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Home My WebLink AboutSCHWARTZ 460 TERM 12/22/14s Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) Type or print in ink. `T"ffeh rt StBtengenL clovers period from Ocfidber 19, 2014 SEE INSTRUCTIONS ON REVERSE I through December 22, 2014 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. EZ Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee Q Recall Q Controlled (Also Complete Part 5) O Sponsored (Also Complete Part b) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Party /Central Committee ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7? 3. Committee Information I 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) MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS COVER PAGE Date Stamp Page 1 _ ' y IY€�1 L -4 DEC 29 AN ti: 5 For Offi 11/4/14 J inn C!J 2. Type of Statement: C� Preelection Statement ❑ Quarterly Stateme t�A 14Y __ __. _ , ❑ Semi - annual Statement ❑ Special Odd -Year R �Q Termination Statement ❑ Supplemental Preelection (Also file a Form 410 Termination) Statement -Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Sandra Schwartz 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 best of my knowledge the information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury and r the la w'of the State of California that the foregoing is true a correct. Executed on B Date Sig ofT u ror Isla Executed on BY Date sigRature of Controlling Ider,C Ida ,State easure Pro possible Officer of Sponsor Executed on Date Executed on BY Date Signature ofConlroBing Officeholder, Candidate, State MeastreProponent pppC Forth 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) State of California Type or print in ink. Recipient Committee Campaign Statement 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 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. COMMITTEENAME 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) COVER PAGE - PART 2 Page 2 of C 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION I F-1 SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD I 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 CITY STATE ZIP CODE AREA CODEIPHONE Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) State of California Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Statement covers period CALIFORNIA . ' Amounts may be rounded Summary Page to whole dollars. $ 34,930 7. Loans Made .............................. ............................... Schedule H, Line 3 October 19, 2014 - 0 8. SUBTOTALCASH PAYMENTS ..... ............................... Add Lines 6+ 7 from 3,343 $ 38,273 9. Accrued Expenses (Unpaid Bills Schedule F, Line 3 December 22, 2014 page 3 of SEE INSTRUCTIONS ON REVERSE Schedule C, Line through 0 11. TOTAL EXPENDITURES MADE . ............................... NAME OF FILER $ 3,343 $ 38,273 I.D. NUMBER Richard Schwartz for Bakersfield City Council 2014 1370793 Previous Summary Page, Line 16 Column Column B Calendar Year Summary for Candidates Contributions Received TOTALTHIS PERIOD CALENDARYEAR Running in Both the State Prima and 9 Primary amounts in Column A to the (FROMATTACHED SCHEDULES) TOTALTO DATE General Elections 1. Monetary Contributions ............ ............................... Schedule A, Line 3 $ 600 $ 1,625 1/1 through 6/30 7/1 to Date 2. Loans Received ....................... ............................... Schedule B, Line 3 5,459 - 34,232 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 6,059 $ - 32,607 20. Contributions 0 1,625 Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 0 0 21. Expenditures 0 40,389 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 +4 $ 6,059 $ - 32,607 Made $ $ Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 3,343 $ 34,930 7. Loans Made .............................. ............................... Schedule H, Line 3 0 0 8. SUBTOTALCASH PAYMENTS ..... ............................... Add Lines 6+ 7 $ 3,343 $ 38,273 9. Accrued Expenses (Unpaid Bills Schedule F, Line 3 0 0 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 0 0 11. TOTAL EXPENDITURES MADE . ............................... Add Lines a + 9 + 10 $ 3,343 $ 38,273 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 698 To calculate Column B, add 13. Cash Receipts .................... ............................... Column A, Line 3 above 6,059 amounts in Column A to the 0 corresponding amounts 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 from Column B of your last 3, 343 report. Some amounts in 15. Cash Payments ................... ............................... column A, Line 8 above Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 0 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero, period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule S, Part 2 $ 0 for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Equivalents and Outstanding Debts Cash E q 9 18. Cash Equivalents ......... ............................... see instructions on reverse $ 0 19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ 0 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) J —� $ JJ $ 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) Crhimeb do A Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may be rounded to whole dollars. Statement covers period • I , from October 19, 2014 • - December 22, 2014 4 through Page of 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 CUMULATIVETO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) ❑IND Supervisor Zack Scrivner W]COM Kern County Supervisor, 500 500 500 11/10/14 El OTH District 2 ❑ PTY ❑ ScC ®IND 11/11/14 Wayne and Leslie Kress El COM Real Estate Brokers 100 100 100 P El PTY Associates) ❑SCC ®IND ❑ COM ❑ OTH ❑ PTY ❑ SCC VI 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 $ .11 0; *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY— Political Parry SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 8661ASK -FPPC (866/275 -3772) SCHEDULE B - PART 1 rYFW OF P1uu 11. Schedule B — Part Amounts may be rounded Statement covers period CALIFORNIA 6 Loans Received to whole dollars. October 19, 2014 . - from December 22, 201, 5 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 (f) ORIGINAL (g) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER (IFSELF- EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS FORGIVEN OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTER I.D. NUMBER) NAMEOFBUSINESS) PERIOD PERIOD THIS PERIOD' PERIOD PERIOD LOAN TO DATE ❑ PAID CALENDARYEAR Richard and Sandra Schwartz Retired Claims $ 0 $ 34,930 0 22,556 $ 34,930 Nurse RATE $ 22,556 $ 12,374 $ 0 6/1/15 $ 0 9130/14 $ DATE DUE DATE INCURRED tEZ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDARYEAR Richard and Sandra Schwartz Retired Claims $ $ 34,930 0 221556 $ 40,389 Registered Nurse RATE $ 34,930 $ 5,459 $ 40,389 12/22/14 $ 611/14 $ t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDARYEAR ❑ FORGIVEN PER ELECTION*` RATE 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.) 6,157 40,389 3. Net change this period. Subtract Line 2 from Line 1. ................. ............................... NET $ - 34,232 Enter then et here and on the Summary Page, Column A, Line 2. (May beanegal negative number) "Amounts forgiven or paid by another party also must be reported on Schedule A. If required. (tncer (e) Un 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: 866 /ASK -FPPC (866/275 -3772) Schedule E Payments Made Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from October 19, 2014 through December 22, 201• Page 6 of SEE INSTRUCTIONS ON REVERSE 9 9 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. CK/P campaign paraphernalia /misc. 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID Richard and Sandra Schwartz Partial Loan Repayment RFD 698 Brian Todd Campaign Manager CNS 2,500 Brian Todd Expense Reimbursement OFC 65 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 3,343 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. 3,343 2. Unitemized payments made this period of under $100 ........................................................................................................... ............................... $ 80 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 $ 3,343 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (8661275 -3772)