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HomeMy WebLinkAboutDan Carpenter - Form 460 - Semi-Annual,Termination - 12-15-2008Recip.,;nt Committee Type or print In ink. Date Stamp wER PAGE Campaign Statement • " Cover Page FORM (Government Code Sections 84200 - 84216.5) RECEIVEa Pag of 10 Statement covers period Date of election if applicable: ac-+,p b� l91 zoo$ (Month, Day, Year) For Official use Only from _ - SEE INSTRUCTIONS ON REVERSE through*ge°' 1 +�� iJ la ,VOV - 7 / ZOOg S�O �ITy CJEK 1. Type of Recipient Committee: All committees - Complete Parts 1, 2, 3, and 4. 2. Type of Statement: KOfficeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement Q State Candidate Election Committee Committee K Semi - annual Statement ❑ Special Odd -Year Report Q Recall (Also Complete Part S) Q Controlled 0 Sponsored Termination Statement El Supplemental Preelection (Also Complete Part 6) (Also file a Form 410 Termination) Statement -Attach Form 495 F-1 General Purpose Committee ❑ Amendment (Explain below) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee Q Political Party /Central Committee (Also Complete Part 7) 3. Committee Information COMMITTEE NAME (OR CANDIDATE'S I.D. NuJ ER �o��Z C(7(' dt"r_'l STREET ADDRESS (NO CITY STATE ZIP CODE AREA CODEIPHONE c5Ct,-\ Lves 610ryao. cj�- 93*I MAILING ADDRESS (IF DIFFERENT) NO IAND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE /PHONE Treasurer(s) & - t1i I T STATE ZIP CODE AREA CODEIPHONE OPTIONAL- FAX / E -MAIL ADDRESS OPTIONAL: FAX / E -MAIL ADDRE d°v Carder , ti �� 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the inform tain erein 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 Executed on gy Date Signature afControping oirjoehotdsr, Candidate, State Measure Proponent Executed on By Dale Signature of Controlling Ofkahoider, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (866/275 -3772) 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. If 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 the 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 your filing officer or the FPPC for assistance. Following 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 meets 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 explanation 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/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772) Type or print in ink. COVER PAGE - PART 2 Recipient Committee Campaign Statement �' Cover Page — Part 2 Page `%` of 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME O FFICEH L ER OR CANDIDATE NAME OF BALLOT MEASURE ,44f% OFFS E SOUGHT OR HELD (1 /CLUDE LOCATION AND DQd STRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT _ t - ( Me W %j U S �� D ❑ OPPOSE RESIDENT ALA3USINESS ADDRESS (NO. AND STREE CITY STATE ZIP �(J 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. COMMITTEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMM ITTEE 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 COMM ITTEE ADDRESS STREETADDRESS (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 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 Fonn 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (66612753772) 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 making 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 for the 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 courrty candidacy, she may complete one Form 460 each campaign reporting period, which she will file with the city clerk and the county elections department. In 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 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275-3772) Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Amounts may be. rounded Statement covers period Summary Page to whole dollars. ' from �-. zods is SEE INSTRUCTIONS ON REVERSE through Dor, 16J- 20o R, Page — a_ of AOL — NAME OF FILER IN +V- Contributions Received Column A Column B TOTALTHISPERIOD (FROMATTACHED SCHEDULES) CALENDARYEAR TOTALTO DATE 1. Monetary Contributions ............ ............................... Schedule A, Line 3 $ oo $ b 3 O o 2. Loans Received ....................... ............................... Schedule e, Line 3° may+ 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 110 cc $ • B 0 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 4a 5. TOTAL CONTRIBUTIONS RECEIVED ••••.•. •• ..................AddLines3 +4 $ : (:10.00 '/ '7 $ Z%. 6 7 00 Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 7. Loans Made ....... ....................... ............................... Schedule H, Line 3 8. SUBTOTALCASH PAYMENTS ..... ............................... Add Lines 6 +7 $ 13.7 Z 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 $ 3- 6-z, Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 13. Cash Receipts .................... ............................... Column A, Line 3 above 7T • �� 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 t 15. Cash Payments ............ ........................... .,....,.... Column A, Line 8 above l 'j •/�'� 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 e, 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 $ $ $ //. 6.0 0 $ 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 /-50 b S2� 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 $ [ I J $ *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) 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 the 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 be carried 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 subtractthem 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 candidates 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 be 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 for the general election, covering periods during the last six months of the year(July 1- December31). 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) f Schedule A Type or print in ink. oCHEDULE A Amounts may oe rounded Monetary Contributions Received to whole dollars. Statement covers period e ` J ' from Ud �/ ��� , FORM SEE INSTRUCTIONS ON REVERSE through ,OG. I Sj ZOD Page __�_ of NAME OF FILER VN LD. NUMBER -3 b .S7i0 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER ID NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF SELF -EMPLOYED, ENTER NAME OFBUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) �wte,4o Q / r/ c-A - ' D 2-710 {/ 0 PTY SIC. �t6 4 �•5f � /d � �O0 [' cso.h Lu,� obi c� g3yo/ [:1SCC�� %'L %b /b ReQSp Da M111" - ❑ PTY El � , � 1,u� S Ob o,CA- 917yo/ ❑scc � h. w D C] COM fi e. ❑OTH E] PTY ����, f A�v 4200 ctn Lacs obis o G 3 yc ❑SCC —16 u cto ❑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 ...................... $ q00- o o $ . ®o 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $ 170- 00 '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) 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 on Schedule B. Certain transfers between a state candidate's controlled committees are also disclosed on Schedule A. (See FPPC Campaign Disclosure Manual 1.) If a total of $100 or more is received from a single contributor 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 Manuals 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 or SCC when appropriate.) OTH -- business entities and other contributors. PTY -- contributions from political parties (including state and county central committees). SCC -- contributions from small con:ributorcommittees (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 "gone." I. 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: Refer to 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 (86612753772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period p �) from l L(.L�p� I Z� j� through �~ • - 1 ' A e Page of NAME OF FILER I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP 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 PFIO 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 (IFCOMMITTEE, ALSO ENTER I D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ............................................................................... ............................... $ 2. Unitemized payments made this period of under $100 ..........................................................................................................• ............................... $ O 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 $ �% �• SAY FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275 -3772) Instructions for Schedule E Payments Made Report payments on Schedule E (other than loans). For each payment of $100 or more made during the period, report the name and street address, city, state, and zip code of the payee or creditor, and the amount paid during the period. Payments of less than $100 during the period are reported as a lump sum on Line 2 of the Schedule E Summary. However, if two or more payments under $100 were made for a single product or service and the total paid during the period was $100 or more, itemize the total amount paid during the period. Report on Schedule E payments made on expenses that were reported on a previous statement as accrued expenses. Also report the required information on Schedule F. Code or Description of Payment: If one of the codes listed on Schedule E 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 ofthe codes fully explains the payment, leave the "Code" column blank and enter a brief description of the goods or services purchased in the "Description of Payment" column. Candidates: All payments in connection with your campaign must be made from the campaign bank account. To use personal funds for campaign purposes, you must first deposit the funds in the campaign bank account. Credit Card Payments: Disclose the name, address, and amount 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 E or 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 Csubvendor payments "), disclose the name, address, amount paid, and code or description of payment for each vendor paid $500 or more. Disclose payments to the agent or independent contractor on Schedule E. You may disclose the subvendor payments on Schedule E or Schedule G. Ownership Interests or Business Employment: A ballot measure committee that makes a payment to any business entity (1) which is owned 50 percent or more by any of the individuals listed below, or (2) in which any of the individuals listed below is an officer, partner, consultant or employee, must report that individual's name, relationship to the committee, and a description of the ownership interest or position with the business entity. Individuals covered by (1) and (2) above include: — A candidate or person contro'ling the committee; or -- An officer or employee of the committee; or -- The spouse of any of the above. Loans: Report interest paid on loans received on Line 3 of the Schedule E Summary (from Schedule B, Part 1, Column (e)). Do not report payments made on loans received on Schedule E. Report loan repayments on Schedule B. Do not report loans made to others on Schedule E. Report loans made on Schedule H. Savings Accounts /Certificates of Deposit/Money Market Accounts: Do not report transfers of campaign funds into savings accounts, certificates of deposit, money market accounts, or the purchase of any other asset that can readily be converted to cash on Schedule E. Continue reporting these amounts as part of your cash on hand on the Summary Page. Additional Important Information: Referto the FPPC Campaign Disclosure Manual for your type of committee for important information about recordkeeping, returning contributions, prohibitions on cash expenditures, permissible uses of campaign funds, and more. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule E CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID SCHE. - �E(CONT.) (Continuation Sheet) Type or print in ink. Amounts may be rounded Statement covers period CALIFORNIA 460 Payments Made to whole dollars. ` from i. 40 L3P� J � f 2ac& FORM ffrjt. L%X1 -4 tA� emu« At � •r. 0 10 Jr-10 Of -�/ 0 1 06 3 / 9� . cf�- o I., Bra. P GA- Z k CQw� `'°� ' / V r/ Y V 2 2. { Lam/ * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ O y2 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Instructions for Schedule E (Continued) Payments Made Codes: CMP: Campaign paraphernalia /misc. Lawr, signs, buttons, bumper stickers, T- shirts, potholders, etc. Includes costs of election night event. CNS: Campaign consultants. Fees and commissions paid to professional campaign management or consulting firms. CTB: Contributions. Contributions made to other candidates and committees. Use "CTB" for direct monetary contributions. For nonmonetary (in -kind) contributions, use "CTB" and, if one of the other codes accurately describes the expenditure, you may enter that code also. Otherwise, describe the payment. Also provide the name of the candidate or committee that received the nonmonetary contribution in the "Description of Payment" column.* CVC: Civic donations. Donations to civic, nonprofit or education organizations; payments for community events. FIL: Candidate Filing /Ballot Fees. Payments to election officials for candidate filing fees and fees charged for publication of a ballot statement. FND: Fundraising events. Expenditures associated with holding a fundraising event, including payments for event space to hotels or halls, payments forfood and beverages to restaurants, caterers and other vendors, and payments for speakers, entertainment, and decorations. Includes costs of house parties. (Use "LIT" for costs of invitations, brochures, and solicitations associated with fundraising events.) IND: Independent expenditures. Payments for communications that support/oppose other candidates or measures that are not made in consultation or coordination with the candidates or a ballot measure committee. Use "IND" and, if one of the other codes accurately describes the independent expenditure, you may enter that code also. Otherwise, describe the payment. Also provide the name of the candidate or ballot measure supported or opposed by the expenditure.* LEG: Legal Defense. Attorney or other fees paid for legal defense. LIT: Campaign literature and mailings. Preparation, production, and distribution of campaign literature, direct mail pieces, fundraising solicitations, and door hangers. Includes costs of mailing lists, design /graphics, copy and layout, printing and photocopying. Includes payments to be on a slate mailer, and for absentee ballot mailers. MBR: Member Communications. Payments for communications to members, employees, or shareholders of an organization, ortheirfamily members, forthe purpose of supporting or opposing a candidate or ballot measure. MTG: Meetings and appearances. Costs associated with meetings, press ccnferences, town halls, constituent meetings, etc. OFC: Office expenses. Expenditures for office rent; utilities (including cellular phcne service); purchase or rental of office equipment (computer, fax, photocopier, etc.) and furniture; office supplies, etc. PET: Petition circulating. Includes payments for printing petitions and payments to signature gathering firms for ballot measure qualification drives. PHO: Phone banks. Costs of phone banks. POL: Polling and survey research. Costs of designing and conducting polls, reports on election trends, voter surveys, etc. POS: Postage, delivery and messenger services. Includes U.S. Postal Service, Federal Express, United Parcel Service, and other delivery and courier services. PRO: Professional services. Includes legal, accounting, and bookkeeping services. PRT: Print space and production costs. Includes advertising space in newspapers, magazines and other publications, and billboard ads. RAD: Radio airtime and production costs. RFD: Returned contributions. SAL: Campaign workers salaries. Includes state and federal payroll taxes. TEL: Television or cable airtime and video production costs. TRC: Candidate travel. Payments or reimbursements for travel, lodging, and meals of a candidate. TRS: Staff /spouse travel. Payments or reimbursements for travel, lodging, and meals of a candidate's representative (staff), or member of the candidate's household. TSF: Transfers. Only use this code to report the transfer of funds to another authorized committee of the same candidate or sponsoring organization. Report funds this committee gives to other committees on Schedule E, as contributions ( "CTB ") to those committees, not as transfers. VOT: Voter registration costs. WEB: Information technology costs. Includes payments for website design, e-mail, intemet access, production ofwebsite and e-mail advertising. *Payments that are contributions or independent expenditures to support or oppose other candidates, measures, and committees must also be summarized on Schedule D. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 666 /ASK -FPPC 1296/275 -3772)