Fillable Form 460 (City of Oakland)

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Form 460 (City of Oakland)

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FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
460
CALIFORNIA
FORM
Recipient Committee
Campaign Statement
The Form 460 is for use by all recipient
committees, including:
Candidates, Ofceholders and Their Controlled
Committees
• Acandidateorofceholderwhohasacontrolled
committee,orwhohasraisedorspentorwill
raiseorspend$2,000ormoreduringacalendar
yearinconnectionwithelectiontoofceor
holdingofce.TheForm460isalsorequiredif
$2,000ormorewillberaisedorspentduringthe
calendaryearatthebehestoftheofceholderor
candidate.
Primarily Formed Ballot Measure Committees
• Aperson,entity,ororganizationthatreceives
contributionstotaling$2,000ormoreduring
acalendaryearfortheprimarypurposeof
supportingoropposingthequalication,
passage,ordefeatofasingleballotmeasure
ortwoormoremeasuresbeingvotedoninthe
samecity,county,multi-countyorstateelection.
Primarily Formed Candidate/Ofceholder
Committees
• Aperson,entity,ororganizationthatreceives
contributionstotaling$2,000ormoreduring
acalendaryeartosupportoropposeasingle
candidateorofceholder,ortwoormore
candidatesorofceholderswhoarebeingvoted
uponinthesamecity,county,ormulti-county
election.Thistypeofcommitteeisnotcontrolled
bythecandidate(s)orofceholder(s).
General Purpose Committees
• Aperson,entity,ororganizationthatreceives
contributionstotaling$2,000ormoreduring
acalendaryeartosupportoropposevarious
candidatesandmeasures(e.g.,politicalparties,
politicalactioncommittees).
Non-controlledcommitteesthatdonotreceive
contributions,loans,ormiscellaneousreceipts
totaling$100ormorefromasinglesourceduring
acalendaryearmayuseForm450–Recipient
CommitteeCampaignStatement–ShortForm.
Note:RefertotheStatementofOrganization,
Form410,forguidancetodeterminethetypeof
committee.
Use the Form 460 to le any of the
following:
• PreelectionStatement
• Semi-annualStatement
• QuarterlyStatement
• SpecialOdd-YearReport
• TerminationStatement
• Amendmenttoapreviouslyledstatement
Note:Markthepreelectionstatementboxifa
committeelesamonthlyreportinconnectionwith
aLAFCOproposal.
Seereverseforgeneralguidanceonwheretole
thisform.
Contribution Limits: Candidatesforelective
stateofcearesubjecttostatecontributionlimits.
Contributionsreceivedbycommitteesforthe
purposeofmakingcontributionstocandidates
forelectivestateofcearealsosubjecttolimits.
Achartidentifyingthelimitsislocatedatwww.
fppc.ca.gov.Inaddition,localcandidatesmay
besubjecttocontributionlimitsimposedbylocal
ordinance.Questionsconcerninglocallimits
shouldbeaddressedtoelectionofcialsinthelocal
jurisdiction.
ThisformwaspreparedbytheFairPolitical
PracticesCommission(FPPC).Fordetailed
informationoncampaignreportingrequirements
andtheInformationPracticesActof1977,seethe
FPPCCampaignDisclosureManualforyourtype
ofcommittee(availablefromyourlingofceror
theFPPC).Campaignlingdeadlines,forms,and
otherinformationalmaterialsareavailableonthe
FPPCwebsite(www.fppc.ca.gov).
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Recipient Committee
Campaign Statement
Where to File:
Ingeneral,statecommitteeslewiththeSecretary
ofStateandlocalcommitteeslewiththeling
ofcerofthelocaljurisdiction.
State Committees:
Statecommitteesincludestatecandidates
andofceholders,alljudicialcandidatesand
judges,committeesthatsupportoropposestate
candidatesandballotmeasures(e.g.PACs,
politicalparties),committeesthatsupportor
opposecandidatesandballotmeasureinmore
thanonecountyandcandidatesandcommittees
formedforCalPERSorCalSTRSelections.
Secretary of State
PoliticalReformDivision
150011thStreet,Room495
Sacramento,CA95814
Phone(916)653-6224
Fax(916)653-5045
www.sos.ca.gov
Additional Copies:
• Acopyofthisformmustalsobeledwithastate
candidate’scountyofdomicile’slingofcer,if
thestatecandidatecommitteedoesnotleForm
460electronicallywiththeSecretaryofState.
• Acopyofthisformmustalsobeledwitha
locallingofcerifthecommitteeiscontrolled
byacandidateforstateelectiveofceandthe
committeeisformedforalocalelection.
• Acopyofthisformmustalsobeledwith
therelevantCalPERSorCalSTRSofceif
thecommitteeisacandidatecontrolledora
primarilyformedcommitteeforaCalPERS
orCalSTRSelection.Acandidateseekinga
CalPERSorCalSTRSelectionisnotrequiredto
leacopyofthestatementwiththecandidate’s
countyofdomicile.
Local Committees:
• Electedofcersandcandidatesforlocal
agenciesthathavejurisdictionintwoormore
countiesandcommitteesthatsupportoroppose
candidatesorlocalmeasuresbeingvotedon
inoneofthesejurisdictions,leanoriginaland
onecopywiththeelectionofcialforthecounty
withthelargestnumberofregisteredvotersin
thedistrictandonecopywiththeircountyof
domicile.
• Electedcountyofceholdersandcandidates
forcountyofces,andcommitteesthatsupport
oropposecandidatesorballotmeasuresbeing
votedonwithinasinglecounty,leanoriginal
andonecopywiththeelectionofcialforthat
county.
• Electedcityofceholdersandcandidatesforcity
ofces,andcommitteesthatsupportoroppose
candidatesandballotmeasuresinasinglecity,
leanoriginalandonecopywiththecityclerk.
Fast Facts:
Paper Copies: Mostcommitteesmustlethe
originalandonecopyinpaperformatwiththe
designatedlingofcer.Moststatecommittees
mustalsoleanelectronicversion.Somelocal
jurisdictionsalsorequireelectronicsubmissions.
Electronic Filing:Statecommitteesmustle
electronicreportswiththeSecretaryofStateif
CALIFORNIA
FORM
460
thecommitteereceivescontributionsormakes
expenditurestotaling$25,000ormore.
General Purpose Committees:FPPCregulation
18227.5setsouttheproceduresfordetermining
whetheracommitteeshouldlewiththestate,
countyorcityelectionsofce.Ingeneral,such
committeeslewiththeSecretaryofStateunless
thecommitteemakesmorethan70%ofits
contributionsandexpendituresinconnectionwitha
cityelectionorcountyelection.Theregulationsets
outreviewtimelinesandexceptions.Acommittee
cannotknowinglyleinanincorrectjurisdiction
withtheintentionofavoidingtheappropriatelegal
disclosuretothepublic.Committeesthatchange
jurisdictionsleinbothjurisdictionsuntiltheendof
thecalendaryear.
LAFCO Proposals:Committeesprimarilyformed
tosupportoropposeaLAFCOproposallethis
formwiththecountyelectionsofceinthecounty
thattheproposalmaybevotedupon.Oncea
proposalislistedonaballot,acommitteewillle
asamulti-county,countyorcitycommittee.
Statement of Organization:Acommitteemust
makecertainthatitsStatementofOrganization,
Form410,iscurrentandcorrect.Thisform
includesinformationsuchasacandidate’syearof
electionandthenameofthecommittee’sprincipal
ofcersaswellasotherimportantinformation
regardingthecommittee’sformation.Information
listedonaForm460mustbethesameasthat
disclosedontheForm410.
4. Verication
Ihaveusedallreasonablediligenceinpreparingandreviewingthisstatementandtothebestofmyknowledgetheinformationcontainedhereinandintheattachedschedulesistrueandcomplete.I
certifyunderpenaltyofperjuryunderthelawsoftheStateofCaliforniathattheforegoingistrueandcorrect.
By
SignatureofTreasurerorAssistantTreasurer
By
SignatureofControllingOfceholder,Candidate,StateMeasureProponentorResponsibleOfcerofSponsor
By
SignatureofControllingOfceholder,Candidate,StateMeasureProponent
By
SignatureofControllingOfceholder,Candidate,StateMeasureProponent
Executedon
Date
Executedon
Date
Executedon
Date
Executedon
Date
SEEINSTRUCTIONSONREVERSE
Date of election if applicable:
(Month,Day,Year)
Recipient Committee
Campaign Statement
Cover Page
ForOfcialUseOnly
Page of
COVERPAGE
CALIFORNIA
FORM
DateStamp
3. Committee Information
COMMITTEENAME(ORCANDIDATE’SNAMEIFNOCOMMITTEE)
MAILINGADDRESS(IFDIFFERENT)NO.ANDSTREETORP.O.BOX
Statement covers period
from
through
1. Type of Recipient Committee: All Committees – Complete Parts 1, 2, 3, and 4.
STREETADDRESS(NOP.O.BOX)
CITY STATE ZIPCODE AREACODE/PHONE
Treasurer(s)
NAMEOFTREASURER
NAMEOFASSISTANTTREASURER,IFANY
MAILINGADDRESS
CITY STATE ZIPCODE AREACODE/PHONE
460
CITY STATE ZIPCODE AREACODE/PHONE
OPTIONAL:FAX/E-MAILADDRESS
MAILINGADDRESS
CITY STATE ZIPCODE AREACODE/PHONE
OPTIONAL:FAX/E-MAILADDRESS
I.D.NUMBER
2. Type of Statement:
PreelectionStatement
Semi-annualStatement
TerminationStatement
(AlsoleaForm410Termination)
Amendment(Explainbelow)
QuarterlyStatement
SpecialOdd-YearReport
PrimarilyFormedBallotMeasure
Committee
Controlled
Sponsored
(Also Complete Part 6)
Ofceholder,CandidateControlledCommittee
 StateCandidateElectionCommittee

Recall
(Also Complete Part 5)
PrimarilyFormedCandidate/
OfceholderCommittee
(Also Complete Part 7)
GeneralPurposeCommittee
Sponsored
SmallContributorCommittee
PoliticalParty/CentralCommittee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Cover Pg1
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
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led.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rst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ling.
Date of Election:
Ifyouareling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
lingthestatement.Generaldescriptionsare
providedonthecoversheettothisform,orcontact
yourlingofcerortheFPPCforassistance.
Followingaresomeadditionalguidelines:
Controlled Committee
• Acontrolledcommitteeisonethatiscontrolled
byacandidate,ofceholderor,inthecase
ofastateballotmeasurecommittee,bythe
proponentofthemeasure.Acommitteeis
“controlled”ifthecandidate,ofceholder,
orproponent,hisorheragent,oranyother
committeeheorshecontrols,hasasignicant
inuence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signicantonlyifthecommittee
makescontributionstocandidatesrunningfor
electivestateofce.
Type of Statement:
Checktheappropriatebox(es)toindicatethetype
ofstatementyouareling(oramending).
Amendments:Ifyouarelinganamendmenttoa
previouslyled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ling
campaignstatementseachyearuntilitiseligibleto
terminateandlesaForm410Termination.
Mostofceholdersmustcontinuelingcampaign
statementsuntiltheyhaveterminatedallcontrolled
committeesandhaveleftofce.
Committee I.D. Number:
Ifthecommitteehasnotyetreceivedan
identicationnumberfromtheSecretaryofState,
enter“NotYetReceived.”FileForm410toobtain
anI.D.Number.
Verication:
Thestatementmustbesignedbythecommittee
treasurerortheassistanttreasurernamedonthe
committee’sStatementofOrganization(Form
410).Anofceholder,candidate,orstatemeasure
proponentwhocontrolsthecommitteemustalso
signthestatement.Iftwoorthreeofceholders,
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
ofcer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le.
• Closingdateofcampaignstatements.
• Sponsoredcommitteecriteria.
• Terminationcriteria.
• Recordkeepingrequirementsandprohibitions.
CALIFORNIA
FORM
460
Page of
COVERPAGE-PART2
CALIFORNIA
FORM
Recipient Committee
Campaign Statement
Cover Page — Part 2
460
5. Ofceholder or Candidate Controlled Committee
NAMEOFOFFICEHOLDERORCANDIDATE
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.
NAMEOFTREASURER
COMMITTEENAME

YES

NO
I.D.NUMBER
CONTROLLEDCOMMITTEE?
COMMITTEEADDRESS STREETADDRESS(NOP.O.BOX)
CITY STATE ZIPCODE AREACODE/PHONE
OFFICESOUGHTORHELD(INCLUDELOCATIONANDDISTRICTNUMBERIFAPPLICABLE)
RESIDENTIAL/BUSINESSADDRESS(NO.ANDSTREET) CITY STATE ZIP
NAMEOFTREASURER
COMMITTEENAME

YES

NO
I.D.NUMBER
CONTROLLEDCOMMITTEE?
COMMITTEEADDRESS STREETADDRESS(NOP.O.BOX)
CITY STATE ZIPCODE AREACODE/PHONE
6. Primarily Formed Ballot Measure Committee
NAMEOFBALLOTMEASURE
DISTRICTNO.IFANY
Identify the controlling ofceholder, candidate, or state measure proponent, if any.
NAMEOFOFFICEHOLDER,CANDIDATE,ORPROPONENT
OFFICESOUGHTORHELD
JURISDICTION

SUPPORT

OPPOSE
BALLOTNO.ORLETTER
7. Primarily Formed Candidate/Ofceholder Committee List names of
ofceholder(s) or candidate(s) for which this committee is primarily formed.
NAMEOFOFFICEHOLDERORCANDIDATE
NAMEOFOFFICEHOLDERORCANDIDATE
OFFICESOUGHTORHELD
OFFICESOUGHTORHELD

SUPPORT

OPPOSE

SUPPORT

OPPOSE
NAMEOFOFFICEHOLDERORCANDIDATE
OFFICESOUGHTORHELD
SUPPORT

OPPOSE
Attach continuation sheets if necessary
NAMEOFOFFICEHOLDERORCANDIDATE
OFFICESOUGHTORHELD

SUPPORT
OPPOSE
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Cover Pg2
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Recipient Committee
Campaign Statement – Cover Page
Ofceholder or Candidate Controlled
Committee:
Candidatesmusthaveaseparatebankaccount
andcommitteetorunfordifferentelectiveofces.
Acandidatewhoisrequiredtolecampaign
statementsinconnectionwithmorethanone
electiveofcebutisonlyreceivingcontributions
andmakingexpendituresforoneoftheofces,
mayincludebothofcesononeForm460.InPart
5ofthecoverpage,enterthecandidate’sname
andunder“OfceSoughtorHeld,”identifyeach
ofce,andstatewhetherthecandidateisseeking
orholdingtheofce.TheForm460mustbeled
withtheappropriatelingofcer(s)foreachofce.
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ofce,andhas
formedacontrolledcommitteeforthecountyofce.
Tocomplywiththerequirementstolecampaign
statementsforbothhercityofceandhercounty
candidacy,shemaycompleteoneForm460each
campaignreportingperiod,whichshewilllewith
thecityclerkandthecountyelectionsdepartment.
InPart5oftheForm460CoverPage,under
“OfceSoughtorHeld,”shewillstatethatsheis
holdingtheofce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).
CALIFORNIA
FORM
460
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qualication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.
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
Campaign Disclosure Statement
Summary Page
Page of
Amounts may be rounded
to whole dollars.
I.D.NUMBER
Current Cash Statement
12.BeginningCashBalance............................ Previous Summary Page, Line 16 $
13.CashReceipts........................................................... Column A, Line 3 above 
14.MiscellaneousIncreasestoCash.................................. Schedule I, Line 4
15.CashPayments......................................................... 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.
CALIFORNIA
FORM
SUMMARYPAGE
Expenditures Made
6. PaymentsMade................................................................ Schedule E, Line 4 $ $
7. LoansMade....................................................................... Schedule H, Line 3 
8. SUBTOTALCASHPAYMENTS.......................................... Add Lines 6 + 7 $ $
9. AccruedExpenses(UnpaidBills)..........................................Schedule F, Line 3 
10.NonmonetaryAdjustment......................................................... Schedule C, Line 3 
11.TOTALEXPENDITURESMADE........................................ Add Lines 8 + 9 + 10 $ $
17.LOANGUARANTEESRECEIVED................................ Schedule B, Part 2 $
Cash Equivalents and Outstanding Debts
18. CashEquivalents................................................ See instructions on reverse $
19. OutstandingDebts.............................. Add Line 2 + Line 9 in Column B above $
Contributions Received
1. MonetaryContributions................................................... Schedule A, Line 3 $ $
2. LoansReceived................................................................ Schedule B, Line 3 
3. SUBTOTALCASHCONTRIBUTIONS.............................. Add Lines 1 + 2 $ $
4. NonmonetaryContributions............................................ Schedule C, Line 3 
5. TOTALCONTRIBUTIONSRECEIVED....................................Add Lines 3 + 4 $ $
460
Statement covers period
from
through
Column B
CALENDARYEAR
TOTALTODATE
Column A
TOTALTHISPERIOD
(FROMATTACHEDSCHEDULES)
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1through 6/30 7/1to Date
20. Contributions
Received $ $
21. Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
*Amountsinthissectionmaybedifferentfromamounts
reportedinColumnB.
DateofElection
(mm/dd/yy)
TotaltoDate
22. Cumulative Expenditures Made*
(If Subject to Voluntary Expenditure Limit)
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guresthat
shouldbesubtractedfrom
previousperiodamounts.If
thisistherstreportbeing
ledforthiscalendaryear,
onlycarryovertheamounts
fromLines2,7,and9(if
any).
/ /
/ /
$
$
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Summ Pg
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
TheSummaryPageprovidesanoverviewofthe
committee’snancialactivitiesandiscompletedfor
eachling.
Column Areects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guresshouldreect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
rstreportbeingled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gures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gureson
theSummaryPage(e.g.,withaminussign(-)or
inparentheses),andsubtractthemwhentotaling
ColumnsAandB.
*Thereareexceptionstothecalendaryear
“cumulationperiod”forcandidateelectionsand
ballotmeasureelectionsheldinJanuaryandearly
February,andforballotmeasurequalication
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reect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certicatesofdeposit,moneymarket
accounts,stocksandbonds,etc.(Ofceholders
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rst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 ling 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certicatesofdepositor
moneymarketfunds,shouldbeincludedinthecash
onhandgures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–December31).
Expenditure Ceiling Summary for State
Candidates (Line 22):
Candidatesforelectivestateofce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.)
Instructions for
Summary Page
Campaign Disclosure Statement
CALIFORNIA
FORM
460
Schedule A
Monetary Contributions Received
Page of
Amounts may be rounded
to whole dollars.
PERELECTION
TODATE
(IFREQUIRED)
CUMULATIVETODATE
CALENDARYEAR
(JAN.1-DEC.31)
AMOUNT
RECEIVEDTHIS
PERIOD
IFANINDIVIDUAL,ENTER
OCCUPATIONANDEMPLOYER
(IFSELF-EMPLOYED,ENTERNAME
OFBUSINESS)
DATE
RECEIVED
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
I.D.NUMBER
SCHEDULEA
SUBTOTAL $
CALIFORNIA
FORM
Statement covers period
from
through
Schedule A Summary
1.Amountreceivedthisperiod–itemizedmonetarycontributions.
(IncludeallScheduleAsubtotals.).........................................................................................................$
2.Amountreceivedthisperiod–unitemizedmonetarycontributionsoflessthan$100...........................$
3.Totalmonetarycontributionsreceivedthisperiod.
(AddLines1and2.EnterhereandontheSummaryPage,ColumnA,Line1.)......................TOTAL$
FULLNAME,STREETADDRESSANDZIPCODEOFCONTRIBUTOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CONTRIBUTOR
CODE
*
*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
IND
COM
OTH
PTY
SCC
460
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
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yourcommitteeorathirdpartypaysa
loanforyourcommittee.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qualication
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andcontributionsreceived
electronically(e.g.,creditcard,text).
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identication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contributor
committees(applicableonlytostatecandidatesand
committees).
Contributions from Individuals:
Whenitemizingacontributionfromanindividual,
alsodisclosethecontributor’soccupationandthe
nameofhisorheremployer.Ifthecontributor
isself-employed,providethenameofhisorher
business.Ifthecontributorisnotemployed,enter
“none.”
Itisnotnecessarytoenteroccupationand
employerinformationforothertypesofcontributors
(suchasbusinessentities).
Missing Contributor Information:Acontribution
of$100ormoremustbereturnedtothecontributor
within60daysiftherecipientdoesnotobtainthe
contributor’saddress,occupationandemployer.
Contributions from Committees:
Whenitemizingacontributionfromanother
recipientcommittee,disclosetheidentication
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ofceshouldrefertoFPPC
CampaignDisclosureManual1.)
Additional Important Information:
RefertotheFPPCCampaignDisclosureManual
foryourtypeofcommitteeforimportantinformation
aboutaggregatingmonetaryandnonmonetary
contributions,recordkeeping,prohibitionsoncash
contributions,returningcontributions,andmore.
Instructions for
Schedule A
Monetary Contributions Received
CALIFORNIA
FORM
460
Page of
Amounts may be rounded
to whole dollars.
NAMEOFFILER
Schedule A (Continuation Sheet)
Monetary Contributions Received
I.D.NUMBER
SCHEDULEA(CONT.)
Statement covers period
from
through
CALIFORNIA
FORM
460
PERELECTION
TODATE
(IFREQUIRED)
CUMULATIVETODATE
CALENDARYEAR
(JAN.1-DEC.31)
AMOUNT
RECEIVEDTHIS
PERIOD
IFANINDIVIDUAL,ENTER
OCCUPATIONANDEMPLOYER
(IFSELF-EMPLOYED,ENTERNAME
OFBUSINESS)
DATE
RECEIVED
SUBTOTAL $
FULLNAME,STREETADDRESSANDZIPCODEOFCONTRIBUTOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CONTRIBUTOR
CODE
*
*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
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. A Con.
Print Form

IND

COM

OTH

PTY

SCC
Statement covers period
from
through
I.D.NUMBER
SCHEDULEB-PART1
Amounts may be rounded
to whole dollars.
Schedule B – Part 1
Loans Received
Page of
SUBTOTALS $
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
CALIFORNIA
FORM
460
$ $
IFANINDIVIDUAL,ENTER
OCCUPATIONANDEMPLOYER
(IFSELF-EMPLOYED,ENTER
NAMEOFBUSINESS)
INTEREST
PAIDTHIS
PERIOD
CUMULATIVE
CONTRIBUTIONS
TODATE
FULLNAME,STREETADDRESSANDZIPCODE
OFLENDER
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
ORIGINAL
AMOUNTOF
LOAN
OUTSTANDING
BALANCE
BEGINNINGTHIS
PERIOD
AMOUNT
RECEIVEDTHIS
PERIOD
AMOUNTPAID
ORFORGIVEN
THISPERIOD
OUTSTANDING
BALANCEAT
CLOSEOFTHIS
PERIOD
(b)
(c)
(e)
$
DATEINCURRED
(Enter(e)on
ScheduleE,Line3)
CALENDARYEAR
$
PERELECTION
$
%
RATE
$
*AmountsforgivenorpaidbyanotherpartyalsomustbereportedonScheduleA.
**Ifrequired.
Schedule B Summary
1. Loansreceivedthisperiod....................................................................................................................$
(TotalColumn(b)plusunitemizedloansoflessthan$100.)
2. Loanspaidorforgiventhisperiod.........................................................................................................$
(TotalColumn(c)plusloansunder$100paidorforgiven.)
(IncludeloanspaidbyathirdpartythatarealsoitemizedonScheduleA.)
3. Netchangethisperiod.(SubtractLine2fromLine1.)..............................................................NET $
EnterthenethereandontheSummaryPage,ColumnA,Line2.
(Maybeanegativenumber)
(a)
(d)
$
$
(f)
(g)

PAID
$

FORGIVEN
$
$
DATEDUE
$
$
DATEINCURRED
CALENDARYEAR
$
PERELECTION
$
%
RATE
$
$
$

PAID
$

FORGIVEN
$
$
DATEDUE
$
DATEINCURRED
CALENDARYEAR
$
PERELECTION
$
%
RATE
$ $
$

PAID
$

FORGIVEN
$
$
DATEDUE

IND

COM

OTH

PTY

SCC

IND

COM

OTH

PTY

SCC
*
**
**
**
†
†
†
†
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 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. B-1
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Allloansreceivedoroutstandingarereportedon
ScheduleB.Loansincludemonetaryloansand
amountsdrawnonlinesofcredit.
ReportloanguarantorsonScheduleB–Part2.A
“guarantor”isathirdpartythatco-signs,endorses,
orprovidessecurityforaloan,orestablishesor
providessecurityforalineofcredit.Aguarantoris
alsomakingacontribution.
Whenastatecandidateguaranteesaloanfroma
commerciallendinginstitutioninconnectionwithhis
orherelection,boththelendinginstitutionandthe
candidatearerequiredtobedisclosedasthelender.
Foreachloanof$100ormorethatwasreceived
orwasoutstandingduringthereportingperiod,
disclosethelender’snameandaddress.Report
theoriginalsourceofallloansreceived.E.g.,fora
loanfromacommerciallendinginstitutionforwhich
acandidateispersonallyliable,reportthelending
institutionasthelender.
Column(a)–Entertheoutstandingloanbalance
atthebeginningofthisperiod(Column(d)oflast
report).Iftheloanwasreceivedthisperiod,this
columnwillbeblank.
Column(b)–Entertheamountreceivedfromthe
lenderduringthisreportingperiod.Ifthisloanwas
receivedinapreviousreportingperiod,leaveblank.
Column(c)–Entertheamountofanyreductionof
theloanduringthisreportingperiod.Checkwhether
theloanwaspaidorforgiven.Whenthelender
forgivesaloanorathirdpartymakesapayment
onaloan,alsoreportthelenderorthirdpartyon
ScheduleA.
Column(d)–Entertheoutstandingbalanceofthe
loanatthecloseofthisreportingperiod.Enterthe
duedate,ifany.
Column(e)–Entertheinterestrateandtheamount
ofinterestpaidontheloan(s)duringthisreporting
period.Interestpaidisreportedseparatelyfrom
paymentsmadeontheloanprincipal.Interest
paymentsarealsotransferredtotheScheduleE
Summary.
Column(f)–Entertheoriginalamountoftheloan
anddatereceived.Ifthisisthersttimeyouare
reportingtheloan,thiswillbethesameamount
reportedinColumn(b).
Column(g)–Enterthecumulativeamountof
contributions(loans,monetaryandnonmonetary
contributions)receivedfromthelenderduring
thecalendaryearcoveredbythisstatement.
Candidatessubjecttostatecontributionlimits(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ofceshouldrefertoFPPCCampaign
DisclosureManual1.)
Schedule B Summary:
TheScheduleBSummaryreectsthe“netchange”
inyourloanactivity.Thatis,loanpaymentsmade
duringtheperiodaresubtractedfromnewloans
received.Whentheloanpaymentsnumberislarger
thantheamountofnewloansreceived,Line3
willbeanegativegure.Forexample,if$200is
paidduringtheperiodandonly$100isreceived
innewloans,reportthenetchangeonLine3as
Instructions for
Schedule B – Part 1
Loans Received
“-$100”or“($100).”Besuretocarrythisgure
totheSummaryPageasanegativeguretobe
subtractedfromSummaryPagetotals.
Additional Important Information:
RefertotheInstructionsforScheduleAforimportant
informationabout:
• Contributorcodes
• Contributionsfromindividuals
• Contributionsfromcommittees
• Intermediaries
Aloanreceivedfromacommerciallending
institutioninthenormalcourseofbusinessis
reportableonScheduleBbutisnotconsidereda
contribution.Contributorcodesandcumulative
amounts(Column(g))arerequiredonlyforloans
thatarecontributions.
RefertotheFPPCCampaignDisclosureManual
foryourtypeofcommitteeforimportantinformation
aboutrecordkeeping,prohibitionsoncash
contributions,returningcontributions,andmore.
CALIFORNIA
FORM
460
I.D.NUMBER
Schedule B – Part 2
Loan Guarantors
Amounts may be rounded
to whole dollars.
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
Page of
AMOUNT
GUARANTEED
THISPERIOD
Statement covers period
from
through
SCHEDULEB-PART2
CALIFORNIA
FORM
460
IFANINDIVIDUAL,ENTER
OCCUPATIONANDEMPLOYER
(IFSELF-EMPLOYED,ENTER
NAMEOFBUSINESS)
FULLNAME,STREETADDRESSAND
ZIPCODEOFGUARANTOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
BALANCE
OUTSTANDING
TODATE
CUMULATIVE
TODATE
CALENDARYEAR
$
PERELECTION
(IFREQUIRED)
$
LOAN
CONTRIBUTOR
CODE
Enteron
SummaryPage,
Line17only.
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
CALENDARYEAR
$
PERELECTION
(IFREQUIRED)
$
CALENDARYEAR
$
PERELECTION
(IFREQUIRED)
$
CALENDARYEAR
$
PERELECTION
(IFREQUIRED)
$
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. B-2
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Schedule B – Part 2
Loan Guarantors
Guarantorsofloansreceivedoroutstandingduring
thereportingperiodarereportedonSchedule
B–Part2.A“guarantor”isathirdpartythatco-
signs,endorses,orprovidessecurityforaloan,or
establishesorprovidessecurityforalineofcredit.
Aguarantorisalsomakingacontribution.
Foreachguarantorof$100ormore,enterthe
nameandaddressoftheguarantorand,ifthe
guarantorisanindividual,his/heroccupationand
employeror,ifselfemployed,thenameofhis/her
business.
Enterthenameofthelenderortheentityatwhich
alineofcreditwasestablishedandthedateofthe
loanorthedatethelineofcreditwasestablished.
Entertheamountguaranteedthisperiod,if
applicable.Forlinesofcredit,enterthefullamount
establishedorsecuredbytheguarantorduringthe
period.(Reportamountsdrawnonalineofcredit
onScheduleB–Part1.)
Enterthecumulativeamountguaranteedduring
thecalendaryearcoveredbythestatement.
Candidatessubjecttostatecontributionlimits(or
ifrequiredbylocalordinance)mustdisclosethe
cumulativeamountreceivedfromeachcontributor
duringthelimitationcycleinadditiontothecalendar
yearcumulativeamount.(Candidatesforelective
stateofceshouldrefertoFPPCCampaign
DisclosureManual1.)
Reporttheoutstandingbalanceforwhichthe
guarantorisliableatthecloseofthisreporting
period.
LoanguaranteesarenotincludedintheScheduleB
Summary,butarecarriedforwardinalumpsumto
Line17oftheSummaryPage.
CALIFORNIA
FORM
460
Schedule C
Nonmonetary Contributions Received
I.D.NUMBER
Attach additional information on appropriately labeled continuation sheets.
CUMULATIVETO
DATE
CALENDARYEAR
(JAN1-DEC31)
AMOUNT/
FAIRMARKET
VALUE
PERELECTION
TODATE
(IFREQUIRED)
DATE
RECEIVED
Amounts may be rounded
to whole dollars.
DESCRIPTIONOF
GOODSORSERVICES
SCHEDULEC
Page of
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
Schedule C Summary
1.Amountreceivedthisperiod–itemizednonmonetarycontributions.
(IncludeallScheduleCsubtotals.)......................................................................................................................$
2.Amountreceivedthisperiod–unitemizednonmonetarycontributionsoflessthan$100..................................$
3.Totalnonmonetarycontributionsreceivedthisperiod.
(AddLines1and2.EnterhereandontheSummaryPage,ColumnA,Lines4and10.).....................TOTAL$
Statement covers period
from
through
SUBTOTAL $
IFANINDIVIDUAL,ENTER
OCCUPATIONANDEMPLOYER
(IFSELF-EMPLOYED,ENTER
NAMEOFBUSINESS)
FULLNAME,STREETADDRESSAND
ZIPCODEOFCONTRIBUTOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CONTRIBUTOR
CODE
*
IND
COM
OTH
PTY
SCC
CALIFORNIA
FORM
460
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
IND
COM
OTH
PTY
SCC
*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 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. C
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Instructions for
Schedule C
Nonmonetary Contributions Received
Reportthereceiptofnonmonetarycontributionson
ScheduleC.
Nonmonetarycontributionsinclude:
• Goodsandservicesforwhichyouhavenotpaid
thefairmarketvalue,includingitemsdonated
forauctionsorgaragesales,suchasartworkor
furniture.
• Adiscountthatisnotavailabletothepublic
generally.
• Salarypaymentsmadebyanemployerforan
employeewhospends10%ormoreofhisorher
compensatedtimeinacalendarmonthworking
foryourcommittee.
Volunteerpersonalservicesandpayments
voluntarilymadebyapersonforhisorher
owncampaign-relatedtravelexpensesarenot
reportable.Theoccupantofahomeorofcecan
hostafundraiserwithoutmakinganonmonetary
contributionaslongasthetotalcostofthe
fundraiseris$500orless.
Ifatotalof$100ormoreisreceivedfromasingle
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
CSummary.
Date Received:
Anonmonetarycontributionhasbeenreceived
ontheearlierofthefollowing:1)thedatethe
contributormadeanexpenditureforgoods
orservicesatyourbehest(inconsultationor
coordinationwithyou,oratyourrequestor
suggestion);or2)thedateyouoryouragent
obtainedpossessionorcontrolofthegoodsor
services.
Per Election to Date:
Candidatessubjecttostatecontributionlimits(or
ifrequiredbylocalordinance)mustdisclosethe
cumulativeamountreceivedfromeachcontributor
duringthelimitationcycleinadditiontothe
calendaryearcumulativeamount.(Candidates
forelectivestateofceshouldrefertoFPPC
CampaignDisclosureManual1.)
Fair Market Value:
Thefairmarketvalueofanonmonetary
contributionistheamountitwouldcosttopurchase
thegoodsorservicesontheopenmarket.Thefair
marketvaluecanbemorethantheamountitcost
thecontributortoprovidethegoodsorservicesto
you.
Ifyoudonotknowthevalueofanonmonetary
contribution,youmayrequestthecontributorto
provideyouwithawrittenstatementofthevalue.
Ifyoumakearequestinwritingandthevalueof
thecontributionis$100ormore,thecontributoris
requiredbylawtoprovidetheinformation.
Administrative Services:
Administrativeoverheadandstart-upexpenses
paidbyasponsoringorganizationforitssponsored
committeearenotcontributionstothecommittee
butmustbereportedonScheduleC.Reportthe
valueoftheservicesinthe“DescriptionofGoods
orServices”columnandazerointhe“Amount”
and“CumulativetoDate”columns.
Nonmonetary Contributions as
Expenditures:
Thetotalofnonmonetarycontributionsisreported
ontheSummaryPageasbothcontributions
receivedandexpendituresmade.Enterthetotal
onLine3oftheScheduleCSummaryonboth
Lines4and10oftheSummaryPage.(State
Candidates:Mostnonmonetarycontributionsalso
countforpurposesofthevoluntaryexpenditure
limits.)
Additional Important Information:
RefertotheInstructionsforScheduleAfor
importantinformationabout:
• Contributorcodes
• Contributionsfromindividuals
• Contributionsfromcommittees
• Intermediaries
RefertotheFPPCCampaignDisclosureManual
foryourtypeofcommitteeforimportantinformation
aboutaggregatingmonetaryandnonmonetary
contributions,recordkeeping,andmore.
CALIFORNIA
FORM
460
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
Schedule D
Summary of Expenditures
Supporting/Opposing Other
Candidates, Measures and Committees
Page of
SUBTOTAL $
Amounts may be rounded
to whole dollars.
I.D.NUMBER
Statement covers period
from
through
SCHEDULED
Schedule D Summary
1.Itemizedcontributionsandindependentexpendituresmadethisperiod.(IncludeallScheduleDsubtotals.)....................................................... $
2.Unitemizedcontributionsandindependentexpendituresmadethisperiodofunder$100.................................................................................... $
3.Totalcontributionsandindependentexpendituresmadethisperiod.(AddLines1and2.DonotenterontheSummaryPage.).......... TOTAL. . $
NAMEOFCANDIDATE,OFFICE,ANDDISTRICT,OR
MEASURENUMBERORLETTERANDJURISDICTION,
ORCOMMITTEE
DATE TYPEOFPAYMENT
PERELECTION
TODATE
(IFREQUIRED)
CUMULATIVETODATE
CALENDARYEAR
(JAN.1-DEC.31)
Support
Oppose
DESCRIPTION
(IFREQUIRED)
Support
Oppose
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
CALIFORNIA
FORM
460
Support
Oppose
AMOUNTTHIS
PERIOD
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. D
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
CALIFORNIA
FORM
460
Instructions for
Schedule D
Summary of Expenditures Supporting/Opposing Other
Candidates, Measures, and Committees
ScheduleDisasummaryofpaymentsreported
onSchedulesE,F,andHthatarecontributionsor
independentexpenditurestosupportoroppose
candidatesandcommittees.Theseinclude:
• Adirectmonetarycontributionorloanmadeto
anothercandidateorcommittee.
• Apaymentmadetoavendorforgoodsor
servicesforacandidateorcommittee(a
nonmonetarycontribution).
• Adonationtoacandidateorcommitteeofgoods
onhand,orthepaymentofsalaryorexpenses
foracampaignemployeewhospends10%or
moreofhisorhercompensatedtimeworkingfor
anothercandidateorcommittee.
• Apaymentmadeforacommunication(e.g.,
amailing,billboard,radioad)thatexpressly
advocatestheelection,passageordefeatofa
clearlyidentiedcandidateorballotmeasure,
butthepaymentisnotmadeto–oratthebehest
of–thecandidateoraballotmeasurecommittee.
Thesepaymentsare“independentexpenditures”
andmaytriggeradditionalreportsforyour
committee.
Ifatotalof$100ormoreiscontributedor
expendedduringacalendaryeartosupportor
opposeasinglecandidate,ballotmeasure,ora
generalpurposecommittee(e.g.,apoliticalparty),
disclosethenameofthecandidateandtheofce
soughtorheldandthecandidate’sdistrict,ifany,
thenumberorletterandjurisdictionoftheballot
measure,orthenameofthegeneralpurpose
committee.Foreachcandidateormeasurelisted,
indicatewhetherthepaymentwasmadetosupport
oropposethecandidateormeasure.Forexample,
ifyoumadeacontributiontotheCommittee
AgainstMeasureA,checkthe“Oppose”box.
Disclosethedate(s)andamount(s)ofcontributions
orindependentexpendituresmadethisperiod
relativetoeachcandidate,measure,orcommittee,
andthecumulativeamountcontributedorpaid
todaterelativetothecandidate,measure,or
committeesinceJanuary1ofthecurrentcalendar
year.Cumulatecontributionsandindependent
expendituresseparately.
Contributionsandexpendituresoflessthan$100to
supportoropposeasinglecandidateormeasure
duringacalendaryeararetotaledandreportedasa
lumpsumonLine2oftheScheduleDSummary.
Per Election to Date:
Ifacontributionismadetoacandidatethatis
subjecttostatecontributionlimits(orifrequired
bylocalordinance),disclosethetotalamount
contributedtothecommitteeinconnectionwith
eachlimitationcycleandidentifytheelectionyear.
Theprimaryandgeneralelectionsareseparate
elections.Forexample,a$4,200contributiontoa
candidatefortheprimaryelectionin2016wouldbe
disclosedas“$4,200P-16.”
Description:
Ifyoucontributedgoodsonhandtoanother
candidateorcommittee(e.g.,ofcesupplies),
describethegoodsorservicesinthe“Description”
columnanddisclosethefairmarketvalueofthe
contribution.Thefairmarketvalueistheamountit
wouldcosttherecipienttopurchasethegoodsor
services.Becausepaymentsmustbedescribed
whentheyarereportedonSchedulesEandF,
youneednotprovideadescriptiononSchedule
DforpaymentsreportedonSchedulesEorFthat
arenonmonetarycontributionsorindependent
expenditures.
Date of Contribution or Expenditure:
Amonetarycontributionismadeonthedateit
ismailed,delivered,orotherwisetransmittedit
tothecandidateorcommittee.Anonmonetary
contributionismadeontheearlierofthefollowing:
1)thedateyoumadeanexpenditureforgoods
orservicesatthebehestofthecandidateor
committee;or2)thedatethecandidateor
committeeobtainedpossessionorcontrolofthe
goodsorservices.
Additional Important Information:
RefertotheFPPCCampaignDisclosureManual
foryourtypeofcommitteeforimportantinformation
aboutrecordkeeping,prohibitionsoncash
payments,restrictionsontheuseofcampaign
funds,andmore.
“PerElectiontoDate”Column
LimitationCycle YearofElection
Primary P 2016 16
General G 2017 17
Special S 2018 18
Runoff R 2019 19
NAMEOFFILER
Schedule D
(Continuation Sheet)
Summary of Expenditures
Supporting/Opposing Other
Candidates, Measures and Committees
Page of
Amounts may be rounded
to whole dollars.
I.D.NUMBER
Statement covers period
from
through
SCHEDULED(CONT.)
CALIFORNIA
FORM
460
SUBTOTAL $
NAMEOFCANDIDATE,OFFICE,ANDDISTRICT,OR
MEASURENUMBERORLETTERANDJURISDICTION,
ORCOMMITTEE
DATE TYPEOFPAYMENT
PERELECTION
TODATE
(IFREQUIRED)
CUMULATIVETODATE
CALENDARYEAR
(JAN.1-DEC.31)
Support
Oppose
DESCRIPTION
(IFREQUIRED)
Support
Oppose
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
Support
Oppose
AMOUNTTHIS
PERIOD
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
Support
Oppose
Monetary
Contribution
Nonmonetary
Contribution
Independent
Expenditure
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. D-Con.
Print Form
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
Schedule E
Payments Made
Page of
CODES:Ifoneofthefollowingcodes accurately describes the payment, youmayenterthecode.Otherwise,describethe payment.
CODE OR DESCRIPTIONOFPAYMENT AMOUNTPAID
SUBTOTAL $
Amounts may be rounded
to whole dollars.
I.D.NUMBER
Statement covers period
from
through
SCHEDULEE
RAD radioairtimeandproductioncosts
RFD returnedcontributions
SAL campaignworkers’salaries
TEL t.v.orcableairtimeandproductioncosts
TRC candidatetravel,lodging,andmeals
TRS staff/spousetravel,lodging,andmeals
TSF transferbetweencommitteesofthesamecandidate/sponsor
VOT voterregistration
WEB informationtechnologycosts(internet,e-mail)
MBR membercommunications
MTG meetingsandappearances
OFC ofceexpenses
PET petitioncirculating
PHO phonebanks
POL pollingandsurveyresearch
POS postage,deliveryandmessengerservices
PRO professionalservices(legal,accounting)
PRT printads
Schedule E Summary
1.Itemizedpaymentsmadethisperiod.(IncludeallScheduleEsubtotals.)............................................................................................................. $
2.Unitemizedpaymentsmadethisperiodofunder$100.......................................................................................................................................... $
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 $
CMP campaignparaphernalia/misc.
CNS campaignconsultants
CTB contribution(explainnonmonetary)*
CVC civicdonations
FIL candidateling/ballotfees
FND fundraisingevents
IND independentexpendituresupporting/opposingothers(explain)*
LEG legaldefense
LIT campaignliteratureandmailings
NAMEANDADDRESSOFPAYEE
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CALIFORNIA
FORM
460
*PaymentsthatarecontributionsorindependentexpendituresmustalsobesummarizedonScheduleD.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. E
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
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 payments made on 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ofthe
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.
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rm)makespaymentsonyour
behalf(“subvendor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.
Loans:
ReportinterestpaidonloansreceivedonLine3of
theScheduleESummary(fromScheduleB,Part
1,Column(e)).
Reportpaymentsmadeonloansreceivedon
ScheduleBandloansmadetoothersonSchedule
H.DonotreportonScheduleE.
Savings Accounts/Certicates of
Deposit/Money Market Accounts:
Donotreporttransfersofcampaignfundsinto
savingsaccounts,certicates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.
Candidates:
• Candidatesmustbrieydescribethepolitical,
legislative,orgovernmentalpurposeofan
itemizedexpenditureforgifts,meals,andtravel
payments.FPPCRegulation18421.7setsout
therequirements.
• Candidatecontrolledballotmeasurecommittee
fundsmayonlybeusedtomakepayments
relatedtoastateorlocalmeasureorpotential
measure(includingqualicationactivities)
anticipatedbythecommittee.SeeFPPC
regulation18521.5.
Ballot Measure Committees
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ofcer,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controllingthe
committee;or
-- Anofceroremployeeofthecommittee;or
-- Thespouseofanyoftheabove.
CALIFORNIA
FORM
460
CODE OR DESCRIPTIONOFPAYMENT AMOUNTPAID
SUBTOTAL $
Statement covers period
from
through
SCHEDULEE(CONT.)
Amounts may be rounded
to whole dollars.
Schedule E
(Continuation Sheet)
Payments Made
SEEINSTRUCTIONSONREVERSE
Page of
I.D.NUMBER
NAMEANDADDRESSOFPAYEE
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CALIFORNIA
FORM
460
CODES:Ifoneofthefollowingcodes accurately describes the payment, youmayenterthecode.Otherwise,describethe payment.
*PaymentsthatarecontributionsorindependentexpendituresmustalsobesummarizedonScheduleD.
RAD radioairtimeandproductioncosts
RFD returnedcontributions
SAL campaignworkers’salaries
TEL t.v.orcableairtimeandproductioncosts
TRC candidatetravel,lodging,andmeals
TRS staff/spousetravel,lodging,andmeals
TSF transferbetweencommitteesofthesamecandidate/sponsor
VOT voterregistration
WEB informationtechnologycosts(internet,e-mail)
MBR membercommunications
MTG meetingsandappearances
OFC ofceexpenses
PET petitioncirculating
PHO phonebanks
POL pollingandsurveyresearch
POS postage,deliveryandmessengerservices
PRO professionalservices(legal,accounting)
PRT printads
CMP campaignparaphernalia/misc.
CNS campaignconsultants
CTB contribution(explainnonmonetary)*
CVC civicdonations
FIL candidateling/ballotfees
FND fundraisingevents
IND independentexpendituresupporting/opposingothers(explain)*
LEG legaldefense
LIT campaignliteratureandmailings
NAMEOFFILER
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. E-Con.
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
CALIFORNIA
FORM
460
Instructions for
Schedule E (Continued)
Payments Made
Codes:
CMP: Campaign paraphernalia/misc.Lawn
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rms.
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,
nonprotoreducationorganizations;paymentsfor
communityevents.
FIL: Candidate Filing/Ballot Fees.Paymentsto
electionofcialsforcandidateling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forfood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,ortheirfamily
members,forthepurposeofsupportingoropposing
acandidateorballotmeasure.
MTG: Meetings and appearances.Costs
associatedwithmeetings,pressconferences,town
halls,constituentmeetings,etc.
OFC: Ofce expenses.Expendituresforofce
rent;utilities(includingcellularphoneservice);
purchaseorrentalofofceequipment(computer,fax,
photocopier,etc.)andfurniture;ofcesupplies,etc.
PET: Petition circulating.Includespayments
forprintingpetitionsandpaymentstosignature
gatheringrmsforballotmeasurequalication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,internet
access,productionofwebsite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.
Statement covers period
from
through
I.D.NUMBER
SCHEDULEF
Schedule F Summary
1.Totalaccruedexpensesincurredthisperiod.(IncludeallScheduleF,Column(b)subtotalsfor
accruedexpensesof$100ormore,plustotalunitemizedaccruedexpensesunder$100.)..............................................INCURRED TOTALS $
2.Totalaccruedexpensespaidthisperiod.(IncludeallScheduleF,Column(c)subtotalsforpaymentson
accruedexpensesof$100ormore,plustotalunitemizedpaymentsonaccruedexpensesunder$100.)................................... PAID TOTALS $
3.Netchangethisperiod.(SubtractLine2fromLine1.Enterthedifferencehereand
ontheSummaryPage,ColumnA,Line9.) ................................................................................................................................................................................... NET $
Amounts may be rounded
to whole dollars.
Page of
Schedule F
Accrued Expenses (Unpaid Bills)
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
NAMEANDADDRESSOFCREDITOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
Maybeanegativenumber
$
CODEOR
DESCRIPTIONOFPAYMENT
(a)
OUTSTANDING
BALANCEBEGINNING
OFTHISPERIOD
(b)
AMOUNTINCURRED
THISPERIOD
(c)
AMOUNTPAID
THISPERIOD
(ALSOREPORTONE)
(d)
OUTSTANDING
BALANCEATCLOSE
OFTHISPERIOD
SUBTOTALS $ $
$
CALIFORNIA
FORM
460
CODES:Ifoneofthefollowingcodes accurately describes the payment, youmayenterthecode.Otherwise,describethe payment.
*Paymentsthatarecontributionsorindependentexpendituresmustalsobe
summarizedonScheduleD.
RAD radioairtimeandproductioncosts
RFD returnedcontributions
SAL campaignworkers’salaries
TEL t.v.orcableairtimeandproductioncosts
TRC candidatetravel,lodging,andmeals
TRS staff/spousetravel,lodging,andmeals
TSF transferbetweencommitteesofthesamecandidate/sponsor
VOT voterregistration
WEB informationtechnologycosts(internet,e-mail)
MBR membercommunications
MTG meetingsandappearances
OFC ofceexpenses
PET petitioncirculating
PHO phonebanks
POL pollingandsurveyresearch
POS postage,deliveryandmessengerservices
PRO professionalservices(legal,accounting)
PRT printads
CMP campaignparaphernalia/misc.
CNS campaignconsultants
CTB contribution(explainnonmonetary)*
CVC civicdonations
FIL candidateling/ballotfees
FND fundraisingevents
IND independentexpendituresupporting/opposingothers(explain)*
LEG legaldefense
LIT campaignliteratureandmailings
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. F
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
CALIFORNIA
FORM
460
Instructions for
Schedule F
Accrued Expenses (Unpaid Bills)
Reportunpaidbillsforgoodsorserviceson
ScheduleF.
Iftheamountowedtoasinglevendoris$100
ormoreattheendofthereportingperiod,you
mustdisclosethenameandstreetaddress,city,
state,andzipcodeofthepayeeorcreditorand
theamountincurredduringtheperiodthatis
outstandingattheendoftheperiod(Column(b)).
Continuereportingtheaccruedexpenseoneach
subsequentcampaignstatementuntilitispaid.
YouarenotrequiredtoreportonScheduleF
regularadministrativeoverheadexpenses,such
asrent,utilities,phones,oremployeesalariesif
youhavenotreceivedabillinthenormalcourseof
businessoriftheduedateforthepaymentisafter
theclosingdateofthestatement.
Ifyoudonotknowtheexactamountofadebtor
obligation,provideanestimate.Oncetheexact
amountisknown,amendtheestimatedamount
ornotethecorrectamountonthenextcampaign
statement.
Unpaidbillsoflessthan$100attheendofthe
reportingperiodareaddedtogetherandincluded
inthetotalreportedonLine1oftheScheduleF
Summary.
Whenaccruedexpensesarepaid,thepayments
arereportedonScheduleE.Alsoreportthe
paymentonScheduleF,Column(c).
Code or Description of Payment:
IfoneoftheexpenditurecodeslistedonSchedule
Ffullydescribesthepayment,enterthecode.A
fulldescriptionofeachcodeisprovidedonthe
backoftheScheduleEContinuationSheet.If
noneofthecodesfullyexplainstheexpenditure,
enterabriefdescriptionofthegoodsorservices
instead.
Therearespecialinstructionsonthebackof
theScheduleEContinuationSheetforcoding
anddescribingnonmonetarycontributionsand
independentexpenditurestosupport/opposeother
candidates,committees,andballotmeasures.
Accruedexpensesthatarenonmonetary
contributionsandindependentexpendituresmust
alsobesummarizedonScheduleDwhenincurred.
Credit Card Payments:
Disclosethename,address,andamountowedor
paidtothecreditcardcompanyduringtheperiod.
Alsodisclosethename,address,amountpaid,and
codeordescriptionofpaymentforeachvendor
paid$100ormore.Youmaydisclosethevendor
paymentsonScheduleForScheduleG.
Payments by Agents and Independent
Contractors:
Whenanagentorindependentcontractor
(e.g.,campaignworker,advertisingagency,
campaignmanagementrm)makespayments
onyourbehalf(“subvendorpayments”),disclose
thename,address,amountpaid,andcodeor
descriptionofpaymentforeachvendorpaid$500
ormore.Discloseamountsowedtotheagentor
independentcontractoronScheduleF.Youmay
disclosethesubvendorpaymentsonScheduleFor
ScheduleG.
Note:Itisnotnecessarytoreitemizecreditcard
vendorsoragentsubvendorsonScheduleForG
whenpaymentsaremadeonaccruedexpenses,
orifanaccruedexpenseisitemizedonmorethan
onestatement.
Forgiveness or Third Party Payment of
an Accrued Expense:
Ifacreditorforgivesorreducesanoutstanding
debt,orathirdpartypaysadebtforyou,reportthe
transactionasfollows:
• Inthe“DescriptionofPayment”column,state
thatthedebtwasforgiven,reduced,orpaidbya
thirdparty.
• Reporttheamountforgiven,reduced,orpaidby
athirdpartyasanegativegureinthe“Amount
IncurredThisPeriod”column(Column(b)).
• Reportanonmonetarycontributionfromthe
creditororthirdpartyonScheduleC.
Donotreporttheforgiveness,reduction,orthird
partypaymentonScheduleE.
RefertotheFPPCCampaignDisclosureManual
foryourtypeofcommitteeforimportantinformation
aboutrecordkeeping,cashexpenditures,
permissibleusesofcampaignfunds,andmore.
Statement covers period
from
through
I.D.NUMBER
SCHEDULEF(CONT.)
Amounts may be rounded
to whole dollars.
Page of
Schedule F
(Continuation Sheet)
Accrued Expenses (Unpaid Bills)
NAMEOFFILER
NAMEANDADDRESSOFCREDITOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
$
CODEOR
DESCRIPTIONOFPAYMENT
(a)
OUTSTANDING
BALANCEBEGINNING
OFTHISPERIOD
(b)
AMOUNTINCURRED
THISPERIOD
(c)
AMOUNTPAID
THISPERIOD
(ALSOREPORTONE)
(d)
OUTSTANDING
BALANCEATCLOSE
OFTHISPERIOD
SUBTOTALS $ $
$
CALIFORNIA
FORM
460
CODES:Ifoneofthefollowingcodes accurately describes the payment, youmayenterthecode.Otherwise,describethe payment.
*Payments that are contributions or independent expenditures must also be summarized on Schedule D.
RAD radioairtimeandproductioncosts
RFD returnedcontributions
SAL campaignworkers’salaries
TEL t.v.orcableairtimeandproductioncosts
TRC candidatetravel,lodging,andmeals
TRS staff/spousetravel,lodging,andmeals
TSF transferbetweencommitteesofthesamecandidate/sponsor
VOT voterregistration
WEB informationtechnologycosts(internet,e-mail)
MBR membercommunications
MTG meetingsandappearances
OFC ofceexpenses
PET petitioncirculating
PHO phonebanks
POL pollingandsurveyresearch
POS postage,deliveryandmessengerservices
PRO professionalservices(legal,accounting)
PRT printads
CMP campaignparaphernalia/misc.
CNS campaignconsultants
CTB contribution(explainnonmonetary)*
CVC civicdonations
FIL candidateling/ballotfees
FND fundraisingevents
IND independentexpendituresupporting/opposingothers(explain)*
LEG legaldefense
LIT campaignliteratureandmailings
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. F-Con.
Print Form
CODE OR DESCRIPTIONOFPAYMENT AMOUNTPAID
Schedule G
Payments Made by an Agent or Independent
Contractor (on Behalf of This Committee)
Page of
Amounts may be rounded
to whole dollars.
SCHEDULEG
I.D.NUMBER
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
NAMEOFAGENTORINDEPENDENTCONTRACTOR
Statement covers period
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.
NAMEANDADDRESSOFPAYEEORCREDITOR
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CALIFORNIA
FORM
460
CODES:Ifoneofthefollowingcodes accurately describes the payment, youmayenterthecode.Otherwise,describethe payment.
*PaymentsthatarecontributionsorindependentexpendituresmustalsobesummarizedonScheduleD.
RAD radioairtimeandproductioncosts
RFD returnedcontributions
SAL campaignworkers’salaries
TEL t.v.orcableairtimeandproductioncosts
TRC candidatetravel,lodging,andmeals
TRS staff/spousetravel,lodging,andmeals
TSF transferbetweencommitteesofthesamecandidate/sponsor
VOT voterregistration
WEB informationtechnologycosts(internet,e-mail)
MBR membercommunications
MTG meetingsandappearances
OFC ofceexpenses
PET petitioncirculating
PHO phonebanks
POL pollingandsurveyresearch
POS postage,deliveryandmessengerservices
PRO professionalservices(legal,accounting)
PRT printads
CMP campaignparaphernalia/misc.
CNS campaignconsultants
CTB contribution(explainnonmonetary)*
CVC civicdonations
FIL candidateling/ballotfees
FND fundraisingevents
IND independentexpendituresupporting/opposingothers(explain)*
LEG legaldefense
LIT campaignliteratureandmailings
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. G
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Reportpaymentsmadeonyourbehalfduring
thereportingperiodbyanagentorindependent
contractor(suchasacampaignmanagementrm
oranadvertisingagency)onScheduleG.
ScheduleGmaybecompletedbytheagent
orindependentcontractorandprovidedtoyou
orScheduleGmaybecompletedbyyoufrom
informationprovidedbytheagentorindependent
contractor.
Reportexpendituresof$500ormore(otherthan
expendituresfortheagent’sorindependent
contractor’soverheadandnormaloperating
expenses)madeonyourbehalfduringthe
reportingperiod.
Onceasubvendorpaymenthasbeenitemizedon
ScheduleE,F,orG,itdoesnotneedtobeitemized
again.Forexample,ifasubvendorpaymentis
reportedonScheduleForGaspartofanaccrued
expense,thesubvendorinformationdoesnotneed
tobereportedagainonsubsequentreports.
Code or Description of Payment:
IfoneoftheexpenditurecodeslistedonSchedule
Gfullydescribesthepayment,enterthecode.A
fulldescriptionofeachcodeisprovidedonthe
backoftheScheduleEContinuationSheet.If
noneofthecodesfullyexplainstheexpenditure,
enterabriefdescriptionofthepaymentinstead.
Instructions for
Schedule G
Payments Made by an Agent or
Independent Contractor
Important: Ofceholders and candidatesmay
reimburseanagentorindependentcontractorfor
expendituresmadeontheirbehalfonlyifallofthe
followingcriteriaaremet:
• Thereisawrittencontractbetweenthe
ofceholderorcandidateandtheagentor
independentcontractorthatprovidesforthe
reimbursement;
• Thetreasurerisprovidedwithadatedreceipt
andwrittendescriptionofeachexpenditureprior
toreimbursement;and
• Reimbursementispaidwithin45calendardays
aftertheagentorindependentcontractormakes
theexpenditures.
Generally,ifreimbursementisnotpaidwithin
45calendardays,reporttheexpenditureasa
nonmonetarycontributiononScheduleC.
RefertotheFPPCCampaignDisclosure
Manualforyourtypeofcommitteeforadditional
instructions.
CALIFORNIA
FORM
460
Schedule H
Loans Made to Others*
SCHEDULEH
Amounts may be rounded
to whole dollars.
Schedule H Summary
1.Loansmadethisperiod....................................................................................................................................................$
(TotalColumn(b)plusunitemizedloansoflessthan$100.)
2.Paymentsreceivedonloans............................................................................................................................................$
(TotalColumn(c)plusunitemizedpaymentsoflessthan$100.)
3.Netchangethisperiod.(SubtractLine2fromLine1.)............................................................................................NET $
(EnterthenethereandontheSummaryPage,ColumnA,Line7.)
*Loansthatarecontributionstoanothercandidateorcommitteemust
alsobesummarizedonScheduleD.Loansforgivenmustalsobe
reportedonScheduleE.
IFANINDIVIDUAL,ENTER
OCCUPATIONANDEMPLOYER
(IFSELF-EMPLOYED,ENTER
NAMEOFBUSINESS)
Statement covers period
from
through
I.D.NUMBER
Page of
FULLNAME,STREETADDRESSANDZIPCODE
OFRECIPIENT
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
CALIFORNIA
FORM
460
(Maybeanegativenumber)
SUBTOTALS $ $ $
INTEREST
RECEIVED
CUMULATIVE
LOANS
TODATE
ORIGINAL
AMOUNTOF
LOAN
OUTSTANDING
BALANCE
BEGINNINGTHIS
PERIOD
AMOUNT
LOANEDTHIS
PERIOD
REPAYMENTOR
FORGIVENESS
THISPERIOD
OUTSTANDING
BALANCEAT
CLOSEOFTHIS
PERIOD
(b)
(c)
(e)
$
DATEINCURRED
(Enter(e)on
ScheduleI,Line3)
CALENDARYEAR
$
PERELECTION
$
%
RATE
$
(a)
(d)
$
$
(f)
(g)
PAID
$
FORGIVEN
$
$
DATEDUE
$
$
DATEINCURRED
CALENDARYEAR
$
PERELECTION
$
%
RATE
$
$
$
PAID
$
FORGIVEN
$
$
DATEDUE
*
**
**
**IfRequired
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. H
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
CALIFORNIA
FORM
460
Instructions for
Schedule H
Loans Made to Others
Allloansmadeoroutstandingarereportedon
ScheduleH.
Generally,campaignfundsmaybeusedto
makeloanstoothercandidates,ofceholders,or
committees(unlessotherwiseprohibited)andto
bonadecharitable,educational,civic,religious,or
similartax-exemptnonprotorganizations.There
arerestrictionsonloanstoanyotherperson,
includingacandidatewhocontrolsthecommittee,
ortoanonprotorganizationthatisafliatedwith
acandidate,thetreasurer,orothercommittee
ofcials.
Foreachloanof$100ormorethatwasmade
orwasoutstandingduringthereportingperiod,
disclosetherecipient’snameandaddressand,if
anindividual,his/heroccupationandemployeror,if
selfemployed,thenameofthebusiness.
Column(a)–Entertheoutstandingloanbalance
atthebeginningofthisperiod(column(d)oflast
report.)Iftheloanwasmadethisperiod,this
columnwillbeblank.
Column(b)–Entertheamountloanedtothe
recipientduringthisreportingperiod.Ifthisloan
wasmadeinapreviousreportingperiod,leave
blank.
Column(c)–Entertheamountofanyreduction
oftheloanduringthisreportingperiod.Check
whethertheloanwaspaidorforgiven.Ifthe
committeeforgivesaloan,alsoreportthe
transactiononScheduleE.
Column(d)–Entertheoutstandingbalanceofthe
loan(s)atthecloseofthisreportingperiod.Enter
theduedate,ifany.
Column(e)–Entertheinterestrateandamount
ofinterestreceivedontheloan(s)duringthis
reportingperiod.Interestreceivedisreported
separatelyfrompaymentsreceivedontheloan
principal.Interestpaymentsarealsotransferredto
theScheduleISummary.
Column(f)–Entertheoriginalamountoftheloan
anddatemade.Ifthisisthersttimeyouare
reportingtheloan,thiswillbethesameamount
reportedinColumn(b).
Column(g)–Foreachloanmadeduringthis
reportingperiodthatisacontribution,*enter
thecumulativeamountofcontributions(loans,
monetaryandnonmonetarycontributions)
madetotherecipientduringthecalendaryear
coveredbythestatement.Iftherecipientisa
candidatesubjecttostatecontributionlimits,or
theinformationisrequiredbylocalordinance,also
enterthetotalamountcontributedtothecandidate
inconnectionwitheachlimitationcycleandidentify
theelectionyear.(Forcontributionstostate
candidates,seetheScheduleDinstructions.)
Schedule H Summary:
TheScheduleHSummaryreectsthe“net
change”inthecommittee’sloanactivity.Thatis,
repaymentsreceivedaresubtractedfromnew
loansmade.Whentherepaymentnumberislarger
thantheamountofthenewloansmade,Line3
willbeanegativegure.Forexample,if$200
isreceivedbythecommitteeduringtheperiod
andonly$100ismadeinnewloans,reportthe
netchangeonLine3as“-$100”or“($100).”Be
suretocarrythisguretotheSummaryPageas
anegativeguretobesubtractedfromSummary
Pagetotals.
RefertotheFPPCCampaignDisclosureManual
foryourtypeofcommitteeforimportantinformation
aboutrecordkeeping,prohibitionsoncash
contributions,loanrestrictions,andmore.
*Loansthatarecontributionstocandidatesorother
committeesmustalsobereportedonScheduleD.
Schedule I
Miscellaneous Increases to Cash
Amounts may be rounded
to whole dollars.
Page of
I.D.NUMBER
SEEINSTRUCTIONSONREVERSE
NAMEOFFILER
AMOUNTOF
INCREASETOCASH
DESCRIPTIONOFRECEIPT
DATE
RECEIVED
Schedule I Summary
1.Itemizedincreasestocashthisperiod............................................................................................................................$
2.Unitemizedincreasestocashofunder$100thisperiod.................................................................................................$
3.Totalofallinterestreceivedthisperiodonloansmadetoothers.(ScheduleH,Column(e).).......................................$
4.Totalmiscellaneousincreasestocashthisperiod.(AddLines1,2,and3.Enterhereandonthe
SummaryPage,Line14.)............................................................................................................................. TOTAL $
Attach additional information on appropriately labeled continuation sheets.
SUBTOTAL $
SCHEDULEI
Statement covers period
from
through
FULLNAMEANDADDRESSOFSOURCE
(IFCOMMITTEE,ALSOENTERI.D.NUMBER)
CALIFORNIA
FORM
460
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Clear Sch. I
Print Form
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
CALIFORNIA
FORM
460
Reportanytransactionthatincreasesthe
cashpositionoftheofceholder,candidate,or
committee,butisnotamonetarycontribution,loan,
orloanrepayment,onScheduleI.
Itemizethesourcesof$100ormorereceived
duringthereportingperiod.
Examplesinclude:
• Interestreceivedorcreditedtocheckingor
savingsaccountsorothertimedeposits.
• Proceedsfromthesaleofproperty,suchas
paintings,furniture,orotheritemssoldat
garagesalesorauctions,etc.,whentheamount
receivedisthe“fairmarketvalue”oftheitem.
Amountsreceivedoverthefairmarketvalueare
reportedonScheduleA.(Reportdonateditems
asnonmonetarycontributionsonScheduleC.)
• Proceedsfromthesaleofcampaignproperty,
suchasofcefurnitureorequipment.
• Refundsreceivedondeposits,suchas
telephonedeposits.
• Refundsreceivedfromoverpaymentofbills.
Instructions for
Schedule I
Miscellaneous Increases to Cash
• Transfersreceivedfromanotherauthorized
committeeofthesamecandidate.(Candidates
forelectivestateofceshouldrefertoFPPC
CampaignDisclosureManual1forinformation
aboutreportingtransferredfundsthatmust
beattributedtospeciccontributorsofthe
committeemakingthetransfer.)
ReportonLine3oftheScheduleISummarythe
lumpsumofinterestpaymentsreceivedonloans
madetoothers.Donotitemize.Thisamountis
transferredfromScheduleH,Column(g).
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Form 460 (City of Oakland)

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Completed 18 July 2020

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