Forbes & Schaff for School Board 460Recipient Committee
Campaign Statement
Cover Page
Type or print in ink.
(Government Code Sections 84200-84216.5)
Statement covers period
from ___ 1_0_11_/2_0_0_4 __
SEE INSTRUCTIONS ON REVERSE through __ 1_0_/_16_1_2_00_4 __
1. Type of Recipient Committee: All Committees·-Complete Parts 1, 2, 3, and 4.
IX] Officeholder, Candidate Controlled Committee ® State Candidate Election Committee
0 Recall
(Also Complete Part 5)
0 General Purpose Committee 0 Sponsored
0 Small Contributor Committee
0 Political Party/Central Committee
3. Committee Information
0 Ballot Measure Committee O Primarily Formed
0 Controlled
0 Sponsored
(Also Complete Part 6)
Primarily Formed Candidate/
Officeholder Committee
(Also Complete Part 7)
l.D. NUMBER
1267549
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Forbes & Schaff for School Board
STREET ADDRESS (NO P.O. BOX)
c/o 2986 Southwood Dr.
CITY
Alameda
STATE
CA
ZIP CODE
94501
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
CITY STATE ZIP CODE
(510) 749-1022
OPTIONAL: FAX I E-MAIL ADDRESS
4. Verification
AREA CODE/PHONE
( 510) 7 49-6790
AREA CODE/PHONE
Date of election if appli
(Month, Day, Year)
11/02/2004
2. Type of Statement:
IX] Preelection Statement
Semi-annual Statement
O Termination Statement
0 Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Lorre Zuppan
MAILING ADDRESS
2986 Southwood Dr.
Alameda
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
(510) 7 49-1022
OPTIONAL: FAX I E-MAIL ADDRESS
STATE
CA
STATE
For Official Use Only
0 Quarterly Statement
0 Special Odd-Year Report
0 Supplemental Preelection
Statement -Attach Form 495
ZIP CODE AREA CODE/PHONE
94501 (510) 749-6790
ZIP CODE AREA CODE/PHONE
I have used all reasonable diligence in preparing and reviewing this statement and to t st of my kno edg 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 for. going 1
Executed on 10/21/04
Date By
Executed on 10/21/04 By
Date
Executed on 10/21/04
Date
By
Executed on Date
By
ate, State Measure Proponent or Responsible Officer of Sponsor
Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Junef01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
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
David Forbes and William Schaff
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Member, Board of Education
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 P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
6. 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 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 D SUPPORT
D OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD D SUPPORT
D OPPOSE
Attach continuation sheets if necessary
FPPC Form 460 (Junef01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
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 46 I\
FORM \ii
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
Column A
TOTAL THIS PERIOD Contributions Received
(FROM ATTACHED SCHEDULES)
1. Monetary Contributions .............. ............................. Schedule A, Line 3 $ 525
2. Loans Received ...................................................... Schedule B, Line 3 13,000
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ 13,525
4. Nonmonetary Contributions.................................... Schedule c, Line 3 0
5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ 13,525
Expenditures Made
6. Payments Made ....................................................... Schedule E, Line 4 $ 13,346
7. Loans Made............................................................. Schedule H, Line 3 0
8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $ 13,346
9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 3 0
10. Nonmonetary Adjustment .......................................... Schedule c, Line 3 0
11. TOTAL EXPENDITURES MADE ................................ Add Lines B +9 + 10 $ 13,346
Current Cash Statement
12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 3,880
13. Cash Receipts ................................................... Column A, Line 3 above 13,525
14. Miscellaneous Increases to Cash........................... Schedule 1, Line 4 0
15. Cash Payments.................................................. Column A, Line 8 above 13,346
16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 4,059
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ....... ............... ..... Schedule a, Part 2 $
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ........................................ See instructions on reverse $ 4,059
19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ 23,000
from ___ 1_0_11_1_2_00_4 __ _
through __ 1_0_11_6_12_0_0_4 __ Page __ 3 __ of __ 7 __
ColumnB
CALENDAR YEAR
TOTAL TO DATE
$ 3,255
23,000
$ 26,255
360
$ 26,615
$ 22,196
0
$ 22,196
0
0
$ 22,196
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).
l.D. NUMBER
1267549
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 Total to Date
(mm/dd/yy)
__J__J __ $
__J__J __ $
__J__J __ $
___/___} __ $
___/___/ __ $
__J__J __ $
*Since January 1, 2001. Amounts in this section may be
different from amounts reported in Column B.
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK·FPPC
Schedule A
Monetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
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 COMMllTEE, ALSO ENTER l.D. NUMBER)
10/01/2004 Catherine Atkin
94501
10/06/04 Mary Dierking
10/16/2004 Donna Fletcher
Alameda, CA 94502
Schedule A Summary
CODE*
~IND
DCOM
DOTH
DPTY
DSCC
il(llND
DCOM
DOTH
DPTY
DSCC
IK]IND
DCOM
DOTH
DPTY
DSCC
IX]IND
DCOM
DOTH
DPTY
Dscc
IX]IND
DCOM
DOTH
DPTY
DSCC
Attorney
The Sanz Group
Student Affairs/Teacher
AUSD
Education
AUSD
SCHEDULE A
Statement covers period CALIFORNIA 4en
from ___ 1_0_/_11_2_0_04 __ _ FORM UU
through __ 1_0_/1_6_/_20_0_4 __ Page __ 4 _ of __ 7 __
AMOUNT
RECEIVED THIS
PERIOD
100
200
100
l.D. NUMBER
1267549
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 -DEC. 31)
100
200
100
PER ELECTION
TO DATE
(IF REQUIRED)
*Contributor Codes
IND-Individual
100
200
100
1. Amount received this period -contributions of $100 or more.
(Include all Schedule A subtotals.) ........................................................................................................ $ _____ 40_0_ COM-Recipient Committee
(other than PTY or SCC)
OTH-Other 2. Amount received this period -unitemized contributions of less than $100 ................. -........................... $ _____ 1_2_5_
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....................... TOTAL $ _____ 5_2_5_
PTY -Political Party
SCC-Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK·FPPC
Schedule B -Part 1
Loans Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from ___ 1_0_11_/2_0_0_4 __
h h 10/16/2004 t roug --------
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF•EMPLOYED, ENTER
NAME OF BUSINESS)
a (b) (c)
OUTSTANDING AMOUNT AMOUNT PAID BALANCE
(d)
OUTSTANDING
BALANCE AT
CLOSE OF THIS
PERIO (IF COMMITTEE, ALSO ENTER 1.D. NUMBER)
William Schaff
1616 San Jose Ave.
Alameda, CA 94501
tlXI IND 0 COM 0 OTH D PTY 0 sec
to IND D COM 0 OTH D PTY 0 sec
to IND D COM 0 OTH D PTY 0 sec
Schedule B Summary
Chief Investment Officer
Bay Isle Financial
BEGINNING THIS RECEIVED THIS OR FORGIVEN
PERIOD PERIOD THIS PERIOD*
0PAID
D FORGIVEN
10,000 13,000
0PAID
D FORGIVEN
$ _____ $ ___ _
0PAID
0FORGIVEN
SUBTOTALS $ 13,000 $ 0 $
1 . Loans received this period .................................................................................................................... $
(Total Column (b) plus unitemized loans less than $100.)
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.)
23,000
12/31/2004
DATE DUE
DATE DUE
DATE DUE
__ %
RATE
23,000 $
13,000
0
13,000
(Enter ( e) on
Schedule E, Line 3)
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. (Maybe a negative number)
t Contributor Codes
SCHEDULE B-PART 1
CALIFORNIA 4e I\
FORM UU
Page __ 5 _ of __ ?_
l.D. NUMBER
DATE INCURRED
CALENDAR YEAR
PER ELECTION**
DATE INCURRED
*Amounts forgiven or paid by
another party also must be
reported on Schedule A.
** If required.
IND-Individual COM -Recipient Committee (other than PTY or SCC) OTH -Other PTY -Political Party SCC-Small Contributor Committee FPPC Form 460 (Junef01)
FPPC Toll-Free Helpline: 866fASK-FPPC
ScheduleE
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from ___ 1_0_11_1_20_0_4 __
10/16/2004 through --------
SCHEDULEE
CALIFORNIA 4eo
FORM U
Page __ 6 _ of __ 7_
1.0. NUMBER
1267549
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CIVP 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 COMMITIEE, ALSO ENTER l.D. NUMBER)
Tramutola Company
191 Ridgeway Avenue
Tramutola Company
191 Ridgeway Avenue
MBR member communications
MTG meetings and appearances
OFC office expenses
F£T 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
Brochures
LIT
Postage
POS
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
7,917
3,965
Jane Norling Design Campaign literature design services
LIT 480
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 12,362
Schedule E Summary
13,276 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) .................................................................................................. $ _____ _
70 2. Unitemized payments made this period of under $100 .......................................................................................................................................... $ ______ _
0 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ............................................................................... $ _____ _
13,346 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 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule E
(Continuation Sheet)
Payments Made
Type or print in ink.
SCHEDULE E (CONT.)
Amounts may be rounded
to whole dollars.
Statement covers period CALIFORNIA 461"\
FORM U
SEE INSTRUCTIONS ON REVERSE
from ___ 1_0_/1_12_0_0_4 __
10/16/2004 through _______ _ Page __ 7 _ of __ ?_
NAME OF FILER
Forbes & Schaff for School Board
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
l.D.NUMBER
! 1267549
ctvP 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 FEf 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
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 PRf print ads WEB information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE CODE (IF COMMITTEE, ALSO ENTER l.D. NUMBER)
John A. Jensen Graphic Design
1780 Indian Way LIT
94611
Rosenblum Winery
2900 Main St. FND
94501
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
OR DESCRIPTION OF PAYMENT
Production and image prep
Supplies for fundraising event
AMOUNT PAID
580
334
SUBTOTAL$ 914
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC