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Home My WebLink AboutBERTRAM 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 , . d r, 0 N x* GD