November 3, 2020 Candidate Packet - Flipping Book Version
Amounts may be rounded to whole dollars.
Schedule B – Part 1 Loans Received
FORM 460
Statement covers period
CALIFORNIA
7/1/XX
from
12/31/XX
xx
xx
Page
of
through
SEE INSTRUCTIONS ON REVERSE NAME OF FILER
I.D. NUMBER
Manuel Alvarez for Mayor 20XX
12344XX
SCHEDULE B - PART 1
(a) Amounts may be rounded to whole dollars.
FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE,ALSO ENTER I.D. NUMBER) Schedule B – Part 1 Loans Received American Credit Union 350 South Park Street Oakmont, CA 95443 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Manuel Alvarez for Mayor 20XX
CUMULATIVE CONTRIBUTIONS TO DATE 460 (g)
(e) Statement covers period (d)
(f)
(b)
(c)
ORIGINAL AMOUNT OF LOAN CALIFORNIA FORM
IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS)
OUTSTANDING BALANCE BEGINNING THIS PERIOD
OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD
AMOUNT RECEIVED THIS PERIOD
INTEREST PAID THIS PERIOD
AMOUNT PAID OR FORGIVEN THIS PERIOD
7/1/XX
from
*
12/31/XX
xx
xx
CALENDAR YEAR
Page
of
through
PAID
0
10,000
5
N/A
$ 10,000 I.D. NUMBER 12344XX
$
%
$ PER ELECTION
$
RATE e (e)
**
(a) a
d
(g) g
b
(c) c
f
FORGIVEN
2
† 1
10,000 (b)
0
0
N/A
DATE DUE 7/1/XX OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (d)
250
7/1/XX (f)
$
$
$
$
Editor, Oakmont Weekly IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS)
$
OUTSTANDING BALANCE BEGINNING THIS PERIOD
IND COM OTH PTY SCC FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE,ALSO ENTER I.D. NUMBER)
AMOUNT RECEIVED THIS PERIOD
INTEREST PAID THIS PERIOD
CALENDAR YEAR CUMULATIVE CONTRIBUTIONS TO DATE $ PER ELECTION 2,000 CALENDAR YEAR $ PER ELECTION N/A ** **
DATE INCURRED ORIGINAL AMOUNT OF LOAN
AMOUNT PAID OR FORGIVEN THIS PERIOD
*
✔
PAID PAID
Manuel Alvarez 4245 McDow Street Oakmont, CA 95443 American Credit Union 350 South Park Street Oakmont, CA 95443
1,000
1,000 10,000
0
2,000 10,000
$
$
%
$
0
RATE RATE 5
$
$
%
$
FORGIVEN FORGIVEN
2,000
0
N/A N/A
0
DATE DUE DATE DUE 7/1/XX N/A
-0- 250
DATE INCURRED DATE INCURRED 7/1/XX 1/15/XX
$
10,000
0
$
$
$
$
0
† †
$
$
$
$
$
IND COM OTH PTY SCC IND COM OTH PTY SCC
✔
CALENDAR YEAR CALENDAR YEAR $ PER ELECTION $ 2,000
PAID PAID
✔
Manuel Alvarez 4245 McDow Street Oakmont, CA 95443
Editor, Oakmont Weekly
1,000
1,000
0
2,000
$
$
%
$
$
$
%
$
RATE
**
**
FORGIVEN
I
I
2,000
0
N/A
0
N/A
-0-
1/15/XX
$
$
$
$
$
†
DATE DUE DATE DUE
DATE INCURRED DATE INCURRED
IND COM OTH PTY SCC IN
✔
CALENDAR YEAR
PAID
3
$
10,000
SUBTOTALS $
$
$
1,000
11,000
250
$
$
$ PER ELECTION
%
$
(Enter (e) on Schedule E, Line 3) RATE
**
F. Completing the Form 460 Schedule B – Part 1 (Loans Received) Schedule B is used to report activity on loans received by the committee. Outstanding loans are reported on each campaign statement until they are paid off or forgiven. Schedule B has two parts: • Part 1 lists loans received or outstanding, and the repayment, forgiveness, or payment by a third party of a loan previously received. *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. Schedule B Summary 1. Loans received this period ....................................................................................................................$ (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or fo given this p riod................................................ ........................................................$ (Total Column (c) plus loans under $100 paid or forgiven.) (Include loa s pai a t ird party that are als 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. Schedule B Summary 1. Loans received this period ....................................................................................................................$ (Total Column (b) plus unitemized loans of 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.) 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. SUBTOTALS $ $ $ $ $ IND COM OTH PTY SCC † 10,000 Clear Sch B-1 Print Form *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. FORGIVEN 1,000 Clear Sch B-1 Print Form
10,000
$
$
DATE DUE
DATE INCURRED
† Contributor Codes IND – Individual COM – Recipient Committee
$
$
11,000
250
1,000
(Enter (e) on Schedule E, Line 3)
(other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee † ontributor des IND – Individual COM – Recipient Committee (other than PTY or SCC) OTH – Other (e.g., business entity) PTY – Political Party SCC – Small Contributor Committee FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov
10,000
9,000 1,000
(May be a negative number)
9,000
(May be a negative number)
FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov
Quick Tip
If the committee has drawn on a line of credit, it is reported as a loan.
• Part 2 lists information about loan guarantors, if any.
Fair Political Practices Commission advice@fppc.ca.gov
Chapter 8. 21
Campaign Manual 2 June 2020
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