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HomeMy Public PortalAboutForm 460 (Feb 15 - June 30, 2009) Recipient Committee Campaign Statement Cover Page (Govemment Code Sections 84200-84216.5) ~@~w Type or print In Ink. Statement covers period 2/14/2009 from SEE INSTRUCTIONS ON REVERSE 6/30/2009 through 1. Type of Recipient Committee: All Committees - Complete Parts 1,2,3, and 4. [;lJ Officeholder, Candidate Controlled Committee 0 Primarily Formed Ballot Measure o State Candidate Election Committee Committee o Recall 0 Controlled (Also Complete PartS) 0 Sponsored (Also Complete Part 6) 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) 3. Committee Information Committee to Elect Larry Schroeder STREET ADDRESS (NO P.O. BOX) 619 N Indian Hill Blvd CITY STATE ZIP CODE Claremont CA 91711 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX AREA CODE/PHONE 909-544-0506 CITY STATE AREA CODE/PHONE ZIP CODE OPTIONAL: FAX / E-MAIL ADDRESS 3/3/2009 Date of election If applicable: (Month, Day, Year) JUL 20 2009 CITY CLERK OF CLAREMON For OffIcial Use Only ell 2. Type of Statement: o Preelection Statement o Semi-annual Statement o Termination Statement (Also file a Form 410 Termination) o Amendment (Explain below) III Quarterly Statement o Special Odd-Year Report o Supplemental Preelection Statement - Attach Form 495 Treasurer(s) NAME OF TREASURER Larry Schroeder MAILING ADDRESS 619 N Indian Hill Blvd CITY STATE Claremont CA NAME OF ASSISTANT TREASURER, IF ANY ZIP CODE 91711 AREA CODE/PHONE 909-544-0506 MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS FAX 909-247-2762 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 pe~ury under the laws of the State of Califomla that the foregoing is true and correct. Executed on July 20,2009 Date Executed on July 20, 2009 Date Executed on Date Executed on Date By By By By Signature ofControling Officeholder. Candldate, Slate Measure Proponent Signature ofControllng Officeholder, Candidate, Slate Measure Proponent FPPC Fonn 460 (January/OS) FPPC TolI..free Helpline: 8651ASK.FPPC (866/275-3772) State of California 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 APPLICABLE) Member of the City Council - City of Claremont RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY ZIP STATE 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 behaH of your candidacy. COMMmEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? DYES oNO STREET ADDRESS (NO P.O. BOX) COMMITTEE ADDRESS CITY ZIP CODE AREA CODE/PHONE STATE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? DYES oNO STREET ADDRESS (NO P.O. BOX) COMMITTEE ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 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 offlceholder(s) or candldate(s) for which this committee's primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE OFFICE SOUGHT OR HELD o SUPPORT o OPPOSE Attach continuation sheets If necessary FPPC Form 460 (January/OS) FPPC TolI.free Helpline: BB6IASK.FPPC (B861275-3772) State of California Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder 'TYpe or print In Ink. Amounts may be rounded to whole dollar.. SUMMARY PAGE from through Statement cover. period CALIFORNIA 460 FORM 2/14/2009 6/30/2009 page~ of 8 1.0. NUMBER 1314123 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTAL THIS PERIOD CAlENDAR YEAR Running in Both the State Primary and (FROMATTACtED SCHEDULES) TOTAL TO DATE 1,394.00 5,067.12 General Elections $ -0- 4,500.00 1/1 through 6/30 7/1 to Date 1,394.00 $ 9,567.12 20. Contributions Received $ $ 0.00 0.00 21. Expenditures 1,394.00 $ 9,567.12 Made $ $ 1. Monetary Contributions ........................................... Schedule A. Line 3 $ 2. Loans Received ...................................................... Schedule S, 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 $ 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) ............................... ScheduleF, Line 3 10. Nonmonetary Adjustment .......................................... ScheduleC, Line 3 11. TOTAL EXPENDITURES MADE ................................AddLines a + 9 + 10 $ '1,953.48 0.00 1,953.48 0.00 0.00 1,953.48 $ 9,087.92 0.00 9,087.92 0.00 0.00 9,087.92 Expenditure limit Summary for State Candidates 22. Cumulative Expenditures Made. (If SubJect to Voluntary Expenditure Urnlt) Date of Election (mm/dd/yy) Total to Date $ $ ---1--1_ $ 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, Une 4 15. Cash Payments .................................................. ColumnA, Line a 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. 1,038.68 1,394.00 0.00 1,953.48 479.20 To calculate Column S, 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). 17. LOAN GUARANTEES RECEIVED ........................... ScheduleB, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line9in Column B above $ ---1----1_ $ .Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC TolI-Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FilER Committee to Elect Larry Schroeder Type or print In Ink. Amounts may be rounded to whole dollars. SCHEDULE A CALIFORNIA 460 FORM Statement covers period 2/14/2009 from through 6/30/2009 of 4 8 Page 1.0. NUMBER 1314123 DATE RECEIVED FUll NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR (IF COMMITTEE, ALSO ENTER 1.0. NUMBER) CODE * CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPlOYED, ENTER NAME OF BUSINESS) AMOUNT RECEIVED THIS PERIOD PER ELECTION TO DATE (IF REQUIRED) 2/18/2009 Cynthia Gordon 517 N Indian Hill Blvd Claremont, CA 91711 ~INO OCOM OOTH OPTY OSCC ~INO OCOM OOTH OPTY OSCC OIND OCOM OOTH OPTY OSCC OINO OCOM OOTH OPTY OSCC OINO OCOM OOTH OPTY OSCC 3/29/2009 Mark Goor 452 Potomac Way Claremont, CA 91711 Retired 250.00 250.00 Dean of the Education Department University of La Verne 200.00 200.00 SUBTOTAL $ 450.00 I 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 $ .Contributor Codes INO -Individual COM - Recipient Committee (other than PTY or SCe) OTH - Other (e.g., business entity) PTY - Political Party SCC - Small Conlr1butor Committee 450.00 944.00 1,394.00 FPPC Form 460 (January/06) FPPC TolI-Free Helpline: 866/ASK-FPPC (866/276-3772) Schedule B - Part 1 Loans Received Type or print In Ink. Amounts may be rounded to whole dollars. SCHEDULE B - PART 1 CALIFORNIA 460 FORM from Statement covers period 2/14/2009 SEE INSTRUCTIONS ON REVERSE NAME OF FILER through 6/30/2009 Page 5 1.0. NUMBER of 8 Committee to Elect Larry Schroeder 1314123 FULL NAME, STREET ADDRESS AND ZIP CODE OF lENDER (IF COMMITTEE, ALSO ENTER 1.0. NUMBER) IF AN INDIVIDUAL, ENTER . (b) Ie) OCCUPATION AND EMPLOYER OUTSTANDING AMOUNT AMOUNT PAID BALANCE RECEIVED THIS (IF SELF-EMPLOYED, ENTER BEGINNING THIS OR FORGIVEN NAME OF BUSINESS) PERIOD THIS PERIOD · Retired o PAID CALENDAR YEAR $ $ 4,500.00 ~% 500,00 $ 0.00 o FORGIVEN RATE PER ELECTION.. 4,500.00 0.00 12/5/08 $ DATE DUE DATE INCURRED o PAID CALENDAR YEAR $ _% $ o FORGIVEN RATE PER ELECTION" DATE DUE DATE INCURRED o PAID CALENDAR YEAR $ _% o FORGIVEN RATE PER ELECTION.. Larry Schroeder 619 N Indian Hill Blvd Claremont, CA 91711 tfiZl IND 0 COM 0 OTH 0 PTY 0 SCC to IND 0 COM 0 OTH 0 PTY 0 SCC DATE DUE to IND 0 COM 0 OTH 0 PTY 0 SCC DATE INCURRED SUBTOTALS $ 0.00 $ 0.00 $ 4,500.00 $ 0.00 I (Entor (oj on Schedule E, Uno 3) Schedule B Summary 1. Loans received this periOd .................................................................................................................... $ (Total Column (b) plus unitemized loans of less than $100.) 0.00 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 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. 0.00 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 0.00 (Moy bo ol1e9etive number) .Amounts forgiven or paid by another party also must be reported on Schedule A. .. If required. FPPC Form 460 (January/OS) FPPC TolI..f'ree Helpline: 866IASK-FPPC (8681275-3772) from 2/14/2009 CALIFORNIA 460 FORM SCHEDULE E Schedule E Payments Made Type or print In Ink. Amounts may be rounded to whole dollars. Statement cover. period SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder through 6/30/2009 Page~ of~ 1.0. NUMBER 1314123 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. ctv'P campaign paraphernalia/misc. MBR 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 PET petition circulating "TEL t.v. or cable airtime and production costs FlL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals NJ 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 WEB Information technology costs (Internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEe, ALSO eNTeR 1.0. NUMBeR) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Washington Mutual MasterCard PO Box 660487 Dallas, TX 75266-0487 POS Stamps ($588.00),Mailing List ($86.08), labels ($67.87), & UPS Store Mailing ($8.66) (Payment of Accrued Expenses) 950.61 LMD Print & Mail, Inc. 10722 Arrow Route, Suite 804 Rancho Cucamonga, CA 91730 Insert for Courier LIT 340.99 Claremont Courier 1420 N Claremont Blvd, Suite 205B Claremont, CA 91711 POS Insert delivery costs 240.00 * Payments that are contributions or Independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1,531.60 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 $ 1,924.16 29.32 0.00 1,953.48 FPPC Form 460 (January/OS) FPPC TolI-Free Helpline: 866/ASK.FPPC (866/275-3772) Schedule E (Continuation Sheet) Payments Made ~pe or print In Ink. Amounts may be rounded to whole dollars. SCHEDULE E (CaNT.) from 2/14/2009 6/30/2009 CALIFORNIA 460 FORM Statement covers period SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder through page~ of~ I.D. NUMBER 1314123 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. eM'" campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD retumed contributions CTB contribution (explain nonmonetary)> OFC office expenses SAL campaign workers' salaries CVC civic donations PEr petition circulating TEL t.v. or cable airtime and production costs FIL candidate filinglballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fund raising events POL polling and survey research TRS staff/spouse travel, lodging, and meals III) 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) VaT voter registration LIT campaign literature and mailings PRT print ads \M:B Information technology costs (Internet, e-mail) NAME AND ADDRESS OF PAYEE CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE. ALSO ENTER 1.0. NUMBER) Claremont Courier Ad 1420 N Claremont Blvd, Suite 205B PRT 140.00 Claremont, CA 91711 Costco Election Night Refreshments 9404 Central Avenue FND 112.56 Montclair CA 91763 Claremont Courier Ad 1420 N Claremont Blvd, Suite 205B PRT 140.00 Claremont, CA 91711 * Payments that are contributions or Independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 392.56 FPPC Form 460 (January/OS) FPPC TolI-Free Helpline: 866/ASK-FPPC (866/275-3772) . , SCHEDULE F Schedule F Accrued Expenses (Unpaid Bills) 'TYpe or print In Ink. Amounts may be rounded to whole dollars. CALIFORNIA 460 FORM from Statement covers period 2/14/2009 through 6/30/2009 p.ge~ of~ 1.0. NUMBER 1314123 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Committee to Elect Larry Schroeder CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. o.f' campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MrG meetings and appearances RFD retumed contributions CTB contribution (explain nonmonetary)" OFC office expenses SAL campaign workers' salaries CVC civic donations PEr petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals N:l 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 ur campaign literature and mailings PRT print ads \NEB information technology costs (internet, e-mail) CODE OR la) Ibl Ic) (dl NAME AND ADDRESS OF CREDITOR OUTSTANDING AMOUNT INCURRED AMOUNT PAID OUTSTANDING (IF COMMITTEE, ALSO ENTER 1.0. NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD Washington Mutual MasterCard POS PO Box 660487 950.61 0.00 950.61 0.00 Dallas, TX 75266-0487 " paymenbs that are contributions or Independent expenditures must also be summarized on Schedule D. SUBTOTALS $ 950.61 $ 0.00 $ 950.61 $ 0.00 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 Li~e 2 from Line 1. Enter the difference here and -95061 on the Summary Page, Column A, Line 9.) ................................................................................................................................................ NET $ . May be a negetive number FPPC Form 460 (January/OS) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) 0.00 950.61