HomeMy WebLinkAboutBERTRAM PREELECT10(2)Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200-84216.5)
Type or print in ink.
Statement covers period I Date of election if
from 10/01/10 (Month, Day,
SEE INSTRUCTIONS ON REVERSE I through 10/16/10
1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4.
® Officeholder, Candidate Controlled Committee ❑
0 State Candidate Election Committee
Q Recall
(Also Complete Part 5)
❑ General Purpose Committee
Q Sponsored
Q Small Contributor Committee
Q Political Party/Central Committee
3. Committee Information
COMMITTEE NAME (OR CANDIDATE'S NAME IF NI
Martin Bertram for City Council 2010
Ballot Measure Committee
Q Primarily Formed
Q Controlled
Q Sponsored
(Also Complete Part 6)
❑ Primarily Formed Candidate/
Officeholder Committee
(Also Complete Part n
Date Stamp
COVER PAGE
CT ? j',:1 : 4. 4
November 2, 2010 f ' ` -
2. Type of Statement:
® Preelection Statement
❑ Semi-annual Statement
❑ Termination Statement
❑ Amendment (Explain below)
Page of Atd
For Official Use Only
❑ Quarterly Statement
❑ Special Odd-Year Report
❑ Supplemental Preelection
Statement - Attach Form 495
I.D. NUMBER Treasurer(s)
1329622
NAME OF TREASURER
Tom Nelson
MAILING ADDRESS
STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
CITY
STATE
ZIP CODE AREA CODE/PHONE
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
OPTIONAL: FAX / E-MAIL ADDRESS
OPTIONAL: FAX J 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
certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Executed on
Date
Executed on
Date
Executed on
Date
Executed on
late
By
By
By
Signehse d CoraroAirg Officeholder, CandWate, Stele Measure Proponent
By FPPC Forth 460
Sgnahxe of Controling Officehdder, Carxlidate, State Measure Proponent (June/01)
FPPC Toll-Free Helpline: 86WASK-FPPC
State of California
Recipient Committee
Campaign Statement
Cover Page - Part 2
5. Officeholder or Candidate Controlled Committee
Type or print in ink.
NAME OF OFFICEHOLDER OR CANDIDATE
Martin Bertram
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Seeking City Council, Bakersfield, 7th Ward
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 STREET ADDRESS (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 Attach continuation sheets if necessary
6. Ballot Measure Committee
COVER PAGE - PART 2
Page ot'-
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER I JURISDICTION I E] SUPPORT
❑ OPPOSE
Identify the controlling officeholder, candidate, or state measure proponent, if any.
NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT
OFFICE SOUGHT OR HELD
DISTRICT NO. IF ANY
7. Primarily Formed 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
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 6661ASK-FPPC
State of California
Campaign Disclosure Statement Type or print in ink.
Amounts may be rounded
Summary Page to whole dollars.
Statement covers period
from 10/01/10
SUMMARY PAGE
10/16/10
Page of
through
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Martin Bertram for City Council 2010
1329622
Column A
Column B
Calendar Year Summary for Candidates
Contributions Received
TOTALTHISPERIOD
CALENDAR YEAR
TOTALTOUATE
Running in Both the State Primary and
(FROM ATTACHED SCHEDULES)
General Elections
1. Monetary Contributions Schedule A. Line 3
$
3,975
10,241
$
0
0
1/1 through 6/30 7i1 to Date
2. Loans Received Schedule B, Line 3
3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2
$
3,975
$ 10,241
20. Contributions
Received $ $
4. Nonmonetary Contributions Schedule C. Line 3
0
0
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED AddLines 3+4
$
3,975
$ 10,241
Made $ $
Expenditures Made
Expenditure Limit Summary for State
6. Payments Made Schedule E, Line 4
$
28,350.76
$ 29,555.76
Candidates
7. Loans Made Schedule H, Line 3
0
28
350
76
76
29
555
22. Cumulative Expenditures Made"
dt
Li
8. SUBTOTAL CASH PAYMENTS Add Lines 6+7
$
,
.
,
.
$
)
n
(K Subject to Voluntary Expendnure
9. Accrued Expenses (Unpaid Bills) Schedule F Line 3
0
0
Date of Election Total to Date
10. Nonmonetary Adjustment Schedule C. Line 3
0
0
(mm/ddtyy)
11. TOTAL EXPENDITURES MADE AddLines 8+9+10
$
28,350.76
$ 29,555.76
$
Current Cash Statement
-J-~ $
12. Beginning Cash Balance Previous Summary Page, Line 16
$
5,061
To calculate Column B, add
$
13. Cash Receipts Column A, Line 3 above
3,975
amounts in Column A to the
0
corresponding amounts
14. Miscellaneous Increases to Cash Schedule 1, Line 4
from Column B of your last
-~J $
15. Cash Payments Column A, Line 6 above
28,350.76
report. Some amounts in
Column A may be negative
J~ $
16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15
$
(-19,314.76)
figures that should be
subtracted from previous
U this is a termination statement, Line 16 must be zero.
period amounts. If this is
$
d
h
fi
t
b
i
f
l
i
rs
report
e
ng
e
t
e
17. LOAN GUARANTEES RECEIVED Schedule B. Part 2
$
0
for this calendar year, only
carry over the amounts
'Since January 1, 2001. Amounts in this section may be
B
7, and 9 (if
Lines 2
r
m
different from amounts reported in Column
.
Cash Equivalents and Outstanding Debts
,
a
n
y)'
18. Cash Equivalents See instructions on reverse
$
o
19. Outstanding Debts Add Line 2 + Line 9 in Column B above
$
o
FPPC Forst 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule A Type or print in ink. SCHEDULE A
Monetary Contributions Received Amounts may be rounded
h
n/ t
l
d
ll
Statement covers period
CALIFORNIA
ars.
o w
o
e
o
460
10/01/10
from
FORM
through 10/16/10
page of
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Martin Bertram for City Council 2010
1329622
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
ZI
DE O
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVED THIS
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TO DATE
RECEIVED
NUMBER)
ALSO ENTER
CODE *
OF SELF-EMPLOYED, ENTER NAME
PERIOD
(JAN, 1 -DEC. 31)
(IF REQUIRED)
OF BUSINESS)
10/01/10
Derrel's Mini Storage Inc.
❑IND
❑ COM
$500
®OTH
❑ PTY
❑SCC
10/11/10
Shannon Grove
®❑cOM
Continental Labor and
$500
❑ PTY
❑ SCC
10/14/10
JET Building Account
p❑COM
$500
®OTH
❑ PTY
❑ SCC
10/14/10
Sturgeon Services International Inc.
❑❑COM
$2,000
®OTH
❑ PTY
❑ SCC
10/15/10
Karen Norton
®❑CIND OM
Financial Consultant
$125
❑OTH
Charles Schwab
❑ PTY
❑ SCC
SUBTOTAL$ 3,625
Schedule A Summary
1. Amount received this period - contributions of $100 or more.
(Include all Schedule A subtotals.) $
2. Amount received this period - unitemized 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 $
3,975
3,975
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE A (CONT.)
Monetary Contributions Received Amounts may be rounded
Statement covers period
CALIFORNIA
to whole dollars.
10/01/10
FORM ,
from
10/16/10
through
Page J of
NAME OF FILER
I.D. NUMBER
Martin Bertram for City Council 2010
1329622
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
ZI
DE O
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVED THIS
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TO DATE
RECEIVED
NUMBER)
ALSO ENTER
CODE *
(IF SELF-EMPLOYED. ENTER NAME
PERIOD
(JAN.1-DEC. 31)
(IF REQUIRED)
OF BUSINESS)
10/16/10
Jasvender Singh Grewal
g]EIIND
$100
❑OTH
❑PTY
❑SCC
10/19/10
Harley F. Pinson
DIoM
Attorney of counsel to
$250
❑OTH
Klein, Denotak, Goldner
❑ PTY
❑SCC
❑IND
❑COM
®OTH
❑ PTY
❑ SCC
❑IND
❑COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑OTH
❑ PTY
❑SCC
SUBTOTAL$ 350
'Contributor Codes
IND - Individuai
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
NAME OF FILER
Martin Bertram for City Council 2010
Statement covers period
from 10/01/10
through
10/16/10
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
Page of
I.D. NUMBER
1329622
CW
campaign paraphernalia/misc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MfG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)'
OFC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
FIT
petition circulating
TB_
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
FU
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
UT
campaign literature and mailings
PRT
print ads
VVEB
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
AMOUNT PAID
(IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT
I
Western Pacific Research, Inc.
CNS $7,843.07
Western Pacific Research, Inc.
CNS $20,432.69
City of Bakersfield
for Wilson Park CVS $75
` Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 28,350.76
Schedule E Summary
1. Payments made this period of $100 or more. (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 $
28,350.76
0
0
28,350.76
FPPC Form 460 (June/01)
FPPC Toll-Free Helpline: 866/ASK-FPPC
Oct 21 10 10:51a 2 # P.1
FAX
To: Bakersfield City Clerk - Elections office From:Taxpayers for Pension Reform 2010 -
Attent: Yes on Measure D
Fax:661-323-3780 Re: Pre Election statement
Phone: Pages:
Date:
Urgent (XI Please Reply C] For Review
October 21, 2010
8:35 PM
I have faxed the Pre Election statement for Taxpayers for Pension Reform 2010 - Yes on
Measure D and Martin Bertram for City Council 2010
As per the campaign disclosure manual Chapter 5 -3, the original will be delivered in the
morning. October 22, 2010.
Thank you,
Charles Howe
WPR
,
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