Recipient Committee Campaign Statement 460 Forms... · Recipient Committee Campaign Statement The Form 460 is for use by all recipient committees, including: Candidates, Officeholders

FPPC Form 460 (Jan/2016)FPPC Advice: [email protected] (866/275-3772)

www.fppc.ca.gov

460CALIFORNIAFORM

Recipient CommitteeCampaign Statement

The Form 460 is for use by all recipient committees, including:Candidates, Officeholders and Their Controlled Committees• Acandidateorofficeholderwhohasacontrolled

committee,orwhohasraisedorspentorwillraiseorspend$2,000ormoreduringacalendaryearinconnectionwithelectiontoofficeorholdingoffice.TheForm460isalsorequiredif$2,000ormorewillberaisedorspentduringthecalendaryearatthebehestoftheofficeholderorcandidate.

Primarily Formed Ballot Measure Committees• Aperson,entity,ororganizationthatreceives

contributionstotaling$2,000ormoreduringacalendaryearfortheprimarypurposeofsupportingoropposingthequalification,passage,ordefeatofasingleballotmeasureortwoormoremeasuresbeingvotedoninthesamecity,county,multi-countyorstateelection.

Primarily Formed Candidate/Officeholder Committees• Aperson,entity,ororganizationthatreceives

contributionstotaling$2,000ormoreduringacalendaryeartosupportoropposeasinglecandidateorofficeholder,ortwoormorecandidatesorofficeholderswhoarebeingvoteduponinthesamecity,county,ormulti-countyelection.Thistypeofcommitteeisnotcontrolledbythecandidate(s)orofficeholder(s).

General Purpose Committees• Aperson,entity,ororganizationthatreceives

contributionstotaling$2,000ormoreduringacalendaryeartosupportoropposevariouscandidatesandmeasures(e.g.,politicalparties,politicalactioncommittees).

Non-controlledcommitteesthatdonotreceivecontributions,loans,ormiscellaneousreceiptstotaling$100ormorefromasinglesourceduringacalendaryearmayuseForm450–RecipientCommitteeCampaignStatement–ShortForm.

Note:RefertotheStatementofOrganization,Form410,forguidancetodeterminethetypeofcommittee.

Use the Form 460 to file any of the following:• PreelectionStatement• Semi-annualStatement• QuarterlyStatement• SpecialOdd-YearReport• TerminationStatement• Amendmenttoapreviouslyfiledstatement

Note:MarkthepreelectionstatementboxifacommitteefilesamonthlyreportinconnectionwithaLAFCOproposal.

Seereverseforgeneralguidanceonwheretofilethisform.

Contribution Limits: Candidatesforelectivestateofficearesubjecttostatecontributionlimits.Contributionsreceivedbycommitteesforthepurposeofmakingcontributionstocandidatesforelectivestateofficearealsosubjecttolimits.Achartidentifyingthelimitsislocatedatwww.fppc.ca.gov.Inaddition,localcandidatesmaybesubjecttocontributionlimitsimposedbylocalordinance.Questionsconcerninglocallimitsshouldbeaddressedtoelectionofficialsinthelocaljurisdiction.

ThisformwaspreparedbytheFairPoliticalPracticesCommission(FPPC).FordetailedinformationoncampaignreportingrequirementsandtheInformationPracticesActof1977,seetheFPPCCampaignDisclosureManualforyourtypeofcommittee(availablefromyourfilingofficerortheFPPC).Campaignfilingdeadlines,forms,andotherinformationalmaterialsareavailableontheFPPCwebsite(www.fppc.ca.gov).


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Instructions forRecipient CommitteeCampaign Statement

Where to File:Ingeneral,statecommitteesfilewiththeSecretaryofStateandlocalcommitteesfilewiththefilingofficerofthelocaljurisdiction.

State Committees:

Statecommitteesincludestatecandidatesandofficeholders,alljudicialcandidatesandjudges,committeesthatsupportoropposestatecandidatesandballotmeasures(e.g.PACs,politicalparties),committeesthatsupportoropposecandidatesandballotmeasureinmorethanonecountyandcandidatesandcommitteesformedforCalPERSorCalSTRSelections.

Secretary of State PoliticalReformDivision 150011thStreet,Room495 Sacramento,CA95814 Phone(916)653-6224 Fax(916)653-5045 www.sos.ca.gov

Additional Copies:

• Acopyofthisformmustalsobefiledwithastatecandidate’scountyofdomicile’sfilingofficer,ifthestatecandidatecommitteedoesnotfileForm460electronicallywiththeSecretaryofState.

• Acopyofthisformmustalsobefiledwithalocalfilingofficerifthecommitteeiscontrolledbyacandidateforstateelectiveofficeandthecommitteeisformedforalocalelection.

• AcopyofthisformmustalsobefiledwiththerelevantCalPERSorCalSTRSofficeifthecommitteeisacandidatecontrolledoraprimarilyformedcommitteeforaCalPERS

orCalSTRSelection.AcandidateseekingaCalPERSorCalSTRSelectionisnotrequiredtofileacopyofthestatementwiththecandidate’scountyofdomicile.

Local Committees:

• Electedofficersandcandidatesforlocalagenciesthathavejurisdictionintwoormorecountiesandcommitteesthatsupportoropposecandidatesorlocalmeasuresbeingvotedoninoneofthesejurisdictions,fileanoriginalandonecopywiththeelectionofficialforthecountywiththelargestnumberofregisteredvotersinthedistrictandonecopywiththeircountyofdomicile.

• Electedcountyofficeholdersandcandidatesforcountyoffices,andcommitteesthatsupportoropposecandidatesorballotmeasuresbeingvotedonwithinasinglecounty,fileanoriginalandonecopywiththeelectionofficialforthatcounty.

• Electedcityofficeholdersandcandidatesforcityoffices,andcommitteesthatsupportoropposecandidatesandballotmeasuresinasinglecity,fileanoriginalandonecopywiththecityclerk.

Fast Facts:Paper Copies: Mostcommitteesmustfiletheoriginalandonecopyinpaperformatwiththedesignatedfilingofficer.Moststatecommitteesmustalsofileanelectronicversion.Somelocaljurisdictionsalsorequireelectronicsubmissions.

Electronic Filing:StatecommitteesmustfileelectronicreportswiththeSecretaryofStateif

CALIFORNIAFORM 460

thecommitteereceivescontributionsormakesexpenditurestotaling$25,000ormore.

General Purpose Committees:FPPCregulation18227.5setsouttheproceduresfordeterminingwhetheracommitteeshouldfilewiththestate,countyorcityelectionsoffice.Ingeneral,suchcommitteesfilewiththeSecretaryofStateunlessthecommitteemakesmorethan70%ofitscontributionsandexpendituresinconnectionwithacityelectionorcountyelection.Theregulationsetsoutreviewtimelinesandexceptions.Acommitteecannotknowinglyfileinanincorrectjurisdictionwiththeintentionofavoidingtheappropriatelegaldisclosuretothepublic.Committeesthatchangejurisdictionsfileinbothjurisdictionsuntiltheendofthecalendaryear.

LAFCO Proposals:CommitteesprimarilyformedtosupportoropposeaLAFCOproposalfilethisformwiththecountyelectionsofficeinthecountythattheproposalmaybevotedupon.Onceaproposalislistedonaballot,acommitteewillfileasamulti-county,countyorcitycommittee.

Statement of Organization:AcommitteemustmakecertainthatitsStatementofOrganization,Form410,iscurrentandcorrect.Thisformincludesinformationsuchasacandidate’syearofelectionandthenameofthecommittee’sprincipalofficersaswellasotherimportantinformationregardingthecommittee’sformation.InformationlistedonaForm460mustbethesameasthatdisclosedontheForm410.

4. VerificationIhaveusedallreasonablediligenceinpreparingandreviewingthisstatementandtothebestofmyknowledgetheinformationcontainedhereinandintheattachedschedulesistrueandcomplete.IcertifyunderpenaltyofperjuryunderthelawsoftheStateofCaliforniathattheforegoingistrueandcorrect.

By SignatureofTreasurerorAssistantTreasurer

By SignatureofControllingOfficeholder,Candidate,StateMeasureProponentorResponsibleOfficerofSponsor

By SignatureofControllingOfficeholder,Candidate,StateMeasureProponent

By SignatureofControllingOfficeholder,Candidate,StateMeasureProponent

Executedon Date

Executedon Date

Executedon Date

Executedon Date

SEEINSTRUCTIONSONREVERSE

Date of election if applicable:(Month,Day,Year)

Recipient CommitteeCampaign StatementCover Page

ForOfficialUseOnly

Page of

COVERPAGE

CALIFORNIAFORM

DateStamp

3. Committee InformationCOMMITTEENAME(ORCANDIDATE’SNAMEIFNOCOMMITTEE)

MAILINGADDRESS(IFDIFFERENT)NO.ANDSTREETORP.O.BOX

Statement covers period

from

through

1. Type of Recipient Committee: All Committees – Complete Parts 1, 2, 3, and 4.

STREETADDRESS(NOP.O.BOX)

CITY STATE ZIPCODE AREACODE/PHONE

Treasurer(s)NAMEOFTREASURER

NAMEOFASSISTANTTREASURER,IFANY

MAILINGADDRESS


460


OPTIONAL:FAX/E-MAILADDRESS

MAILINGADDRESS


OPTIONAL:FAX/E-MAILADDRESS

I.D.NUMBER

2. Type of Statement: PreelectionStatement Semi-annualStatement TerminationStatement (AlsofileaForm410Termination) Amendment(Explainbelow)

QuarterlyStatement SpecialOdd-YearReport

PrimarilyFormedBallotMeasureCommittee

Controlled Sponsored (Also Complete Part 6)

Officeholder,CandidateControlledCommittee StateCandidateElectionCommittee Recall (Also Complete Part 5)

PrimarilyFormedCandidate/ OfficeholderCommittee (Also Complete Part 7)

GeneralPurposeCommittee Sponsored SmallContributorCommittee PoliticalParty/CentralCommittee


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Instructions forRecipient CommitteeCampaign Statement – Cover Page

Period Covered by a Statement:The“periodcovered”byacampaignstatementbeginsthedayaftertheclosingdateofthelastcampaignstatementfiled.Forexample,iftheclosingdateofthelaststatementwasSeptember30,thebeginningdateofthenextstatementwillbeOctober1.

Ifthisisthecommittee’sfirstcampaignstatement,beginwithJanuary1ofthecurrentcalendaryear.

Theclosingdateofthestatementdependsonthetypeofstatementyouarefiling.

Date of Election:Ifyouarefilingthisstatementasapreelectionstatementinconnectionwithanelection,enterthedateoftheelection.

Type of Recipient Committee:Checkoneboxtoindicatethetypeofcommitteefilingthestatement.Generaldescriptionsareprovidedonthecoversheettothisform,orcontactyourfilingofficerortheFPPCforassistance.Followingaresomeadditionalguidelines:

Controlled Committee• Acontrolledcommitteeisonethatiscontrolled

byacandidate,officeholderor,inthecaseofastateballotmeasurecommittee,bytheproponentofthemeasure.Acommitteeis“controlled”ifthecandidate,officeholder,orproponent,hisorheragent,oranyothercommitteeheorshecontrols,hasasignificantinfluenceontheactionsordecisionsofthecommittee.

Sponsored Committees• Asponsoredcommitteeisonethathasa

sponsor—abusinessentity,organization,union,orotherentity—thatmeetscertaincriteria.Sponsoredballotmeasurecommitteesandgeneralpurposecommitteesmustincludethenameofthesponsorinthenameofthecommittee.

Small Contributor Committees• Thistermissignificantonlyifthecommittee

makescontributionstocandidatesrunningforelectivestateoffice.

Type of Statement:Checktheappropriatebox(es)toindicatethetypeofstatementyouarefiling(oramending).

Amendments:Ifyouarefilinganamendmenttoapreviouslyfiledstatement,giveabriefexplanationoftheamendmentandlisttheschedulesbeingamended.Includeanamendedsummarypage,ifapplicable.Besuretoentertheperiodcoveredofthestatementyouareamending.

Termination:AcommitteemustcontinuefilingcampaignstatementseachyearuntilitiseligibletoterminateandfilesaForm410Termination.Mostofficeholdersmustcontinuefilingcampaignstatementsuntiltheyhaveterminatedallcontrolledcommitteesandhaveleftoffice.

Committee I.D. Number:IfthecommitteehasnotyetreceivedanidentificationnumberfromtheSecretaryofState,enter“NotYetReceived.”FileForm410toobtainanI.D.Number.

Verification:Thestatementmustbesignedbythecommitteetreasurerortheassistanttreasurernamedonthecommittee’sStatementofOrganization(Form410).Anofficeholder,candidate,orstatemeasureproponentwhocontrolsthecommitteemustalsosignthestatement.Iftwoorthreeofficeholders,candidates,orproponentscontrolthecommittee,eachmustsignthestatement.Ifmorethanthreecontrolthecommittee,onemaysignonbehalfoftheothers.

Undercertaincircumstances,theresponsibleofficerofasponsoringorganizationmustsignthestatement.

Additional Important Information:RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforinformationabout:

• When,where,andwhattypeofstatementsthecommitteeisrequiredtofile.

• Closingdateofcampaignstatements.

• Sponsoredcommitteecriteria.

• Terminationcriteria.

• Recordkeepingrequirementsandprohibitions.

CALIFORNIAFORM 460

Page of

COVERPAGE-PART2

CALIFORNIAFORM

Recipient CommitteeCampaign StatementCover Page — Part 2

460

5. Officeholder or Candidate Controlled CommitteeNAMEOFOFFICEHOLDERORCANDIDATE

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.

NAMEOFTREASURER

COMMITTEENAME

YES NO

I.D.NUMBER

CONTROLLEDCOMMITTEE?

COMMITTEEADDRESS STREETADDRESS(NOP.O.BOX)


OFFICESOUGHTORHELD(INCLUDELOCATIONANDDISTRICTNUMBERIFAPPLICABLE)

RESIDENTIAL/BUSINESSADDRESS(NO.ANDSTREET) CITY STATE ZIP

NAMEOFTREASURER

COMMITTEENAME

YES NO

I.D.NUMBER

CONTROLLEDCOMMITTEE?

COMMITTEEADDRESS STREETADDRESS(NOP.O.BOX)


6. Primarily Formed Ballot Measure CommitteeNAMEOFBALLOTMEASURE

DISTRICTNO.IFANY

Identify the controlling officeholder, candidate, or state measure proponent, if any.

NAMEOFOFFICEHOLDER,CANDIDATE,ORPROPONENT

OFFICESOUGHTORHELD

JURISDICTIONSUPPORTOPPOSE

BALLOTNO.ORLETTER

7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed.

NAMEOFOFFICEHOLDERORCANDIDATE

NAMEOFOFFICEHOLDERORCANDIDATE OFFICESOUGHTORHELD

OFFICESOUGHTORHELDSUPPORTOPPOSE

SUPPORTOPPOSE

NAMEOFOFFICEHOLDERORCANDIDATE OFFICESOUGHTORHELDSUPPORTOPPOSE

Attach continuation sheets if necessary

NAMEOFOFFICEHOLDERORCANDIDATE OFFICESOUGHTORHELDSUPPORTOPPOSE


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Instructions forRecipient CommitteeCampaign Statement – Cover Page

Officeholder or Candidate Controlled Committee:Candidatesmusthaveaseparatebankaccountandcommitteetorunfordifferentelectiveoffices.Acandidatewhoisrequiredtofilecampaignstatementsinconnectionwithmorethanoneelectiveofficebutisonlyreceivingcontributionsandmakingexpendituresforoneoftheoffices,mayincludebothofficesononeForm460.InPart5ofthecoverpage,enterthecandidate’snameandunder“OfficeSoughtorHeld,”identifyeachoffice,andstatewhetherthecandidateisseekingorholdingtheoffice.TheForm460mustbefiledwiththeappropriatefilingofficer(s)foreachoffice.

Forexample,acitycouncilmemberisraisingfundstorunforthecountyboardofsupervisors.Shehasnocommitteeandisnotraisingorspendingfundsinconnectionwiththecityoffice,andhasformedacontrolledcommitteeforthecountyoffice.Tocomplywiththerequirementstofilecampaignstatementsforbothhercityofficeandhercountycandidacy,shemaycompleteoneForm460eachcampaignreportingperiod,whichshewillfilewiththecityclerkandthecountyelectionsdepartment.InPart5oftheForm460CoverPage,under“OfficeSoughtorHeld,”shewillstatethatsheisholdingtheofficeofcitycouncilmember(includingthenameofthecity)andthatsheisseekingaseatontheboardofsupervisors(includingthenameofthecounty).

CALIFORNIAFORM 460

Ballot Measure Committee:Part6oftheForm460CoverPagemustbecompletedbycommitteesthatareprimarilyformedtosupportoropposethequalificationorpassageofasingleballotmeasureortwoormoremeasuresbeingvotedoninthesamecity,county,multicounty,orstateelection.A“generalpurpose”ballotmeasurecommittee(onethatsupportsoropposesavarietyofstateand/orlocalballotmeasures)isnotrequiredtocompletePart6.

SEEINSTRUCTIONSONREVERSENAMEOFFILER

Campaign Disclosure StatementSummary Page

Page of

Amounts may be roundedto whole dollars.

I.D.NUMBER

Current Cash Statement12.BeginningCashBalance............................ Previous Summary Page, Line 16 $

13.CashReceipts........................................................... Column A, Line 3 above

14.MiscellaneousIncreasestoCash.................................. Schedule I, Line 4

15.CashPayments......................................................... Column A, Line 8 above

16.ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $

If this is a termination statement, Line 16 must be zero.

CALIFORNIAFORM

SUMMARYPAGE

Expenditures Made6. PaymentsMade................................................................ Schedule E, Line 4 $ $

7. LoansMade....................................................................... Schedule H, Line 3

8. SUBTOTALCASHPAYMENTS.......................................... Add Lines 6 + 7 $ $

9. AccruedExpenses(UnpaidBills)..........................................Schedule F, Line 3

10.NonmonetaryAdjustment.........................................................Schedule C, Line 3

11.TOTALEXPENDITURESMADE........................................ Add Lines 8 + 9 + 10 $ $

17.LOANGUARANTEESRECEIVED................................ Schedule B, Part 2 $

Cash Equivalents and Outstanding Debts18. CashEquivalents................................................ See instructions on reverse $

19. OutstandingDebts.............................. Add Line 2 + Line 9 in Column B above $

Contributions Received

1. MonetaryContributions................................................... Schedule A, Line 3 $ $

2. LoansReceived................................................................ Schedule B, Line 3

3. SUBTOTALCASHCONTRIBUTIONS.............................. Add Lines 1 + 2 $ $

4. NonmonetaryContributions............................................ Schedule C, Line 3

5. TOTALCONTRIBUTIONSRECEIVED....................................Add Lines 3 + 4 $ $

460Statement covers period

from

through

Column BCALENDARYEARTOTALTODATE

Column ATOTALTHISPERIOD

(FROMATTACHEDSCHEDULES)

Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through6/30 7/1 toDate

20. Contributions Received $ $

21. Expenditures Made $ $

Expenditure Limit Summary for State Candidates

*AmountsinthissectionmaybedifferentfromamountsreportedinColumnB.

DateofElection(mm/dd/yy)

TotaltoDate

22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit)

TocalculateColumnB,addamountsinColumnAtothecorrespondingamountsfromColumnBofyourlastreport.SomeamountsinColumnAmaybenegativefiguresthatshouldbesubtractedfrompreviousperiodamounts.Ifthisisthefirstreportbeingfiledforthiscalendaryear,onlycarryovertheamountsfromLines2,7,and9(ifany).

/ /

/ /

$

$


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TheSummaryPageprovidesanoverviewofthecommittee’sfinancialactivitiesandiscompletedforeachfiling.

Column AreflectsactivitiesduringthecurrentreportingperiodasreportedonSchedulesAthroughH.Itisnotnecessarytoattachablankscheduleiftherehasbeennoreportableactivityduringtheperiod,butitisnecessarytoenterazeroortheword“none”ontheappropriatelineinColumnAoftheSummaryPage.

Column BfiguresshouldreflectthecumulativetotalsinceJanuary1ofthecurrentcalendaryear.*AddthetotalsfromColumnBofthecommittee’slastcampaignstatement(ifany)tothecorrespondingamountsinColumnA.Ifthisisthefirstreportbeingfiledforacalendaryear,onlycarryforwardtheamountsreportedonLines2,7,and9ofColumnB(ifany)fromthecommittee’slaststatement.(Note:TheamountsreportedonLines2,7,and9ofColumnBshouldbethesameasthetotaloutstandingamountsdisclosedincolumn(d)ofSchedulesB,F,andH,respectively,ofthecurrentreport.)

Whenloans(SchedulesBandH)andaccruedexpenses(ScheduleF)arepaid,thefigurestobecarriedfromtheschedulestoLines2,7,and9ofColumnAmaybenegativenumbers.Inthiscase,besuretoshowthemasnegativefiguresontheSummaryPage(e.g.,withaminussign(-)orinparentheses),andsubtractthemwhentotalingColumnsAandB.

*Thereareexceptionstothecalendaryear“cumulationperiod”forcandidateelectionsandballotmeasureelectionsheldinJanuaryandearlyFebruary,andforballotmeasurequalification

activities.ConsulttheFPPCCampaignDisclosureManualforyourtypeofcommitteeforadditionalinformation.

Current Cash Statement:Lines12-16oftheSummaryPageshouldaccuratelyreflectyourcurrentcashposition.Beginningandendingcashbalancesshouldincludethetotalamountoffundsinyourcampaigncheckingandsavingsaccounts,plusanyinvestmentsthatcanbereadilyconvertedtocash,suchascertificatesofdeposit,moneymarketaccounts,stocksandbonds,etc.(Officeholdersandcandidatesaresubjecttobankaccountrestrictions,andallcommitteesshouldreadtheFPPCCampaignDisclosureManualregardingappropriateusesofcampaignfunds.)

Line12(BeginningCashBalance)mustbethesameastheendingcashbalancereportedonLine16ofyourpreviousstatement’sSummaryPage.Ifthisisyourfirstcampaignstatement,enterzeroonLine12.

Line16(EndingCashBalance)isthetotalofLines12,13,and14,minusLine15.

If you are filing a termination statement, Line 16 must be zero.

Cash Equivalents:“Cashequivalents”includeinvestmentsthatcannotbereadilyconvertedtocash,aswellasthebalancedueonalloutstandingloansthecommitteehasmadetoothers(fromLine7ofColumnBoftheSummaryPage).Investmentsthatcanbereadilyconvertedtocash,suchascertificatesofdepositormoneymarketfunds,shouldbeincludedinthecash

onhandfiguresonLines12and16oftheSummaryPage.

Summary for Primary and General Elections (Lines 20 and 21):Thissectionisonlyforcommitteesthatare:• Controlledbyacandidatewhoisbeingvotedon

inboththestateprimaryandgeneralelections(doesnotapplytocontrolledballotmeasurecommittees);or

• Primarilyformedtosupportoropposecandidatesbeingvotedoninboththestateprimaryandgeneralelections.

Completethissummaryonthepreelectionandsemi-annualstatementsforthegeneralelection,coveringperiodsduringthelastsixmonthsoftheyear(July1–December31).

Expenditure Ceiling Summary for State Candidates (Line 22):Candidatesforelectivestateofficewhohaveacceptedthevoluntaryexpenditureceilingforaparticularelectionmustdisclosethetotalamountofexpendituresmadethroughtheendofthereportingperiodthataresubjecttotheexpenditureceilingfortheelection.Reportthedateoftheelectionandtotalamountexpendedforthatelection.Reporttotalsfortheprimaryandgeneralelectionsseparately.Thisinformationisnolongerrequirediftheexpenditureceilinghasbeenlifted.(SeeFPPCCampaignDisclosureManual1.)

Instructions forSummary PageCampaign Disclosure Statement

CALIFORNIAFORM 460

Schedule AMonetary Contributions Received

Page of


PERELECTIONTODATE

(IFREQUIRED)

CUMULATIVETODATECALENDARYEAR(JAN.1-DEC.31)

AMOUNTRECEIVEDTHIS

PERIOD

IFANINDIVIDUAL,ENTEROCCUPATIONANDEMPLOYER(IFSELF-EMPLOYED,ENTERNAME

OFBUSINESS)

DATERECEIVED

SEEINSTRUCTIONSONREVERSENAMEOFFILER I.D.NUMBER

SCHEDULEA

SUBTOTAL $

CALIFORNIAFORM


from

through

Schedule A Summary1.Amountreceivedthisperiod–itemizedmonetarycontributions.

(IncludeallScheduleAsubtotals.).........................................................................................................$

2.Amountreceivedthisperiod–unitemizedmonetarycontributionsoflessthan$100...........................$

3.Totalmonetarycontributionsreceivedthisperiod.(AddLines1and2.EnterhereandontheSummaryPage,ColumnA,Line1.)......................TOTAL$

FULLNAME,STREETADDRESSANDZIPCODEOFCONTRIBUTOR(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

CONTRIBUTORCODE*

*ContributorCodesIND–IndividualCOM–RecipientCommittee (otherthanPTYorSCC)OTH–Other(e.g.,businessentity)PTY–PoliticalPartySCC–SmallContributorCommittee

INDCOMOTHPTYSCC

460

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC


www.fppc.ca.gov


www.fppc.ca.gov

Reportmonetarycontributions(exceptloans)receivedduringthereportingperiodonScheduleA.AlsoreportonScheduleAifacontributorforgivesaloanforyourcommitteeorathirdpartypaysaloanforyourcommittee.LoansreceivedduringtheperiodarereportedonScheduleB.Certaintransfersbetweenastatecandidate’scontrolledcommitteesarealsodisclosedonScheduleA.(SeeFPPCCampaignDisclosureManual1.)

Ifatotalof$100ormoreisreceivedfromasinglecontributorduringacalendaryear,reportthename,streetaddress,city,stateandzipcodeofthecontributor,theamountcontributedthisperiod,andthecumulativeamountreceivedfromthecontributorsinceJanuary1ofthecurrentcalendaryear.*Includemonetaryandnonmonetarycontributionsandloanswhenreportingthecumulativeamount.

Contributionstotalinglessthan$100receivedfromasinglecontributorduringacalendaryeararereportedasalumpsumonLine2oftheScheduleASummary.

*Thereareexceptionstothecalendaryear“cumulationperiod”forcandidateelectionsandballotmeasureelectionsheldinJanuaryandearlyFebruary,andforballotmeasurequalificationactivities.(SeetheFPPCCampaignDisclosureManualsforcandidatesandballotmeasurecommittees.)

Date Received:Amonetarycontributionhasbeenreceivedwhenthecandidateorcommittee,oranagentofthecandidateorcommittee,receivesorobtainscontrolofthecheckorothernegotiableinstrument.Therearespecialrulesforreportingthedatecontributionsarereceivedbyacommitteethatcollectscontributionsthroughemployeepayrolldeductions

ormembershipduesandcontributionsreceivedelectronically(e.g.,creditcard,text).

Contributor Codes:Foreachitemizedcontributor,checktheapplicablecontributorcode:

IND– contributionsfromanyindividual’spersonalfunds.

COM–contributionsfromothercommitteesthatreceivecontributions.ThesecommitteeswillhaveanidentificationnumberassignedbytheSecretaryofState.Examples:politicalactioncommittees,othercandidates’committees.(StatecommitteesshouldusePTYorSCCwhenappropriate.)

OTH–businessentitiesandothercontributors.

PTY–contributionsfrompoliticalparties(includingstateandcountycentralcommittees).

SCC–contributionsfromsmallcontributorcommittees(applicableonlytostatecandidatesandcommittees).

Contributions from Individuals:Whenitemizingacontributionfromanindividual,alsodisclosethecontributor’soccupationandthenameofhisorheremployer.Ifthecontributorisself-employed,providethenameofhisorherbusiness.Ifthecontributorisnotemployed,enter“none.”

Itisnotnecessarytoenteroccupationandemployerinformationforothertypesofcontributors(suchasbusinessentities).

Missing Contributor Information:Acontributionof$100ormoremustbereturnedtothecontributorwithin60daysiftherecipientdoesnotobtainthecontributor’saddress,occupationandemployer.

Contributions from Committees:Whenitemizingacontributionfromanotherrecipientcommittee,disclosetheidentificationnumberassignedtothatcommitteebytheSecretaryofStateinadditiontoitsnameandaddress.IfnoIDnumberhasbeenassigned,providethenameandaddressofthatcommittee’streasurer.

Intermediaries:Ifyoureceiveacontributionthroughanintermediary(i.e.,youhavereceivedacontributioncheckfromapersonotherthanthetruesourceofthefunds),disclosealloftherequiredinformationforboththeintermediaryandtheactualcontributor.

Per Election to Date:Candidatessubjecttostatecontributionlimits(orifrequiredbylocalordinance)mustdisclosethecumulativeamountreceivedfromeachcontributorduringthelimitationcycleinadditiontothecalendaryearcumulativeamount.(CandidatesforelectivestateofficeshouldrefertoFPPCCampaignDisclosureManual1.)

Additional Important Information:RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforimportantinformationaboutaggregatingmonetaryandnonmonetarycontributions,recordkeeping,prohibitionsoncashcontributions,returningcontributions,andmore.

Instructions forSchedule AMonetary Contributions Received

CALIFORNIAFORM 460

Page of


NAMEOFFILER

Schedule A (Continuation Sheet)Monetary Contributions Received

I.D.NUMBER

SCHEDULEA(CONT.)Statement covers period

from

through

CALIFORNIAFORM 460

PERELECTIONTODATE

(IFREQUIRED)


AMOUNTRECEIVEDTHIS

PERIOD

IFANINDIVIDUAL,ENTEROCCUPATIONANDEMPLOYER(IFSELF-EMPLOYED,ENTERNAME

OFBUSINESS)

DATERECEIVED

SUBTOTAL $

FULLNAME,STREETADDRESSANDZIPCODEOFCONTRIBUTOR(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

CONTRIBUTORCODE*


INDCOMOTHPTYSCC

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC


www.fppc.ca.gov

IND COM OTH PTY SCC


from

throughI.D.NUMBER

SCHEDULEB-PART1Amounts may be roundedto whole dollars.Schedule B – Part 1

Loans Received

Page of

SUBTOTALS $


CALIFORNIAFORM 460

$ $

IFANINDIVIDUAL,ENTEROCCUPATIONANDEMPLOYER

(IFSELF-EMPLOYED,ENTERNAMEOFBUSINESS)

INTERESTPAIDTHISPERIOD

CUMULATIVECONTRIBUTIONS

TODATE

FULLNAME,STREETADDRESSANDZIPCODEOFLENDER

(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

ORIGINALAMOUNTOF

LOAN

OUTSTANDINGBALANCE

BEGINNINGTHISPERIOD

AMOUNTRECEIVEDTHIS

PERIOD

AMOUNTPAIDORFORGIVENTHISPERIOD

OUTSTANDINGBALANCEAT

CLOSEOFTHISPERIOD

(b) (c) (e)

$

DATEINCURRED

(Enter(e)onScheduleE,Line3)

CALENDARYEAR

$

PERELECTION

$

%RATE

$

*AmountsforgivenorpaidbyanotherpartyalsomustbereportedonScheduleA.**Ifrequired.

Schedule B Summary1. Loansreceivedthisperiod....................................................................................................................$ (TotalColumn(b)plusunitemizedloansoflessthan$100.)

2. Loanspaidorforgiventhisperiod.........................................................................................................$ (TotalColumn(c)plusloansunder$100paidorforgiven.) (IncludeloanspaidbyathirdpartythatarealsoitemizedonScheduleA.)

3. Netchangethisperiod.(SubtractLine2fromLine1.)..............................................................NET $ EnterthenethereandontheSummaryPage,ColumnA,Line2. (Maybeanegativenumber)

(a) (d)

$ $

(f) (g)

PAID

$

FORGIVEN

$

$

DATEDUE

$

$

DATEINCURRED

CALENDARYEAR

$

PERELECTION

$

%RATE

$ $ $

PAID

$

FORGIVEN

$

$

DATEDUE

$

DATEINCURRED

CALENDARYEAR

$

PERELECTION

$

%RATE

$ $ $

PAID

$

FORGIVEN

$

$

DATEDUE

IND COM OTH PTY SCC

IND COM OTH PTY SCC

*

**

**

**

†

†

†

†ContributorCodesIND–IndividualCOM–RecipientCommittee (otherthanPTYorSCC)OTH–Other(e.g.,businessentity)PTY–PoliticalPartySCC–SmallContributorCommittee


www.fppc.ca.gov


www.fppc.ca.gov

AllloansreceivedoroutstandingarereportedonScheduleB.Loansincludemonetaryloansandamountsdrawnonlinesofcredit.

ReportloanguarantorsonScheduleB–Part2.A“guarantor”isathirdpartythatco-signs,endorses,orprovidessecurityforaloan,orestablishesorprovidessecurityforalineofcredit.Aguarantorisalsomakingacontribution.

Whenastatecandidateguaranteesaloanfromacommerciallendinginstitutioninconnectionwithhisorherelection,boththelendinginstitutionandthecandidatearerequiredtobedisclosedasthelender.

Foreachloanof$100ormorethatwasreceivedorwasoutstandingduringthereportingperiod,disclosethelender’snameandaddress.Reporttheoriginalsourceofallloansreceived.E.g.,foraloanfromacommerciallendinginstitutionforwhichacandidateispersonallyliable,reportthelendinginstitutionasthelender.

Column(a)–Entertheoutstandingloanbalanceatthebeginningofthisperiod(Column(d)oflastreport).Iftheloanwasreceivedthisperiod,thiscolumnwillbeblank.

Column(b)–Entertheamountreceivedfromthelenderduringthisreportingperiod.Ifthisloanwasreceivedinapreviousreportingperiod,leaveblank.

Column(c)–Entertheamountofanyreductionoftheloanduringthisreportingperiod.Checkwhethertheloanwaspaidorforgiven.Whenthelenderforgivesaloanorathirdpartymakesapaymentonaloan,alsoreportthelenderorthirdpartyonScheduleA.

Column(d)–Entertheoutstandingbalanceoftheloanatthecloseofthisreportingperiod.Entertheduedate,ifany.

Column(e)–Entertheinterestrateandtheamountofinterestpaidontheloan(s)duringthisreportingperiod.Interestpaidisreportedseparatelyfrompaymentsmadeontheloanprincipal.InterestpaymentsarealsotransferredtotheScheduleESummary.

Column(f)–Entertheoriginalamountoftheloananddatereceived.Ifthisisthefirsttimeyouarereportingtheloan,thiswillbethesameamountreportedinColumn(b).

Column(g)–Enterthecumulativeamountofcontributions(loans,monetaryandnonmonetarycontributions)receivedfromthelenderduringthecalendaryearcoveredbythisstatement.Candidatessubjecttostatecontributionlimits(orifrequiredbylocalordinance)mustdisclosethecumulativeamountreceivedfromeachcontributorduringthelimitationcycleinadditiontothecalendaryearcumulativeamount.(CandidatesforelectivestateofficeshouldrefertoFPPCCampaignDisclosureManual1.)

Schedule B Summary:TheScheduleBSummaryreflectsthe“netchange”inyourloanactivity.Thatis,loanpaymentsmadeduringtheperiodaresubtractedfromnewloansreceived.Whentheloanpaymentsnumberislargerthantheamountofnewloansreceived,Line3willbeanegativefigure.Forexample,if$200ispaidduringtheperiodandonly$100isreceivedinnewloans,reportthenetchangeonLine3as

Instructions forSchedule B – Part 1Loans Received

“-$100”or“($100).”BesuretocarrythisfiguretotheSummaryPageasanegativefiguretobesubtractedfromSummaryPagetotals.

Additional Important Information:RefertotheInstructionsforScheduleAforimportantinformationabout:

• Contributorcodes

• Contributionsfromindividuals

• Contributionsfromcommittees

• Intermediaries

AloanreceivedfromacommerciallendinginstitutioninthenormalcourseofbusinessisreportableonScheduleBbutisnotconsideredacontribution.Contributorcodesandcumulativeamounts(Column(g))arerequiredonlyforloansthatarecontributions.

RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforimportantinformationaboutrecordkeeping,prohibitionsoncashcontributions,returningcontributions,andmore.

CALIFORNIAFORM 460

I.D.NUMBER

Schedule B – Part 2Loan Guarantors



Page of

AMOUNTGUARANTEEDTHISPERIOD


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SCHEDULEB-PART2

CALIFORNIAFORM 460



FULLNAME,STREETADDRESSANDZIPCODEOFGUARANTOR


BALANCEOUTSTANDING

TODATECUMULATIVETODATE

CALENDARYEAR

$

PERELECTION(IFREQUIRED)

$

LOANCONTRIBUTORCODE

EnteronSummaryPage,Line17only.

SUBTOTAL $

LENDER

DATE

LENDER

DATE

LENDER

DATE

LENDER

DATE

IND

COM

OTH

PTY

SCC

IND

COM

OTH

PTY

SCC

IND

COM

OTH

PTY

SCC

IND

COM

OTH

PTY

SCC

CALENDARYEAR

$


$

CALENDARYEAR

$


$

CALENDARYEAR

$


$


www.fppc.ca.gov


www.fppc.ca.gov

Instructions forSchedule B – Part 2Loan Guarantors

GuarantorsofloansreceivedoroutstandingduringthereportingperiodarereportedonScheduleB–Part2.A“guarantor”isathirdpartythatco-signs,endorses,orprovidessecurityforaloan,orestablishesorprovidessecurityforalineofcredit.Aguarantorisalsomakingacontribution.

Foreachguarantorof$100ormore,enterthenameandaddressoftheguarantorand,iftheguarantorisanindividual,his/heroccupationandemployeror,ifselfemployed,thenameofhis/herbusiness.

Enterthenameofthelenderortheentityatwhichalineofcreditwasestablishedandthedateoftheloanorthedatethelineofcreditwasestablished.

Entertheamountguaranteedthisperiod,ifapplicable.Forlinesofcredit,enterthefullamountestablishedorsecuredbytheguarantorduringtheperiod.(ReportamountsdrawnonalineofcreditonScheduleB–Part1.)

Enterthecumulativeamountguaranteedduringthecalendaryearcoveredbythestatement.Candidatessubjecttostatecontributionlimits(orifrequiredbylocalordinance)mustdisclosethecumulativeamountreceivedfromeachcontributorduringthelimitationcycleinadditiontothecalendaryearcumulativeamount.(CandidatesforelectivestateofficeshouldrefertoFPPCCampaignDisclosureManual1.)

Reporttheoutstandingbalanceforwhichtheguarantorisliableatthecloseofthisreportingperiod.

LoanguaranteesarenotincludedintheScheduleBSummary,butarecarriedforwardinalumpsumtoLine17oftheSummaryPage.

CALIFORNIAFORM 460

Schedule CNonmonetary Contributions Received

I.D.NUMBER

Attach additional information on appropriately labeled continuation sheets.

CUMULATIVETODATE

CALENDARYEAR(JAN1-DEC31)

AMOUNT/FAIRMARKET

VALUE

PERELECTIONTODATE

(IFREQUIRED)

DATERECEIVED


DESCRIPTIONOFGOODSORSERVICES

SCHEDULEC

Page ofSEEINSTRUCTIONSONREVERSENAMEOFFILER

Schedule C Summary1.Amountreceivedthisperiod–itemizednonmonetarycontributions.

(IncludeallScheduleCsubtotals.)......................................................................................................................$

2.Amountreceivedthisperiod–unitemizednonmonetarycontributionsoflessthan$100..................................$

3.Totalnonmonetarycontributionsreceivedthisperiod.(AddLines1and2.EnterhereandontheSummaryPage,ColumnA,Lines4and10.).....................TOTAL$


from

through

SUBTOTAL $



FULLNAME,STREETADDRESSANDZIPCODEOFCONTRIBUTOR


CONTRIBUTORCODE*

INDCOMOTHPTYSCC

CALIFORNIAFORM 460

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC

INDCOMOTHPTYSCC



www.fppc.ca.gov


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Instructions forSchedule CNonmonetary Contributions Received

ReportthereceiptofnonmonetarycontributionsonScheduleC.

Nonmonetarycontributionsinclude:

• Goodsandservicesforwhichyouhavenotpaidthefairmarketvalue,includingitemsdonatedforauctionsorgaragesales,suchasartworkorfurniture.

• Adiscountthatisnotavailabletothepublicgenerally.

• Salarypaymentsmadebyanemployerforanemployeewhospends10%ormoreofhisorhercompensatedtimeinacalendarmonthworkingforyourcommittee.

Volunteerpersonalservicesandpaymentsvoluntarilymadebyapersonforhisorherowncampaign-relatedtravelexpensesarenotreportable.Theoccupantofahomeorofficecanhostafundraiserwithoutmakinganonmonetarycontributionaslongasthetotalcostofthefundraiseris$500orless.

Ifatotalof$100ormoreisreceivedfromasinglecontributorduringacalendaryear,reportthename,streetaddress,city,stateandzipcodeofthecontributor,theamountcontributedthisperiod,andthecumulativeamountreceivedfromthecontributorsinceJanuary1ofthecurrentcalendaryear.Includemonetaryandnonmonetarycontributionsandloanswhenreportingthecumulativeamount.

Contributionstotalinglessthan$100receivedfromasinglecontributorduringacalendaryeararereportedasalumpsumonLine2oftheScheduleCSummary.

Date Received:Anonmonetarycontributionhasbeenreceivedontheearlierofthefollowing:1)thedatethecontributormadeanexpenditureforgoodsorservicesatyourbehest(inconsultationorcoordinationwithyou,oratyourrequestorsuggestion);or2)thedateyouoryouragentobtainedpossessionorcontrolofthegoodsorservices.

Per Election to Date:Candidatessubjecttostatecontributionlimits(orifrequiredbylocalordinance)mustdisclosethecumulativeamountreceivedfromeachcontributorduringthelimitationcycleinadditiontothecalendaryearcumulativeamount.(CandidatesforelectivestateofficeshouldrefertoFPPCCampaignDisclosureManual1.)

Fair Market Value:Thefairmarketvalueofanonmonetarycontributionistheamountitwouldcosttopurchasethegoodsorservicesontheopenmarket.Thefairmarketvaluecanbemorethantheamountitcostthecontributortoprovidethegoodsorservicestoyou.

Ifyoudonotknowthevalueofanonmonetarycontribution,youmayrequestthecontributortoprovideyouwithawrittenstatementofthevalue.Ifyoumakearequestinwritingandthevalueofthecontributionis$100ormore,thecontributorisrequiredbylawtoprovidetheinformation.

Administrative Services:Administrativeoverheadandstart-upexpensespaidbyasponsoringorganizationforitssponsoredcommitteearenotcontributionstothecommitteebutmustbereportedonScheduleC.Reportthevalueoftheservicesinthe“DescriptionofGoodsorServices”columnandazerointhe“Amount”and“CumulativetoDate”columns.

Nonmonetary Contributions as Expenditures:ThetotalofnonmonetarycontributionsisreportedontheSummaryPageasbothcontributionsreceivedandexpendituresmade.EnterthetotalonLine3oftheScheduleCSummaryonbothLines4and10oftheSummaryPage.(StateCandidates:Mostnonmonetarycontributionsalsocountforpurposesofthevoluntaryexpenditurelimits.)

Additional Important Information:RefertotheInstructionsforScheduleAforimportantinformationabout:

• Contributorcodes

• Contributionsfromindividuals

• Contributionsfromcommittees

• Intermediaries

RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforimportantinformationaboutaggregatingmonetaryandnonmonetarycontributions,recordkeeping,andmore.

CALIFORNIAFORM 460


Schedule DSummary of ExpendituresSupporting/Opposing OtherCandidates, Measures and Committees

Page of

SUBTOTAL $


I.D.NUMBER


from

through

SCHEDULED

Schedule D Summary1.Itemizedcontributionsandindependentexpendituresmadethisperiod.(IncludeallScheduleDsubtotals.)....................................................... $

2.Unitemizedcontributionsandindependentexpendituresmadethisperiodofunder$100.................................................................................... $

3.Totalcontributionsandindependentexpendituresmadethisperiod.(AddLines1and2.DonotenterontheSummaryPage.).......... TOTAL.. $

NAMEOFCANDIDATE,OFFICE,ANDDISTRICT,ORMEASURENUMBERORLETTERANDJURISDICTION,

ORCOMMITTEE

DATE TYPEOFPAYMENTPERELECTION

TODATE(IFREQUIRED)


Support Oppose

DESCRIPTION(IFREQUIRED)

Support Oppose

MonetaryContribution

NonmonetaryContribution

IndependentExpenditure

CALIFORNIAFORM 460

Support Oppose

AMOUNTTHISPERIOD








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www.fppc.ca.gov

CALIFORNIAFORM 460

Instructions forSchedule DSummary of Expenditures Supporting/Opposing Other Candidates, Measures, and Committees

ScheduleDisasummaryofpaymentsreportedonSchedulesE,F,andHthatarecontributionsorindependentexpenditurestosupportoropposecandidatesandcommittees.Theseinclude:

• Adirectmonetarycontributionorloanmadetoanothercandidateorcommittee.

• Apaymentmadetoavendorforgoodsorservicesforacandidateorcommittee(anonmonetarycontribution).

• Adonationtoacandidateorcommitteeofgoodsonhand,orthepaymentofsalaryorexpensesforacampaignemployeewhospends10%ormoreofhisorhercompensatedtimeworkingforanothercandidateorcommittee.

• Apaymentmadeforacommunication(e.g.,amailing,billboard,radioad)thatexpresslyadvocatestheelection,passageordefeatofaclearlyidentifiedcandidateorballotmeasure,butthepaymentisnotmadeto–oratthebehestof–thecandidateoraballotmeasurecommittee.Thesepaymentsare“independentexpenditures”andmaytriggeradditionalreportsforyourcommittee.

Ifatotalof$100ormoreiscontributedorexpendedduringacalendaryeartosupportoropposeasinglecandidate,ballotmeasure,orageneralpurposecommittee(e.g.,apoliticalparty),disclosethenameofthecandidateandtheofficesoughtorheldandthecandidate’sdistrict,ifany,thenumberorletterandjurisdictionoftheballotmeasure,orthenameofthegeneralpurposecommittee.Foreachcandidateormeasurelisted,indicatewhetherthepaymentwasmadetosupportoropposethecandidateormeasure.Forexample,ifyoumadeacontributiontotheCommitteeAgainstMeasureA,checkthe“Oppose”box.

Disclosethedate(s)andamount(s)ofcontributionsorindependentexpendituresmadethisperiodrelativetoeachcandidate,measure,orcommittee,andthecumulativeamountcontributedorpaidtodaterelativetothecandidate,measure,orcommitteesinceJanuary1ofthecurrentcalendaryear.Cumulatecontributionsandindependentexpendituresseparately.

Contributionsandexpendituresoflessthan$100tosupportoropposeasinglecandidateormeasureduringacalendaryeararetotaledandreportedasalumpsumonLine2oftheScheduleDSummary.

Per Election to Date:Ifacontributionismadetoacandidatethatissubjecttostatecontributionlimits(orifrequiredbylocalordinance),disclosethetotalamountcontributedtothecommitteeinconnectionwitheachlimitationcycleandidentifytheelectionyear.Theprimaryandgeneralelectionsareseparateelections.Forexample,a$4,200contributiontoacandidatefortheprimaryelectionin2016wouldbedisclosedas“$4,200P-16.”

Description:Ifyoucontributedgoodsonhandtoanothercandidateorcommittee(e.g.,officesupplies),describethegoodsorservicesinthe“Description”columnanddisclosethefairmarketvalueofthecontribution.Thefairmarketvalueistheamountitwouldcosttherecipienttopurchasethegoodsorservices.BecausepaymentsmustbedescribedwhentheyarereportedonSchedulesEandF,youneednotprovideadescriptiononScheduleDforpaymentsreportedonSchedulesEorFthatarenonmonetarycontributionsorindependentexpenditures.

Date of Contribution or Expenditure:Amonetarycontributionismadeonthedateitismailed,delivered,orotherwisetransmittedittothecandidateorcommittee.Anonmonetarycontributionismadeontheearlierofthefollowing:1)thedateyoumadeanexpenditureforgoodsorservicesatthebehestofthecandidateorcommittee;or2)thedatethecandidateorcommitteeobtainedpossessionorcontrolofthegoodsorservices.

Additional Important Information:RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforimportantinformationaboutrecordkeeping,prohibitionsoncashpayments,restrictionsontheuseofcampaignfunds,andmore.

“PerElectiontoDate”Column

LimitationCycle YearofElection Primary P 2016 16 General G 2017 17 Special S 2018 18 Runoff R 2019 19

NAMEOFFILER

Schedule D(Continuation Sheet)Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees

Page of


I.D.NUMBER


from

through

SCHEDULED(CONT.)

CALIFORNIAFORM 460

SUBTOTAL $

NAMEOFCANDIDATE,OFFICE,ANDDISTRICT,ORMEASURENUMBERORLETTERANDJURISDICTION,

ORCOMMITTEE

DATE TYPEOFPAYMENT PERELECTIONTODATE

(IFREQUIRED)


Support Oppose

DESCRIPTION(IFREQUIRED)

Support Oppose




Support Oppose

AMOUNTTHISPERIOD







Support Oppose





www.fppc.ca.gov


Schedule EPayments Made

Page of

CODES: Ifoneof the followingcodesaccuratelydescribes thepayment,youmayenter thecode.Otherwise,describe thepayment.

CODE OR DESCRIPTIONOFPAYMENT AMOUNTPAID

SUBTOTAL $


I.D.NUMBER


from

through

SCHEDULEE

RAD radioairtimeandproductioncostsRFD returnedcontributionsSAL campaignworkers’salariesTEL t.v.orcableairtimeandproductioncostsTRC candidatetravel,lodging,andmealsTRS staff/spousetravel,lodging,andmealsTSF transferbetweencommitteesofthesamecandidate/sponsorVOT voterregistrationWEB informationtechnologycosts(internet,e-mail)

MBR membercommunicationsMTG meetingsandappearancesOFC officeexpensesPET petitioncirculatingPHO phonebanksPOL pollingandsurveyresearchPOS postage,deliveryandmessengerservicesPRO professionalservices(legal,accounting)PRT printads

Schedule E Summary

1.Itemizedpaymentsmadethisperiod.(IncludeallScheduleEsubtotals.)............................................................................................................. $

2.Unitemizedpaymentsmadethisperiodofunder$100.......................................................................................................................................... $

3.Totalinterestpaidthisperiodonloans.(EnteramountfromScheduleB,Part1,Column(e).)............................................................................. $

4.Totalpaymentsmadethisperiod.(AddLines1,2,and3.EnterhereandontheSummaryPage,ColumnA,Line6.)........................... TOTAL $

CMP campaignparaphernalia/misc.CNS campaignconsultantsCTB contribution(explainnonmonetary)*CVC civicdonationsFIL candidatefiling/ballotfeesFND fundraisingeventsIND independentexpendituresupporting/opposingothers(explain)*LEG legaldefenseLIT campaignliteratureandmailings

NAMEANDADDRESSOFPAYEE(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

CALIFORNIAFORM 460

*PaymentsthatarecontributionsorindependentexpendituresmustalsobesummarizedonScheduleD.


www.fppc.ca.gov


www.fppc.ca.gov

Instructions forSchedule EPayments Made

ReportpaymentsonScheduleE(otherthanloans).

Foreachpaymentof$100ormoremadeduringtheperiod,reportthenameandstreetaddress,city,state,andzipcodeofthepayeeorcreditor,andtheamountpaidduringtheperiod.Paymentsoflessthan$100duringtheperiodarereportedasalumpsumonLine2oftheScheduleESummary.However,iftwoormorepaymentsunder$100weremadeforasingleproductorserviceandthetotalpaidduringtheperiodwas$100ormore,itemizethetotalamountpaidduringtheperiod.

Report payments made on accrued expenses. Also report the required information on Schedule F.

Code or Description of Payment:IfoneofthecodeslistedonScheduleEfullydescribesthepayment,enterthecode.AfulldescriptionofeachcodeisprovidedonthebackoftheScheduleE-ContinuationSheet.Ifnoneofthecodesfullyexplainsthepayment,leavethe“Code”columnblankandenterabriefdescriptionofthegoodsorservicespurchasedinthe“DescriptionofPayment”column.

Credit Card Payments:Disclosethename,address,andamountpaidtothecreditcardcompanyduringtheperiod.Alsodisclosethename,address,amountpaid,andcodeordescriptionofpaymentforeachvendorpaid$100ormore.YoumaydisclosethevendorpaymentsonScheduleEorScheduleG.

Payments by Agents and Independent Contractors:Whenanagentorindependentcontractor(e.g.,campaignworker,advertisingagency,campaignmanagementfirm)makespaymentsonyourbehalf(“subvendorpayments”),disclosethename,address,amountpaid,andcodeordescriptionofpaymentforeachvendorpaid$500ormore.DisclosepaymentstotheagentorindependentcontractoronScheduleE.YoumaydisclosethesubvendorpaymentsonScheduleEorScheduleG.

Loans:ReportinterestpaidonloansreceivedonLine3oftheScheduleESummary(fromScheduleB,Part1,Column(e)).

ReportpaymentsmadeonloansreceivedonScheduleBandloansmadetoothersonScheduleH.DonotreportonScheduleE.

Savings Accounts/Certificates of Deposit/Money Market Accounts:Donotreporttransfersofcampaignfundsintosavingsaccounts,certificatesofdeposit,moneymarketaccounts,orthepurchaseofanyotherassetthatcanreadilybeconvertedtocashonScheduleE.ContinuereportingtheseamountsaspartofyourcashonhandontheSummaryPage.

Candidates:• Candidatesmustbrieflydescribethepolitical,

legislative,orgovernmentalpurposeofanitemizedexpenditureforgifts,meals,andtravelpayments.FPPCRegulation18421.7setsouttherequirements.

• Candidatecontrolledballotmeasurecommitteefundsmayonlybeusedtomakepaymentsrelatedtoastateorlocalmeasureorpotentialmeasure(includingqualificationactivities)anticipatedbythecommittee.SeeFPPCregulation18521.5.

Ballot Measure CommitteesAballotmeasurecommitteethatmakesapaymenttoanybusinessentity(1)whichisowned50percentormorebyanyoftheindividualslistedbelow,or(2)inwhichanyoftheindividualslistedbelowisanofficer,partner,consultantoremployee,mustreportthatindividual’sname,relationshiptothecommittee,andadescriptionoftheownershipinterestorpositionwiththebusinessentity.Individualscoveredby(1)and(2)aboveinclude:

-- Acandidateorpersoncontrollingthecommittee;or

-- Anofficeroremployeeofthecommittee;or

-- Thespouseofanyoftheabove.

CALIFORNIAFORM 460


SUBTOTAL $


from

through

SCHEDULEE(CONT.)Amounts may be rounded

to whole dollars.Schedule E(Continuation Sheet)Payments Made

SEEINSTRUCTIONSONREVERSE Page of

I.D.NUMBER

NAMEANDADDRESSOFPAYEE(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

CALIFORNIAFORM 460






NAMEOFFILER


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www.fppc.ca.gov

CALIFORNIAFORM 460Instructions for

Schedule E (Continued)Payments Made

Codes:CMP: Campaign paraphernalia/misc.Lawnsigns,buttons,bumperstickers,T-shirts,potholders,etc.Includescostsofelectionnightevent.

CNS: Campaign consultants.Feesandcommissionspaidtoprofessionalcampaignmanagementorconsultingfirms.

CTB: Contributions.Contributionsmadetoothercandidatesandcommittees.Use“CTB”fordirectmonetarycontributions.Fornonmonetary(in-kind)contributions,use“CTB”and,ifoneoftheothercodesaccuratelydescribestheexpenditure,youmayenterthatcodealso.Otherwise,describethepayment.Alsoprovidethenameofthecandidateorcommitteethatreceivedthenonmonetarycontributioninthe“DescriptionofPayment”column.*

CVC: Civic donations.Donationstocivic,nonprofitoreducationorganizations;paymentsforcommunityevents.

FIL: Candidate Filing/Ballot Fees.Paymentstoelectionofficialsforcandidatefilingfeesandfeeschargedforpublicationofaballotstatement.

FND: Fundraising events.Expendituresassociatedwithholdingafundraisingevent,includingpaymentsforeventspacetohotelsorhalls,paymentsforfoodandbeveragestorestaurants,caterersandothervendors,andpaymentsforspeakers,entertainment,anddecorations.Includescostsofhouseparties.(Use“LIT”forcostsofinvitations,brochures,andsolicitationsassociatedwithfundraisingevents.)

IND: Independent expenditures.Paymentsforcommunicationsthatsupport/opposeothercandidatesormeasuresthatarenotmadeinconsultationorcoordinationwiththecandidatesoraballotmeasurecommittee.Use“IND”and,ifoneoftheothercodesaccuratelydescribes

theindependentexpenditure,youmayenterthatcodealso.Otherwise,describethepayment.Alsoprovidethenameofthecandidateorballotmeasuresupportedoropposedbytheexpenditure.*

LEG: Legal Defense.Attorneyorotherfeespaidforlegaldefense.

LIT: Campaign literature and mailings.Preparation,production,anddistributionofcampaignliterature,directmailpieces,fundraisingsolicitations,anddoorhangers.Includescostsofmailinglists,design/graphics,copyandlayout,printingandphotocopying.Includespaymentstobeonaslatemailer,andforabsenteeballotmailers.

MBR: Member Communications.Paymentsforcommunicationstomembers,employees,orshareholdersofanorganization,ortheirfamilymembers,forthepurposeofsupportingoropposingacandidateorballotmeasure.

MTG: Meetings and appearances.Costsassociatedwithmeetings,pressconferences,townhalls,constituentmeetings,etc.

OFC: Office expenses.Expendituresforofficerent;utilities(includingcellularphoneservice);purchaseorrentalofofficeequipment(computer,fax,photocopier,etc.)andfurniture;officesupplies,etc.

PET: Petition circulating.Includespaymentsforprintingpetitionsandpaymentstosignaturegatheringfirmsforballotmeasurequalificationdrives.

PHO: Phone banks.Costsofphonebanks.POL: Polling and survey research.Costsofdesigningandconductingpolls,reportsonelectiontrends,votersurveys,etc.

POS: Postage, delivery and messenger services. IncludesU.S.PostalService,FederalExpress,UnitedParcelService,andotherdeliveryandcourierservices.

PRO: Professional services.Includeslegal,accounting,andbookkeepingservices.

PRT: Print space and production costs.Includesadvertisingspaceinnewspapers,magazinesandotherpublications,andbillboardads.

RAD: Radio airtime and production costs.RFD: Returned contributions.SAL: Campaign workers salaries.Includesstateandfederalpayrolltaxes.

TEL: Television or cable airtime and video production costs.TRC: Candidate travel.Paymentsorreimbursementsfortravel,lodging,andmealsofacandidate.

TRS: Staff/spouse travel.Paymentsorreimbursementsfortravel,lodging,andmealsofacandidate’srepresentative(staff),ormemberofthecandidate’shousehold.

TSF: Transfers.Onlyusethiscodetoreportthetransferoffundstoanotherauthorizedcommitteeofthesamecandidateorsponsoringorganization.ReportfundsthiscommitteegivestoothercommitteesonScheduleE,ascontributions(“CTB”)tothosecommittees,notastransfers.

VOT: Voter registration costs.WEB: Information technology costs.Includespaymentsforwebsitedesign,e-mail,internetaccess,productionofwebsiteande-mailadvertising.

*Payments that are contributions or independent expenditures to support or oppose other candidates, measures, and committees must also be summarized on Schedule D.


from

through

I.D.NUMBER

SCHEDULEF

Schedule F Summary1.Totalaccruedexpensesincurredthisperiod.(IncludeallScheduleF,Column(b)subtotalsfor accruedexpensesof$100ormore,plustotalunitemizedaccruedexpensesunder$100.)..............................................INCURRED TOTALS $2.Totalaccruedexpensespaidthisperiod.(IncludeallScheduleF,Column(c)subtotalsforpaymentson accruedexpensesof$100ormore,plustotalunitemizedpaymentsonaccruedexpensesunder$100.)...................................PAID TOTALS $3.Netchangethisperiod.(SubtractLine2fromLine1.Enterthedifferencehereand ontheSummaryPage,ColumnA,Line9.) ................................................................................................................................................................................... NET $


Page of

Schedule FAccrued Expenses (Unpaid Bills)


NAMEANDADDRESSOFCREDITOR(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

Maybeanegativenumber

$

CODEORDESCRIPTIONOFPAYMENT

(a)OUTSTANDING

BALANCEBEGINNINGOFTHISPERIOD

(b)AMOUNTINCURRED

THISPERIOD

(c)AMOUNTPAIDTHISPERIOD

(ALSOREPORTONE)

(d)OUTSTANDING

BALANCEATCLOSEOFTHISPERIOD

SUBTOTALS $ $$

CALIFORNIAFORM 460







www.fppc.ca.gov


www.fppc.ca.gov


Schedule FAccrued Expenses (Unpaid Bills)

ReportunpaidbillsforgoodsorservicesonScheduleF.

Iftheamountowedtoasinglevendoris$100ormoreattheendofthereportingperiod,youmustdisclosethenameandstreetaddress,city,state,andzipcodeofthepayeeorcreditorandtheamountincurredduringtheperiodthatisoutstandingattheendoftheperiod(Column(b)).Continuereportingtheaccruedexpenseoneachsubsequentcampaignstatementuntilitispaid.

YouarenotrequiredtoreportonScheduleFregularadministrativeoverheadexpenses,suchasrent,utilities,phones,oremployeesalariesifyouhavenotreceivedabillinthenormalcourseofbusinessoriftheduedateforthepaymentisaftertheclosingdateofthestatement.

Ifyoudonotknowtheexactamountofadebtorobligation,provideanestimate.Oncetheexactamountisknown,amendtheestimatedamountornotethecorrectamountonthenextcampaignstatement.

Unpaidbillsoflessthan$100attheendofthereportingperiodareaddedtogetherandincludedinthetotalreportedonLine1oftheScheduleFSummary.

Whenaccruedexpensesarepaid,thepaymentsarereportedonScheduleE.AlsoreportthepaymentonScheduleF,Column(c).

Code or Description of Payment:IfoneoftheexpenditurecodeslistedonScheduleFfullydescribesthepayment,enterthecode.Afulldescriptionofeachcodeisprovidedonthe

backoftheScheduleEContinuationSheet.Ifnoneofthecodesfullyexplainstheexpenditure,enterabriefdescriptionofthegoodsorservicesinstead.

TherearespecialinstructionsonthebackoftheScheduleEContinuationSheetforcodinganddescribingnonmonetarycontributionsandindependentexpenditurestosupport/opposeothercandidates,committees,andballotmeasures.

AccruedexpensesthatarenonmonetarycontributionsandindependentexpendituresmustalsobesummarizedonScheduleDwhenincurred.

Credit Card Payments:Disclosethename,address,andamountowedorpaidtothecreditcardcompanyduringtheperiod.Alsodisclosethename,address,amountpaid,andcodeordescriptionofpaymentforeachvendorpaid$100ormore.YoumaydisclosethevendorpaymentsonScheduleForScheduleG.

Payments by Agents and Independent Contractors:Whenanagentorindependentcontractor(e.g.,campaignworker,advertisingagency,campaignmanagementfirm)makespaymentsonyourbehalf(“subvendorpayments”),disclosethename,address,amountpaid,andcodeordescriptionofpaymentforeachvendorpaid$500ormore.DiscloseamountsowedtotheagentorindependentcontractoronScheduleF.YoumaydisclosethesubvendorpaymentsonScheduleForScheduleG.

Note:ItisnotnecessarytoreitemizecreditcardvendorsoragentsubvendorsonScheduleForGwhenpaymentsaremadeonaccruedexpenses,orifanaccruedexpenseisitemizedonmorethanonestatement.

Forgiveness or Third Party Payment of an Accrued Expense:Ifacreditorforgivesorreducesanoutstandingdebt,orathirdpartypaysadebtforyou,reportthetransactionasfollows:

• Inthe“DescriptionofPayment”column,statethatthedebtwasforgiven,reduced,orpaidbyathirdparty.

• Reporttheamountforgiven,reduced,orpaidbyathirdpartyasanegativefigureinthe“AmountIncurredThisPeriod”column(Column(b)).

• ReportanonmonetarycontributionfromthecreditororthirdpartyonScheduleC.

Donotreporttheforgiveness,reduction,orthirdpartypaymentonScheduleE.

RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforimportantinformationaboutrecordkeeping,cashexpenditures,permissibleusesofcampaignfunds,andmore.


from

through

I.D.NUMBER

SCHEDULEF(CONT.)Amounts may be roundedto whole dollars.

Page of

Schedule F(Continuation Sheet)Accrued Expenses (Unpaid Bills)

NAMEOFFILER

NAMEANDADDRESSOFCREDITOR(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

$

CODEORDESCRIPTIONOFPAYMENT

(a)OUTSTANDING

BALANCEBEGINNINGOFTHISPERIOD

(b)AMOUNTINCURRED

THISPERIOD

(c)AMOUNTPAIDTHISPERIOD

(ALSOREPORTONE)

(d)OUTSTANDING

BALANCEATCLOSEOFTHISPERIOD

SUBTOTALS $ $$

CALIFORNIAFORM 460


*Payments that are contributions or independent expenditures must also be summarized on Schedule D.





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Schedule GPayments Made by an Agent or IndependentContractor (on Behalf of This Committee)

Page of


SCHEDULEG

I.D.NUMBERSEEINSTRUCTIONSONREVERSENAMEOFFILER

NAMEOFAGENTORINDEPENDENTCONTRACTOR


from

through

Attach additional information on appropriately labeled continuation sheets. TOTAL* $

* 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.

NAMEANDADDRESSOFPAYEEORCREDITOR(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

CALIFORNIAFORM 460







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Reportpaymentsmadeonyourbehalfduringthereportingperiodbyanagentorindependentcontractor(suchasacampaignmanagementfirmoranadvertisingagency)onScheduleG.

ScheduleGmaybecompletedbytheagentorindependentcontractorandprovidedtoyouorScheduleGmaybecompletedbyyoufrominformationprovidedbytheagentorindependentcontractor.

Reportexpendituresof$500ormore(otherthanexpendituresfortheagent’sorindependentcontractor’soverheadandnormaloperatingexpenses)madeonyourbehalfduringthereportingperiod.

OnceasubvendorpaymenthasbeenitemizedonScheduleE,F,orG,itdoesnotneedtobeitemizedagain.Forexample,ifasubvendorpaymentisreportedonScheduleForGaspartofanaccruedexpense,thesubvendorinformationdoesnotneedtobereportedagainonsubsequentreports.

Code or Description of Payment:IfoneoftheexpenditurecodeslistedonScheduleGfullydescribesthepayment,enterthecode.AfulldescriptionofeachcodeisprovidedonthebackoftheScheduleEContinuationSheet.Ifnoneofthecodesfullyexplainstheexpenditure,enterabriefdescriptionofthepaymentinstead.

Instructions forSchedule GPayments Made by an Agent or Independent Contractor

Important: Officeholders and candidatesmayreimburseanagentorindependentcontractorforexpendituresmadeontheirbehalfonlyifallofthefollowingcriteriaaremet:

• Thereisawrittencontractbetweentheofficeholderorcandidateandtheagentorindependentcontractorthatprovidesforthereimbursement;

• Thetreasurerisprovidedwithadatedreceiptandwrittendescriptionofeachexpenditurepriortoreimbursement;and

• Reimbursementispaidwithin45calendardaysaftertheagentorindependentcontractormakestheexpenditures.

Generally,ifreimbursementisnotpaidwithin45calendardays,reporttheexpenditureasanonmonetarycontributiononScheduleC.

RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforadditionalinstructions.

CALIFORNIAFORM 460

Schedule HLoans Made to Others*

SCHEDULEHAmounts may be rounded

to whole dollars.

Schedule H Summary1.Loansmadethisperiod....................................................................................................................................................$ (TotalColumn(b)plusunitemizedloansoflessthan$100.)

2.Paymentsreceivedonloans............................................................................................................................................$ (TotalColumn(c)plusunitemizedpaymentsoflessthan$100.)

3.Netchangethisperiod.(SubtractLine2fromLine1.)............................................................................................NET $ (EnterthenethereandontheSummaryPage,ColumnA,Line7.)

*LoansthatarecontributionstoanothercandidateorcommitteemustalsobesummarizedonScheduleD.LoansforgivenmustalsobereportedonScheduleE.




from

throughI.D.NUMBER

Page of

FULLNAME,STREETADDRESSANDZIPCODEOFRECIPIENT



CALIFORNIAFORM 460

(Maybeanegativenumber)

SUBTOTALS $ $ $

INTERESTRECEIVED

CUMULATIVELOANSTODATE

ORIGINALAMOUNTOF

LOAN

OUTSTANDINGBALANCE

BEGINNINGTHISPERIOD

AMOUNTLOANEDTHIS

PERIOD

REPAYMENTORFORGIVENESSTHISPERIOD

OUTSTANDINGBALANCEAT

CLOSEOFTHISPERIOD

(b) (c) (e)

$

DATEINCURRED

(Enter(e)onScheduleI,Line3)

CALENDARYEAR

$

PERELECTION

$

%RATE

$

(a) (d)

$ $

(f) (g)

PAID

$

FORGIVEN

$

$

DATEDUE

$

$

DATEINCURRED

CALENDARYEAR

$

PERELECTION

$

%RATE

$ $ $

PAID

$

FORGIVEN

$

$

DATEDUE

*

**

**

**IfRequired


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www.fppc.ca.gov


Schedule HLoans Made to Others

AllloansmadeoroutstandingarereportedonScheduleH.

Generally,campaignfundsmaybeusedtomakeloanstoothercandidates,officeholders,orcommittees(unlessotherwiseprohibited)andtobonafidecharitable,educational,civic,religious,orsimilartax-exemptnonprofitorganizations.Therearerestrictionsonloanstoanyotherperson,includingacandidatewhocontrolsthecommittee,ortoanonprofitorganizationthatisaffiliatedwithacandidate,thetreasurer,orothercommitteeofficials.

Foreachloanof$100ormorethatwasmadeorwasoutstandingduringthereportingperiod,disclosetherecipient’snameandaddressand,ifanindividual,his/heroccupationandemployeror,ifselfemployed,thenameofthebusiness.

Column(a)–Entertheoutstandingloanbalanceatthebeginningofthisperiod(column(d)oflastreport.)Iftheloanwasmadethisperiod,thiscolumnwillbeblank.

Column(b)–Entertheamountloanedtotherecipientduringthisreportingperiod.Ifthisloanwasmadeinapreviousreportingperiod,leaveblank.

Column(c)–Entertheamountofanyreductionoftheloanduringthisreportingperiod.Checkwhethertheloanwaspaidorforgiven.Ifthecommitteeforgivesaloan,alsoreportthetransactiononScheduleE.

Column(d)–Entertheoutstandingbalanceoftheloan(s)atthecloseofthisreportingperiod.Entertheduedate,ifany.

Column(e)–Entertheinterestrateandamountofinterestreceivedontheloan(s)duringthisreportingperiod.Interestreceivedisreportedseparatelyfrompaymentsreceivedontheloanprincipal.InterestpaymentsarealsotransferredtotheScheduleISummary.

Column(f)–Entertheoriginalamountoftheloananddatemade.Ifthisisthefirsttimeyouarereportingtheloan,thiswillbethesameamountreportedinColumn(b).

Column(g)–Foreachloanmadeduringthisreportingperiodthatisacontribution,*enterthecumulativeamountofcontributions(loans,monetaryandnonmonetarycontributions)madetotherecipientduringthecalendaryearcoveredbythestatement.Iftherecipientisacandidatesubjecttostatecontributionlimits,ortheinformationisrequiredbylocalordinance,alsoenterthetotalamountcontributedtothecandidateinconnectionwitheachlimitationcycleandidentifytheelectionyear.(Forcontributionstostatecandidates,seetheScheduleDinstructions.)

Schedule H Summary:TheScheduleHSummaryreflectsthe“netchange”inthecommittee’sloanactivity.Thatis,repaymentsreceivedaresubtractedfromnewloansmade.Whentherepaymentnumberislargerthantheamountofthenewloansmade,Line3willbeanegativefigure.Forexample,if$200isreceivedbythecommitteeduringtheperiodandonly$100ismadeinnewloans,reportthenetchangeonLine3as“-$100”or“($100).”BesuretocarrythisfiguretotheSummaryPageasanegativefiguretobesubtractedfromSummaryPagetotals.

RefertotheFPPCCampaignDisclosureManualforyourtypeofcommitteeforimportantinformationaboutrecordkeeping,prohibitionsoncashcontributions,loanrestrictions,andmore.

*LoansthatarecontributionstocandidatesorothercommitteesmustalsobereportedonScheduleD.

Schedule IMiscellaneous Increases to Cash


Page of

I.D.NUMBERSEEINSTRUCTIONSONREVERSENAMEOFFILER

AMOUNTOFINCREASETOCASHDESCRIPTIONOFRECEIPT

DATERECEIVED

Schedule I Summary1.Itemizedincreasestocashthisperiod............................................................................................................................$

2.Unitemizedincreasestocashofunder$100thisperiod.................................................................................................$

3.Totalofallinterestreceivedthisperiodonloansmadetoothers.(ScheduleH,Column(e).).......................................$

4.Totalmiscellaneousincreasestocashthisperiod.(AddLines1,2,and3.Enterhereandonthe SummaryPage,Line14.)............................................................................................................................. TOTAL $

Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $

SCHEDULEIStatement covers period

from

through

FULLNAMEANDADDRESSOFSOURCE(IFCOMMITTEE,ALSOENTERI.D.NUMBER)

CALIFORNIAFORM 460


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www.fppc.ca.gov

CALIFORNIAFORM 460

Reportanytransactionthatincreasesthecashpositionoftheofficeholder,candidate,orcommittee,butisnotamonetarycontribution,loan,orloanrepayment,onScheduleI.

Itemizethesourcesof$100ormorereceivedduringthereportingperiod.

Examplesinclude:

• Interestreceivedorcreditedtocheckingorsavingsaccountsorothertimedeposits.

• Proceedsfromthesaleofproperty,suchaspaintings,furniture,orotheritemssoldatgaragesalesorauctions,etc.,whentheamountreceivedisthe“fairmarketvalue”oftheitem.AmountsreceivedoverthefairmarketvaluearereportedonScheduleA.(ReportdonateditemsasnonmonetarycontributionsonScheduleC.)

• Proceedsfromthesaleofcampaignproperty,suchasofficefurnitureorequipment.

• Refundsreceivedondeposits,suchastelephonedeposits.

• Refundsreceivedfromoverpaymentofbills.

Instructions forSchedule IMiscellaneous Increases to Cash

• Transfersreceivedfromanotherauthorizedcommitteeofthesamecandidate.(CandidatesforelectivestateofficeshouldrefertoFPPCCampaignDisclosureManual1forinformationaboutreportingtransferredfundsthatmustbeattributedtospecificcontributorsofthecommitteemakingthetransfer.)

ReportonLine3oftheScheduleISummarythelumpsumofinterestpaymentsreceivedonloansmadetoothers.Donotitemize.ThisamountistransferredfromScheduleH,Column(g).

Documents

Recipient Committee Campaign Statement 460 Forms... · Recipient Committee Campaign Statement The Form 460 is for use by all recipient committees, including: Candidates, Officeholders