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Dan Carpenter - Form 460 - Semi-Annual - 07-15-2008
Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200 - 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period Date of election if appli S+' from (Month, Day, Year) through �V'Q ao*- Zzct ' " Of! ` Z% 4 z� Date Stamp RECEIVED e: JUL 18 03 LO CITY CLERK 1. Type of Recipient Committee: All committees - Complete Parts 1, 2, 3, and 4. 2. Type of Statement: Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Preelection Statement 0 State Candidate Election Committee Committee Semi - annual Statement 0 Recall (Also Complete Part S) 0 Controlled 0 Sponsored Termination Statement (Also Complete Part 6) (Also file a Form 410 Termination) ❑ General Purpose Committee ❑ Amendment (Explain below) 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (Also Complete Part 7) Treasurer(s) 3. Committee Information I.D. NUMBER )MMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Dat,\ rPk+eA,,- -Cc C'- C(4y C (S c)L&. c i STATE ZIP CODE AREA CODE /PHONE ESS (IF DIFFERENT) NqF. AND ST ET OR P.O' CITY ^_ STATE ZIP CODE AREA CODE /PHONE COVER PAGE Page / of —Z For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 <= 'ah Lus k--b 04 - `0� 4 yew STATE �,....-_ �-,.� a � � ' s f�� I P IA- D� -A V>_ OPTION/jLSF��-MAIL ADDRESS �r` hQ� C(��J�JJ1 y� ^�J (Ci- l((VI�L OPTIONAL: F / E-MAIL ADDRESS ^ f f'" ��� @V� 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge th information &Ined herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of a State of California that the foregoing is true and correct. Executed on J [ � +� By Executed on — a BY 9 Executed on By Date Slgnatttreof Comding Ofrlm alder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Of mftlder, Candidate,StateMeasureproponeni FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772) State of California Instructions for Recipient Committee Campaign Statement— Cover Page Period Covered by a Statement: The "period covered" by a campaign statement begins the day after the closing date of the last campaign statement you filed. For example, if the closing date of the last statement was September 30, the beginning date of the next statement will be October 1. ,r this is the committee's first campaign statement, begin with January 1 of the current calendar year. The closing date of the statement depends on the type of statement you are filing. Date of Election: If you are filing this statement as a preelection statement in connection with an election, enter tie date of the election. Type of Recipient Committee: Check one box to indicate the type of committee filing the statement. General descriptions are provided on the cover sheet to this form, or contact cur filing officer or the FPPC for assistance. rollowing are some additional guidelines: Controlled Committee A controlled committee is one that is controlled by a candidate, officeholder or, in the case of a state ballot measure committee, by the proponent of the measure. A committee is "controlled" if the candidate, officeholder, or proponent, his or her agent, or any other committee he or she controls, has a significant influence on the actions or decisions of the committee. Sponsored Committees A sponsored committee is one that has a sponsor —a business entity, organization, union, or other entity —that moets certain criteria. Sponsored ballot measure committees and general purpose committees must include the name of the sponsor in the name of the committee. Small Contributor Committees • This term is significant only if the committee makes contributions to candidates running for elective state office. Type of Statement: Check the appropriate box(es) to indicate the type of statement you are filing (or amending). Amendments: If you are filing an amendment to a previously, filed statement, give a brief explanatior of the amendment and list the schedules being amended. Include an amended summary page, if applicable:. Be sure to enter the period covered of the statement you are amending. Termination: A committee must continue filing campaign statements each year until it is eligible to terminate and files a Form 410 Termination. Most officeholders must continue filing campaign statements until they have terminated all controlled committees and have left office. Committee I.D. Number: If the committee has not yet received an identification number from the Secretary of State, enter "Not Yet Received." File Form 410 to obtain an I.D. Number. Verification: The statement must be signed by the committee treasurer or the assistant treasurer named on the committee's Statement of Organization (Form 410). An officeholder, candidate, or state measure proponent who controls the committee must also sign the statement. If two or three officeholders, candidates, or proponents control the committee, each must sign the statement. If more than three control the committee, one may sign on behalf of the others. Under certain circumstances, the responsible officer of a sponsoring organization must sign the statement. Additional Important Information: Refer to the FPPC Campaign Disclosure Manual for your type of committee for information about: • When, where, and what type of statements the committee is required to file. • Closing date of campaign statements. • Sponsored committee criteria. • Termination criteria. • Recordkeeping requirements and prohibitions. FPPC Form 460 (January 105) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Type or print in ink. COVER PAGE - PART Z Recipient Committee Campaign Statement CALIFORNIA , 1 Cover Page — Part 2 FORM 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER CANDIDA E OFFICE SOUGHT OR HELD (INCLUD OCATION AND DISTRICT MBER IF APPLICABLE) Cry U0C! � )IAp 0,,-- - 6 Lv, s 06 Page Z_ of 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE RESIDENTIAUBUSIN SS ADDRESS (NO. AND STREET) CITY STATE ZIP �� / a 40b r Identify the controlling officeholder, candidate, or state measure proponent, if any. i tali fi !�% NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT 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 I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (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 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE OFFICE SOUGHT OR HELD DISTRICT NO_ IF ANY 7. Primarily Formed Candidate /Officeholder Committee List names of officeholder(s) or candidates) 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 California Instructions for Recipient Committee Campaign Statement — Cover Page Officeholder or Candidate Controlled Committee: Candidates must have a separate bank account and committee to run for different elective offices. A candidate who is required to file campaign statements in connection with more than one elective office but is only receiving contributions and caking expenditures for one of the offices, may include both offices on one Form 460. In Part 5 of the cover page, enter the candidate's name and under "Office Sought or Held," identify each office, and state whether the candidate is seeking or holding the office. The Form 460 must be filed with the appropriate filing officer(s) for each office. For example, a city councilmember is raising funds to run forthe county board of supervisors. She has no committee and is not raising or spending funds in connection with the city office, and has formed a controlled committee for the county office. To comply with the requirements to file campaign statements for both her city office and her county candidacy, she may complete one Form 460 each campaign reporting period, which she will file with `ie city clerk and the county elections department. .n Part 5 of the Form 460 Cover Page, under "Office Sought or Held," she will state that she is holding the office of city councilmember (including the name of the city) and that she is seeking a seat on the board of supervisors (including the name of the county). Ballot Measure Committee: Part 6 of the Form 460 Cover Page must be completed by committees that are primarily formed to support or oppose the qualification or passage of a single ballot measure or two or more measures being voted on in the same city, county, multicounty, or state election. A "general purpose' ballot measure committee (one that supports or opposes a variety of state and /or local ballot measures) is not required to complete Part 6. FPPC Form 460 (JanuaryM05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275-3772) Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Summary Page to Whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER _�C� �' G& Contributions Received ............... Schedule E, Line 4 Column A TOTALTHISPERIOD (FROMATTACHHEED SCHEDULES) 1. Monetary Contributions ................. ....,. schedule A, Line $ Loans Received . ............................... .... .................. Schedule B, Line 3 10. Nonmonetary Adjustment ........... ............................... 3. SUBTOTALCASH CONTRIBUTIONS ---.,., _ ........... . .. Add Lines 1 + 2 $ Z. �3 '75:C>t 4. Nonmonetary Contributions ...... .......................... . . .. schedule' C, Line 3` 5. TOTAL CONTRIBUTIONS RECEIVED ••• .............. ....... Add Lines 3 + 4 $ Expenditures Made 6. Payments Made ................................. ___ ............... Schedule E, Line 4 7. Loans Made..... -_--------_- ............. _ ......................... Schedule H, Line 3 8. SUBTOTALCASH 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 8 + 9 + 10 r'urrent Cash Statement $ 1, z33_z�' $ $ $ $ ,.- Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 13. Cash Receipts .................... ............................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ........................... Schedule r, Line 4" 15. Cash Payments ................... ............................... Column A, Line 8 above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 5v, r - 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 $ SUMMARYPAGE Statement covers period I CAUFORNIA r from 04121, / SrZDo� 4 fil through o & Page of _b 7 Column B CALENDARYEAR TOTALTO DATE 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). I -D. NUMBER -3G6S -Zo Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 711 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ 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) $ 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 (866/2753772) Instructions for Summary Page Campaign Disclosure Statement The Summary Page provides an overview of the committee's financial activities and is completed for each filing. Column A reflects activities during the current reporting period as reported on Schedules A through H. It is not necessary to attach a blank schedule if there has been no reportable activity during the period, but it is necessary to enter a zero or the word "none" on the appropriate line in Column A of ie Summary Page. Column B figures should reflect the cumulative total since January 1 of the current calendar year." Add the totals from Column B of the committee's last campaign statement (if any) to the corresponding amounts in Column A. If this is the first report being filed for a calendar year, only carry forward the amounts reported on Lines 2, 7, and 9 of Column B (if any) from the committee's last statement. (Note: The amounts reported on Lines 2, 7, and 9 of Column B should be the same as the total outstanding amounts disclosed in column (d) of Schedules B, F, and H, respectively, of the current report.) When loans (Schedules B and H) and accrued expenses (Schedule F) are paid, the figures to oe ,arried from the schedules to Lines 2, 7, and 9 of column A may be negative numbers. In this case, be sure to show them as negative figures on the Summary Page (e.g., with a minus sign ( -) or in parentheses), and subtract them when totaling Columns A and B. *There are exceptions to the calendar year "cumulation period" for candidate elections and ballot measure elections held in January and early February, and for ballot measure qualification activities. Consult the FPPC Campaign Disclosure Manual for your type of committee for additional information. Current Cash Statement: Lines 12 -16 of the Summary Page should accurately reflect your current cash position. Beginning and ending cash balances should include the total amount of funds in your campaign checking and savings accounts, plus any investments that can be readily converted to cash, such as certificates of deposit, money market accounts, stocks and bonds, etc. (Officeholders and cardidates are subject to bank account restrictions, and all committees should read the FPPC Campaign Disclosure Manual regarding appropriate uses of campaign funds.) Line 12 (Beginning Cash Balance) must be the same as the ending cash balance reported on Line 16 of your previous statement's Summary Page. If this is your first campaign statement, enter zero on Line 12. Line 16 (Ending Cash Balance) is the total of Lines 12, 13, and 14, minus Line 15. If you are filing a termination statement, Line 16 must Ibe zero. Cash Equivalents: "Cash equivalents" include investments that cannot be readily converted to cash, as well as the balance due on all outstanding loans the committee has made to others (from Line 7 of Column B of the Summary Page). Investments that can be readily converted to cash, such as certificates of deposit or money market funds, should be included in the cash on hand figures on Lines 12 and 16 of the Summary Page. Summary for Primary and General Elections (Lines 20 and 21): This section is only for committees that are: • Controlled by a candidate who is being voted on in both the state primary and general elections (does not apply to controlled ballot measure committees); or • Primarily formed to support or oppose candidates being voted on in both the state primary and general elections. Complete this summary on the preelection and semi - annual statements forthe general election, covering periods during the last six months of the year (July 1- December 31). Expenditure Ceiling Summary for State Candidates (Line 22): Candidates for elective state office who have accepted the voluntary expenditure ceiling for a particular election must disclose the total amount of expenditures made through the end of the reporting period that are subject to the expenditure ceiling for the election. Report the date of the election and total amount expended for that election. Report totals for the primary and general elections separately. This information is no longer required if the expenditure ceiling has been lifted. (See FPPC Campaign Disclosure Manual 1.) FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Schedule A Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Type or print in ink. SCHEDULE A Amounts may be rounded Statement covers period to whole dollars. F . , I CALIFORNIA from If FORM through 44-xo 3e Zook Page of rit LJr rl�trt DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT RECEIVED (IF COMMITTEE, ALSO ENTER ID NUMBER) CODE * OCCUPATION D EMPLOYER RECEIVED THIS (IF SELF- EMPLOYELOYED,ENTER NAME PERIOD OFBUSINESS) I.D. NUMBER /�J�G Szo CUMULATIVE TO DATE PER ELECTION CALENDAR YEAR TO DATE (JAN. 1 - DEC. 31) (IF REQUIRED) v 0-r c9euP f s rf � GPGr� � OM - [-I PTY ( 0OTH SCti CA-s Cb rs c, C-A- 93Lk5i ❑ �do � ZOO D slog ? � :� ' 0 PTY ►` e1� � re c@ � zoo � 2 © / ec� a SCC m gND % yy� 41 vt �e� LJCOM I 9 j �g O PTY LET t`C P4 Zo C � Zoo JJJ /�% C f �f/ ❑ SCC -no- �ei ❑�COM 0 PTY V. --a -1 s^ C fp ❑SCC ZDo G �iQ�y S d O ❑COM 0 E] OTH PTY G-N [3z.k iJ �5 �fp a i fJ ❑SCC SUBTOTAL$ Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) .................................... ............................... $ O 2. Amount received this period — unitemized monetary contributions of less than $100 ....................... 3. Total monetary contributions received this period. a (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $ r '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/015) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Instructions for Schedule A Monetary Contributions Received Report monetary contributions (except loans) received during the reporting period on Schedule A. Also report on Schedule A if a contributor forgives a loan for you or a third party pays a loan for you. Loans received during the period are reported cn Schedule B. Certain transfers between a state candidate's controlled committees are also disclosed on Schedule A. (See FPPC Campaign Disclosure Manual 1.) ,` a total of $100 or more is received from a single .; ontributor during a calendar year, report the name, street address, city, state and zip code of the contributor, the amount contributed this period, and the cumulative amount received from the contributor since January 1 of the current calendar year.* Include monetary and nonmonetary contributions and loans when reporting the cumulative amount. Contributions totaling less than $100 received from a single contributor during a calendar year are reported as a lump sum on Line 2 of the Schedule A Summary. *There are exceptions to the calendar year "cumulation period" for candidate elections and ballot measure elections held in January and early February, and for ballot measure qualification activities. (See the FPPC Campaign Disclosure Aanuals for candidates and ballot measure committees.) Date Received: A monetary contribution has been received when the candidate or committee, or an agent of the candidate or committee, receives or obtains control of the check or other negotiable instrument. There are special rules for reporting the date contributions are received by a committee that collects contributions through employee payroll deductions or membership dues. Contributor Codes: For each itemized contributor, check the applicable contributor code: IND -- contributions from any individual's personal funds. COM-- contributions from other committees that receive contributions. These committees will have an identification number assigned by the Secretary of State. Examples: political action committees, other candidates' committees. (State committees should use PTY orSCCwhen appropriate.) OTH-- business entities and other contributors. PTY -- contributions from political parties (including state and county central committees). SCC-- contributions from small contributor committees (applicable only to state candidates and committees). Contributions from Individuals: When itemizing a contribution from an individual, also disclose the contributor's occupation and the name of his or her employer. If the contributor is self - employed, provide the name of his or her business. If the contributor is not employed, enter "none." It is not necessary to enter occupation and employer information for other types of contributors (such as business entities). Missing Contributor Information: A contribution of $100 or more must be returned to the contributor within 60 days if the recipient does not obtain the contributor's address, occupation and employer. Contributions from Committees: When itemizing a contribution from another recipient committee, disclose the identification number assigned to that committee by the Secretary of State in addition to its name and address. If no ID number has been assigned, provide the name and address of that committee's treasurer. Intermediaries: If you receive a contribution through an intermediary (i.e., you have received a contribution check from a person other than the true source of the funds), disclose all of the required information for both the intermediary and the actual contributor. Per Election to Date: Candidates subject to state contribution limits (or if required by local ordinance) must disclose the cumulative amount received from each contributor during the limitation cycle in addition to the calendar year cumulative amount. (Candidates for elective state office should refer to FPPC Campaign Disclosure Manual 1.) Additional Important Information: Referto the FPPC Campaign Disclosure Manual for yourtype of committee for important information about aggregating monetary and nonmonetary contributions, recordkeeping, prohibitions on cash contributions, returning contributions, and more. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULEA (CONT.) Monetary ontributions Received mounts may be rounded ry A Statement covers period to whole dollars. CALIFORNIA from " 1 ' � � FORM , e through Law -30 44 Page r� of�`� NAME OF FILER I.D. NUMBER DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR C IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION ER I D NUMBER ) (IF COMMITTEE, ALSO ENTER OCCUPATION AND EMPLOYER RECEIVED THIS RECEIVED CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD CALENDAR J DEC. 3) (IF REQUIRED) ) 6L ref^ 4a f Qr D E] PTY r ,rn Lu s Ob CA- C/ 3 yDS ❑scc C t ND e fa (.. c�� t T 7/ nCOM J n E] PTY �Q T�IreCVC3 GO Lc.+.•s 0 C'V� 93 0/ E] SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑IND ❑ COM ❑ OTH ❑ PTY E] SCC SUBTOTAL $ "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: 866 /ASK -FPPC (866/2753772) Tvne or nrint in ink SCHEDULEB -PART1 Schedule B — Part 1 Amounts may be rounded Statement covers period Loans Received to whole dollars. i 1 1 from ri OR through Z� SEE INSTRUCTIONS ON REVERSE Page of NAME OF FILER Vc, (1v ID. NUMBER 10— o-4 -e✓ /fob SLfl FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING BALANCE (b) AMOUNT ( °) AMOUNT PAID (d) OUTSTANDING )e) INTEREST (t) ORIGINAL {g) CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER ID NUMBER) (IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS NAMEOFBUSINESS) p RI. THIS PERIOD* PERIOD PERIOD LOAN TO DATE ❑ PAID CALENDARYEAR ❑ FORGIVEN PERELECTION** RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC 3 $ 5 $ $ DATEDUE DATE INCURRED ❑ PAID CALENDARYEAR ❑ FORGIVEN PER ELECTION ** RATE tEl IND ❑ COM ❑ OTH [-I PTY ❑ SCC $ $ c $ DATE DUE DATE INCURRED ❑ PAID CALENDARYEAR E] FORGFORGIVEN PER ELECTION** RATE tEl IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ S $ S DATEDUE DATE INCURRED SUBTOTALS $ $ $ $ ichedule 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.) .......................... .............. :.__................... NET $ Enter the net here and on the Summary Page, Column A, Line 2, (May be a negative number) *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. (Enter (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: 866 /ASK -FPPC (8661275 -3772) Schedule B —Part 2 Type or print in ink. SCHEDULE R - PART 2 Loan Guarantors Amounts may be rounded Statement covers period CALIFORNIA 460 to whole dollars. from i"f FORM SEE INSTRUCTIONS � -7e `o'J ON REVERSE throw$ Page-7— of f NAME OF FILER I.D. NUMBER vap eCq-fieP--- /�o6SLd FULL NAME, STREET DRESS AND IF AN INDIVIDUAL, ENTER AMOUNT BALANCE ZIP CODE OF GUARANTOR CONTRIBUTOR OCCUPATION AND EMPLOYER LOAN GUARANTEED CUMULATIVE OUTSTANDING (IF COMMITTEE, ALSO ENTERID- NUMBER) - CODE (IF SELF - EMPLOYED, ENTER NAME OF BUSINESSI THIS PERIOD TO DATE TO DATE ❑IND LENDER CALENDARYEAR ❑ COM $ ❑ OTH DATE PER ELECTION ❑ PTY (IF REQUIRED) ❑ SCC $ ❑ IND LENDER CALENDARYEAR ❑ COM ❑ OTH PER ELECTION ❑ PTY DATE (IF REQUIRED) ❑ SCC $ ❑IND CALENDARYEAR LENDER ❑ COM $ ❑ OTH PER ELECTION ❑ PTY DATE (IF REQUIRED) ❑ SCC ❑IND LENDER CALENDARYEAR ❑ COM $ ❑ OTH DATE PER ELECTION F-1 PTY (IF REQUIRED) ❑ SCC Enleron SUBTOTAL $ Summary Page, _ Line 17 vrtv FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Instructions for Schedule B — Part 1 Loans Received All loans received or outstanding are reported on Schedule B. Loans include monetary loans and amounts drawn on lines of credit. Report loan guarantors on Schedule B — Part 2. A "guarantor" is a third party that co- signs, endorses, or provides security for a loan, or establishes or provides security for a line of credit. A guarantor is also making a contribution. When a state candidate guarantees a loan from a commercial lending institution in connection with his or her election, both the lending institution and the candidate are required to be disclosed as the lender. For each loan of $100 or more that was received or was outstanding during the reporting period, disclose the lender's name and address. Report the original source of all loans received. E.g., for a loan from a commercial lending institution for which a candidate is personally liable, report the lending institution as the lender. Column (a) — Enter the outstanding loan balance at the beginning of this period (Column (d) of last report). If the loan was received this period, this column will e blank. Column (b) — Enter the amount received from the lender during this reporting period. If this loan was received in a previous reporting period, leave blank. Column (c) — Enter the amount of any reduction of the loan during this reporting period. Check whether the loan was paid or forgiven. When the lender forgives a loan or a third party makes a payment on a loan, also report the lender or third party on Schedule A. Column (d) — Enter the outstanding balance of the loan at the close of this reporting period. Enter the due date, if any. Column (e) — Enter the interest rate and the amount of interest paid on the loan(s) during this reporting period. Interest paid is reported separately from payments made on the loan principal. Interest payments are also transferred to the Schedule E Summary. Column (f) — Enter the original amount of the loan and date received. If this is the first time you are reporting the loan, this will be the same amount reported in Column (b). Column (g) — Enter the cumulative amount of contributions (loans, monetary and nonmonetary contributions) received from the lender during the calendar year covered by this statement. Candidates subject to :state contribution limits (cr if required by local ordinance) must disclose the cumulative amount received from each contributor during the limitation cycle in addition to the calendar year cumulative amount. (Candidates for elective state office should refer to FPPC Campaign Disclosure Manual 1.) Schedule B Summary: The Schedule B Summary reflects the "net change" in your loan activity. That is, loan payments made during the period are subtracted from new loans received. When the loan payments number is larger than the amount of new loans received, Line 3 will be a negative figure. For example, if $200 is paid during the period and only $100 is received in new loans, report the net change on Line 3 as "- $100" or 11($100)." Be sure to carry this figure to the Summary Page as a negative figure to be subtracted from Summary Page totals. Additional Important Information: Refer to the Instructions for Schedule A for important information about: • Contributor Codes • Contributions from Individuals • Contributions from Committees • Intermediaries A loan received from a commercial lending institution in the normal course of business is reportable on Schedule B but is not considered a contribution. Contributor codes and cumulative amounts (Column (g)) are required only for loans that are contributions. Refer to the FPPC Campaign Disclosure Manual for your type of committee for important information about recordkeeping, prohibitions on cash contributions, returning contributions, and more. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Schedule C Type or print in ink. Nonmonetary Contributions Received Amounts may be rounded to SCHEDUj Statement covers period whole dollars. CALIFORNIA from e 3o zQo� SEE INSTRUCTIONS ON REVERSE thraug _ - Page of NAME OF FILER I.D. NUMBER FULL NAME, STREET ADDRESS AND DATE CONTRIBUTOR IFAN INDIVIDUAL, ENTER AMOUNT/ DESCRIPTION OF CUMULATIVE TO PER ELECTION ZIP CODE OF CONTRIBUTOR RECEIVED (IF COMMITTEE, ALSO ENTER I D NUMBER) CODE * OCCUPATION AND EMPLOYER (IF SELF- EMPLOYED, ENTER FAIR MARKET GOODS OR SERVICES VALUE DATE CALENDAR YEAR TO DATE NAME OF BUSINESS) (JAN 1 -DEC 31) (IF REQUIRED) ❑IND ❑ COM ❑ OTH ❑ PTY ❑SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ I Schedule C Summary 'Contributor Codes 1. Amount received this period — itemized nonmonetary contributions. IND - Individual (Include all Schedule C subtotals.) ......................................................................... ............................... ..... $ COM - RecipientCommittee ....... (other than PTY or SCC) 2. Amount received this period — unitemized nonmonetary contributions of less than $100 .................... $ OTH - Other (e.g., business entity) PTY - Political Party 3. Total nonmonetary contributions received this period. SCC -Small Contributor Committee (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ..................... TOTAL $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Instructions for Schedule B — Part 2 Loan Guarantors Guarantors of loans received or outstanding during the reporting period are reported on Schedule B — Part 2. A "guarantor" is a third party that co- signs, endorses, or provides security for a loan, or establishes or provides security for a line of credit. A guarantor is also making a contribution. Dr each guarantor of $100 or more, enter the name and address of the guarantor and, if the guarantor is an individual, his /her occupation and employer or, if self employed, the name of his /her business. Enter the name of the lender or the entity at which a line of credit was established and the date of the loan or the date the line of credit was established. Enter the amount guaranteed this period, if applicable. For lines of credit, enter the full amount established or secured by the guarantor during the period. (Report amounts drawn on a line of credit on Schedule B — Part 1.) Enter the cumulative amount guaranteed during the calendar year covered by the statement. Candidates subject to state contribution limits (or if required by local ordinance) must disclose the cumulative: amount received from each contributor during the limitation cycle in addition to the calendar year cumulative amount. (Candidates for elective state office should refer to FPPC Campaign Disclosure Manual 1.) Report the outstanding balance for which the guarantor is liable at the close of this reporting period. Loan guarantees are not included in the Schedule B Summary, but are carried forward in a lump sum to Line 17 of the Summary Page. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Schedule D Sr HF:r)l II F n %7u111111421y VI L;AIJCIIUILUIC, type or print In InK. Supporting /Opposing Other Amototwhole dollars.' rounded Candidates, Measures and Committees Statement covers period from 1' �€� r I '� ZC�7 FORM - I , SEE INSTRUCTIONS ON REVERSE through J (j140 jj'''T{De Page � of NAME OF FILER Iti LD. NUMBER �' ^ / 3 DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETTER AND JURISDICTION, ORCOMMITTEE TYPE OF PAYMENT DESCRIPTION (IF REQUIRED) AMOUNTTHIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR JAN. 1 - DEC. 31 ( ) PER ELECTION TO DATE (IF REQUIRED) ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution ❑ Independent ❑ Support ❑ Oppose Expenditure SUBTOTAL $ Schedule D Summary 1. Itemized contributions and independent expenditures made this period. (Include all Schedule D subtotals.) .......................... ............................... $ 2. Unitemized contributions and independent expenditures made this period of under $100 ...................................................... ............................... S 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) ............ TOTAL $ C FPPC Form 460 (January105) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772) Instructions for Schedule C Nonmonetary Contributions Received Report the receipt of nonmonetary contributions on Schedule C. Nonmonetary contributions include: • Goods and services for which you have not paid the fair market value, including items donated for auctions or garage sales, such as artwork or furniture. A discount that is not available to the public generally. • Salary payments made by an employer for an employee who spends 10% or more of his or her compensated time in a calendar month working for your committee. Volunteer personal services and payments voluntarily made by a person for his or her own campaign- related travel expenses are not reportable. The occupant of a home or office can host a fundraiser without making a nonmonetary contribution as long as the total cost of the fundraiser is $500 or less. If a total of $100 or more is received from a single ,-ontributor during a calendar year, report the name, .reet address, city, state and zip code of the contributor, the amount contributed this period, and the cumulative amount received from the contributor since January 1 of the current calendar year. Include monetary and nonmonetary contributions and loans when reporting the cumulative amount. Contributions totaling less than $100 received from a single contributor during a calendar year are reported as a lump sum on Line 2 of the Schedule C Summary. Date Received: A nonmonetary contribution has been received on the earlier of the following: 1) the date the contributor made an expenditure forgoods or services at your behest (in consultation or coordination with you, or at your request or suggestion); or 2) the date you or your agent obtained possession or control of the goods or services. Per Election to Date: Candidates subject to state contribution limits (or if required by local ordinance) must d;sclose the cumulative; amount received from each contributor during the limitation cycle in addition to the calendar year cumulative amount. (Candidates for elective state office should refer to FPPC Camoaignn Disclosure: Manual 1.) Fair Market Value: The fair market value of a nonmonetary contribution is the amount it would coat to purchase the goods or services on the open market. The fair market value can be more than the amount it cost the contributor to provide the goods or services to you. If you do not know the value of a nonmonetary contribution, you may request the contributor to provide you with a written statement of the value. If you make a request in writing and the value of the contribution is $100 or more, the ccntributor is required by law to provide the information. Administrative Services: Administrative overhead and start-up expenses paid by a sponsoring organization for its sponsored committee are not contributions to the committee but must be reported on Schedule C. Report the value of the services in the "Description of Goods or Services" column and a zero in the "Amount' and "Cumulative to Date" columns. Nonmonetary Contributions as Expenditures: The total of nonmonetary contributions is reported on the Summary Page as both contributions received and expenditures made. Enter the total on Line 3 of the Schedule C Summary on both Lines 4 and 10 of the Summary Page. (State Candidates: Most nonmonetary contributions also count for purposes of the voluntary expenditure limits.) Additional Important Information: Refer to the I nstructions for Schedule A for important information about: • Contributor Codes • Contributions from Individuals • Contributions from Committees • Intermediaries Refer to the FPPC Campaign Disclosure Manual for your type of committee for important information about aggregating monetary and nonmonetary contributions, recordkeeping, and more. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275-3772) Schedule E Pa e ntS Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers eriod P � „1f ,I ?-Cr from > � through JutlQ ?C ,% ZVOR ' JLi "1 CU V LC C • - ' t e - Pa a of g C NAME OF FILER _...._. —,. y I.D. NUMBER IC�l Poor 91C&U4 5 P Iecs CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CGVP campaign paraphemalia/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 M 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 QFCOMMITfEE, ALSO ENTER ID NUMBER) C 0 &P, OR DESCRIPTION OF PAYMENT AMOUNT PAID Poor 91C&U4 5 P Iecs / e.Co &f F 'C' M F- eS Ob fs c G G 3 qt)l ' Payments that are contributions or Independent expenditures must also be summarized on Schedule D. SUBTOTAL$ % ZO Schedule E Summary 1 1. Itemized payments made this period. (Include all Schedule E subtotals .) .......................... 7 2. Unitemized payments made this period of under $100 ........................................................................................................... ............................... $ r !�? 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 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 $ _ 2? �• �, FPPC Form 460 (January105) FPPC Toll -Free Helpline: 8661ASK -FPPC (86612753772) Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE NAME OF FILER �,e Type or print in ink. Amounts may be rounded to whole dollars. CODES: If one of the following Lodes accurately describes the payment, you may enter the code CMP campaign paraphemalia/misc. MBR member communications CNS campaign consultants MTG meetings and appearances CTB contribution (explain nonmonetary)* OFC office expenses CVC civic donations PET petition circulating RL candidate filing /ballot fees PHO phone banks VD fundraising events POL polling and survey research IND independent expenditure supporting /opposing others (explain)* POS postage, delivery and messenger services LEG legal defense PRO professional services (legal, accounting) Lrr campaign literature and mailings FRT print ads NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER LD NUMBER) * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Statement covers period (� from 7'T COX] through d uW -5D,,ZCQY Otherwise, describe the payment SCHEDULEF Page A— of I.D. NUMBER RAID radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable airtime 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 VOT voter registration WEB information technology costs (internet, e-mail) (a) (b) CODE OR OUTSTANDING AMOUNT INCURRED DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD OF THIS PERIOD 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 .) ........................... 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.) ..... 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) ........................................................................ ............................... (c) (d) AMOUNTPAID OUTSTANDING THIS PERIOD BALANCE AT CLOSE (ALSO REPORT ON E) OF THIS PERIOD ... INCURRED TOTALS $ _J PAID TOTALS $ ......... _ NET $ May be a negative number FPPC Form 460 (January /05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/2753772) Instructions for Schedule F Accrued Expenses (Unpaid Bills) Report unpaid bills for goods or services on Schedule F. If the amount owed to a single vendor is $100 or more at the end of the reporting period, you must disclose the name and street address, city, state, and zip code of the payee or creditor and the ,mount incurred during the period that is outstanding at the end of the period (Column (b)). Continue reporting the accrued expense on each subsequent campaign statement until it is paid. You are not required to report on Schedule F regular administrative overhead expenses, such as rent, utilities, phones, or employee salaries if you have not received a bill in the normal course of business or if the due date for the payment is after the cicsing date of the statement. If you do not know the exact amount of a debt or obligation, provide an estimate. Once the exact amount is known, amend the estimated amount or note the correct amount on the next campaign statement. Unpaid bills of less than $100 at the end of the aporting period are added together and included in the total reported on Line 1 of the Schedule F Summary. When accrued expenses are paid, the payments are reported on Schedule E. Also report the payment on Schedule F, Column (c). Code or Description of Payment: If one of the expenditure codes listed on Schedule F fully describes the payment, enter the code. A full description of each code is provided on the back of the Schedule E Continuation Sheet. If none of the codes fully explains the expenditure, enter a brief description of the goods or services instead. There are special instructions on the back of the Schedule E Continuation Sheet for coding and describing nonmonetary contributions and independent expenditures to support/oppose other candidates, committees, and ballot measures. Accrued expenses that are nonmonetary contributions and independent expenditures must also be summarized on Schedule D when incurred. Credit Card Payments: Disclose the name, address, and amount owed or paid to the credit card company during the period. Also disclose the name, address, amount paid, and code or description of payment for each vendor paid $100 or more. You may disclose the vendor payments on Schedule For Schedule G. Payments by Agents and Independent Contractors: When an agent or independent contractor (e.g., campaign worker, advertising agency, campaign management firm) makes payments on your behalf ( "subvendor payments "), disclose the name, address, amount paid, and code o,- description of payment for each vendor paid $500 or more. Disclose amounts owed to the agent or independent contractor on Schedule 1=. You may disclose the subvendor payments on Schedule F or Schedule G. Note: It is not necessary to reitemize credit card vendors or agent subvendors on Schedule F or G when payments are made on accrued expenses, or if an accrued expense is itemized on more than one statement. Forgiveness or Third Party Payment of an Accrued Expense: If a creditor forgives or reduces an outstanding debt, or a third party pays a debt for you, report the transaction as follows: In the "Description of Payment" column, state that the debt was forgiven, reduced, or paid by a third party. • Reportthe amountforgiven, reduced, orpaid by a third party as a negative figure in the "Amount Incurred This Period" column (Column (b)). • Report a nonmonetary contribution from the creditor or third party on Schedule C. Do not report the forgiveness, reduction, orthird party payment on Schedule E. Refer to the FPPC Campaign Disclosure Manual for your type of committee for important information about recordkeeping, cash expenditures, permissible uses of campaign funds, and more FPPC Form 460 (Januarys /05) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772) Schedule G Type or print in ink. SCHEC Payments Made by an Agent or Independent Amounts may be rounded Statement covers period Contractor (on Behalf of This Committee) to whole dollars. from 421001 j t � OR 41 4, SEE INSTRUCTIONS ON REVERSE through 240D Page 7�� of NAME OF FILER I.D. NUMBER NAME OF AGENT OR INDEPENDENT CGNTAACTOR CODES: If one of the following Codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphernalia /misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and 9 appearances RFD returned contributions :TB contribution nonmoneta (explain ry)' OFC office expenses SAL campaign workers' salaries .;VC FIL civic donations candidate filing /ballot fees PET PHO petition circulating TEL t.v. or cable airtime and production costs FND fundraising events POL phone banks polling and survey research TRC TRS candidate travel, lodging, and meals staff /spouse travel, lodging, and meals IND independent expenditure supportingicpposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG LIT legal defense PRO professional services (legal, accounting) VOT voter registration campaign literature and mailings PRT P rint ads WEB information technology costs (internet, e-mail) * Payments thatare contributions or independent expenditures must also be summarized on Schedule D. NAMEAND ADDRESS OF PAYEE OR CREDITOR l (IF COMMITTEE, ALSO ENTER I D. NUMBER) I CODE OR II DESCRIPTION OF PAYMENT AMOUNT PAID Attach additional information on appropriately labeled continuation sheets. * Do not transfer to any other schedule or to the Summary Page. This total may not equal the amount paid to the agent or independent contractor as reported on Schedule E. TOTAL* $ FPPC Form 460 (January /05) FPPC Toll-Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule F Type or print in ink. Amounts may be rounded Statement covers period (Continuation Sheet) towholedollars. Accrued Expenses (Unpaid Bills) from through NAME OF FILER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. SCHEDULE F (CONT.) Page of I.D. NUMBER CMP campaign paraphernalia/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 FTID fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals independent expenditure supporting /opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor sG 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) * Payments that are contributions or independent expenditures must also be summarized on Schedule D. NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I D NUMBER) CODE OP. DESCRIPTION OF PAYMENT (a) (b) I (c) OUTSTANDING AMOUNT INCURRED 1 AMOUNT PAID BALANCE BEGINNING THIS PERIOD I THIS PERIOD OF THIS PERIOD 4 (ALSO REPORT ON E) (d) OUTSTANDING BALANCEAT CLOSE OF THIS PERIOD �I i i 1 SUBTOTALS$ $ $ $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (86612753772) Schedule H Loans Made to Others* SEE INSTRUCTIONS ON REVERSE NAME OF FILER qV �x car FULL NAME, STREET ADDRESS AND ZIP C, OF RECIPIENT (IF COMMITTEE, ALSO ENTER I.D, NUMBER) Type or print in ink. Amounts may be rounded to whole dollars. v, 1 Statement covers period from #Z ; I EG I through row IF AN INDIVIDUAL, ENTER OUTS TANDING (b) OCCUPATION AND EMPLOYER BALANCE AMOUNT REPAYMENT OR OUTSTANDING BALANCEAT INTEREST (IF SELF - EMPLOYED, ENTER BEGINNING THIS LOANED THIS FORGIVENESS CLOSE OF THIS RECEIVED NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD` PERIOD ❑ PAID FORGIVEN PATE DATE DUE PAID FORGIVEN *Loans that are contributions to another candidate or committee 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 (b) plus unitemized loans of less than $100.) 2. Payments received on loans .............................. ............................... (Total Column (c) plus unitemized payments of less than $100.) 3. Net change this period. (Subtract Line 2 from Line 1.) ..................... (Enter the net here and on the Summary Page, Column A, Line 7.) SCHEDULE H Page of �? I.D. NUMBER 06 {I) (S) ORIGINAL 9 CUMULATIVE AMOUNTOF 4444 LOANS LOAN I TO DATE CALENDAR YEAR PER ELECTION** DATE INCURRED CALENDAR YEAR RATE PER ELECTION" DATE DUE DATE INCURRED (Enter {e) on Schedule I, Line 3) ..... --............ . ..............I..- .......... -. $ " *If Required ............................................... I........................... $ ................................... ................... ............ NET $ @fay F6& rive num.'�erl FPPC Form 460 (January /05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Instructions for Schedule G Payments Made by an Agent or Independent Contractor Report payments made on your behalf during the reporting period by an agent or independent contractor (such as a campaign management firm or an advertising agency) on Schedule G. Schedule G may be completed by the agent or independent contractor and provided to you or chedule G may be completed by you from information provided by the agent or independent contractor. Report expenditures of $500 or more (other than expenditures forthe agent's or independent contractors overhead and normal operating expenses) made on your behalf during the reporting period. Once a subvendor payment has been itemized cn Schedule E, F, or G, it does not need to be itemized again. For example, if a subvendor payment is reported on Schedule F or G as part of an accrued expense, the subvendor information does not need to be reported again on subsequent reports. :ode or Description of Payment: If one of the expenditure codes listed on Schedule G fully describes the payment, enter the code. A full description of each code is provided on the back of the Schedule E Continuation Sheet. If none of the codes fully explains the expenditure, enter a brief description of the payment instead. Important: Officeholders and candidates may reimburse an agent or independent contractorfor expenditures made on their behalf only if all of the following criteria are met: • There is a written contract between the officeholder or candidate and the agent or independent contractor that provides for the reimbursement; • The treasurer is provided with a dated receipt and written description of each expenditure prior to reimbursement; and Reimbursement is paid within 4E calendar days after the agent or independent contractor makes the expenditures. Generally, if reimbursement is not paid within 45 calendar days, report the expenditure as a nonmonetary contribution on Schedule C. Refer to the FPPC Campaign Disclosure Manual for your type of committee for additional instructions. FPPC Form 460 (JanuaW05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772) Schedule I Miscellaneous Increases to Cash SEE INSTRUCTIONS ON REVERSE NAME OF FILER 9(}_ {� DATE RECEIVED vim" el FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Type or print in ink. Amounts may be rounded Statement covers period to whole dollars. from Q throug 3 ?W DESCRIPTION OF RECEIPT Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule I Summary 1. Itemized increases to cash this period ............................................................ ............................... $ 2. Unitemized increases to cash of 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 SummaryPage, Line 14.) ............................................................................................ ............................... TOTAL $ Page /�_ of J I.D. NUMBER �0 AMOUNT OF INCREASE TO CASH FPPC Form 460 (January /05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Instructions for Schedule H Loans Made to Others All loans made or outstanding are reported on Schedule H. Generally, campaign funds may be used to make loans to other candidates, officeholders, or committees (unless otherwise prohibited) and to bona fide charitable, educational, civic, religious, or .milar tax- exempt nonprofit organizations. There are restrictions on loans to any other person, including a candidate who controls the committee, or to a nonprofit organization that is affiliated wit-i a candidate, the treasurer, or other committee officials. For each loan of $100 or more that was made or was outstanding during the reporting period, disclose the recipient's name and address and, if an individual, his /her occupation and employer or, if self employed, the name of the business. Column (a) — Enter the outstanding loan balance at the beginning of this period (column (d) of last report.) If the loan was made this period, this column will be blank. ,olumn (b) — Enter the amount loaned to the ecipient during this reporting period. If this loar was made in a previous reporting period, leave blank. Column (c) — Enter the amount of any reduction of the loan during this reporting period. Check whether the loan was paid or forgiven. If the committee forgives a loan, also report the transaction on Schedule E. Column (d) — Enter the outstanding balance of the loan(s) at the close of this reporting period. Enter the due date, if any. Column (e) — Enter the interest rate and amount of interest received on :he loan(s) during this reporting period. Interest received its reported separately from payments received on the loan principal. Interest payments are also transferred to the Schedule I Summary. Column (f) — Enter the original amount of the loan and date made. If this is the first tine you are reporting 'the loan, this will be the same amount reported in Column (b). Column (q) — For each loan made during this reporting period that is a contribution,* enter the cumulative amount of contributions (loans, monetary and nonmonetary contributions) made to the recipient during the calendar year covered by the statement. If the recipient is a candidate subjectto state contribution limits, or the info - mation is required by local ordinance, also enter the total amount contributed to the candidate in connection with each limitation cycle and iden=ify the election year. (For contributions to state candidates, see the Schedule D instructions.) Schedule H Summary: The Schedule H Summary reflects the "net change" in the committee's loan activity. That is, repayments received are subtracted from new loans made. When the repayment number is larger than the amount of the new loans made, Line 3 will be a negative figure. For example, if $200 is received by the committee during the period and only $100 is made in new loans, report the net change on Line 3 as "- $100" or "($100)." Be sure to carry this figure to the Summary Page as a negative figure to be subtracted from Summary Page totals. Referto the FPPC Camoaign Disclosure Manual for yourtype of committee for important information about recordkeeping, prohibitions on cash contributions, loan restrictions, and more. *Loans that are contributions to candidates or other committees must also be reported on Schedule D. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772)