Fillable Form 460 - Campaign Disclosure Statement Summary Page (Page 2 of 2) in pdf

Instructions for

460

CALIFORNIA

Summary Page

FORM

Campaign Disclosure Statement

The Summary Page provides an overview of the

activities. Consult the FPPC Campaign Disclosure

on hand ﬁ gures on Lines 12 and 16 of the Summary

committee’s ﬁ nancial activities and is completed for

Manual for your type of committee for additional

Page.

each ﬁ ling.

information.

Summary for Primary and General

Column A reﬂ ects activities during the current

Current Cash Statement:

Elections (Lines 20 and 21):

reporting period as reported on Schedules A

Lines 12-16 of the Summary Page should

This section is only for committees that are:

through H. It is not necessary to attach a blank

accurately reﬂ ect your current cash position.

schedule if there has been no reportable activity

• Controlled by a candidate who is being voted on

Beginning and ending cash balances should

during the period, but it is necessary to enter a

in both the state primary and general elections

include the total amount of funds in your campaign

zero or the word “none” on the appropriate line in

(does not apply to controlled ballot measure

checking and savings accounts, plus any

Column A of the Summary Page.

committees); or

investments that can be readily converted to cash,

• Primarily formed to support or oppose

such as certiﬁ cates of deposit, money market

Column B ﬁ gures should reﬂ ect the cumulative

candidates being voted on in both the state

accounts, stocks and bonds, etc. (Ofﬁ ceholders

total since January 1 of the current calendar

primary and general elections.

and candidates are subject to bank account

year.* Add the totals from Column B of the

restrictions, and all committees should read the

committee’s last campaign statement (if any) to the

Complete this summary on the preelection and

FPPC Campaign Disclosure Manual regarding

corresponding amounts in Column A. If this is the

semi-annual statements for the general election,

appropriate uses of campaign funds.)

ﬁ rst report being ﬁ led for a calendar year, only carry

covering periods during the last six months of the

forward the amounts reported on Lines 2, 7, and

Line 12 (Beginning Cash Balance) must be the

year (July 1-December 31).

9 of Column B (if any) from the committee’s last

same as the ending cash balance reported on Line

statement. (Note: The amounts reported on Lines

16 of your previous statement’s Summary Page. If

Expenditure Ceiling Summary for State

2, 7, and 9 of Column B should be the same as

this is your ﬁ rst campaign statement, enter zero on

Candidates (Line 22):

the total outstanding amounts disclosed in column

Line 12.

(d) of Schedules B, F, and H, respectively, of the

Candidates for elective state ofﬁ ce who have

current report.)

accepted the voluntary expenditure ceiling for a

Line 16 (Ending Cash Balance) is the total of Lines

particular election must disclose the total amount of

12, 13, and 14, minus Line 15.

When loans (Schedules B and H) and accrued

expenditures made through the end of the reporting

expenses (Schedule F) are paid, the ﬁ gures to

period that are subject to the expenditure ceiling

If you are ﬁ ling a termination statement, Line 16

be carried from the schedules to Lines 2, 7, and

for the election. Report the date of the election

must be zero.

9 of Column A may be negative numbers. In this

and total amount expended for that election.

case, be sure to show them as negative ﬁ gures on

Report totals for the primary and general elections

Cash Equivalents:

the Summary Page (e.g., with a minus sign (-) or

separately. This information is no longer required if

“Cash equivalents” include investments that cannot

in parentheses), and subtract them when totaling

the expenditure ceiling has been lifted. (See FPPC

be readily converted to cash, as well as the balance

Columns A and B.

Campaign Disclosure Manual 1.)

due on all outstanding loans the committee has

made to others (from Line 7 of Column B of the

*There are exceptions to the calendar year

Summary Page). Investments that can be readily

“cumulation period” for candidate elections and

converted to cash, such as certiﬁ cates of deposit or

FPPC Form 460 (Jan/05)

ballot measure elections held in January and early

FPPC Form 460 Instructions - Rev. 1 (Aug/2012)

money market funds, should be included in the cash

February, and for ballot measure qualiﬁ cation

FPPC Advice: advice@fppc.ca.gov  866/275-3772

Form 460 - Campaign Disclosure Statement Summary Page Page 2

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