HomeMy WebLinkAboutSTEVEN SEMIANN21Recipient Committee
Campaign Statement
The Form 460 is for use by all recipient
committees, including:
Candidates, Officeholders and Their Controlled
Committees
A candidate or officeholder 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. The Form 460 is also required if
$2,000 or more will be raised or spent during the
calendar year at the behest of the officeholder or
candidate.
Primarily Formed Ballot Measure Committees
A person, entity, or 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 ballot measure
or two or more measures being voted on in the
same city, county, multi -county or state election.
Primarily Formed Candidate/Officeholder
Committees
A person, entity, or organization that receives
contributions totaling $2,000 or more during
a calendar year to support or oppose a single
candidate or officeholder, or two or more
candidates or officeholders who are being voted
upon in the same city, county, or multi -county
election. This type of committee is not controlled
by the candidate(s) or officeholder(s).
General Purpose Committees
• A person, entity, or organization that receives
contributions totaling $2,000 or more during
a calendar year to support or oppose various
candidates and measures (e.g., political parties,
political action committees).
Non -controlled committees that do not receive
contributions, loans, or miscellaneous receipts
totaling $100 or more from a single source during
a calendar year may use Form 450 — Recipient
Committee Campaign Statement— Short Form.
Note: Refer to the Statement of Organization,
Form 410, for guidance to determine the type of
committee.
Use the Form 460 to file any of the
following:
• Preelection Statement
• Semi-annual Statement
• Quarterly Statement
• Special Odd -Year Report
• Termination Statement
• Amendment to a previously filed statement
Note: Mark the preelection statement box if a
committee files a monthly report in connection with
a LAFCO proposal.
See reverse for general guidance on where to file
this form.
Contribution Limits: Candidates for elective
state office are subject to state contribution limits.
Contributions received by committees for the
purpose of making contributions to candidates
for elective state office are also subject to limits.
A chart identifying the limits is located at www.
fppc.ca.gov. In addition, local candidates may
be subject to contribution limits imposed by local
ordinance. Questions concerning local limits
should be addressed to election officials in the local
jurisdiction.
This form was prepared by the Fair Political
Practices Commission (FPPC). For detailed
information on campaign reporting requirements
and the Information Practices Act of 1977, see the
FPPC Campaign Disclosure Manual for your type
of committee (available from your filing officer or
the FPPC). Campaign filing deadlines, forms, and
other informational materials are available on the
FPPC website (www.fppc.ca.gov).
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Recipient Committee
Campaign Statement
Where to File:
In general, state committees file with the Secretary
of State and local committees file with the filing
officer of the local jurisdiction.
State Committees:
State committees include state candidates
and officeholders, all judicial candidates and
judges, committees that support or oppose state
candidates and ballot measures (e.g. PACs,
political parties), committees that support or
oppose candidates and ballot measure in more
than one county and candidates and committees
formed for CalPERS or CaISTRS elections.
Secretary of State
Political Reform Division
1500 11 th Street, Room 495
Sacramento, CA 95814
Phone (916) 653-6224
Fax (916) 653-5045
www.sos.ca.gov
Additional Copies:
CalPERS or CaISTRS election is not required to
file a copy of the statement with the candidate's
county of domicile.
Local Committees:
Elected officers and candidates for local
agencies that have jurisdiction in two or more
counties and committees that support or oppose
candidates or local measures being voted on
in one of these jurisdictions, file an original and
one copy 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 and candidates 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.
• A copy of this form must also be filed with a state
Elected city officeholders and candidates for city
candidate's county of domicile's filing officer, if
offices, and committees that support or oppose
the state candidate committee does not file Form
candidates and ballot measures in a single city,
460 electronically with the Secretary of State.
file an original and one copy with the city clerk.
• A copy of this form must also be filed with a
local filing officer if the committee is controlled
by a candidate for state elective office and the
committee is formed for a local election.
• A copy of this form must also be filed with
the relevant CalPERS or CaISTRS office if
the committee is a candidate controlled or a
primarily formed committee for a CaIPERS
or CaISTRS election. A candidate seeking a
Fast Facts:
Paper Copies: Most committees must file the
original and 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 Filing: State committees must file
electronic reports with the Secretary of State if
the committee receives contributions or makes
expenditures totaling $25,000 or more.
General Purpose Committees: FPPC regulation
18227.5 sets out the procedures for determining
whether a committee should file with the state,
county or city elections office. In general, such
committees file with the Secretary of State unless
the committee makes more than 70% of its
contributions and expenditures in connection with a
city election or county election. The regulation sets
out review timelines and exceptions. A committee
cannot knowingly file in an incorrect jurisdiction
with the intention of avoiding the appropriate legal
disclosure to the public. Committees that change
jurisdictions file in both jurisdictions until the end of
the calendar year.
LAFCO Proposals: Committees primarily formed
to support or oppose a LAFCO proposal file this
form with the county elections office in the county
that the proposal may be voted upon. Once a
proposal is listed on a ballot, a committee will file
as a multi -county, county or city committee.
Statement of Organization: A committee must
make certain that its Statement of Organization,
Form 410, is current 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 information
regarding the committee's formation. Information
listed on a Form 460 must be the same as that
disclosed on the Form 410.
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Recipient Committee
Campaign Statement
Cover Page
S t me t covers period
from • % 2-0 I
SEE INSTRUCTIONS ON REVERSE
through I v
1. Type f Recipient Committee: All committees — Complete Parts 1, 2, 3, and 4.
Officeholder, Candidate Controlled Committee ❑
Primarily Formed Ballot Measure
0 State Candidate Election Committee
Committee
0 Recall
0 Controlled
(Also Complete Part5)
0 Sponsored
(Also Complete Part 6)
❑ General Purpose Committee
0 ❑
Primarily Candidate/
Sponsored
Formed
0 Small Contributor Committee
Officeholder Committee
0 Political Party/Central Committee
(Also Complete Part7)
3. Committee Information I D. NUMBER
COMMITTEE NAME (OR C NDIDATE'S AME IF NO COMMITTEE)
S4T5 6rq 5 ►� C'E CC)LknC t [tLo -z'C)
STRFFTAnn RFSS 1Nn Pn Rnx1
CITY STATE ZIP CODE AREACODE/PHONE
OPTIONAL: FAX/E-MAILADDRESS
4. Verification
I have used all reasonable diligence in preparing and reviewing this statement and to the
certify under penalty of per) ry and r the laws of the State of California that thejBy
Executed on -to 2 ti
Date
Executed on / Z Date
Date Stamp
Date fAierit ��ikaWT 7 2
BAKERSFIELD CITY 'LERK
2.. jype of atement:
❑ reelection Statement
LK Semi-annual Statement
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
Treasurer(s)
COVER PAGE
Page of
For Official Use Only
❑ Quarterly Statement
❑ Special Odd -Year Report
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY STATE ZIP CODE AREACODE/PHONE
OPTIONAL: FAX/ E-MAIL ADDRESS
my knoy/Igdge the information contained herein and in the attached schedules is true and complete. I
or
or
Executed on By
Date Signature of Controlling Officeholder, Candidate, State Measure Proponent
Executed on By
Date Signature of Controlling Officeholder, Candidate, Stale Measure Proponent
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Recipient Committee
Campaign Statement — Cover Page
Period Covered by a Statement:
The "period covered" by a campaign statement
begins the day after the closing date of the last
campaign statement filed. For example, if the
closing date of the last statement was September
30, the beginning date of the next statement will be
October 1.
If this is the committee's first campaign statement,
begin with January 1 of the current calendar year.
The closing date of the statement depends on the
type of statement you are filing.
Date of Election:
If you are filing this statement as a preelection
statement in connection with an election, enter the
date of the election.
Type of Recipient Committee:
Check one box to indicate the type of committee
filing the statement. General descriptions are
provided on the cover sheet to this form, or contact
your filing officer or the FPPC for assistance.
Following are some additional guidelines:
Controlled Committee
• A controlled committee is one that is controlled
by a candidate, officeholder or, in the case
of a state ballot measure committee, by the
proponent of the measure. A committee is
"controlled" if the candidate, officeholder,
or proponent, his or her agent, or any other
committee he or she controls, has a significant
influence on the actions or decisions of the
committee.
Sponsored Committees
• A sponsored committee is one that has a
sponsor —a business entity, organization,
union, or other entity —that meets certain
criteria. Sponsored ballot measure committees
and general purpose committees must include
the name of the sponsor in the name of the
committee.
Small Contributor Committees
• This term is significant only if the committee
makes contributions to candidates running for
elective state office.
Type of Statement:
Check the appropriate box(es) to indicate the type
of statement you are filing (or amending).
Amendments: If you are filing an amendment to a
previously filed statement, give a brief explanation
of the amendment and list the schedules being
amended. Include an amended summary page, if
applicable. Be sure to enter the period covered of
the statement you are amending.
Termination: A committee must continue filing
campaign statements each year until it is eligible to
terminate and files a Form 410 Termination.
Most officeholders must continue filing campaign
statements until they have terminated all controlled
committees and have left office.
Committee I.D. Number:
If the committee has not yet received an
identification number from the Secretary of State,
enter "Not Yet Received." File Form 410 to obtain
an I.D. Number.
Verification:
The statement must be signed by the committee
treasurer or the assistant treasurer named on the
committee's Statement of Organization (Form
410). An officeholder, candidate, or state measure
proponent who controls the committee must also
sign the statement. If two or three officeholders,
candidates, or proponents control the committee,
each must sign the statement. If more than three
control the committee, one may sign on behalf of
the others.
Under certain circumstances, the responsible
officer of a sponsoring organization must sign the
statement.
Additional Important Information:
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for information about:
• When, where, and what type of statements the
committee is required to file.
• Closing date of campaign statements.
• Sponsored committee criteria.
• Termination criteria.
• Recordkeeping requirements and prohibitions.
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Recipient Committee
Campaign Statement
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
FICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IFAPPLICABLE) BALLOT NO. OR LETTER I JURISDICTION
RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP
Related Committees Not Included in this Statement: List any committees
not included in this statement that are controlled by you or are primarily formed to receive
contributions or make expenditures on behalf of your candidacy.
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER
CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREACODE/PHONE
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER
CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
COVER PAGE - PART 2
Page of
❑ SUPPORT
❑ OPPOSE
Identify the controlling 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 List names of
officeholder(s) or candidate(s) for which this committee is primarily formed.
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
Attach continuation sheets if necessary
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
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.
Acandidate 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 filed
with the appropriate filing 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 state 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: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Campaign Disclosure Statement
Summary Page
Amounts may be rounded
to whole dollars.
Stfatte en covers period
from I L
19
SUMMARY PAGE
SEE INSTRUCTIONS ON REVERSE I through j I Page of
NAME OF FILER
5+6v�,n s %� G. - Cb
C-C 'LCJ L U
I.D. NUMBER
Contributions Received
Column A
TOTAL THIS PERIOD
Column B
CALENDAR YEAR
Calendar Year Summary for Candidates
(FROM ATTACHED SCHEDULES)
TOTAL TO DATE
Running in Both the State Primary and
®
General Elections
1. Monetary Contributions...................................................
Schedule A, Line 3
$
$
1/1 through 6/30 7/1 to Date
2. Loans Received................................................................
Schedule B, Line 3
��
20. Contributions
3. SUBTOTAL CASH CONTRIBUTIONS ..............................
Add Lines 1 +2
$ V
$
Received $ $
4. Nonmonetary Contributions ............................................
Schedule C, Line 3
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED...............................Add
Lines 3+4
$
$
Made $ $ LJ
Expenditures Made
Expenditure Limit Summary for State
6. Payments Made................................................................
Schedule E, Line 4
$
$
Candidates
7. Loans Made.......................................................................
Schedule H, Line 3
22. Cumulative Expenditures Made*
8. SUBTOTAL CASH PAYMENTS .......................................
Add Lines 6+7
$
$
(If Subject to Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills) ..........................................
Schedule F Line 3
Date of Election Total to Date
10. Nonmonetary Adjustment .................
Schedule C, Line 3
(mm/dd/yy)
11. TOTAL EXPENDITURES MADE....................................Add
Lines 8+9+10
$
$
$
Current Cash Statement
12. Beginning Cash Balance ............................ Previous Summary Page, Line 16
13. Cash Receipts........................................................... Column A, Line 3 above
14. Miscellaneous Increases to Cash .................................. Schedule 1, Line 4
15. Cash Payments......................................................... Column A, Line 8 above
16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15
If this is a termination statement, Line 16 must be zero.
$
17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part 2 $
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ................................................ See instructions on reverse $
19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $
To calculate Column B,
add amounts in Column
A to the corresponding
amounts from Column B
of your last report. Some
amounts in Column A may
be negative figures that
should be subtracted from
previous period amounts. If
this is the first report being
filed for this calendar year,
only carry over the amounts
from Lines 2, 7, and 9 (if
any).
$ d
*Amounts in this section may be different from amounts
reported in Column B.
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Summary Page
Campaign Disclosure Statement
The Summary Page provides an overview of the
committee's financial activities and is completed for
each filing.
Column A reflects activities during the current
reporting period as reported on Schedules A
through H. It is not necessary to attach a blank
schedule if there has been no reportable activity
during the period, but it is necessary to enter a
zero or the word "none" on the appropriate line in
Column A of the Summary Page.
Column B figures should reflect the cumulative
total since January 1 of the current calendar
year.* Add the totals from Column B of the
committee's last campaign statement (if any) to the
corresponding amounts in Column A. If this is the
first report being filed for a calendar year, only carry
forward the amounts reported on Lines 2, 7, and
9 of Column B (if any) from the committee's last
statement. (Note: The amounts reported on Lines
2, 7, and 9 of Column B should be the same as
the total outstanding amounts disclosed in column
(d) of Schedules B, F, and H, respectively, of the
current report.)
When loans (Schedules B and H) and accrued
expenses (Schedule F) are paid, the figures to
be carried from the schedules to Lines 2, 7, and
9 of Column A maybe negative numbers. In this
case, be sure to show them as negative figures on
the Summary Page (e.g., with a minus sign (-) or
in parentheses), and subtract them when totaling
Columns A and B.
*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. Consult the FPPC Campaign Disclosure
Manual for your type of committee for additional
information.
Current Cash Statement:
Lines 12-16 of the Summary Page should
accurately reflect your current cash position.
Beginning and ending cash balances should
include the total amount of funds in your campaign
checking and savings accounts, plus any
investments that can be readily converted to cash,
such as certificates of deposit, money market
accounts, stocks and bonds, etc. (Officeholders
and candidates are subject to bank account
restrictions, and all committees should read the
FPPC Campaign Disclosure Manual regarding
appropriate uses of campaign funds.)
Line 12 (Beginning Cash Balance) must be the
same as the ending cash balance reported on Line
16 of your previous statement's Summary Page. If
this is your first campaign statement, enter zero on
Line 12.
Line 16 (Ending Cash Balance) is the total of Lines
12, 13, and 14, minus Line 15.
If you are filing a termination statement, Line 16
must be zero.
Cash Equivalents:
"Cash equivalents" include investments that cannot
be readily converted to cash, as well as the balance
due on all outstanding loans the committee has
made to others (from Line 7 of Column B of the
Summary Page). Investments that can be readily
converted to cash, such as certificates of deposit or
money market funds, should be included in the cash
on hand figures on Lines 12 and 16 of the Summary
Page.
Summary for Primary and General
Elections (Lines 20 and 21):
This section is only for committees that are:
• Controlled by a candidate who is being voted on
in both the state primary and general elections
(does not apply to controlled ballot measure
committees); or
• Primarily formed to support or oppose
candidates being voted on in both the state
primary and general elections.
Complete this summary on the preelection and
semi-annual statements for the general election,
covering periods during the last six months of the
year (July 1 — December 31).
Expenditure Ceiling Summary for State
Candidates (Line 22):
Candidates for elective state office who have
accepted the voluntary expenditure ceiling for a
particular election must disclose the total amount of
expenditures made through the end of the reporting
period that are subject to the expenditure ceiling
for the election. Report the date of the election
and total amount expended for that election.
Report totals for the primary and general elections
separately. This information is no longer required if
the expenditure ceiling has been lifted. (See FPPC
Campaign Disclosure Manual 1.)
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule A Amounts may be rounded SCHEDULE A
"' V"""'U qC1°"'
Monetary Contributions Received
Statement overs period
p
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✓�
from r /
SEE INSTRUCTIONS ON REVERSE
through / r22
Page of
NAME OF FILER
S M
I.D. NUMBER
►� t
_al
FULL NAME, WREETADDRESS AND ZIP CODE OF
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
DATE
CONTRIBUTOR
CONTRIBUTOR
OCCUPATION AND EMPLOYER
RECEIVED THIS
CALENDAR YEAR
TO DATE
RECEIVED
CODE *
(IF SELF-EMPLOYED, ENTER NAME
(IF COMMITTEE,ALSO ENTER I.D. NUMBER)
OF BUSINESS)
PERIOD
(JAN.1-DEC. 31)
(IF REQUIRED)
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
SUBTOTAL $
Schedule A Summary
1. Amount received this period — itemized monetary contributions.
(Include all Schedule A subtotals.).........................................................................................................$
2. Amount received this period — unitemlzed monetary contributions of less than $100 ...........................$
3. Total monetary contributions received this period. 0
(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 PTY or SCC)
OTH — Other (e.g., business entity)
PTY — Political Party
SCC — Small Contributor Committee
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.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 rules 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 State. 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: A contribution
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 (866/275-3772)
www.fppc.ca.gov
Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.)
Monetary Contributions Received to whole dollars.
Stateme t c vers period
CALIFORNIA
460
t 2ou
from
FORM
through 20'7, Z
Page of
NAME OF FILER
I.D. NUMBER
Ci. C �
DATE
FULL NAME, S ET ADDRESS AND ZIP CODE OF
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
CONTRIBUTOR �
*
OCCUPATION AND EMPLOYER
RECEIVED THIS
CALENDAR YEAR
TO DATE
RECEIVED
CODE
(IF SELF-EMPLOYED, ENTER NAME)
(IF COMMITTEE,ALSO ENTER I.D. NUMBER)
OF BUSINESS)
PERIOD
(JAN.1-DEC. 31)
(IF REQUIRED)
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
SCC
SUBTOTAL $
'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
SCHEDULE B - PART 1
Schedule B — Part 1 to whole dollars.
Stateme it vers period
,
Loans Received
/ 'e
•
from
SEE INSTRUCTIONS ON REVERSE
through v
Page of
NAME OF FILER
I.D. NUMBER
S S ar C� CflU�C�� '2
NAME, STREETADDRESS AN IP CODE
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
ia)
OUTSTANDING
(b)
AMOUNT
c
AMOUNT PAID
OUTSTANDING
e
INTEREST
ORIGINAL
g
CUMULATIVE
OF LENDER
BALANCE
RECEIVED THIS
OR FORGIVEN
BALANCE AT
PAID THIS
AMOUNT OF
CONTRIBUTIONS
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
(IF SELF-EMPLOYED, ENTER
BEGINNINGTHISNAME
PERIOD
THIS PERIOD.
CLOPEE OF HIS
PERIOD
LOAN
TO DATE
OF BUSINESS)
PERIOD
RIOD
❑ PAID
CALENDARYEAR
RATE
❑ FORGIVEN
PER ELECTIONM
DATE DUE
DATE INCURRED
t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
❑ PAID
CALENDARYEAR
$
$
%
$
$
[_1FORGIVEN
PER ELECTION-
RATE
t ❑ IND ❑ COM ❑ OTH ❑PTY El
$
$
$
$
$
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
❑ FORGIVEN
PER ELECTION-
RATE
DATE DUE
DATE INCURRED
t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
SUBTOTALS $ $ $ $�
111MMEMI
Schedule B Summary
1. Loans received this period..........................................................................
(Total Column (b) plus unitemized loans of less than $100.)
2. Loans paid or forgiven this period...............................................................
(Total Column (c) plus loans under $100 paid or forgiven.)
(Include loans paid by a third party that are also itemized on Schedule A.)
3. Net change this period. (Subtract Line 2 from Line 1.) .............................
Enter the net here and on the Summary Page, Column A, Line 2.
*Amounts forgiven or paid by another party also must be reported on Schedule A.
*' If required.
.....................................$
..................................... $
............................ NET $
(May be a negative number)
ttmer te) on scneauie t, Line a)
tContributor 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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.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
114100" 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 Afor 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.gov (866/275-3772)
www.fppc.ca.gov
SCHEDULE B - PART 2
ticneauie is — cart z Hmounis may Lie rounuea
to whole dollars.
Std i
aeme t vets period
pet
• '• '
Loan Guarantors
��� s
FORM•
from
SEE INSTRUCTIONS ON REVERSE
through ! v0�✓�
Page of
NAME OF FILER
C &_ �� �6�
��L.' � —
NAME, STREET ADDRESS A6J ZIP CODE OF
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
AMOUNT
BALANCE
CONTRIBUTOR
*
OCCUPATIONAND EMPLOYER
LOAN
GUARANTEED
CUMULATIVE
OUTSTANDING
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE
(IF SELF-EMPLOYED, ENTER
NAME OF BUSINESS)
THIS PERIOD
TO DATE
TO DATE
LENDER
CALENDAR YEAR
❑ IND
❑ COM
5
❑ OTH
❑ PTY
DATE
PER ELECTION
(IF REQUIRED)
❑ SCC
5
LENDER
CALENDAR YEAR
❑ IND
❑ COM
5
❑ OTH
DATE
PER ELECTION
❑ PTY
(IF REQUIRED)
❑ SCC
5
CALENDAR YEAR
LENDER
❑ IND
❑ COM
5
❑ OTH
PER ELECTION
❑ PTY
DATE
(IF REQUIRED)
❑ SCC
5
LENDER
CALENDAR YEAR
❑ IND
❑ COM
$
❑ OTH
❑ PTY
DATE
PER ELECTION
(IF REQUIRED)
❑ SCC
5
Enter on
SUBTOTAL $ Summary Page,y
a}
Line 17 only.
FPPC Form 460 (Jan/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/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule C Amounts may be rounded SCHEDULE C
Nonmonetary Contributions Received `V M101W VVIRV5.
Stateem7e c vers period
0t
from 1 ( i
Mao
/
Page of
SEE INSTRUCTIONS ON REVERSE
through
NAME OF FILER
I.D. NUMBER
�/�/Jl//1
%
/ / /
{N
/
DATE
FULL NAME, STREETADDRESS AND
CONTRIBUTOR
IFAN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
DESCRIPTION OF
AMOUNT/
CUMULATIVE TO
DATE
PER ELECTION
TO DATE
RECEIVED
ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
*
CODE
(IF SELF-EMPLOYED, ENTER
GOODS OR SERVICES
FAIR MARKET
VALUE
CALENDAR YEAR
(IF REQUIRED)
NAME OF BUSINESS)
(JAN t -DEC 31)
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
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.)
................... $
1
$ -6— —
............TOTAL $
*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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
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 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. (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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule D
SCHEDULE D
,ummary or txpenanures Amounts may ne rounaea
Statem t c vers period
Supporting/Opposing Other to whole dollars.
Mlq • '
Candidates, Measures and Committees
from2/
SEE INSTRUCTIONS ON REVERSE
through
Page of
NAME OF FILLEEj(R�
NUMBER
��) ✓% %�
CAL c([ 2 L/l.0
[D.
NAME OF CAND ATE, OFFICE, AND DISTRICT, OR
DESCRIPTION
AMOUNT THIS
CUMULATIVE TO DATE
PER ELECTION
DATE
MEASURE NUMBER OR LETTER AND JURISDICTION,
TYPE OF PAYMENT
CALENDAR YEAR
TO DATE
OR COMMITTEE
(IF REQUIRED)
PERIOD
(JAN. 1 -DEC. 31)
(IF REQUIRED)
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ 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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.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 state 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 14,200 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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule D
�<ron-Li luid-Ewn anuut) Amounts may oe rounaea
SCHEDULED CONT.)
to whole dollars.
Summary of Expenditures
Statem nt c vers period
P
. - 460
Supporting/Opposing Other
/
from O-L
FORM
Candidates, Measures and Committees
9
through "" 2�
Page of
NAME OF FILER
f)�e)c�(b & G- '; 2�zb
I.D. NUMBER
NAME OF CA IDATE, OFFICE, AND DISTRICT, OR
DESCRIPTION
AMOUNT THIS
CUMULATIVE TO DATE
PER ELECTION
DATE
MEASURE NUMBER OR LETTER AND JURISDICTION,
TYPE OF PAYMENT
(IF REQUIRED)
PERIOD
CALENDAR YEAR
TO DATE
OR COMMITTEE
(JAN. 1 -DEC. 31)
(IF REQUIRED)
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
❑ Support ❑ Oppose
Expenditure
SUBTOTAL $
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Amounts may be rounded SCHEDULE E
Schedule E State m nt overs period
Payments Made from r7/ G1 _
to whole dollars. � � '
•
SEE INSTRUCTIONS ON REVERSE through `�ZZ Page of
NAME OF FILER I.D. NUMBER
R,6 0o��a 12�2d �
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
RAID
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' 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
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)
* Payments that are contributions or independent expenditures must also be summarized 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.).........
............................... $ -0--1
............................... $
............................... $
.................. TOTAL $
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.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: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
SCHEDULE E (CONY.)
Amounts may be rounded
Statement
nt overpriodCALIFORNIA
(Continuation Sheet)
to whole dollars.
460
Payments Made
from
' RM
through
SEE INSTRUCTIONS ON REVERSE
Page of
NAME OF FILER _
S ,,,- Gw1
I.D. NUMBER
C/[/'3333 ��
one of the following codW accurately describes
the
payment, you may enter the code.
Otherwise, describe the payment.
CMP campaign paraphernalia/misc.
MBR
member communications
RAID 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' 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
FIND 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)
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $
rPPC Form 4 00 (Jan 2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Schedule E (Continued)
Payments Made
Codes:
CMP: Campaign paraphernalia/misc. 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.
FND: 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.
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 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.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule F
Accrued Expenses (Unpaid Bills)
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER A
CODES: If one of the
Amounts may be rounded
to whole dollars.
D It),
SCHEDULEF
State e t covers nod •
RNIA
from ` � •
atRM
through S"' I
Page of
codes accurately describes the payment, you may enter the code. Otherwise,
CMP
campaign paraphernalia/misc.
MBR
member communications
CNS
campaign consultants
MTG
meetings and appearances
CTB
contribution (explain nonmonetary)*
OFC
office expenses
CVC
civic donations
PET
petition circulating
FIL
candidate filing/ballot fees
PHO
phone banks
FND
fundraising events
POL
polling and survey research
IND
independent expenditure supporting/opposing others (explain)*
POS
postage, delivery and messenger services
LEG
legal defense
PRO
professional services (legal, accounting)
LIT
campaign literature and mailings
PRT
print ads
RAID
RFD
SAL
TEL
TRC
TRS
TSF
VOT
WEB
I.D. NUMBER
describe the payment.
radio airtime and production costs
returned contributions
campaign workers' salaries
t.v. or cable airtime and production costs
candidate travel, lodging, and meals
staff/spouse travel, lodging, and meals
transfer between committees of the same candidate/sponsor
voter registration
information technology costs (Internet, e-mail)
NAME AND ADDRESS OF CREDITOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT
(a)
OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
(b)
AMOUNT INCURRED
THIS PERIOD
(c)
AMOUNT PAID
THIS PERIOD
(ALSO REPORT ON E)
(d)
OUTSTANDING
BALANCE AT CLOSE
OF THIS PERIOD
* Payments that are contributions or independent expenditures must also be SUBTOTALS t / $ �f $ $
summarized on Schedule D.
Schedule F Summary
Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for
accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ............................................INCURRED TOTALS $
2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on�
accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under$100.).................................. PAID TOTALS $
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
onthe Summary Page, Column A, Line 9.)................................................................................................................................................................................... NET $
May be a negative number
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
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 (866/275-3772)
www.fppc.ca.gov
Schedule F Amounts may be rounded SCHEDULE F (CONT.)
to whole dollars. Statem t overs period7!7
(Continuation Sheet) 7 1 � ' 5�5vws ov- wa (�_o
Accrued Expenses (Unpaid Bills) fromthroughNAME OF FILER
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
RAID
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' 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
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)
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
NAME AND ADDRESS OF CREDITOR
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT
(a)
OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
(b)
AMOUNT INCURRED
THIS PERIOD
(C)
AMOUNT PAID
THIS PERIOD
(ALSO REPORT ON E)
(d)
OUTSTANDING
BALANCE AT CLOSE
OF THIS PERIOD
SUBTOTALS $ $ �' $ -tq' $
FPPC Form 460 (1an/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule G SCHEDULE G
Payments Made by an Agent or Independent Amounts may be rounded Stateme covers period _ ,ir
Contractor (on Behalf of This Committee) to whole dollars. from -71 ed . - •
through I 1 LzOzz page of
SEE INSTRUCTIONS ONNAME OF FILER I,Dj NUMBER
, REVERSE f� Cb q
NAME OF AGENT OR INDEPENDENT CDIATRACTOR
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
RAID
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' 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
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)
* Payments that are contributions or independent expenditures must also
be summarized on Schedule D.
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
independent contractor as reported on Schedule E. FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
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
nonmonetary contribution on Schedule C.
Refer to the FPPC Campaign Disclosure
Manual for your type of committee for additional
instructions.
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
SCHEDULE H
Schedule H Amounts may be rounded
Statem nt lovers period
-
to whole dollars.
Loans Made to Others*
from '"7 1 - '21
i 0
I • '
• -
n
SEE INSTRUCTIONS ON REVERSE
through `^'
Page of
NAME OF FILER
I.D. NUMBER
LIMl 2o �v
FULL NAME, STREET ADDRESS AN ZIP CODE
IFAN INDIVIDUAL, ENTER
ION AND EM
OCCUPATPLOYER
a
OUTSTANDING
AMOUNT
c
REPAYMENT OR
OUTSTANDING
a
ORIGINAL
g
CUMULATIVE
OF RECIPIENT
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
(IF SELF-EMPLOYED, ENTER
BALANCE
BEGINNINGTHIS
LOANED THIS
FORGIVENESS
BALANCE AT
CLOSEOFTHIS
INTEREST
RECEIVED
AMOUNT OF
LOANS
NAME OF BUSINESS)
PERIOD
THIS PERIOD'
LOAN
TO DATE
❑ PAID
CALENDAR YEAR
RATE
❑ FORGIVEN
PER ELECTION
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
RATE
❑ FORGIVEN
PER ELECTION -
$
$
$
$
$
DATE DUE
DATE INCURRED
"Loans that are contributions to another candidate or committee must
also be summarized on Schedule D. Loans forgiven must also be
reported on Schedule E. SUBTOTALS
$
$
$
$
(Enter (a) on
Schedule I, Line 3)
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 $100.)
3. Net change this period. (Subtract Line 2 from Line 1.).....................................................................
(Enter the net here and on the Summary Page, Column A, Line 7.)
..........................$
................. NET $
If Required
(May be a negative number)
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.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
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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
%-hpriiiia I
SCHFDULFI
Miscellaneous Increases to Cash to whole dollars.
SEE INSTRUCTIONS ON REVERSE
State nt hovers; period
from r]l (f
tt
through
_ ,
_ . 1
Page of
NAME OF FILER
516 L�" &,- (I W, L* 2(X2
I.D. NUMBER
�(
DATE
RECEIVED
F L NAME AND ADDRESS OF SOURCE
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
DESCRIPTION OF RECEIPT
AMOUNT OF
INCREASE TO CASH
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ G/
1. Itemized increases to cash this period...........................................................................................................
2. Unitemized increases to cash of under $100 this period................................................................................
3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) ......................
4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the
SummaryPage, Line 14.).............................................................................................................................
................$ u
................$
TOTAL $ r FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
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: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov