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Home My WebLink AboutSCHWARTZ PREELECT14(2) 10/23/14Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200- 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from October 1, 2014 through October 18, 2014 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 O Controlled (Also Complete Part 5) Q Sponsored (Also Complete Part 6) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Party /Central Committee 3. Committee Information COMMITTEE NAME (OR CANDI ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) I.D. NUMBER 1370793 NAME IF NO COMMITTEE) Richard Schwartz for Bakersfield City Council 2014 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX 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 under penalty of r}u nder the laws of the State of California that the foregoing is 1 Executed oifi. ,JW /•�� 45;1 . & 4 1( Executed on O!W_J I oy 3, By Date Date of election if (Month, Day, 11/4/14 j Date Stamp 23 F;► 3: 1, 2. Type of Statement: ® Preelection Statement ❑ Semi - annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) COVER PAGE Page 1 of 7 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 NAME OF TREASURER Sandra Schwartz MAILING ADDRESS N/A MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS of my knowledge the contained herein and in the attached schedules is true and complete. I certify Executed on By Date Signature of Controling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Cam Aing Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (86612753772) State of California Recipient Committee Type or print in ink. COVER PAGE - PART 2 Campaign Statement CALIFORNIA Cover Page — Part 2 6. Officeholder or Candidate Controlled Commttepp 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: 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 AREA CODEIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION JEI 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 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (86612753772) State of Califomia Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Summary Page Amounts may be rounded to whole dollars. Statement covers period - I , October 1, 2014 MOINITA from through October 18, 2014 Page 3 Of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 Contributions Received ColumnA Column B Calendar Year Summary for Candidates TOTALTHIS PERIOD (FROM ATTACHED SCHEDULES) CALENDARYEAR TOTALTODATE Running in Both the State Prima and 9 Primary General Elections 1. Monetary Contributions ............ ............................... Schedule A, Line 3 $ 675 $ 1,025 12,374 34,930 1/1 through 6/30 7/1 to Date 2. Loans Received ....................... ............................... schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 13,049 $ 35,955 20. Contributions i $ 0 $ 1,025 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 +4 $ 13,049 $ 35,955 Made $ 0 $ 34,930 Expenditures Made Expenditure Limit Summary for State 6. Payments Made ........................ ............................... schedule E, Line 4 $ 12,374 $ 34,930 Candidates 7. Loans Made .............................. ............................... schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS ..... ............................... Add Lines 6 +7 $ 12374 , $ 34,930 22• Cumulative Expenditures Made* (U Subject toVolurdary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0 0 Date of Election Total to Date 10. Nonmonetary Adjustment ........... ............................... schedule C, Linea 0 0 (mm/dd /yy) 11. TOTAL EXPENDITURES MADE . ............................... Add Lines 8 + 9 + 10 $ 12,374 $ 34,930 J� $ 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 8above 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 $ 350 13,049 0 12,374 1,025 0 0 34,930 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 cant' over the amounts from Lines 2, 7, and 9 (if any). I $ "Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA . ' October 1, 2014 FORM from through October 18, 2014 Page 4 of 7 SEE INSTRUCTIONS ON REVERSE 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 OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED ( IFCOMMITTEE ,ALSOENTERI.D.NUMBER) CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) ❑IND California Real Estate PAC, I.D. #890106 W] COM 500 500 500 10/1 /14 ❑OTH ❑ PTY ❑ SCC WIND 10/16/14 Scott Henderson ❑COM College Recruiting Agent 100 100 100 ❑OTH ❑ PTY ❑ SCC WIND 10/16/14 Paul Wobbe ❑COM Retired 75 75 75 ❑ 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 — 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 $ `Contributor Codes IND — Individual 675 COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY— Political Party SCC —Small Contributor Committee 675 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (8661275 -3772) SCHEDULEB -PART1 I r'R V. p....\ ... ... n. Schedule B — Part 1 Amounts may be rounded Statement covers period _ Loans Received to whole dollars. October 1, 2014 . - • from October 18, 2014 5 7 SEE INSTRUCTIONS ON REVERSE through 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) AR (d) OUTSTANDING (e) INTEREST (r) ORIGINAL (g) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS FORGIVEN OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE. ALSO ENTERI.D. NUMBER) NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Richard and Sandra Schwartz Retired Claims ❑ PAID CALENDAR YEAR Nurse RATE a 22,556 a 12,374 a 0 6/1/15 a 0 9/30/14 a DATE DUE DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION'* RATE a E 5 a a DATEDUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDARYEAR ❑ FORGIVEN PERELECTION*" RATE a E a a E DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ $ $ $ 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. 12,374 V NET $ 12,374 (May be a negative number) (trtter(e)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 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (8661275-3772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from October 1, 2014 through October 18, 2014 I Page 6 of 7 NAME OF FILER . U. NUrnntK 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 paraphemalia/misc. NM 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 1D 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IFCOMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID DB & Company Printing LIT 448 DB & Company Printing /Mailing LIT 3'888 DB & Company Printing LIT 269 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 4,605 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. $ 12,374 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, Column A, Line 6. TOTAL $ 12,374 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (8661275 -3772) Schedule E (Continuation Sheet) Payments Made SEE ME OF FILER Richard Schwartz for Bakersfield City Council 2014 Type or print in ink Amounts may be rounded to whole dollars. Statement covers period from October 1, 2014 through October 18, 2014 SCHEDULE E (CONT.) Page 7 of 7 I.D. NUMBER 1370793 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphemalia/misc. NBR 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 RL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS TSF staff /spouse travel, lodging, and meals transfer between committees of the same candidate /sponsor ND independent expenditure supporting/opposing others (explain)` POS postage, delivery and messenger services DB & Company LEG legal defense PRO professional services (legal, accounting) VOT voter registration rr , , ,. lif—f— 1, ili PRT nrint ads WEB information technology costs (intemet, e-mail) NAME AND ADDRESS OF PAYEE CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Facebook, Inc. Social Media 1,539 WEB .Facebook, Inc. Social Media 774 WEB Facebook, Inc. Social Media 503 WEB DB & Company Printing /Mailing 3,512 City Signs Signs 1,404 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 7,732 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK -FPPC (8661275 -3772)