HomeMy WebLinkAboutBERTRAM SEMIANN10(2)Recipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200-84216.5)
SEE INSTRUCTIONS ON REVERSE
Type or print in ink
Date Stamp
Statement covers period Date of election if applicable:
from J 41 (Month. Day. Year)
JAN 3 I PM S: 24
through
1. Type of Recipient Committee: AN committees - Complete Parts 1.2, 2,3, end 4.
W Officeholder. Candidate Controlled Committee ❑ Primarily Formed Ballot Measure
is State Candidate Election Committee Committee
O Recall O Controlled
(W-CompfeleftdS) O Sponsored
(Also
comalelePedtsr
❑
Purpose Committee
O Sponsored
O Small Contributor Committee
O Political Party/Central Committee
❑ Primarily Forted Candidate/
Officeholder Committee
(AA- ConwMe Part 7)
3. Committee Information I I.D. NUMBER
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Mari c4r.;ii ; Cr 64y' Cil'j rc~'~ ZJ 10
/
STATE ZIP CODE AREA CODEIPHONE
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
2. Type of Statement:
❑ Preelection Statement
2j Semi-annual Statement
❑ Termination Statement
(Also Me a Form 410 Termination)
❑ Amendment (Explain below)
Pow t of r y
For Official Use Only
❑ Quarterly Statement
❑ Special Odd-Year Report
❑ Supplemental Preelection
Statement - Attach Form 495
Treasurer(s)
NAME OF TREASURER
I o.~ lVp ls~~-,
MAILING ADDRESS
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 penally of perjury under ,the laws of the State of Caldomia that the foregoing is true and correct.
Executed on ~ I A ) ) l 1 By
Dab
Executed on I 1 / f By
Dale
Executed on
Dab
Executed on By Dab S4wa9e0fCw*a" OMwhotder, Cadddab, Sole Memm PrWww d FPPC Fort 460 (.Ianunryl06)
FPPC Toa-Free Help4m: 666/ASK-FPPC (6661276-3772)
State of Calffomia
BY Signa►aeammkoingo"W okkN.Canddab,SubMeaweProporwnt
Recipient Committee Type or print in ink. COVER PAGE -PART 2
Campaign Statement
Cover Page - Part 2
y
Page of t y
5. Officeholder or Candidate Controlled Committee
NAME OFF OFFICEHOLDER OR CANDIDATE
Ma,/' lr; Rev'r-)rQI-`
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
(..1 ✓ C Ji','1C- i' MC1LllJC"-% a~ (.~rl ~~~YT►' ~ ~
RESIDEN L/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP
6. Primarily Formed Ballot Measure Committee
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
Related Committees Not included in this Statement: ust any commmees
not inducted in this statement that are conbolbd by you or we primarily formed to receive
contributlans or make expend twos on behalf of yow 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 CODEIPHONE
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
OFFICE SOUGHT OR HELD
DISTRICT NO. IF ANY
7. Primarily Formed Candidate/Officeholder Committee List names of
oficeholder(s) or andidaWs) 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 cont/nuadon sheets if necessary
FPPC Form 660 (January/06)
FPPC To6-Free HNpline: iMASK-FPPC (666WS3772)
Stale of Caflfania
Campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from I D - f }1 ) I0
through / /
l v
NAME OF FILER
r)
o 1 O
Contributions Received
1. Monetary Contributions Schedule A, Line 3
2. Loans Received Schedule e, Line 3
3. SUBTOTAL CASH CONTRIBUTIONS Add Lines I+2
4. Nonmonetary Contributions Schedule C, Line 3
5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 +4
L/ Lev V I I\ 4 l
Cohmrn A
TOTALTMS PERIOD
(FROM AT TACHEDSCHEDIAES)
$ ~7 S
$ Lt7
y -7;L.s
Column B
CALENDAR YEAR
TOTALTO DOTE
$
$ 64-
O
$ ly9~e
Expenditures Made
6. Payments Made Schedule E, Line 4
7. Loans Made Schedule H, Line 3
8. SUBTOTALCASH PAYMENTS Add ones a+7
9. Accrued Expenses (Unpaid Bills) schedule F Line 3
10. Nonmonetary Adjustment schedule c, Line 3
11. TOTAL EXPENDITURES MADE AddUnes8+9+10
$ 19
c7
y~o r~.-~
$ 9)0«.95
Current Cash Statement 1
12. Beginning Cash Balance Previous Summary Page. Line 16 $ -/q ''t 3 ` .
13. Cash Receipts column A, Line 3 above `A -7 15
14. Miscellaneous Increases to Cash Schedule Line 4
15. Cash Payments Column A. Line 6 above 4 6
16. ENDNG CASH BALANCE Add Litres 12 + 13 + 14. 6ren subtract Line 15 $ L C 3~ ,
If this is a termination statement Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED Schedule B, Part 2 $ O
Cash Equivalents and Outstanding Debts
18. Cash Equivalents See inductions on reverse $ Q ) '
19. Outstanding Debts Add Line 2 + Line 9 in Column B above $
~Iso1,q-7
$
$ 31so)•g7
cJ 7
V3
$ 90'5-T?.-71
To calculate Column B, add
amounts in Column A to the
corresponding amounts
from Column B of your last
report. Some amounts in
Column A may be negative
figures that should be
subtracted from previous
period amounts. If this is
the first report being filed
for this calendar year, only
carry over the amounts
from Lines 2, 7, and 9 (N
any).
SUMMARYPAGE
Paw 3 of [ C7
I.D. NUMBER
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
111 through 6/30 7/1 to Date
20. Contributions
Received $ $
21. Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made'
(N Subjed to VbheMary Eapwmft- um*)
Date of Election Total to Date
(mm/dd/yy)
I -I-J $
I -J $
'Amounts in this section may be different from amounts
reported in Column B.
FPPC Form 460 (January/05)
FPPC Toll-Free Helpitne: SWASK-FPPC (866/276-3772)
Schedule A Type or print in ink
_ SCHEDULE A
..VnUMILM 1130y ue rvunueu
mormitary contributions Received to whole dollars.
Statement covers riod
p°
^
~
'
7
from 10 /
.
SEE INSTRUCTIONS ON REVERSE
through _ 3) y
page of
NAME OF FILER
I.D. NUMBER
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
OFCOMMTTTEE,ALSO ENTER LD.NUNSER)
CONTRIBUTOR
CODE
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVED THIS
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TO DATE
SELF-EMPLOYED, ENTER NAME
OFBUSINESS)
PERIOD
(JAN. 1 - DEC. 31)
(IF REOUIRED)
f Q
J F A u;/d Ac~~ u 1
❑❑COM
UOTH
°
❑SCC
10/1 B/14
KAre,n I )or+)n
POD
C
C~nsv1-~a
'
E
I
OM
❑OTH
❑PTY
,
~
4vle(
s
~~r
b
~'l zs
❑SCC
~
a
s
i~ /1~/gyp
Jas vOr 5-- A'74 6 r rk-aI
M~~
\
❑
p❑sTMC
a~rr'Gk J
Oscc
ati,~s L,~c,
SUBTOTAL$
Schedule A Summary
1. Amount received this period - itemized monetary contributions.
(Include all Schedule A subtotals.) $
-q-7 25
2. Amount received this period - unitemized monetary contributions of less than $100 $ t-
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 5
`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 (Januory/M
FPPC Toll-Free Helpline: 866/ASK-FPPC (866f2763772)
Schedule A (Continuation Sheet)
Type or print in ink.
SCHEDULE A (CONTI
munet;.ary C untributlons Keceivea Amounts may be rounded
Statement covers period
-
to whole dollars.
lD117 (Ic7
a-
from
through (2-131 D
Page of 10
NAME OF
F
ILER
I.D. NUMBER
II
Wl0 A--
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
RECEIVED
(IFCOMMITTEE, ALSO ENTER I.D.NUMBER)
CODE*
OCCUPATION AND EMPLOYER
RECEIVED THIS
CALENDAR YEAR
TO DATE
(IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
PERIOD
(JAN. 1 - DEC. 31)
(IF REQUIRED)
I
f~ j/~~
( -r-
S ~c7/1
viC~s n`fh+aal.,r,a'
❑IND
SC
OH
J.~~
~ O J
OT
-
i
F
1 PTY
❑SCC
j
I 1 '
IND
EICOM
OTH
J L
~~.'1 j~rvi l['f
~/1 ~(i7
''~rG tv lAI-1
-
-
IND
❑
COM
5
oPTM
lJ
~
❑SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
SUBTOTALS
*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 (86612753772)
Schedule A (Continuation Sheet) Type or print In Ink SCHEDULE A (CONT.)
mw"Wtal r "L11LJULlW"5 1CeGe1VeU %maunm may Do rounaeo
to whole dollars.
Statement Covers period
,
from, 10 I l -i 1 l t~
•
throu
h Z I
10
(c
g
page
of
NAME OF FILER
f VL
I.D. NUMBER
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
(IFCOMWTrEE•ALSOENTERI.D.NUMBER)
CONTRIBUTOR
CODE *
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVED THIS
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TODATE
OF SELF-EMPLOYED, ENTER NAM
PERIOD
(JAN. 1 - DEC. 31)
(IF REQUIRED)
kvbIin
Coll
I~u 'r sS~cIATEs
1.Sc7
~~5v
❑ 0TH
&
oSCC
60C ry LLj e
m IND
.
❑PTY
~SrfUI~
❑SCC
l 1
/.2 ~0
Ken W CJ:r Fer C' Y C-L"1C"1
❑ 0TH
-
psCC
~-4
❑
PTY
/JCfYIO~"~O~l~ ~~nSUlw~
❑SCC
`~oLA,1,9 Ajar,;~o
IND
sco
H
01vhM
'!50
0
]OT
k
❑ PTY
❑SCC
SUBTOTAL $
*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: 8661ASK-FPPC (8661275-3772)
Schedule E SC-Iml1LEE
Type or print in ink. Statement covers period
Pay11r1e~1 Made Amounts may be rounded
to whole dollars.
from !1 r )rl
SEE INSTRUCTIONS ON REVERSE through pop -If Of I C)
NAME OF FILER
I.D. NUMBER
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CW
CIS
campaign paraphernalialmisc.
campaign consultants
KW
member communications
RAD
radio airtime and production costs
CTB
contribution (explain nonmonetary)'
MTG
OFC
meetings and appearances
office expenses
RFD
SAL
returned contributions
'
CVC
civic donations
campaign workers
salaries
FIL
candidate filk,glballot fees
PET
PHO
petition circulating
phone banks
TI3
t.v. or cable airtime and production costs
RV
fundraising events
POL
poling and survey research
TRC
TRS
candidate travel, lodging, and meals
staff/spouse travel
lodging
and meals
IPD
independent expenditure supporting/opposing others (explain)'
POs
postage, del and messenger services
TSF
,
,
transfer between committees of the same candidate/sponsor
LIT
campaign literature and mailings
PRO
PRr
professional services (legal, accounting)
print ads
VOT
voter registration
VYEB
information technology costs (Internet, e-mad)
NAME AND ADDRESS OF PAYEE
(WCOMMRTEE,A=ENTER I.D.NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
/
Ch ev Ton ?
3~. s~
Ji;i' c,,_~ y
~
T►~' C
l~ .
Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.) $ )
2. Unitemized payments made this period of under $100 $ n
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 $
FPPC Form 460 (January/"
FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275,7772)
Schedule E
SCHEDULE E (CONT.)
(Continuation Sheet)
Type or print In Ink.
Amounts may be rounded
Statement covers period
CALIFORNIA
460
Payments Made
to whole dollars.
from 1-7 to FORM - lo
SEE INSTRUCTIONS ON REVERSE
through izt V Page q of to
NAME OF FILER
I.D. NUMBER
Ac~-t,~ h-
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CIVP campaign paraphemalia/misc.
NER
member communications
RAD radio airtime and production costs
C NS campaign consultants
INTG
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 filingiballot 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
M 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 (intemet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
1.
~ T )1
"~
\
(~~
i\ 0LJi1l
T
2 30
G
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $
FPPC Form 460 (January/05)
FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275-3772)
Schedule E
(Continuation Sheet)
Payments Made
NAME OF FILER
l3lr+rA>v-
Type or print in ink
Amounts may be rounded
to whole dollem
Statement covers; period
from 10-1-7-)0
through - / _ 3 ) ) 0
SCHEDULE E (CONT.)
Page q of 1 D
I.D. NUMBER
CODES: If one of the following codes accurately describes the payment you may enter the code. Otherwise describe the payment.
CIdP
campaign paraphernalia/misc.
NM
,
member communications
,
RAD
radio airtime and production costs
CNS
campaign consultants
MrG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)`
OFC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
PET
petition circulating
TEL
Im. or cable airtime and production costs
Fk
candidate fling/ballot fees
PHD
phone banks
TRC
candidate travel, lodging, and meals
RV
fundraising events
POL
polling and survey research
TRS
sUdUspouse 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
VVEB
information technology costs (internat, e-mail)
NAME AND ADDRESS OF PAYEE
OF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
F✓drt~. , \ ~ ~
~ C
~ ~ l 7
J-7
-
RVAI
y.
1 RC
;~
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1 q (-16-, 3.
FPPC Form 460 (January/05)
FPPC Tog-Free Helpline: a66/ASK-FPPC (8661275-3772)
SCHEDULE F
Schedule F Am7ype
nts ~y print In statement covers pe►iod
Accrued Expenses (Unpaid Bills) to wholedolars. from -)-7-/0
through / Page I D of I(Z
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER I.D. NUMBER
Or ~ I r\ C~~Ca w~
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
campaign paraphemaWn-dsc.
NM
member c ommuncations
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetery)'
OFC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
PEr
petition circulating
TEL
t.v. or cable airtime and production costs
FIL
candidate filing/ballot fees
PHD
phone banks
TRC
candidate travel, lodging, and meals
RO
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
VVEB
information technology costs (intemet, e-mail)
NAME AND ADDRESS OF CREDITOR
OF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT
(OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
(
AMOUNTIN CURRED
THIS PERIOD
110
AMOUNT PAID
THIS PERIOD
(ALSO REPORT ON E)
(d)
OUTSTANDING
BALANCE AT CLOSE
OF THIS PERIOD
p-7I, -7~
Q
35~, ( E
• Payments that are contributions or i WW"ndent expwnalt nes must also be SUBTOTALS Lj 0) c/ $
smiinorbsd on Sehedule D.
Schedule F Summary
1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for
accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) INCURRED TOTALS $
2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on
accrued expenses of $100 or more, plus total uniternized payments on accrued expenses under $100.)
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and
on the Summary Page, Column A, Line 9.)
PAID TOTALS $
X110-71,7~
0
NET $ Y q 0 -7).-7 L1
May a rageffm rnmber
FPPC Form 160 (Janusry/06)
FPPC TolWree Helpline: 111661ASK-FPPC (866/275-3772)