Formes & Schaff for School Board 460Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200-84216.5)
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Statement covers period
from ___ 07_1_27_1_2_00_4 __
through __ 0_9_13_0_1_20_0_4 __
Date of election if applicable:
(Month, Day, Year)
11/02/2004
1. Type of Recipient Committee: All Committees -Complete Parts 1, 2, 3, and 4. 2. Type of Statement:
00 Preelection Statement
0 Semi-annual Statement
0 Termination Statement
[Kl Officeholder, Candidate Controlled Committee ® State Candidate Election Committee
0 Recall
(Also Complete Part 5)
0 General Purpose Committee 0 Sponsored
0 Small Contributor Committee
O Political Party/Central Committee
3. Committee Information
D Ballot Measure Committee
0 Primarily Formed
0 Controlled
0 Sponsored
(Also Complete Part 6)
O Primarily Formed Candidate/
Officeholder Committee
(Also Complete Part 7)
l.D. NUMBER
D
Date Stamp
COVER PAGE
CALIFORNIA 461"\
2001/02 "'
FORM
Page __ _ 10 of __ _
For Official Use Only
0 Quarterly Statement
0 Special Odd-Year Report
0 Supplemental Preelection
~te~ttach Form 495
1267549
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Forbes & Schaff for School Board
Treasurer(s)
NAME OF TREASURER
Lorre Zuppan
City Clerk'~ OH~cq
STREET ADDRESS (NO P.O. BOX)
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) 749-6790
AREA CODE/PHONE
MAILING ADDRESS
CITY
Alameda
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
(510) 749-1022
OPTIONAL: FAX I E-MAIL ADDRESS
STATE
CA
STATE
ZIP CODE
94501
ZIP CODE
AREA CODE/PHONE
(510) 749-6790
AREA CODE/PHONE
I have used all reasonable diligence in preparing and reviewing this statement and to the best of owledge the,; mation 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 tr e and c I
Executed on 10/5/04
Date
Executed on 10/5/04
Date
Executed on 10/5/04
Date
Executed on Date BY~~~~~~.,,,.-...,...--,.,,-,-:;:-..,,=-.,...,.,-,,,..-,,.,..,-,,,,.,..,:-:----:=----.-~~~~~~ Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
State of California
Q..
....
f) f. :D ;') =-f) :i.
'° :x>
0 I.. C\I .... -·"" Ill If) ::> c C').:.: .. ..,. .... ~ I"' .... .. I"' c"'
..-& ~ t: U'l,..:;;
...
"' -::.
Ill
:I
tr ..r· " ... .-I) .,
.... L) :I Cb ...J
"' u~..,.. z: ..J,... ..JW> .,.. -· ·r .Cl "GI
:I ~c • fl> ..... (. u .. 0 J1I L .G2
a. "l ..
0.. l:l .. I"> °' ';>
0 ... ..
IJ) ... :i
0 0 n ;:)
'II" ... w
0 c u ,
1" IJ) c 0 .,
I) u
0 0
0
rte<:ip:entCc~n· 1ni~
Cam1>&J~1n ~i eaiem 1mt
c:ovllll' l'&ti21-
;C>.>< l'Ml"';rY. C>'lt> 51.:-·ar •• U.2DC•!.i<i1; .•)
.-
llL tlf.udl <9'1'6 l'f~~d
S·t :,ITJ.IJ!'::r,f::"1rt!\'£:~'i! t''t!.4.!1~ _.,_!~?ZJ~
fhl• Vo •llCllaf\ I' Dj\';Jlllbtil
·' ~·t Cl&/ '°'111'\ J ''"" _c .. '..:.E:E~.:! .. -..
·~~·-·-•·-·--•....._, ....... _,,~-'-W ........ en .-....,,_ .. _,..,._,., .. N ______ ... _ .... ..m:a.....u.J
f Ty11'0Dl/:111;lsihn:1.:.:on·•m':1ei. 11:1c:1rlfi,,.n°Cc•pl111P1101 u nd• 2. ~,nDll!.1.flllTlll~I.;
1f: C-he:-c.!111 C1· r"':a r.:1:r.1tc ~,,t~a 'l ,)':(,,cc'C°•V \: \ U :t ( l c:(1;s' ti: -:y· · .'•C
"-'f;"''' JOI.•'" ..... ,.,-,;
:-J """'·'·~">•~Cc.·· .. ··111
11 :~t:-.~•1nGan '"\1 ~A!I ·=~ p, tr 1• • Ft-.•r.l/lt!
.:,; ecr~r:~'f C l!'..:U:•HJ I
'Ji "'11<· 1:~ ~ 5·a·.ri~r·: = It -J·t -.•u! Ua·"e-.L -i: :. r.~ .... ·.ir ~Lat-4 ..... ,~ = A•rt.r ~,.. .. ,1 Er.&Jl•1 • M?:.1, .. j
-·---·--··----·J
, r.;..1·11•1 S:r "~''•.
ir~: ;IC~=··· ~&1 ~c-;..: -a
"""'I E\11~···,1.,:S ,..8\:,ftV~·
!:la~ .. ~·~. )!.&t1 1:tt'' •'!
f" le~ '0"1-!o :J l't"f'IP' y F: ,,. • .,c.: ~'!r:&.
___ . __ .. ____ .. ____ _ ,J ': c.:: •.: JJ ""~ I I
~ fr"l lC:': T'."t.. .. :.7 ~ .. ':tJ,i Cl':'if:'."lD~:·:-c ::"1' 1~!9
._?o'\:"~C1t;,Ce··att'.:i ... ,.,!\t, .... :.:r-· .. •1,1-1•·. ---·-·--...,... .. ----····
------.. --~ ....... ~·----··----·--:..._L~-..-~·-----..-.----.... --.... -------· ~. C1)1'M'lil!s11 !nla•ll'l<iticl111 I 1·;·~·;.'~~4: 1"r1u11'Vifi)
~:A-:"'=;fi"~·i'ITr.:rz;:~:r;,iii"i'~j;;.~-o;:i-···11,~a ·-·--... -·--:---~'i!'f.'i'.l'ir'"·-··-.. --.----·--<1-·-·---
l'i:rh111& St1111t1 ic. Sc•·~~ l!luwa
irW-7::1iC~7'"~""P.~.~,,....,;:µ=-, ------·-·-·-·----
.:Ill l! 11!16 So .. 1;,.., oe>r. I): • c;:::-------·----·;n:r·,-.... ca.~r···-·~~tj'~·;:r .
A arr.~l!l,lj Ci< i' !Ol (S!~P4t6~:· ;:--~·3"'i!iiiiTr:i'i'~·i;o.i~:;rmt~titi ), r-.:"-.. ..._ ... _ .. _. __ •
~-----.. ·-.. ·--·-·"m•r· .. y;;~-··-;:m;:o:l:TIH~
(~10) T~i).1032
o:;~-r:;x 1 17"Ui:t1111.,a. -----... ---·-.. -·-·· ....... -·--·
r.:m:ihnmm-··-------·-·-·--·----~-
ar.--·--·----~-a. 'l!f1 ·no.~or·~i:c.i
(5,C)M9.m2 ,,.,e,,,.c;;;:iir.m-:"m'.m'li""----··-·-·--·----..
_ .. _ ........ ~..,.. ... -.............. ___ ._..,_l.._._ ... _ .. _..,_,..........,_ __ --.... ..... --..,........._ ... __ ._......,_~---··-·...-...-.--
4, 'I~ rlllllo6\:1~A
lt-1\'I ~SIP.I II ·i.1a.10o·..s~·~ d•;•11o1r.r '°'I ~Hlt.~l't·;t1Ml8";1JI•.~ ¥1-1 ···~a:r-.rnJ D~t·) it.1 :-ulo'~~l.SJ•'.'"'19: ~·· .:.d\(.':'t\l~·eia ... n·~ "'"'" ,,.. .. ~ r!'4t!~ ~!L ... '• :· .. a-11;".:r:'f'tt I
<ar.1( • .,,er l'l'~:i1 •II l•ll.·;,l~r \re;•"~• '''"' ~· 11 • s•11r ,,. '!:~ 1'e.,;1 L·.t 11>1 ,~,,.. D • 9 11 vo;~ Uf ~Cl.
r "t;/5rJ4 :. 'kt"',
.. ....., .. "''-··-··-··-;·~;;:;; ·-· .. -.. _ lt. -~~~7"'ir=::'ll~t.'<~i'l!ti~":ll!~
:..a.e-:. r.r.-;-·-~--·-·-e> ··~;ii'~il'll~~~~i.1 .
(1WatM•• _ • ._ _ _!;,:!!.!!. ____ _
·" 31 --·-·
f.J.HIJ •! :J! --... -·--::.------··-r~Pg !ttl'!'P'. ctO llWl,a41,I
, .. il.C: "CIJ"" *H "'1lp1•11; tl!4l,,.l$.4•tllC'
J l•I~ •t .. .: 11 ih,• ... :,
...
'1.. ...
I/) .. co
f'I)
::>
I/) ~ to co
0 "' ... -·'"' N I/) = c ~.:.: .. ~ ~ ~ ., ,.... c"" = c; ...... :--:
!J) J'l h
....
c.; ~
GI
:I .,.. .r· " ....
f) .. .-L.) :I Cb...) ro t..)~j
z: ..J_.
....)Lt) ..
-· ·r .c •• q, •xc:: :J "' GD .... ' t.
L) iD 0
I..
J:).
Cl. .... ..
Q.. ll .. f'I) a:. :;:
0 'It ..
I/) ;:) • 0 Q ,,
;) ... ..,. ..
0 0 I,; :> 1.0 in 0
0 .,
f) u
0 0
0
J:lecip;eritc(~n· inil'»a
(:1mpaJ~1n ~Hi111em !!Ill
C:over~.igE-
,c>.:h·?...,r:•r.c~ :i11:-·-0M ~200..!~,~~j
.-
I ,,, '" _i:.'.!!~:!~~·--·· .r ~•t DA.' "'w1
·--;;:;;;;;;;;.;:;-;;;;;;-] ·~;-.;;;~;.;;;;;;·
H' :.nw::·::r.1::·1r.!'ll"'i! t\·<4.li" _ •. -2·~_?:2·)~ __ .::_!!:;2.'2·llt1 __
'"~·-•-ollt-.O·--•......,t.ma.a-:1-......~~U.....,....... __ ,._ .. _ •M~ "-.'·-·lllllCllomlltSJ
f T;,-pot:1Hl1;IJihn:GDr.·am':1e:.11:•':c11i.:rn-Copll!•P11a1 r.t .. ~, :e. ':"pacltr.1~n&'\'(;
'i': Cl'f-:it:W:.tli/ C4· !::::1::.at:":r::r., C«:'l'lt~• !'1 ::.t: .. ~MursC.oin·'\'~A!l I 1: ~-1c·t::1:ii'IS'A!'.r::"'r·: •l .i";""c·'°::.t":.;:1lU!ili:t::£1:r~-:ir-·.·t~ (~ P"trr, Ft-":r.Sttt = lt.-1•11', .. \E~'!l•·~r."'J."l:
..__ l\t:d C; Crr:r:';~ r • ..,~,..~, ~a:..-1 .. ,
,.1.· ... .::.:·.·at "'':': C S:..:H:·Hf
::-J ""'"·'·~'>HC...·•,.. ... i
·--c;:-:1-:rn .. ---ITI!Wl~,~iillc~~,.,~i~j
'•~'"··---•L-~-l ---Jl-;c.:.-;;~-~-.. -~;-·-1 .._ _______ .. _____ J
_, t:.. 1 'I J '' S:e <t"I"';&. •1.
-, ~\I I~ ·r•!.·"l:.tl -=·IPl:.f;.1 ,1'~ • !:•a!.!i-~•:. ~: .. sr1 :w· •~=
r EC!"0?-::, . ....1 1':,.,~··.1F:,,.1--~0.=1~ .. :c. -----·----------------; .: c.: ·.:JJ .I'll~ I I
~ ~.-,; IC"; T."1'. •• :.7 >,. .. ':t.t.). Ct°':'il;"."1~~; .. :'< :"'" 1h";!'!F =:, ?01:"·::1 C;p:":, '=v··arc~ ... rr !'aQ-> .... ·: J:r-w: ''1 ~··. ---·-·---r------·· ... ------... ---.. -.. -·-------··-----.-.--....-L..._.... __ ,,,.. __ .. _______ .~---------
:. C""•'ilil!er !nlcr111atic1111 Ii.:· ,_;:u~ rru1\.l-u1~l -----·---·-··-···---·-----·-!...:?~--·-·--~= ··\-:'"'rfl': &a'1 i:r..;..:.J.•.r,.i:J1:11fl!: lh·'·~: ..,(:'XI'• '11Hl. 1 Jf::: 61 •at!'i!f'.'!'~--H----·----·----.. -.. .-·---
.r:ra Z.v;::iaD -------·-· _ ·--;':i,ii:::;r::~m-----.. -.. -·-··
:?ill~ ~<JUl.:'•Yr..-..(! :; I. jf'£W°7!':°iir~~ P:O r.lZc ·-·---·----~--·-.. -··----,.;:n-J:r:er·--;:;;rr-z::or~:i-
c/<:l I! !!all St>J!;,., cQor. 0: . Mair.1 :la ";/.. tlii.S(} I J li 10: 7.e II· 579:
(;.-::-·------·---·~·7~ .. ~~7···-·~~i~C ;,~nm-:ry,;ur:iur.7:-~--.. ·-.. -·-.. -----
~. aru~a c;; !I•!:'>! (S~!l) 14H79' ~"Ji.o~iiTrii~· a1·:f,e.ur, i:Q.-;:-vs ;iar~tttl .. :.:.:=--... -.. -·---· ;.m"'nmrn-.. ·-------.. -.. -·-------·-----~
-::•1"' -----···-···--·-··ro-;~-... ·uwr-~·-~:i!TH~
(~10) 7 4i).I Jj~ 2
o~~-;~:r:--ii";~------_..._ .. ._ ... _~·--·---·
4.~V;;i;1~;;--·-~----··-.. _..._,.._.._. ... _ .. ~----~------·---·--..--...-_.,.-.... ,--.~--
f.&,y.ll•!:J! --... --~------·-f'"PC ::.r.P. ¢L'jol'YJ.•{.1.I
'""C ~.;-J-... ·•1IJ11·11; .:1!.4il..l~fMllC .11.1~ ., ~..:to il1t•":.
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
RESIDENTIAUBUSINESS 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 (June/01)
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 40 A
FORM UU
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 $ 2,730
2. Loans Received ...................................................... Schedule B, Line 3 10,000
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ 12,730
4. Nonmonetary Contributions.................................... Schedule c, Line 3 175
5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ 13,090
Expenditures Made
6. Payments Made....................................................... Schedule E, Line 4 $ 8,850
7. Loans Made............................................................. Schedule H, Line 3 0
8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $ 8,850
9. Accrued Expenses (Unpaid Bills) ............................... Schedule F, Line 3 550
10. Non monetary Adjustment .......................................... Schedule C, Line 3
11. TOTAL EXPENDITURES MADE ................................ Add Lines B + g + 10 $ 9,100
Current Cash Statement
12. Beginning Cash Balance....................... Previous Summary Page, Line 16 $ 0
13. Cash Receipts ................................................... Column A, Line 3 above 12,730
14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 0
15. Cash Payments.................................................. Column A, Line 8 above 8,850
16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 3,880
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED . . ........ ....... .......... Schedule a, Part 2 $
3,880
Cash Equivalents and Outstanding Debts
18. Cash Equivalents........................................ See instructions on reverse $
19. Outstanding Debts ......................... Add Line 2 +Line 9 in Column B above $ 10,000
from ___ 0_7_1_27_1_2_00_4 __
through __ 0_91_3_01_2_0_04 __ Page __ 3 __ of __ 1 _0_
Columns
CALENDAR YEAR
TOTAL TO DATE
$ 2,730
10,000
$ 12,730
175
$ 13,090
$ 8,850
0
$ 8,850
550
$ 9,100
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 __ $
___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 Type or print in ink. SCHEDULE A
Monetary Contributions Received Amounts may be rounded
to whole dollars. Statement covers period CALIFORNIA 461'\
from ___ 0_7_12_7_!_2_00_4 __ FORM U
SEE INSTRUCTIONS ON REVERSE through __ 0_91_3_0_/2_0_0_4 __ 4 10 Page ___ of __ _
NAME OF FILER
Forbes & Schaff for School Board
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER 1.D. NUMBER) CODE*
09/16/2004 Gayle Saldinger & Edward O'Neil OOIND
DCOM
Alameda, CA 94501 DOTH
DPTY
DSCC
09/16/2004 C. Richard Bartalini il.{]IND
DCOM
DOTH Alameda, CA 94501 DPTY
DSCC
09/20/2004 Richard Heaps ll.{]IND
1200 Saint Charles St DCOM
Alameda, CA 94501 DOTH
DPTY
DSCC
09/29/2004 Christopher Joyce ll.{]IND
1826 San Jose Ave. DCOM
Alameda, CA 94501 DOTH
DPTY
DSCC
09/29/2004 Steven McAdam li]IND
DCOM
DOTH Alameda, CA 94501 DPTY
DSCC
Schedule A Summary
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER NAME
OFBUSINESS)
Professor, UCSF
Retired
Consultant, The
Management Group
Contracts Manager,
Sunnyvale
Government Executive,
State of California
AMOUNT
RECEIVED THIS
PERIOD
500
100
250
200
100
SUBTOTAL$ 1, 150
1. Amount received this period -contributions of $100 or more.
(Include all Schedule A subtotals.) ........................................................................................................ $ ____ 1_,5_5_0_
2. Amount received' this period -unitemized contributions of less than $100 ............................................. $ ____ 1_,_18_0 __
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ...... , ................ TOTAL $ ____ 2_, 7_3_0_
l.D. NUMBER
1267549
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 • DEC. 31)
500
100
250
200
100
PER ELECTION
TO DATE
(IF REQUIRED)
*Contributor Codes
IND-Individual
COM-Recipient Committee
(other than PTY or SCC)
OTH-Other
PTY -Political Party
500
100
250
200
100
SCC -Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK·FPPC
Schedule A (Continuation Sheet)
Monetary Contributions Received
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)
(IFCOMMITTEE,ALSOENTERl.D.NUMBER) CODE*
09/29/2004 Nielsen Tam
Alameda, CA 94501
09/29/2004 Barbara Kahn
467 Central Ave.
Alameda, CA 94501
09/29/2004 Rosemary & Randall Rentschler
1241 Hawthorne St.
Alameda, CA 94501
09/29/2004 John Newton
1015 Mound St.
Alameda, CA 94501
*Contributor Codes
IND-Individual
COM -Recipient Committee
(other than PTY or SCC)
OTH-Other
PTY -Political Party
SCC-Small Contributor Committee
IX]IND
DCOM
DOTH
DPTY
DSCC
IXllND
DCOM
DOTH
DPTY
DSCC
IKJIND
DCOM
DOTH
0PTY
DSCC
IXllND
DCOM
DOTH
0PTY oscc
OIND
DCOM
DOTH
OPTY
DSCC
Principal
Alameda Unified School
District
Retired
Spokesperson
MTC
Homemaker
SUBTOTAL$
SCHEDULE A (CONT.)
Statement covers period
from ___ 07_1_27_1_2_00_4 __
CALIFORNIA 4e A
FORM UU
through __ 0_9_13_0_/2_0_0_4 __ Page __ 5 _ ot_1 _0_
AMOUNT
RECEIVED THIS
PERIOD
100
100
100
100
400
l.D.NUMBER
1267549
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 -DEC. 31)
100
100
100
100
PER ELECTION
TO DATE
(IF REQUIRED)
100
100
100
100
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK·FPPC
Schedule 8 -Part 1
loans Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER
(IF COMMITTEE, ALSO ENTER 1.D. NUMBER)
William Schaff
1616 San Jose Ave.
Alameda, CA 94501
tlXI IND O coM O OTH O PTY o sec
to IND o coM o oTH o PTY o sec
to IND o coM o OTH o PTY o sec
Schedule B Summary
Type or print in ink.
Amounts may be rounded
to whole dollars.
IF AN INDIVIDUAL, ENTER a (b) OUTSTANDING AMOUNT OCCUPATION AND EMPLOYER BALANCE
(IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS
NAME OF BUSINESS) PERIOD PERIOD
Chief Investment Officer
Bay Isle Financial
0 10,000
SUBTOTALS $ 10,000 $
Statement covers period
from ___ 07_1_2_71_2_0_04 __
through __ 0_9_13_0_1_20_0_4 __
(c)
AMOUNT PAID OR FORGIVEN THIS PERIOD *
0PAID
0 FORGIVEN
0PAID
0 FORGIVEN
0PAID
0 FORGIVEN
0 $
(d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD
10,000
12/31/2004
DATE DUE
DATE DUE
DATE DUE
__ %
RATE
__ %
RATE
10,000 $ 0
(Enter(e)on
Schedule E, Line 3)
1. Loans received this period .................................................................................................................... $ 10,000
(Total Column (b) plus unitemized loans less than $100.)
2. Loans paid orforgiven this period ......................................................................................................... $ 0
(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.
10,000
(May be a negative number)
t Contributor Codes
SCHEDULE B-PART 1
CALIFORNIA 46"' FORM \,I
Page __ 6 _ of __!Q_
l.D. NUMBER
PER ELECTION**
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 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
ScheduleC
Nonmonetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
DATE
RECEIVED
9/12/2004
9/12/2004
FULL NAME. STREET ADDRESS AND
ZIP CODE OF CONTRIBUTOR
(IF COMMITIEE, ALSO ENTER l.D. NUMBER)
Schroeder-Dent
741 Buean Vista Ave.
Alameda, CA 94501
David Forbes
1122 Marianas Lane
Alameda, CA 94502
Type or print in ink.
Amounts may be rounded
to whole dollars.
IF AN INDIVIDUAL, ENTER
CONTRIBUTOR OCCUPATION AND EMPLOYER CODE*
DINO
DCOM
IKJOTH
DPTY
DSCC
IKJINO
DCOM
DOTH
DPTY
DSCC
DINO
DCOM
DOTH
DPTY
DSCC
DINO
DCOM
DOTH
DPTY
DSCC
(IF SELF-EMPLOYED, ENTER
NAME OF BUSINESS)
Manager, Club
Nautique
Attach additional information on appropriately labeled continuation sheets.
Schedule C Summary
SCHEDULEC
Statement covers period CALIFORNIA 461'\
from ___ 07_1_2_71_2_0_04 __ FORM U
09/30/2004 through ______ _ 7 10 Page ___ of __ _
DESCRIPTION OF
GOODS OR SERVICES
Envelopes &
postcards
Stamps
SUBTOTAL$
AMOUNT/
FAIR MARKET
VALUE
175
185
360
l.D.NUMBER
1267549
CUMULATIVE TO
DATE
CALENDAR YEAR
(JAN 1 -DEC 31)
175
185
PER ELECTION
TO DATE
(IF REQUIRED)
175
185
1. Amount received this period -nonmonetary contributions of $100 or more. 360 (Include all Schedule C subtotals.) ..................................................................................................................... $ _____ _
*Contributor Codes
IND -Individual
COM -Recipient Committee
0 2. Amount received this period-unitemized nonmonetary contributions of less than $100 .................................... $ ______ _
(other than PTY or SCC)
OTH-Other
PTY -Political Party
SCC-Small Contributor Committee 3. Total nonmonetary contributions received this period. 360 (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.) ...................... TOTAL $ ______ _
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-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.
SCHEDULEE
Statement covers period CALIFORNIA 4en
FORM UU from ___ 0_71_2_71_2_0_04 __
09/30/2004 through _______ _ Page __ 8 _ of _1 _0_
1.0. NUMBER
1267549
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
DllP campaign paraphernalia/misc.
CNS campaign consultants
CTB contribution (explain nonmonetary)*
eve civic donations
FIL candidate filing/ballot fees
"'ND 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 l.D. NUMBER)
branes, LLC
2986 Southwood Dr.
94501
The Early Voter FPPC#1264931
20705 S. Western Ave., #200
Torrance, CA 90501
Parents' Ballot Guide FPPC #1226502
20705 S. Western Ave., #200
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
PRO
LIT
LIT
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
Schedule E Summary
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
5,000
1,000
1,700
SUBTOTAL$ 7,700
8,850 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) .................................................................................................. $ _____ _
0 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).) ............................................................................... $ ------
8,850 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 (Junel01)
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
from ___ 07_1_2_71_2_0_04 __
CALIFORNIA 4~ I"\
FORM Q\I
09/30/2004 through _______ _
SEE INSTRUCTIONS ON REVERSE Page __ 9 _ 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
O'vP 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 lEL 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
ID independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor
_EG 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 CODE (IF COMMITIEE, ALSO ENTER 1.0, NUMBER)
California Voter Guide FPPC#595004
The Buena Vista Community Institute
2242 San Antonion Ave. eve
Alameda, CVA 94501
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
OR DESCRIPTION OF PAYMENT
-
-----
AMOUNT PAID
900
250
SUBTOTAL$ 1, 150
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
SCHEDULE F
Schedule F
Accrued Expenses (Unpaid Bills)
Type or print in ink.
Amounts may be rounded
to whole dollars. from ___ 07_1_2_71_2_0_04 __
Statement covers period CALIFORNIA 4e A
FORM UU
th h 09/30/2004
roug --------SEE INSTRUCTIONS ON REVERSE Page _1 _0_ of __J_Q_
NAME OF FILER l.D.NUMBER
Forbes & Schaff for School Board 1267549
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
avP 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
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
ND 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 CREDITOR
(IF COMMITTEE, /\LSD ENTER 1.D. NUMBER)
Jane Norling Design
2742 Martin Luther King Jr. Way
* Payments that are contributions or independent expenditures must also be
summarized on Schedule D.
Schedule F Summary
CODE OR
(a)
OUTSTANDING DESCRIPTION OF PAYMENT BALANCE BEGINNING
OF THIS PERIOD
LIT 0
SUBTOTALS$ 0 $
(b) (c) (d)
AMOUNT INCURRED AMOUNT PAID OUTSTANDING
THIS PERIOD THIS PERIOD BALANCE AT CLOSE
(ALSO REPORT ON E) OF THIS PERIOD
480.33 0 480.33
480.33 $ 0 $ 480.33
1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for 550 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 0 accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) ................................. PAID TOTALS$ ______ _
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and 550 on the Summary Page, Column A, Line 9.) ................................................................................................................................................ NET$-------May be a negative number
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC