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_7_12_0_0_4 __
SEE INSTRUCTIONS ON REVERSE through __ 1_2_/3_1_12_0_0_4 __
1. Type of Recipient Committee: All Committees -Complete Parts 1, 2, 3, and 4.
00 Officeholder, Candidate Controlled Committee
® State Candidate Election Committee
0 Recall
(Also Complete Pa.15)
D General Purpose Committee
Sponsored
Small Contributor Committee
Political Party/Central Committee
3. Committee Information
D Ballot Measure Committee
Primarily Formed
Controlled
Sponsored
(Also Complete Part 6)
Primarily Formed Candidate/
Officeholder Committee
(Also Complete Part 7)
COMMll l"E:E NAME (OR CANOIDAfE'S NAME IF NO COMMll IEE)
Forbes & Schaff for School Board
CITY
Alameda
CITY
OPTIONAL: FAX I E-MAIL ADDRESS
4. Verification
STATE
CA
STATE
ZIP CODE AREA CODE/PHONE
94501 (510) 749-6790
ZIP CODE AREA CODE/PHONE
Date of election if
(Month, Day, Y
11/02/2004
Of ALAMEDA
CLERK'S OFFiC
For Official Use Only
2. Type of Statement:
Preelection Statement
00 Semi-annual Statement
00 Termination Statement
Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
CITY
Alameda
MAILING ADDRESS
CITY
OPTIONAL: FAX I E-MAIL ADDRESS
STATE
CA
STATE
Quarterly Statement
Special Odd-Year Report
D Supplemental Preelection
Statement Attach Form 495
ZIP CODE
94501
ZIP CODE
AREA CODE/PHONE
749-6790
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.
certify under penalty of perjury under t11e laws of the State of California that the fore rue and ~t
01/30/2005 Executed on Date
Executed on 01/30/2005
Date
Executed on 01/30/2005
Date
Executed on Date
By rer
By tor Responsible Officer of Sponsor
BY~~~~~~~~~~~~~...,.-.---.~~~~~~~~~~~~~~~ Sigqature of Controlling Officeholder, Candidate, State Measure Proponen: 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
David Forbes and William Schaff
NUMBER IF APPLICABLE)
Member, Board of Education
, 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 LD. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
DYES D NO
COMMITTEE ADDRESS STREET ADDRESS (NO PO. BOX)
COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX)
6. Ballot Measure Committee
Identify the controlling officeholder, candidate, or state measure proponent, if any.
1uc:nu1cuc:r< CANDIDATE, OR PROPONENT
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 lJ 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
Summary Page Amounts may be rounded
to whole dollars. Statement covers period
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Forbes & Schaff for School Board
Contributions Received
1. Monetary Contributions Schedule A, Linc 3 $
2. Loans Received Schedule 8, 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)
10. Nonmonetary Adjustment
Schedule F, Line 3
Schedule C, Line 3
11 TOTAL EXPENDITURES MADE ........................... AddLines8+9+1o
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 I, 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 8, Part 2
Cash Equivalents and Outstanding Debts
18. Cash Equivalents . See instructions on reverse
$
$
$
$
$
19. Outstanding Debts Add Line 2 + Line 9 in Column 8 above $
Column A
TOTAL THIS PERIOD
(FROM ATTACHED SCHEDULES)
35,485
(23,000)
0
16,544
0
0
0
1
0
16,544
0
0
0
from ____ 1_ 0 __ 1_17_1_20_0_4 __
through __ 1_21_3_11_2_0_04 __ Page __ 3 __ of ___ 7 __
ColumnB
CALENDAR YEAR
TOTAL TO DATE
$ 38,740
0
$
360
$ 00
$ 38,740
0
$ 38,740
0
360
$ 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).
LO NUMBER
1267549
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
111 through 6130 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)
Dale of Election
(mm/dd/yy)
_/_/ __
_/ __ _} __ ,
Total lo Date
$ _____ _
$ _____ _
$ ______ _
$ _____ _
$ _____ _
*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
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. E~ TER NAM~
OF BUSINESS)
(IF COMMITTEE.ALSO ENTER l.D. NUMBER) CODE *
10/21/2004 Fred Patterson
Alameda, CA 94501
10/27/2004 Shea Homes & Affiliates
Alameda, CA 94501
10/27/2004 Centex Homes & Affiliates
Alameda, CA 94501
12/30/2004 David Forbes
Alameda, CA 94502
12/30/2004 William Schaff
Alameda, CA 94501
Schedule A Summary
IKJIND
0COM
OIND
OCOM
IKJOTH
OPTY oscc
OIND
0COM
KJOTH
OPTY oscc
KJIND
OCOM
KJIND
0COM
Retired
General Manager
Club Nautique
Chief Investment Officer
Bay Isle Financial
SCHEDULE A
covers period
from ___ 10_1_17_1._20_0_4 __
through __ 1_2_/_3_1/_2_0_04 __ . 4 7 Page ___ of __ _
AMOUNT
RECEIVED THIS
PERIOD
250
1,143
857
185
33,000
ID. NUMBER
1267549
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 -DEC. 31)
250
1,143
857
185
33,000
*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.) ....... $ ____ 3_5_,4_35_ 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 $ _____ 3 5 _,4_8_5_
PTY -Political Party
SCC-Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK·FPPC
1 Type or print in ink.
Statement covers period Schedule B-
Loans Received
Amounts may be rounded
to whole dollars. from __ 1_0_/1_7_12_0_0_4 __
SEE INSTRUCTIONS ON REVERSE th h 12/31 /2004 roug -·-----·--
NAME OF FILER
Forbes & Schaff for School Board
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF C0"1MITTEE. ALSO ENTER l.D. NUMBER)
William Schaff
Alameda, CA 94501
tlil IND o coM D OTH D PTY D sec
tlil IND o coM o OTH o PTY o sec
IND D COM D OTH D PTY D sec
Schedule B Summary
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER
NAME OF BUSINESS)
Chief Investment Officer
Bay Isle Financial
1 . Loans received this period . . . . . .. .. . .. . . . .. . . .. . . .. .. .. . .. . .....
(Total Column (b) plus unitemized loans less than $100.)
a (b) (c) (d)
OUTSTANDING AMOUNT AMOUNT PAID OUTSTANDING
BALANCE RECEIVED T BALANCEAT BEGINNING THIS HIS OR FORGIVEN CLOSE OF THIS
PERIOD PERIOD THIS PERIOD* PERIOD
OPAIO
0
[i(j FORGIVEN
23,000 10,000 33,000 n.a.
DATE DUE
OPAID
0 FORGIVEN
DATE DUE
OPAID
D FORGIVEN
DATE DUE
.. ........ $ 10,000
2. Loans paid or forgiven this period ........................................................................................................ $ 33,000
(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.
(e)
INTEREST
PAID THIS
PERIOD
RATE
RATE
RATE
0
SCHEDULE B -PART 1
Page 5
l.DNUMBER
1267549
(f)
ORIGINAL
AMOUNT OF
LOAN
7
(g)
CUMULATIVE
CONTRIBUTIONS
TO DATE
CALENDAR YEAR
10,000 0
PER ELECTION**
7/27/2004 0
DATE INCURRED
CALENDAR YEAR
PER ELECTION**
DATE INCURRED
CALENDAFi YEAR
PER ELECTION**
DATE INCURRSD
*Amounts forgiven or paid by
another party also must be
reported on Schedule A.
** If required.
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from ___ 1_0_11_7_/2_0_0_4 __
12/31/2004 through --------Page 6
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.
Cf\/P 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 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
SCHEDULEE
7
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 AnnR"'~~ OF PAYEE
~~""'" CC, CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
Tramutola Company Campaign Consulting
CNS 5,000
Oakland, CA 94611
Mark Reilly Mailer design and production
P.O. Box 114 LIT 4,408
San Lorenzo, CA 94580
Mark Reilly Postage for mailer
P.O. Box 114 POS 2,575
San Lorenzo, CA 94580
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 11,983
Schedule E Summary
16,544 1. Payments made this period of $100 or more. (Include all Schedule E subtotals.) ................................................................................................ $ _____ _
0 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_
16,544 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 _ ..... """""'
Payments Made
Type or print in ink. SCHEDULE E (CONT)
Amounts may be rounded
to whole dollars.
Statement covers period
from ___ 1 _0/_1_7_12_0_0_4 __
12/31/2004 through _______ _ Page 7
ID. 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.
Cf\/P 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
of __ 7 _
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 i1nnR~<::c:: CODE (IF ~~ ..... ,, 'CC, ALSO --------------
Statewide Information Systems
POL
Sacramento, CA 95816
John A. Jensen
LIT
Oakland, CA 94611
02 Marketing + Design
CMP
Oakland, CA 94621
*Payments that are contributions or independent expenditures must also be summarized on Schedule D.
OR DESCRIPTION OF PAYMENT
Lists
Self-mailer
Lawn signs
~ ··---~
AMOUNT PAID
2,172
530
1,859
---~-·---
SUBTOTAL$ 4,561
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC