Forbes & Schaff for School Board 460Recipient Committee
Campaign Statement
Cover Page
Type or print in ink. Date Stamp
(Government Code Sections 84200-84216.5)
Statement covers period
from ___ 1_01_2_21_2_00_4 __
SEE INSTRUCTIONS ON REVERSE through __ 1_0_12_7_12_0_0_4 __
1. Type of Recipient Committee: All Committees-Complete Parts 1, 2, 3, and 4.
[i] Officeholder, Candidate Controlled Committee ® State Candidate Election Committee
0 Recall
(Also Complete Part 5)
D General Purpose Committee
O 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)
D 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)
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
certify under penalty of perjury under the laws of the State of California that the fore
Executed on 10/27/04
Date
Executed on 10/27/04
Date
Executed on 10/27/04
Date
Date of election if appli
(Month, Day, Year)
2.
11/02/2004
Type of Statement:
[i] Preelection Statement
D Semi-annual Statement
D Termination Statement
D Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Lorre Zuppan
MAILING ADDRESS
CITY
Alameda
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
(510) 749-1022
OPTIONAL: FAX I E-MAIL ADDRESS
~.~-~~
For Official Use Only
Quarterly Statement
D Special Odd-Year Report
D Supplemental Preelection
Statement -Attach Form 495
STATE ZIP CODE AREA CODE/PHONE
CA 94501 ( 510) 7 49-6790
STATE ZIP CODE AREA CODE/PHONE
e the information contained herein and in the attached schedules is true and complete.
Executed on Date By ------""'s""1g-na-tu-re-o"""fCo,,.-nt-ro""lli-ng""'o"'ffi,...1ce-h-ol"'"de-r,""'c-an'""di"'"da..,.te-,S""ta...,te'""'M""e-as-u-re""P,...ro-po-n-en..,.t-------FPPC Form 460 (June/01)
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
NAME OF TREASURER
COMMITTEE ADDRESS
CITY
COMMITTEE NAME
NAME OF TREASURER
COMMITTEE ADDRESS
CITY
l.D. NUMBER
CONTROLLED COMMITTEE?
0 YES 0 NO
STREET ADDRESS (NO P.O. BOX)
STATE ZIP CODE AREA CODE/PHONE
l.D. NUMBER
CONTROLLED COMMITTEE?
0 YES 0 NO
STREET ADDRESS (NO P.O. BOX)
STATE ZIP CODE AREA CODE/PHONE
6. Ballot Measure Committee
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER JURISDICTION 0 SUPPORT 0 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 0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
D OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD D SUPPORT 0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 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 4e I'\
FORM UU
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
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. Nonmonetary 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, Line 3 above
14. Miscellaneous Increases to Cash........................... Schedule 1, Line 4
15. Cash Payments .................................................. Column A, Line 8 above
16. ENDINGCASHBALANCE .......... 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 a, 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)
2,050
2,050
0
2,050
294
0
294
0
0
294
2,326
2,050
0
294
4,082
4,082
33,000
from ___ 10_1_2_21_2_0_04 __
through __ 1_0_12_7_12_0_0_4 __ Page __ 3 __ 6 of __ _
$
$
$
$
$
$
ColumnB
CALENDAR YEAR
TOTAL TODATE
5,555
33,000
38,555
360
38,915
34,473
0
34,473
0
0
34,473
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)
__/__} __ $
__/__} __ $
__/__} __ $
__/__} __ $
__/__} __ $
__/__} __ $
*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-EMPLOYEO, ENTER NAME
OF BUSINESS)
(IF COMMITTEE, ALSO ENTER l.O. NUMBER)
10/27/2004 Shea Homes & Affiliated Entities
Alameda, CA 94501
10/27/2004 Centex Homes & Affiliated Entities
Alameda, CA 94501
Schedule A Summary
CODE*
DINO
DCOM
IK]OTH
DPTY
DSCC
DINO
DCOM
I&'] OTH
DPTY
DSCC
DINO
DCOM
i&'.]OTH
DPTY
DSCC
DINO
DCOM
i&'.]OTH
DPTY
DSCC
DINO
DCOM
Ii(] OTH
DPTY
Dscc
SCHEDULE A
Statement covers period CALIFORNIA 461'\
from ___ 10_1_22_1_2_00_4 __ FORM U
through __ 1_01_2_7_12_0_0_4 __ Page __ 4 _ of __ 6 __
AMOUNT
RECEIVED THIS
PERIOD
1,143
857
l.D. NUMBER
1267549
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 -DEC. 31)
1,143
857
PER ELECTION
TO DATE
(IF REQUIRED)
*Contributor Codes
IND-Individual 1. Amount received this period -contributions of $100 or more.
(Include all Schedule A subtotals.) ........................................................................................................ $ ____ 2_,o_o_o_ COM -Recipient Committee
(other than PTY or SCC)
OTH-Other 2. Amount received this period -unitemized contributions of less than $100 ............................................. $ _____ 5_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_,o_s_o_
PTY -Political Party
SCC -Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Type or print in ink.
Statement covers period Schedule B -Part 1
Loans Received
Amounts may be rounded
to whole dollars. from ___ 10_1_22_1_2_0_04 __
SEE INSTRUCTIONS ON REVERSE 10/27/2004 through _______ _
NAME OF FILER
Forbes & Schaff for School Board
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF COMMITTEE, ALSO ENTER l.D. NUMBER)
William Schaff
Alameda, CA 94501
tlj] 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
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER NAME OF BUSINESS)
Chief Investment Officer
Bay Isle Financial
a (b) (c) OUTSTANDING AMOUNT AMOUNT PAID BALANCE RECEIVED THIS BEGINNING THIS OR FORGIVEN
PER OD PERIOD THIS PERIOD*
0PAID
0 FORGIVEN
33,000 0
0PAID
0 FORGIVEN
0PAID
0 FORGIVEN
SUBTOTALS $ -$ 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.)
(d) OUTSTANDING
BALANCE AT
CLOSE OF THIS
PER OD
33,000
12/31/2004
DATE DUE
DATE DUE
DATE DUE
33,000
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. (May be a negative number)
t Contributor Codes
(e)
INTEREST
PAID THIS
PERIOD
__ %
RATE
0
__ %
RATE
__ %
RATE
$ 0
SCHEDULE B-PART 1
Page __ 5 _ of __ 6_
l.D. NUMBER
1267549
(f) (g)
ORIGINAL CUMULATIVE
AMOUNT OF CONTRIBUTIONS
LOAN TO DATE
CALENDAR YEAR
10,000 0
PER ELECTION** a 0712712004
DATE INCURRED
CALENDAR YEAR
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
SCHEDULEE ScheduleE
Payments Made
Type or print in ink.
Amounts may be rounded
to whole dollars. from ___ 1 _01_2_2/_2_0_04 __
Statement covers period CALIFORNIA 4e I\
FORM UU
SEE INSTRUCTIONS ON REVERSE
10/27/2004 through --------Page __ 6 _ of __ 6_
NAME OF FILER LO. 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.
Cl'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
eve civic donations F£f 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 PRT print ads WEB information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER 1.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
Statewide Information Systems List
POL 294
I
i
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 294
Schedule E Summary
294 1. Payments made this period of $100 or more. (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).) ............................................................................... $ ______ _
294 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