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Home My WebLink AboutBERTRAM SEMIANN11(1)COVER PAGE Recipient Committee Type or print in ink. Date Stamp CALIFORNIA • Campaign Statement FORM Cover Page 84216 5 4200 1 of 6 P . ) - (Government Code Sections 8 age Statement covers period Date of election if applicabl (Month, Day, Year) I AUG I AM 9: 45 For Official Use Only 1/1/11 from i3N ° "JP 1ELO Ci i 'f 'UER 6/30/11 SEE INSTRUCTIONS ON REVERSE through 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. 2. Type of Statement: ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement ® State Candidate Election Committee Committee ® Semi-annual Statement ❑ Special Odd-Year Report 0 Recall 0 Controlled ❑ Termination Statement ❑ Supplemental Preelection (Also Complete Part 5) 0 Sponsored (Also file a Form 410 Termination) Statement - Attach Form 495 (Also Complete Part 6) ❑ Amendment (Explain below) ❑ General Purpose Committee 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I I.D. NUMBER COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Martin Bertram for City Council 2010 STREET ADDRESS (NO P.O. BOX) MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE Treasurer(s) NAME OF TREASURER Tom Nelson MAILING ADDRESS NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 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 -7 /Date / .2, 9 Executed on i Date Executed on Date Executed on Date By By By Signature of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) State of California J' Recipient Committee Campaign Statement Cover Page - Part 2 Type or print in ink. COVER PAGE - PART 2 Page 2 of 6 S. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Martin Bertram OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE City Councilman, City of Bakersfield Ward 7 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT Related Committees Not Included in this Statement: list any committees OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 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 7. Primarily Formed Candidate/Officeholder Committee list names of CONTROLLED COMMITTEE? NAME OF TREASURER officeholder(s) or candidate(s) for which this committee is primarily formed. ❑ 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 STREETADDRESS (NO P O BOX) 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 COMMITTEE ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460 (January/06) FPPC Toll-Free Helpline: 866lASK-FPPC (8661276-3772) State of California Carr ipaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period CALIFORNIA Summary Page to whole dollars. 1/1/11 FORM 460 from through 6/30/11 Page 3 of 6 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Martin Bertram Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR ATE Running in Both the State and 9 Primary (FROM ATTACHED SCHEDULES) TOTALTO D General Elections 1. Monetary Contributions Schedule A, Line 3 $ 0 $ 0 1/1 through 6/30 7/1 to Date 0 0 2. Loans Received Schedule B, Line 3 0 0 20. Contributions 3. SUBTOTALCASH CONTRIBUTIONS Add Lines 1 +2 $ $ Received $ $ 0 0 4. Nonmoneta Contributions ry Schedule C, Line 3 21., Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED AddLines 3+4 $ 0 $ 0 Made $ $ Expenditures Made 6. Payments Made Schedule E, Line 4 $ 4084 $ 4084 7. Loans Made Schedule H. Line 3 0 0 8. SUBTOTALCASH PAYMENTS Add Lines 6+7 $ 4084 $ 4084 9. Accrued Expenses (Unpaid Bills) Schedule F, Line 3 1954.69 60308.35 10. Nonmonetary Adjustment Schedule C, Line 3 0 0 11. TOTAL EXPENDITURES MADE Add Lines s + 9 + 10 $ 1954.69 $ 60308.35 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 1, Line 4 15. Cash Payments Column A, Line a 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 s in Column B above $ 4317.92 To calculate Column B, add 0 amounts in Column A to the 4.75 corresponding amounts from Column B of your last 4153.32 report. Some amounts in 169.35 Column A may be negative figures that should be subtracted from previous period amounts. If this is ort being filed the first re p 0 for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). 58353.66 I Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* j (H Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) I $ $ Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275-3772) 11116 Schedule E Type or print in ink. Payments Made Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Martin Bertram Statement covers period from 1/1/11 through 6/30/11 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page 4 of 6 I.D. NUMBER CMP campaign paraphemalia/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 PE? 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 Lrr 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 AMOUNTPAID Swanson O'Dell Bakersfield Legal payment LEG 1500 Gas Station Gas TRC 69.32 Swanson O'Dell Bakersfield Legal payment LEG 2500 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS 4069.32 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. $ 4069.32 84 2. Unitemized payments made this period of under $100 $ 3. Total interest aid this period on loans. Enter amount from Schedule B, Part 1, Column e . $ 0 4. Total payments made this period. Add Lines 1, 2, and 3. Enter here and on the Summa Page, Column A, Line 6. TOTAL $ 4153.32 FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275-3772) Schedule F Type or print in ink. Amounts may be rounded Accrued Expenses (Unpaid Bills) to whole dollars. CCC INCTAI Ir`TInMCZ nN RF\/FRSF NAME OF FILER Martin Bertram Statement covers period from 1/1/11 through 6/30/11 SCHEDULE F O Page 5 of 6 I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/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 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 W 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 camDaian literature and mailings PRT print ads VVEB information technology costs (internet, e-mail) NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT (a) OUTSTANDING BALANCE BEGINNING (b) AMOUNT INCURRED THIS PERIOD (c) AMOUNTPAID THIS PERIOD (d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD Western Pacific Research * Payments that are contributions or independent expenditures must also be SUBTOTALS $ 58353.66 $ 1954.69 $ 0 $ 60308.35 summarized on Schedule 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 $ 1954.69 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on 0 accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and 1954.69 on the Summa Page, Column A, Line 9. NET $ May be a negative number FPPC Form 460 (January/05) FPPC Toll-Free Helpline: 8661ASK-FPPC (8661275-3772) SCHEDULEI WHIrdufL11C 1 IYPe or PInu III IIIR. Miscellaneous Increases to Cash Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE Statement covers period 1/1/11 from through 6/30/11 CALIFORNIA 460 Page 6 of 6 NAME OF FILER Martin Bertram I.D. NUMBER DATE RECEIVED FULL NAME AND ADDRESS OF SOURCE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) DESCRIPTION OF RECEIPT AMOUNTOF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. Schedule I Summary 1. Itemized increases to cash this period $ 2. Unitemized increases to cash of under $100 this period $ 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) $ 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the L' 14 TOTAL $ SUBTOTAL$ 0 4.75 0 4.75 Summary rage, no ) FPPC Form 460 (January/06) FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275-3772)