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Tam 460Recipient Committee Campaign Statement Cover Page Type or print in ink. (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Statement covers period from ___ J_ul_y_1_, _2_00_7 __ December 31, 2007 through ---------- 1. · Type of Recipient Committee: All Committees -Complete Parts 1, 2, 3, and 4. i;zJ Officeholder, Candidate Controlled Committee 0 State Candidate Election Committee 0 Recall (Also Complete Part 5) D General Purpose Committee 0 Sponsored 0 Small Contributor Committee 0 Political Party/Central Committee 3. Committee Information D Primarily Formed Ballot Measure Committee 0 Controlled 0 Sponsored (Also Complete Part 6) D Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) l.D. NUMBER 1267167 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Friends for Lena Tam STREET ADDRESS (NO P.O. BOX} CITY Alameda, STATE ZIP CODE CA 94501 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX P.O. Box 1130 CITY Alameda, OPTIONAL: FAX I E-MAIL ADDRESS 4. Verification STATE ZIP CODE CA 94501 AREA CODE/PHONE 510-287-1240 AREA CODE/PHONE Date of election if app (Month, Day, Ye JAN 2 8 2008 For Official Use Only C TY OF ALAMEDA C! CLERK'S OFFICE ----------- 2. Type of Statement: D Preelection Statement 121 Semi-annual Statement D Termination Statement (Also file a Form 410 Termination) D Amendment (Explain below) Treasurer(s) NAME OF TREASURER Lena Tam MAILING ADDRESS CITY Alameda, NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY OPTIONAL: FAX I E-MAIL ADDRESS STATE CA STATE D Quarterly Statement D Special Odd-Year Report D Supplemental Preelection Statement -Attach Form 495 ZIP CODE AREA CODE/PHONE 94501 510-287-1240 ZIP CODE AREA CODE/PHONE 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. Executed on By Date Executed on ot-J.'0..-oB Date By Executed on Date By Executed on Date By @.Jnatzr~Treasurer Signature of Controlling Officeholder, Candidate, State Measure Proponent or Responsible Officer of Sponsor Signature of Controlling Officeholder, Candidate, State Measure Proponent Signature of Controlling Officeholder. Candidate, State Measure ?roponent FPPC Form 460 (January/OS) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Recipient Committee Campaign Statement Cover Page -Part 2 Type or print in ink. COVER PAGE -PART 2 5. Officeholder or Candidate Controlled Committee NAME OF OR CANDIDATE Lena Tam OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Alameda City Council RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Alameda, CA 94501 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 l.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? DYES D NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME l.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? DYES D NO COMMITTEE ADDRESS STREET ADDRESS (NO PO. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION D SUPPORT D 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 candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD D SUPPORT D OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD D SUPPORT D OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT OPPOSE Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Type or print in ink. SUMMARY PAGE Campaign Disclosure Statement Summary Page Amounts may be rounded to whole dollars. Statement covers period CALIFORNIA 41.! I'\\ FORM UW SEE INSTRUCTIONS ON REVERSE NAME OF FILER Lena Tam 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 $ 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. Non monetary Adjustment .......................................... Schedule c, Line 3 11. TOTAL EXPENDITURES MADE ................................ Add Lines a+ 9 + 10 $ Current Cash Statement 12. Beginning Cash Balance....................... Previous Summary Page, Line 16 $ 13. Cash Receipts ................................................... Column A, Line3above 14. Miscellaneous Increases to Cash ........................... Schedule 1, 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. 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 $ Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 636.27 488.05 1,084.32 158.36 158.36 158.36 (2,617,21) 636.27 (158.36) (2, 139.30) (2, 139.30) from ___ Ju_l_y _1 _, 2_0_0_7 __ Dec. 31, 2007 through _______ _ of ~ $ $ $ $ $ $ ColumnB CALENDAR YEAR TOTAL TO DATE 736.27 488.05 1,224.32 905.23 905.23 905.23 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). 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 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election (mm/dd/yy) __J__J __ __J__J __ Total to Date $ _____ _ $ _____ _ *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Lena Tam Type or print in ink. Amounts may be rounded to whole dollars. DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL. ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED. ENTER NAME OF BUSINESS) (IF COMMITTEE, ALSO ENTER l.D. NUMBER) CODE * 07120107 07120107 California API Legislative Caucus Institute 95818 Thay Ngo Tam Alameda, CA 94501 Schedule A Summary 1. Amount received this period -itemized monetary contributions. DINO DCOM 00TH DPTY DSCC IZJ IND DCOM DOTH DPTY DSCC DINO DCOM DOTH DPTY DSCC DIND DCOM DOTH DPTY DSCC DIND DCOM DOTH DPTY DSCC Retired SCHEDULE A Statement covers p1ariod from ___ J_u_ly_1._2_o_c __ 17 __ CALIFORNIA 4e l"I FORM UV through __ D_e_c_;_3_1_,_:;:_:_0_0_7_ Page--~-of __ 6 __ AMOUNT RECEIVED THIS PERIOD 136.27 500.00 l.D. NUMBER 1267167 CUMULATIVE TO DATE C1'.LENDAR YEAR (J,A,N. 1 -DEC. 31) 136.27 636.27 PER ELECTION TO DATE (IF REQUIRED) *Contributor Codes IND-Individual (Include all Schedule A subtotals.) ....................................................................................................... $ __ _ 636.27 COM -Recipient Committee (other than PTY or SCC) OTH -Other (e.g., business entity) PTY -Political Party 2. Amount received this period-unitemized monetary contributions of less than $100 .......................... , .. $ ______ _ SCC -Small Contributor Committee 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $ ____ 6_3_6_.2_7 FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) ScheduleC Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Lena Tam DATE RECEIVED 07120107 FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER LO. NUMBER) California API Legislative Caucus Institute Sacramento, CA 95818 CONTRIBUTOR CODE* DINO DCOM bZ]OTH DPTY DSCC DINO DCOM DOTH DPTY DSCC DINO DCOM DOTH DPTY DSCC DINO DCOM DOTH DPTY DSCC 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) Attach additional information on appropriately labeled continuation sheets. Schedule C Summary 1. Amount received this period -itemized nonmonetary contributions. SCHEDULEC Statement covers period CAl...IFORNIA 4~·11 from __ J_u_ly_1_,_2_0_0_7 __ FORM U\il through __ D_e_c_. 3_1_,_2_0_0_7_ Page __ 5 _ of --1:_ DESCRIPTION OF GOODS OR SERVICES Capitol Academy 101 Training SUBTOTAL$ AMOUNT/ FAIR MARKET VALUE 443.05 443.05 l.D. NUMBER 1267167 CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 -DEC 31) 443.05 *Contributor Codes IND-Individual PER ELECTl0N TO DATE (IF REQUIRED) 443.05 (Include all Schedule C subtotals.) ..................................................................................................................... $ ______ _ COM -Recipient Committee (other than PTY or SCC) OTH -Other (e.g., business entity) PTY -Political Party 45.00 2. Amount received this period-unitemized nonmonetary contributions of less than $100 .................................... $ ______ _ 3. Total nonmonetary contributions received this period. 488 _05 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL $ ______ _ SCC -Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) ScheduleE Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Lena Tam Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULEE CALIFORNIA 4em FORM U\.I Statement covers period from __ J_u_ly_1_, _20_0_7 __ through __ D_e_c._3_1_,_2_0_0_7_ Page __ 6_ of-"-- l.D. NUMBER 1267167 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. CNS campaign consultants CTB contribution (explain nonmonetary)* eve civic donations FIL candidate filing/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 1.D. NUMBER} United Democratic Party of Alameda County 80120 PAC, Incorporated MBR membercommunications MTG meetings and appearances OFC office 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 CODE OR 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) DESCRIPTION OF PAYMENT AMOUNT PAID Annual Fundraising Dinner MTG 75.00 Membership Dues MBR 75.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 150.00 Schedule E Summary 150.00 1. Itemized payments made this period. (Include all Schedule E subtotals.) .............................................................................................................. $ _____ _ 2. Unitemized payments made this period of under $100 .......................................................................................................................................... $ _____ 8_·_36_ 158.36 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ............................................................................... $ ______ _ 158.36 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 (January/OS) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)