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HomeMy WebLinkAboutBERTRAM PREELECT10(1)Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) Type or print in ink. Statement covers period from 7/01/2010 SEE INSTRUCTIONS ON REVERSE I through 9/30/2010 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Ballot Measure Committee Q State Candidate Election Committee Q Primarily Formed Q Recall Q Controlled (Also Complete Part 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Party/Central Committee 3. Committee Information COMMITTEE NAME (OR CANDIDATE'S NAME IF N( Martin Bertram for City Council 2010 ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part n I.D. NUMBER Not vet received STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 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) 11/2/2010 Date Stamp COVER PAGE 10 OC i `6 Al'i IU: ' Page 1 of 2. Type of Statement: ® Preelection Statement ❑ Semi-annual Statement ❑ Termination Statement ❑ Amendment (Explain below) For Official Use Only ❑ Quarterly Statement ❑ Special Odd-Year Report ❑ Supplemental Preelection Statement - Attach Form 495 Treasurer(s) NAME OF TREASURER Tom Nelson MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE 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 Date Executed on Date Executed on Date Executed on Date By By By FPPC Form 460 (June101) Signakae of Controlling Officeholder, Carxlidate, State Measure Proponent FPPC Toll-Free Helpline: 866/ASK-FPPC State of California By Signakxe of ControkV Olficehdder, Canddate, State Measure Proponent 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 RESIDENTIAL/BUSINESS 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 (NOP.O.BOX) CITY STATE ZIP CODE AREA CODEIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) COVER PAGE - PART 2 Page 2 of 3 6. 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 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 CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 86WASK-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 7/01/2010 SUMMARY PAGE through 9/30/2010 Page 3 of SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Martin Bertram Not yet received Contributions Received ColumnA ColumnB Calendar Year Summary for Candidates TOTAL THIS PERIOD (FROM ATTACHED SCHEWLES) CALENDARYEAR DATE DATE TOTAL T Running in Both the State Primary and General Elections 1. Monetary Contributions Schedule A, Line 3 $ 6,266 $ 0 1/1 through 6130 7/1 to Date 2. Loans Received Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add tines 1 + 2 $ 6,266 $ 20. Contributions Received $ $ 4. Nonmonetary Contributions Schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED Add tines 3 +4 $ 6,266 $ Made $ $ Expenditures Made 6. Payments Made Schedule E, Line 4 $ 1,205 $ 7. Loans Made Schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS Add Lines 6 + 7 $ 1,205 $ 9. Accrued Expenses (Unpaid Bills) Schedule F Line 3 0 10. Nonmonetary Adjustment Schedule C, Line 3 0 11. TOTAL EXPENDITURES MADE Add Lines s + 9 + 10 $ 1,205 $ 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 $ 0 6,266 0 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last 15. Cash Payments Column A, Line 6 above 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 1,205 5,061 report. Some amounts in Column A may be negative figures that should be ff this is a termination statement, Line 16 must be zero. subtracted from previous period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED Schedule B, Part 2 $ 0 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts 18. Cash Equivalents See instructions on reverse $ o anm Lines 2, 7, and 9 (if y). Lines 2, 7, and 9 (if 19. Outstanding Debts Add Line 2 + Line 9 in Column B above $ o Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (tr Subject to voluntary Expenditure LkW) Date of Election Total to Date (mm/dd/yy) J~ $ Since January 1, 2001. Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 8661ASK-FPPC At-hprir dp 0 Type or print in ink. SCHEDULE A Amounts may be rounded Monetary Contributions Received to whole dollars. Statement covers period CALIFORNIA , from 7/01/2010 FORM through 9/30/2010 page 4 of SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Martin Bertram Not yet received DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION DATE TO RECEIVED (IFCOMMITEE,ALSO ENTER I.D.NUMBER) CODE * SELF-EMPLOYED, (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) 8/02/10 Tom Nelson ®IND ❑COM Retired $300 ❑OTH ❑ PTY ❑SCC 8/02/10 Martin Bertram pCOM IMS Director Sturgeon $550 ❑OTH & Son Inc. ❑ PTY ❑ SCC 8/02/10 Martin Bertram pcOM IMS Director Sturgeon $22 ❑OTH & Son Inc. ❑ PTY ❑SCC 8/29//2010 Rayburn S. Dezember pcOM Retired $500 ❑OTH ❑ PTY ❑ SCC 9/07/2010 June Cerruto k]CODM NONE $100 ❑OTH p PTY ❑ SCC SUBTOTAL$ 1472 Schedule A Summary 1. Amount received this period -contributions of $100 or more. (Include all Schedule A subtotals.) $ 2. Amount received this period - unltemized contributions of less than $100 $ I (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ *Contributor Codes 3. Total monetary contributions received this period. 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: 8661ASK-FPPC Schedule A (Continuation Sheet) TVDe or arint in ink. SCHEDULE A (CONT.) Monetary Contributions Received Amounts may be rounded s h l d ll t Statement covers period CALIFORNIA ' ar . o w o e o 7/11/2010 - from through 9/30/2010 Page 5 of 57 NAME OF FILER I.D. NUMBER Martin Bertram Not yet received DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) 9/07/2010 Bowman Leasing, Inc. 9, ❑IND ❑COM $500 ®OTH ❑ PTY ❑SCG 9/08/2010 WZllnc. ❑IND ❑ COM $500 ®OTH ❑ PTY ❑ SCC 9/20/2010 Arnold T. Cattani, Jr. E]COM Self Employed/Farmer $300 ❑OTH ❑ PTY ❑ SCC 9/21/2010 Arlana St. Clair pcoM Self Employed/Realtor $250 ❑OTH ❑ PTY ❑ SCC 9/22/2010 Cynthia A. Giumarra ©❑IND COM Business $2,000 , ❑OTH Owner/Giumarra Farms ❑ PTY ❑SCC SUBTOTAL $ 3 ~ 0 *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: 8661ASK-FPPC Schedule A (Continuation Sheet) Tv Do or print in Ink SCHEDULE A (CONT) Monetary Contributions Received Amounts may be rounded Statement covers period CALIFORNIA to whole dollars. 7/01/2010 • ' from 9/30/2010 f C 6 through - o Page NAME OF FILER I.D. NUMBER Martin Bertram Not yet received DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR DE O ND ZI CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED I.D. NUMBER) OF COMMITTEE, ALSO CODE * (IF SELF-EMPLOYED. ENTER NAME PERIOD (JAN. I - DEC. 31) (IF REQUIRED) OF BUSINESS) 9/24/2010 Heritage Professional Management & Realty ❑❑COM $500 ROTH ❑ PTY ❑ 3CC 9/27/2010 H & B Group, Inc., DBA Infiniti of Bakersfield E]IND $250 ROTH ❑ PTY ❑SCC 9/27/2010 H & B Group, Inc., DBA Nissan of Bakersfield p❑COM $250 ROTH ❑ PTY ❑SCC ❑IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS 1000 *Contributor Codes IND - Individual COM - Recipient Committee (other than PTY or SCC) OTH - Other PTY - Political Party SCC - Small Contributor Committee FPPC Form 460 (Junel01) FPPC Toll-Free Helpline: 866/ASK-FPPC Schedule E Type or print in ink. Statement covers period Amounts may be rounded Payments Made to whole dollars. from 7/01/2010 SEE INSTRUCTIONS ON REVERSE NAME OF FILER through 9/30/2010 19 Page 7 of I.D. NUMBER Martin Bertram CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Not yet received 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 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 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 campaign literature and mailings PRT print ads MB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IFCOMMITfEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Bakersfield City Clerks Office FIL $786 Bakersfield City Clerks Office FIL $25 Fed Ex Office LIT $112 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 923 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 $ 1088 117 0 1205 FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 866/ASK-FPPC SCHEDULE E (CONT.) Schedule E Type or print In ink. d d Statement covers period CALIFORNIA 460 (Continuation Sheet) Am e ounts may be roun FORM to whole dollars. 7/01/2010 Payments Made from 9/30/2010 8 throu of gh Page SEE INSTRUCTIONS ON REVERSE I.D. NUMBER NAME OF FILER Not yet received Martin Bertram CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CLIP campaign paraphemalia/misc. MBR member communications RAD RFD radio airtime and production costs returned contributions CNS campaign consultants * MTG OFC meetings and appearances office expenses SAL campaign workers' salaries CTB contribution (explain nonmonetary) PET petition circulating TEL t.v. or cable airtime and production costs CVC civic donations FIL candidate filing/ballot fees PHO phone banks h TRC TRS candidate travel, lodging, and meals lodging, and meals staff/spouse travel FND fundraising events IND independent expenditure supportinglopposing others (explain)* POL POS polling and survey researc 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 e-mail) costs (intemet technolo ti i f Par nrint ads WEB , gy on orma n FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 8661ASK-FPPC " Payments that are contributions or independent expenditures must also be summarized on Schedule D. moues t t A~ a i o~