David Forbes for Schol Board 460. Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200-84216.5)
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Statement covers period
from __ O_c_t_o_be_r_2_0_,_2_0_0_2_
through December 31, 2002
Date of election if app
(Month, Day, Year)
November 5, 200Ci
For Official Use Only
Clerk's Of fie
1. Type of Recipient Committee: All Committees -Complete Parts 1, 2, 3, and 4. 2. Type of Statement:
00 Officeholder, Candidate Controlled Committee
0 State Candidate Election Committee
0 Recall
(Also Complete Part 5)
General Purpose Committee
0 Sponsored
0 Small Contributor Committee
0 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
1246825
Preelection Statement
[XI Semi-annual Statement
00 Termination Statement
D Amendment (Explain below)
Treasurer(s)
D Quarterly Statement
Special Odd-Year Report
D Supplemental Preelection
Statement -Attach Form 495
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
David Forbes for School Board
NAME OF TREASURER
Lorre Zuppan
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
OPTIONAL: FAX I E-MAIL ADDRESS
dforbes@alamedanet.net
4. Verification
STATE ZIP CODE
AREA CODE/PHONE
510 I 523-3513
AREA CODE/PHONE
MAILING ADDRESS
CITY
Alameda
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
OPTIONAL: FAX I E-MAIL ADDRESS
STATE
CA
STATE
ZIP CODE
94501
ZIP CODE
AREA CODE/PHONE
510 I 384-2599
AREA CODE/PHONE
I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the infor ation 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 a
Executed on
Executed on
Executed on
Executed on
Jan 27, 2003
Date
Jan 27, 2003
Date
Date
Date
By~~~~~~--.,,,--..,~~-..,....,,,.--,,.,=""""'-.,.,---,,...--,,.,-,-,,-,....,.,-~-::-~~~~~~~~~ Signature of Controlling Officeholder, Candidate, State Measure Proponent
BY~~~~~~-,,,--..,~~-..,....,,,.--,,.,=""""'-,-,___,,...--,,.,..,_,,-,....,.,-~-.,,-~~~~~~~~~ Signature of Controlling Officeholder, Candidate, State Measure Proponent 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
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Member, Board of Education, Alameda Unified School District
RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE
, Alameda, CA 94501
ZIP
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?
YES 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 [;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 40.1'\
FORM 1.111
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
David Forbes for School Board
Contributions Received
1. Monetary Contributions .......................................... . Schedule A. Line 3 $
') Loans Received ..................................................... . Schedule B, Line 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. TOTALEXPENDITURESMADE ................................ AddLines8+9+10 $
Current Cash Statement
'2. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $
13. Cash Receipts ................................................... Column A, Une 3 above
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, tt:ien 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)
2,209.11
209.11
209.11
2,772.75
2,772.75
2,563.64
209.11
2,772.75
0.00
0.00
0.00
from __ O_c_to_b_e_r_2_0_, _2_0_02_
through December 31, 2002 Page __ 3 __ of __ ? __
$
$
$
$
$
$
ColumnB
CALENDAR YEAR
TOTAL TODATEC
5, 113.11
0.00
5,113.11
321.77
5,434.88
5, 113.11
5,113.11
321.77
5,434.88
l.D. NUMBER
1246825
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1 through 6/30 711 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)
___}___} __ $
___}___} __ $
___}___} __ $
___}___} __ $
___}___} __ $
___}___} __ $
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 *Since January 1, 2001. Amounts in this section may be
from Lines 2, 7, and g (if different from amounts reported in Column B.
any).
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule A
Monetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
David Forbes for School Board
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR DATE
RECEIVED (IF COMMITTEE, ALSO ENTER l.D. NUMBER)
10/22/02 California Teachers Assn./ Assn. for Better
Citizenship, FPPC ID #7 41941
Burlingame, CA 94010
10/23/02 Alan R. Baskin
Alameda, CA 94501
10/31/02 Natanya B. Wodinsky
Alameda, CA 49501-1653
10/31/02 William and Cynthia Schaff
Alameda, CA 94501
12/02/02 David Forbes
Alameda, CA 94501
Schedule A Summary
Type or print in ink.
Amounts may be rounded
to whole dollars.
IF AN INDIVIDUAL, ENTER CONTRIBUTOR OCCUPATION AND EMPLOYER CODE* (IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
DINO
IKJCOM
DOTH
DPTY
DSCC
IKJIND Mortage Broker
DCOM
DOTH KLA
DPTY
DSCC
OOIND Legal Assistant DCOM Simmons & Ungar DOTH
DPTY
DSCC
IKJIND CEO
DCOM Bay Isle Financial DOTH
DPTY
DSCC
OOIND Administrator DCOM Club Natique DOTH
DPTY
Dscc
SCHEDULE A
Statement covers period
from __ O_c_to_b_e_r_2_0_, _2_0_02_
CALIFORNIA 4e. n
FORM UU
through December 31, 2002 Page 4 of
AMOUNT
RECEIVED THIS
PERIOD
400.00
100.00 i
100.00
750.00
734.11
l.D. NUMBER
1246825
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 -DEC. 31)
400.00
100.00
100.00
950.00
759.11
*Contributor Codes
IND-Individual
PER ELECTION
TO DATE
(IF REQUIRED)
1. Amount received this period -contributions of $100 or more.
(Include all Schedule A subtotals.) ........................................................................................................ $ ___ 2_,_08_4_._11_ COM -Recipient Committee
(other than PTY or SCC)
OTH-Other $ $ 125.00 2. Amount received this period -unitemized 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 $ ___ 2_,2_0_9_.1_1_
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 __ O_c_to_b_e_r_2_0_, _2_0_02_
SEE INSTRUCTIONS ON REVERSE through December 31, 2002
NllME OF FILER
David Forbes for School Board
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF COMMITTEE, ALSO ENTER l.D. NUMBER)
David Forbes
'~
• ,1ameda, CA 94501
t !XI IND D coM D OTH D PTY D sec
IND o coM D orn o PTY o sec
IND o coM o OTH o PTY D sec
Schedule 8 Summary
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER
NAME OF BUSINESS)
Administrator
Club Nautique
a (b) (c) OUTSTANDING AMOUNT AMOUNT PAID BALANCE RECEIVED THIS BEGINNING THIS OR FORGIVEN
PER OD PERIOD THIS PERIOD*
igJ PAID
1265.89
igJ FORGIVEN
2,000 0 734.11
OPAID
D FORGIVEN
0PAID
D FORGIVEN
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
PERIOD
2000
none
DATE DUE
DATE DUE
DATE DUE
0
2,000
(2,000) 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
SCHEDULE B-PART 1
CALIFORNIA 4eA
FORM UU
Page __ 5 _ of __ ?_
l.D. NUMBER
1246825
(f) (g)
ORIGINAL CUMULATIVE
AMOUNT OF CONTRIBUTIONS
LOAN TO DATE
CALENDAR YEAR
500 0
PER ELECTION**
08/09/2002
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 __ o_c_to_b_e_r_2_0_,_2_0_0_2_
Statement covers period CALIFORNIA 46"'
FORM Ii.I
SEE INSTRUCTIONS ON REVERSE
through December 31, 200L Page 6 of __ 7 _
NAME OF FILER l.D. NUMBER
David Forbes for School Board 1246825
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
C1v'P campaign paraphernalia/misc. MBR membercommunications 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 FET petition circulating TEL t.v. or cable airtime and production costs
candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals
.~D 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 l.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
Mark Reilly Mailer prep/printing
LIT 1,262.39
San Lorenzo, CA 94580
Jane Norling Design Graphics / layout for flyer/mailer
LIT 469.49
Berkeley, CA 94703
Schroeder Dent Printing flyer/mailer
LIT 100.00
. .\lameda, CA 94501
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 1,831.88
Schedule E Summary
1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) .................................................................................................. $ ___ 2 _'7 _5 _2 _·7 _5 _
20.00 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 ).) ............................................................................... $ _____ o_.o_o_
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............................. TOTAL $ ___ 2 _,_7 _72 _._7 _5 _
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule E
(Continuation Sheet}
Payments Made
SCHEDULE E (CONT.)
Type or print in ink.
Amounts may be rounded
to whole dollars. from __ O_c_t_o_be_r 2_0_, 2_0_0_2_
Statement covers period CALIFORNIA 4en
FORM UU
SEE INSTRUCTIONS ON REVERSE
through December 31, 200L Page __ ?_ of __ ?_
NAME OF FILER
David Forbes for School Board
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
LO.NUMBER
1246825
OvP 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 FET 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
"<\JD fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals
) 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 CODE (IF COMMJTIEE, ALSO ENTER 1.D. NUMBER) OR DESCRIPTION OF PAYMENT AMOUNT PAID
-~-·--~-·
Statewide Information Systems List for mailing
LIT 117.50
Sacramento, CA 95816
David Forbes Paper for flyer/mailer
LIT 115.87
Alameda, CA 94501
Mark Reilly Postage for mailing
POS 687.50
'San Lorenzo, CA 94580
----·-·
*Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 920.87
FPPC Form 460
FPPC Toll-Free Helpline: 866/ASK-FPPC