HomeMy WebLinkAboutTAKII SEMIANN01(2) cipidnt Committee
Campaign Statement
Cover Page
(Government CaxJe SecUous 84200-84216.5)
SEE INSTRUCTIONS ON REVERSE
Type or print in Ink.
Stetement covers period
,,om 7-o1-0{
,.ro..b 12-- 0 1
[] General Purpose Committee O Sponsored
O SmailConthbutorCommittee
O Polifical Party/CentralCommittee
1. Type of Recipient Committee: AII Committees - Complete Parts l, 2,3, and4.
~[/O~fficeholder, Candidate Controlled Commil~ee [] Ballat Measure Commitlae
O State Candidate Election Committee O Primarily Formed
O Recalt O Controlled
(,~oCom~,~P.~S) O Sponsored
[] Primarily Formed Candidate/
Officeholder Committee
II.D. NUMBER
3. Committee Information
COMMITTEE I~M, ME (OR CANDIDATE'S NAME IF NO COMMITTEE)
ZIP CODE ARE CODE/PHONE
MAIUNG AODRESS (IF DIFFERENT) NO. AND STREET OR P.O. ~OX
Dale Slamp
COVER PAGE
Date of election If applicable:
(Month, Day, Year} 0~ F[~ - ~ Pt'~ 3:~'3
2. Type of Statement:
sPreelection Statement
emi-annual Statement
Termination Statement
[] Amendment (Explain below)
Page ( of ~-~
For Official Use Only
[] Ouarlerly Statement
[] Special Odd-Year Report
[] Supplemental Preelection
Statement - Attach Form 495
Treasurer(s)
NAME OF TREASURER
MAIl. lNG ADDRESS
N~E OF ~SiSTANt TREASURER, IF ~Y
MAILING AOORESS
CITY STATE ZiP COOE AREA CODE/PHONE
CITY STATE ZIP CODE AREA CODE/PHONE
OPTION : FAX I E-MAIL ADDRESS OPTIONAL: FAX I E-MAIL ADDRESS
4. Verification
I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the informaUon contained herein and in ~e attached schedules is true and complele. I
certih/under penally ct penury under the laws of the State of California that the foregoing is true and correct.
Recipient Committee
Campaign Statement
Cover Page-- Part 2
Type or print in ink.
COVER PAGE - PART 2
Page ~ of./3
5. Officeholder or Candidate Controlled Committee
NAME OFOFF~EHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
RESlDENTIAJJ~USINESS ADDRESS (NO. AND STRE~ET) Gl· SE, ZIP
Related Committees Not Included in this Statement: List any committees
not included in this statement that ara controlled by you or a~ primarily formed to receive
contdbutions or make expenditures on behalf of your candidacy.
COk~MrrrEE NAME I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMrlT~E?
I-1 ~s [] NO
COMMII-rEE ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY STALE ZIP CODE AREA CODE/PHONE
COMMITTEE NAME I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
[] YES [] NO
STRE~ ~DRESS (NO P.O.
COMMITTEE ADDRESS
6. Ballot Measure Committee
NAMEOFBALLOTMEASURE
BALLOT NO. OR LElY'ER
JURISDICTION
[]SUPPORT
[]OPPOSE
Identify the controlling officeholder, candidate, or state measure proponent, if any.
NAME OF OFFICEHOLDER, CANOIDATE, ORPROPONENT
OFFICE SOUGHT OR HELD
DISTRICT NO IF ANY
7. Primarily Formed Committee List names of officeholder(s) or candidate(s) for
which this committee is primarily formed.
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [] SUPPORT
[] OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD
[~ SUPPORT
OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFF~CE SOUGHT OR HELD
[] SUPPORT
[] OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD
[] SUPPORT
[] OPPOSE
CITY STALE ZIP CODE AREA CODE/PHONE
Attach continuation sheets i! necessary
FPPC Form 460 (Jun~01)
FPPC TolI-Frw Helpllne: ~66/ASK-FPPC
campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
through /2 -- ~ / -- ~ /
SUMMARy PAGE
Page~) of. ~
Contributions Received
1. Monetary Contributions ........................................... Schedule A, Line 3
2. Loans Received ...................................................... Schedule B. Line 7
3. SUBTOTAL CASH CONTRIBUTIONS ......................... AddLines ~. 2
4. Nonmonetary Contributions .................................... Schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED ........................... Aed Line5 3 + 4
Expenditures Made
6. Payments Made ....................................................... Sched,ae E. Une 4
7. Loans Made ............................................................. Sct~du~e H, L/ne 7
8. SUBTOTAL CASH PAYMENTS .................................... Add ~,s S * Z
9. Accrued Expenses (Unpaid Bills) ............................... ScheduteF. Lkte3
10. Nonmonetary Adjustment .......................................... Sch~o~/eC. L~e3
11. TOTAL EXPENDITURES MADE ................................ ,~ Lines a + 9 · ~o
Current Cash Statement
12. Beginning Cash Balance ........................ P, eviousSummaqzPage, Line t6
13. Cash Receipts ................................................... Co~ur~n~ L~ne3above
14. Miscellaneous Increases to Cash ........................... Schedule I, Line 4
15. Cash Payments .................................................. C~u~. LineSat~ove
16. ENDING CASH BALANCE .......... .~dd Unes ~2 + 13 + ~4, th~ subtract Line /5
ff this is a tamtination statement, line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ........................... ScheduleD, Part2 $
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ........................................ Seei~n~c~ons onre~srse $
19. Outstanding Debts ......................... AddL~2+Uneg~Cok~mnBabove $
Column A Column B
s s
To calculate Column B, add
amounts in Column A to the
corresponding amounts
from Column B ol your last
tepod. Some am~JntS in
Column A may be negative
~gures that should be
subtracted from previous
period amounts. If this is
· e I~mt repod being ~ed
lot this calendar year. Only
can¥ over the a/Tx34J~ta
from Lines 2. 7. and 9 (if
any).
I.D. NUMDER
Calendar Year Summary for Candidates
Running in Soth the State Primary and
General Elections
I/1 through ~ 7/I to Date
20. Contributions
Received $ $
21. Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
Date of Election Total ~o Date
(m,rVdd~/y)
/ /
/ / $
/.--/.__ $
--J L__ $
__l / $
__/ / $
'Since January 1,200t. Amounts in this section may be
different from amounts repotted in Column B.
FPPC Form 460 (JuneJO1)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule A ~ or print in ink.
AmD SCHEDUU
Mone[ary ~;on~rlOUtlOnS Heceivecl ..... :~'"~l~;l"e~d"o~l.rr~U,nde° Statement covers period
I -
~ FU~ N~E, STRE~ AOORESS AND ZIP CODE OF CONTRIB~OR CONTRIB~OR IF AN INDIVIOUAL, ENTER ~ CUMU~VE TO DATE PER ELECTION
RECEIVED eF~E[~O EN~R LD. ~R) COOE. ~CUPATION AND EMPLOYER RECEDED THIS CALENOAR Y~R TO DATE
(~ ~-E~O~D, ENTER ~ PERIOD (JAN. 1 - DEC. 31 ) (IF RE~REO)
~IND
~COM
~OTH
~ PTY
Dscc
~N~
~COM
DOTH
~ PTY
~scc
D~NO
~o~
~P~
Dscc
~IND
~OTH
~P~
DSCC
D[NO
~M
DOTH
~PW
DSCC
Schedule A Summary
1. Amount received this period - contributions of $100 or more.
(Include all Schedule A subtotals.) ........................................................................................................ $
2. Amount received this period - unitemized contributions of less than $100 ............................................. $
3. Total monetary contributions received this period.
(Add Lines I and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $.
'Contributor Codes
IND -
COM - Re~oient Committee
(olher haan PrY ~ SCC)
OTH - Other
PTY - P~tical Party
SCC - Small Conlributo~ Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule B - Part 1
Loans Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print In ink,
Amounts may be rounded
to whole dollars.
from O/
Page
SCHEDULE e - PART 1
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
'i'l--J IND [] COM [] OTH [] PTY [] SCC
tD~o Dcc~ DOTH ID PrY DSCC
t[] ~NO D COM DOTH i'-I PT'/ [] SCC
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
OUTSTANDING
BALANCE
BEGINNING THIS
PERIOD
$ $
$ $
,
AMOUNT
RECEIVED THt
PER~OD
(c)
OR FORGIVEN
THIS PERIOD °
SUBTOTALS $ $ $
BALANCE AT
CLOSE OF THIS
PERIOD
$
DATE DUE
(e)
INTEREST
PAID THIS
PERIOD
LD. NUMBER
(t)
ORIGINAL
AMOUNTOF
LOAN
DATEINCURRED
DATE INCU,~,RE D
(g)
CUMULATIVE
CONTRIBUTIONS
TO DATE
Schedule B Summary
1. Loans received this period ................................................................... $ ~
{Total Column (b) plus unitemized loans less than $100.)
2. Loans paid or forgiven this pedod ......................................................................................................... $ ~
{Total Column (c) plus loans under $100 paid or forgiven.)
(Include loans paid by a third party that are also itemized on Schedule A.)
3. Net change this period. (Subtract Line 2 from Line 1.) ............................................................... NET $ ~
Enter the net here and on the Summary Page, Column A, Line 2.
It C~,b{butor Codes ·
IND- ledividua~ COM - Recipienl Committee (other than PTY or SCC)
OTH - Other PTY - Political Party SCC - Small Contributor Committee
'Amounts forgk'en or paid
another party also rr~st be
repotted on Schedule A.
"If required.
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule B- Part 2 Typ~ ~rint in ink. SCHEDULE B-PA
Loan Guarantors Amounts may be rounded Statement covers period
~EE INSTRUCTIONS ON REVERSE through /2 ',~,'~/--0 f I Psgs ~
N~E. STRE~ADDRESS AND tF AN INDIVIDUAL, ENTER
Dcou
~ OTH O~T~ P~R ECECnON
~ PTY (~F aEOU~EO}
~scc
~ IND ~N~e C~D*R ~
~O~ ~E~C~
Dscc
~IND ~R
~ O~ PEa E~EC~
Dscc
~IND LEN~R C~D~
~ OTH ~ ~R E~C~
~ p~ I~ ~o~
~s~
SUBTOTAL
FPPC Form 460 (dunea)l)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule C
Nonmonetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
0ATE
RECEIVED
FULL NAME. STREET ADDRESS AND
ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
CODE *
DIND
i--ICOM
E]OTH
I-1PTY
Osco
I--JlND
I-lOTH
RPTY
DINO
Oco~
DoTH
E'IPTY
OSCC
DIND
i--lCO~
i-lOTH
i-I PTY
[~SCC
IF AN INDIVIDUAL. ENTER
OCCUPATION AND EMPLOYER
Attach additional information on appropriately labeled continuation sheets.
DESCRIPTION OF
GOODS OR SERVICES
AMOUNT/
FAIR MARKET
VALUE
CUMULATIVE TO
DATE
CALENDAR YEAR
{JAN 1 - DEC 31)
SUBTOTALS
PER ELECTION
TO DATE
(IF REQUIRED)
Schedule C Summary
1. Amount received this period - nonmonetary contributions of $100 or more.
(Include all Schedule C subtotals.) ...................................................................................................
2. Amount received this period - unitemized nonmonetary contributions of less than $100 ....................................
3. Tolal nonmonetary contributions received this period.
(Add
Lines
I
and
2.
Enter
here
and
or}
the
Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL
'Contdbutof Codes
IND - lndividua~
COM - Recipient Committee
(olher ~ PTY of SCC)
OTH - Other
PTY - Poetical Pad'/
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule D
Summary of Expenditures
Supporting/Opposing Other
Candidates, Measures and Committees
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in Ink.
Amounts may be rounded
to whole dollars.
Statement covers period
,,om 7-01 /
through/ '=J/- O /
Page ~ of~'~
DATE
I.D. NUMBER
NAME OF CANDIDATE. OFFICE, AND DISTRICT, OR
MEASURE NUMBER OR LETTER AND JURISDICTION.
OR COMMITTEE
[] Suppod [] Oppose
[] Suppod [] Oppose
[] Suppo~ [] Oppose
'I~PE OF PAYMENT
[] Monetary
ContdbutJon
[] Nonmonetary
Cont;ibution
[] Independent
Expenditure
[] Monetary
COntribution
[] Nonmonetary
Cont~ibulkm
[] Independent
Expenditure
[] Monetas¥
Contribution
[] Nonmonetary
Contribution
[] Independent
Expenditure
DESCRIPTION
(IF REQUIRED)
SUBTOTAL $
AMOUNT THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TO DATE
(IF REQUIRED)
Schedule D Summary
1. Contributions and independent expenditures made this period of $100 or more. (Include all Schedule O 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.) .............. TOTALS
FPPC Form 460 (June/01)
FPPC Toll-Free Helplirte: 866/ASK-FPPC
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from 7-o/-o /
Page ~ of ~
I.O. NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
DVP campaign paraphernalia/misc. ~ membercommuaications PAD radio airtime and production costs
CNS campaign consultants
c'rB contribution (explain nonmonetary)'
CVC civic donations
F1L candidate §ling~ailot fees
FNO fundraising events
N) independent expenditure supporting/opposing others (explain)'
LEG legal defense
MTG meelings and appearances
DFC office expenses
PET petition circulating
phone banks
POL polling and survey research
POS postage, delivery and messenger services
PRO professional services (legal, accounting)
returned contributions
SAL campaign workers' salaries
t.v. or cable airiime and production costs
candidate travel, lodging, and meals
TRS staff/spouse travel, lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VDT voter registration
UT campaign literature and mailings PR1' print ads WEB intormalion technology costs (Jntemet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMM~T'rEE. ALSOEN~'ERi. O NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAiD
one or independent expenditures must also be summarized on Schedule D.
SUBTOTAL $
Schedule E Summary
1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) ........
2. Unitemized payments made this pedod of under $100
3. Total interest paid this pedod on loans. (Enter amount from Schedule B, Part 1, Column (e).) ............ . ............... $
4. Total payments made this pedod. (Add Lines 1,2, and 3. Enter here and on the Summary Page. Column A, Line 6.) ............................. TOTAL $
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 8$61ASK-FPPC
Schedule F
Accrued Expenses (Unpaid Bills)
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
CODES: If one of the following codes accurately describes the
Ov'P campaign paraphematiaJmisc, k/E~R
CNS campaign consultants MTG
CT~ contribution (explain nonmonetary)' DFC
CVC civic donations PET
F]L Candidate flting/ballot fees PHO
F'ND fundraising events POi.
~ independent expenditure supporting/opposing others (explain)' POS
LEG legal defense PRO
Type or print In ink.
Amounts may be rounded
to whole dollars.
~:..-;.,~..~t cover, period
ror. !
through f-O /
payment, you may enter the code. Otherwise, describe the payment.
member communications
meetings and appearances
office expenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal. accounting)
SCHEDULE F
Page //~ of ~3
I.D. NUMBER
PAD radio airtime and production costs
IACD relumed contributions
SAL campaign workers' salaries
TEL t.v. or cable airtime and production costs
'IRC candidate travel, lodging, and meals
TRS staff/spouse travel, lodging, and meals
TSF transfer between commitlees of the same candidate/sponsor
VDT voter registration
UT campaign literature and mailings ~ pdnt ads WEB information technol,
NAME AND ADDRESS OF CREDITOR CODE OR (a) (bi (c) (d)
OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING
(IF c~ ~EE' A~O ~NTER I 0 NUMOE RI DESCRIPTION OF PAYMENT BA~NCE BEGINNING THIS PERIOD THIS PERIOD BA~NCE AT CLOSE
Schedule F Summary
1. Total accrued expenses incurred this period. (Include all Schedule F, Column (bi subtotals for
accrued expenses o! $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 (June/01)
FPPC Toll-Free Heipline: 866/ASK-FPPC
Schedule G
Payments Made by an Agent or Independent
Contractor (on Behalf of This Committee)
Type or print in ink.
Amounts may be rounded
to whole dollars.
SEE INSTRUCTIONS ON R E"VERSE
NAME OF FILER
NAME OF AGENT OR INDEPENDENT CONTRACTOR
I.D. NUMEER
CODES: If one of the following codes accurately describes the payment, you may enter the code. OtheP, vise, describe the payment.
Ov~ campaign paraphernalia/misc. MBR membercommunicat[ons RAO radio airtime and produclfon costs
CNS campaign consulfants
CTB contribution (explain nonmonsta~y)'
CVC civic donations
Ri. candidate filingA)ailof fees
F'NO fundraiaing events
I~) independent expenditure supporting/opposing others (explain)'
LEG legal defense
LIT campaign literature and mailings
MTG meetings and appearances
DFC office expenses
PET petition circulaling
PHO phone banks
PO{. polling and survey research
POS postage, deliver/ and messenger services
PRO professional services (legal. accounting)
PRT print ads
ayments that are contr~bubons or independent expenditures must also be summarized on Schedule D.
RF[:) returned contdbutions
SAL campaign workers' salaries
f.v. or cable airtime and production costs
TRC candidate travel, lodging, and meals
TRS staff/spouse travel, lodging, and meals
TSF transfer belween committees of the same candidale/sponsor
VDT voter registralion
information technology costs (interneI. e-mail)
NAME AND ADDRESS OF PAYEE OR CREDITOR
(~F CO~TTEE. ~M. SO IENT~R S O ~R} CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
Attach additionalinfnn'n;tinn nn ~,,.,,,,,,..~=t=h, t,~h~l=,.~ ~,~*: ..... :-- -~. ....
)uation sheets. TOTAL*
· Do rmt .',~,-,.~;~r to any other schedule or to the Surest7 Page, Th~ tota/may not equal the amount paid to the agent or
~ndependent contractor as repotled o~ Schedule E.
FPPC Form 460 (June/01)
FPPC TotI-Free Helpline: 866/ASK-FPPC
Schedule H
Loans Made to Others*
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
through/~'--~/--0 /
SCHEDULE H
P.geo,
*Loans that are contributions to another candidate or committee
must also be summarized on Schedule D. Loans forgiven must
also be reported on Schedule E.
OUTSTANDING
BALANCE
BEGINNING THIS
PERIOD
(bi
AMOUNT
LOANED THIS
PERIOD
(¢)
REPAYMENT OR
FORGIVENESS
THIS PERIO0'
BALANCE AT
CLOSE OF THIS
PERIOD
{~)
INTEREST
RECEIVED
I.D. NUMBER
ORIGINAL
AMOUNTOF
LOAN
(~
CUMULATIVE
LOANS
TO DATE
SUBTOTALS
CALENDAR YEAR
$
Schedule H Summary
1. Loans made this period ......... $
(Total Column (b} plus unitemized loans less than $100.) ................................................................................
2. Payments received on loans ................................................................................................. $
('l'ota Co umn (c) plus un itemized payments less than $100.)
3. Net change this period. (Subtract Line 2 from Line 1.) ........................................................................................ NET $
(Enter the net here and on the Summary Page, Column A, Line 7.)
*"if Required ]
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866JASK-FPPC
Schedule I
Miscellaneous Increases to Cash
Type or print In Ink.
Amounts may be rounded
to whole dollars.
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
through
SCHEDULEI
.,g. o,/5
I.D. NUMBER
CATE
RECEIVED 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, Column (e).) ................................. $
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 450 (June/01)
FPPC Toll-Free Helpline: 866/ASKoFPPC
Febnmry 6, 2002
02 FEB
Attention: Clerk, City of Bakersfield
Pam McCarthy
Dear Ms. McCarthy,
As per our telephone conversation of Thursday, January 31, 2002, I was unable to file my
semi-annuai campaign report. Maria Annear, my Treasurer, was not available for
signing. She became available last night and reviewed the reports. I am, therefore,
submitting them at the earliest possible date.
I would respectfully request waiving of the penalty fee.
consideration.
Thank you for your