Help for REFS

Schedule A - Monetary Contributions in Excess of $400
 
Schedule A - Monetary Contributions in Excess of $400
 

Select the Schedule Type you want to work with from the drop down list (Schedule A, B, C, or Adjustment Schedule). Select Schedule A from the drop down list.

Schedule A is used to report monetary contributions in excess of $400 or a contribution, which, when added to another contribution from the same contributor (monetary, in-kind, or loans) exceeds $400 in the aggregate for the election. Once a contributor has contributed in excess of $400 in an election, all subsequent monetary contributions in that election from that contributor are disclosed on Schedule A.

Examples:

  1. Assume a contributor gives $250 on two different dates in the 29-day pre-election report period. Since the aggregate contributions exceeded $400, the contributions must be reported on Schedule A of the 29-day preelection report.
  2. Assume a contributor gives $275 on a date within the 29-day pre-election period and a second $250 contribution on a date within the 11-day pre-election report period. The first $275 contribution should be included as part of the lump sum amount in Table I, Line 1 on the 29-day pre-election. Since the second $250 contribution during the 11-day report period resulted in aggregate contributions from the contributor of $525, that second contribution must be reported on Schedule A of the 11-day pre-election report.

Monetary contributions and loans totaling $400 or less in the aggregate from a contributor, do not have to be reported on Schedule A, but the sum total of all such contributions and loans must be reported as one lump sum on Table I, Line1. However, it is suggested that all contributors, regardless of amount, be entered into the database so that the filer will not have to manually change the amounts automatically calculated in the “Aggregate Amount” field. (See “Aggregate Amount”).

Any dividends or interest received as a result of the deposit or investment of campaign funds must be reported on Schedule A. Enter the date and amount of interest received, enter the name and address of the financial institution providing the dividends and/or interest on the “Contributor Details” screen. If this is not the first reporting of interest from this institution you can click on the drop down list to select the appropriate name which will populate the address information from the previous entry.

Select Contributor Type (Individual or Nonindividual). Note that the default will be set to Individual. Enter the date the contribution was received and the amount of the contribution (no dollar sign).

Click the right arrow button or tab to the “Contributor Details” screen and enter the contributor’s name and address information. Occupation and employer information is required to be reported for each individual whose contribution or aggregate contributions in the election exceed $400. Provide the contributor’s occupation by clicking on the drop down list and selecting an occupation from the list provided. If you cannot find the appropriate occupation after reviewing the list, you may manually enter the occupation. Or, you may select “Other” found at the end of the list. As you enter data into the “Last Name” field any similar contributor name will be retrieved. If you wish to use that name, use the Tab key to populate the “Contributor Details” screen. Be sure to verify that all information is correct for this contribution item. You may also use the drop down list to view similar names. If you choose to select a contributor from the list, Click on the name and hit the Tab key to populate the “Contributor Details” screen. The occupation and employer information will be automatically populated. Again, be sure to verify that all information is correct.

Note: At the bottom of this screen you will find the “Aggregate Amount” field. The aggregate amount of contributions will be automatically calculated for those contributions itemized on Schedules A, B, C, or Adjustment Schedule. Therefore, it is suggested that all contributions be entered into the database. Only contributions in excess of $400 will appear on Schedule A. Contributions not itemized on other schedules will not be included in the aggregate total. If you wish to override the “Aggregate Amount” figure, click or tab to the box and change the total to the correct amount.

If this contribution is from an individual, click or tab to the “Employer Details” screen and enter the employer information (name, address, city, state and zip code).

Click the “Save” button when you are finished with this entry. You can select another schedule to work with or “Close” to work in another area.