HomeMy WebLinkAboutBTC SEMIANN02(2)Recipient Committee
Campaign Statement
Cover Page
(Governmen~ Cr)de Sections 84200 842165)
SEEINSTRUCTIONS ON REVERSE
Type or print in ink.
Date Stamp
Statement covers period
Date of election if applicable;
/Mon. , Day, Year0 -3 Pt'I I:
BAKERS I£L9 CI'IY CI. ERK
COVER PAGE
Page[ of [''~
For Official Use Only
1. Type of Recipient Committee: All Committees - Complete Paris 1, 2, 3, and 4.
[] Officeholder, Candidate Controlled Commitlee O State Candidate Election Commiltee
O Recall
[] General Purpose Committee ~ Sponsored
O Small Contributor Committee
O Political Pady/Central Committee
[] Ballot Measure Committee O Primarily Formed
O Controlled
O Sponsored
[] Primarily Formed Candidate/
Officeholder Committee
2. Type of Statement:
[] Preelection Statement
[] Semi-annual Statement
bi Termination Statement
[] Amendment (Explain below)
[] Quarterly Statement
[] Special Odd-Year Report
[] Supplemental Preelection
Statement - Attach Form 495
3. Committeelnformation I D~(;I
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Treasurer(s)
N E OF TREASURER
MAILING/~'ECS
__ ,-- --
MAILING ADDRESS {IF DIFFERENT) NO. AND STREET OR P.O. BOX MAltING ADDRESS
CITY STATE ZIP CODE AREA CODE/PHONE C~TY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: PAX / E-MAIL ADDRESS OPTIONAL: FAX / E-
edg herein and iR the attached schedules is true and complete. I
certify under penalty of I~erjun~ under the laws ot the State of California that the foregoinQ is true and correct.
/ S~nalure of Treasurer or Ass{stan, Treasurer
Executed on By
Executed on By
Executed on By
FPPC Toll-Free Helpllne: 8661ASK-FPPC
Campaign Disclosure Statement
Summary Page
Type or print in ink
to who~e dollars.
:,El: INSTFUCTIQnS OI! ~EVERSE
Contributions Received
Column A Column B
3 SUBTOTAL CASH CONTRIBUTIONS ............... AddLinesl*2
5 TOTAL. CONTRIBUTIONS RECEIVED Add Lines 3 , 4
Statement covers period
,rom [0 a2Q:OD_
Expenditures Made
8 SUBTOTAL CASH PAYMENTS Add Lines 5 * 7
9 Accrued Expenses (Unpaid Bills) Schedule E liq,~ 3
10. Nonmonetary Adiustment ................................. Schedule C, Line $
1 1 TOTAL EXPENDITURES MADE ........................... Ad~ Lines a ~ ~ * m
Current Cash Statement
12. Beginning Cash Balance ....................... Previous Summary Page, Line ~ $
13. Cash Receipts ................................................... Column A, Line 3 above
14. Miscellaneous Increases to Cash ........................... Schedule I, Line 4
1 5. Cash Payments .................................................. Column A, Line 8 above
16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, Ihen subtract Line ~5
if this is a termination statement, Line 16 must be zero
17. LOAN GUARANTEES RECEIVED ........................... Schedule e, Part 2
Cash Equivalents and Outstanding Debts
~ 8. Cash Equivalents ........................................ See mslructions on reverse
19. Outstanding Debts ....................... Add Line 2 + Line 9 in Column B above
$ 0,¢
$ O,0- -0-
To calculate Column B, add
amounts in Column A to the
corresponding amounts
from Column B of your last
repod Some amounts in
Column A may be negative
figures that should be
subtracted from previous
period amounts. If this is
the first report being tiled
for this calendar year, only
carry over the amounts
from Lines 2, 7, and 9 (if
any).
SUMMARY PAGE
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1 lhrough 6/30 7/1 to Dale
20. Contributions 0
Received $
21 ExpenditureSMade $ 0 ·
Expenditure Limit Summary for State
Candidates
22, Cumulative Expenditures Made*
Date of ELection Total to Date
(mm/dd/yy)
~___/___ $
__J __/__ $
/__/.__ $
__/ _J $-
__/ ./__ $
__/_ / $
'Since January 1, 2001. Amounts in this section may be
different from amounts reported in Column B.
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Type or print in ink. SCHEDULE A
~cneaule ~ Amo~J'nts m~y be rounded Statement covers period
Vlonetary Contributions Received to whole dollars.~4 I
, om m
SEE INSTRUCTIONS ON REVERSE
~ IF AN ~NDIV~DUAL, ENTER AMOUNT CUMULATIVETODATE
PER ELECTION
CATE FULL NAME, STREET ADDRESS AND ZiP CODE OF CONTRIBUTOR CONTRIBUfOR OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO CATE
RECEIVED ¢¢ COMMI~EE ALSO ENTER ~ D NUMBER) COD E * (iF SELF EMPLOYED, ENTER NAME PERIOD (JAN; - DEC. 3 ~) (IF REQUIRED)
~IND
~o~
~ PTY
~scc
~IND
~ co~
~OTH
~ PTY
~scc
~N~
~ CoM
~OTH
~ PTY
~scc
~IND
~co~
~OTH
~ PTY
~scc
~IND
~COM
~OTH
~ PTY
~scc
Schedule A Summary
1. Amount received this period - contributions of $100 or more.
(IRclude all Schedule A subtotals.) ........................................................................................................ $
2. Amount received this period - uniternized contributions of less than $100 ............................................. $
3. Total monetary contributions received this period,
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1 .) ....................... TOTAL $
*Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpiine: 866/ASK~FPPC
Schedule B - Part 1
Loans Received
Type or print in ink.
Amounts may be rounded
to whole dollars.
SEEINSTRUCTIONS ON REVERSE
hAME OF FILER
it Jrt NAME STREET ADDRESS AND ZIP CODE
OF LENDER
tell [ND L~ COM [] OTH [] PT¥ [~ SCC
IF AN INDIVIDUAL, ENTER
OCC~JPATION AND EMPt OYER
lit SELF EMPLOYED ENrE~I
OIITSTANDING
BALANCE
BEGINNING THIS
PERIOD
AMOk~NT
RECEIVED THIS
PERIOD
l[] ~ND [] (;OM
[~ O}H E] PTY [] SCC
(c)
AMOtJNT PAID
OR FORGIVEN
TI41S PERIOD
$
Statement covers period
from
OUTSTANDING
RA[ ANCE AT
CLOSE OF THIS
(e)
INTEREST
PAID THIS
PERIOD
$
C)ATE INCURRED
o
$
%
RATE
$
t[~ IND [] COM [] OTH [] PTY [] SCC DATEDUE DATEINCURREB
SUBTOTALS $
(Enler (e) on
Schedule B Summary ScheduleE, Line31
1. Loans received this period .................................................................................................................... $
(Total Column (b) plus unitemized loans less than $100.)
SCHEDULE B - PART 1
I.O NUMBER
p) (g)
ORIGINAL CUMULATIVE
AMOUNT OF CONTRIBUTIONS
LOAN TO DATE
CALENDAR yEAR
$
PER EL ECTION**
$
CALENDAR YEAR
PER ELECTION **
$
CA[ ENDAR YEAR
$
PER ELECTION **
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.) ............................................................... NET $
Enter the net here and on the Summary Page, Column A, Line 2.
"Amounts forgiven or paid by/
another party also must be ~
repoded on Schedule A. /
/
** If required. J
it Contributor Codes
IND - Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY - Political Party SCC Small Contributor Commiile~
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULEB-PART2
Schedule B - Part 2 Typeorprint in ink.
Amounts may be rounded Statement covers period ~ ~'~lr~~"~'ll
LoanGuarantorsto whole dollars, from [ ('~ -O~--0~'~}- ~ I ~i~ ~i~
NAME OF FILER ID. NUMBER /
ZIP CODE OF GUARANTOR GONTR~BDTOR OGCUPATtON AND EMPLOYER LOAN GUARANTEED OUMU~TIVE OUTSTANDING
, ENDER CALENDAR YEAR
~IND
DOTH DATE P ER ELECTION
UF REQUIRED)
~ PTY
~scc ~
CALENOAR YEAR
~IND L~NOER
~COM s
~ PTY
~scc s
~IND LENDER
~COM s
PER ELECTION
~ OTH DATE
~ PTY
~scc ~
~IND LENDER
~ OTH DATE {IF REOUIRED)
~ PTY
~scc ~
SUBTOTAL $ Summan/Page,
Lme 17 o~ly
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule C
rlonmonetary Contributions Received
SEE INSTRU .CTIONS ON REV~EF~SE
DATE
RECEWED
Type or print in ink,
FULL NAME, STREET ADDRESS AND
ZIP CODE OF CONTRIBUTOR
CON] RIBUTOR
(;ODE
DIND
[]COM
[3OTH
E~PTY
~scc
~IND
OCOM
[~]OTH
E]PTY
[]scc
[]IND
[]coM
[]OTH
[] PTY
[]scc
to whole dollars.
Statement covers period
,,oma- : -0cZ
SCHEDULE C
AMOUNT/
FAIR MARKET
VALUE
PER ELECTION
TO DATE
(IF REQUIRED)
IFANINDIVIDUAL EN]ER
DESCRIPTION OF
OCCUPATION AND EMPLOYER
GOODS OR SERVICES
CUMULATIVE TO
DATE
CALENDAR YEAR
(,lAN 1 DEC 31)
[]IND
[]corn
[]OTH
[] PTY
Oscc
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL
Schedule C Summary
1. Amount received this period - nonmonetary contributions of $100 or more,
(include all Schedule C subtotals.) ..................................................................................................................... $
2. Amount received this period - unitemized nonmonetary contributions o! less than $100 .................................... $
3. Total nonmonetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10) ...................... TOTAL $
*Conlributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other
SCC - Small Contributor Commitlee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule D
Summary of Expenditures
Supporting/Opposing Other
Candidates, Measures and Committees
SEEINSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole doilars.
Statement covers period
SCHEDULE D
NAME O~_~.~
DATE
NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR
MEASURE NUMBER OR LE~TER AND JURISDICTION,
OR COMMI~EEE
[] Suppod [] Oppose
[] SuppoA [] Oppose
[] Suppo~ [] Oppose
TYPE OF PAYMENT
[] Monetary
Contributicm
[] Nonmonetary
Contribution
[] Independent
Expenditure
[] Monetary
Contribution
[] Nonmonetary
Contribution
[] independent
Expenditure
[] Monetary
Contribution
[] Nonmonetary
Contribution
[] Independent
Expenditure
DESCRIPTION
(IF REQUIRED)
SUBTOTAL $
AMOUNT THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN 3-DEC. 311
PER ELECT~ON
TO DATE
(IF REQUIRED)
Schedule D Summary
1. Contributions and independent expenditures made this period of $100 or more. (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 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
CODES: If one of the following codes accurately describes
campaign paraphernalia/misc
Fh~D fundraising events
I~JD independent expenditure suppoding/opposing others (explain)'
LEG legal defense
LiT campaign literature and mailings
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
through ~.,~_-- q~-- ~ ~
Page
IDNUMBER
SCHEDULEE
the payment, you may enter the code. Otherwise, describe the payment.
MBR member communications
M'TG meelings and appearances
OFC olfice expenses
PET petition circulating
PHO phone banks
POL pol~ing and survey research
POS postage, delivew and messenger services
pRO professional services (legal, accounting)
~ print ads
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t v or cable aidime and production costs
TRC candidate travel, lodging, and meals
TRS staff/spouse travel, lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VeT voter registration
WEB information technology costs (intemet, e-mail)
NAME AND ADDRESS OF PAYEE
(iF COMMi'FTEE Al SO ENTER i n NLJMBER) CODE OR DESCRIP'rlON OF PAYMENT AMOUNT PAID
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS
Schedule E Summary
1. Payments made this period of $100 or more. (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, Pad 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 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule F
Accrued Expenses (Unpaid Bills)
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
SCHEDULE F
Statement c°vers "eri°d
from
through
NAME OF FILER
CODES: if one of the following codes accurately describes the
QVP campaign paraphernalia/misc. MBR
CNS campaign consultants
CTB contribution (explain nonmonetary}'
CVC civic donalions
RL candidate filing/ballot fees
F'ND fundraising events
IND independent expenditure supporting/opposing others (explain)'
LEG regal defense
LIT campaign literature and mailings
IDNUMBER
payment, you may enter the code. Otherwise, describe the payment.
MTG meetings and appearances
DFC office expenses
PET petition circulating
phone banks
POi polling and survey research
POS postage, delivery and messenger services
PRO professional services (legal, accounting)
PRT print ads
RAD radio airtime and production costs
RFO returned contributions
SAL campaign workers' salaries
TEL tv or cable aidime and production costs
TRC candidate travel, lodging, and meals
TRS staff/spouse travel, lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VDT voter registration
WEB information technology costs (intemet, e-mail)
(a) (b) (c) (d)
NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING
I~F COMM,%CEE, ALSO ENTER i D NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE
OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD
* Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ $ $
summarized on Schedule D.
Schedule F Summary
1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for
accrued expenses of $100 or more, plus total 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
on the Summary Page, Column A, Line 9.) ................................................................................................................................................ NET $
May be a negalive number
FPPC Form 460 (Junel01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule G
Payments Made by an Agent or Independent
Contractor (on Behalf of This Committee)
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
SCHEDULE G
through !~"~\-~ ~ Page I/ of
HAME OF FILER
CODES:
If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
MBR member communications
MTG meetings and appearances
OFC office expenses
PET petition circulating
phone banks
POL polling and survey research
POS postage, delivery and messenger services
PRO professional services (legal, accounting)
PRT print ads
C~,~ campaign paraphernalia/misc.
CNS campaign consultants
CTB contribution (explain nonmonetary}'
CVC civic donations
FIL caudidate filing/ballot lees
F-ND fundraising events
IND independent expenditure suppoding/opposing others (explain)*
LEG legal defense
LIT campa~§n literature and mailings
* Payments that are contributions or independent expenditures must also be summarized on Schedule D,
RAD radio aidime add production costs
RFD returned contributions
SAL campaign workers' salaries
TEL t.v or cable aidime and production costs
TRC candidate travel, lodging, and meals
TRS slaff/spouse travel lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VOT voter registration
WEB information technology costs (interneb e-mail)
NAME AND ADDRESS OF PAYEE OR CREDITOR CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
Attach additional information on appropriately labeled continuation sheets. TOTAL* $
* Do not transfer to any other schedute or to the Summa,O/Page. This total may not equal the amount paid to the agent or
FPPC Form 460 (June/01)
independent contractor as reported on Schedule E, FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule H
Loans Made to Others*
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
SCHEDULEH
Page ~k~_
NUMBER
NAME OF FILER
FULL NAME, STREET ADDRESS AND ZIP CODE
OF RECIPIENT
(IF COMMITTEE ALSO ENTER iD NUMBER)
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(iF SELF EMPLOYED, ENTER
OUTSTANDING
BALANCE
BEGINNING THIS
PERIOD
(bi
AMOUNT
LOANED THIS
PERIOD
(c)
REPAYMENT OR
FORGIVENESS
THIS PERIOD*
FORGIVEN
OUTST~.d~DING
BALANCE AT
CLOSE OF TBIS
PERIOD
DATE DUE
(el
INTEREST
RECEIVED
%
$
DATE DUE
*Loans that are contributions to another candidate or committee
must also be summarized on Schedule O. Loans forgiven must SUBTOTALS $ $
also be reported on Schedule E.
(Enter (e) on
Schedule I, Line
ORIGINAL CUMULATIVE
AMOUNT OF LOANS
LOAN TO DATE
;ALENDAR YEAR
$
PER ELECTION**
DATE INCURRED
CALENDAR YEAR
$ $ PER E~LECTION **
DATE INCURRED
Schedule H Summary
1. Loans made this period .................................................................................................................................................. $
(Total Column (b) plus unitemized loans less than $100.)
2. Payments received on loans ........................................................................................................................................... $
(Total Column (c) plus unitemized payments less than $100.)
3. Net change this period. (Subtract Line 2 from Line 1 .) ........................................................................................NET $
(Enter the net here and on the Summary Page, Column A, Line 7.)
**If Required
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule I
Miscellaneous Increases to Cash
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
tror.
through
SCHEDULEI
NAME OF FILER
DATE FULL NAME AND ADDRESS OF SOURCE DESCRIPTION OF RECEIPT
RECEIVED [~F COMMITTEE ALSO ENTER I D NUMBERI
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
NUMBER
AMOUNT OF
INCREASE TO CASH
Schedule I Summary
1. increases to cash of $100 or more this period ........................................................................................................... $
2. Unitemized increases to cash 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
Summary Page, Line 14.) ........................................................................................................................... TOTAL $
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC