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Home My WebLink AboutSCHWARTZ PREELECT14(1) 10/5/14+. Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE from Type or print in ink. Date Stamp Statement covers period I Date of election if applicable: _ f Page July 1, 2014 (Month, Day, Ye 2014 Q —b F through September 30, 2014 11/4/14 1. Type of Recipient Committee: All committees — complete Parts 1, 2, 3, and 4. Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee Q Recall Q Controlled (Also CompletePart5) 0 Sponsored ❑ General Purpose Committee (Also Complete Part 6) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Atso Complete Part 7) 3. Committee Information I.D. NUMBER 1370793 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Richard Schwartz for Bakersfield City Council 2014 STREET ADDRESS (NO P.O. BOX) ' ® Preelection Statement ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Supplemental Preelection Statement - Attach Form 495 CITY MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE OPTIONAL: FAX / E -MAIL ADDRESS COVER PAGE of For Official Use Only 2. Type of Stattrent: ' ® Preelection Statement ❑ Quarterly Statement ❑ Semi - annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Supplemental Preelection Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Sandra Schwartz MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE NAME OF ASSISTANT TREASURER, IF ANY N/A MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the b 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 foregoing is true ect. n Executed on 1 / ( ( gy Date ignatureofT as er Assistant a Executed on`� By , Datef V Signature of Controlling Officeholder. C ida e. Stalff Mgasure Prononm0ei,990onsible Officer of Soonsrx Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/OS) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) State of California Recipient Committee Type or print in ink. COVER PAGE - PART 2 Campaign Statement CALIFORNIA Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Richard Schwartz for Bakersfield City Council 2014 OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Bakersfield City Council, Ward 4 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Related Committees Not Included in this Statement: Ust 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 AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) Page Z_ of l 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION I ❑ 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 - - - �•• ••� .-•• vv+� rl.�„ VVUC.l r1l VIYC Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866IASK -FPPC (866/275 -3772) State of California Campaign Disclosure Statement Type or print in Ink. SummaPage Amounts may be rounded Summary 9 to whole dollars. Statement covers period from July 1, 2014 SUMMARYPAGE 2014 SEE INSTRUCTIONS ON REVERSE through September 30, Page of NAME OF FILER Richard Schwartz for Bakersfield City Council 2014 I.D. NUMBER 1370793 Contributions Received ColumnA 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ TOTALTHIS PERIOD 13. Cash Receipts .................... ............................... Column A, Line 3above (FROM ATTACHED SCHEDULES) 1. Monetary Contributions ............ ............................... schedule A, Line 3 $ 350 2. Loans Received ....................... ............................... schedule B, Line 3 22,556 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 22,906 4. Nonmonetary Contributions ..... ............................... schedule C, Line 3 0 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 +4 $ 22,906 Expenditures Made 6. Payments Made ........................ ............................... schedule E, Line 4 $ 22,556 7. Loans Made .............................. ............................... schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS ..... ............................... Add Lines 6 +7 $ 22,556 9. Accrued Expenses (Unpaid Bills) ............................... schedule F Line 3 0 10. Nonmonetary Adjustment ........... ............................... schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE ................ ................ Add Lines 8 +9 +10 $ 22,556 Current Cash Statement 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 0 13. Cash Receipts .................... ............................... Column A, Line 3above 22,906 14. Miscellaneous Increases to Cash ........................... schedule 1, Line 4 0 15. Cash Payments ................... ............................... Column A, Line 8 above 22,556 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 350 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... schedule B, Part 2 $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... see instructions on reverse $ 0 19. Outstanding Debts ......................... Add Line 2 +Line s in Column B above $ 22,556 Column B Calendar Year Summary for Candidates CALENDARYEAR TOTALTODATE Running in Both the State Primary and 350 General Elections 22556 1/1 through 6/30 7/1 to Date , $ 22,906 0 $ 22,906 $ 22,556 0 $ 22,556 0 0 $ 22,556 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). 20. Contributions 0 $ 350 Received $ 21. Made Expenditures $ 0 $ 21,708 Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (H Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd /yy) 1 1 $ I $ *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772) Schedule A Type or print in ink. S( HFnlll F A "�� "' "� "' Islay `" "fPE3° Monetary Contributions Received to whole dollars. Statement covers period July 1, 2014 CALIFORNIA • from SEE INSTRUCTIONS ON REVERSE through September 30, 2014 Lf- Page of NAME OF FILER I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED ( IFCOMMITTEE ,ALSOENTERI.D.NUMBER) CODE* OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) 9/27/14 Larry Underwood IND ® ❑coM Retired ❑ PTY ❑ SCC MIND 9/22/14 Lloyd Plank ❑COM ❑OTH Philanthropist, The Lloyd 100 100 100 Plank Foundation ❑ PTY ❑ SCC ®IND 9/24/14 Jon Lifquist ❑ PTY Assessor - Recorder ❑ SCC Sherin Bates ® IND 9/15/14 ❑coM E] OTH Retired 25 25 25 ❑ 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 — unitemized monetary 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 $ 350 350 *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 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) T•.n n ._# 1-. 1_. Sr.Hr=IIn FR_PART1 va.r IWUUIC o — rar L I Amounts may be rounded Statement covers period Loans Received to whole dollars. July 1, 2014 _ • 1 from SEE INSTRUCTIONS ON REVERSE through September 30, 201 Page of NAME OF FILER I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER (a) OUTSTANDING (b) AMOUNT (c) (d) OUTSTANDING (e) (f) (g) OF LENDER OCCUPATION AND EMPLOYER BALANCE RECEIVED THIS AMOUNTPAID BALANCEAT INTEREST ORIGINAL CUMULATIVE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF - EMPLOYED, ENTER BEGINNING THIS PERIOD OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAMEOFBUSINESS) PERI D THIS PERIOD" PERIOD PERIOD LOAN TO DATE Richard and Sandra Schwartz Retired Claims ❑ PAID CALENDARYEAR Manager /Registered a 0 E 22,556 0 22,556 a 22,556 Nurse q RATE a ❑ FORGIVEN PER ELECTION"" E 0 E 22,556 E 0 6/1/15 a 0 9/30/14 E t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR a a q a a ❑ FORGIVEN PER ELECTION*' RATE t❑ IND El COM ❑ OTH El PTY PTY ❑ SCC E E E E DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR a a q a a ❑ FORGIVEN PER ELECTION*' RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC E E 8 E a DATE DUE DATE INCURRED SUBTOTALS $ $ $ $ 7- 5chedule B Summary 1. Loans received this period ..................................................................................... ............................... $ (Total Column (b) plus unitemized loans of less than $100.) 22,556 2. Loans paid or forgiven this period .......................................................................... ............................... $ 0 (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 $ 22,556 ........... ............................... Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) kcnrer key on Schedule E, Line 3) 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 "Amounts forgiven or paid by another party also must be reported on Schedule A. 1 If required. J FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (8661275 -3772) Schedule E Type or print in ink. Statement covers period Payments Made Amounts may be rounded y to whole dollars. from July 1, 2014 201 SEE INSTRUCTIONS ON REVERSE through September 30, Page of NAME OF FILER I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign paraphemalia/misc. NBR member communications RAD radio airtime and production costs CNS campaign consultants NITG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating Tit 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 candidatelsponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID City of Bakersfield, City Clerk's Office Filing Fee FIL 25 City of Bakersfield, City Clerk's Office Ballot Candidate Statement FIL 966 City of Bakersfield, City Clerk's Office Ward Four Maps * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 1,011 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ............................................................................... ............................... $ 22,556 2. Unitemized payments made this period of under $100 ................. ............_......._.. $ 0 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ........................ ............................... $ 0 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, e, Column A, Line 6. 22,556 ) ............................. TOTAL $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (8661275 -3772) Schedule E CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID United States Postal Service SCHEDULE E (CONT.) (Continuation Sheet) Type or print in ink. Ty Amounts may be rounded y Statement covers period CALIFORNIA A ' Payments Made 31 to whole dollars. from July 1, 2014 • - • Voter Guide Slate Mailer Spencer's Restaurant Breakfast Meeting TRC 36 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 5,227 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (866/275 -3772) Schedule E CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Election Digest SCHEDULE E (CONT.) (Continuation Sheet) Type or print in ink. Amounts may be rounded Statement covers period • . ' Payments Made CNS 1,000 Brian Todd Campaign Manager CNS 1,500 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 4,906 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (8661275 -3772) Schedule E (Continuation Sheet) Payments Made Type or print in ink Amounts may be rounded to whole dollars. Statement covers period from July 1, 2014 SCHEDULE E (CONT.) Page through September 30, 201 Pa —3-- of 2 SEE INSTRUCTIONS ON REVERSE g NAME OF FILER Richard Schwartz for Bakersfield City Council 2014 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Brian Todd I.D. NUMBER 13. NUMB CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign paraphemalia/misc. CNS IJPR member communications RAID radio airtime and production costs campaign consultants CTB MfG meetings and appearances RFD returned contributions contribution (explain nonmonetary)" OFC office expenses SAL campaign workers' salaries CVC civic donations FIL candidate filing/ballot fees PET petition circulating TEL t.v. or cable airtime and production costs FND fundraising events PHO POL phone banks polling and survey research TRC TRS candidate travel, lodging, and meals staff /spouse travel, lodging, and meals U0 independent expenditure supporting/opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense LIT PRO professional services (legal, accounting) VOT voter registration campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Brian Todd Campaign Manager CNS 2,500 Secretary of State, Political Reform Division Filing Fee FedEx/Kinko's Copies DB & Company Printing CVS Office Supplies * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 2,695 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) Schedule E (Continuation Sheet) Payments Made Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from July 1, 2014 SCHEDULE E (CONT.) 201 SEE INSTRUCTIONS ON REVERSE through September 30, Page I C of 1 NAME OF FILER I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphernalia /misc. WIBR member communications RAD 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 ND 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 (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID FedEx Kinko's Copies OFC 6 The UPS Store Copies OFC 10 DB & Company Mailing List Management DB & Company Mailing List Management The UPS Store Copies " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 474 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (866/275 -3772) Schedule E Type or print in ink. (Continuation Sheet) Amounts may be rounded Payments Made to whole dollars. Statement covers period from July 1, 2014 SCHEDULE E (CONT.) SEE INSTRUCTIONS ON REVERSE through September 30, 201 Page Il ( of Z - NAME OF FILER I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/misc. MBR member communications RAD 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 14D 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 Lrr campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID City Signs Signs Brian Todd Reimbursement -- Office Supplies DB & Company Handout Copies DB & Company Handout Copies City Signs Signs * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 4,358 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) Schedule E CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Kern County Young Republican Voter Guide SCHEDULE E (CONT.) (Continuation Sheet) Type or print in ink Amounts may y be rounded Statement covers period e _ , Payments Made �} to whole dollars. from July 1, 2014 • ' through September 30, 201 page Z '° SEE INSTRUCTIONS ON REVERSE Facebook, Inc. Online Advertising Facebook, Inc. Online Advertising " Payments that are contributions or independent expenditures mustalso be summarized on Schedule D. SUBTOTAL $ 3,885 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (8661275 -3772)