HomeMy WebLinkAboutFREEMAN SEMIANN19(1)Rei ipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
fromJ1112-4>
through
1. Type of Recipient Committee: al commineea-CMPIOW Pen:1,2, 3, and e.
�r/
Ip ORceholder, Candidate Controlled Committee
❑ Primarily Formed Ballot Measure
0 State Candidata Election Committee
Committee
0 Recall
0 Controlled
rXFDwxwx PM3l
O Sponsored
❑ Genral Purpose Committee
STATE ZIP CODE
OS p.neored
❑ Primarily Formed Candidate/
O Small Contributor Committee
Officeholder Committee
O Political Party/Central Committee
ive a"Pea Aral
3. Committee Information
OMBER
I.D. NUMBER
m
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Free,w.aln For G I.x Co"Ac '/) 2c -P20
STREET ADDRESS (NO P0.90X)
.
CITT
STATE ZIP CODE
AREACODFJPHONE
�
MAILINGADDRESS (IF DIFFERENT) NO. AND ST7ET OR BOX
COVER PAGE
Pae o
Date of election H applicablO YC'SP.KEPF:7!_r!_D g
(Month, Day, Year) For Otfiaal Uea
nI 11 71:11r,
r-
2. Type of Statement:
❑ Preelection Statement ❑ Quarterly Statement
❑ Semiannual Statement ❑ Special Odd -Year Report
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
Treasurer(s)
t.r L) Cc ��vv ave
MAILI Aad VORES5
�
CITY STATE ZIP CO E AREAL IJLMHONE
NAME OF ASSISTANTTREASURER. IF ANY
MAILINGADDRESS
CITY STATE ZIPCOOE AREACODE/PHONE CITY STATE 21PCODE AREACODEIPHONE
OPTIONAL: FAX/E-MAIL ADDRESS OPTIONAL: FAX/E-MAILADDRESS
4. Verification
I have used all reasonable diligence In preparing and reviewing this statement and to the beat of my knowledge the Information contained herein and in the attached schedules is true and complete. I
certify under penalty of perjury under the laws of the State of California that the foregoing Is true d Or
Executedan By
/ edaerdnt ru
x L.
Executed on t By Add-Aiina
.
De—�ipneturybrC r.W.g W.,xiM .. CeMl a a-,.rRypomlde omar p
Execute0 on Mie By slgnelure of Convene Ofillilfalair carxicul Stes kiwu Proponent r.
Executed on oea By spnMure m Ceoednng Off.., can m, ft. Mwi.ro Pmparml -
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppool.gov (866/275-3772)
Recipient Committee
Campaign Statement
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
C� � c F e -wlnyt
OFFICE SOUGHsT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
y j � McMnlner .� IEC 11 lelr�
RESIDENTIA DSINESS ADDRESS (NO.lWD STREET) CITU STATE ZIP
Related Committees Not Included In this Statement: Listanycomml43311
"I Included In MIS statement that am controlled by you or are primarily formed to receive '.
contdbudons or make espendlturea on behalf of your candidacy.
COMMITTEE NAME 1.0. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES C NO
COMMITTEEADDRESS STREETADDRESS(NOP.O, BOX)
CITY STATE ZIPCODE AREACODEIPHONE
COMMITTEE NAME I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMRTEEADORESS STREETADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODEIPHONE
COVER PAGE
Page of
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER JURISDICTION 0SUPPORT
❑ OPPOSE
Identify the comuching Officeholder, candidate, or state measure proponent, if any.
NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT
OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY
7. Primarily Formed Candidate/Officeholder Committee Listram" of
oefceholderfs) or candit afe(e) for which MIs committee Is pdmadly 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
El SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
El SUPPORT
❑ OPPOSE
Aaech continuation sheets Nnecessary
FPPC Form 460 (Jan/2016(
FPPC Advice! advice@fppc.ca.eov (866/275-3772)
www.fppc.ca.6ov
Campaign Disclosure Statement Amounts may be rounded SUMMARY PAGE
to whole dollars. Statement covers period a .
Summary Page a ROM
from
Page of
NAME OF FILER
Expenditures Made
ColumnColumn
Column
Calendar Year Summary for Candidates
Contributions Received
6.
♦c,x, XsPEMW
cu MAR YEAR
$
Running in Both the State Primary and
Loans Made......................................................................
sctmdme N. une3
(Fx0 ATTACHED acaeDUues)
MALTO DATE
SUBTOTAL CASH PAYMENTS .............................
........ .... Ade upas s+7
$ z -5•Q% $
9.
Accrued Expenses (Unpaid Bills)..
�S
General Elections
1. Monetary Contributions ......... .................................
SahedweA, One 3
$ 5�� • ��
$ • ��
v1 mmugh Eno nl to Dale
24i $ 2-r�75•�
2. Loans Received. .......... .... .................... .. .........
....... schedule e. une3
........ Add Unee s+e+lg
$ /-5•�'
20. Contributions
500.D0$
3. SUBTOTAL CASH CONTRIBUTIONS ........................_....
Add unesr«z
$ .Cai
g 51r�O.C'1^i
Received $
4. Nonmonetary Contributions- ..........................................
schedule o Lme 3
21. Expenditures
Made $'�D-J_� 8 -
5. TOTAL CONTRIBUTIONS RECEIVED...................................Ade
Ones 3+4
$ SOS •
$ `•1 ix� •
Expenditures Made
Q
- - o rM CID $ -.Q' 7 55 . 00
6.
Payments Made. ...................._.................--....................
smadme e. Una 4
$
7.
Loans Made......................................................................
sctmdme N. une3
8.
SUBTOTAL CASH PAYMENTS .............................
........ .... Ade upas s+7
$ z -5•Q% $
9.
Accrued Expenses (Unpaid Bills)..
Schedule F Line
10.
Nonmonetary Adjustment .._
............. schedule c, Una3
24i $ 2-r�75•�
11.
TOTAL EXPENDITURES MADE.....
........ Add Unee s+e+lg
$ /-5•�'
Current Cash Statement
12. Beginning Cash Balance .......................... . Fmvmaa Summery Fags, One 16 $ �.5 • ���rr
13. Cash Receipts........................................................... CaumnA lire 3 ebore 5�•r i"
14. Miscellaneous Increases to Cash .................................. Sohedom ), Lhre 4
15, Cash Payments......................................................... Cdumn A Line s above s2 $h.J •iJ�
16. ENDING CASH BALANCE ..................Add uvea 12+ 13+ 14 then subtract Lula is $
It this is a terser etlon statement, Lina 16 must be zero.
17. LOAN GUARANTEES RECEIVED ................................ Schedules Padz $
To calculate Column B,
add amounts in Column
A to the corresponding
amounts from Column 8
of your last report. Some
amounts In Column A may
be negative figures that
should be subtracted from
previous pedod amounts. If
this is the fret report being
filed for this calendar year,
only carry over the amounts
from Lines 2, 7, and 9 (If
any).
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made
(x sunikrm vowmny ExP-dnun umh)
Date of Election Total to Date
(mrrVddlyy)
��— $
'Amounts in this section may be different from amounts
reported in Column e.
18. Cash Equivalents ......... ,.-................................... Seamarrvcdonsonravoae $
19. Outstanding Debts .... .................. ...._. Ade Linel+LM.90Column Bebove $ FPPC Form 4601Jan/2p16)
FPPC Advice: advicetsfppc.ca.gov(866/275-3772)
www.fppc.cegov
Schedule A
Monetary Contributions Received
Amounts may be rounded SCHEDULE A
to whole dollars. Statement covers period
a• � � 1
from
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 $100 .....
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) .............
....................$
.................... $
TOTALS _ SOO.t'Y�
'Contributor Codes
IND -Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other (e.g., business entity)
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (lan/2036)
FPPC Advice: advicegdfppc.ca.gov (866/275-3772)
www.fppc.cEi
through
Page of
NEE INSTRUCTIONS ON REVERSE
I.D. NUMBER
NAME OF FILER
DATE
FULL NAME, BTREETADOREea AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVED THIS
CUMULATIVE TO DATE
CALENDARYEAR
PER ELECTION
TO DATE
RECEIVED
UFOOMMITTEE.ALSOENTERIO. NUMBEm
CODE
(IF SELFEMFLOYED EWER NMIE
PERIOD
(JAN. I. DEC. 31)
(IF REQUIRED)
Cl SWINEa3)
nj N- e.. TNP P_L'Vvv taV�.
2e}'Irm-&\I
Soo
5co.
1-2-
❑SCC
❑IND
❑ COM
❑ OTH
I] PTV
❑SCC
❑IND
❑ COM
El OTH
❑ PTY
❑SCC
❑INO
❑ COM
❑ OTH
❑ PTV
❑SCC
❑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 $100 .....
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) .............
....................$
.................... $
TOTALS _ SOO.t'Y�
'Contributor Codes
IND -Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other (e.g., business entity)
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (lan/2036)
FPPC Advice: advicegdfppc.ca.gov (866/275-3772)
www.fppc.cEi
Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULEA(CONT)
Monetary Contributions Received to whole dollars. Statement covers period e. I
from 4 • ,
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other D,g., business entity)
PTV - Political Party
SCC - Small Contributor Commidee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fPPc.cag. (866/275-3772)
www.fppc.ca.eov
through
Page of
NAME OF FILER
I.D. NUMBER
CONTRIBUTOR
IF AN INDIVIDUAL,
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
DEMPL Y
OCCUPATION AND EMPLOYER
RECEIVED THIS
(JAN
TO DATE
RECEIVED
(IF COMMITTEE ALSO ENTER m. NUMBER)
CODE
pr seLF-oFa ss�sR rvnuB
PERIOD
(JAN.1-DC. 31)
1-DEC31)
REQUIRED)
(IF REQUIRED)
sEn
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
0 PTY
❑ SCC
SUBTOTALS
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other D,g., business entity)
PTV - Political Party
SCC - Small Contributor Commidee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fPPc.cag. (866/275-3772)
www.fppc.ca.eov
SCHEDULE B - PART 1
Schedule — Part 1 to whole dollars.
swtemem �eYersperiod
Enter
:LPn•al
1. Loans received this period ........... - .......................................... .......... -....... .......................................
...$
Loans ReceivedSEE
TContributor Codes
2. Loans paid or forgiven this period ........................................... ........... .................................................
INSTRUCTIONS ON REVERSE
through
7ALCUMU�TIVE
NAME OF FILER
COM -Recipient Committee
FULLNAME STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL, ENTER
OUTSTANDING
AMOUNT
I`)
AMOUNT PAID
OUTSTANDING
INTERESTOFLENDER
eOCCUPATION
PTV - Political Party
3. Net change this period. (Subtract Line 2 from Line 1.)..............................................................
AND EMPLOYER
(IF SELFEMPLOYED ENTER
BALANCE
RECEIVEDTHIS
OR FORGIVEN
BALANCEAT
PAID THIS
S
(IF COMMITTEE, ALSO ENTER m. NUMBER)
NAME OF eusmEssl
BEGINNING THIS
PERIOD
THIS PERIOD
CLOSE OF THIS
PERIOD
LOAN
TO DATE
PERIOD
PERIOD
❑ PAIR
CALENDAR YEAR
E
S
FORGIVEN
PER ELECTION"
PWR
8
E
S
3
E
RATE DUE
DATE INCURRED
1
tEl IND ❑ COM ❑ OTH ❑PTT ❑BCC
❑ PAID
CALENDAR YEAR
S
%
$
❑ FORGIVEN
PERELECTION"
PATE
$
E
$
E
$
DATE DUE
FATE INCURRED
}
tEl IND ❑COM ❑ OTH ❑PTV ❑SCC
❑ PAID
CALENDAR YEAR
S
$
%
3
Ll FORGIVEN
PER ELECTION^
RNUF
3
E
3
E
GATE OUE
pgTE INCURRED
❑ IND ❑COM ❑ OTH ❑PTY ❑SCC
'Cl
SUBTOTALS $ $ $ E
Schedule B Summary
Enter
:LPn•al
1. Loans received this period ........... - .......................................... .......... -....... .......................................
...$
(Total Column (b) plus unitemized loans of less than $100.)
TContributor Codes
2. Loans paid or forgiven this period ........................................... ........... .................................................
$
IND -Individual
(Total Column (c) plus loans under $100 paid or forgiven.)
COM -Recipient Committee
(other than PTY or SCC)
(Include loans paid by a third party that are also itemized on Schedule A.)
OTH - Other (e. g., business entity)
PTV - Political Party
3. Net change this period. (Subtract Line 2 from Line 1.)..............................................................
NET $
SCC - Small Contributor Committee
Enter the net here and on the Summary Page, Column A, Line 2.
(Mm ra.
'Amounts forgiven or paid by another party also must be reportetl on Schedule A.
FPPC Form 460 pan/2016)
" It requiretl.
FPPC Advice: advire@fppaca.gov (866/275-3772)
www.fpVaca.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
14100" 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 (tan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
SCHEDULE B - PART 2
bcnedule tS — Fart 1 nmounu may ee roan...
to whole dollars.
Loan Guarantors
Statement covers period . - • ,
..
from
SEE INSTRUCTIONS ON REVERSE
through Page Of
NAME OF FILER
I.D. NUMBER
FULL NAME, STREET ADDRESS AND
ZIP CODE OF GUARANTOR
(IF CONMITTEE ALSO ENTER Lo. NUMBER)
CONTRIBUTOR
CODE
IFAN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
SF SEALFEOPLOYEDE ENTER
NETBIN
LOAN
AMOUNT
GUARANTEED
THIS PERIOD
CUMULATIVE
TO DATE
BALANCE
OUTSTANDING
TO DATE
❑IIND
LENDER
CALENDAR YEAR
❑ COM
DATE
[I 0TH
PER ELECTION
(IF REQUIRED)
❑ PTV
❑ SCC
CALENDAR YEAR
❑IND
LENDER
❑ COM
E] OTH
PER ELECTION
)IF REQUIRED)
GATE
❑ PTY
❑ SCC
CALENDAR YEAR
❑IND
LENDER
❑ COM
DATE
❑ 0TH
PER ELECTION
)IF REQUIRED)
❑ PTY
❑ SCC
❑ IND
LENDER
CALENDAR YEAR
❑ COM
5
❑OTHDArE
PER ELECTION
(IF REQUIRED)
❑ PTV
❑ SCC
SUBTOTAL E s�mma.y vaye.
Doa Homy.
FPPC Form 460(tan/2016)
FPPC Advice: advice@fppc.ca.gov )866/275-3772)
www.fppc.ca.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/2036)
FPPC Advice: advic.@fppc.ca.8ev (866/275-3772)
www.fppc.ca.gov
Schedule C Amounts may be rounded SCHEDULEC
to whole dollars. Statement covers period Nonmonetary Contributions Received p
from MOM
SEE INSTRUCTIONS ON REVERSE
through
Pageof
NAME OF FILER
I.D. NUMBER
GATE
FULL NgME, STREETA00RES5 AND
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
DESCRIPTION OF
AMOUNTI
CUMULATIVE TO
pgTE
PER ELECTION
RECEIVED
ZIP CODE OF
CODE'
OCCUPATION AND ER
GOODS OR SERVICES
FAIR MARKET
CALENDAR YEAR
TO DATE
Its camMiTrseusosnrsa m. nurnasal
ENTER
(IF ss�r�smvmvsO. sures
D ENTER
Iv.ME Or BUSINESS)
VALUE
(JAN 1 -DEC 31)
(IF REQUIRED)
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ I ,.
Schedule C Summary
1. Amount received this period — itemized nonmonetary contributions.
(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 $
-Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTV or SCC)
OTH - Other (e.g.. business entity)
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppCca.gov 1866/275-3772)
www.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 nonmonelary 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 nonmonelary
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. (State
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 (tan/2016)
FPPC Advice:advice@fppa.w.gov (866/275-3772)
www.fppaca.gov
Schedule D
SCHEDULE D
oufnfinary Of rApernanurbI5 Abounor may oe mumem
Statement covers period
Supporting/Opposing Other to whole dollars.
•,Candidates,
Measures and Committees
from
SEE INSTRUCTIONS ON REVERSE
through
7DATEPER
NAME OF FILER
DATE
NAME OF CANDIDATE, OFFICE. AND DISTRICT, OR
TYPE OF PAYMENT
ESCRI TIO
DESCRIPTION
AMOUNTTHIS
CUMULATICTION
MEASURE NUMBER OR LETTER AND JURISDICTION,
PERIOD
CALENDAR YEAR
TO DATE
OR COMMITTEE
FAN .1 -DEC at)
(IF REQUIRED)
Monetary
Contribution
E] Nonmonetary
Contribution
Independent
❑ Support ❑ Oppose
Expentliture
❑ Monetary
Contribution
Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
Monetary
Contribution
Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
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 460 (fan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
zl.
2J�
'5l
Schedule D
(Continuation Sheet) Amounts may be rounded SCHEDULED CONT.
Summary of Expenditures to whole dollars.
Supporting/Opposing Other
Candidates, Measures and Committees
Statement coven period
from
ss , • ,
through
Page of
NAME OF FILER
I D. NUMBER
DATE
NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR
MEASURE NUMBER OR ETTERAND JURISDICTION,
L
OR COMMITTEE
TYPE OF PAYMENT
DESCRIPTION
(IF REOVIRED)
AMOUNT THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN I DEC. 31)
PER ELECTION
TO DATE
(IF REQUIRED)
/✓
colTvc��✓u�Ijxsa'j'A A�G/
i%%%
Monetary
Contribution
0 Nonmonetary
Contribution
1
Independent
Expenditure
Oppose
❑-1
Support n y❑
Contribution
❑ Nonmonetary
Contribution
0 Independent
Expenditure
❑ Support ❑ Oppose
Iy
�!
EC e`rv1 CoH��� RC nutiJ�l4Y1
n
T'ol V, 1y
//
[Monetary
Contribution
❑ Nonmonetary
Contribution
Independent
Expenditure
❑ Support ❑ Oppose
20� /
t
2CrC-Tory
Monetary
Contr nDUDn
❑ Nonmonetary
Conhibution
z��
ZGyj pp
ZoD, w
❑ Independent
Expenditure
❑ Support ❑ Oppose
SUBTOTAL $ z 5CDL-2
V !
FPPC Form 460 (Jan/2016)
FPPC Advice: edvkeaIpfppc.ca.gov (9661
www.fPPc.ca.gov
Schedule E Amounts may be rounded g
Payments Made to whole delta..
from
through Page— of.
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment
CMP
campaign paraphernallatmisc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)•
OFC
office expenses
SAL
campaign workers'selaries
CVC
civic donations
PET
petition circulating
TEL
t.v. or cable airtime and production costs
FIL
candidate filinglballot fees
PRO
phone banks •
TRC
candidate travel, lodging, and meals
FIND
fundraising events
POL
polling and survey research
TRS
staPoapouse travel, lodging, and meals
IND
Independent expenditure supporting/opposing others(explaln)'
POS
postage, delivery and messenger services
TSF
transfer between committees of the same canduatelsponsor
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
Or coMMImEE,µ80V ERI.p. Fueled
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
,oM Md>1 taWerynP./F10 cd\1fG;>w=,
nS
Soxca
5Z4;v.a
c e..9 -c+ r�riJG/#
G4Y'aRLN PD}v1W✓N'J/- FNO
Kern coN,n-�y /yeJ��..b ,cw. Ps✓"}�i
1CNtQ
25 106 . O Ci
C ¢ eek
7
Payments that are contributloes or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 267 , a'-'
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................ I................ $ R i5
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).)............................................................................. $ C n
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ........................... TOTAL $
FPPC Form 060 (Jan/2016)
FPPC Advice: advim@fppc.ca.gov (866/275-3772)
www.fppc.ca.gav
Schedule EAmounts may be rounded SCHEDULE E CONT)
(Continuation Sheet) to whole dollars. Salemenicovesperiotl s. • 1
Payments Made from
SEE INSTRUCTIONS ON REVERSE
through Ipage_ of
I.D.NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code.
Otherwise, describe the payment.
CMP
campaign paraphernalialmisc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonstary)'
OFC
once 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
END
fundraising events
POL
polling and survey research
TRS
staRlspouse 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)
NAMEAND ADDRESS or PAYEE CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
,IF COMMITTEE, ALSO ENTER I D. NUMBER)
' Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL E
FPPC Form 460 (gan/2o16)
FPPC Advice: advice@fppaca.gov (866/2]5-3]72)
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 fling fees and fees
charged for publication of a ballot statement.
END: 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 support/oppose 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.
DEC: 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.
PRO: 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 state
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.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.w.gov (866/275-3772)
www.fppc.ca.gov
Schedule F
Accrued Expenses (Unpaid Bills)
FILER
Amounts may be rounded
to whole dollars.
Statement covers period
through
SCHEDULE F
Page of
IO. NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code,
Otherwise,
describe the payment.
CMP
campaign paraphernalia/mist.
MBR
member communications
RAD
red,. airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)'
OFC
office expenses
SAL
campaign workerssalaries
CVC
civic donations
PET
petition circulating
TEL
Lv, or cable airtime and production costs
FAIL
candidate 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
professional services (legal, accounting)
MOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (internet e-mail)
NAME AND ADDRESS OF CREDITOR
pr COMMITTEE ALSO Emee m. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT
(A
BALANCE BEGINNING
BALANCE
OF THIS PERIOD
(IN ED
AMOUNT PERIOD
THIS PERIOD
(c)
AMOUNT PAID
THIS PERIOD
(Also neaaai ON e)
(e)
OUTSTANDING
BA AT CLOSE
OFF THIS PERIOD
Payments that are contributions or Independent expenetures must also be SUBTOTALS $ $ $ $
sernmenevid 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 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.) ..............
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
onthe Summary Page, Column A, Line 9.).....................................................................................................................................
PAID TOTALS $
NET $
Mar Me a negaova oomber
FPPC Form 960 (lam/2016)
FPPC Advice: advice@fppu.ca.gov (866/275-3772)
wwW free, m a—
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.
FPP[ Form 060 pan/20161
FPP[Advice: advice@fppc.ca.gov (866/2]5-3]72)
www.fpPc.w.gov
Schedule F Amounts may be rounded
(Continuation Sheet) to whole dollars.
Accrued Expenses (Unpaid Bills)
SCHEDULE
Statement covers period
from
throughpage— 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 paraphernalialmisc.
MBR
member communications
RAD
radio airtime and production costs
ONS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetery)'
OFC
office expenses
SAL
campaign workerssalaries
CVC
civic donations
PET
petition circulating
TEL
t.v, or cable airtime and production costs
FILL
candidate filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
FIND
fundraising events
POL
polling and survey research
TRS
staHlspoese travel, lodging, and meals
IND
independent expenditure suppoNiinglopposing others (explainJ'
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
TF COMMITTEE. ALSO ervreR ro. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT
(a)
OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
I
AMOUNTININCURREO
THIS PERIOD
IN
AMOUNT PAID
THIS PERIOD
ALSO REPORT ON E)
Id)
OUTSTANDING
BALANCE AT CLOSE
OF THIS PERIOD
SUBTOTALS$ $ E $
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 rounded a
Contractor (on Behalf of This Committee) to whole dollars. from
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
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)'
OFC
office expenses
SAL
campaign workerssalaries
CVC
civic donations
PET
petition circulating
TEL
Lvor 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
sta&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 ad.
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
16COMMnTEEA-EDENTERroNUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PATO
.
Attach additional information on appropriately labeled continuation sheets. TOTAL' E
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 40 (lan/2016)
independent contrector as reported on Schedule E. FPPC Advice: advice@fppc.ca.gov (666/275-3772)
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
nonmonelary contribution on Schedule C.
Refer to the FPPC Campaign Disclosure
Manual for your type of committee for additional
instructions.
FPPC Form 460 pan/2016)
FPPC Advice: advice@fppc.w.gov (666/275-3772)
www.fppc.ca.gov
SCHEDULE H
Schedule H Amounts may be rounded
Statement covers period7OFLOANS
to whole dollars.
Loans Made to Others*
rrom
SEE INSTRUCTIONS ON REVERSE
through
NAME OF FILER
IF AN INDIVIDUAL. ENTER
INS
Id
Ial
INFULLNAME,
STREETAOORESS ANO ZIP CODE
OUTSTANDING
AMOUNT
REPAYMENT OR
OUTSTANDING
INTERESTOF
RECIPIENT
OCCUPATION AND EMPLOYER
BALANCE
LOANEOTHIS
FORGIVENESS
BAIANCEAT
RECEIVED
AMOUNT
(IF COMMITTEE ALSO ENTER m. NUMBER)
OF SELF-ENPmreDENTea
NAME or euswassl
BEGINNING THIS
PERIOD
PERIOD
THIS PERIOD'
CLOSE OF THIS
ELBIQU
LOAN
TO DATE
❑ PAID
CALENDAR YEAR
FORGIVEN
PER ELECTION'
RATE
$
OATEOl1E
DATE INCURRED
❑ PAIU
CALENDAR YEAR
$
$
❑FORGIVEN
PER ELECTION'
MTF
$
DATE DUE
ITTEINCURRED
eLoaes that are ConVlbutions to another candidate or Committee must
'
1
also be summarized on Schedule D. Loans forgiven must also be
reported on Schedule E. SUBTOTALS
$
5
$
$
Schedule H Summary
1. Loans made this period.........................................................
(Total Column (b) plus unitemized loans of less than $100.)
(EnmrFu on
Stumme L Doe a)
.........$
"If Required
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.)............................................................................................NET $
(Enter the net here and on the Summary Page, Column A, Line 7.) IN=r.•neu. S..N•n
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@rppc.ca.gov (566/275-3272)
www.fppu.ca.gov
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 tax-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
loans) 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 loans) 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 slate 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 060 (]an/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppaca.gov
Schedule I Amoun,. m.M h. rnu.HI SCHEOULE I
Miscellaneous Increases to Cash to whole dollars.
SEE INSTRUCTIONS ON REVERSE
from
through
Statement covers period7AMOUNT
NAME OF FILER
DATEFULL
RECEIVED
NAME ANO ADDRESS OF SOURCE
(IF CuMMITTEE. usa ENTER To. NUMBER)
DESCRIPTION OF RECEIPT
INCREASE TO CASH
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
Schedule I Summary
1. Itemized increases to cash this period ...........................
2. Un itemized increases to cash of under $100 this period.
... I ... I ........... $
................... $
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 $
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.w.gov (866/275-3772)
Instructions for
Schedule I
Miscellaneous Increases to Cash
Report any transaction that increases the
cash position of the officeholder, candidate, or
committee, but is not a monetary contribution, loan,
or loan repayment, on Schedule I.
Itemize the sources of $100 or more received
during the reporting period.
Examples include:
Interest received or credited to checking or
savings accounts or other time deposits.
Proceeds from the sale of property, such as
paintings, furniture, or other items sold at
garage sales or auctions, etc., when the amount
received is the "fair market value' of the item.
Amounts received over the fair market value are
reported on Schedule A. (Report donated items
as nonmonetary contributions on Schedule C.)
Proceeds from the sale of campaign property,
such as office furniture or equipment.
Refunds received on deposits, such as
telephone deposits.
Refunds received from overpayment of bills
Transfers received from another authorized
committee of the same candidate. (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1 for information
about reporting transferred funds that must
be attributed to specific contributors of the
committee making the transfer.)
Report on Line 3 of the Schedule I Summary the
lump sum of interest payments received on loans
made to others. Do not itemize. This amount is
transferred from Schedule H, Column (g).
FPPC Form 460 (Jan/2016)
FPPC Advice: adviceiafppaca.gov (866/2]5-3]72)
www.fPPc.w.guv