HomeMy WebLinkAboutFREEMAN SEMIANN18(2)Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period I Date of section If
7
/ ZC(Month, Day,
from
through 12Z9/Z1olB
1. Type of Recipient Committee: An eommlewe- complex Parts 1, 2,3, .ad 4.
I$Officeholder, Candidate Controlled Committee ❑ Primarily Farmed Ballot Measure
O State Candidate Election Committee Committee
O Recall O Controlled
p CmSMePNYI O Sponsored
❑ General Purpcae Commtflee
O Sponsored
O Small Contributor Committee
O Political Party/Central Committee
3. Committee Information
(au CmplNe PMfq
❑ Primarily Formed Candidate/
OlAceholde-Commdtee
P CNAYOB 7)
I.D.MBER
1u2 0H G
n,v. 5:, G i�� Cor if•�.c. � 2.02.0
STREETADDRESS (NO P.O. BOX)
? /Zy W AG --O ri� PIACG
Cltt � a STATE ZIP CODE AREA COOFiPHONE
OFBAKERSFIELDI Page_ of—
JAN 3 0 2019
CLERK'S OFFICE
❑ Preelection Statement ❑ puanedy Statement
Semi-annual Statement ❑ Special Odd -Year Report
❑ TemImflion Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
Treasurers)
NAME OF TREASURER
—1�loyna5 MC>YL-i pVAery
MAILINGAOORE33
Cltt STATE ZIPC E AAEICODEIPH NE
NAME OFASSISTANTTREASURER IFANY
OFTONAL: FAXIENAILADDRESS 5PT0NAL:FM1E-MAJLADORESS
4. Verification
I have used all reasonable diligence in preparing and reviewing this statement and to the beet of my Xn ,Madge the Int eco f n n and in the attached schedules is true and complete. I
certify under penalty of per) u ands th Jews of the Stale of California that the foregoing is true a
B
Executed on Y-eus
� and TesYMxor AYdWM m
Executed on /�/'/) 7 D 1 Br n wwYv�A'1/w-
/ oalg agnednd MNINe OTxlnlew. Mw W. mpamnlw Mv�ndY oae dSponwr
Executed on DaN BY re.IC dw. M W, Sion* Measure Imn
BY Selv.in dCwNOIYnY OWceM Ce'IeEW,S�ele Mvnure mpananl
FPPC Form 460 (Jan/2016)
FPPC Advice: a dvicedInfPPcu".9— (866/275-3772)
H "19311
66f-.
y5y
MU�NGaACIXe3r%ame-
0GEOPO.BOX
MAILINGADDRESS
AREA CODOPHONE
CITY STATE ZIPCODE AREA CODE/PHONE
CITY
STATE ZIPCODE
OFTONAL: FAXIENAILADDRESS 5PT0NAL:FM1E-MAJLADORESS
4. Verification
I have used all reasonable diligence in preparing and reviewing this statement and to the beet of my Xn ,Madge the Int eco f n n and in the attached schedules is true and complete. I
certify under penalty of per) u ands th Jews of the Stale of California that the foregoing is true a
B
Executed on Y-eus
� and TesYMxor AYdWM m
Executed on /�/'/) 7 D 1 Br n wwYv�A'1/w-
/ oalg agnednd MNINe OTxlnlew. Mw W. mpamnlw Mv�ndY oae dSponwr
Executed on DaN BY re.IC dw. M W, Sion* Measure Imn
BY Selv.in dCwNOIYnY OWceM Ce'IeEW,S�ele Mvnure mpananl
FPPC Form 460 (Jan/2016)
FPPC Advice: a dvicedInfPPcu".9— (866/275-3772)
Recipient Committee
Campaign Statement
Cover Page — Part 2
Page
COVER PAGE -
5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee
NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER SUPPORT
❑ OPPOSE
C �'cv COH�/1C.1 J1ev�5ev' �okers�;elal
RESIDENTIA USIIN ADDRESS (NO. AND STREET) CITY STATE ZIP
NAME OF OFFICEHOLDER. CANDIDATE. OR PROPONENT
Related Committees Not Included in this Statement: List any commihees
not included In this statement Met am controlled by you Cram primarily turned to receive
conedbudons ormake expenditures on behalf of your Candidacy.
COMMITTEE NAME ID. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREETADDRESS(NO P O. BOX)
CITY STATE ZIP CODE AREACODEIPHONE
COMMITTEE NAME I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE'
❑ YES ❑ NO
COMMITTEEADDRESS STREETADDRESS (NO PO. BOX)
OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY
7. Primarily Formed Candidate/Officeholder Committee Lmtnamesof
officeholder(s) or candidates) for which this commatea /s prlmadly 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
OFFICE SOUGHT OR HELD
SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
SUPPORT
❑ OPPOSE
CITY STATE DECODE AREACODEIPHONE Attach conanuatloo shoats lfll6COSSary
FPPC Form 060 (Jan/2016(
FPPC Advice: adviceLWfPpc.ca.00v (666/275-3772)
vrww.fPPC.ca.aov
Instructions for
Recipient Committee
Campaign Statement — Cover Page
Officeholder or Candidate Controlled
Committee:
Candidates must have a separate bank account
and committee to run for different elective offices.
A candidate who is required to file campaign
statements in connection with more than one
elective office but is only receiving contributions
and making expenditures for one of the offices,
may include both offices on one Form 460. In Part
5 of the cover page, enter the candidate's name
and under "Office Sought or Held," identify each
office, and state whether the candidate is seeking
or holding the office. The Form 460 must be fled
with the appropriate fling officer(s) for each office.
For example, a city councilmember is raising funds
to run for the county board of supervisors. She
has no committee and is not raising or spending
funds in connection with the city office, and has
formed a controlled committee for the county office.
To comply with the requirements to file campaign
statements for both her city office and her county
candidacy, she may complete one Form 460 each
campaign reporting period, which she will file with
the city clerk and the county elections department.
In Part 5 of the Form 460 Cover Page, under
"Office Sought or Held," she will state that she is
holding the office of city councilmember (including
the name of the city) and that she is seeking a seat
on the board of supervisors (including the name of
the county).
Ballot Measure Committee:
Part 6 of the Form 460 Cover Page must be
completed by committees that are primarily
formed to support or oppose the qualification or
passage of a single ballot measure or two or more
measures being voted on in the same city, county,
multicounty, or stale election. A "general purpose"
ballot measure committee (one that supports
or opposes a variety of state and/or local ballot
measures) is not required to complete Part 6.
FPPC Form 460 (Jan/2016)
FPPC Advice: advicepfppc.w.gov (866/275-3772)
www.fppc.ca.gov
Campaign Disclosure Statement Amounts may be rounded SUMMARY PAGE
to whole dollars. Statement covers period a .
Summary Page P. • 1
from
through
NAME OF FILER
Page of
Expenditures Made
6. Payments Made_ ....... ....................._.__......_............._....
sonnets E, Linea
Column A
p
$ 1 f •5.00 -
Column B
Calendar Year Summary for Candidates
Contributions Received
M� SCHEDUras
,1. 1.
Running in Both /he State Primary and
..................... Add Lines 6,2
$ CQU.C�
its. c'HEo
9. Accrued Expenses (Unpaid Bills).........._....__...__
............. schedule P, Linea
amounts in Column A may
16. ENDING CASH BALANCE Add Loren 12. 13. fa, than subtrect Line 15
$ 5�-!]A
General Elections
1. Monetary Contributions_._ ............. _...............
schedule A.Line3
$ d
$
50o •00
Ill through 6130 7l1 to Date
2. Loans Received __.......... -................... .............................
schedule e, Line 3
filed for this calendar year,
20. Contributions
$
only carry over the amounts
from Lines 2, 7, and 9 (if
3. SUBTOTAL CASH CONTRIBUTIONS ....... ..............
....... Add Lines l.2
$
$
• �0
Received $ SLIO•�'•b $ � U
4. Nonmonetary Contributions .............. ........................
schedwe C, Line
21. Expenditures
5e0_O�
Made $ f y -0.00 $nas3.a
5. TOTAL CONTRIBUTIONS RECEIVED._..____.._
.................Add u
$ 0
8
S L
CL
Expenditures Made
6. Payments Made_ ....... ....................._.__......_............._....
sonnets E, Linea
$ $� •
p
$ 1 f •5.00 -
/ I
$ Oa
7. Loans Made..... ..... ........... .... .. . .....................
... Scnadme H. Line
add mountain Column
8. SUBTOTAL CASH PAYMENTS..__._ ...........
..................... Add Lines 6,2
$ CQU.C�
�Gs�
$ L L.xi•0�
9. Accrued Expenses (Unpaid Bills).........._....__...__
............. schedule P, Linea
amounts in Column A may
16. ENDING CASH BALANCE Add Loren 12. 13. fa, than subtrect Line 15
$ 5�-!]A
10. Non monetary Adjustment __
11. TOTAL EXPENDITURES MADE.._
..____ schedule C. Linea
...._ Add Lines s. s. fa
should be subtracted from
$ �a�.ri•d�
$ 5fb•0b
previous period amounts. If
Current Cash Statement
12. Beginning Cash Balance ............ .__.......... Previoussummary Nita Une16
/ I
$ Oa
To calculate Column B,
13. Cash Receipts .... .... ................... .... ..... ................. ..... column A, Une 3 above
- � '
add mountain Column
A to the corresponding
14. Miscellaneous Increases to Cash ._._._.....- .................. schedule 1, Line a
amounts from Column B
of your last report. Some
15. Cash Payments .............. .... .......... __....... ................. column A. Line aabom
amounts in Column A may
16. ENDING CASH BALANCE Add Loren 12. 13. fa, than subtrect Line 15
$ 5�-!]A
be negative figures that
should be subtracted from
if this is a termination statement, Line 16 most be zero
previous period amounts. If
this is the first report being
filed for this calendar year,
17. LOAN GUARANTEES RECEIVED.----, ................. . schedules, Pada
$
only carry over the amounts
from Lines 2, 7, and 9 (if
Cash Equivalents and Outstanding Debts
any).
18. Cash Equivalents_ ..........................._.............._. see instreclans on reverse
$
19. Outstanding Debts ....... ........... ............ Add Line 2. Line 9 in Column a above
$
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
le Station w voluntary E.pandllun Limp
Date of Election Total to Date
(mMddlyy)
Jam- $
'Amounts m this section may be different from amounts
reported in Column B.
FPPC Form 460 Pan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.o.gov
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Schedule A
Monetary Contributions Received
Amounts may be Founded SCHEDULE A
to whole dollars. Statement coven period
e
from e
Schedule A Summary
1. Amount received this period - itemized monetary contributions.
(Include all Schedule A subtotals.).........................................................................................................$
2. Amount received this period - unitemized monetary contributions of less than $100 ...........................$
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTV or SCC)
OTH - Other (e.g., business entity)
PTV - Political Party
SCG - Email Conhibutor Committee
FPPC Form 460 (tan/2016)
FPPC Advice: advice@fppc.ca.gov (866/215-3772)
w aw.fppc.w.gov
through
Pape of
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
LD. NUMBER
DATE
FULL NAME. STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVEDTHIS
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TO DATE
RECEIVED
IFCONNmEEKSOENTERID. NVMMEIl
CODE*
(IF SELFENPLOYED. ENTEaenvE
PERIOD
(JAN .1 -DEC . 31)
(IF REQUIRED)
OFOUSIDESS)
ni»w/NL`L I�/�NF1SvYc♦SGv Vit -c
❑IND
P;"KAL1G
1
/+
❑scc
❑IIND
❑ COM
❑ OTH
] PTV
I] SCC
El IND
❑ COM
❑ OTH
❑ PTV
] SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
I] IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
SUBTOTALS
Schedule A Summary
1. Amount received this period - itemized monetary contributions.
(Include all Schedule A subtotals.).........................................................................................................$
2. Amount received this period - unitemized monetary contributions of less than $100 ...........................$
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTV or SCC)
OTH - Other (e.g., business entity)
PTV - Political Party
SCG - Email Conhibutor Committee
FPPC Form 460 (tan/2016)
FPPC Advice: advice@fppc.ca.gov (866/215-3772)
w aw.fppc.w.gov
Instructions for
Schedule A
Monetary Contributions Received
Report monetary contributions (except loans)
received during the reporting period on Schedule A.
Also report on Schedule A if a contributor forgives
a loan for your committee or a third party pays a
loan for your committee. Loans received during
the period are reported on Schedule B. Certain
transfers between a state candidate's controlled
committees are also disclosed on Schedule A.
(See FPPC Campaign Disclosure Manual 1.)
If a total of $100 or more is received from a single
contributor during a calendar year, report the
name, street address, city, state and zip code of
the contributor, the amount contributed this period,
and the cumulative amount received from the
contributor since January 1 of the current calendar
year.` Include monetary and nonmonetary
contributions and loans when reporting the
cumulative amount.
Contributions totaling less than $100 received from
a single contributor during a calendar year are
reported as a lump sum on Line 2 of the Schedule
A Summary.
`There are exceptions to the calendar year
"cumulation period" for candidate elections and
ballot measure elections held in January and early
February, and for ballot measure qualification
activities. (See the FPPC Campaign Disclosure
Manuals for candidates and ballot measure
committees.)
Date Received
A monetary contribution has been received when
the candidate or committee, or an agent of the
candidate or committee, receives or obtains control
of the check or other negotiable instrument. There
are special miss for reporting the date contributions
are received by a committee that collects
contributions through employee payroll deductions
or membership dues and contributions received
electronically (e.g., credit card, text).
Contributor Codes:
For each itemized contributor, check the applicable
contributor code:
IND — contributions from any individual's personal
funds.
COM — contributions from other committees that
receive contributions. These committees will have
an identification number assigned by the Secretary
of Slate. Examples: political action committees,
other candidates' committees. (State committees
should use PTY or SCC when appropriate.)
OTH — business entities and other contributors
PTY — contributions from political parties (including
state and county central committees).
SCC — contributions from small contributor
committees (applicable only to state candidates and
committees).
Contributions from Individuals:
When itemizing a contribution from an individual,
also disclose the contributor's occupation and the
name of his or her employer. If the contributor
is self-employed, provide the name of his or her
business. If the contributor is not employed, enter
"none."
It is not necessary to enter occupation and
employer information for other types of contributors
(such as business entities).
Missing Contributor Information: Acontribution
of $100 or more must be returned to the contributor
within 60 days if the recipient does not obtain the
contributor's address, occupation and employer.
Contributions from Committees
When itemizing a contribution from another
recipient committee, disclose the identification
number assigned to that committee by the
Secretary of State in addition to its name and
address. If no ID number has been assigned,
provide the name and address of that committee's
treasurer.
Intermediaries:
If you receive a contribution through an
intermediary (i.e., you have received a contribution
check from a person other than the true source of
the funds), disclose all of the required information
for both the intermediary and the actual contributor.
Per Election to Date:
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the
calendar year cumulative amount. (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1.)
Additional Important Information
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about aggregating monetary and nonmonetary
contributions, recordkeeping, prohibitions on cash
contributions, returning contributions, and more.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/215-3772)
www.fPPc.ca.gov
Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.)
Monetary Contributions Received toeidollars. Statementcovarsperiod a. 4
' a. . 1
from
'Cantdbutor Codes
IND - Individual
COM - Recipient Committee
(other than PTV or SCC)
OTH - Other (e q., business entity)
PTV - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@lfppc.ca.gov (866/Z)5-37]2)
wwiM.fppC.w.gov
through
Page of
NAME OF FILER
I ➢. NUMBER
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
IFAN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVED THIS
CUMULATIVE TO DATE
PER ELECTION
RECEIVED
IIF CoaMRTEB.PEu ENTER ro. NUMBER)
CODE
(IF SELF{ MME
PERIOD
(AN.1-DEC 31)
(JAN.1-DEC. 31)
REQUIRED)
(FREQUIRED)
OF BUSINESS)
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
Lj OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
SUBTOTALS
'Cantdbutor Codes
IND - Individual
COM - Recipient Committee
(other than PTV or SCC)
OTH - Other (e q., business entity)
PTV - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@lfppc.ca.gov (866/Z)5-37]2)
wwiM.fppC.w.gov
SCHEDULE B - PART 1
Schedule 5 — Part 1 to whole dollars.
Statement covers period
5=.ukE.LIn5)
Loans Received
(Total Column (b) plus unitemized loans of less than $100.)
from
e
SEE INSTRUCTIONS ON REVERSE
through
page— of_
NAME OF FILER
ID NUMBER
FULL NAME, STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL, ENTER
OUTSTANDING
MA BM
lel
AMOUNT PAID
OUTSTANDING
INTEREST
ORIGINAL
CUMULATIVE
OFLENDER
OCCUPATION AND EMPLOYER
(IF SELF -EMP YEp ENTER
BALANCE
RECEIVEDTHIS
OR FORGIVEN
BAIANCEAT
pgIDTH1S
AMOUNT OF
CONTRIBUTIONS
nFCOMNDTEEAL50EMTERm. NUMBER)
NAME OF BUSINESS)
BEGINNING THIS
PERIOD
THIS PERIOD*
CLOSE OF THIS
PERIOD
LOAN
TO DATE
PERIOD
PERIOD
❑ PAID
CPLENDAR YEpR
$
%
$
❑ FORGIVEN
PER ELECTION"
VPC
i ❑ IND ❑ COM ❑ OTH ❑PTY ❑BCC
5
5
5
5
5
DATE DILE
DATE INCURRED
❑ PAID
CALENDAR YEAR
$
%
$
[I FORGIVEN
PER ELECTION"
MTE
F
$
5
$
5
DATE DUE
DATE INCURRED
t ❑ IND ❑COM ❑ OTH ❑ PTY El
❑ PAID
CALENDARYEAR
$
5
%
f
$
❑ FORGIVEN
PER ELECTION"
m E
S
i
5
S
$
pgTE DUE
DATE INCURRED
t❑ IND [ICOM ❑ OTH CIPITY [I SCC
SUBTOTALS $ $ $ E
Schedule B Summary
5=.ukE.LIn5)
1. Loans received this period....................................................................................................................$
(Total Column (b) plus unitemized loans of less than $100.)
tContribumr Codes
2. Loans paid or forgiven this period...................................................................................................$
IND - individual
or f
(Total Column (c) plus loans under $100 paid or forgiven.)
COM -Recipient Committee
(Include loans paid by a third party that are also itemized on Schedule A.)
(other than PTV or SCC)
OTH -Other NFg., business entity)
PTY - Political Party
3. Net change this period. (Subtract Line 2 from Line 1.)..............................................................
NET $
SCC - Small Contnbutor Committee
Enter the net here and on the Summary Page, Column A, Line 2.
uma M, a neednM �ama.r
'Amounts krgiven or paid by another party also must be reported on Schedule A.
FPPC Farm 460 (Jan/2016)
" If required.
FPPC Advice: advice @frlP0.ta.80v (866/275-3772)
www.fppc.w.gov
Instructions for
Schedule B — Part 1
Loans Received
All loans received or outstanding are reported on
Schedule B. Loans include monetary loans and
amounts drawn on lines of credit.
Report loan guarantors on Schedule B — Part 2. A
"guarantor' is a third party that co-signs, endorses,
or provides security for a loan, or establishes or
provides security for a line of credit. A guarantor is
also making a contribution.
When a state candidate guarantees a loan from a
commercial lending institution in connection with his
or her election, both the lending institution and the
candidate are required to be disclosed as the lender.
For each loan of $100 or more that was received
or was outstanding during the reporting period,
disclose the lender's name and address. Report
the original source of all loans received. E.g., for a
loan from a commercial lending institution for which
a candidate is personally liable, report the lending
institution as the lender.
Column (a) — Enter the outstanding loan balance
at the beginning of this period (Column (d) of last
report). If the loan was received this period, this
column will be blank.
Column (b) — Enter the amount received from the
lender during this reporting period. If this loan was
received in a previous reporting period, leave blank.
Column (c) — Enter the amount of any reduction of
the loan during this reporting period. Check whether
the loan was paid or forgiven. When the lender
forgives a loan or a third party makes a payment
on a loan, also report the lender or third party on
Schedule A.
Column (d) — Enter the outstanding balance of the
loan at the close of this reporting period. Enter the
due date, if any.
Column (e) — Enter the interest rate and the amount
of interest paid on the loan(s) during this reporting
period. Interest paid is reported separately from
payments made on the loan principal. Interest
payments are also transferred to the Schedule E
Summary.
Column (f) — Enter the original amount of the loan
and date received. If this is the first time you are
reporting the loan, this will be the same amount
reported in Column (b).
Column (g) — Enter the cumulative amount of
contributions (loans, monetary and nonmonetary
contributions) received from the lender during
the calendar year covered by this statement.
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Disclosure Manual 1.)
Schedule B Summary:
The Schedule B Summary reflects the "net change"
in your loan activity. That is, loan payments made
during the period are subtracted from new loans
received. When the loan payments number is larger
than the amount of new loans received, Line 3
will be a negative figure. For example, if $200 is
paid during the period and only $100 is received
in new loans, report the net change on Line 3 as
"-$100" or "($100)." Be sure to carry this figure
to the Summary Page as a negative figure to be
subtracted from Summary Page totals.
Additional Important Information:
Refer to the Instructions for Schedule A for important
information about:
Contributor codes
Contributions from individuals
Contributions from committees
Intermediaries
A loan received from a commercial lending
institution in the normal course of business is
reportable on Schedule B but is not considered a
contribution. Contributor codes and cumulative
amounts (Column (g)) are required only for loans
that are contributions.
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about recordkeeping, prohibitions on cash
contributions, returning contributions, and more.
FPPC Form 460 (Jan/2016(
FPPC Advice: advice@fppc.ca.gm (666/215-3772)
www.fpPc.a.gov
SCHEDULE B -PART 2
Schedule ti — Fart Z IRmoume may me rounaen
to whole dollars.
Loan Guarantors
Statemetd covers pend
from
e - • 1
e.
SEE INSTRUCTIONS ON REVERSE
through
Page of
NAME OF FILER
I.D. NUMBER
FULL NAME, STREETADDRESS AND
ZIP CODE OF GUARANTOR
BFCOMMITTEEALSOENTERI.D. NUMBER)
CONTRIBUTOR
CODE
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IFELREMttOYED. ENTER
NAME OFBUSINEBa)
LOAN
AMOUNT
GUARANTEED
THIS PERIOD
CUMULATIVE
TO DATE
BALANCE
OUTSTANDING
TO DATE
❑IND
LENDER
CALENDANYEAR
❑ COM
DATE
PER ELECTION
(IF REQUIRED)
❑ OTH
❑ PTV
❑ SCC
t
CALENDAR YEAR
El IND
LENDER
❑ COM
ElOTH
PER ELECTION
QF REQUIRED)
GATE
❑ PTY
❑ SCC
E] IND
LENDER
CALENDAR YEAR
❑ COM
PER ELECTION
(IF REQUIRED)
❑ OTHDATE
❑ PTY
❑ 5CC
❑ IND
LENDER
CALENDAR YEAR
❑ COM
DATE
Ej DTH
PER FLECLON
(IF REQUIRED)
❑ PTY
❑ 5CC
SUBTOTAL $ s�mm•n vD•
Llre T only
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov )866/2]5-3)72)
www.fppC.o.gov
instructions for
Schedule B — Part 2
Loan Guarantors
Guarantors of loans received or outstanding during
the reporting period are reported on Schedule
B — Part 2. A"guarantor' is a third party that co-
signs, endorses, or provides security for a loan, or
establishes or provides security for a line of credit.
A guarantor is also making a contribution.
For each guarantor of $100 or more, enter the
name and address of the guarantor and, if the
guarantor is an individual, his/her occupation and
employer or, if self employed, the name of his/her
business.
Enter the name of the lender or the entity at which
a line of credit was established and the date of the
loan or the date the line of credit was established.
Enter the amount guaranteed this period, if
applicable. For lines of credit, enter the full amount
established or secured by the guarantor during the
period. (Report amounts drawn on a line of credit
on Schedule B — Part 1.)
Enter the cumulative amount guaranteed during
the calendar year covered by the statement.
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Disclosure Manual 1.)
Report the outstanding balance for which the
guarantor is liable at the close of this reporting
period.
Loan guarantees are not included in the Schedule B
Summary, but are carried forward in a lump sum to
Line 17 of the Summary Page.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gav (866/275-3772)
www.fPPc.o.gov
Schedule C Amounts may be Founded SCHEDULE C
Nonmonetary Contributions Received to—.1.dollars.
bodement covers period
'Contributor Codes
1. Amount received this period - itemized nonmonetary contributions.
. 1from
IND - Individual
(Include all Schedule C subtotals.)......................................................................................................................$
SEE INSTRUCTIONS ON REVERSEthrough
PageofNAME
TER
OF FILER
I D. NU
DATE
FULLNAME. STREETADDRESS ANO
CONTRIBUTOR
FAN INDIVIDUAL, ENTER
DESCRIPTION OF
AMOUNTI
CUMULATIVE TO
DATE
PER ELECTION
RECEIVED
ZIP CODE OF CONTRIBUTOR
CODE•
OCCUPATION AND EMPLOYER
(If RELF-EMPLOYED. ENTER
GOODS OR SERVICES
FAIR MPRKET
VALUE
CALENDAR YEAR
TODAT
To DATE
DE GCMMDTEE. ALso ENTER I. o. NOMeERI
Nurse G NJEINF sl
(JAN 1- DEC 31 i
gF ED)
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
C IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
C OTH
❑ PTY
❑ SCC
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
Schedule C Summary
'Contributor Codes
1. Amount received this period - itemized nonmonetary contributions.
IND - Individual
(Include all Schedule C subtotals.)......................................................................................................................$
COM - Recipient Committee
(other than PTY or SCC)
2. Amount received this period - unitemized nonmonetary contributions of less than $100 ..................................$
OTH -Other (e.g., business entity)
PTV - Political Party
3. Total nonmonetary contributions received this period.
SCC - Small Contributor Committee
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A. Lines 4 and 10.).....................TOTAL
$
FIRK Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.p v 1866/275-3772)
..fppc.ca.gov
Instructions for
Schedule C
Nonmonetary Contributions Received
Report the receipt of nonmonetary contributions on
Schedule C.
Nonmonetary contributions include:
• Goods and services for which you have not paid
the fair market value, including items donated
for auctions or garage sales, such as artwork or
furniture.
• A discount that is not available to the public
generally.
• Salary payments made by an employer for an
employee who spends 10% or more of his or her
compensated time in a calendar month working
for your committee.
Volunteer personal services and payments
voluntarily made by a person for his or her
own campaign -related travel expenses are not
reportable. The occupant of a home or office can
host a fundraiser without making a nonmonetary
contribution as long as the total cost of the
fundraiser is $500 or less.
If a total of $100 or more is received from a single
contributor during a calendar year, report the
name, street address, city, state and zip code
of the contributor, the amount contributed this
period, and the cumulative amount received from
the contributor since January 1 of the current
calendar year. Include monetary and nonmonetary
contributions and loans when reporting the
cumulative amount.
Contributions totaling less than $100 received from
a single contributor during a calendar year are
reported as a lump sum on Line 2 of the Schedule
C Summary.
Date Received:
A nonmonetary contribution has been received
on the earlier of the following: 1) the date the
contributor made an expenditure for goods
or services at your behest (in consultation or
coordination with you, or at your request or
suggestion); or 2) the date you or your agent
obtained possession or control of the goods or
services.
Per Election to Date:
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the
calendar year cumulative amount. (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1.)
Fair Market Value:
The fair market value of a nonmonetary
contribution is the amount it would cost to purchase
the goods or services on the open market. The fair
market value can be more than the amount it cost
the contributor to provide the goods or services to
you.
If you do not know the value of a nonmonetary
contribution, you may request the contributor to
provide you with a written statement of the value.
If you make a request in writing and the value of
the contribution is $100 or more, the contributor is
required by law to provide the information.
Administrative Services:
Administrative overhead and start-up expenses
paid by a sponsoring organization for its sponsored
committee are not contributions to the committee
but must be reported on Schedule C. Report the
value of the services in the "Description of Goods
or Services" column and a zero in the "Amount"
and "Cumulative to Date" columns.
Nonmonetary Contributions as
Expenditures:
The total of nonmonetary contributions is reported
on the Summary Page as both contributions
received and expenditures made. Enter the total
on Line 3 of the Schedule C Summary on both
Lines 4 and 10 of the Summary Page. (Slate
Candidates: Most nonmonetary contributions also
count for purposes of the voluntary expenditure
limits.)
Additional Important Information:
Refer to the Instructions for Schedule A for
important information about:
• Contributor codes
• Contributions from individuals
• Contributions from committees
• Intermediaries
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about aggregating monetary and nonmonetary
contributions, recordkeeping, and more.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.w.8ov )866/275-3772)
www.fPPC.ca.gov
Schedule D
SCHEDULE D
bummary OT tx enanures Amounts may no rounded
alinement covers pertotl
R.I. dollars.
In Supporting/Opposing Other
Candidates, Measures and Committees
fromBEE
TBE
INSTRUCTIONS ON REVERSE
through
7DITEPER
NAME OF FILER
DATE
NAME OF CANDIDATE, OFFICE. AND DISTRICT, OR
TYPE OF PAYMENT
DESCRIPTION
AMOUNTTHIS
CUMULATIVTION
CALENDAR YEAR
TO DATE
MEASURE NUMBER OR LETTERAND JURISDICTION,
(IF REQUIRED)
PERIOD
pAN.t-QEc. 31)
(IF REQUIRED)
OR COMMITTEE
Monetary
Contribution
0 Nonmonetary
Contribution
0 Independent
0 Support 0 Oppose
Expenditure
Monetary
Contribution
0 Nonmonetary
Contribution
❑ Independent
0 Support 0 Oppose
Expenditure
0 Monetary
Contribution
0 Nonmonetary
Contribution
❑ Independent
Support 0 Opp..
0 os
Expenditure
SUBTOTAL $
Schedule D Summary
1. Itemized contributions and independent expenditures made this period. (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 060 (lan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule D
/Cnn}inuaTinn RhooH Aman..-h.-unn.d
Summary -
of Expenditures to whole dollars.
- -....
Statement covers period a.
Supporting/Opposing Other
a •'
Candidates, Measures and Committees
from
Through Paga of
LD. NUMBER
DATE
NAME OF CANDIDATE. OFFICE, AND DISTRICT, OR
TYPE OF PAYMENT
DESCRIPTION
AMOUNTTHIS
CUMULATIVE TO DATE
PER ELECTION
MEASURE NUMBER OR LETTER AND JURISDICTION,
(IF REQUIRED)
PERIOD
CALENDARYEAR
TO DATE
OR COMMITTEE
(AN .1 -DEC. 31)
(IF REQUIRED)
Monetary
2.5CJ.op
ZSb.Gl"7
Contribution
Nonmonetary
Contribution
❑ Independent
❑ Support ❑ OOpppose
Expenditure
aMonetary
'Contribution
0
.Z eo'jv7
A -OO. ill]
Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
5�7/2m/g
Z; tA^ v." r %-r /3. A
C& Monetary
p
5 AD.(:"
$Gt) - Oa
Contribution
Nonmonetary
Contribution
0 Independent
0 Support ❑ Oppose
Expenditure
JiILDIg
�D�� <br A33e-, Jo / -
Monetary
(9
-5c r17v
J`GLO. Do
/`y 1
vVei r F -w+ Ce.ny„e i - ..
C
Contribution
"Me»cry}%t
ontrlbution
/
S �•
'54P-t>0
5�
Independent
❑ Support ❑ Oppose
Expenditure
SUBTOTAL $
FPPC Form 460 Uan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3172)
www.fppC.w.gov
Instructions for
Schedule D
Summary of Expenditures Supporting/Opposing Other
Candidates, Measures, and Committees
Schedule D is a summary of payments reported
on Schedules E, F, and H that are contributions or
independent expenditures to support or oppose
candidates and committees. These include:
• A direct monetary contribution or loan made to
another candidate or committee.
A payment made to a vendor for goods or
services for a candidate or committee (a
nonmonetary contribution).
• A donation to a candidate or committee of goods
on hand, or the payment of salary or expenses
for a campaign employee who spends 10% or
more of his or her compensated time working for
another candidate or committee.
• A payment made for a communication (e.g.,
a mailing, billboard, radio ad) that expressly
advocates the election, passage or defeat of a
clearly identified candidate or ballot measure,
but the payment is not made to—or at the behest
of—the candidate or a ballot measure committee.
These payments are "independent expenditures"
and may trigger additional reports for your
committee.
If a total of $100 or more is contributed or
expended during a calendar year to support or
oppose a single candidate, ballot measure, or a
general purpose committee (e.g., a political party),
disclose the name of the candidate and the office
sought or held and the candidate's district, if any,
the number or letter and jurisdiction of the ballot
measure, or the name of the general purpose
committee. For each candidate or measure listed,
indicate whether the payment was made to support
or oppose the candidate or measure. For example,
if you made a contribution to the Committee
Against Measure A, check the "Oppose" box.
Disclose the date(s) and amount(s) of contributions
or independent expenditures made this period
relative to each candidate, measure, or committee,
and the cumulative amount contributed or paid
to date relative to the candidate, measure, or
committee since January 1 of the current calendar
year. Cumulate contributions and independent
expenditures separately.
Contributions and expenditures of less than $100 to
support or oppose a single candidate or measure
during a calendar year are totaled and reported as a
lump sum on Line 2 of the Schedule D Summary.
Per Election to Date:
If a contribution is made to a candidate that is
subject to stale contribution limits (or if required
by local ordinance), disclose the total amount
contributed to the committee in connection with
each limitation cycle and identify the election year.
The primary and general elections are separate
elections. For example, a $4,200 contribution to a
candidate for the primary election in 2016 would be
disclosed as "$4,200 P-16."
"Per Election to Date" Column
Limitation Cycle
Year of Election
Primary P
2016 16
General G
2017 17
Special S
2018 18
Runoff R
2019 19
Description
If you contributed goods on hand to another
candidate or committee (e.g., office supplies),
describe the goods or services in the "Description"
column and disclose the fair market value of the
contribution. The fair market value is the amount it
would cost the recipient to purchase the goods or
services. Because payments must be described
when they are reported on Schedules E and F,
you need not provide a description on Schedule
D for payments reported on Schedules E or F that
are nonmonetary contributions or independent
expenditures.
Date of Contribution or Expenditure
A monetary contribution is made on the date it
is mailed, delivered, or otherwise transmitted it
to the candidate or committee. A nonmonetary
contribution is made on the earlier of the following:
1) the date you made an expenditure for goods
or services at the behest of the candidate or
committee; or 2) the date the candidate or
committee obtained possession or control of the
goods or services.
Additional Important Information
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about recordkeeping, prohibitions on cash
payments, restrictions on the use of campaign
funds, and more.
FPPC Form 460 flan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.w.gov
Schedule E Amounts may be rounded Statement covers period
Payments Made to whole dollars'
y from zdv
Page— of
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment
CMP
campaign paraphernalia/misc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
Mi
meetings and appearances
RFD
returned oUntributions
CTB
contribution (explain nonmonetary)'
DEC
office expenses
SAL
campaign workers'salaries
CVC
civic donations
PET
petition circulating
TEL
L, or cable airtime and production costs
FIL
candidate filing/ballot tees
PHO
phone banks
TRC
candidate travel, loi and meals
END
fundraising events
POL
polling and survey research
TRS
staff/spouse travel, lodging, and meals
IND
independent expenditure supporting/opposing others (explain)'
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs Internet, e-mail)
NAME AND ADDRESS OF PAYEE
Ec... i. uEO ENTER m. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
Y;�e_H WaAP lay Grier et Ac. I
C_ -v
$A�,flligt>r dor C %Avy)L�VL
5:nDX:io
` Payments that are contnbutlons or independent expenditures must also be summanzed on Schedule D. SUBTOTAL$
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.)
2. Unitemized payments made this period of under $100.......................................................................................................................................... $
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ........................... TOTAL $ SGYi.
FPPC Form 060 pan/20161
FPPC Advice: advicenfppc.ca.gov (866/275-3772(
www.fppc.w.gov
Instructions for
Schedule E
Payments Made
Report payments on Schedule E (other than loans)
For each payment of $100 or more made during
the period, report the name and street address,
city, state, and zip code of the payee or creditor,
and the amount paid during the period. Payments
of less than $100 during the period are reported as
a lump sum on Line 2 of the Schedule E Summary.
However, if two or more payments under $100
were made for a single product or service and the
total paid during the period was $100 or more,
itemize the total amount paid during the period.
Report payments made on accrued expenses.
Also report the required information on
Schedule F.
Code or Description of Payment
If one of the codes listed on Schedule E fully
describes the payment, enter the code. A full
description of each code is provided on the back of
the Schedule E -Continuation Sheet. If none of the
codes fully explains the payment, leave the "Code"
column blank and enter a brief description of the
goods or services purchased in the "Description of
Payment" column.
Credit Card Payments:
Disclose the name, address, and amount paid to
the credit card company during the period. Also
disclose the name, address, amount paid, and
code or description of payment for each vendor
paid $100 or more. You may disclose the vendor
payments on Schedule E or Schedule G.
Payments by Agents and Independent
Contractors:
When an agent or independent contractor (e.g.,
campaign worker, advertising agency, campaign
management firm) makes payments on your
behalf ("subvendor payments"), disclose the name,
address, amount paid, and code or description
of payment for each vendor paid $500 or more.
Disclose payments to the agent or independent
contractor on Schedule E. You may disclose the
subvendor payments on Schedule E or Schedule
G.
Loans:
Report interest paid on loans received on Line 3 of
the Schedule E Summary (from Schedule B, Part
1, Column (e)).
Report payments made on loans received on
Schedule B and loans made to others on Schedule
H. Do not report on Schedule E.
Savings Accounts/Certificates of
Deposit/Money Market Accounts:
Do not report transfers of campaign funds into
savings accounts, certificates of deposit, money
market accounts, or the purchase of any other
asset that can readily be converted to cash on
Schedule E. Continue reporting these amounts as
part of your cash on hand on the Summary Page.
Candidates:
• Candidates must briefly describe the political,
legislative, or governmental purpose of an
itemized expenditure for gifts, meals, and travel
payments. FPPC Regulation 18421.7 sets out
the requirements.
• Candidate controlled ballot measure committee
funds may only be used to make payments
related to a state or local measure or potential
measure (including qualification activities)
anticipated by the committee. See FPPC
regulation 18521.5.
Ballot Measure Committees
A ballot measure committee that makes a payment
to any business entity (1) which is owned 50
percent or more by any of the individuals listed
below, or (2) in which any of the individuals listed
below is an officer, partner, consultant or employee,
must report that individual's name, relationship to
the committee, and a description of the ownership
interest or position with the business entity.
Individuals covered by (1) and (2) above include:
-- A candidate or person controlling the
committee; or
-- An officer or employee of the committee; or
-- The spouse of any of the above.
FPPC Form 460 (Jan/2016)
FPPC Advice: advicei@fppc.w.gov (866/275-3772)
wwwJpPc.a.gov
Schedule E
(Continuation Sheet)
Payments Made
SEE INSTRUCTIONS ON REVERSE
Amounts may ba rounded
to whole dollars.
covers
SCHEDULE E (CONT
Page— of
LD. NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code.
Otherwise, describe the payment.
CMP
campaign paraphernahalmisc.
MBR
member communicebons
RAD
radio airtime and production costs
CNS
campaign consultants
Mi
meetings and appearances
RFD
returned contributions
CTS
contribution (explain nonmonetaryr
DEC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
PET
petition circulating
TEL
l.v. or cable airtime and production costs
FIL
candidate filing/ballot tees
PHO
phone banks
TRC
candidate travel, lodging, and meals
END
fundraising events
POL
polling and survey research
TRS
staff/spouse travel. lodging, and meals
IND
independent expenditure supportinglopposing others (explain)'
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (interni, e-mail)
NAME AND ADDRESS OF PAYEE CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
(IF CIXAMITIEEALSO ENTER 10. NUMBER)
`Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS
FPPC Form 460 (/an/2016)
FPPC Advice: advice@fppc.ra.gov (866/2]5-37]2)
Instructions for
Schedule E (Continued)
Payments Made
Codes
CMP: Campaign paraphernalialmisc. Lawn
signs, buttons, bumper stickers, T-shirts, potholders,
etc. Includes costs of election night event.
CNS: Campaign consultants. Fees and
commissions paid to professional campaign
management or consulting firms.
CTB: Contributions. Contributions made to other
candidates and committees. Use "CTB" for direct
monetary contributions. For nonmonetary (in-kind)
contributions, use "CTB" and, if one of the other
codes accurately describes the expenditure, you
may enter that code also. Otherwise, describe the
payment. Also provide the name of the candidate
or committee that received the nonmonetary
contribution in the "Description of Payment" column.'
CVC: Civic donations. Donations to civic,
nonprofit or education organizations; payments for
community events.
FIL: Candidate Filing/Ballot Fees. Payments to
election officials for candidate filing fees and fees
charged for publication of a ballot statement.
FIND: Fundraising events. Expenditures
associated with holding a fundraising event,
including payments for event space to hotels
or halls, payments for food and beverages to
restaurants, caterers and other vendors, and
payments for speakers, entertainment, and
decorations. Includes costs of house parties.
(Use "LIT" for costs of invitations, brochures, and
solicitations associated with fundraising events.)
IND: Independent expenditures. Payments
for communications that supporttoppose other
candidates or measures that are not made in
consultation or coordination with the candidates
or a ballot measure committee. Use "IND" and,
if one of the other codes accurately describes
the independent expenditure, you may enter that
code also. Otherwise, describe the payment. Also
provide the name of the candidate or ballot measure
supported or opposed by the expenditure.'
LEG: Legal Defense. Attorney or other fees paid
for legal defense.
LIT: Campaign literature and mailings.
Preparation, production, and distribution of
campaign literature, direct mail pieces, fundraising
solicitations, and door hangers. Includes costs
of mailing lists, design/graphics, copy and layout,
printing and photocopying. Includes payments to be
on a slate mailer, and for absentee ballot mailers.
MBR: Member Communications. Payments
for communications to members, employees, or
shareholders of an organization, or their family
members, for the purpose of supporting or opposing
a candidate or ballot measure.
MTG: Meetings and appearances. Costs
associated with meetings, press conferences, town
halls, constituent meetings, etc.
OFC: Office expenses. Expenditures for office
rent; utilities (including cellular phone service);
purchase or rental of office equipment (computer, fax,
photocopier, etc.) and furniture; office supplies, etc.
PET: Petition circulating. Includes payments
for printing petitions and payments to signature
gathering firms for ballot measure qualification drives.
PHO: Phone banks. Costs of phone banks.
POL: Polling and survey research. Costs of
designing and conducting polls, reports on election
trends, voter surveys, etc.
POS: Postage, delivery and messenger
services. Includes U.S. Postal Service, Federal
Express, United Parcel Service, and other delivery
and courier services.
PRO: Professional services. Includes legal,
accounting, and bookkeeping services.
PRT: Print space and production costs. Includes
advertising space in newspapers, magazines and
other publications, and billboard ads.
RAD: Radio airtime and production costs.
RFD: Returned contributions.
SAL: Campaign workers salaries. Includes stale
and federal payroll taxes.
TEL: Television or cable airtime and video
production costs.
TRC: Candidate travel. Payments or
reimbursements for travel, lodging, and meals of a
candidate.
TRS: Staff/spouse travel. Payments or
reimbursements for travel, lodging, and meals of a
candidate's representative (staff), or member of the
candidate's household.
TSF: Transfers. Only use this code to report the
transfer of funds to another authorized committee
of the same candidate or sponsoring organization.
Report funds this committee gives to other
committees on Schedule E, as contributions ("CTB")
to those committees, not as transfers.
VOT: Voter registration costs.
WEB: Information technology costs. Includes
payments for website design, e-mail, internet
access, production of website and e-mail
advertising.
'Payments that are contributions or independent
expenditures to support or oppose other
candidates, measures, and committees must
also be summarized on Schedule D.
FPK Form 960 pan/20161
FPP[ Advice: advicepfppc.w.gov (866/275-3772)
www.fPPc.ce.gov
Schedule F Amounts may be rounded
to whole dollars.
Accrued Expenses (Unpaid Bills)
Statement covers Period
through
SCHEDULEF
Page of
ID. NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code.
Otherwise, describe the payment.
CMP
campaign paraphemalialmisc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetaryy
OFC
office expenses
SAL
campaign workere salaries
CVC
civic donations
PET
petition circulating
TEL
Lv or cable airtime and production costs
FIL
Emulsible filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
END
fundraising events
POL
polling and survey research
TRS
staff/spouse travel, lodging, and meals
IND
independent expenditure supporting/opposing others (explain)"
POS
Postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
prolessional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
infcoretsn technology costs Internet. e-mail)
NAME AND ADDRESS OF CREDITOR
IIF COMMITTEE . use ENTER I D. NuMBEIR
CODE OR
DESCRIPTION OF PAYMENT
(a)
OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
(b)
AMOUNT INCURRED
THIS PERIOD
lo)
AMOUNT PAID
THIS PERIOD
Men REFOm ON E)
(d)
OUTSTANDING
BALANCEATCLOSE
OF THIS PERIOD
• Payments that are contrbutions or independent expemdlwres must also be SUBTOTALS $ $ $ $
summarized on schedule D.
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 unilemized 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.)..........
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
on the Summary Page, Column A. Line 9.).................................................................................................................................
PAID TOTALS $
NET$ may be a seveare number
FPPC Form 460 (lam/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
rrrrr, ionic ra m.v
Instructions for
Schedule F
Accrued Expenses (Unpaid Bills)
Report unpaid bills for goods or services on
Schedule F.
If the amount owed to a single vendor is $100
or more at the end of the reporting period, you
must disclose the name and street address, city,
state, and zip code of the payee or creditor and
the amount incurred during the period that is
outstanding at the end of the period (Column (b)).
Continue reporting the accrued expense on each
subsequent campaign statement until it is paid.
You are not required to report on Schedule F
regular administrative overhead expenses, such
as rent, utilities, phones, or employee salaries if
you have not received a bill in the normal course of
business or if the due date for the payment is after
the closing date of the statement.
If you do not know the exact amount of a debt or
obligation, provide an estimate. Once the exact
amount is known, amend the estimated amount
or note the correct amount on the next campaign
statement.
Unpaid bills of less than $100 at the end of the
reporting period are added together and included
in the total reported on Line 1 of the Schedule F
Summary.
When accrued expenses are paid, the payments
are reported on Schedule E. Also report the
payment on Schedule F, Column (c).
Code or Description of Payment:
If one of the expenditure codes listed on Schedule
F fully describes the payment, enter the code. A
full description of each code is provided on the
back of the Schedule E Continuation Sheet. If
none of the codes fully explains the expenditure,
enter a brief description of the goods or services
instead.
There are special instructions on the back of
the Schedule E Continuation Sheet for coding
and describing nonmonetary contributions and
independent expenditures to support/oppose other
candidates, committees, and ballot measures.
Accrued expenses that are nonmonetary
contributions and independent expenditures must
also be summarized on Schedule D when incurred.
Credit Card Payments:
Disclose the name, address, and amount owed or
paid to the credit card company during the period.
Also disclose the name, address, amount paid, and
code or description of payment for each vendor
paid $100 or more. You may disclose the vendor
payments on Schedule F or Schedule G.
Payments by Agents and Independent
Contractors:
When an agent or independent contractor
(e.g., campaign worker, advertising agency,
campaign management firm) makes payments
on your behalf ("subvendor payments"), disclose
the name, address, amount paid, and code or
description of payment for each vendor paid $500
or more. Disclose amounts owed to the agent or
independent contractor on Schedule F. You may
disclose the subvendor payments on Schedule F or
Schedule G.
Note: It is not necessary to reitemize credit card
vendors or agent subvendors on Schedule F or G
when payments are made on accrued expenses,
or if an accrued expense is itemized on more than
one statement.
Forgiveness or Third Party Payment of
an Accrued Expense:
If a creditor forgives or reduces an outstanding
debt, or a third party pays a debt for you, report the
transaction as follows:
In the "Description of Payment" column, state
that the debt was forgiven, reduced, or paid by a
third party.
Report the amount forgiven, reduced, or paid by
a third party as a negative figure in the "Amount
Incurred This Period" column (Column (b)).
Report a nonmonetary contribution from the
creditor or third party on Schedule C.
Do not report the forgiveness, reduction, or third
party payment on Schedule E.
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about recordkeeping, cash expenditures,
permissible uses of campaign funds, and more.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov 1866/2]5-3]]2)
www.fppaca.gov
Schedule F Amounts may be rounded
to whole dollars.
(Continuation Sheet)
Accrued Expenses (Unpaid Bills)
Statement coven Period
from
SCHEDULE F(CONT.)
Page of—
to NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code.
Otherwise, describe the payment.
CMP
campaign paraphernaliatmisc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MIG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)'
OFC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
PET
petition circulating
TEL
t.v. or cable airtime and production costs
FIL
candidate filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
FND
fundensing events
POL
polling and survey research
TRS
staff/spouse travel, lodging, and meals
IND
independent expenditure supporting/opposing others (explain)'
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (Internet, e-mail)
`Payments that are contributions or independent expenditures must also be summarized on Schedule D.
NAME AND ADDRESS OF CREDITOR
'IF CONNIiTEEALsoervTex m. xuNeeRl
CODE OR
DESCRIPTION OF PAYMENT
(a)
OUTSTANDING
BALANCE OFTHISBEGINNING
OF THIS PERIOD
IINts)
ED
AMOUNT PERIOD
THIS PERIOD
(N)
AMOUNT PAID
THISPERIOD
Iwso xwomox el
IA
OUTSTANDING
BALANCER PERIOD
OF THIS PERIOD
SUBTOTALS$ S $ S
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule G
Payments Made by an Agent or Independent Amounts may be mantled s
Contractor (on Behalf of This Committee) to whole dollars. from
SCHEDULE
Page of-
I.E. NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code.
Otherwise, describe the payment.
CMP
campaign paraphernalia/misc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)'
OFC
once expenses
SAL
campaign workers'salaries
CVC
civic donations
PET
position circulating
TEL
t., or cable airtime and Production costs
FIL
candidate filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
FIND
fundraising events
POL
polling and survey research
TRS
staff/spouse travel, lodging, and meals
IND
independent expenditure supporlinglopposing others (explain)*
POS
Postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (Internet, e-mail)
Payments that are contributions or independent expenditures must also be summarized on Schedule D.
NAME AND ADDRESS OF PAYEE OR CREDITOR CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
IIF COMMITTEE, N.SO ENTER I.D. NUMBER)
Attach additional information on appropriately labeled continuation sheets. TOTAL' $
Do not transfer to any other schedule or to the Summary Page. This total may not equal the amount paid to the agent or FPPC Form 060 flan/2026)
independent contractor as reported on Schedule E
FPPC Advice: adviceaippc.w.gov (866/2753772)
www.fppc.ca.gov
Instructions for
Schedule G
Payments Made by an Agent or
Independent Contractor
Report payments made on your behalf during
the reporting period by an agent or independent
contractor (such as a campaign management firm
or an advertising agency) on Schedule G.
Schedule G may be completed by the agent
or independent contractor and provided to you
or Schedule G may be completed by you from
information provided by the agent or independent
contractor.
Report expenditures of $500 or more (other than
expenditures for the agent's or independent
contractor's overhead and normal operating
expenses) made on your behalf during the
reporting period.
Once a subvendor payment has been itemized on
Schedule E, F, or G, it does not need to be itemized
again. For example, if a subvendor payment is
reported on Schedule F or G as part of an accrued
expense, the subvendor information does not need
to be reported again on subsequent reports.
Code or Description of Payment
If one of the expenditure codes listed on Schedule
G fully describes the payment, enter the code. A
full description of each code is provided on the
back of the Schedule E Continuation Sheet. If
none of the codes fully explains the expenditure,
enter a brief description of the payment instead.
Important: officeholders and candidates may
reimburse an agent or independent contractor for
expenditures made on their behalf only if all of the
following criteria are met:
• There is a written contract between the
officeholder or candidate and the agent or
independent contractor that provides for the
reimbursement;
The treasurer is provided with a dated receipt
and written description of each expenditure prior
to reimbursement; and
Reimbursement is paid within 45 calendar days
after the agent or independent contractor makes
the expenditures.
Generally, if reimbursement is not paid within
45 calendar days, report the expenditure as a
nonmonetary contribution on Schedule C.
Refer to the FPPC Campaign Disclosure
Manual for your type of committee for additional
instructions.
FPPC Form 460 (Jan/2026)
FPPC Advice: advice@fppc.ca.gov (966/275-3772)
www.fppc.ca.gov
SCHEDULE
Schedule H Amounts may be rounded
Statement coven pence -
bwhole dollars.
•
Loans Made to Others*
from • -
SEE INSTRUCTIONS ON REVERSE
f
through Pige_ Of-
NAME
NAME OF FILER
D. NUMBER
FULLNAME, STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL, ENTER
Pu OUTSTANDING
tel
AMOUNT
kl
REPAYMENT OR
lel
OUTSTANDING
P)
INTEREST
ORIGINAL
te)
CUMULATIVE
OF RECIPIENT
OCCUPATION AND EMPLOYER
BF SELF-EMPLOYED, ENDER
BALANCE
LOANEDTHIS
FORGIVENESS
BALANCE AT
RECEIVED
AMOUNT OF
LOANS
'IF .... IIEuso EmERLD. NUMBER)
NAME OF auswsssl
BEGINNING THIS
PERIOD
THIS PERIOD'
CLOSE OF THIS
LOAN
TO DATE
❑ PAID
GPLENDPAYEPA
r
f
%
b
r
❑ FORGIVEN
PERELEGTIOM-
Rue
$
$
WE DUE
DATE INcuaRED
❑ PAID
CALENDAR YEAR
$
%
$
❑ FORGIVEN
PER ELECTION"
Rnm
ogrE DUE
DATE INCURRED
'Loans that are contributions to another Candidate or Committee must
also be summa ,ERd on Schedule D. Loans forgiven must also be
mooned on Schedule E. SUBTOTALS
$
$
$
$
Schedule H Summary
1. Loans made this period....................................................................
(Total Column (b) plus unitemized loans of less than $100.)
2. Payments received on loans...... ....................................
(Total Column (c) plus unitemized payments of less than $100.)
3. Net change this period. (Subtract Line 2 from Line 1.) .....................
(Enter the net here and on the Summary Page, Column A, Line 7.)
tenrer le)on
Scivi L L,w 3)
................................ $
"If Required
................................ $
...........................NET E
IM.v a.�.g.ere.umewl.
FPPC Form 060 (tan/2016(
FPPC Advice: advice@fppc.ca.6mv(866/275-3772(,
www.fppc.ca.gev
Instructions for
Schedule H
Loans Made to Others
All loans made or outstanding are reported on
Schedule H.
Generally, campaign funds may be used to
make loans to other candidates, officeholders, or
committees (unless otherwise prohibited) and to
bona fide charitable, educational, civic, religious, or
similar lax -exempt nonprofit organizations. There
are restrictions on loans to any other person,
including a candidate who controls the committee,
or to a nonprofit organization that is affiliated with
a candidate, the treasurer, or other committee
officials.
For each loan of $100 or more that was made
or was outstanding during the reporting period,
disclose the recipient's name and address and, if
an individual, his/her occupation and employer or, if
self employed, the name of the business.
Column (a) — Enter the outstanding loan balance
at the beginning of this period (column (d) of last
report.) If the loan was made this period, this
column will be blank.
Column (b) — Enter the amount loaned to the
recipient during this reporting period. If this loan
was made in a previous reporting period, leave
blank.
Column (c) — Enter the amount of any reduction
of the loan during this reporting period. Check
whether the loan was paid or forgiven. If the
committee forgives a loan, also report the
transaction on Schedule E.
Column (d) — Enter the outstanding balance of the
loan(s) at the close of this reporting period. Enter
the due date, if any.
Column (e) — Enter the interest rate and amount
of interest received on the loan(s) during this
reporting period. Interest received is reported
separately from payments received on the loan
principal. Interest payments are also transferred to
the Schedule I Summary.
Column (f) — Enter the original amount of the loan
and date made. If this is the first time you are
reporting the loan, this will be the same amount
reported in Column (b).
Column (g) — For each loan made during this
reporting period that is a contribution,' enter
the cumulative amount of contributions (loans,
monetary and nonmonetary contributions)
made to the recipient during the calendar year
covered by the statement. If the recipient is a
candidate subject to state contribution limits, or
the information is required by local ordinance, also
enter the total amount contributed to the candidate
in connection with each limitation cycle and identify
the election year. (For contributions to state
candidates, see the Schedule D instructions.)
Schedule H Summary:
The Schedule H Summary reflects the "net
change" in the committee's loan activity. That is,
repayments received are subtracted from new
loans made. When the repayment number is larger
than the amount of the new loans made, Line 3
will be a negative figure. For example, if $200
is received by the committee during the period
and only $100 is made in new loans, report the
net change on Line 3 as "-$100" or "($100)." Be
sure to carry this figure to the Summary Page as
a negative figure to be subtracted from Summary
Page totals.
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about recordkeeping, prohibitions on cash
contributions, loan restrictions, and more.
'Loans that are contributions to candidates or other
committees must also be reported on Schedule D.
FPPC Form 460 (lan/2016)
FPPC Advice: advice@fppc.ca.gov (666/275-3772)
www.fppc.w.gov
Schedule I Amounts may be rounded SCHEDULE I
Miscellaneous Increases to Cash to a holedollera.
SEE INSTRUCTIONS ON REVERSE
bmtamentcovers parma
from
through
�.
.- �.1
Page of
NAME OF FILER
I.D. NUMBER
DATE
RECEIVED
FULL NAME AND ADDRESS OF SOURCE
(IF COMMIFFEE. use EWER Lo. NUMBER)
DESCRIPTION OF RECEIPT
AMOUNT OF
INCREASE TO CASH
Attach additional information on appropriately labeled continuation sheets.
Schedule I Summary
1. Itemized increases to cash this period ...........................
2. Unitemized increases to cash of 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
SummaryPage, Line 14.)............................................................................................................................. TOTAL $
SUBTOTAL$
FPPC Form 060 (lan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
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