460 Recipient Committee Campaign Statement - Semi Annual 07-01-2016 to 12-31-2016 Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 7/1/2016
through 12/31/2016
1. Type of Recipient Committee: All Committees—Complete Parts 1,2,3,and 4.
❑ Officeholder,Candidate Controlled Committee ❑ Primarily Formed Ballot Measure
0 State Candidate Election Committee Committee
0 Recall 0 Controlled
(Also Complete Part 5)
0 Sponsored
(Also Complete Part 5)
� General Purpose Committee
® Sponsored ❑ Primarily Formed Candidate/
0 Small Contributor Committee Officeholder Committee
0 Political Party/Central Committee (Also Complete Part 7)
3. Committee Information I I.D.NUMBER
1347578
COMMITTEE NAME(OR CANDIDATE'S NAME IF NO COMMITTEE)
Silicon Valley Taxpayers Association PAC
STREET ADDRESS(NO P.O.BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
MAILING ADDRESS(IF DIFFERENT)NO.AND STREET OR P.O.BOX
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX/E-MAIL ADDRESS
Date of election if app"cabl Ulu JAN 1 0 2017
(Month, Day,Year) 1
UPERTINO CITY CLtRK
2. Type of Statement:
❑ Preelection Statement
Semi-annual Statement
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment(Explain below)
COVER PAGE
1 of 6
Official Use Only
❑ Quarterly Statement
❑ Special Odd-Year Report
Treasurer(s)
NAME OF TREASURER
Steven B. Haug
MAILING ADDRESS
CITY STATE ZIP CODE AREA CODE/PHONE
NAME OF ASSISTANT TREASURER,IF ANY
MAILING ADDRESS
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX/E-MAILADDRESS
4. Verification
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. I
certify under penalty of perjury under the laws of the State of California that the foregoinq is true and correct.
By
Signature of Controlling Officeholder,Candidate,State Measure Proponent or Responsible Officer of Sponsor
By
Signature of Controlling Officeholder,Candidate,State Measure Proponent
By
Signature of Controlling Officeholder,Candidate,State Measure Proponent
FPPC Form 460(Jan/2016)
FPPC Advice:advice @fppc.ca.gov(866/275-3772)
1/8/2017
Executed on
Date
Executed on
Date
Executed on
Date
Executed on
Date
By
By
Signature of Controlling Officeholder,Candidate,State Measure Proponent or Responsible Officer of Sponsor
By
Signature of Controlling Officeholder,Candidate,State Measure Proponent
By
Signature of Controlling Officeholder,Candidate,State Measure Proponent
FPPC Form 460(Jan/2016)
FPPC Advice:advice @fppc.ca.gov(866/275-3772)
Campaign Disclosure Statement
Summary Page
Amounts may be rounded
to whole dollars.
Statement covers period
frnm 7/1/2016
SUMMARY PAGE
Expenditures Made
To calculate Column B,
6. Payments Made................................................................
through
_ 12/31/2016
Page 2 of 6
SEE INSTRUCTIONS ON REVERSE
Schedule H,Line 3
0.00
8. SUBTOTAL CASH PAYMENTS..........................................
Add Lines 6+7 $
24,921.47
9. Accrued Expenses(Unpaid Bills
NAME OF FILER
0.00
10. Nonmonetary Adjustment.........................................................
Schedule C,Line 3
0.00
I.D.NUMBER
Silicon Valley Taxpayers Association PAC
24,921.47
any).
1347578
Column A
Column B
Calendar Year Summary for Candidates
Contributions Received
TOTAL THIS PERIOD
(FROM ATTACHED SCHEDULES)
CALENDAR YEAR
TOTAL TO DATE
Running in Both the State Primary and
General Elections
25,000.00
25,000.00
1. Monetary Contributions...................................................
schedule A,Line 3
$ $
�/� through 6/30 7/1 to Date
0.00
0.00
2. Loans Received................................................................
Schedule e,Line 3
0.00
0.00
20. Contributions
3. SUBTOTAL CASH CONTRIBUTIONS..............................
Add Lines 1+2
$ $
Received $ $
63,751.70
63,751.70
4. Nonmonetary Contributions............................................
Schedule C,Line 3
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED....................................
Add Lines 3+4
$ 88,751.70 $
88,751.70
Made $ $
Expenditures Made
To calculate Column B,
6. Payments Made................................................................
Schedule E,Line 4 $
24,921.47
7. Loans Made.......................................................................
Schedule H,Line 3
0.00
8. SUBTOTAL CASH PAYMENTS..........................................
Add Lines 6+7 $
24,921.47
9. Accrued Expenses(Unpaid Bills
Schedule F,Line 3
0.00
10. Nonmonetary Adjustment.........................................................
Schedule C,Line 3
0.00
11. TOTAL EXPENDITURES MADE........................................
Add Lines s+9+10 $
24,921.47
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 s 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 B,Part $
Cash Equivalents and Outstanding Debts
18. Cash Equivalents................................................ See instructions on reverse $
19. Outstanding Debts.............................. Add Line 2+Line 9 in Column B above $
$ 24,971.47
0.00
$ 24,971.47
0.00
0.00
$ 24,971.47
516.80
To calculate Column B,
25,000.00
add amounts in Column
A to the corresponding
amounts from Column B
02
24,921.47
of your last report. Some
amounts in Column A may
595.35
be negative figures that
should be subtracted from
previous period amounts. If
this is the first report being
0.00
filed for this calendar year,
only carry over the amounts
from Lines 2,7,and 9(if
any).
11,036.75
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)
-� J $
Amounts in this section may be different from amounts
reported in Column B.
FPPC Form 460(Jan/2016)
FPPC Advice:advice @fppc.ca.gov(866/275-3772)
www.fppc.ca.gov
Schedule A Amounts may be rounded
Monetary Contributions Received to whole dollars.
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Silicon Valley Taxpayers Association PAC
DATE
FULL NAME,STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
IF AN INDIVIDUAL,ENTER
RECEIVED
(IF COMMITTEE,ALSO ENTER I.D.NUMBER)
CODE *
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED,ENTER NAME
OF BUSINESS)
Charles Munger ___0
IND
10/4/2016
1423 Hamilton Ave
❑coM
Occupation: Physicist
Palo Alto, CA 94301
❑OTH
❑PTY
Self-Employed;
❑SCC
Business: Charles Thom
❑IND
❑COM
❑OTH
❑PTY
❑SCC
❑IND
❑COM
❑OTH
❑PTY
❑SCC
❑IND
❑COM
❑OTH
❑PTY
❑SCC
❑IND
❑COM
❑OTH
❑PTY
❑SCC
Schedule A Summary
1. Amount received this period— itemized monetary contributions.
(Include all Schedule A subtotals.).............................................................................
2. Amount received this period—unitemized monetary contributions of less than $100
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.).......
SUBTOTAL$
$
$
Statement covers period
from 7/1/2016
through 12/31/2016 Pa 9 e 3
AMOUNT
RECEIVED THIS
PERIOD
$25,000.00
25,000.00
.........TOTAL $ 25,000.00
I.D.NUMBER
1347578
SCHEDULE A
of 6
CUMULATIVE TO DATE PER ELECTION
CALENDAR YEAR TO DATE
(JAN.1-DEC.31) (IF REQUIRED)
$25,000.00
*Contributor Codes
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
Schedule C Amounts may be rounded SCHEDULE C
Nonmonetary Contributions Received to wnoie aouars.
Statement covers period
, '
CALIFORNIA
from 7/1/2016
FORM
through 12/31/2016
Page 4 of 6
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D.NUMBER
Silicon Valley Taxpayers Association PAC
1347578
DATE
FULL NAME,STREETADDRESS AND
CONTRIBUTOR
IF AN INDIVIDUAL,ENTER
OCCUPATION AND EMPLOYER
DESCRIPTION OF
AMOUNT/
FAIR MARKET
CUMULATIVE TO
DATE
PER ELECTION
TO DATE
RECEIVED
ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE,ALSO ENTER I.D.NUMBER)
CODE*
(IF SELF-EMPLOYED,ENTER
NAME OF BUSINESS)
GOODS OR SERVICES
VALUE
CALENDAR YEAR
(JAN 1-DEC 31)
(IF REQUIRED)
�IND
8/18/2016
Charles Munger
El COM
Occupation: Physicist
Estimated
$63,751.70
$63,751.70
1423 Hamilton Ave
❑OTH
Self-Employed;
non-monetary
Palo Alto, CA 94301
❑PTY
Business: Charles
contribution of
❑SCC
Thomas Munger, JR
legal services: on
❑IND
❑COM
❑OTH
❑PTY
❑SCC
❑IND
❑COM
❑OTH
❑PTY
❑SCC
❑IND
❑COM
❑OTH
❑PTY
❑SCC
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL$ 63,751.70
Schedule C Summary
1. Amount received this period—itemized nonmonetary contributions.
(Include all Schedule C subtotals.)...................................................
2. Amount received this period— unitemized nonmonetary contributions of less than $100 ........
3. Total nonmonetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.)........
............$
............$
63,751.70
TOTAL $ 63,751.70
*Contributor Codes
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
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Silicon Valley Taxpayers Association PAC
Amounts may be rounded
to whole dollars.
SCHEDULE E
Statement covers period CALIFORNIA
. 1
from
7/1/2016 FORM
through 12/31/2016 Page 5 of 6
I.D.NUMBER
1347578
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
CNS
campaign paraphernalia/misc.
MBR
member communications
RAD
radio airtime and production costs
CTB
campaign consultants
contribution(explain nonmonetary)"
MTG
meetings and appearances
RFD
returned contributions
CVC
civic donations
OFC
PET
office expenses
petition circulating
SAL
campaign workers'salaries
FIL
candidate filing/ballot fees
PHO
phone banks
TEL
t.v.or cable airtime and production costs
FND
fundraising events
POL
polling and survey research
TRC
TRS
candidate travel, lodging,and meals
staff/spouse travel, lodging,and meals
IND
LEG
independent expenditure supporting/opposing others(explain)'
legal defense
POS
postage,delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LIT
campaign literature and mailings
PRO
PRT
professional services(legal,accounting)
VOT
voter registration
print ads
WEB
information technology costs(internet,e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE,ALSO ENTER I.D.NUMBER) CODE OR DESCRIPTION OF PAYMENT
Xanthus Strategies Domain registration and WEB development
Xanthus Strategies WEB development
*Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$
Schedule E Summary
1. Itemized payments made this period. (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).)............................................................................. $
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $
AMOUNT PAID
18,690.19
6,231.28
24,921.47
24,921.47
24,921.47
FPPC Form 460(Jan/2016)
FPPC Advice:advice @fppc.ca.gov(866/275-3772)
www.fppc.ca.gov
Schedule F Amounts may be rounded
Accrued Expenses (Unpaid Bills) to whole dollars.
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Silicon Valley Taxpayers Association PAC
;*410•11R•:81
Statement covers period CALIFORIIIA '
•
from 7/1/2016 FORM
through 12/31/2016 Page 6 of 6
I.D.NUMBER
1347578
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
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
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)
NAMEAND ADDRESS OF CREDITOR
CODE OR
(
OUTSTAA NDING
(
AMOUNT IN NCURRED
(c)
AMOUNT PAID
(
OUTSTANDING
(IF COMMITTEE,ALSO ENTER I.D.NUMBER)
DESCRIPTION OF PAYMENT
BALANCE BEGINNING
THIS PERIOD
THIS PERIOD
BALANCE AT CLOSE
OF THIS PERIOD
(ALSO REPORT ON E)
OF THIS PERIOD
The Sutton Law Firm
150 Post Street, Suite 405
PRO
11,036.75
0.00
0.00
11,036.75
San Francisco, CA 94108-4716
"Payments that are contributions or independent expenditures must also be SUBTOTALS $ $ $ $
summarized on Schedule D. 1 1,036.75 0.00 0.00 11,036.75
Schedule F Summary
1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for
accrued expenses of$100 or more, plus total uniterrized accrued expenses under$100.)..............................................INCURRED TOTALS $
2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on
accrued expenses of$100 or more, plus total unitemized payments on accrued expenses under$100.)...................................PAID TOTALS $
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
on the Summa Page, Column A, Line 9. NET$ 0.00
Summary g )................................................................................................................................................................................... May be a negative number
FPPC Form 460(Jan/2016)
FPPC Advice:advice @fppc.ca.gov(866/275-3772)
www.fppc.ca.gov