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HomeMy Public PortalAboutForm 460 (Jan 19 - Feb 16, 2013) Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) (g@IWW COVER PAGE Date Stamp ECEIVE , CALIFORNIA 460 '1 FORM Type or print in ink. SEE INSTRUCTIONS ON REVERSE through 02/16/2013 03/05/2013 FEB 19 2013 CITY CLERK ITV OF CLAREMO T Page of 7 from Statement covers period 01/19/2013 Date of election If applicable: (Month, Day, Year) For Official Use Only 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. III Officeholder, Candidate Controlled Committee o State Candidate Election Committee o Recall (Also Complete Part 5) o Primarily Formed Ballot Measure Committee o Controlled o Sponsored (Also Complete Part 6) 2. Type of Statement: o Preelection Statement o Semi-annual Statement o Termination Statement (Also file a Form 410 Termination) o Amendment (Explain below) o Quarterly Statement o Special Odd-Year Report o Supplemental Preelection Statement - Attach Form 495 o General Purpose Committee o Sponsored o Small Contributor Committee o Political Party/Central Committee o Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) I.D. NUMBER 1314123 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Treasurer(s) 3. Committee Information NAME OF TREASURER Larry Schroeder MAILING ADDRESS 619 N Indian Hill Blvd CITY STATE ZIP CODE Claremont CA 91711 NAME OF ASSISTANT TREASURER, IF ANY AREA CODE/PHONE 909-702-2033 Re-elect Larry Schroeder for City Council 2013 STREET ADDRESS (NO P.O. BOX) 619 N Indian Hill Blvd CITY Claremont STATE ZIP CODE CA 91711 AREA CODE/PHONE 909-702-2033 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX MAILING ADDRESS STATE ZIP CODE AREA CODE/PHONE STATE ZIP CODE AREA CODE/PHONE CITY CITY OPTIONAL: FAX J E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification 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 Executed on 02/19/2013 Date Executed on 02/19/2013 Date Executed on Date Executed on Dale By By Signature of Controlling Officeholder, Candidate. Slale Measure Proponent By Signature of Controlling Officeholder, Candidate, Slate Measure Proponent FPPC Form 460 (January/D5) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-37721 State of California Type or print in ink. COVER PAGE - PART 2 Recipient Committee Campaign Statement Cover Page - Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Larry Schroeder OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Member of the City Council - City of Claremont RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY ZIP STAlE 619 N Indian Hill Blvd Claremont CA 91711 Related Committees Not Included in this Statement: List any committees not Included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? DYES ONO STREET ADDRESS (NO P.O. BOX) COMMITTEE ADDRESS CITY STAlE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? DYES 0 NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STAlE ZIP CODE AREA CODE/PHONE 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION o SUPPORT o OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candldate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE Attach continuation sheets if necessary FPPC Fonn 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Campaign Disclosure Statement Summary Page Type or print In Ink. Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Re-elect Larry Schroeder for City Council 2013 SUMMARY PAGE 01/19/2013 CALIFORNIA 460 FORM from Statement covers period through 02/16/2013 3 7 of Page I.D. NUMBER Contributions Received Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 1314123 1. Monetary Contributions ........................................... Schedule A, Line 3 2. Loans Received ...................................................... ScheduleS, 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 $ 2,664.00 .00 2,664.00 .00 2,664.00 $ $ Expenditure Limit Summary for State Candidates 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 .......................................... ScheduleC, Line 3 11. TOTAL EXPENDITURES MADE ................................Add Lines 8 + 9 + 10 $ 1,352.99 .00 1,352.99 .00 .00 1,352.99 $ $ Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 13. Cash Receipts ................................................... ColumnA, 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. 2,092.35 2,664.00 .00 1,352.99 3,403.36 17. LOAN GUARANTEES RECEIVED ........................... ScheduleS, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 19. Outstanding Debts......................... AddLine2+Line9inColumnBabove $ Column B CALENDAR YEAR TOTAL TO DATE $ 5,254.00 500.00 5,754.00 250.00 6,004.00 $ $ $ 3,043.83 .00 3,043.83 .00 .00 3,043.83 $ $ .00 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). .00 .00 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 $ $ $ 22. Cumulative Expenditures Made- (If Subject to VOluntary Expenditure Limit) Date of Election (mm/dd/yy) Total to Date --1-1_ $ --1-.---J_ $ -Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/OS) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) SCHEDULE A Schedule A Monetary Contributions Received Type or print in ink. Amounts may be rounded to whole dollars. 01/19/2013 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Re-elect Larry Schroeder for City Council 2013 CALIFORNIA 460 FORM Statement covers period from through 02/16/2013 4 7 of Page 1.0. NUMBER 1314123 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR RECEIVED (IF COMMITTEE. ALSO ENTER 1.0. NUMBER) CODE * AMOUNT RECEIVED THIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) PER ELECTION TO DATE (IF REQUIRED) IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF.EMPLOYED, ENTER NAME OF BUSINESS) Daniel Kentner hlIlND 01/22/2013 o COM 2508 N Mountain Avenue OOTH Claremont, CA 91711 OPTY osee Anthony Portantino for Senate 2016 OIND 01/23/2013 oeoM c/o David Gould Co. 3700 Wilshire Blvd 1050B OOTH Los Angeles, CA 90010 ~PTY osee Robin Gottuso !;lIIND 01/26/2013 oeoM 1400 Niagara Avenue OOTH Claremont, CA 91711 OPTY osee John Neiuber IlIIND 02/01/2013 641 N Indian Hill Blvd OCOM OOTH Claremont, CA 91711 OPTY osce William Marc Baker !;lIIND 02/09/2013 488 West 6th Street OCOM OOTH Claremont, CA 91711 OPTY osce Asset Manager Aiken Management Co Inc 250.00 250.00 Campaign Committee 250.00 250.00 Realtor Century 21 Prestige Properties 200.00 200.00 CEO Trinity Youth Services 250.00 250.00 William M Baker, Attorney at Law 100.00 100.00 Schedule A Summary 1. Amount received this period - itemized monetary contributions. (Include all Schedule A subtotals,) .................,........................................................,........................ ..... $ 2. Amount received this period - un itemized 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 $ SUBTOTAL $ 1,200.00 I 1 1,300.00 1,334.00 .Contributor Codes INO -Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other (e.g., business entity) PTY - Political Party sce - Small Contributor Committee 2,664.00 FPPC Form 460 (January/OS) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A (Continuation Sheet) Monetary Contributions Received Amounts may be rounded Statement covers period CALIFORNIA 460 to whole dollars. from 01/19/2013 FORM through 02/16/2013 Page 5 of 7 NAME OF FILER I.D. NUMBER Re-elect Larry Schroeder for City Council 2013 1314123 IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER 1.0. NUMBER) CODE * (IF SELF.EMPLOYEO. ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) Democratic Club of Claremont DIND DCOM 250.00 250.00 02/13/2013 P.O. Box 1201 III OTH Claremont, CA 91711 DPTY oscc DIND OCOM oOTH DPTY OSCC DIND oCOM oOTH DPTY OSCC OIND OCOM oOTH DPTY OSCC olND oCOM OOTH DPTY I OSCC I , Type or print in ink. SCHEDULE A (CO NT.) SUBTOTAL $ 250.00 I. I 'Contributor Codes INO -Individual COM - Recipient Committee (other than PTY or SCe) OTH - Other (e.g., business entity) PTY - Political Party SCC - Small Contributor Committee FPPC Form 460 (January/OS) FPPC TolI.Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule B - Part 1 Amounts may be rounded Statement covers period CALIFORNIA 460 Loans Received to whole dollars. 01/19/2013 FORM from 02/16/2013 6 7 SEE INSTRUCTIONS ON REVERSE through Page of_ NAME OF FILER 1.0. NUMBER Re-elect Larry Schroeder for City Council 2013 1314123 IF AN INDIVIDUAL, ENTER oUTstANDING (bl Ie) (dl (e) I'l (gl FULL NAME, STREET ADDRESS AND ZIP CODE AMOUNT OUTSTANDING INTEREST ORIGINAL CUMULATIVE OCCUPATION AND EMPLOYER AMOUNT PAID OF LENDER BALANCE RECEIVED THIS BALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS (IF SELF-EMPLOYED. ENTER BEGINN~~~ THIS OR FORGIVEN CLO~~ROF THIS (IF COMMITTEE. ALSO ENTER 1.0. NUMBER) NAME OF BUSINESS) PI=R D PERIOD THIS PERIOD * P 'InD PERIOD LOAN TO DATE Larry Schroeder None o PAID CALENDAR YEAR 619 N Indian Hill Blvd s .00 s 5,000.00 ~% S 500.00 s 500.00 Claremont, CA 91711 RATE PER ELECTION" o FORGIVEN 5,000.00 .00 .00 $ S $ $ $ tGll IND o COM o OTH o PTY o sec DATE DUE DATE INCURRED o PAID CALENDAR YEAR $ S _% $ $ RATE PER ELECTION ** o FORGIVEN S $ $ $ $ to IND o COM o OTH o PTY osee DATE DUE DATE INCURRED o PAID CALENDAR YEAR $ $ _% S $ o FORGIVEN RATE PER ELECTION" $ $ $ $ $ to IND o COM o OTH o PTY osee DATE DUE DATE INCURRED SUBTOTALS $ .00 $ .00 $ 5,000.00 $ .00 :; ...... :... ..... . ....... , SCHEDULE B - PART 1 Type Dr print in Ink (Enter (e) on Schedule E, Uno 3) Schedule B Summary 1. Loans received this period....... ........ ...... ....................,.................. ................................. ....... ...... .......... $ (Total Column (b) plus unitemized loans of less than $100.) .00 tContributor Codes IND -Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other (e.g., business entity) PTY - Political Party SCC - Small Contributor Committee 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. .00 .00 (May be a negative number) *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. FPPC Form 460 (January/OS) FPPC Toll-Free Helpline: 866/ASK.FPPC (866/275-3772) from 01/19/2013 CALIFORNIA 460 FORM SCHEDULE E Schedule E Payments Made Type or print In ink. Amounts may be rounded to whole dollars. Statement covers period through 02/16/2013 page~ of 7 1.0. NUMBER SEE INSTRUCTIONS ON REVERSE NAME OF FILER Re-elect Larry Schroeder for City Council 2013 1314123 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. avP campaign paraphernalia/misc. I\IIBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)' OFC office expenses SAL campaign workers' salaries CVC civic donations PEr petition circulating lEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PI-O phone banks IRC candidate travel. lodging, and meals FND fund raising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)' POS postage. delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads \/\/EB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMmEE. ALSO ENTER 1.0. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Postmaster Postage for bulk mailing. 1555 E Holt Blvd POS 348.18 Ontario, CA 91761 LMD Print and Mail Download data, convert file, CASS/Pave certify, 10722 Arrow Route, Suite 804 LIT validate, and clean list; inkjet address, presort/tray/tie 457.80 Rancho Cucamonga, CA 91730 and deliver to post office;design and print banners. Claremont Courier Ad for February 23, 2013 1420 N Claremont Blvd, Suite 205B PRT 165.00 Claremont, CA 91711 I I * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 970.98 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) .............................................................................................................. $ 2. Unitemized payments made this period of under $1 00 .......................................................................................... ........ ......................... ... ............ $ 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 $ 970.98 382.01 .00 1,352.99 FPPC Form 460 (January/OS) FPPC Toll-Free Helpline: 866/ASK.FPPC (866/275-3772)