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Home My WebLink AboutBERTRAM PREELECT10(2) AMEND.Recipient Committee Campaign Statement Cover Page (Govemment Code Sections 84200-84216.5) COVER PAGE Type or print in ink. Date Stamp CALIFORNIA 4" 4 Page of Statement covers period Date of election if applicab 10/1/10 (Month, Day, Year) LU OCT 25 All 7: 30 For Official Use Only from _ SEE INSTRUCTIONS ON REVERSE through 10/16/10 1112110 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 Q State Candidate Election Committee Committee ❑ Semi-annual Statement ❑ Special Odd-Year Report Q Recall Q 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) F-1 General Purpose Committee - p~; Q Sponsored ❑ Primarily Formed Candidate/ Added Treasurer Signature Q Small Contributor Committee Officeholder Committee p Q Political Party/Central Committee (Also Complete Part 7) Removed wrong committee email address 3. Committee Information 1 I D NUMBER 1329622 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Martin Bertram for City Council 2010 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA GODS/PHONL MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY ZIP CODE AREA CODE/PHONE 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 By Date Executed on By Dale Executed on Date Executed on By Dale Signature ofControlling Officeholder, Candidate, state Measure Proponent FppC Form 460 (January/05) FPPC Toll-Free Helpline: 866/ASK-FPPC (8661275-3772) State of Califomia By Signature of Controlling Officeholder, Candidate, State Measure Proponent Type or print in ink. Recipient Committee Campaign Statement Cover Page - Part 2 5. Officeholder or Candidate Controlled Committee 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. COMMITTEENAME PGONTROLLEEDD NAME OF TREASURER OMMITTEE? ❑NO COMMITTEEADDRESS STREET ADDRESS (NOP.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEEADDRESS STREET ADDRESS (NOP.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 4~2-- 6. Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER ❑ 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. It- AN I 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 Attach continuation sheets if necessary FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 6661ASK-FPPC State of California I Type or print in ink. SUMMARY PAGE Campaign Disclosure Statement Amounts may be rounded FStatement covers period CALIFORNIA 460, Summary Page to whole dollars. 10/01) FORM SEE INSTRUCTIONS ON REVERSE NAME OF FILER Martin Bertram for City Council 2010 through Contributions Received 1. Monetary Contributions Schedule A, Line 3 $ 2. Loans Received Schedule s, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2 $ 4. Nonmonetary Contributions schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED AddLines 3+4 $ Column B CALENDAR YEAR TOTALTO DATE $ 10,241 0 10,241 0 0 3,975 $ 10,241 10/16/10 Page of I.D. NUMBER 1329622 .alendar Year Summary for Candidates lunning in Both the State Primary and ;eneral Elections ill through 6/30 7/1 to Date A. Contributions Received $ $ ?1. Expenditures Made $ $ Expenditures Made 6. Payments Made Schedule E, Line 4 $ 7. Loans Made Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS Add Lines 6 + 7 $ 9. Accrued Expenses (Unpaid Bills Schedule F, Line 3 10. Nonmonetary Adjustment schedule C, Line 3 11. TOTAL EXPENDITURES MADE .....Add Lines 6 +9 + 10 $ Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 3,975 0 3,975 28,350.76 $ 29,555.76 0 0 28,350.76 $ 29,555.76 0 0 0 0 28,350.76 $ 29,555.76 Current Cash Statement 061 5 12. Beginning Cash Balance Previous Summary Page, Line 16 $ , To calculate Column B, add 3,975 amounts in Column A to the 13. Cash Receipts Column A, Line 3 above 0 corresponding amounts 14. Miscellaneous Increases to Cash Schedule t, Line 4 28,350.76 from Column B of your last report. Some amounts in 15. Cash Payments Column A. Line a above Column A may be negative 15 $ (-19,314.76) figures that should be 16. ENDING CASH BALANCE Add lines 12 + 13 + 14, then subtract Line subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 0 for this calendar year, only 17. LOAN GUARANTEES RECEIVED Schedule e, Part z $ carry over the amounts and 9 (if 7 2 Li , , nes from Cash Equivalents and Outstanding Debts any). 18. Cash Equivalents See instructions on reverse $ 0 19. Outstanding Debts Add Line 2 + Line 9 in Column B above $ 0 Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" (if Subject to voluntary Expenditure omit) Date of Election Total to Date (mm/dd/yy) -~--J $ -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: 866/ASK-FPPC Schedule A Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Type or print In Ink. Amounts may be rounded to whole dollars. WE OF FILER Martin Bertram for City Council 2010 FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR DATE RECEIVED (IFCOMMITTEE, ALSO ENTER I.D.NUMBER) CODE ❑IND 10/01/10 Derrel's Mini Storage Inc. ❑coM ®OTH ❑l PTY nSCC WIND 10/11/10 Shannon Grove ❑COM ❑OTH ❑ PTY ❑SCC ❑IND 10/14/10 JET Building Account ❑coM ®OTH ❑ PTY ❑SCC ❑IND 10/14/10 Sturgeon Services International Inc. ❑coM ®OTH ❑ PTY ❑ SCC ®IND 10/15/10 Karen Norton ❑COM ❑OTH ❑ PTY ❑SCC Statement covers period from 10/01/10 through IF AN INDIVIDUAL, ENTER AMOUNT OCCUPATION AND EMPLOYER RECEIVED THIS OF SELF-EMPLOYED. ENTER NAME PERIOD OF BUSINESS) SCHEDULE A 10/16/10 FPage __V_ of I.D. NUMBER 1329622 CUMULATIVE TO DATE PER ELECTION DATE CALENDAR YEAR IF OD ED) (JAN. 1 - DEC. 31) $500 Continental Labor and $500 Staffing $500 $2,000 Financial Consultant I $125 Charles Schwab SUBTOTAL$ 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. TOTAL $ (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) 3,975 0 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) Monetary Contributions Received Type or print In ink. Amounts may be rounded to whole dollars. NAME OF FILER Martin Bertram for City Council 2010 IF AN INDIVIDUAL, ENTER DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR OCCUPATION AND EMPLOYER RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * OF SELF-EMPLOYED, ENTER NAME OF BUSINESS) 10/16/10 Jasvender Singh Grewal ®IND ❑COM VAO't"uS C pOTH 5C_N-\(00":5' ❑ PTY ❑SCC 10/19/10 Harley F. Pinson ®IND ❑COM Attorney of counsel to ❑OTH Klein, Denotak, Goldner ❑ PTY ❑ SCC ❑IND ❑COM ®OTH ❑ PTY ❑ SCC ❑IND ❑ COM OTH PTY SCC ❑IND ❑COM ❑ OTH ❑ PTY ❑ SCC Statement covers period 10/01/10 through 10/16/10 AMOUNT RECEIVED THIS PERIOD $100 $250 SCHEDULE A (CONT.) Page _ of 1329622 CUMULATIVETODATE PER ELECTION CALENDAR YEAR TO DATE (JAN. 1 -DEC. 31) (IF REQUIRED) SUBTOTAL$ 350 s *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 E Payments Made rrllll.IC ~l~l OF\/F l7CF Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 10/01/10 through 10/16/10 NAME OF FILER Martin Bertram for City Council 2010 Page 1 /7 of I.D. NUMBER 1329622 E CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. MBR member communications RAD radio airtime and production costs CNP campaign paraphernalia/misc. MTG meetings and appearances RFD returned contributions ' CNS CTB campaign consultants contribution (explain nonmonetary)" OFC office expenses SAL TEL salaries campaign workers v. or cable airtime and production costs t CVC civic donations PET petition circulating TRC . candidate travel, lodging, and meals FIL candidate filing/ballot fees t PHO POL phone banks polling and survey research TRS staff/spouse travel, lodging, and meals mittees of the same candidate/sponsor FND NU s fundraising even independent expenditure supporting/opposing others (explain)' POS PRO postage, delivery and messenger services rofessional services (legal, accounting) TSF VVOT transfer between com stration oter regi LEG legal defense p B on technology costs (internet, e-mail) LIT campaign literature and mailings PRT print ads NAME AND ADDRESS OF PAYEE I CODE OR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Western Pacific Research, Inc. CNS Western Pacific Research, Inc. I CNS City of Bakersfield I CVS for Wilson Park DESCRIPTION OF PAYMENT " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 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).) $ TOTAL $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) AMOUNT PAID $7,843.07 $20,432.69 $75 28,350.76 28,350.76 0 0 28,350.76 FPPC Form 460 (June/01) FPPC Toll-Free Helpline: 8661ASK-FPPC