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HomeMy Public PortalAboutForm 460 (Jan 18 - Feb 14, 2009) o Generel Purpose Committee o Sponsored o Small Contributor Committee o Political PartylCentrel Committee en 2. Type of Statement: ~ Preelection Stetement o Seml..nnual Statement o Termlnelton Statement (Also tile a Form 410 Termlnallon) o Amendment (Explain below) Pa". -L of For OfIIclll U.. Only ReCipient Committee Campaign Statement Cover Page (Government Code Sectlona 84200..84216.5) Type or print In Ink. from Stetem.nt covere period 01/18/2009 Date of election If applicable: (Month, Day, Vear) SEE INSTRUCTIONS ON REVERSE through 2ii 4i2009 3/3/2009 1. Type of Recipient Committee: All CommltlMl- Complltl P,r111, 2, 3,IIId 4. ~ OtRceholder, Candldata Controlled Committee 0 Primarily Formed Ballot Meaaure o Stete Candidate Election Committee Committee o Recell 0 Controlled (AIIOComp/etIPlnlJl 0 Sponsored (A/Io Complete PIll') o Querterly Stalement o Speclel Ocld-Year Report o Supplementel Preelection Statement - AItach Form 495 o Primarily Formed Candidate! OtRceholder Committee (AlIfI Comp/etI PIn 7) 3. Committee Information 1.0. NUMBER 1314123 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) STREET ADDRESS (NO P.O. BOX) 619 N Indian Hili Blvd CITY STATE ZIP CODe Claremont CA 91711 MAILtNQ ADDRESS (IF DIFFEREN'1') NO. AND STREET OR P,O. BOX AREA CODE/PHONE 909-544-0506 Treuurer(s) NAME OF TREASURER Larry Schroeder MAILING ADDRESS 619 N Indian Hili Blvd CITY Claremont NAME OF ASSISTANT TREASURER, IF ANY STATE CA ZIP CODE 91711 AREA CODE/PHONE 909-544-0506 Committee to Elect Larry Schroeder MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX I E-MAIL ADDRESS 4. Verification I have used all reasonable diligence In preparing and reviewing this atatement and to the best of my knowledge the Information contained herein and In the attached achedules Is true and complele. 'certify u,,"'=:-unde<~1::~_ofc."'m.--t"'''-:''''~~_ ' -" 1/1;009 " a.:2..~~;::':'-_._ Executed on on By Slgn8lure ofConlrollng Ol'Ilcehalder, CandldlII, S1III ~ Ptoponent Executed on on By SlgNI\Ur'e ofControlng 0IIceh0Ider, c.ndId8l1, SIR Meuure Proponent FPPC FOrni 480 (JanuarylOlI) FPPC ToIl-F,.. Helplln.: 8eeJASK.FPPC (8111/278-3772) lute of Callfornl, TYpe or print In Ink. 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 APPUCABLE) Member of the City Council - City of Claremont RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY 619 N Indian Hili Blvd Claremont STATE ZIP CA 91711 Related Commltteee Not Included In thle Statement: I..I.t.nycommlttl.. not Included In till. ar.temtnf that.,., controlled by you or are primarily formed to fIC.lve contrfbutlone or make exptndltuI'N on bthalf of your candidacy. COMMITTEE NAME 1.0. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? OVES ONO STREET ADDRESS (NO P.O. BOX) COMMITTEE ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? OVES ONO STREET ADDRESS (NO P.O. BOX) COMMITTEE ADDRESS CITV STATE AREA CODElPHONE ZIP CODE COVER PAGE. PART2 8. Primarily Formed Ballot Measure Committee NAME OF BALl.OT MEASURE BALLOT NO. OR l.mER JURISDICTION o SUPPORT o OPPOSE Identify the controlling officeholder, clndldlte, or ,tlte mellure propon.nt, If .ny. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD I ""'RICT NO. " 1HV 7. Primarily Formed Candidate/Officeholder Committee u.t nam.. of offlceho/der(.) or candld.te(.) for which thl. committe. I. 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 Aftlch continuation .hHte " n.ce...ry FPPC Fo"" 480 (JanUlrylGB) FPPC TolI~ne HelpHne: 8881ASK.FPPC (888127&-3772) Stitt of C.lfoml. Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder Type or print In Ink. Amounts m.y be rounded to whole doll.,.. SUMMARY PAGE from through Stetement cov,,. period 01/18/2009 CAII~ Of~NI^ 460 IOHM 2/14/2009 Plge -2- of 9 1.0. NUMBER 1314123 Contributions Received Column A Column B Calendar Vear Summary for Candida_ TOTAL THlI PMIOD CALSNOAA VIAR Running In Both the State Primary and (FROMATTACHID ICHl!DULIII) TOTAL TO DAft 2,718.12 3,673.12 General Elections S $ 1 ,000.00 4,500.00 1/1lhrough 8/30 7/110 Olla S 3,718.12 $ 8,173.12 20. Contributions 0.00 0.00 Received $ $ 3,718.12 8,173.12 21. expenditures S $ Mlde $ $ 1. Monetary Contributions ........................................... Schedule A, Un. 3 2. Loans Received ...................................................... Sdledu/e S, Un. 3 3. SUBTOTALCASHCONTRIBUTIONS ......................... AddUne.1 +2 4. Nonmonetary Contributions.................................... ScheduI. C, Un. 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Un.. 3 +4 Expenditures Made e. Payments Mlde ....................................................... Schedul. E, L.ln.4 S 7. Loans Made ............................................................. SchIdu/eH, Un. 3 8. SUBTOTALCASH PAYMENTS .................................... AddUn.. 6 + 7 $ 9. Accrued Expenses (Unpaid Bills) ............................... SchedUl.F, Una 3 10. Nonmonetary Adjustment .......................................... Schedule C, Un. 3 11. TOTAL EXPENDITURES MADE ................................AddUnN BU + 10 $ 3,119.09 $ 0.00 3,119.09 $ 950.61 0.00 4,069.70 $ 7,134.94 0.00 7,134.94 950.61 0.00 8,085.55 Expenditure Limit Summary for State Candidates 22. Cumulatlv. Exp.ndltur.. Mad.- llf subJtotto V1lIlI/IlIIry Ixptndlture UmII) olte of Election (mm/dd/yy) Totel to Oate ----1----1_ $ Current Cash Statement 12. Beginning Cash Balance ....................... P"v1ou.SummtryPage, Une16 $ 13. Cash Receipts ................................................... ColumnA. Une3above 14. Miscellaneous Increases to Cash ........................... Schldul." L.ln.4 15. Cash Payments .................................................. ColumnA, Une',bove 16. ENDING CASH BALANCE .......... Add Un.. 12+ 13+ 14. then.ubb'lctUn.15 $ If thIs I. 8 termination .tatement, Line 16 must be zero. 439.65 3,718.12 0.00 3,119.09 1,038.68 To calculate Column B, Idd amounts In Column A to the corresponding amounts from Column B of your last report. Some amounts In Column A may be negative flgurel that should be subtrected from previous period amounts. If this II the IIret report being filed for thll calend.r year, only carry over the amounts from Un.s 2, 7. and 9 (If any). 17. LOAN GUARANTEES RECEIVED ........................... ScheduII s, Pm 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ SII/IIItruclIOM on "Viral $ 19. Outstanding Debts ......................... AddUne2+Une9InCoIumnS.boVl $ 0.00 0.00 4,500.00 ----1----1_ $ "Amounts In this a.ctlon mey be different from amounts reported In Column B. FPPC Form 460 (January/OS) FPPC TolI-Free Helpline: 8861ASK-FPPC (886/275-3n2) Schedule A Monetary Contributions Received Type or print In Ink. Amount. IMY be rounded to whole dolla,.. SEE INSTRUCTIONS ON REVERSE NAME OF FilER Committee to Eleot Larry Schroeder DATE FUll NAME, STREET ADDRESS ANO ZIP CODE OF CONTRIBUTOR CONTRIBUTOR RECEIVED (lII COMMITTII, ALSO INTI~ LD. NUMIIR) CODE · Yvonne Davis ~INO 1/20/2009 DeoM 1111 Harvard Ave DOTH Claremont, CA 91711 DPTY osee August R. Gerecke, Jr ~INO 1/21/2009 o COM 333 S Villanova Dr DOTH Claremont, CA 91711 DPTY osee Zephyr Wilson Tate ~INO 1/22/2009 DeoM 439 Adrian Ct DOTH Claremont, CA 91711 DPTY osee Glenda N Walther IilJINO 1/22/2009 680 W 11 th Street DeOM DOTH Claremont, CA 91711 DPTY osee Democratic Club of Claremont DINO 1/28/2009 PO Box 1201 DeoM IilJ OTH Claremont, CA 91711 DPTY osee SCHEDULE A Statlment cov.r. period 01/18/2009 CAI "ORNIA 460 fORM from through 2/14/2009 Page~ot~ I.D.NUMBER 1314123 IF AN INDIVIDUAL, ENTER OCCUPA~ONANDEMPlOYER 01' lliU'oIIMPLOVIll, EN1'I!R NAMI 01' IUIlNl!l81 AMOUNT RECEIVED THIS PERIOD PER ELEC~ON TO DATE (IF REQUIRED) CUMULATIVE TO DATE OALENDAR YEAR (JAN, 1 . DEC. 31) Retired 100.00 100.00 Retired 260.00 250.00 Retired 100.00 100.00 Psychotherlplst Self Employed 100,00 100.00 260,00 260.00 SUBTOTAL $ 800,00 I Schedule A Summary 1. Amount received this period -itemized monetary contributions. (Include all Schedule A subtotals.) ........................................................................................................ $ 2. Amount received this period - unltemlzed 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 $ 1,300,00 1,418,12 .Contrtbutor Codes INO-Indlvldual COM - Recipient Committee (other than PTY or SeC) OTH - Other (I.g., business entity) PTY - PollIIcIl Party sce - SmaU Contributor Committee 2,718.12 FPPC Forrn480 (JanuarylOSI FPPC TolI.Free Helpline: 8881ASK.FPPC (888/275-3772) Schedule A (Continuation Sheet) Monetary Contributions Received ~pe or print In Ink. Amountl may be rounded to whole dollaR. StIltement covers period 01/18/2009 CAllfor.mlA 460 ~ORM SCHEDULE A (CONT.) from through 2/1412009 9 NAME OF F!LER Committee to Elect Larry Schroeder 1314123 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR 01' COMMI'n'II, ALSO INTIIR I.e. NUMlIR) CODE '* CUMULATIVE TO CATE CALENDAA YEAR (JAN. 1 . DEC. 31) IF AN INDIVIDUAL. ENTER OCCUPATION AND EMPLOYER (1I'1I1J'.1M1'LC'I'1C.!NT1R NAMI 01' 1IUIlNII8) AMOUNT RECEIVED THIS PERIOD PER ELECTION TO DATE (IF REQUIRED) 2/712009 Tamara McDonald 545 Baughman Ave Claremont, CA 91711 ~IND DCOM DOTH DPTY osee DINO DeoM IiZlOTH DPTY osee DIND DCOM DOTH DPTY DSCC DINO DCOM DOTH DPTY Dsec DIND DCOM DOTH DPTY DSCC 2/7/2009 Warner Direct Marketing 5981 Burgundy Ave Alta Loma, CA 91737 Teacher Self Employed 250.00 250.00 250.00 250.00 .Contributor Codes IND -Individual COM - Recipient Committee (other then PTY or SCC) OTH - Other (e.g., business entity) PTY - Political Party SCC - SmaH Contributor Committee SUBTOTAL $ 500.00 I FPPC Form 460 (JanuaryI05) FPPC ToII-Fre. Helpline: 868/ASK.FPPC (8881275-3772) Schedule B - Part 1 Loans Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder Type or print In Ink. Amounte mlY be rounded to whole dollll'l. SCHEDULE B - PART 1 Stetement cove,. period 01/18/2009 CAlif Of.<NIA 460 I-OHM from through 2/1412009 PI"e 6 of 9 1.0. NUMBER 1314123 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTI!' ALSO IIlIIl'IRI.D. NUMBlIFIl Larry Schroeder 619 N Indian Hili Blvd Claremont, CA 91711 tli2J IND 0 COM 0 OTH 0 PiY 0 scc IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOVER (II' BELFoIMI'I.OVID.1lNTER NAMli 01' 8lJ8lN1iBB) (a' AMOUNT PAID OR FORGIVEN THIS PERIOD. o PAID . o FORGIVEN . 3,500.00 . 1,000.00 . . 4,500.00 CALENDAR YeAR -L", . 500.000 . 4,500.00 RAT! PER ELECTION" DATE INCURRED CALEN DAR YeAR -'" . RAT! PER ELECTION" DATE INCURRED CALEN OAR YeAR -'" . RATE PER ELECTION" OUT ANDING AMOUNT BeG':~:~IS RECEIVED THIS PERIOD Retired OATE DUE to INO 0 COM 0 OTH 0 PiY 0 see o PAID . o FORGIVEN OATE DUE to INO 0 COM 0 OTH 0 PiY 0 see o PAID . o FORGIVEN OATE DUE DATE INCURRED . SUBTOTALS $ $ $ Schedule B Summary 1. Loans received this period ....................................................................."............................................. $ (Total Column (b) plus un itemized loan8 ofle88 than $100.) 2. Loans paid or forgiven this period .........................................................."........................"........."........ $ (Total Column (c) plus loans under $1 00 paid or forgiven.) (Include loans paid by a third party that are al80 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. .Amounts forgiven or paid by another party also must be reported on Schedule A. .. If required. (Enter (e) on Schedule E, Une 3) 1,000.00 0.00 tContrlbutor Codes INo -lndivldull COM - Recipient Commltlee (other thIn PTY or SCC) OTH - Other (e.g., business enttty) PTY - Political Plrty SCC - SmeH Contributor Committee 1,000,00 (May be a nogat"" nlllnber) FPPC Form 460 (JlnulryI05) FPPC Toll-Free Helpline: 8881ASK.f'PPC (888/275-3772) Schedule E Payments Made ~pt or print In Ink. Amounta may be rounded to whole dolla,.. SCHEDULEE from 01/18/2009 CAliFORNIA 460 FORM Statement cove,. period SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder through 2/14/2009 Page ---1- of ~ 1.0, NUMBER 11314123 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CNP campaign plraphemlllllmlsc. tIeR member communlcltlone RAe radio airtime and production costa CNS campaign consultants Mm meetings Ind appearancas RFO returned contributions CTB contribution (explain nonmonetary)" OFC office expens.. SAL campaign workers' salaries Ole civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate f1l1ng/ballot fee. PI-O phone bank. 1RC candidate travel, lodging. and meala FNO fundralalng events POL polling and survey reaearch TRS staff/spouse travel, lodging, and meals N) Independent expendltura supporting/opposing others (explain)" POS postage, delivery and meaaenger services TSF transfer between committe.. of the same candldatelspon80r LEG legal defense PRO profeaslonal aeNlces (legal, accountlng) VOT voter reglltratlon LIT campaign lIteratura and mailings PRT print ads VI.eB Information technology costa (Intamet, e-mail) NAME AND ADDRESS OF PAYEE coDe OR oeSCRIPTlON OF PAYMENT AMOUNT PAID (IF COMMITTII. AL80 I!NTIR I,D. NUM8I!R) LMD Print & Mall, Inc. 10722 Arrow Route, Suite 804 LIT 162.38 Rancho Cucamonga, CA 91730 LMD Print & Mall, Inc. 10722 Arrow Route, Suite 804 LIT 1,933.35 Rancho Cucamonga, CA 91730 Claremont Courier 1420 N Claremont Blvd, Suite 2058 POS 240.00 Claremont, CA 91711 · Paymenta that are contribution. or Independent expendlturee mUtt allo be .ummarlzed on Schedule D. SUBTOTAL $ Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) .............................................................................................................. $ 2. Un itemized 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, ColumnA, Line 6.) ............................. TOTAL $ 3,057.59 61.50 0.00 3,119.09 FPPC Form 480 (J.nulryI05) FPPC Toll-Free Helpline: 866IASK-FPPC (8811276-3772) Schedule E (Continuation Sheet) Payments Made Type or print In Ink. AmountllllllY be rounded to whol. dolll,.. SCHEDULE E (CONT.) from 01/18/2009 2/14/2009 CAlli mmlA 460 f OI~M 8t1ltelllllnt covers period seE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect barry Schroeder through PIg.~ ot~ 1,0. NUMBER 1':l1A1?':l I ,...,..,.,...... CODES: If one of the following codes accurately deacrlbes the payment, you may enter the code. Otherwise, describe the payment. (Ml campllgn perephemallllmlac. MaR mamber communlcatlonl RAO radio 11I1lme and production coata CNS campaign conlulllnta MTG meeting. and appeel'lnca. RFO retumed contribution. C1B contrlbutlon (explain nonmonetery)* OFC office exp.nle. SAL campelgn workel'l' ularl.. CNC civic donations PET petition circulating TEl. t.v. or cable airtime and production COlta F1L candldlte f1llng/bellot fees PHO phon. banks TRC candidate trevel, lodging, and meals FNO fundl'llslng .v.nts POL polOng end lurvey research TRS stafffapouse trevel, lodgIng, Ind meatl N) Ind.pendent expenditure supporting/oPPOsing othel'l (explaln)* POS postage, delivery and mell.nger servtcal TSF lI1Insfer b.twe.n committees of the same candldat8laponlOr LEG legal deten.. PRO prof.aslonal services (legal, accounting) VOT voter reglstretlon LIT campaign literature and rnalllngs PRT prInt ads VIlES Informltlon technology coats (Int.mlt, e-mail) NAME AND AODRESS OF PAVEE CODe OR OESCRIPTION OF PAVMENT AMOUNT PAID (IF COMMIT11!I!, ALIO INTI!R I,D, NUMllIA) Postmaster 10950 Arrow Route POS 721.86 Rancho Cucamongs, CA 91730 * PIymenta thlt Ire contributions or Independent expendlturel mUlt aleo be summarized on Schedule D. SUBTOTAL $ 721.86 FPPC Form 460 (JanuaryI06) FPPC Toll-Free Helpline: 8681ASK.FPPC (866/275-3772) SCHEDULE F Schedule F Accrued Expenses (Unpaid Bills) 'TYpe or prlntln Ink. Amounts may be rounded to whole doll8re. from Statement covere period 01/18/2009 CALIFORNIA 460 IORM SEE INSTRUCTIONS ON REVERSE NAME OF FILER 1.0. NUMBER Committee to Elect Larry Schroeder 11314123 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. (Ml campaign paraphemaUalmllc. MBR memb.r communlcatlona RAD radio airtime and production COlli CNS campaign conaultantl MTG mHtlnga and appearances RFD retumed contrlbutlone CTB contribution (explain nonmonetary)* OFC office expanaea SAL cempelgn workere' ulerlea CVC civic donattona PET petition c1rcul8tlng TEL t,y. or cable airtime and production COlli F1L candide. ftHng/ballot fe81 PHO phone bankl TRC cendlellte travel, lodging, and mee'l FND fundrelllng eventa POL polUng end lurvey re..erch TRS IIIff/apouI' travel, lodging, and me.11 N) Incllpendentexpendlture aupportlngJoppoalng othere (explaln)* PaS pOlllge, delivery and menenger services TSF tranlfer between commlltHl of the leme candidate/sponsor LEG legal detenle PRO profesllonal servlcel (legal. accounting) VOT yoter reglatrallon LIT campaign IHereture and malllngl PRT prlnt adl 'M:B Information technology COltl (Internet, 8-mall) th rough 2/1412009 Page 2- of ~ CODE OR (I) (b) (e) (d) NAME AND ADDRESS OF CREDITOR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING ~F COMMITTE!. ALSO ENTIA 1.0. NUMBIR) DESCRIPTION OF PAVMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO RIPOFlT ON I) OF THIS PERIOD WaShington Mutual - Mastercard POS PO Box 660487 stamps 0.00 546.00 0.00 546.00 Dallas. TX 75266-0487 Washington Mutual. Mastercard LIT PO Box 660487 mailing & walking lists 0.00 286.08 0.00 286.08 Dallas, TX 75266-0487 * 'Iymentl that Ire contributions or Ind.pend.nt Ixpendlturel mUlt 1110 b. .ummll'llld on Sohedull D. SUBTOTALS $ 0.00 $ 832.08 $ 0.00 $ 832.08 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 unltemlzed 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 un~emlzed payments on accrued expenses under $100.) .................................PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and 950 61 on the Summary Page, Column A, Line 9.) ................................................................................................................................................ NET $ . M.y De. ntglIltVe numlllr FPPC Form 480 (J.nu.ryf05) FPPC TolI-Fre. Helpline: 8661ASK.fPPC (8881275-3n2) 950.61 0.00