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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