Operating Engineers CALIFORNIA-NEVADA CONFERENCE LM2 057-487 (8/1/2004-7/31/2005)
 
U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 11-30-2006
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

 
This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440..
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only 1. FILE NUMBER
057-487
2. PERIOD COVERED
From 8/1/2004
Through 7/31/2005
3. (a) AMENDED - Is this an amended report:
 		 No
  (b) HARDSHIP - Filed under the hardship procedures:
 		 No
  (c) TERMINAL - This is a terminal report: No
4. AFFILIATION OR ORGANIZATION NAME
ENGINEERS, OPERATING, AFL-CIO
 
5. DESIGNATION (Local, Lodge, etc.)
CONFERENCE
 		 6. DESIGNATION NBR

 
7. UNIT NAME (if any)
CALIFORNIA-NEVADA
 
8. MAILING ADDRESS (Type or print in capital letters)
First Name
DENNIS
 		 Last Name
BONNIFIELD
 
P.O Box - Building and Room Number

 
Number and Street
1787 TRIBUTE ROAD, SUITE A
City
SACRAMENTO
State
CA		 ZIP Code + 4
95815


9. Are your organization's records kept at its mailing address?


 		 Yes

 
Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
26. SIGNED: Jerry L Kalmar PRESIDENT 27. SIGNED: James J McLaughlin TREASURER
Date: Nov 03, 2005 Contact Info:   Date: Nov 03, 2005 Contact Info:  
Form LM-2 (Revised 2003)

 
ITEMS 10 THROUGH 21 FILE NUMBER: 057-487
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries? No
11. During the reporting period did the labor organization have a Political Action Committee (PAC) fund? Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative? Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.) No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds? $75,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale? Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period? No
17. Did the labor organization have any contingent liabilities at the end of the reporting period? No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions? No
19. What is the date of the labor organization's next regular election of officers? 7/2006
20. How many members did the labor organization have at the end of the reporting period? 87,134
21. What ar the labor organization's rates of dues and fees?
 
Rates of Dues and Fees
Dues/Fees Amount   Unit Minimum Maximum
(a) Regular Dues/Fees See Item 69 per See Item 69    
(b) Working Dues/Fees   per      
(c) Initiation Fees   per      
(d) Transfer Fees   per      
(e) Work Permits   per      

 
Form LM-2 (Revised 2003)

 
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 057-487

 
ASSETS
 
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash   $437,180 $462,268
23. Accounts Receivable 1 $0 $14,035
24. Loans Receivable 2 $0 $0
25. U.S. Treasury Securities   $0 $0
26. Investments 5 $0 $0
27. Fixed Assets 6 $2,265 $26,294
28. Other Assets 7 $2,785 $2,784
29. TOTAL ASSETS   $442,230 $505,381

 
LIABILITIES
 
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable 8 $0 $9,438
31. Loans Payable 9 $0 $0
32. Mortgages Payable   $0 $0
33. Other Liabilities 10 $0 $23,388
34. TOTAL LIABILITIES   $0 $32,826
   
35. NET ASSETS $442,230 $472,555
Form LM-2 (Revised 2003)

 
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 057-487

 
CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $0
37. Per Capita Tax   $507,000
38. Fees, Fines, Assessments, Work Permits   $0
39. Sale of Supplies   $0
40. Interest   $7,280
41. Dividends   $0
42. Rents   $0
43. Sale of Investments and Fixed Assets 3 $0
44. Loans Obtained 9 $0
45. Repayments of Loans Made 2 $0
46. On Behalf of Affiliates for Transmittal to Them   $4,273,380
47. From Members for Disbursement on Their Behalf   $0
48. Other Receipts 14 $577,285
49. TOTAL RECEIPTS   $5,364,945
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $206,324
51. Political Activities and Lobbying 16 $204,703
52. Contributions, Gifts, and Grants 17 $43,189
53. General Overhead 18 $503,200
54. Union Administration 19 $12,047
55. Benefits 20 $92,925
56. Per Capita Tax   $1,458
57. Strike Benefits   $0
58. Fees, Fines, Assessments, etc.   $0
59. Supplies for Resale   $0
60. Purchase of Investments and Fixed Assets 4 $25,014
61. Loans Made 2 $0
62. Repayment of Loans Obtained 9 $0
63. To Affiliates of Funds Collected on Their Behalf   $4,251,314
64. On Behalf of Individual Members   $0
65. Direct Taxes   $1,005
  
66. Subtotal   $5,341,179
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $3,843    
  67b. Less Total Disbursed $2,521    
  67c. Total Withheld But Not Disbursed   $1,322
68. TOTAL DISBURSEMENTS   $5,339,857
Form LM-2 (Revised 2003)

 
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 057-487

 
Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Totals from all other accounts receivable $4,951     $0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B)) $14,035 $0 $0 $0
IUOE LOCAL 39 $9,084 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 057-487

 
There was no data found for this schedule.

 
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 057-487

 
There was no data found for this schedule.

 
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 057-487

 
Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines $25,014 $25,014 $25,014
AUTOMOBILE $25,014 $25,014 $25,014
  14. Less Reinvestments $0
(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $25,014
Form LM-2 (Revised 2003)

 
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 057-487

 
There was no data found for this schedule.

 
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 057-487

 
Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. Land (give location) $0   $0 $0
3. Buildings (give location) $0 $0 $0 $0
5. Automobiles and Other Vehicles $25,014 $417 $24,597 $24,597
6. Office Furniture and Equipment $11,141 $9,444 $1,697 $1,697
7. Other Fixed Assets $0 $0 $0 $0
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B)) $36,155 $9,861 $26,294 $26,294
Form LM-2 (Revised 2003)

 
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 057-487

 
Description
(A) 		Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B)) $2,784
RENTAL DEPOSIT $2,784
Form LM-2 (Revised 2003)

 
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 057-487

 
Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
 		 Liquidated Account
(E)
Total from all other accounts payable $9,438 $0 $0 $0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D)) $9,438 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 057-487

 
There was no data found for this schedule.

 
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 057-487

 
Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $23,388
DUE TO AFFILIATES $22,066
PAYROLL WITHHOLDINGS PAYABLE $1,322
Form LM-2 (Revised 2003)

 
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 057-487

 
  (A)
Name		 (B)
Title		 (C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		JERRY     KALMAR
PRESIDENT
C		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		WILLIAM     WAGGONER
VICE PRESIDENT
C		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		DON     MEAR
SEC. TREASURER
P		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		JIM     MCLAUGHLIN
TRUSTEE
P		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		VAWTER     DALE
TRUSTEE
P		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		JOHN     BONILLA
TRUSTEE
C		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		KARL     GOFF
TRUSTEE
N		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		STEVE     BILLY
TRUSTEE
N		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
A
B
C 		JIM     MCLAUGHLIN
SEC/TREAS
N		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		% Schedule 17
Contributions 		% Schedule 18
General Overhead 		% Schedule 19
Administration 		%
Total Officer Disbursements $0 $0 $0 $0 $0
Less Deductions          
Net Disbursements         $0
Form LM-2 (Revised 2003)

 
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 057-487

 
  (A)
Name		 (B)
Title		 (C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		TIM     CREMINS
DIRECTOR
IUOE LOCAL 3		 $225 $0 $50,529 $0 $50,754
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		65 % Schedule 19
Administration 		%
A
B
C 		LEAH     CARPER
CLERICAL
NOT APPLICABLE		 $11,459 $0 $0 $0 $11,459
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		65 % Schedule 19
Administration 		%
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $19,576 $0 $11,725 $0 $31,301
I Schedule 15
Representational Activities 		% Schedule 16
Political Activities and Lobbying 		35 % Schedule 17
Contributions 		% Schedule 18
General Overhead 		65 % Schedule 19
Administration 		%
Total Employee Disbursements $31,260 $0 $62,254 $0 $93,514
Less Deductions         $3,843
Net Disbursements         $89,671
Form LM-2 (Revised 2003)

 
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 057-487

 
Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members 87,134  
Agency Fee Payers* 3,502  
Total Members/Fee Payers 90,636  
*Agency Fee Payers are not considered members of the labor organization.
IUOE LOCALS 3,12,39 AND 501 87,134 Yes
Form LM-2 (Revised 2003)

 
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 057-487

 
SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $549,082
2. Named Payer Non-itemized Receipts $0
3. All Other Receipts $28,203
4. Total Receipts $577,285
     
     
 
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements $5,000
2. Named Payee Non-itemized Disbursements $0
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $38,189
6. Total Disbursements $43,189
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $124,857
2. Named Payee Non-itemized Disbursements $53,622
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $27,845
6. Total Disbursements $206,324
 
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $253,231
2. Named Payee Non-itemized Disbursements $117,121
3. To Officers $0
4. To Employees $60,784
5. All Other Disbursements $72,064
6. Total Disbursements $503,200
     
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $40,000
2. Named Payee Non-itemized Disbursements $53,284
3. To Officers $0
4. To Employees $32,730
5. All Other Disbursements $78,689
6. Total Disbursement $204,703
 
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $0
4. To Employees $0
5. All Other Disbursements $12,047
6. Total Disbursements $12,047
Form LM-2 (Revised 2003)

 
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 057-487

 
Name and Address
(A)
OPERATING ENGINEERS LOCAL 12

150 EAST CORSON STREET
PASADENA
CA
91103
Type or Classification
(B)
REIMBURSED EXPENSES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $116,474
Total Non-Itemized Transactions  
Total of All Transactions $116,474
REIMBURSED ADMINISTRATION 08/10/2004 $12,038
REIMBURSED ADMINISTRATION 09/22/2004 $10,118
REIMBURSED ADMINISTRATION 09/22/2004 $14,370
REIMBURSED ADMINISTRATION 10/12/2004 $8,689
REIMBURSED ADMINISTRATION 11/15/2004 $7,592
REIMBURSED ADMINISTRATION 12/07/2004 $9,717
REIMBURSED ADMINISTRATION 02/07/2005 $9,301
REIMBURSED ADMINISTRATION 03/10/2005 $8,983
REIMBURSED ADMINISTRATION 04/11/2005 $7,677
REIMBURSED ADMINISTRATION 05/10/2005 $5,665
REIMBURSED ADMINISTRATION 06/08/2005 $10,530
REIMBURSED ADMINISTRATION 07/08/2005 $11,794
Name and Address
(A)
OPERATING ENGINEERS LOCAL 3

1620 SOUTH LOOP ROAD
ALAMEDA
CA
94502
Type or Classification
(B)
REIMBURSED EXPENSES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $152,913
Total Non-Itemized Transactions  
Total of All Transactions $152,913
REIMBURSED ADMINISTRATION 08/02/2004 $10,785
REIMBURSED ADMINISTRATION 08/10/2004 $14,730
REIMBURSED ADMINISTRATION 09/09/2004 $17,035
REIMBURSED ADMINISTRATION 10/12/2004 $10,112
REIMBURSED ADMINISTRATION 11/15/2004 $8,849
REIMBURSED ADMINISTRATION 12/07/2004 $11,426
REIMBURSED ADMINISTRATION 01/11/2005 $13,857
REIMBURSED ADMINISTRATION 02/07/2005 $11,465
REIMBURSED ADMINISTRATION 03/10/2005 $11,312
REIMBURSED ADMINISTRATION 04/11/2005 $9,704
REIMBURSED ADMINISTRATION 05/10/2005 $7,123
REIMBURSED ADMINISTRATION 06/08/2005 $12,573
REIMBURSED ADMINISTRATION 07/08/2005 $13,942
Name and Address
(A)
STATIONARY ENGINEERS LOCAL 39

337 VALENCIA STREET
SAN FRANCISCO
CA
94103
Type or Classification
(B)
REIMBURSED EXPENSES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $165,173
Total Non-Itemized Transactions  
Total of All Transactions $165,173
REIMBURSED ADMINISTRATION 08/10/2004 $14,161
REIMBURSED ADMINISTRATION 09/09/2004 $20,455
REIMBURSED ADMINISTRATION 10/12/2004 $12,426
REIMBURSED ADMINISTRATION 11/15/2004 $10,877
REIMBURSED ADMINISTRATION 12/07/2004 $13,733
REIMBURSED ADMINISTRATION 01/11/2005 $16,112
REIMBURSED ADMINISTRATION 02/07/2005 $12,241
REIMBURSED ADMINISTRATION 06/08/2005 $15,240
REIMBURSED ADMINISTRATION 06/09/2005 $49,928
Name and Address
(A)
OPERATING ENGINEERS LOCAL 501

2405 W 3RD STREET
LOS ANGELES
CA
90057
Type or Classification
(B)
REIMBURSED EXPENSES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $114,522
Total Non-Itemized Transactions  
Total of All Transactions $114,522
REIMBURSED ADMINISTRATION 08/10/2004 $9,906
REIMBURSED ADMINISTRATION 09/09/2004 $14,088
REIMBURSED ADMINISTRATION 10/12/2004 $8,622
REIMBURSED ADMINISTRATION 11/15/2004 $7,477
REIMBURSED ADMINISTRATION 12/07/2004 $9,544
REIMBURSED ADMINISTRATION 01/11/2005 $11,161
REIMBURSED ADMINISTRATION 02/07/2005 $8,954
REIMBURSED ADMINISTRATION 03/10/2005 $8,944
REIMBURSED ADMINISTRATION 04/11/2005 $7,596
REIMBURSED ADMINISTRATION 05/10/2005 $5,671
REIMBURSED ADMINISTRATION 06/08/2005 $10,638
REIMBURSED ADMINISTRATION 07/08/2005 $11,921
Form LM-2 (Revised 2003)

 
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 057-487

 
Name and Address
(A)
SOUTHWEST AIRLINES
P.O. BOX 36647-1CR

DALLAS
TX
75235-1647
Type or Classification
(B)
TRANSPORTATION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,906
Total of All Transactions $7,906
Name and Address
(A)
OPERATING ENGINEERS LOCAL 501

2405 W 3RD STREET
LOS ANGELES
CA
90057
Type or Classification
(B)
REIMBURSED PAYROLL
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $96,199
Total Non-Itemized Transactions $3,225
Total of All Transactions $99,424
REIMBURSED PAYROLL 09/01/2004 $13,337
 
REIMBURSED PAYROLL 12/07/2004 $15,194
 
REIMBURSED PAYROLL 01/28/2005 $9,116
 
REIMBURSED PAYROLL 02/01/2005 $7,570
 
REIMBURSED PAYROLL 03/16/2005 $9,699
 
REIMBURSED PAYROLL 04/22/2005 $9,462
 
REIMBURSED PAYROLL 06/08/2005 $9,462
 
REIMBURSED PAYROLL 06/20/2005 $12,915
 
REIMBURSED PAYROLL 07/21/2005 $9,444
 
Name and Address
(A)
STATIONARY ENGINEERS LOCAL 39

337 VALENCIA STREET
SAN FRANCISCO
CA
94103
Type or Classification
(B)
REIMBURSED EXPENSES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,504
Total of All Transactions $7,504
Name and Address
(A)
LEVY, STERN & FORD

3660 WILSHIRE BLVD., #600
LOS ANGELES
CA
90010
Type or Classification
(B)
LEGAL FEES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $28,658
Total Non-Itemized Transactions $19,085
Total of All Transactions $47,743
LEGAL FEES 08/18/2004 $11,714
 
LEGAL FEES 10/15/2004 $6,116
 
LEGAL FEES 11/16/2004 $10,828
 
Name and Address
(A)
Altshuler, Berzon, Nussbam, et al

177 POST STREET, SUITE 300
SAN FRANCISCO
CA
94108
Type or Classification
(B)
LEGAL & FAIR SHARE FEES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $15,902
Total of All Transactions $15,902
Form LM-2 (Revised 2003)

 
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 057-487

 
Name and Address
(A)
CALIFORNIA DEMOCRATIC PARTY

1401 21ST STREET, STE 200
SACRAMENTO
CA
95814
Type or Classification
(B)
POLITICAL CONTRIBUTION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $15,000
Total Non-Itemized Transactions $115
Total of All Transactions $15,115
POLITICAL CONTRIBUTION 06/01/2005 $5,000
POLITICAL CONTRIBUTION 06/28/2005 $10,000
Name and Address
(A)
CA FAMILIES AGAINST PRIVATIZING

1127 - 11TH STREET, STE 346
SACRAMENTO
CA
95814
Type or Classification
(B)
POLITICAL CONTRIBUTION
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $10,000
Total Non-Itemized Transactions  
Total of All Transactions $10,000
POLITICAL CONTRIBUTION 05/06/2005 $10,000