HomeMy WebLinkAboutCOPE SEMIANN02(2)Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200-84216.5)
SEEINSTRUCTIONS ON REVERSE
Type or print in ink,
Statement covers period
,rom r/_ I-o
through
Date of election if a
(Month, Day, Year)
Date Stamp
03FEB-3 PM I:
BAKERSFIELD Cli 'f
covEF~ PAGE
For Official Use Only
ERK
1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4.
[] Officeholder, Candidate Controlled Committee
O State Candidate Election Committee
O Recall
(Also Como/ere Part 5)
General Purpose Committee
(~ Sponsored
O Small Contributor Committee
O Political Party/Central Committee
[] Ballot Measure Committee O Primarily Formed
O Controlled
O Sponsored
[ALSO Complete Part E)
[] PrimadlyFormedCandidate/
Officeholder Committee
(Also Cemp~te Part 7)
2. Type of Statement: [] Preelection Statement
[~ Semi-annual Statement
[] Termination Statement
[] Amendment (Explain below)
[] Quaderly Statement
[] Special Odd-Year Report
[] Supplemental Preelection
Statement - Attach Form 495
3. Committee Information
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Treasurer(s}
N E OF TREASURER
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS (IFDIFFERENT) NO. AND STREET OR PO BOX MAILING ADDRESS
C~TY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS
4. 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 I
certify under penalty of perjury under the laws of the State of California that the toregoing is true and correct
U' D~ ] - Signature of Treasurer or Assistant Trea surer
Executed on
Date SJ~atu[~ of Controlkng Officeholder, Candidale Stale Measure Proponenl or Responsibie OflicRr ol Sponsor
Executed on By
Signalure of Controlling Officeholder, Candidate Slale Measure Proponenl
Executed on By
Dale
FPPC Form 460 {June~01}
FPPC Toll-Free Helpllne: 866/ASK-FPPC
State of California
Recipient Committee
Campaign Statement
Cover Page -- Part 2
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
Type or print in ink.
COVER PAGE- PART 2
6, Ballot Measure Committee
Page ~,~ of L~
NAME OF BALLOT MEASURE
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP
Related Committees Not Included in this Statement: List any cornmittees
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,
COMMITfEENAME I D NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
[] YES [] ['40
COMMITTEE ADDRESS STREET ADDRESS (NO PO. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
COMMITTEE NAME I I D~UMBER
CONTROLLED COMMIFfEE?
YES ~] NO
NAME OF TREASURER
COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY STAll-2 ZIP CODE AREA CODE/PHONE
BALLOT NO OR LETTER JURISDICTION
[~SUPPORT
E]OPPOSE
Identify the controlling officeholder, candidate, or state measure proponent, if any.
NAME OF OFFfCEHOLDER. CANDIDATE. OR PROPONENT
7. Primarily Formed Committee List names of officeholder(s) or candidate(s) fc)r
which this committee is primarily formed,
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOLJGltT OR HELD
E] OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGllr OR HELD
NAME OF OFFICEHOLDER OR CANDIDATE
Attach continuation sheets if necessary
Campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars,
Statement covers period
SUMMARY PAGE
Contributions Received
1. Monetary Contributions ........................................... Schedule A, One 3
2. Loans Received ...................................................... Schedule B, Line 7
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines ~ + 2
4. Nonmonetary Contributions ....................................Schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED ........................... AddLines3*4
Column A
rOI
0.00
lOI.
0 O0
lOI.r/ o
Expenditures Made
6. Payments Made ....................................................... Schedule E, Line 4
7. Loans Made ............................................................. Schedule H, Line 7
8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7
9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 3
10. Nonmonetary Adjustment .......................................... Schedule C, Line 3
11. TOTAL EXPENDITURES MADE ................................ Add Lines S + S * 10
, 0.00
0.00
D. oo
0.00
Current Cash Statement
12. Beginning Cash Balance ....................... PreviousSumma,TPage. Line,6 $ I,~..~r'~l, q~
13. Cash Receipts ................................................... Column A. Une3above '1 0 I, rio
14. Miscellaneous Increases to Cash ........................... Schedule t, Line 4 O . 0 0
15. Cash Payments .................................................. ColumnA, LineSabove O' O0
16. ENDINGOASHBALANCE .......... AddLines,2+,,+ 14. then subtract Line l, $ k b q.3.~)~
It this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2
O. O0
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ........................................ See instructions on reverse
19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column e above
O, O0
Column B
O ,00
O.O0
0,00_
To calculate Column 9. add
amounts ip 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 flied
for this calendar year. only
carry over the amounts
from Lines 2.7. and 9 (if
any)
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
20. Contributions
Received
21. Expenditures
Made
1/1 through 6~30 7/1 to Date
$ $
$ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(il Subject to Voluntary ExlNandilure Limit)
Date of Election Total to Date
(mm/dd/yy)
/ / $
__/ / $
/ /
__/_ / $
__/ / $
__1 / $
*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
Schedule A Type or print in ink. SCHEDULE A
to w,o,. do,ars. ,roan .~g'- 0_.~ ~ i ~l~l~l~
O1ND
COM
~OTH
PTY
~scc
~COM
~OTH
sec
OIND
~cou
QO~H
~PTY
~soc
COM
OTH
PTY
~scc
OlND
COM
~OT,
PTY
~scc
SUBTOTALS
Schedule A Summary
1. Amount received this period - contributions of $100 or more.
(Include all Schedule A subtotals.) ........................................................................................................ $
2. Amount received this period - unitemized contributions of less than $100 ............................................. $ L ~,,/[. ',,/~::2
3. Total monetary contributions received this period.
1'7/
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) .................... TOTAL $ /C// /~_~
*Contributor Codes
COM Recipient Committee
(other than PTY or SCC)
OTH - Other
PTY Political Party
FPPC Form 460 {Junn/01)
FPPC FolI-Fr¢e Helpline: 8B{;/ASK-FPPC
Schedule B - Part 1
Loans Received
SEEiNSTRUCTIONS ON REVERSE
NAME OF FILER
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF COMMITTEE, ALSO ENTER iD NUMBER)
l'r~
[] COM [] OTH [] PT"/ [] SCC
t[] IND [] COM [] OTH [] PTY [] SCC
tel IN• [] COM [] OTH [] PTY [] SCC
Type or print in ink.
Amounts may be rounded
to whole dollars.
OUTSTANDING AMOUNT
BALANCE RECEIVED THE
BEGINNING THR
PERIOD PERIOD
$
$
to)
AMOUNT PAID
OR FORGIVEN
THIS PERIOD *
Statement covers period
from 7-1-0~).,
through IQ -~,~\--0~
[] PAID
$
•FORGIVEN
$
[]PAID
$
$
[]PAID
$
[]FORGIVEN
(d)
OUTSTANDING
BALANCE AT
CLOSE OF THIS
PERIOD
$
DATE DUE
DATEDUE
DATEDUE
SUBTOTALS $ $ $ $
INTEREST
PAID THIS
PERIOD
SCHEDULE B - PART
Page ~ of ~'_'~
I.D. NUMBER
(f) (g)
ORIGINAL CUMULATIVE
AMOUNT OF CONTRIBUTIE)MS
LOAN TO DATE
$
$
$
$
Schedule B Summary
1. Loans received this period .................................................................................................................... $
(Total Column (b) plus unitemized loans 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.) ............................................................... NET $
Enter the net here and on the Summary Page, Column A, Line 2.
' Contributor Codes ~
IND-individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY - Politica~ Party SCC - Small Contributor Commitlee
(Enter (e) on
Schedule E Une 3)
'Amounts forgiven or paid bi
*' If required.
FPPC Form 460 (June/01j
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule B - SCHEDULE B- PA~T 2
'EE,.STRUCTIONSO. REVERSE '".DUg" l&-&/-~ ".ge ~ O' /.3
~AME OF FILER
ID. NUMBER
FULL NAME, STREET ADDRESS AND IF AN INDIVIDUAL, ENTER AMOUNt BALANCE
NAME OF BUSINESS~ THIS PERIO0 TO DATE
~IND LENDER CALENDAR YEAR
~COM s
/ ~ OTH DATE PER ELECTION
~ PTY (IF REQUIRED)
~ scc
CALENDAR YEAR
~IND LENDER
~COM
OTH
~ PTY
~scc
~IND LENDER
~COM
~ ~ OTH pE~ ~LEC~rON
~qF REOUtRED)
~ PTY DAT[
~scc
~IND LENDER
~ DATE (l~ REQUIRED)
Q PTY
~scc
SUBTOTAL $ Summa~ Page, *
Line 17 o~¥
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule C
Nonmonetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND
ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I D NUMBER)
CONTRIBUTOR
CODE *
[]IND
[]COM
[]OTH
E~PTY
[~scc
[]IND
E~COM
L~OTH
[] PTY
Ejscc
Attach additional information on appropriately labeled
from 7-FOK
,brough
IF AN INDIVIDUAL ENTER
OCCUPATION AND EMPLOYER
(IF SELF EMPLOYED. ENTER
DESCRIPTION OF
GOODS OR SERVICES
AMDUNT/
FAIRMARKET
VALUE
SCHEDULE C
pa§e 7 of /'~
I D NUMBER
CUMULATIVE TO
DATE PER ELECTION
TODATE
CALENDAR YEAR
(JAN I DEC 31) (IF REOUIRED)
conh'nuation sheets.
SUBTOTAL
Schedule C Summary
1. Amount received this period - nonmonelary contributioDs of $100 or more.
(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, Columr) A, IJnes 4 aRd 10 ) ............. TOTALS
Schedule D
Summary of Expenditures
Supporting/Opposing Other
Candidates, Measures and Committees
SEEINSTRUCTIONS ON REVERSE
Type or print in ink.
Statement covers period
,rom 7- t _--0_9_
,.roug. l a_-S\-_
Amounts may be rounded
to whole dollars.
SCHEDULE D
[] Monetary
Contribution
///~)~r~.~_.. [] No,monetary
[] Support [] Oppose Expenditure
[] Monetary
[] Support [] Oppose Expenditure
[] Monetary
[] Suppod [] Oppose Expenditure
SUBTOTAL
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
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
,rom 7-
thro.gh
SCHEDULEE
Page q of !.~
IDNUMSER
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
Ctvl:' campaign paraphernalia/misc,
CNS campaign consultants
CTB contribution (explain nonmonetary)*
CVC civic donations
FIL candidate filing/ballot fees
F'ND fundraising events
IND independent expenditure supporiing/opposing others (explain)'
LEG legal defense
UT campaign literature and mailings
MBR member communications
MTG meetings and appearances
OFC office expenses
PET petition circulating
PHO phone banks
POL polling and survey research
POS postage, delivery and messenger services
PRO professional services (legal, accounting)
F~T print ads
RAD radio aidime and production costs
RFD returned contributions
SAL campaign workers' salaries
TEL bv, or cable airtime and production costs
TRC candidate travel, lodging, and meats
TRS staff/spouse travel, lodging, and meals
TSF transfer between committees of the same candidate/sponsor
VeT voter registration
WEB information technology costs (inlernet, e-mail)
NAME AND ADDRESS OF PAYEE
CODE OR
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
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 ..................................................................................................................................... S
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ............................................................................... $
4. Totalpayments madethis period. (Add Lines 1,2, and3. Enter here and on tho Summary Page. Coh,nn A, tine 6) TOTAL S
SUBTOTAL $
Schedule F
Accrued Expenses (Unpaid 9ills)
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
CODES: If one of the following codes accurately describes the
Q¥'P campaign paraphernalia/misc. MBR
Type or print in ink,
Amounts may be rounded
to whole dollars.
Statement covers period
,,om
SCHEDULE F
CNS campaign consultants
CTB contribution (explain nonmonetary)*
CVC civic donations
FIL candidate filing/ba~lot fees
FND fundraising events
IND independent expenditure supporting/opposing others (explain)'
LEG legal defense
I D NUMBER
payment, you may enter the code. Otherwise, describe the payment.
membercommunications RAD radio airtirne 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, Iodging, and meals
TSF transfer between committees of the same candidate/sponsor
VDT voter registration
MTG meetings and appearances
DFC office expenses
petition circulating
PHO phone banks
POL polling and survey research
POS postage, delivery and messenger services
PRO professional services (legal, accounting)
UT campaign literature and mailings PRT print ads WEB information technology costs (internet, e mail)
(a) (b) (c) (d)
NAME AND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING
(IF COMMITTEE, ALSO SNTER ID NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE
OF THiS PERIOD IALSO REPORT ON E) OF THIS PERIOD
· Payments that are contributions or Independent expenditures must aisc be
summarized on Schedule D, SUBTOTALS $ $ $ $
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 $
FPPC Form 460 (June/01)
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
NAME OF AGENT OR INDEPENDENT CONTRACTOR
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
SCHEDULE G
,brough I -O\-OD- Page I!-- o, I-'%
IDNUMBER
CODES: If one of the following codes accurately describes the
QVP campaign paraphemeliaJmisc. MBR
CNS campaign consultants
CTB contribution (explain nonmonetary)*
CVC civic donations
FIL candidate filing/ballot fees
F'ND fundraising events
IND independent expenditure supporting/opposing others (explain)*
LEG legal defense
UT campaign literature and mailings
payment, you may enter the code. Otherwise, describe the payment.
member communications
MTG meetings and appearances
OFC office expenses
PET petition circulafing
PHO phone banks
POL polling and survey research
POS postage, delivery and messenger services
PRO professional services (legal, accounting)
PR1' print ads
RAD radio airtime and production costs
RFD 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 commitlees of the same candidate/sponsor
VOT voter registration
WEB information technology costs (intemet, e-mail)
Payments that are contr/buhons or Independent expenditures must also be summer zed on Schedule D.
NAME AND ADDRESS OF PAYEE OR CREDITOR
CODE OR
Attach additional information on appropriately labeled continuation sheets.
independent contractor as reported on Schedule E.
TOTAL* $
FPPC Form 460 (June/E1)
FPPC Toll-Free Helpline: 866/ASK FPPC
Schedule H
Loans Made to Others*
SEE ~NSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print in ink.
Amounts may be rounded
to whole dollars,
Statement covers period
from _
through
FULL NAME, STREET ADDRESS AND ZIP CODE
OF RECIPIENT
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED. ENTER
(a)
OUTSTANDING
BALANCE
BEGINNING THIS
AMOUNT
LOANED THIS
(c)
REPAYMENT OR
FORGIVENESS
THIS PERIOD*
[] PAID
$
[] FORGIVEN
$
BALANCE AT
CLOSE OF THIS
PERIOD
INTEREST
RECEIVED
NAME OF BUSINESS)
PERIOD
PERIOD
[] PAID
$
[] FORGIVEN
$
DATE DUE
SCHEDULE H
ID NUMBER
(I) (g)
ORIGINAL CUMULATIVE
AMOUNT OF LQANS
LOAN TO DATE
CALENDAR YEAR
DATE ~NCURRED
CALENDAR YEAR
DATE ~NCURRED
$
DATE DUE
*Loans that are contributions to another candidate or committee ~ : ' ,
I
must also be summarized on Schedule D. Loans forgiven must
also be reported on Schedule E. SUBTOTALS $ $ $ $
Schedule H Summary
1. Loans made this period .................................................................................................................................................. $
(Total Column (bi 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 t.) ........................................................................................NET $
(Enter the net here and on the Summary Page, Column A, Line 7.)
*'If Required
FPPC Form 460 (June/01)
FPPC ToD-Free Helpline: 866/ASK-FPPC
Schedule I Type or print in ink. SCHEDULE
~/liscellaneous Increases to Cash Amo~ntsm'ayberounded Statementcovers period
'O whole dollars, from ?__ 1_ ~)~.
~EE INST.uono.$ ON .EVE.SE through [ ~ --OA Page ~ of
~AME OF FILER
LD. NUMBER
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
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/0t)
FPPC Toll-Free Helpline: 866/ASK-FPPC