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HomeMy WebLinkAboutMAXWELL SEMIANN13(2)Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200- 84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from 7/1/13 through 12/31/13 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. 0 Officeholder, Candidate Controlled Committee Q State Candidate Election Committee Q Recall (Also Complete Part 5) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee O Political Party /Central Committee ❑ Primarily Formed Ballot Measure Committee Q Controlled Q Sponsored (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1350691 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Maxwell for City Council Ward 2 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS Date of election if appli (Month, Day, Year) Date Stamp 2. Type of Statement: ❑ Preelection Statement Semi - annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Anthony Ansolabehere COVER PAGE CALIFORNIA I • .- Page 1 of 9 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 MAILING ADDRESS NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E -MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. - - Executed on / — v ' By � Date - ign re ol'Treasurer or Assistant Treasurer / ? Executed on ` `/` By Date Signature oTControllinq Offic o , Candidate, State MeasuraPftonent or Responsible Officer of Sponsor Executed on Date Executed on Date By Signature of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Ofceholder, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (86612753772) State of California Type or print In Ink. Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Terry Maxwell OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Bakersfield City Council Ward 2 RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 IPage 2 of 9 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD I DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD [:]SUPPORT ❑ OPPOSE Attach continuation sheets if necessary FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (86612753772) State of California Campaign Disclosure Statement Type or print in ink. Amounts may be rounded Summary Page to whole dollars. Statement covers period from 7/1/13 SUMMARY PAGE Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 5816.05 $ 7. Loans Made .............................. ............................... schedule H, Line 3 0 8. SUBTOTALCASH PAYMENTS ..... ............................... Add Lines 6 + 7 $ 5816.05 $ 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE .... ............................Add Lines 8 + 9 + 10 $ 5816.05 $ Current Cash Statement 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 13. Cash Receipts .................... ............................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ........................... schedule r, Line 4 15. Cash Payments ................... ............................... Column A, Line 8 above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ 7016.05 0 7016.15 0 0 7016.15 7877.27 To calculate Column B, add 7950.00 through 12/31/13 Page 3 of 9 SEE INSTRUCTIONS ON REVERSE report. Some amounts in Column A may be negative 10011.22 figures that should be subtracted from previous NAME OF FILER the first report being filed 0 I.D. NUMBER Maxwell for City Council Ward 2 any). 1350691 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHISPERIOD (FROMATTACHEO SCHEDULES) CALENDAR YEAR TOTALTO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ............ ............................... schedule A, Line 3 $ 7950 $ 7950 0 0 111 through 6/30 7/1 to Date 2. Loans Received ....................... ............................... Schedule s, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 + 2 $ 7950 $ 7950 20. Contributions Received $ $ 4. Nonmonetary Contributions ..... ............................... Schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ......• ..................••AddLines3 +4 $ 7950 $ 7950 Made $ $ Expenditures Made 6. Payments Made ........................ ............................... Schedule E, Line 4 $ 5816.05 $ 7. Loans Made .............................. ............................... schedule H, Line 3 0 8. SUBTOTALCASH PAYMENTS ..... ............................... Add Lines 6 + 7 $ 5816.05 $ 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0 10. Nonmonetary Adjustment ........... ............................... Schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE .... ............................Add Lines 8 + 9 + 10 $ 5816.05 $ Current Cash Statement 12. Beginning Cash Balance ....................... Previous summary Page, Line 16 $ 13. Cash Receipts .................... ............................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ........................... schedule r, Line 4 15. Cash Payments ................... ............................... Column A, Line 8 above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ........................... Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ......... ............................... See instructions on reverse $ 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ 7016.05 0 7016.15 0 0 7016.15 7877.27 To calculate Column B, add 7950.00 amounts in Column A to the corresponding amounts from Column B of your last 0 5816.05 report. Some amounts in Column A may be negative 10011.22 figures that should be subtracted from previous period amounts. If this is the first report being filed 0 for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). C :xpenditure Limit Summary for State :andidates 22. Cumulative Expenditures Made' (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd /yy) -J $ 4mounts in this section may be different from amounts -ported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule A Type or print In ink. SCHEDULE A Monetary Contributions Received Amounts may oe rounaea ry dollars. Statement covers period CALIFORNIA to whole ' from 7/1/13 . • 12/31/13 4 9 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Maxwell for City Council Ward 2 1350691 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR ADDRESS ZIP DE O CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (EET .D.N CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) Richard Schwartz FIND ❑COM Retired 10 -8 -13 ❑ PTY ❑ SCC Lloyd Plank JZIND ❑COM Lloyd Plank Real Estate 10 -11 -13 ❑PTY ❑ SCC Independent Oil Producers Agency ❑IND 10 -10 -13 E] ❑ PTH PTY ❑ SCC Harold Hanson for City Council ❑IND 10 -2 -13 ❑OTH ❑ PTY ❑ SCC Robert Braley ®IND Retired 9 -26 -13 ❑OTH ❑ PTY ❑SCC SUBTOTAL$ 1700 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) ........................................... ............................... 2. Amount received this period — unitemized monetary contributions of less than $100 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ...... .......................... $ .......................... $ ............. TOTAL $ 7950 I 7950 'Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (8661275 -3772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE A (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period . to whole dollars. 7/1/13 - � • from � through 12/31/13 Page 5 of 9 NAME OF FILER I.D. NUMBER Maxwell for City Council Ward 2 1350691 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR RALSAND ZIP DE O CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PERELECTION RECEIVED (E COMMITTEE, .D.N CODE * OCCUPATION AND EMPLOYER (IF SELF - EMPLOYED, ENTER NAME RECEIVED THIS PERIOD CALENDAR YEAR (JAN. 1 - DEC. 31) TO DATE (IF REQUIRED) OF BUSINESS) Mary K Shell RIND Retired 9 -27 -13 F-1 OTH ❑ PTY ❑ SCC Giumarra Vineyards ❑IND 10 -2 -13 GOTH ❑ PTY ❑ SCC Anil Mehta MD Inc. ❑IND 10 -4 -13 00TH ❑ PTY ❑ SCC WZI Inc ❑ IND 10 -2 -13 ROTH ❑ PTY ❑ SCC Anthony Ansolabehere RIND Assistant Assessor 10 -6 -13 E] OTH ❑ PTY ❑ SCC SUBTOTAL$ 875 'Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 1ASK -FPPC (8661275 -3772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE A (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period . to whole dollars. 7/1/13 ' , from • through 12/31/13 Page 6 of 9 NAME OF FILER I.D. NUMBER Maxwell for City Council Ward 2 1350691 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR RALSAND ZIP DE O CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (E COMMITTEE, I.D.N CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OF BUSINESS) Derrels Mini Storage ❑IND 9 -20 -13 ®OTH ❑ PTY ❑SCC Kern Refuse Disposal Inc. ❑IND 9 -20 -13 00TH ❑ PTY ❑ SCC George Martin V IND Attorney the Law offices 9 -19 -13 ❑OTH ❑ PTY ❑SCC Kern River Partners LLC ❑IND 9 -18 -13 00TH ❑ PTY ❑SCC Tom Carosella VINO Self Employed Real 9 -18 -13 ❑OTH ❑ PTY ❑ SCC SUBTOTAL$ 3000 'Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE A (CONT.) Monetary Contributions Received Amounts may be rounded Statement covers period I CALIFORNIA to whole dollars. 7/1/13 - 460 from e 12/31/13 7 9 through Page of NAME OF FILER I.D. NUMBER Maxwell for City Council Ward 2 1350691 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR RALSAND ZIP DE O CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (E COMMITTEE, I.D.N CODE * (IF SELF - EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) Providence Strategic Consulting Inc ❑IND 9 -16 -13 ®OTH ❑ PTY ❑ SCC Diane Lake V IND Retired 10 -2 -13 ❑OTH ❑ PTY ❑ SCC Wayne Kress OIND Real Estate Broker 9 -29 -13 ❑OTH ❑ PTY ❑ SCC Wheeler Farms ❑IND 9 -16 -13 00TH ❑ PTY ❑ SCC Bidart Brothers ❑IND 9 -16 -13 IaOTH ❑ PTY ❑ SCC SUBTOTAL$ 2375 'Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (866/275 -3772) Schedule E Payments Made Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 7/1/13 SEE INSTRUCTIONS ON REVERSE through 12/31/13 Page 8 of 9 NAME OF FILER I.D. NUMBER Maxwell for City Council Ward 2 1350691 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment CMP campaign paraphernalia /misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)' OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Brian Todd US Postmaster POS 138 TL Maxwell Restaurant and Bar FND 2060 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 3698 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) ............................................................................... ............................... $ 2. Unitemized payments made this period of under $100 ........................................................................................................... ............................... $ 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column ( e).) ................................................ ............................... $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............................. TOTAL $ 5666.05 150.00 0 5816.05 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866 /ASK -FPPC (8661275 -3772) Schedule E Type or print in ink. (Continuation Sheet) Amounts may be rounded Payments Made to whole dollars. ON REVERSE NAME OF FILER Maxwell for City Council Ward 2 Statement covers period from 7/1/13 through 12/31/13 SCHEDULE E (CONT.) Page 9 of 9 I.D. NUMBER 1350691 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphernalia /misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)" OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing /ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others (explain)' POS postage, delivery and messenger services TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT CamDaion literature and mailinas PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Randal O'Toole FND 1518.05 Kern Citizens for Sustainable Government CVC 450.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1968.05 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 666 /ASK -FPPC (866/275 -3772)