Lobbying reports name $84 in gifts to them in 2024 from 1 source this statement doesn't list
Lobbyist employers' reports to the Secretary of State (Cal-Access) list activity expenses that benefited them in 2024, $50 or more from each of these sources, none named among the statement's gifts or travel: CALIFORNIA-HAWAII STATE CONFERENCE OF THE NAACP $84 (lunch).
What to check
Whether they attended or accepted it: the report is the lobbyist employer's account.
What Schedule D doesn't require (Form 700 instructions): gifts returned within 30 days; free admission and food at an event where they made a speech, from its organizer; up to two tickets to a campaign or 501(c)(3) fundraiser from the organization holding it; informational material; plaques worth less than $250.
Whether it's on the statement under another name.
That the report's beneficiary is this person (matched by name and office).
CALIFORNIA-HAWAII STATE CONFERENCE OF THE NAACP$84
“A gift is reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.”Form 700 (2025/2026), Instructions – Schedule D ✓ quoted from the saved copy · how this rule works
Schedule A-2 · Businesses & trusts (10% or more) 1
ZBUR FAMILY TRUSTtrust
P.O. BOX 942849, SACRAMENTO, CA 94249
Value — · gross income over $100,000
Sources of $10,000+: Karolyn Graham
Holds: 505083012 LOT 42 MB032/045 VISTA LAS PALMAS 1 (PALM SPRINGS, CA 92262) · over $1,000,000 · Property Ownership/Deed of Trust
Schedule C · Income and business positions 1
Source
Income
LATHAM + WATKINS, LLP LAW FIRM · PARTNER (RETIRED) · 555 W. 5TH ST., STE 4000, LOS ANGELES, CA 90013
over $100,000 Other: RETIREMENT BENEFITS
Schedule D · Gifts 15
From
Gifts
Total
California Democratic Party 1830 9th Street, Sacramento, CA, 90017
2024-01-16 · Food & Beverages · $27.03
2024-01-17 · Food & Beverages · $66.55
2024-03-19 · Food & Beverages · $70.74
$164.32
California Environmental Voters · from the PDF 1111 Broadway, Suite 300, Oakland, CA 94607
2024-02-21 · Food & Beverages · $30.26
2024-05-15 · Food & Beverages · $33.43
2024-06-18 · Food & Beverages · $39.90
$103.59
California Jewish Legislative Caucus Leadership Foundation · from the PDF 777 S. Figueroa Street, Suite 4050, Los Angeles, CA 90017
2024-04-03 · Caucus Purim Event · $60.21
2024-08-21 · Food & Beverages · $189.48
2024-09-20 · Food & Beverages · $77.39
$327.08
California Democratic Party 1830 9th Street, Sacramento, CA, 90017
2024-11-06 · Food & Beverages · $199.62
2024-11-07 · Food & Beverages · $164.54
$364.16
California Federation of Teachers · from the PDF 2550 North Hollywood Way, Suite 400, Burbank, CA 95105
2024-01-17 · Food & Beverages · $105.64
$105.64
California Jewish Legislative Caucus Leadership Foundation · from the PDF 777 S. Figueroa Street, Suite 4050, Los Angeles, CA 90017
2024-04-29 · Food & Beverages · $48.45
$48.45
California Latino Legislative Caucus Foundation · from the PDF 777 S. Figueroa Street, Suite 4050, Los Angeles, CA 90017
2024-03-13 · Jacket · $135
2024-08-31 · Shirt · $20.93
$155.93
California LGBTQ Foundation · from the PDF 1017 L Street, #107, Sacramento, CA 95814
2024-08-12 · Framed Caucus Photo · $19.56
2024-06-05 · Pride bandana, pride flag, cowboy hat candle, keychain, candies · $20
2024-02-12 · Caucus pin · $8.30
$47.86
League of California Cities 1400 K Street, Suite 4, Sacramento, CA 95814
2024-04-17 · Food & Beverages · $144.52
$144.52
California New Car Dealers · from the PDF 1517 L Street, Sacramento, CA 95814
2024-03-20 · Food & Beverages · $167.30
$167.30
California LGBTQ Foundation · from the PDF 1017 L Street, #107, Sacramento, CA 95814
2024-01-09 · Food & Beverages · $36.10
$36.10
National Retail Federation · from the PDF 1101 New York Avenue, NW, Suite 1200, Washington, DC 20005
2024-01-14 · NRF Foundation Honors Gala · $250
$250
Robert Rivas for Assembly 2024 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA 95815
2024-01-03 · Food & Beverages · $87.12
2024-01-17 · Personalized Coffee Mug · $19.75
$106.87
Wine Institute · from the PDF 915 L Street, Suite 1190, Sacramento, CA 95814
2024-03-11 · Food & Beverages · $58.32
$58.32
William Morris Endeavor Entertainment, LLC · from the PDF 9601 Wilshire Blvd, Beverly Hills, CA 90210
2024-09-20 · Food & Beverages · $64.49
2024-12-05 · Food & Beverages · $365.59
$430.08
Schedule E · Travel paid by others 3
Paid by
Trip
Amount
California Foundation on the Environment & the Economy · 501(c)(3) 920 11th Street, Sacramento, CA
Berkeley, CA · 2024-06-20 to 2024-06-21 · transportation policy conference and lodging · Gift
$795.74
National Retail Federation 1101 New York Avenue, NW, Suite 1200, Washington, DC 20005
New York City, NY · 2024-01-12 to 2024-01-15 · made a speech / panel · Gift
$3,474.77
California Jewish Legislative Caucus Leadership Foundation · 501(c)(3) 777 S. Figueroa Street, Suite 4050, Los Angeles, CA
Sacramento, CA · 2024-01-10 to 2024-01-11 · Caucus policy retreat and dinner · Gift