Committee header

CALIFORNIA PUBLIC SECURITIES ASSOCIATION - PUBLIC POLICY ISSUES FUND

Active cycles

1999-20002001-20022003-20042005-20062007-20082009-20102011-20122013-20142015-2016

Panel 2 • Finance overview

Committee finance snapshot

Scope: 2007-2008 cycle

Receipt coverage evidence (13 components)

Filing 1344171, amendment 0, F460: 2008-05-18 – 2008-06-30; amount unknown; accepted · whole interval in window
Filing 1344171, amendment 0, A: 2008-05-18 – 2008-06-30; $0.00; accepted · whole interval in window
Filing 1361155, amendment 1, F460: 2008-07-01 – 2008-09-30; amount unknown; accepted · whole interval in window
Filing 1279301, amendment 0, A: 2007-01-01 – 2007-06-30; $58.16; accepted · whole interval in window
Filing 1361155, amendment 1, A: 2008-07-01 – 2008-09-30; $0.00; accepted · whole interval in window
Filing 1308116, amendment 1, A: 2007-07-01 – 2007-12-31; $78.98; accepted · whole interval in window
Filing 1279301, amendment 0, F460: 2007-01-01 – 2007-06-30; amount unknown; accepted · whole interval in window
Filing 1393708, amendment 0, F460: 2008-10-01 – 2008-12-31; amount unknown; accepted · whole interval in window
Filing 1336021, amendment 0, A: 2008-01-01 – 2008-05-17; $67.23; accepted · whole interval in window
Filing 1336021, amendment 0, F460: 2008-01-01 – 2008-05-17; amount unknown; accepted · whole interval in window
Filing 1308116, amendment 1, F460: 2007-07-01 – 2007-12-31; amount unknown; accepted · whole interval in window
Filing 1393708, amendment 0, A: 2008-10-01 – 2008-12-31; $32.24; accepted · whole interval in window
Filing 1334826, amendment 0, F497P2: Receipt date 2008-05-20; $100,000.00; s497_not_received

Large-donor funded, Non-media-led spender, Active in 2007-2008 cycle.

Money over time

Dated receipts only; unitemized reporting intervals are not allocated to dates.

ContributionsExpenditures

Mar 2007Nov 2007Jun 2008Dec 2008

Panel 3 • Money structure snapshot

Money structure snapshot

$5,000+ is the largest bucket at 71.2% of dated attributable receipts.

Dominant category: Operations at 96% of spending.

Donor count

Contributions

Median

$1,567

Average

$3,584

Funding distribution

Panel 5 • Financial evidence

Filings workspace

Filing history and transaction-level evidence moved to a dedicated page.

Contribution bucket	Count	Amount	Share of dated receipts
$5,000+	26	$249,935	71.2%
$1,000 - $4,999	33	$84,931	24.2%
$500 - $999	12	$9,283	2.6%
$100 - $499	27	$7,108	2%

Category	Amount	Share of spent
Operations	$280,300	96%
Consulting	$11,786	4%

Panel 4 • Top donors

Top donors

Donor	Total	Share*	Count	Last
CITIGROUP GLOBAL MARKETS INC.	$58,325	16.6%	6	Dec 31, 2008
MORGAN STANLEY & CO.	$43,142	12.3%	6	Dec 31, 2008
GOLDMAN SACHS & CO.	$41,619	11.8%	6	Dec 31, 2008
LEHMAN BROTHERS	$37,696	10.7%	5	Sep 30, 2008
MERRILL LYNCH & CO.	$37,251	10.6%	6	Dec 31, 2008
BANC OF AMERICA SECURITIES, LLC	$28,427	8.1%	6	Dec 31, 2008
STONE & YOUNGBERG	$22,377	6.4%	5	Dec 31, 2008
BEAR STEARNS & CO.	$22,342	6.4%	4	Jun 30, 2008
UBS SECURITIES LLC	$20,477	5.8%	6	Dec 31, 2008
E.J.DELAROSA & CO., INC.	$10,732	3.1%	5	Dec 31, 2008
PIPER JAFFRAY	$9,547	2.7%	6	Dec 31, 2008
GEORGE K. BAUM & COMPANY	$5,226	1.5%	5	Dec 31, 2008
MORGAN STANLEY D/W INC.	$3,931	1.1%	5	Dec 31, 2008
SIEBERT, BRANDFORD, SHANK & CO., LLC	$2,079	0.6%	4	Dec 31, 2008
WESTHOFF, CONE & HOLMSTEDT	$1,724	0.5%	5	Dec 31, 2008
POLITICAL ACRTION REPOTING DIV. WELLS FARGO BANK	$1,602	0.5%	2	Dec 31, 2007
RBC DAIN RAUSCHER INCORPORATED	$999	0.3%	1	Jun 30, 2007
WEDBUSH MORGAN SECURITIES	$968	0.3%	4	Dec 31, 2008
M.L.STERN & CO., LLC	$721	0.2%	2	Dec 31, 2008
SEIBERT BRANDFORD SHANK & CO., LLC	$509	0.1%	1	Dec 31, 2007
HENDERSON CAPITAL	$411	0.1%	2	Sep 30, 2008
SUTTER SECURITIES INC.	$411	0.1%	3	Dec 31, 2008
CALIFORNIA PUBLIC SECURITIES ASSOCIATION- ISSUES PAC (CAPSA IPAC)	$367	0.1%	1	Jun 30, 2007
NA FIDELITY CAPITAL MARKET	$273	0.1%	1	Dec 31, 2008
POLITICAL ACTION REPORTING DIV. WELLS FARGO BANK	$100	0%	1	May 15, 2008

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* Share is percent of committee total raised in the selected scope. Page rows are a subset and typically do not sum to 100%.