HomeMy WebLinkAboutFREEMAN SEMIANN21Cover Page
SEE INSTRUCTIONS ON REVERSE
-Statement covers riod
from
through i
Type of Recipient € m All Committees ® Complete Parts 9, 2, 3. ard 4.
holder, Candidate Controlled Committee 0 Primarily Formed Ballot Measure
121"g,State Candidate El Lion Committee Committee
Recall Controlled
j'AhuC bwP&t5) Spot red
,AW CeP 6
E] HarmPurpose Committee
Sport m, red Primarily Formed Candidate/
Stall Contributor Committee Officeholder Commiftee
9 Political Party/Central Committee -Abo Cwwkb Fad h
. Commiffee Info ions 1 1D, NU
'- C
� c-g;If
Date of election if applicable:
'Meath, Day. `ear)
2 FEB -7 AM 1I : 59
Pam f
Fm Official Use Only
1 ' 1 LER
® Type of Statement:
El Feelection statement '�to ���.l Statement
R-semi-annual St tement Sp-C-i- bdd=Year Rep rt
Li_ .ii ation Statement
;AI file Form 410 Termination j
El Amendment (Explain low)
Treasurer(s)
AiLI�a��:
T BEET A CRESS ( O P.O. C CITE STA T E ZIP CODE AREA C-0 HONE
°t- P .
CITY STATE a, ASSISTANT TREASURER, IF AN
��' 9vG AJ�� SSMIAi!€NC ADDRESS (IF DREf,�C
AREA COC�r'PI'lONE
CPTIC'�Al.: FAX 1 �-AI�A�RESS
4. Verification
CITY STATE ZIP CODE AREA CODEIPHONE
�PTIOsdAL: FAQ f E-IAI� AI��RESS
i have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information ntahied herein and in the aftached schedulesistrue and complete. i
certify € nd r penalty of Dedury under the lays of the State of Callfbmia that the lbregoing is true and correct.,
p
Executed on By
7 Executed on ByIlate 9"..
Executed or,
By SagnreaP. � , ^Ner: nd=:
Executed on By
F
s ; ads s 7377
www.fopr-ca.gov
COVER PAGE n PA`
6 Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER CANDIDATE
I EFICE SOUGHT OR FIELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
L V' 1
a Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER I JURISDICTION
Identity the controlling officeholder, candidate, or stag measure proponent, if any.
Related Committees Not Included in this Statement: List any commiffees
not Included In this statement that are conftliedyou or are pi-niarilior forned to receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY
contributions or make expendftwes on behaff of o r candid3cy.
CITY STATE ZIP CODE AREA CODE/PHONE
NAME OF TREASURER
cI ; f STATE ZIP CODE AREA CODEIPHONE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
SUPPORT
OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT FEEL
SUPPO T
OPPOSE
N E FFI EHOLDE CANDIDATE
OFFICE SOUGHT O HELD
SUPP T
OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
SUPPORT
OPPOSE
Affach contfnuadon sheets 1 necessary
(
_FPPC Advice:
.o
SEE INSTRUCTIONS ON REVERSE
1, Monetary Contributions ....... ScheduleA.Ldne3
. Loans Received ................................................................ ScheMe,Li2
. SUB TOTAL CASH CONTRIBUTIONS.....,,.,. ....... Li ! +2
. I ne" Coal'i tltions-........................................ , Linea
. TOTAL CONTRIBUTIONS ...... Add Unes3+
. Payments Made. ... ...................................................... sclIedule E, Line 4
7. Loans Made..,,,.,. ..... ...... SchecPtb hl,LiM3
. SUBTOTAL CASH PAYMENT ......................... ............. unes 6 + 7
. Accrued Expenses (Unpaid Bills) ....... .......................... ....... ..sc bF, Linea
19. N I r dj tr t...__.................................................. Sc. c, Line 3
11. TOTAL EXPENDITURES MADE....................................Add Lines 8 + 9 + 90
12. Beginning Cash Balance ............................ ProvArlus Summary Pap, Line 16
13. Cash Receipts ........................................................... ColumnA. Line 3 above
1, Miscellaneous Increases to Cash .................................. c r t, Lhw
15. Cash Payments ....___ ............................................. coklinn , Line Sallow
' . ENDING CASH BALANCE ............ ...._ 12 13 + IA then subtract Lie 15
1f Mis is a to ¢ i a on statement, Lire 16 must be zero.
17. LOAM GUARANTEES RECEIVED ................................ Schedule B, Part
Cash Equivalents and Outstanding Debts
1, Cash Equivalents ................................................ see instrwttlps on revem
19. Outstanding Debts,.....,. .... ..... AddL€r 2+L -0 n B above
a
0
MME
lam\ W"m\ \\\
through _ - of
a I.I. NUMBER
Column A Column
TOTAL`s HISPgR= # CALENDAR YEAR
(FRO AT-ACHEDSCHEDULES! TOTAL To DATE
N
$ J_
I
9
To I late Column B,
add amounts In Column
to the corresponding
amounts frog Column
of your last report. Some
amounts in Column A may
be negative f€ ur s that
should be subtracted from
previous period amounts, if
this is the fffst re '
Ned for this calendar year,
only carry over the amounts
from Lines 2, 7, and :f
any).
Running in Both the State Primary and
General Elections
III through 7/1 to Data
20, Contributions
Received
21, Expenditures
Made
Expenditure Urnit Summary for State
Candidates
s Cumulative Expenditures; de
ffSubject W Wurftry ExpgnditureL6mit)
Date of Election Total to Date
1 *Arriounts in this section may be different from amounts
I reported in Column B.
Schedule A
Monetary Contributions Received
Amounts e
to whole dollars.
from
SEE INSTRUCTIONS ON REVERSE through
Page of �
NAME OF FILER
LD, NUMBER
FULL NAME, STREET ADDRESS AND ZIP CODE OF IF AN INDIVIDUAL, ENTER � i�# T
DATECONTRIBUTOROCCUPAT
� C9VE T� � � �L � it is
IONAND EMPLOYER E IVED THIS
CALENDAR YE - TO DATE
RECEIVED CODE (IF SELF -EMPLOY E, ENTER FAME
�
'IF COMMITTEE, ALSO ENTER 1.0. NUMBER) OF BUSINESS) PERIOD
(JA , 9 a DEC, 31) � [iF REQUIRED)
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Schedule A Summary
. Amount received this period — itemized monetary contributions.
Includeall Schedule A subtotals.) .... ................ ..........
....................................................................a..,.,.
. Amount received this period — unitemized monetary contributions of less than ...........................
Total mionetary contributionsreceived this nedod
(Add Lines 1 and 2. Enter here and on the Summary Page, %Column A, Line 1.......................
FPPC Ads 1966/275-3772)
.v
Arnounts may be rounded
to whole dollars.
HE ULEA (O T,)
Im
DATE
FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR
WAN INDIVIDUAL, ENTER AMOUNT Ids;; I,II� � AT I E TO DATE PER ELECTION
CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED CALENDAR YEAR TO DATE
RECEIVED CODE NF SEs F-E PLO-YED, EWER NAME)
(IF COMMITTEE, ALSO ENTER I.D. NUMBER! OF BU=SINESS2 PERIOD (JW 1 - DEC. 311 OF REQUIRED)
I Ii
COO I
OT
PTY
C. see
El I N
DM j
0 OTH
73
El sec '
IN
om
T °
PTY
SCC
CM
El OTH
PT V
El SCC
El Cm
T
1 I PTY
*Contributor Codes
I - individual
OM - Recipient Commi=tee
(other than PTY or C)
OTH ® Other (e. ,, business entity)
PTY - Political & y
SCC ® Small Contributor Committee
FIRK . _ 1 .))
FPPC Advice: ads 7772)
WW1ALfpPC-C8-g0v
Instructions for
All loans received or outstanding are reported o
Schedule B. Loans include monetary loans and
amounts drawn on lines of credit.
Report loan guarantors on Schedule B — Part 2.
"guarantor" is a third party that -signs, endorses,
or provides security for a loan, or establishes or
provides security for a lire of credit. A guarantor is
also making a contribution.
stag candidate guarantees a bars from
commercial leading institution in connection with his
or e§ election, both the lending institution and the
candidate are required to be disclosed as the leader.
For each loan of $100 or more that was received
rwas outstanding during the reporting period,
disclose the lender's name and address, Report
the original source of all loans received. .g., for
loan from a commercial lending institution for which
candidate is personally liable, report the leading
institution as the lender.
Column ( — Enterthe outstanding loan balance
t the beginning of this period (Column d of last
report). if the loan was received this period, this
column will be blank.
Column b — Eater the amount received from the
leader during this reporting period. If this loan was
calved 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 leader
forgives a loan or a third party rakes a payment
on a loan, also report the lender or third party on
Schedule A.
Column (d) — Eater the outstanding balance of the
loan at the close of this reporting period. Enter the
due date, if any.
Column e s Eater the interest rate and the amount
of interest paid on the to n(s) d dng this reporting
period. Interest paid is reported separately from
payments made on the loan principal, Interest
payments are also transferred to the Schedule
Summary.
Column a Enter the original amount of the loan
and date received. If this is the first ti ee you are
reporting the loan, this will be the same amount
reported in Column (b.
Column g, — Eater the cumulative amount of
contributions Ooans. monetary and nonmonetary
ntdbuti n 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 eachcontributor
during the limitation cycle' in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Disclosure Manual .
"-r "1 Be €r t rry this figure
to the Summary Page as a negative figure to be
subtracted from Summary Page totals.
AdditionalInformation:
Refer to the Instructions for Schedule A for important
nt
information about;
Contributor codes
Contributions from individuals
Contributions from committees
loan received from m erci l lending
institution i the normal course of business is
reportable on Schedule B but is not considered
contribution. Contributor codes and cumulative
mounts (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 re or keeping, prohibitions on cash
contributions, returning contributions, and more.
FPS 1 a 27 77 )
www.fppc.ca.gov
ScheduleInstructions for
B
Loan Guarantors
Enter the name of the leader or the entity at which
line of or dit 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, eterte fill 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 FPPCCampaign
Disclosure Manual .
Report the outstanding balance for which the
guarantor is liable at the dose of this reporting
period.
Loan guarantees are not included in the Schedule l
Summary, but are carried forward in a lump sum t
Line 17 of the Summary Page.
(Jon,12016))
FPPC fi t 27772
wwwfppc.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 artworkr
furniture.
discount that is not available to the public
generally.
If ttl cf t r re l receiive dfi"omasingle
contributor during l d r year, report the
rare, street address, city, state and zip code
of the contributor, the amount contributed this
period, and the cumulative amount received from
the contributor since Januaryt f the current
leader year. Include monetary and nonmonetary
contributions and loans when reporting the
cumulative amount.
Contributions totaling less than received from
single contributor during a calendar year are
reported as a lump sum on dine 2 of the Schedule
Summary,
Date Received:
nonmonetary contribution has been received
on the earlier of the following; t 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 the date you or your agent
obtained possession or control oil the goods or
services.
Per Election to Date:
Candidates subject to state contribution limits r
if required by local ordinance) must disclose the
cumulative amount re ivied from each contributor
during the firriftation cycle in addition to the
calendar year cumulative amount, (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1.)
Fair Market a
required by law to provide the information.
Administrative Services:
WNU
The total of nonmonetary contributions is reported
n the Summary Page as both contributions
received and expenditures made. Enter the total
on Line 3 cf the Schedule C Summaryn both
Lines 4 and 10 of the Summary Page. !state
Candidates; Most nonmonetary contributionsalso
count for purposes of the voluntary expenditure
licit.
important information about:
- Contributor codes --
Contributions from individuals
Contributions tions from committees
intermediaries
Instructions for
Schedule D
Summary of Expenditures Supporting/Opposing Oth
Candidates, Measures, and Committees I
Schedule 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. Thew include;
. A direct monetary contribution or loan made t
another candidate or committee.
payment made to a vendor for goods or
services for a candidate or committee i t
nonmonetary contribution).
donation to a candidater committee of goods
on bead, or the payment of salary or expenses
for a campaignemployee who spends % or
more of his or her compensated time working for
another ndid t r committee.
ElectionPer to s
If a contributionis made to a candidatethat is
subject to state contribution limits(or if required
y 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
electrons. For example, a $4,200 contributionto a
candidate for the primary election in 2016 would b
disclosed as" ,20 Path."
"Per Election to Date" Column
—Limitation Cycle
Year of Election
Primary
2
General G
2017 17
Special S
2
Runoff R
2
Refer to the FPPC Campaign Disclosure Manual
for your type f committee for important information
about rccrdkping, prohibitions on cash
payments, restrictions on the use of campaign
girds d
FPPC Forte Jsli
FPS 7s--377
av
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
Amounts rounded
to wholedollars.
CODES: If one of the following codes accurately describes the payment, you may eater the code. Otherwise, describe the payment.
AM
t P
campaign parapherrialia/misc.,
NIBR member communications
RAD
radio airtime and production€ costs
CND
campaign consuttants
WTG
meetings and appearances
RFD
returned contributions
TB
contribution (explain ri n on tar °
OFC
office x n s
SAL
campaign worker' salaries
C
civic donations
PE I
petition circulating
TEL
t.v. or cable airtirne and production costs
FIL
candidate f€lirag/b ll t fees
PHO
phone banks
T C
candidate travel, lodging, and meals
Fl= D
fundraising events
POL
polling and survey research
TRS
staff/spousestaff/spouse travel, lodging, and meals
IND
independent expenditure supportinglopposing otla rs (explain)*
POS
postage, delivery and messenger services
T F
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting',
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (i terr, t, e-mail)
NAME AND ADDRESSOF WEE CODE OR DESCRIPTION OF PAYMENT
(IF COMMITTEE, ALSO ENTER 1.17). NUMBER!
411
-T
to _-
� � 1 1-
3
L iN t-- WN e- 5 1vv1 rlcN �'
, r.
Payments that are contribWons or independent expenditures must also be summarized on Schedule D, SUBTOTAL
Schedule
, Itemized payments made this period. kinclude all Schedule E subtotals.)... ................... ........................................................ .......... ............
. Unitemized payments d this period f under ......... ......... ................... .....:..a ................ ......n: e............ ,....... .. ...... ..........,..
IS
. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (a).) ......... .............. — ............................
. Total m t made this period. (Add ulnas 1, 2. and 3. t r here and on the Summary Page, Column A, Line .)..........................
FPVC ForniI))
FPK Advice: 22)
www.fppc.ca.gov
Armunts may be rounded
to whole dollars.
Payments Made
SEE INSTRUCTIONS ON REVERSE
MM
If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
SCHEDULE E (CONT.)
Page f
LD, NUMBER
campaign r lia l
. �,r r communications
PAD
radio airtime and production costs
CNS
campaign consultantsIVITG
meetings and appearances
RFD
returned contributiors
CTB
contribution (explain nor netar )*
OFC,
office expenses
SAL
campaign wr ' r la
C
civic donations
PET
petition circulating
TEL
t.v. or cable airtime and production costs
FIL
candidate filingiballotilees
PHO
phone banks
TPA
candidate travel, ,lodging, and meals
FND
fundraising events
P L
polling and survey research
TRS
staffifspousetravel, lodging, and meals
IND
independent expenditure supportinglopposing otters (explain)*
POS
postage, delivery and messenger services
T F
transfer Wween committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
OT
voter registration
LIT
campaign literature and mailings
P T
print ads
WEB
Information te&Inology costs (internet, e-mail)
NAME AND ADDRESS PAYEE
j 'IF COMM1TTEE. ALSO ENTER LD. UMBER;
CODE OR DESCRIPTION OF PAYMENT
1
Payments that are contributions or Independent expenditures must also bee summarized on Schedule D. SUBTOTAL $
r t I :Lfl
FP s r 2
www.fppc.ca.gov
SEE INSTRUCTIONS REVERSE
malmommm
CMP campaign paraphemalia/mise.
CNS campaign consultants
CTB contribution (explain non tart')*
C civic donations
FIL candidate f€lingi'ballct fees
FND fUndraising events
IND independent expenditure supportin
LEG legal defense
LIT campaign literature and mailings
codes accurately describes the payment, you may enter the code
MBA
member communications
MTV
meetings and appearances
0FC
office expenses
PET
petition circulating
PHO
phone Irks
PL
polling and survey rearch
/opposing other (explain)* POS
postage, delivery and messenger services
PRO
professional services (legal. punting)
T
print ads
NAME AND ADDRESS OF CREDITOR
111' COMMITTEE, ALSO ENTER €.D NUMBERj
Statement covers period —111
\\ O
from
\a\\\ \\ \ ... \`
through Pa f
I.D. NUMBER
Otherwise, describe the payment.
CODE OR IOUTSTANDING
DESC IPTI O PAYMENT BALANCE BEGINNING
F THIS PERIOD
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t.v_ or cable airtime and production costs
TRC candidate travel, lodging, and , IS
TRS staff/spoLse travel, loddging, and meals
T F transfer between committees of the same candidatelsponsor
V T voter registration
VVEB information technology costs (into -met, -mail)
l l c) (d)
AMOUNT INCURRED AMOUNTPAID OUTSTANDING
THIS PERIOD THIS PERIOD BALANCE AT CLOSE
ALSO REPORT ON Ei , OF THIS PERIOD
nts that are contributions or independent expenditures must also be SUgTOTALS
sunirmfized on Schedule DSchedule 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 1 . __.,,.....__ ......__ ................. INCURRED TOTALS
2. Total accrued expenses paid this period. Onclude all Schedule F, Column subtotals ibr payments on
accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under 1 ..,. _...................... _. PAID TOTAL
. Net change this period. (Subtract Line 2 from Line 1, Enter the difference here and
onthe Summary Page, Column A, Lino . ,s..,...®___ .a......b.,....,,a.e.,,,,.,.ae...„a..... ___ .t..aa...............s..,a.,.,,............eB.E®seE«,a,.s.,.s.e,.,....s............ ,....,.......... ...,
Nuibe a �roaawenter
FPSAdvice: 72)
v
Schedule F
Amounts rrmy be rounded
SCHEDULE F (CONT
(Continuationo
whole dollars.
St;atement covers periodAccrued
ill
throughrage of
OF FILER
I.D. NUMBER
CODES:NAME
if one of the following des accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CAP campaign p r ph r€t lia/mi .
MBR member communications
RADradio airtime and production costs
CNS campaign consultants
MTG meetingsand appearances
RFD returned contdbutions
CTB contribution (explain nonr on tary)*
OFC office expenses
SAL campaign workers' salaries
IBC civic donations
PEA petition circulating
TEL Lv. or cable airtime and production costs
FIL candidate fling/ballot fees
P O hone banks
TRC candidate travel, lodging, and meals
FND f indr I Ing events
P L polling and survey research
TRS staff/spouset4av 1, lodging, and meals
IND independent expenditure supportingiopposing others (explain)*
POS postage, delivery and messenger services
€ F transfer between committees of the same candidate/sponsor
LEG legal defense
PRO professional services (legal, accounting)
VOT voter rags ration
LIB campaign literature and mailings
P T print ads
WEB information technology costs (Internet, e- aili
* rats that are contributions or independent n ur s must also be surrunarizedn Schedule D.
DAME AND ADDRESS OF CREDITOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER
CODE OR
DESCRIPTION OF PAYMENT
() I t $ 'ICt
OUTSTANDING AMOUNT PAID
BALANCE BEGINNING I AMOUNT INCURRED THIS PERIOD
OF THIS PERIOD THIS PERIOD iALSO REPORT ON E,
a
El
El
Fly n 1
FPK Advice:pp 4 7 7
Instructions
AgentSchedule G
Payments Made by an or
Independent Contractor
Code or Description t9
The treasurer is provided with a dated receipt
and written description of each expenditure poor
to reimbursement; and
Reimbursement is paid within 45 calendar days
after the agent or independent contractor makes
the expenditures.
Generally, it reimbursement is net paid within
45 calendar days, report the expenditure as
nonmonetary contribution on Schedule C.
Refer to the FPPC Campaign Disclosure
Manual for your type of committee for additional
instructions.
a2)
FPS 2772
www.4w.ca.gov
ScheduleInstructions for
Loans Made to Othel-
Ali loans made or outstanding are reported on
Schedule H.
Generally, campaign funds may be used t
make loans to other candidates, officeholders, or
committees (unless otherwise prohibited) and to
boas fide chartable, educational, ciOc, religious, or
similar t-e empt 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
candidate, the treasurer, or other committee
officials.
For each loan of $100 or more that was made
ors outstanding during the reporting per ,
disclose the recipient's name and address and, if
n individual, his/her occupation and employer or, if
self employed, the name of the business.
Column ) ® Enter the outstanding loan balance
t the beginning of this period(column d) of last
report.) If the loan was made this period, this
loan 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) ® Eater the amount of any reduction
of the loan during this reporting period. Check
whether the loam was paid or forgiver. I 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, Eater
the due date, if any.
Column ) — Eater 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 ents are also transferred t
the Schedule I Summary.
Column m 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 loam 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
candidate subject to state contribution limits, or
the information is required by locall ordinance, also
eater the total amount contributed to the candidate
in connection with each limitation tion cycle and identify
the election year. (For contributions to state
candidates, see the Schedule D instructions.)
The Schedule H Summary reflects the tenet
charge" in thecommittee's loan activity. That i,
repayments received are subtracted from new
loans made. When the repay , ent number is larger
than the amount of the new leans made, Line
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 "a i " or "($1 )." Be
sure to carry this figure to the Summary Page as
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 es must also be reported on Schedule D.
ScheduleInstructions for
p
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 i
transferred from Schedule H, Column €_
Proceeds from the sale of campaign property,
such as office furniture or equipment.
Refunds received on deposits, such as
telephone depos s.
Refunds received from overpayment of bills.
FPPC Forte 460 ( 2 , )
www.fppc.ca.gov
The Form 460 is for use by all recipient
committees, including:
Candidates, Officeholders and Their Controlled
Committees
Primarily Formed Ballot Measure Committees
Primarily Formed Candidate/Officeholder
Committees
General Purpose Committees
person, entity, or organization that receives
contributions toning $2,000 or more during
calendar year to support or oppose various
candidates and measures IX
I g., political parties,
political action committees).
Non - controlled committees that do not recehle
contributions, loans, or miscellaneous receipts
totaling or more from a single source during
calendar year may use Form 450 — Recipient
'Committee Campaign Statement — Short Form._
Note: Refer to the Statement of Organization,
o 1 g for guidance to determine the type of
committee.
Use the Form 460 to file and of the
• Preelection Statement
• Semi-annual Statement
* Quarterly Statement
* Special Odd -Year Report
* Termination Statement
Amendment to a previously flied statement
Note: Mark the preelection statement box if
committee flies a monthly report in connect -ion with
proposal.
See reverse for general guidance on where to file
this fo
Contribution Limits: Candidates for elective
state office are subject to stag contribution limits.
Contributions received by committees for the
purpose of making contdbutions to candidates
for elective state office are also subject to limits.
chart identifying the limits is located at
fppc.ca.gov. In addition, local candidates may
be subject to contribution limits imposed by local
ordinance. Questions conceming local limits
should be addressed to election officials in the ocai
jurisdiction.
This foryn was prepared by the Fair Political
Practices ommissio . For detailed
information ,anon n campaign reporting requirements
and the Information Practices Act of 1977, see the
FPPC 'Campaign Disclosure Manual for your type
of committee (available from your filling officer or
the ). Campaign filing deadlines, forms, and
other informational materials are available on the
FPPC website .fppc. .ge ,
FPPC ft i
Advice:FPPC i
WWWAW-ca.
Instructions for
Where to File:
In general, stag committees file with the Secretary
of State and local committeesfile with the filing
officer of the local jurisdiction.
StateCommittees:
Additional Cop`
copy of this fornn must also be filed with a state
candidate's county of doric le's filing officer, if
the state candidate committee does not file Form
460 electronically with the Secretary of State,
copy of this fc mi must also be filed with
local filing officer if the committee is controlled
y a candidatefor state elective office and the
committee is of _ -ed for a local election,
copy of this form must Mso be filed with
the relevant CaIPERS or C1TS office if
the committee is a candidate controlled or
primarily formed committee for a CalPERS
r CalSTRS election. A cand!date seeking
l r %C1 election is not required to
file a copy of the statement with the candidate'
county of domicile.
Local Comm"
Elected officers, and candidates for low l
agencies that have jurisdiction in two or more
counties and commfttees that support or oppose
candidates r local measures being voted on
in one of these jurisdictions, file an odginal and
on - py with the election official for the county
with the largest number of registered voters in
the district and one copy with their county of
domicile.
Elected county officeholders sad Gandidates for
county offices, and committees that support or
oppose candidates or ballot measures being
voted on within a single county, file an original
and one copy with the election official for that
county.
Elected city ors holders and candidates for city
offices, and mmittees that support or oppose
candidates and ballot measures ss res in a single city,
file an original and one copy with the city clerk.
Paper Copies: Most committees rsst file the
original s d one copy in paper format with the
designated filing officer. Most state committees
must also file an electronic version. Some local
jurisdictions also require electronic submissions,
Electronic Filings State committees rust file
electronic reports with the Secretary of State i
the committee recehrs contributions or rakes
expenditures totaling $25,000 or more,
General Purpose Committees: FPDC regulation
7.5 sets out the procedures for determining
whether a committeeshould file with the state,
county or city elections once. i general, such
comm'N file with the Secretary of State unless
the committee rakes more than 7 % of its
contributions and expenditures in connection with
city election or county election. The regulation sets
out revise firnelines and exceptions, A committee
cannot knowingly file in an incorrect ri di ic€
with the intention of avoiding the appropriate legal
disclosure to the public, Committees that change
jurisdictions file in both j sdlctio s until the end of
the calendar year.
NCO Proposals: Committees primarily formed
to support or oppose a LAFCO proposal file this
fora with the county elections office in the county
that the proposal may be voted upon. . Once
proposal is listed on a ballot, a committeewill file
s a multi -county, linty or city committee.
Statement of Organizations A committee must
make certain that its Statement of Organization,
Form 410, is crest and correct. This form
includes information such as a candidate's year of
election and the name of the committee's principal
officers as well as other important infonnation
regaiding the committee's formation. Information
listed on a Form must be the same as that
disclosed on the Form 410.
FPS Form 460 12
FPS
.o
_The Form 460 is for use by all recipient
commiftees,
Candidates, Officeholders and Their Controlled
Commiftees
candidater olTiceholder who has a controlled
committee, or who has raised or spent or will
raise or spend $2,000 or -more during a calendar
year in connection with election to office or
holding office. 1he Form 4 -is also required it
$2,000 or more will be raised or spent during the
lender year at the behest of the officeholder or
candidate.
Primarily Formed Ballot Measure VCommiffees
person, entity, r organization that receives
contributions totaling $2,000 or more during
a calendar year for the primary purpose of
supporting or opposing the qualification,
passage, or defeat of a single ballet measure
or two or more measures being voted on in the
serve cy, county£ multiscounty o9 state election,
Primarily Formed Candidate/Officeholder
Committees
person, entity, or o—Iganization that receives
contribuficins totaling $2,000 or more during
'endar year to suggort. or oppose a sin le
candidate or officeholder. or Wo or more
nddates r obi holders who are being voted
upon in the same city, county, or multi -county
election. This type of committee is not controlled
y the did t s, or h lder s,_
Feral Purpose Committees
person, nti ty, or organization that scares
contributionstotaling $2,000 or more dr ig
calendar yearto support or oppose vanous
candidates and measures .g., political parties,
politic -al action committees,.
Non -controlled committees that d not receive
ntr i taon , loans, r misc ll r s r ipts
totaling more from a single source durin g
a calendar year may use Fors; 450 - Recipient
€r itt paign Statement Short Form.
Note: Refer to the Statement of Organization,
Form 410, for guidance to deterunine the type of
committee.
Use the Form 460 to file any of the
l wi a
Preelection Statement
* Serni-annual Statement
Q Quarterly Statement
• SpecialOdd-Year Report
• lermination Statement
Amendment t=o a pre loosW filed statement
Note, Mark the preelection statement box it
c� mittee fifes a monthly report in connection with
proposal.
See reverse for general guider.ce on where to file
this fora.
Contributioni it :candidates for elective
state once are subject to state contribution limits.
(�'ontdbufions received by committees for the
purpose of making ctdtirs t didts
for elective state office are also subject to limits.
chart identifying the limits ;s located at www.
f
lopc.ca.gov. In addition, local Gandidates may
be subject to contribution lim is imposed by local
ordinance. Questions conceming local limits
sold be addressed to election offic= is in the local
Jurisdiction.
This form , was prepared by the Fair Political
Practices Commission ;C. For detailed
information on campaign reporting requirements
and the Information Practices Act of 1977, see the
FPPC Campaign Disclosure Manual for your type
et committee (available from your filing officer or
the F). Campaign filing deadlines, forms, and
other info,r, ational materials are available on the
FPS _ Z
F Advice: . � 3 72
WnAWe . s