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Home My WebLink AboutBTC SEMIANN01(2)Recipient Committee Campaign Statement (Government Code Sections 84200-84216.5) Type or print in ink. SEE iNSTRUCTIONS ON REVERSE from 1. Type of Recipient Committee: All Committees- Complete Parts 1.2, 3, and 7. [] Officeholder, Candidate Controlled Committee (Also Complete Pa,'f 4.) [] Ballot Measure Committee O Primarily Formed O Controlled O Sponsored (Aisc Complete Par1 [] Pdmadly Formed Candidate/ Officeholder Committee (A/so Complete Par~ 6) [] Generel Purpose Committee (~ Sponsored O Broad Based Date of election If applicable;- (Month, Day, Year) L Date Stamp ':~!:,:, ri C',;'¥ CL 2. Type of Statement: [~ Pm-election Statement [] Semi-annual Statement [] Termination Statement [] Amendment (Explain below) COVERPAGE For Of Scial Use Onty [] Quarterly Statement [] Special Odd-Year Report [] Supplemental Pre-election Statement - Attach Form 495 3. Committee Information M~LING ~DRESS (IF DIFFERE~ NO. ~D STREE~ OR RO. BOX Treasurer(s) NAME OF TREASURER MAILING ADORESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZiP CODE AREA CODE/PHONE FPPC Form 460 (8199) For TechnicM Aeelltance: 916/322-5660 State of California Recipient Committee Campaign Statement Cover Page -- Part 2 Type or print in ink. COVER PAGE - PART 2 4. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESiDENTIAL/BUSINESS ADDRESS (NO AND STREET) CITY STATE ZiP Related Committees Not Included in this Statement: £istanycommitteee not included In this consolidated statement that are controlled by you or which are primarily formed to receive contributions or to make expenditures on behalf of your candidacy, COMMITTEE NAME J ID. NUMBER I CONTROLLED COMMITTEE? [] YES [] NO 5. Ballot Measure Committee NAME OFBALLOTMEASURE BALLOT NO. OR LETTER I JURISDICFION [] SUPPORT I [] OPPOSE Identify the controlling officeholder, candidate, or state mealure proponent, If any. NAME OF OFFICEHOLDER, CANDIDATE OR, PROPONENT NAME OF TREASURER COMMITTEEADDRESS STREET ADDRESS (NO P.O. BOX) CiTY STATE ZIP CODE AREA CODE/PHONE OFFICE SOUGHT OR HELD [ DISTRICT NO. IF ANY I 6. Primarily Formed Committee Uat,,me, ofom¢,hold,,/,~ orc,,dldaler,~ for which thla committee le primarily formed. NAME OF OFFICEHOLDER OR CAND/OATE OFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE IFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT [] OPPOSE 7. Verification is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is tree and correct. Executed on By DATE SIGNATURE Cf: CONTROLLING OFFICEHOLDER. CANDIDATE. STATE MEASURE PROPONENT SIG~L~TU RE OF CONTROLLING OFFICEHOLDER* CANDIDATE. STATE MEASURE PROPONENT DAlE FPPC Form 460 (8199) For Technical Assistance: 916/322.5660 State of California Campaign Disclosure Statement Summary Page Type or print in Ink, Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Contributions Received 1. Monetary Contributions ...................................................... Schedule A, Line 3 2. Loans Received ................................................................... Schedule B, Line 7 3. SUBTOTAL CASH CONTRIBUTIONS ................................... AddLines 1 * 2 4. Nonmonetary Contributions ............................................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED .................................... Add Lines 3 * 4 ,h.o.g._q?¢2 D/ SUMMARYPAGE LD. NUMBER Column A Column B* Column C ,300,00 , flr _ (D Expenditures Made 6. Payments Made .................................................................... Schedule E. Line 4 7. Loans Made .......................................................................... Schedule H. Line 7 8, SUBTOTAL CASH PAYMENTS ................................................ Add Lines 6 + 7 9. Accrued Expenses (Unpaid Bills) ........................................... Schedule/~ Line 3 10. Nonmonetary Adjustment ....................................................... ScheduleC, Line3 11. TOTAL EXPENDITURES MADE ......................................... Add Lines $ + 9 + tO , .500 O0 o00 O_CZ) $~ $ ., Current Cash Statement 12. Beginning Cash Balance ................................ Previous Summary Page, Line 16 $ 13. Cash Receipts .............................................................. Column A. Line 3 above 14. Miscellaneous Increases to Cash ....................................... Schedule l, Line 4 15. Cash Payments ............................................................ Colum. A. Line 8 above 16. ENDING CASH BALANCE .............. Add Lines 12 + 13 + f4. then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................... Schedule B, Part l. Column Cash Equivalents and Outstanding Debts 18. Cash Equivalents ..................................................... see inslructlons on reverse 19. Outstanding Debts ................................... Add Line 2 + Line 9 in Column C above O, O0 ' Fr~ p~evious statement Summary Page, Column C. However, if this is the first report filed for the calendar year, Column B should be blank except for Loans Received (Line 2), Loans Made (Line 7). and Accrued Expenses (Line 9). Summary for Candidates in Both June and November Elections 111 through 6/30 $ (~'~,. ~) 20. Contributions s 0 21. Expenditures Made .................. $ ~, , FPPC Form 460 (8199) For Technical Assistance: 9161322-5660 711 to Dale Schedule A Type or print in Ink. SCHEDULE A Monetary Contributions Received towholo do,,rs, from TO ~IND ~ COM ~ OTH D COM ~ OTH ~ IND D COM DOTH g COM ~ OTH SUBTOTAL $ w-~ , ,, · .... ,~'_' , Schedule A Summary 1. Amount received this period - contributions of $100 or more. (include all Schedule A subtotals,) ....................................................................................................... $ O. 2. Amount received this pedod - unitemized contributions of less'than $100 ......................................... $ (Add Lines 1 and 2. Enter here and on the Summary Page. Column A. Line 1.) ................... TOTAL $c:::~'~'~ ' J'Coetributor Codes INO - Individual COM - Recipien Commiitee OTH - Other FPPC Form 460 (8199) For Technical Assistance: 9161322-5660 Schedule B - Part 1 Loans Received SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. NAME OF FILER DATE FULL~ILa'ME* MAIUNO ADDRESS AND ZIP CODE CONTRIBUTOR RECEIVED OF LENDER OR GUARANTOR CODE ~' [] Lender [] Guarantor [] Lender [] Guarantor [] Lender [] Guarantor [] IND [] COM [] OTH [] IND C]COM [] OTH I~ IND [] COM [] OTH IF AN INDIVID U,ed.. ENTER OCCUPATtON AND EMPLOYER DUE DATE DUE OATE INTEREST RATE % SUBTOTAL $ LENDER INFORMATIO~I SCHEDULE B - PART Page ~/':)~ of ~,~- I.D. NUMBER GUARANTOR INFORMATION $ $ 15 Schedule B - Part 1 Summary 1. Loans of $100 or more received this period. (Include all Loans Received - Part 1 (a) subtotals.) ................... 2. Amount received this period - unitemized loans of less than $100 ................................................................... 3. Total loans received this period. (Add Lines I and 2.) ....................................................................... TOTAL Schedule B - Part 2 Summary 4. Loans of $100 or more repaid, forgiven, or paid by a third pady this period. (Include all Part 2 (c) subtotals. If forgiven or paid by a third party, also itemize the transaction on Schedule A.) ............................. 5. Loans under $100 repaid, forgiven, or paid by a third party. (Do not itemize.) If forgiven or paid by a third party, include this amount on Schedule A Summary, Line 2 ...................................................... 6. Total loans repaid, forgiven, or paid by a third party this pedod. (Add Lines 4 + 5.) ........................... TOTAL 7. Net change this period. (Subtract Line 6 from Line 3.) Enter the net here and on the Summary Page, Column A, Line 2 .......................................................... NET 'Contributor Codes IND - Individual COM - Recipient Committee OTH - Other M~y ~. neg~v, re.'~r FPPC Form 460 (8199) For Technical Alslstance: 9t61322-5660 Schedule B - Part 2 Repayments Made on Loans Received, Loans Forgiven, and Loans Repaid by a Third Party SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print In ink. Amounts may be rounded to whole dollars. Statsmenil covers period SCHEDULEB-PART2 Page (d) DATE OF INTEREST AMOUNT REPAID OR OUTSTANDING INTEREST REPAYMENT FULL NAME OF LENDER RATE FORGIVEN ON PRINCIPAL* PRINCIPN. PAID OR FORGIVENESS (IF CHANGED) IEXCLUDE PAYMENT OF ~NTERESTI TOTAL INTEREST Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ PAID THIS PERIOD $ * IMPORTANT: If any part of a loan is forgiven or repaid by a third party, also itemize the transaction on Schedule A, Enter theamount in column (d)~n the Schedule E including the name and address of the person forgiving the loan or the third pat~y making the payment, and the amount Summaq,, Line 3. Do not cany this total to the Schedule B Summa~ forgiven or paid. FPPC Form 460 {8199) For Technical Assistance: 9161322-5660 SCHEDULEB-PART3 Schedule B - Part 3 A~.'o~.".~:.".~"~;~',,'~o. =:.; ....... ;coversperlod Annual Report of Outstanding Loans Received to whole dollars, from ~- /--01 FULL ~ ME ~ LENDER ORIGINAL DATE OF LO~ AMOUNT ~ ~IGI~L LOAN UNPAID ~I~IPAL UNPAID I~EREST Attach additional information on appropriately labeled continuation sheets. TOTAL $ ~i~A,~.~.~:=e. ,. ~ NOTE: Tills total should be on the Summary Page, Column C, Line Z FPPC Form 460 (8199) For Technical Aa~lstance: 916/322-5660 Schedule C Nonmonetary Contributions Received Type or print in ink. Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE throu9h q--~Y~'~/ SCHEDULEC NAME OF FILER ID NUMBER LNAME,MAILINGADDRESSAND CONTRIBUTOR IFANINDIVIDUAL,ENTER OE$CRIPTIONOF AMOUNTI CUMULATIVE TO CUMULATIVE TO OCCUPATION AND EMPLOYER FAIR MARKET DATE DATE OTHER DATE ZiP CODE OF CONTRIBUTOR CODE * (~' SEt~.EMPtOYt~D. ENteR GOODS OR SERVICES VALUE CALENOAR YEAR [] IND [] eOM [] OTH [] IND [] COM [] OTH [] IND [] COM [] OTH [] IND [] COM [] OTH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL, I Schedule C Summary 1. Amount received this period - nonmonetaP/contributions o! $100 or more. (include all Schedule C subtotals.) ................................................................................................................... $ 2. Amount received this period - unitemized nonmonetary contributions of less than $100 ................................ $ 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ................... TOTAL $ ['C, omributo~ Codes G,,,,,m,,,. J OTH- Other J FPPC Form 460 (6199) For Technical AislMance: 9161322-5660 Schedule D Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees SEE iNSTRUCTiONS ON REVERSE Type or print In Ink. Amounts may be rounded to whole dollars. through SCHEDULE D Page q of/~-- NAME OF FILER ID. NUMBER DATE CANDIDATE AND OFFICE, MEASURE AND JURISDICTION, OR COMMITTEE [] Support [] Oppq~e [] s~opo~ [] [] Su~ [] Oiqx~e TYPE OFPAYMENT Conlribu~'l Expenditure DESCRIPTION OF NONMONETARY CONTRIBUTION (IF REQUIRED) AMOUNT THIS PERIOD 00.00 SUBTOTAL CUMULATIVE AMOUNT Calefldar Year $ Calendar Year $ Other $ Calendar Year $ Olher $ Schedule D Summary 1. Contributions and independent expenditures made this period of $100 or more. (Include all Schedule D subtotals.) ........................................ 2, Unitemized contributions and independent expenditures made this period of under $100 .................................................................................. 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2, Do not enter on the Summary Page.) ........ TOTAL FPPC Form 460 (8199) For Technical Assistance: 9161322.5660 Schedule E Payments Made Type or print in Ink. Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON RE'VERSE NAME OF FILER ,o. q-Fol CODES: If one o~0the following codes accurately describes the payment, you may enter the code. Otherwise, descdbe the payment. CMP campaign par aphemalia/misc. CNS campaign coflsultants CTB contdtxdiofl (explatn no~monetarJ) ' CVC civic donations FND Cundraising events IND independen{ expenditure supfx~ing/opposing others (explain)' LIT campaign literature and mailings MTG mee§ngs and appearances OFC office exp~3ses PET peUUon circulating PHO phone banks POL polling and survey reseanYn POS postage, delivery afld messeflgor se~4cas PRO professional sennces (legal, accounting) PRT prinl ads RAD radio aidime and production cosls SCHEDULE E I.D. NUMBER I cq gJ I RFD relumed con~bulions SAL campaign workers salariee TEL t.v. or cable aitfime and production costs TRC candidate travel, lodging and meals (ex~ain) TRS staff/spouse travel, lodging and meel$ (explain) TSF trar~fer between committees of the same candidale/spoflsor VDT voler regi$1raUon WEB infeenation lechnology cosls (intemet, e-mail) NAME AND ADDRESS OF PAYEE OR CREDITOR (iF COMMiT[EE ALSO ~:NTE~ i O NUMBER) CODE OR DESCRiPTiON OF PAYMENT AMOUNT PAiD * Payments that are contributions or Independent expeedltures must also be summarized on Scbedule D, SUBTOTAl. $ Schedule E Summary 1. Payments made this period of $100 or more. (include all Schedule E subtotals.) ............................................................................................... $ 2. Unitemized payments made this period of under $100 ........................................................................................................................................ $ 4. I FPPC Form 460 (8199) For Technical Aeelstanca: 9161322-5660 Schedule F Accrued Expenses (Unpaid Bills) SEE iNSTRUCTIONS ON REVERSE Type or print In ink. Amounts may be rounded to whole dollars. SCHEDULE F Statement cover8 period CODES: If one of ~Je following codes accurately describes the payment, you may enter the code. Otherwise. describe'the payment. CMP campaign paraphemalie/misc. CNS campaign consultants CTB contribulion (explain nonmonetary)' CVC civic donations FND fundraising events IND indepeadent expenditure suppoding/opposing othem (explaln)' LIT campaign titerature and rnaiiings MTG meetings and appearances OFC o~ce expenses PET petition circulating PHO phone banks POL polling and survey resemch POS postage, delivery a~d nmssenger services PRO professioflal sewices (legal. accounting} PRT print ads RAD radio airlime and productlon costs I,D* NUMBER RFD returned contributions S^L campaign wooers salaries TEL tlV. o~ cable airtime aad production costs TRC candidate bavel, ladging and meals (explath) TRS stafflspouse travel, lodging and meals (explath) TSF transfer belween committees of the same candidate/sponsor VOT vote; registration WEB infon~ation technology costs (internel, e-mail) (8) (b) (c) (d) NAME AND ADDRESS OF PAYEE OR CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING {iF CO~IMiTIEE Al. SO ENTER ~ [J NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERICO THiS PERIOD BALANCE AT CLOSE SUBTOTALS$ $ $ $ Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ............................................ INCURRED TOTALS $ 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) ................................. PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.) ................................................................................................................................................ NET $ FPPC Form 460 For T®chnlcal Assistance: 916/322-5660 Schedule G Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) SEE INSTRUCTIONS ON REVERSE Type or print in Ink. Amounts may be rounded to whole dollars. through NAME OF AGENT OR INDEPE~I~NT CONTRACTOR . -- - ' ~ -- -- SCHEDULE G CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/misc CNS campaign consultants CTB contribution (exptain nonmonelary)' CVC civic donatior~s FND fundraisir~ events IND independent expenditure suppo~ling/opposing others (explain)* LiT campaign lileralure and mailings MTG meetiogs and appearances OFC o0ice expenses PET pedt~n circula~g PHO phone banks POL polling and sun~ey research POS postage, delivery and messenger services PRO prolessioeal services (legal, accou nfi~g) PRT prin[ ads RAD radio airtime and produclion costs Payments that are contributions or independent expenditures must also be summarized on Schedule D. RFD returned co~lribulions SAL campaign w~:xkers salaries TEL t.v. or cable airtime and production costs TRC candidate [ravel, lodging and meals (explain) TRS stafflspouse travel, lodging and meats (explain) TSF transfer between comrniltees of Ihe same candidate/sponsor VeT voter registration WEB inlon-nat~on technology costs (inlemet, e-mail) NAME AND ADDRESS OF PAYEE OR CREDITOR CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Attach additional information on appropriately labeled continuation sheets. TOTAL' · Do not transfer to any other schedule or lo the Summaq/Page. This total may not equal the amountpaid lo the agent or indepe~deot contractor FP PC Form 460 (8199) asrepo~edonScheduleE. For Technical Assistance: 9161322-5660 Schedule H - Part 1 Loans Made to Others* Type or print in ink. Amounts may be rounded to whole dollars. SEEINSTRUCTIONSONREVERSE ,,om q-l-O't SCHEDULE H - PART 1 NAME OF FILER I.D. NUMBER DATE OF LOAN NAME AND ADDRESS OF RECIPIENT (IF CCMMIT~EE, ALSO ENTER I O N~4~ER) INTEREST RATE DUE DATE AMOUNT *Loans that are contributions to another candidate or committee must also be summarized on Schedule D- SUBTOTAL Schedule H - Part I Summary 1. Loans of $100 or more made this period. (Include all Loans Made - Part I subtotals.) ............................................... $ 2. Unitemized loans under $100 made this pedod ............................................................................................................. $ 3. Total loans made this period. (Add Lines I and 2.) .......................................................................................... TOTAL $ Schedule H - Part 2 Summary 4. Payments received on loans of $100 or more. (Include all loan payments received and all loans of $100 or more forgiven by this committee - Part 2 (a) subtotals. If forgiven, also itemize on Schedule E.) ................................................................................................................... $ 5. Unitemized payments received on loans under $100. (Including a forgiveness.) ............................................................................................................................................ $ 6. Total loan payments received this period. (Add Lines 4 and 5.) ........................................................................................................................................ TOTALS 7. Net change this period. (Subtract Line 6 from Line 3. Enter the net here and on the Summary Page, Column A, Line 7.) ................................................................ NET $ Uaybeen®g,bv, numb~ FPPC Form 460 (8199) For Technical Assistance: 9161322-5660 Schedule H - Part 2 Repayments on Loans Made to Others and Loans Forgiven SEEINSTRUCTIONSONREVERSE Type or print in ink. Amounta may be rounded to whole dollars. NAME OF FILER REPAYMENT OR INTEREST FULL NAME OF RECIPIENT OF LOAN RATE (iF CHANGED) FORGIVEN ON PRINCIPAL*' ?XCLUDE RECEIPT OF INTEREST SCHEDULEH-PART2 I.D. NUMBER OUTSTANDING INTEREST P~INCIPAL RECEIVED TOTAL INTEREeT SUBTOTAl. RECEIVED Attach additional information on appropriately labeled continuation sheets. PERIOD * IMPORTANT' If any part of a loan is forgiven, also itemize the forgiveness on Schedule E. If a repayment is received Enterthearnountincolumn(b)inthe Schedule I Surnrnary, Line 3. Do not carry from a third party, enter the name and address of third par~y in the 'FULL NAME OF RECIPIENT OF LOAN" column above, along with the this total to the Schedule H Sumrnaq4 name of the recipient of the loan. FPPC Form 460 (8199) For Technical Assistance: 9161322-5660 SCHEDULE H - PART 3 Schedule H - Part 3AmountsType Ormayprintbelnroundedink. S[.;e,,,~,,; covers ~e,;,~d ~~ ~,nnual Report of Outstanding Loans Made to,,ho,edo...r.. ~0. ~--[~/ '' ~i SEE iNSTRUCTIONS ON REVERSE FUL~ME OF RECIPIENT OF LOAN ORIGINAL DATE O~ LO~ AMOUNT OF ORIGINAL LOAN ~NPAID PRINCIPAL UNPAID INTEREST Attach additional information on appropriately labeled continuation sheets. TOTAL $ .~'.11~,~ ~ :.. . . ~ NOTE: This fotalshouldbe the same amount as entered on the Summary Page, Column C, Line 7. FPPC Form 460 (6199) For Technical Assistance: 9161322-5660 Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounta may b~ rounded to whole dollars. Page SCHEDULE I NAME OF FILER ID. NUMBER DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF C(3~IM ITTEE. ALSO ENTER I D NU~ER) DESCRIPTION OF RECEIPT AMOUNT OF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule I Summary 1. Increases to cash of $100 or more this period ........................................................................................................... 2. Unitemized increases to cash under $100 this period ............................................................................................... 3. Total of all interest received this period on loans made to others. (Schedule H, Part 2 (b).) ................................. 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 14.) ........................................................................................................................... TOTAL FPPC Form 460 (8199) For Technical Assistance: 9161322-5660