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  • California Major Donor Filing 497 Form

Get California Major Donor Filing 497 Form

Expenditures that total in the aggregate $1,000 or more to support or oppose a single candidate for elective local office or a single local ballot measure must be reported as 24-hour independent expenditures during the 90 days immediately preceding the election in which the candidate or measure will be voted on. Form 462: New Verification Requirements The principal officer, or in the case of a controlled committee, the candidate or state measure proponent who controls the committee, must verify.

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How to fill out the California Major Donor Filing 497 Form online

Filling out the California Major Donor Filing 497 Form is an essential process for individuals who have made significant contributions in support of candidates or local measures. This guide provides a step-by-step approach to help you complete the form accurately and efficiently online.

Follow the steps to complete the California Major Donor Filing 497 Form.

  1. Click ‘Get Form’ button to obtain the form and open it for editing.
  2. Begin by entering your name in the 'Name of Filer' field. Provide accurate personal information to identify yourself as the contributor.
  3. Fill in the date of your filing in the specified section. Ensure that this date is correct as it reflects your submission timeline.
  4. Assign a unique report number for your filing. This helps in tracking and referencing your submission in future communications.
  5. Identify the candidate or ballot measure you are supporting or opposing. Include relevant details such as district numbers or ballot identifiers as required.
  6. Document each independent expenditure you have made in the 'Independent Expenditures' section. Provide the date, description, and amount related to each expenditure.
  7. Record any contributions you received of $100 or more since your last campaign statement. Include details such as the contributor's name, address, occupation, and employer.
  8. Review all entered information for accuracy. Make necessary corrections before finalizing your filing.
  9. Save your changes and download, print, or share the completed form according to your filing requirements.

Take action now and file your documents online to ensure compliance.

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Major donor and independent expenditure committees that are required to file reports with the Secretary of State must file Form 461 electronically if they make contributions or independent expenditures totaling $25,000 or more in a calendar year. Paper reports are also required.

State committees must file a Form 497 in the following situations: Contributions that total in the aggregate $1,000 or more within the 90-day election cycle that are either: – made to a candidate, officeholder or ballot measure committee; or – received by a candidate, officeholder or ballot measure.

The Form 460 is the comprehensive report that discloses all receipts and expenditures of a committee. The Form 460 includes payments previously reported on forms such as the 24-Hour/10-Day Contribution Report (Form 497).

A candidate may not make a contribution over the $5,500 limit to another candidate in jursidictions subject to the default state contribution limit, with limited exceptions related to recall elections, legal defense funds, and candidate controlled ballot measure committees.

A Form 497 must be filed if: During the 90 days before an election, or on the date of the election, a major donor makes contributions totaling $1,000 or more, to a single candidate or primarily formed ballot measure committee and the candidate or ballot measure is being voted upon in that election.

A candidate may not make a contribution over the $5,500 limit to another candidate in jursidictions subject to the default state contribution limit, with limited exceptions related to recall elections, legal defense funds, and candidate controlled ballot measure committees.

Use this form for: ➢ State and local committees making or receiving contribution(s) that total in the aggregate $1,000 or more in the 90 days before an election. ➢ Committees reporting contributions of $5,000 or more in connection with a state ballot measure.

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