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Instructions for <br />Schedule H <br />Loans Made to Others <br />All loans made or outstanding are reported on <br />Schedule H. <br />Generally, campaign funds may be used to make <br />loans to other candidates, officeholders, or <br />committees (unless otherwise prohibited) and to <br />bona fide charitable, educational, civic, religious, or <br />similar tax-exempt nonprofiitorganizations. There <br />are restrictions on loans to any other person, <br />including a candidate who controls the committee, <br />or to a nonprofit organization that is affiliated with a <br />candidate, the treasurer, or other committee officials. <br />For each loan of $100 or more that was made or was <br />outstanding during the reporting period, disclose the <br />recipient's name and address and, if an individual, <br />his/her occupation and employer or, if self employed, <br />the name of the business. <br />Column (a) — Enter the outstanding loan balance at <br />the beginning of this period (column (d) of last <br />report.) If the loan was made this period, this <br />column will be blank. <br />Column (b) — Enter the amount loaned to the <br />recipient during this reporting period. If this loan was <br />made in a previous reporting period, leave blank. <br />Column (c)—Enter the amount of any reduction of <br />the loan during this reporting period. Check whether <br />the loan was paid or forgiven. If the committee <br />forgives a loan, also report the transaction on <br />Schedule E. <br />Column (d) — Enter the outstanding balance of the <br />loan(s) at the close of this reporting period. Enter <br />the due date, if any. <br />Column (e) — Enter the interest rate and amount of <br />interest received on the loan(s) during this reporting <br />period. Interest received is reported separately from <br />payments received on the loan principal. Interest <br />payments are also transferred to the Schedule I <br />Summary. <br />Column (f) — Enter the original amount of the loan <br />and date made. If this is the first time you are <br />reporting the loan, this will be the same amount <br />reported in Column (b). <br />Column (g) — For each loan made during this <br />reporting period that is a contribution,* enter the <br />cumulative amount of contributions (loans, monetary <br />and nonmonetary contributions) made to the <br />recipient during the calendar year covered by the <br />statement. If the recipient is a candidate subject to <br />state contribution limits, or the information is <br />required by local ordinance, also enter the total <br />amount contributed to the candidate in connection <br />with each limitation cycle and identify the election <br />year. (For contributions to state candidates, see the <br />Schedule D instructions.) <br />Schedule H Summary: <br />The Schedule H Summary reflects the "net change" <br />in the committee's loan activity. That is, repayments <br />received are subtracted from new loans made. <br />When the repayment number is larger than the <br />amount of the new loans made, Line 3 will be a <br />negative figure. For example, if $200 is received by <br />the committee during the period and only $100 is <br />made in new loans, report the net change on Line 3 <br />as "-$100" or "($100)." Be sure to carry this figure to <br />the Summary Page as a negative figure to be <br />subtracted from Summary Page totals. <br />Refer to the FPPC Campaign Disclosure Manual for <br />your type of committee for important information <br />about recordkeeping, prohibitions on cash <br />contributions, loan restrictions, and more. <br />*Loans that are contributions to candidates or other <br />committees must also be reported on Schedule D. <br />FPPC Form460(Januaryl05) <br />FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275.3772) <br />