460 First Pre-Election ecipient Committee
Campaign Statement
(Government Code Sections 84200-84216.5)
SEE INSTRUCTIONS ON REVERSE
Type or print In Ink.
Statement covers period
,.om
throughO~/~/0 (
Date of election If applicable:
(Month, Day, Year)
SEP ~ 6 2001
COVER PAGE
For Official Use Only
1. Type of Recipient Committee: All Committees - Complete Parts 1,2, 3, and 7.
Officeholder, Candidate [] Primarily
Formed
Candidate/
Controlled Committee Officeholder Committee
(Aisc Co,r,l~te Pa# 4J
[] Ballot Measure Committee
C) Primarily Formed
C) Controlled
0 Sponsored
(~Jso comp/ete pa~t 5.)
(.41so complete Part 6.)
[] General Purpose Committee
0 Sponsored
0 Broad Based
3. Committee Information
COMMITTEE NAME
STREET ADDRESS (NO P.O. BOX)
10940 ~(r0,1'"00I"1~¢---' ~d
CITY STATE ZIP CODE
MAILI~$~E~S (~I~?I?ERENT) NO. AND, ~EET OR ?O.?O~X'~1'
AREA CODE/PHONE
CiTY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
' . cor¢/
2. Type of Statement:
~ Pre-election Statement
[] Semi-annual Statement
[] Termination Statement
[] Amendment (Explain below)
co, m iq_n
[] Quarterly Statement
[] Special Odd-Year Report
[] Supplemental Pre-election
Statement - Atlach Form 495
Treasurer(s)
NAME OF TREASURER
CITY STATE ZIP CODE
AREA CODE/PHONE
MAILING ADDRESS
CITY STATE ZIPCODE AREA C0DE/PHONE
CA
OPTIONAL: FAX/E-MAIL ADDRESS *
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
State of California
ecipient Committee
Campaign Statement
Cover Page -- Part 2
Type or print in Ink.
COVER PAGE - PART 2
4. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OF~ CANDIDATE
OFFICE SOUGHT OR HELD (INC, LUDE LO(~I~TION AND DISTRJCT NUMBER,IF APPLICABLE)
gernbcr u r+ino,
R[SID[NTIAJ~USIN[$S, ADDRESS (NO. AND STI~IEET) ClT~ ~. ST~ATE ZIP
Rel-ted Committee. ~ol I.cl.ded i. thl. Statem..t:
not/nclud~d/n ~/~ con~o//da~d atatement lhat am contro//ed hy you or ,~ich
formed to race/ye contrlbu#ona or to maA~ ax~nd/turea on behalf o! yoor c~nd/dac~.
COMMITTEE NAME I I.D. NUMeER
I
NAME OF TREASURER I CONTROLLED COMMITTEE?
I I-I YES [] NO
COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY. STATE ZIP CODE AREA CODE/PHONE
7. Verification
5. Ballot Measure Committee
NAME OF BALLOT MEASURE
Identify the controlling officeholder, candidate, or state measure proponent, If any.
NAME OF OFFICEHOLDER, CANDIDATE OR, PROPONENT
OFFICE SOUGHT OR HELD I DISTRICT NO. IF ANY
I
6. Primarily Formed Committee Li, t ,,ma, of om~,ho~r,~ or ~,,d/dor~r.~
for which thia commlltee I~ ~ly fo~
NAME OF OFFICEHOLDER OR CANDIDATE . OFFICE SOUGHT OR HELD [] SUPPORT
/%A [] oPPOSE
NAME OFOFFICEHOLDEROR CAND,DATE OFFICE SOUGRT O. HE'D [] SUPPORT
[] OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD
Affach con#'nuaffon sheets ff necessary
[]SUPPORT
[]OPPOSE
Executed on
Executed on
I have used all reasonable diligence in preparing and reviewing this statement and lo Ihe best of my knowledge the information contained herein and in the altached schedules
Is true and complete. I cerlify under penalty of perju~ under the laws of the State of California that the foregoing is Irue and'correct.
DATE SIGNAq~JRE OF CONTROLLING OFFICEHOLDER. CAN~I:)~TE, STATF MEASURE PROPONENT 01 RESPONSIBLE OFFICER OF SPONSOR
DATE
By
SIGNA'IURE OF CONTROU.ING OFFICEHOLDER, CANDIDATE, STATE MEASURE PROPONENT
Executed on By
DATE
SIGNA~JRE OF CONTROLLING OFFICEHOLDER, CANDIDATE, STATE M E.~SU RE PROPONENT
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
Slate of California
Campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
CY5-xns
Contributions Received
1. Monetary Contributions ...................................................... Schedu/eA, Line $
2. Loans Received .............................. . .................................... Schedule B, L/ne 7
3. SUBTOTAL CASH CONTRIBUTIONS ................................... Add L/nes t + 2
4. Nonmonetary Contributions ............................................... Schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED .................................... AddL/nes $ + 4
Expenditures Made
6. Payments Made .................................................................... Schedule E, L/ne
7. Loans Made .......................................................................... Schedule Fi, L/ne
8. SUBTOTAL CASH PAYMENTS ................................................ AddL/nes6+
9. Accrued Expenses (Unpaid Bills) ............................................ Schedule F, L/ne
'i0. Nonmonetary Adjustment ....................................................... Schedule C, L/ne
11. TOTAL EXPENDITURES MADE ......................................... AddLine$8+9+ fO
Current Cash Statement
12. Beginning Cash Balance ................................ Previous Summary Page, Line t6 $
13. Cash Receipts .............................................................. ColumnA, L/ne3above
14. Miscellaneous Increases to Cash ....................................... Schedule I, Line 4
15. Cash Payments ............................................................ ColumnA, L/neSabove
16. ENDING CASH BALANCE .............. Add Lines 12 + I3 + 14, then subtract Line t5 $
If II;Is is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ................... Schedule 8, Psrt ~, Column
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ..................................................... Sea instructions on reverse $
19. Outstanding Debts ................................... AddLIne2+UneelnColumnCabove $
Type or print In Ink.
Amounts may be rounded
to whole dollars.
-~;~;,~.ie~t covers
,rom
through 0<:~
SUMMARY PAGE
Page 5 of /'~..-
I.D. NUMBER
I~BR)4B
TOTAL THIS PERIOD TOTAL PREVIOUS PERIO0 TOTAL TO DATE
(FROM ATTACHED SCHEDULES) (SEE NOTE BELOW) (C~LUMNS A + B)
(~ ~ ?-00 - - G ~?-CO -
$ 9'~/-74-$ - $ 9) 174 -
0 - 0
?. ~600 - -- ¢ I 500 --
0 ~ 0 -
4:90~,09 : - : 4:90~,09
0
6~56-~-91
* From previous slatement Summary Page, Column C. However, if this
Is the first report filed for the calendar year, Column B should be blank
except for Loans Received (Line 2), Loans Made (Line 7), and Accrued
Expenses (Une 9).
Summary for Candidates in Both June and
November Elections ~ i-
' 111 through 6/30 7/I to Date
20. Contributions
Received ............ $
21. Expenditures '
Made .................. $
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
chedule A Type or print In Ink. SCHEDULE A
AmounTs may ~e rounae~ Statement covers period
Monetary Contributions Received to whole dollars.
through 09
SEE INSTRUCTIONS ON REVERSE Of __
I 1~04~
IF ~N I~DI~ID~[, E~TE~ ~OUNT CUUUMIIVE TO
D~ F~ ~UE, U~ILI~G ~D~ES] ~ND ZIP CODE OF CO~T~I~UTO~ CON~IBU}O~ ~CUPATI~ AN~ EUPkOYE~~ECEIVED ~HIS
C~pc~no, cA ~60~ ~OTH
~h~ ~ ~ . ~,.o ~'~cd IoO- ~oo - o
~er~no~c~501~ ~OT. ~e~+anaC~ ~O0 - ~oo - o
cb~dA/~cnJr ~,N~ chair~n
%/~/oI ~e~'red ~o0 - ~00 - o
Schedule A Summary
1. Amount received this period - contributions of $100 or more. ~.~-~ 0(*-~ ~
(Include all Schedule A subtotals.) ....................................................................................................... $
'. 2. Amount received this period - unitemized 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 $ ~-iJt
'Contributor Codes
IND- Individual
COM - Recipient Committee
OTH - Other
FPPC Form 460 (8/99)
For Technlca! Assistance: 916/322-5660
bhedule A (Continuation Sheet) ~vp. or print In Ink. SCHEDULE A (CONT.)
Monetary Contributions Received ,,mo-.,..,.y..,o..~,,o..o...o,,__. ,,o."'"m'"' co....o~ ~ ~/~/~ '~{~ mmma~ '~
,,,,o,,,,, ~/zz/o~ I"" 5o, ~
~(~i'~ns~¢ 0'(Yin ~ah0ncy I/'z5 ~o4
IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DA'TE CUMULATIVE TO DATE
DATE FULL NAME, MAILIN6 ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR OTHER
RECEIVED(IF COMMITTEE, A/~SO ENTER I,O. NUMBER) CODE * (IF SE[F-EMPLOYED, ENTER NAME PERIOD (JAN 1 - DEC 31) (IF APPLICABLE)
OF BUSINESS)
['.~, A~-~nO/CA c:~5~14 I-lOTH dcveiope r'
/0(9 .d~cok~ drcb ucc,,,, Oachszx~ ~¢ po - loc- O
Los I~l-k;¢¢: C/k 9Ao'z4 UOTH Abd~/dh
I~s/ktbs, cA ~40¢~4 aCT.
?/M/bi ~a.r,v h/\'cclcrmfcr ' ¢,,,:, Inst'r'ac±or
--~h J05¢~ CA 951Z9 DOTH d~oiAOTZ~ ZOmr~l10o- lDO 0
e//~/~ V(<¢inia 'Tambh)n ~'"° ~e-h'rcd i/po- lcd - o
/?) q 21 .'~i'/,, b~ "b'r [] COM
Cug~,r.-tinO, UA ~ 5014 •°T" '-
51~5)DI IDe,$'Z L~vc.d~'¥ Pi ~co,,,, Cp._~lfdn-f /,5o- loP- o
Cuper-h'no., CA 4)5014 ,-,CT. Merrill Lynch
SUBTOTAL
[*ContrlbJl~ C_.o~
IND-Indivldual
COM - RedCent Comm~t~
OTH -Other
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
chedule A (Continuation Sheet) Type or print In Ink. SCHEDULE A (CONT.)
Monetary~;ontr,outions Heceive(J~m°~;[j;~/d~llrtj.n~:l Statement covers.tiN ~]~ ~ ~ ~'
IF AN INDIVIDUAL, ENTER AMOUNT CUMU~TIVE TO DATE CUMU~TIVE TO DATE
DATE FU~N~E, MAIMNGADDRESSANDZIPCODEOFCONTRIBUTOR CONTRIBUTOR, ~CUPATI~ANDEMPLOYER RECEIVED~IS CALENDAR YEAR OTHER
RECEIVED (mF~E~E~ERm. O.~ER) CODE * (IFSE~YED, E~ER~ PERIOD (JAN I - DEC 31) (IFAPPLIC~LE)
~ B~)
?/~/o~ L~o5 Pfercc. R~ ..... ~co. ~vil~c IOO- )00 - 0
Eby ~o~cr8 ~'"~ ~'rcd Ioo- lDO-
9{~/0) ~z ~flky W~y aco. ~eIFg~O~ iOO- Ioo- 0
SUBTOTAL$ (000--
IND - Individual
COM - R~,dp~ent Committee
OTH - Other
FPPC Form 460 (8/99)
For Technical Assistance: 9i6/322-5660
schedi,le A (Continuation Sheet) wp* orprlnt In Ink.
Monetary Contributions Received Amounte may be rounded SCHEDULEA (CONT.)
Staten
tO whole dollars. -~,.,,u,,, ~uvers perlo(] ~
,rom OVo~/~I ~
NAME OF FLEER
Cf~z~n~ ~r ~rrfn ~oncy I"~'T~% -
, , IF AN INDIVIDUAL, ENTER AMOUNT CUMU~TIVE TO DATE CUMU~TIVE TO DATE
RECKED (IF ~EE, ~ E~ER i.D. ~R) CODE * ~F S~O~D, E~ER ~E OTHER
~ SUS~) PER~D (JAN 1 - DEC 31) (IF APPLICABLE)
8~ff~ Q6r6~ C~5050 ~om~om~ ~rc~ I~ i~- )00 - o
9h~/01 ~B ~enf ~r uco~ ~c~nz~t Ioo- Ioo- o
· ~z3~, ~rt'no R~ ~co. Io0--~oo- o
915]o~ Lo ~eVo~lc , ~.~"~~memaker ~0o- Ioo- 0
21562 ~e~O ~d ~COM
~ct'~O, CA ~50~4 aom
1~9 IOI t200Z. ~ley C4 ~co. ~mcmaicer [00- o
'1 IND-Indtvldual
[OTH - Olher
SUBTOTAL
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
schedble A (Continuation Sheet) TV.. or print In Ink. SCHEDULE A (CONT.)
Monetary Contributions Received Amounmmay~roa..~.,o .,~o,e do,lmm. ,romS~"t=i~*n'c°~ p~,od
NAMEOFFILER ,
IF AN INDIVIDUAL, EN~R A~UNT CUMU~TIVE TO DATE CUMU~TIVE TO DATE
DA~ FU~ NAME, MAILING ADDRESS ~D ~P CODE OF CONTRIBU~R CONTRIB~OR OCCUPATI~ AND EMPLOYER RECEIVED ~IS CALENDAR Y~R OTHER
RECKED (IF~E,~ERI.O.~R) CODE * (IFS~D,~ER~E PER~ (JAN 1 - DEC 31) (IFAPPLIC~LE)
~ BOM
~ OTH '-
~ c~
~ OTH
SUBTOTAL $
IND - ~
OTH - O~er
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
bhed'ule B - Part I
Loans Received
SEEINSTRUC~ONSON REVERSE
NAME OF FILER
DATE
RECEIVED
FUM. NAME, MAILING ADDRESS AND ZIP CODE
OF LENDER OR GUARANTOR
(IF COMMiTtEE, AL~O ENTER I.D. NUMBER)
CONTRIBUTOR
CODE *
~IND
[] COM
[] OTH
~IND
[] COM
[] OTH
~IND
[] COM
[] OTH
Type or print In Ink.
Amounts may be rounded
to whole dollars.
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER
NAME OF BUSINESS)
?ncmr-cl
,,_
DUE DATE/
DUE DATE
IErEREST RATE
DUE DATE
INTEREST RATE
DUE DATE
O %
LENDER INFORMATION
Ak~NT CUMULATIVE
OF LOAN TO DATE
/,000-
EpO0 -
CALENDAR YEAR
, EO0-
$
C~I.ENDAR ¥~R
$
CALENDAR YEAR
SCHEDULE B - PART 1
I.D. NUMBER
It'5-qo45
GUAR'ANTOR INFORMATION
AMOUNT CUMULATIVE
GUARANTEEO TO DAT~
$--
$ ~
Schedule B - Part I Summary
1. Loans of $100 or more received this period. (Include all Loans Received - Part 1 (a) subtotals.) ................... $
2. Amount received this period - unitemized loans of less than $100 ................................................................... $
3. Total loans received this period. (Add Lines 1 and 2.) ....................................................................... TOTAL $
Schedule B - Part 2 Summary
4. Loans of $100 or more repaid, forgiven, or paid by a third party this period. (Include all Part 2 (c)
subtotals. If forgiven or paid by a third party, also itemize the transaction on Schedule A.) ............................. $
5. Loans under $100 repaid, forgiven, or paid by a third party. (Do not itemize.) If forgiven or
paid by a third party, include this amount on Schedule A Summary, Line 2 ...................................................... $
'6. Total loans repaid, forgiven, or paid by a third party this period. (Add Lines.4 + 5.) ........................... TOTAL $
'7. Net change this period. (Subtract Line 6 from Une 3.)
Enter the net here and on the Summary Page, Column A, Line 2 .......................................................... NET $
'Conlributor Codes ]
IND- Individual
COM - Reciplenl Commlltee
OTH - Other
FPPC Form 460 (8/99)
For Technical Asslslance: 916/322-5660
chedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
Type or print In Ink.
Amounts may be rounded
to whole dollam.
Statement covers period
from 0 1//'~ }/~.~I
SCH E
NAME OF FILER
CODES. If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP cempalgnpamphernalia/mlsc. CFC office expenses RFD mtumedco~lributio~s
CNS campaign co~ullanls
CTB con~ (explain nonmonetary)*
CVC ck~c donatk~s
FND fundralslng events
IND In~ expenditure suppo~ting/opposk~ olhers (explain)*
UT ~literatureandmallings
PET peUlion circulating
PHC phone banks
POL po#lng and survey resserch
POS postage, delivery end messenger sewlces
PRO professional services (legal, accounting)
PRT prtnl ads
RAD radio aidime and production costs
SAL campaignworkem saJarfes
TEL l.v. or cable aJrtime and produdtion costs
TRC candidate travel, lodging and meals (explain)
TRS slaff/spouse travel, lodging and meals (explain)
TSF transfer between committees of lhe same candidale/sportsor
rOT voter registrallen
WEB information lechnology costs (inlemel, e.rnail)
NAME AND ADDRESS OF PAYEE OR CREDITOR
0F ~E, N. SO ENTER LO. Nt~aBER)
CODE OR DESCRIPTION OF PAYMENT
dM"
LW-
Payments thai are contributions or Independent expenditures must also be summarized on Schedule D.
SUBTOTAL $
AMOUNT PArD
Schedule E Summary
1. Payments made this pedod of $100 or more. (Include all Schedule E subtotals.) ...............................................................................................
2. Unitemized payments made this period of under $100 ................................................................................................................... i ....................
,: 3. Total interest paid this period on outstanding loans. (Enter amount from Schedule B, Part 2, Column (d).) .......................................................
. 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............... ].] ..... TOTAL
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
chedule E
(Continuation Sheet)
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
'P/ps or print In Ink.
Amounts may be rounded
to whole dollars.
Statement covers period
,.... o1/
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP campeignparaphemalia/mlsc. DFC office expenses RFD retumedconlributions
PET petition ctmulating
PHO phone ba~ks
POL polling and survey research
POS postage, delivery and msssenger services
PRO professional services (legal, accounting)
PRT p~int ads
SCHEDULE E (CONT
MTG meetings and appemanoe~ PAD radio alfllme and production costs WEB Information technology costs
I.D. NUMBER
SAL campaign workers salaries
TEL t.v. or cable alrltme and production costs
TRC candidate travel, lodging and ,meals (explain)
TRS staff/spouse travel, lodging and meals (explain)
TSF transfer between committees of the same candidate/sponsor
VDT voter registratio~
NAME AND ADDRESS OF PAYEE OR CREDITOR
0F COMIm I 1 sE, N.~O ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
?rirnhn5
erh'no ,
~,~l~i ~' ~dm~m~m expend~urel muit slid be Immmd~ ~ ~chodule D.
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660
chedule F
Accrued Expenses (Unpaid Bills)
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Type or print In Ink.
Amounts may be rounded
to whole dollars.
Statement covers period
,,o~
,hroug,,.
CODES: If one of the following codes accurately desCribes the payment, you may enter the code. Otherwise, describe the payment.
CMP cempalgn parapherns~a/rnlsc. DFC office expenses RFD returned contributions
CNS cempalgn consultants
CTB c~-~ibulion (explain nonmonetmy)*
CVC dvlc donatk~ls
FND fundralalng events
IND Ind~ e~ auppo~ing/oR3nslng others (ex~aln).
LIT campaJg~litemt~eandmaffiegs
PET patition circulating
PHO phone banks
POL po#lng and survey research
POS postage, dalivery and messenger services
PRO professional services (legal, accounting)
PRT pdntads
MTG mse#ngs and appearances RAD mdioalrtimeandproductloncosts
* Payments that sm contributions or Independent expenditures must also be summarized on Schedule D.
SCHEDULE
I.D. NUMBER
SAL campaign workers salades
TEL t.v. or cable airtirne and production COsls
TRC candidate Irsvel, lodging and meals (explain)
TRS staff/spouse travet, lodging m~d meals (explain)
TSF transfer belween commitlees of the same candidale/sponsor
VDT voter registration
WEB Information technology costs (intemet, e.mall)
E
NAME AND ADDRESS OF PAYEE OR CREDITOR CODE OR (a) (b) (c) (d)
OUTSTANDING AMOUNT, INCURRED AMOUNT PAID OUTSTANDIN{~
PF CO~,eaTTEE, N..SO ENTE n LO. NUMSSA) DESCRIPTION OF PAYMENT BN.ANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLC
OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERk
g,t~bcn
L\T O- I,~O0- 0 - 1~50~
~a~ ~0~¢/C/~ 9Sl20
on oon
~9~0 ~,a~n~w br , L\T O - SOO 0
ct~,cr-~n'r~o.. CA 9501~ - -
SUBTOTALS$ 0- $ ~00- $ O - $ ~)~)O0-
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, Une 9.) .. '~""
.............................................................................................................................................. NET
FPPC Form 460 (8/99)
For Technical Assistance: 916/322-5660