HomeMy WebLinkAboutFREEMAN 460 SEMIANNI (2)Recipient Committee
COVER PAGE
Date Stamp
Campaign Statement
•
Cover Page
Statement covers period
Date of election if applicable:
Page of
For Official Use Only
(Month, Day, Year)
J A N 10 2024
from
SEE INSTRUCTIONS ON REVERSE
through 1 3 ze2.3
' , Z
_Y CiLEI-WS VI-F-iC
1. Typeo Recipient Committee: All Committees - complete Parts 1, 2, 3, and 4.
2. Type of Statement:
Qfficeholder, Candidate Controlled Committee
❑ Primarily Formed Ballot Measure
❑ P ction Statement ❑ Quarterly Statement
?
V State Candidate Election Committee
Committee
0
I Semi-annual Statement ❑ Special Odd -Year Report
❑ Statement
0 Recall
Controlled
Termination
(Also Complete Part5)
0 Sponsored
(Also file a Form 410 Termination)
(Also Complete Part6)
❑ Amendment (Explain below)
❑ General Purpose Committee
El
QSponsored
Primarily Formed Candidate/
V Small Contributor Committee
Officeholder Committee
0 Political Party/Central Committee
(Also Complete Part7)
3. Committee Information
I.D. NUMBER
Treasurer(s)
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
NAME OF TREASURER
MAILING ADDRESS
4
STREET ADDRESS (NO P.O. BOX)
STATE ZIP CODE AREACODE/PHONE
OPTIONAL: FAX/E-MAILADDRESS
CITY STATE ZIP CODE AREACODE/PHONE
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX/E-MAILADDRESS
Verification
I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete
certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Executed on � /202 Y By
Q / Date r of Treasurer or Assistant Treasurer
Executed on �/i� bZ 2/ By ���_
T / Date f Signature of Controlling UffiCeholler, Candidate, State Measure Proponent or Responsible Officer o Sponsor
Executed on
Date
Executed on Date
By
Signature of Controlling Officeholder, Candidate, State Measure Proponent
By
Signature of Controlling Officeholder, Candidate, State 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
NAMES OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
C.,-ru 80kkceV-r6r7i e-U I CA q33% k
RES I DENTIALAUSINESS ADDRESS (NO. AND STREET) CIFY 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 STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/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 AREACODE/PHONE
COVER PAGE - PART 2
Page of
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER JURISDICTION
❑ 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.
A candidate who is required to file campaign
statements in connection with more than one
elective office but is only receiving contributions
and making expenditures for one of the offices,
may include both offices on one Form 460. In Part
5 of the cover page, enter the candidate's name
and under "Office Sought or Held," identify each
office, and state whether the candidate is seeking
or holding the office. The Form 460 must be 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 Amounts may be rounded
to whole dollars.
Summary Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Statement covers period
from
through
Column A Column B
Contributions Received TOTAL THIS PERIOD CALENDARYEAR
(FROM ATTACHED SCHEDULES) TOTAL TO DATE
1. Monetary Contributions................................................... Schedule A, Line 3 $ \ L $
2. Loans Received................................................................ schedule B, Line 3
3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $
4. Nonmonetary Contributions ............................................ schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED...............................Add Lines 3+4 $ en
Expenditures Made
6. Payments Made................................................................
schedule e, Line 4 $
7. Loans Made.......................................................................
schedule H, Line 3
8. SUBTOTAL CASH PAYMENTS .......................................
Add Lines 6+7 $
9. Accrued Expenses (Unpaid Bills) ..........................................
schedule F Line 3
10. Non monetary Adjustment.........................................................
schedule C, Line 3
11. TOTAL EXPENDITURES MADE....................................Add
Lines 8+9+10 $
Current Cash Statement
12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ ! L
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 2 • l�.s�
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).
SUMMARY PAGE
--ALIFORNIA .-
•
Page of
I.D. NUMBER
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1 through 6/30 7/1 to Date
20. Contributions
Received $ $
21. Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(if Subject to Voluntary Expenditure Limit)
Date of Election Total to Date
(mm/dd/yy)
*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 may be 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 E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Amounts may be rounded
to whole dollars.
Statement covers period
from
through
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
SCHEDULE E
Page of
I.D. NUMBER
CMP
campaign paraphernalia/mist.
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)
NAME AND ADDRESS OF PAYEE
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
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" Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ Z.C=:) 1�7 C
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $
2. Unitemized payments made this period of under$100.......................................................................................................................................... $
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $
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