Form 3P Page 3
Federal Election Commission (Revised 01/2003), Page 1
INSTRUCTIONS FOR POST-ELECTION DETAILED SUMMARY PAGE (FEC FORM 3P PAGE 3)
eVersion
FEDERAL ELECTION COMMISSION
Instructions for Post-Election Detailed Summary Page
(FEC FORM 3P, Page 3)
to list each receipt or disbursement re-
quired to be itemized. The total for each
category ("Total This Period" from
Schedule A-P or Schedule B-P) should
then be added to any unitemized receipts
or disbursements for that category, and
entered on the appropriate line of the
Post-Election Detailed Summary Page,
page 3, in Column A.
Instructions for Column B
Fill in the date of the just-ended gen-
eral election. To derive the totals for
Column B first separate the Column A
receipts and disbursements for each cat-
egory by date--those that occurred
through the date of the general election,
and those that occurred after the date of
the general election. Column B will in-
clude those receipts and disbursements
received or made from the beginning of
the reporting period through the date of
the general election, added to the "Elec-
tion Cycle-to-Date" figure from Column
B of the Detailed Summary Page, page
2, of the committee's last report. Col-
umn B will then represent all of the ac-
tivity that occurred during the just-ended
election cycle up through the date of the
general election.
Instructions for Column C
Fill in the date of the day after the
just-ended Presidential election. (For
example, for the 2004 Post-General or
Year-end report, fill in "11/03/04.") Fill
in the last day of the reporting period.
To derive the total for each line, add
those transactions from Column A that
occurred during the period beginning the
day after the general election through the
end of the reporting period. Column C
will then represent those receipts and
disbursements received or made the day
after the general election and through-
out the remainder of the reporting pe-
riod.
Line-by-Line Instructions
LINE 16. Enter total amount of federal
funds received by the committee during
the reporting period. These receipts
must be itemized on Schedule A-P re-
gardless of the amount.
LINE 17(a). Enter the total amount of
contributions (other than loans) from
individuals, partnerships and other per-
sons who are not political committees.
Include unitemized contributions and
those that are required to be itemized on
Schedule A-P. Each contribution made
by a person who has made one or more
contributions during the election cycle
aggregating in excess of $200 must be
itemized on Schedule A-P. The commit-
tee must provide the identification (full
name, mailing address, occupation and
name of employer) of the person, the
date and amount of each contribution
aggregating in excess of $200, the ag-
gregate election cycle-to-date total and
whether the contribution is for a primary,
general or other election.
LINE 17(b). Enter the total amount of
contributions (other than loans) from
political party committees on Line 17(b).
These contributions must be itemized on
Schedule A-P regardless of the amount.
For each contribution, provide the iden-
tification (full name and address) of the
committee, the date and amount of the
contribution, the aggregate election
cycle-to-date total and whether the con-
tribution is for a primary, general or
other election.
LINE 17(c). Enter the total amount of
contributions (other than loans) from
other political committees on Line 17(c).
These contributions must be itemized on
Schedule A-P regardless of the amount.
For each contribution, include the aggre-
gate election cycle-to-date total, and
whether the contribution is for a primary,
general or other election. Do not abbre-
viate committee names.
When to Use This Form
Use this form in lieu of the Detailed
Summary Page and Line Numbers 14
and 15 of the Report of Receipts and
Disbursements for the first report filed
after the completion of the Presidential
election cycle. (The election cycle for
disclosure purposes begins the day after
the general election for a seat or office,
and ends on the day of the next general
election for that seat or office. See 11
CFR 100.3(b).) Thus, if the candidate
participated in the general election, use
this form for the 30-day Post-General
report. If the candidate did not partici-
pate in the general election, but was a
candidate in the just-ended Presidential
election cycle, use this form for the year-
end report covering the end of the Presi-
dential election year.
This form covers activity spanning
two election cycles. There are three
Columns of activity disclosed on the
report. The first column, Column A, is
used to report the total amount of re-
ceipts and disbursements for each cat-
egory of activity during the reporting
period; these figures will include activ-
ity that occurred both before and after
the date of the general election. The sec-
ond column, Column B, discloses the
aggregate election cycle-to-date totals
for each category of activity, incorpo-
rating information from the last report
filed. Finally, Column C is a subset of
Column A but only includes activity that
occurred after the date of the general
election.
If there are no receipts or disburse-
ments for a particular category during a
reporting period or election cycle, enter
"0."
Instructions for Column A
Column A includes the total receipts
and disbursements for each category of
activity during the reporting period. Use
the appropriate Schedules A-P or B-P
Page 2, Federal Election Commission (Revised 01/2003)
INSTRUCTIONS FOR POST-ELECTION DETAILED SUMMARY PAGE (FEC FORM 3P PAGE 3)
eVersion
LINE 17(d). Enter the total amount of
contributions (other than loans) from the
candidate on Line 17(d). If the candi-
date makes one or more contributions
during the election cycle aggregating in
excess of $200, the committee must pro-
vide on Schedule A-P the identification
of the candidate (full name, mailing ad-
dress, occupation and name of em-
ployer), the date and amount of each
contribution aggregating in excess of
$200, and the aggregate election cycle-
to-date totals. If the contribution is de-
rived from funds that were loaned to the
candidate from a lending institution, or
from an advance from the candidate's
brokerage account, credit card or line of
credit, report the loan to the candidate
on Schedule C-P-1.
LINE 17(e). For Columns A, B and C,
add Lines 17(a), 17(b), 17(c) and 17(d)
to derive figures for Line 17(e).
LINE 18. Enter the total amount of
transfers from other authorized commit-
tees of the same candidate. Loans and
loan repayments received from other
authorized committees of the same can-
didate must be included on this line and
not on Line 19(b). These transfers must
be itemized on Schedule A-P, regardless
of the amount. For each transfer, pro-
vide the identification (full name and
mailing address) of the committee, the
date and amount of the transfer and the
aggregate election cycle-to-date total.
LINE 19(a). Enter the total amount of
loans from the candidate (including any
loans to the committee guaranteed by the
candidate) to the committee on Line
19(a). This category includes loans
made to the committee by the candidate
from personal funds and loans from the
candidate (including any loans to the
committee guaranteed by the candidate)
derived from a bank loan to the candi-
date or from an advance on the
candidate's brokerage account, credit
card, home equity line of credit, or other
line of credit which are used for the pur-
pose of influencing the candidate's elec-
tion for federal office. All loans from
the candidate (including any loans to the
committee guaranteed by the candidate)
to the committee must be itemized on
Schedule A-P, regardless of the amount.
For each loan, provide the candidate's
identification (full name, mailing ad-
dress, occupation and name of em-
ployer), the date and amount of the loan
and the aggregate election cycle-to-date
total (see also instructions for Schedule
C-P-1).
LINE 19(b). Enter the total amount of
all other loans received on Line 19(b).
This category includes all other types of
loans. These loans must be itemized on
Schedule A-P, regardless of the amount.
For each loan provide the identification
(full name, mailing address and where
applicable, occupation and name of
employer) of the person making the loan,
the date and amount of the loan, the ag-
gregate election cycle-to-date total and
whether the loan is for a primary, gen-
eral or other election. The committee
must also provide on Schedule C-P-1 the
identification of any endorser or guar-
antor and the amount of the endorsement
or guarantee (see also instructions for
Schedule C-P-1).
LINE 19(c). For Columns A, B and C,
add Lines 19(a) and 19(b) to derive the
figures for Line 19(c).
LINE 20(a). Enter the total amount of
offsets to operating expenditures (in-
cluding refunds, rebates and returns of
deposits) on Line 20(a). For each per-
son who provides rebates, refunds and
other offsets to operating expenditures
aggregating in excess of $200 during the
election cycle, the committee must pro-
vide on Schedule A-P the identification
of the person, the date and amount of
each receipt aggregating in excess of
$200 and the aggregate election cycle-
to-date total.
LINE 20(b). Follow the instructions for
Line 20(a) to report offsets to
fundraising disbursements.
LINE 20(c). Follow the instructions for
Line 20(a) to report offsets to legal and
accounting disbursements.
LINE 20(d). For Columns A, B and C,
add Lines 20(a), 20(b) and 20(c) to de-
rive the figures for Line 20(d).
LINE 21. Enter the total amount of other
receipts (including dividends, interest
and repayments by persons of loans
made by the committee) on Line 21. For
each person who provides any dividends,
interest or other receipts aggregating in
excess of $200 during the election cycle,
the committee must provide on Sched-
ule A-P the identification of the person,
the date and amount of each receipt ag-
gregating in excess of $200 and the ag-
gregate election cycle-to-date totals.
LINE 22. For Columns A, B and C, add
Lines 16, 17(e), 18, 19(c), 20(d) and 21
to derive the figures for Line 22.
LINE 23. Enter the total amount of op-
erating expenditures on Line 23. Ex-
amples of operating expenditures are:
media advertising, newspaper advertis-
ing, salaries, travel, rent and telephones.
For each person who receives payments
for operating expenditures aggregating
in excess of $200 during the election
cycle, the committee must provide on
Schedule B-P the full name and mailing
address, date, amount and purpose of the
expenditure (see also instructions for
Schedule B-P).
LINE 24. Enter the total amount of
transfers to other authorized committees
of the same candidate on Line 24. These
transfers must be itemized on Schedule
B-P, regardless of the amount. For each
transfer, provide the full name and mail-
ing address of the recipient committee,
the date and amount, and state that the
purpose of the disbursement is a "trans-
fer."
LINE 25. Enter the total amount of
fundraising disbursements on Line 25.
For each person who receives payments
for fundraising disbursements aggregat-
ing in excess of $200 during the elec-
tion cycle, the committee must provide
on Schedule B-P the full name and mail-
ing address, date, amount and purpose
of the disbursement.
LINE 26. Enter the total amount of ex-
empt legal and accounting disburse-
ments on Line 26. For each person who
receives payments for exempt legal and
accounting disbursements aggregating
in excess of $200 during the election
cycle, the committee must provide on
Schedule B-P the full name and mailing
address, the date and amount of each
disbursement aggregating in excess of
Federal Election Commission (Revised 01/2003), Page 3
INSTRUCTIONS FOR POST-ELECTION DETAILED SUMMARY PAGE (FEC FORM 3P PAGE 3)
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$200 and the purpose of the disburse-
ment.
LINE 27(a). Enter the total amount of
loan repayments of loans from the can-
didate (including any loans to the com-
mittee guaranteed by the candidate) to
his or her authorized committee on Line
27(a), including loans derived from a
bank loan to the candidate or from an
advance on the candidate's brokerage
account, credit card, home equity line
of credit, or other lines of credit. All loan
repayments must be itemized on Sched-
ule B-P, regardless of the amount. For
each person who receives a loan repay-
ment, provide the full name, mailing
address, date and amount, and state that
the purpose of the disbursement is a
"loan repayment" (see also instructions
for Schedule C-P-1).
LINE 27(b). Enter the total amount of
loan repayments of all other loans on
Line 27(b). (See instructions for Line
27(a) for other reporting requirements.)
LINE 27(c). For Columns A, B and C,
add Lines 27(a) and 27(b) to derive the
figures for Line 27(c).
LINE 28(a). Enter the total amount of
contribution refunds to individuals/per-
sons other than political committees on
Line 20(a). For each person who re-
ceives a refund of a contribution which
was previously itemized on Schedule A-
P, the committee must provide on Sched-
ule B-P the full name, mailing address,
date and amount, and state that the pur-
pose of the disbursement is a "contribu-
tion refund."
LINE 28(b). Enter the total amount of
contribution refunds to political party
committees on Line 28(b). All such re-
funds must be itemized on Schedule B-
P, regardless of the amount. For each
contribution refund, provide the full
name, mailing address, date and amount,
and state that the purpose of the dis-
bursement is a "contribution refund."
LINE 28(c). Enter the total amount of
contribution refunds to other political
committees on Line 28(c). (See instruc-
tions for Line 28(b) for other reporting
requirements.)
LINE 28(d). For Columns A, B and C,
add Lines 28(a), 28(b) and 28(c) to de-
rive the figures for Line 28(d).
LINE 29. Enter the total amount of other
disbursements on Line 29. For each
person who receives any
disbursement(s) not otherwise disclosed
that aggregates in excess of $200 dur-
ing the election cycle, the committee
must provide the full name and address
of each such person, together with the
date, amount and purpose of any such
disbursement.
LINE 30. For Columns A, B and C, add
the totals on Lines 23, 24, 25, 26, 27(c),
28(d) and 29 to derive the figures for
Line 30.
Instructions for Part III
For this report only, substitute Part III
of the Post-Election Detailed Summary
Page, page 3, in lieu of Line 14 of the
Summary Page. Do not complete Line
14 of the Summary Page for this report.
To derive the Columns A, B and C to-
tals for Part III, subtract the totals listed
above in Line 28(d) from those listed for
Line 17(e).
Instructions for Part IV
For this report only, substitute this
part in lieu of Line 15 of the Summary
Page. Do not complete Line 15 of the
Summary Page for this report. To derive
the Columns A, B and C totals for Part
IV, subtract the totals listed above in Line
20(a) from those listed in Line 23.
Instructions for Part V
LINE 31. Enter the total amount of
items on hand to be liquidated on Line
31. This category is comprised of con-
tributions received by the committee in
the form of stocks, bonds, art objects and
other similar items to be liquidated. The
amount of such items on hand at the
close of the reporting period must be
disclosed on Line 31. For additional
information regarding disclosure of
these items, see 11 CFR 104.13(b).