Brian W Jones: 2025 Annual (amendment) Form 700

Context Amendments

Amends an earlier statement

This is an amendment. The original stays on file; what changed is in the amendment itself.

What to check

Compare with the original statement for the same year.

Rule: An amended statement

How this rule works

Worth a look Lobbying

Lobbying reports name $4,317.98 in gifts to them in 2025 from 6 sources this statement doesn't list

Lobbyist employers' reports to the Secretary of State (Cal-Access) list activity expenses that benefited them in 2025, $50 or more from each of these sources, none named among the statement's gifts or travel: Association of California Life & Health Insurance Companies $2,869.86 (food, beverage & lodging (speaker exception), golf); NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA $567.70 (golf fees and food and beverage); SIDEPRIZE LLC AND ITS AFFILIATES D/B/A PRIZEPICKS $443.33 (food, beverage & entertainment); California Correctional Peace Officers Association $318.13 (golf club rental, round of golf); and more.

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).

Association of California Life & Health Insurance Companies $2,869.86

2025-10-10 Food, Beverage & Lodging (Speaker Exception) at The Lodge at Torrey Pines $2,471.86 · lobbyist employer report
2025-10-10 Golf at The Lodge at Torrey Pines $398 · lobbyist employer report

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA $567.70

2025-10-10 GOLF FEES AND FOOD AND BEVERAGE at ASSOCIATION OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANIES $567.70 · lobbyist employer report

SIDEPRIZE LLC AND ITS AFFILIATES D/B/A PRIZEPICKS $443.33

2025-03-10 Food, Beverage & Entertainment at Sacramento Kings $443.33 · lobbyist employer report

California Correctional Peace Officers Association $318.13

2025-11-19 Round of Golf at Wailea Golf Club $213.13 (of $1,167.53 for everyone it lists) · lobbyist employer report
2025-11-19 Golf Club Rental at Wailea Golf Club $105 · lobbyist employer report

EDVOICE $67.79

2025-06-17 RECEPTION: FOOD AND BEVERAGE at SMIC'S $67.79 · lobbyist employer report

American Council of Engineering Companies - California $51.17

2025-05-01 Legislative Reception at Tequila Museo Mayahuel $51.17 · lobbyist employer report

Rule: Lobbying gifts not on the statement

“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

From	Gifts	Total
California Tribal Business Alliance · from the PDF 1530 J Street, Ste. 410, Sacramento, CA 95814	2025-10-01 · Golf & Gift card · $630	$630
California Association of Realtors · from the PDF 915 L Street, Ste. 1460, Sacramento, CA	2025-04-29 · Food & Beverage · $72.29	$72.29
California Foundation on the Environment and the Economy · from the PDF 920 11th Street, Sacramento, CA	2025-02-25 · Food & Beverage · $91.91 2025-02-25 · Notebook · $32.60	$124.51
Ed Voice · from the PDF 1107 9th Street, Ste. 300, Sacramento, CA	2025-06-17 · Food & Beverage · $67.79	$67.79

Brian W Jones: 2025 Annual (amendment) statement

Findings

Amends an earlier statement

Lobbying reports name $4,317.98 in gifts to them in 2025 from 6 sources this statement doesn't list

Schedule D · Gifts 4

Schedule E · Travel paid by others 1