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HomeMy WebLinkAboutCFR - Ross - 07.15.2014Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 CANDIDATE / OFFICEHOLDER FORM C/OH CAMPAIGN FINANCE REPORT COVER SHEET PG 1 1 ACCOUNT # 2 PAGE # The C/OH INSTRUCTION GUIDE eX explains how to complete this form. p P (Ethics Commission filers) 1 of 10 00000001 3 CANDIDATE/ MS/MRS/MR FIRST MI OFFICE USE ONLY OFFICEHOLDER Mr. Loyd NAME Date RECEIVED ............................. NICKNAME LAST SUFFIX Dale Ross ADDRESS/PO BOX; APT / SUITE #; CITY; STATE; ZIPCODE JUL 15 2014 City Secretary 4 CANDIDATE/ OFFICEHOLDER MAILING ADDRESS Georgetown, TX 78626 Date Hand -delivered or Date Postmarked ❑ Change of Address MS/MRS/MR FIRST MI Receipt # Amount Date Processed 5 CAMPAIGN TREASURER NAME Mrs. Mickie Date Imaged ........................................... NICKNAME LAST SUFFIX Ross 6 CAMPAIGN STREET ADDRESS (NO PO BOX PLEASE); APT / SUITE #; CITY; STATE; ZIP CODE TREASURER ADDRESS (Residence or business) Georgetown, TX 78626 7 CAMPAIGN AREA CODE PHONE NUMBER EXTENSION TREASURER PHONE ( 8 REPORT TYPE January 15 � 30th day before election � Runoff 1:1 15th day after campaign treasurer appointment (officeholder only) ❑X July 15 El 8th day before election Exceeded $500 limit 1:1 Final report (Attach C/OH - FR) 9 PERIOD COVERED Month Day Year Month Day Year THROUGH 05/01/2014 06/30/2014 10 ELECTION ELECTION DATE ELECTION TYPE Month Day Year Primary Runoff General Special 05/10/2014 11 OFFICE OFFICE HELD (if any) 12 OFFICE SOUGHT (if known) Mayor - Georgetown GO TO PAGE 2 Electronic Filing Version 3.4.5 Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 CANDIDATE / OFFICEHOLDER REPORT: FORM C/OH SUPPORT & TOTALS COVER SHEET PG 2 13 C/OH NAME Ross, Loyd (Mr.) 14 ACCOUNT # (Ethics Commission filers) 00000001 15 NOTICE This box is for notice of political expenditures by political committees to support the candidate / officeholder. These expenditures may have been made without the candidate's or officeholder's knowledge or consent. Candidates and officeholders are required to report this FROM information only if they receive notice of such expenditures... POLITICAL COMMITTEE NAME COMMITTEE(S) COMMITTEETYPE GENERAL COMMITTEE ADDRESS SPECIFIC COMMITTEE CAMPAIGN TREASURER NAME additional pages COMMITTEE CAMPAIGN TREASURER ADDRESS 16 CONTRIBUTION 1. TOTAL POLITICAL CONTRIBUTIONS OF $50 OR LESS (OTHER THAN @ 1 $ TOTALS PLEDGES, LOANS, OR GUARANTEES OF LOANS), UNLESS ITEMIZED ,920.00 2. TOTAL POLITICAL CONTRIBUTIONS @ $ 11 (OTHER THAN PLEDGES, LOANS, OR GUARANTEES OF LOANS) ,370.00 ............... EXPENDITURE 3. TOTAL POLITICAL EXPENDITURES OF $100 OR LESS, UNLESS ITEMIZED TOTALS $ 0.00 4. TOTAL POLITICAL EXPENDITURES 17,461.21 ............... CONTRIBUTION BALANCE 5. TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE $ 904.08 LAST DAY OF THE REPORTING PERIOD ............... OUTSTANDING LOAN TOTALS 6. TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE LAST DAY OF THE REPORTING PERIOD 0.00 17 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the accompanying report is true and correct and includes all information required to be reported by me under Title 15, Election Code. ;2 P�Y PUA4. JESSICA ERIN BRETTLE NOTARY PUBLIC n State of Texas 0F'�,�' Comm. Exp. 06r01-2015 Signature of Candidate or Officeholder AFFIX NOTARY STAMP / SEAL ABOVE 1Da�e 7t. os, IS Sworntoand subscribed before me, by the said this the day I to hand of — '20 _ , certify which, witness my and seal of office. Q SSiC rt,�&YQk Ig atu a of officer administering oath Print name of officer administering oath Title ofWcer administering at / Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin, Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 POLITICAL CONTRIBUTIONS SCHEDULE A OTHER THAN PLEDGES OR LOANS The INSTRUCTION GUIDE explains how to complete this form. 1 PAGE # Schedule: 1/3 Report: 3/10 2 FILER NAME Ross, Loyd (Mr.) 3 ACCOUNT # (Ethics Commission filers) 00000001 4 Date 5 Full name of contributor ❑ out-of-state PAC (ID# ) 7 Amount of 8 In-kind contribution Cunningham, Michael (Mr.) contribution ($) I description (if applicable) 06/07/2014 ...................................................... 6 Contributor address; City; State; Zip Code $2,000.00 Walberg, TX 78673 (If travel outside of Texas, complete Schedule T) ❑ 9 Principal occupation / Job title (See Instructions) 10 Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Klein, Joan (Ms.) contribution ($) I description (if applicable) 06/23/2014 ...................................................... Contributor address; City; State; Zip Code $1,000.00 Victoria, TX 77904 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Klein, Stephen (Mr.) contribution ($) I description (if applicable) 06/23/2014 ........................................................ Contributor address; City; State; Zip Code $1,000.00 Victoria, TX 77904 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Klitz, Erin (Ms.) contribution ($) I description (if applicable) 05/07/2014 ...................................................... Contributor address; City; State; Zip Code $500.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Klitz, John (Mr.) contribution ($) I description (if applicable) 05/07/2014 ...................................................... Contributor address; City; State; Zip Code $500.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin, Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 POLITICAL CONTRIBUTIONS SCHEDULE A OTHER THAN PLEDGES OR LOANS The INSTRucnoN GUIDE explains how to complete this form. 1 PAGE # Schedule: 2/3 Report: 4/10 2 FILER NAME Ross, Loyd (Mr.) 3 ACCOUNT # (Ethics Commission filers) 00000001 4 Date 5 Full name of contributor ❑ out-of-state PAC (ID# ) 7 Amount of 8 In-kind contribution Novak Brothers LLC contribution ($) I description (if applicable) 06/23/2014 ........................................................ 6 Contributor address; City; State; Zip Code $2,500.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ g Principal occupation / Job title (See Instructions) 10 Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Steger, Mary (Ms.) contribution ($) I description (if applicable) 06/07/2014 ...................................................... Contributor address; City; State; Zip Code $250.00 Georgetown, TX 78626 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Steger, Perry (Mr.) contribution ($) I description (if applicable) 06/07/2014 ...................................................... Contributor address; City; State; Zip Code $250.00 Georgetown, TX 78626 (if travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Stevens, Holly (MS.) contribution ($) I description (if applicable) 06/07/2014 ...................................................... Contributor address; City; State; Zip Code $250.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Stevens, Patrick (Mr.) contribution ($) I description (if applicable) 06/07/2014 ........................................................ Contributor address; City; State; Zip Code $250.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin, Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 POLITICAL CONTRIBUTIONS SCHEDULE A OTHER THAN PLEDGES OR LOANS The INSTRUCTION GUIDE explains how to complete this form. 1 PAGE # Schedule: 3/3 Report: 5/10 2 FILER NAME Ross, Loyd (Mr.) 3 ACCOUNT# (Ethics Commission filers) 00000001 4 Date 5 Full name of contributor ❑ out-of-state PAC (ID# ) 7 Amount of 8 In-kind contribution Vickers, John (Mr.) contribution ($) I description (if applicable) 05/12/2014 ...................................................... 6 Contributor address; City; State; Zip Code $100.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ 9 Principal occupation / Job title (See Instructions) 10 Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Vickers, Vicki (Mrs.) contribution ($) I description (if applicable) 05/12/2014 ...................................................... Contributor address; City; State; Zip Code $100.00 Georgetown, TX 78628 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Visser, Eric (Mr.) contribution ($) I description (if applicable) 05/07/2014 ...................................................... Contributor address; City; State; Zip Code $500.00 Austin, TX 78738 (If travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID# ) Amount of In-kind contribution Wukasch, Avis (Ms.) contribution ($) I description (if applicable) 06/07/2014 ...................................................... Contributor address; City; State; Zip Code $250.00 Georgetown, TX 78626 (if travel outside of Texas, complete Schedule T) ❑ Principal occupation / Job title (See Instructions) Employer (See Instructions) Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin. Texas 78711-2070 (5 1 2)463-5 800 TIT 1-800-735-2989 LOANS SCHEDULE E 1 PAGE # The INsraucnON GUIDE explains how to complete this form. Schedule: 1/1 Report: 6/10 2 FILER NAME Ross, Loyd (Mr.) 3 ACCOUNT # (Ethics Commission filers) 00000001 4 TOTAL OF UNITEMIZED LOANS: C*C*C**C*b $ 5 Date of loan 7 Name of lender ❑ out-of-state PAC (ID# 9 Loan Amount ($) 05/12/2014 Ross, Dale (Mr.) ........................................... 8 Lender address; City; State; I............ Zip Code $2,000.00 6 Is lender a 10 Interest rate financial Institution? 0% Georgetown, TX 78626 11 Maturity date No 12 Principal occupation / Job title (See Instructions) 13 Employer (See Instructions) President L Dale Ross CPA 14 Description of Collateral 15 Check if personal funds were deposited into political account ❑x none 16 GUARANTOR 17 Name of guarantor 19 Amount Guaranteed ($) INFORMATION ....................................................... 18 Guarantor address; City; State; Zip Code ❑X not applicable 20 Principal Occupation 21 Employer Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin. Texas 78711-2070 rr1914R,i-1;RnnTnn 1-Rnn-7Rr-90Ra POLITICAL EXPENDITURES SCHEDULE F EXPENDITURE CATEGORIES Advertising Expense Gifts/Awards/Memorial Expense Salaries/Wages/Contract Labor Loan Repayment/Reimbursement Accounting/Banking Legal Services Solicitation/Fundraising Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Travel In District Contributions/Donations Made By Event Expense Polling Expense Travel Out Of District Candidate/Officeholder/Political Committee Fees Printing Expense Office Overhead/Rental Expense OTHER (enter a category not listed above) The INSTRUCTION GUIDE explains how to complete this form. PAGE # 2 FILER NAME 3 ACCOUNT # (TEC filers) Schedule: 1/3 Report: 7/10 Ross, Loyd (Mr.) 00000001 4 Date 5 Payee name 05/12/2014 Fidelis Publishing Group g Amount ($) 7 Payee address City; State; Zip Code $900.00 181 Town Center Blvd Jarrell, TX 76537 8 (a) Category (See Categories listed at the top of this schedule) (b) Description (If travel outside of Texas, complete Schedule T) E] PURPOSE Advertising Expense Ads OF EXPENDITURE 9 Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 05/12/2014 Minuteman Press Amount ($) Payee address City; State; Zip Code $3,000.39 1904 S Austin Ave Georgetown, TX 78626 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Advertising Expense Mailer and Signs OF EXPENDITURE Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 06/02/2014 Paypall Amount ($) Payee address City; State; Zip Code $2,88 100 West Morrow Street Georgetown, TX 78626 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) El PURPOSE Fees Paypall Fees OF EXPENDITURE Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 06/16/2014 Ross, Dale (Mr.) Amount ($) Payee address City; State; Zip Code $1,130.24 Georgetown, TX 78626 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) ❑ PURPOSE Loan Repayment/Reimbursement Reimbursement for April expenses paid from OF EXPENDITURE personal funds - Reported on 8 day report Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin. Texas 78711-2070 (512)463-580OTDD 1-800-735-2989 POLITICAL EXPENDITURES SCHEDULE F EXPENDITURE CATEGORIES Advertising Expense Gifts/Awards/Memorial Expense SalariesMages/Contract Labor Loan Repayment/Reimbursement Accounting/Banking Legal Services Solicitation/Fundraising Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Travel In District Contributions/Donations Made By Event Expense Polling Expense Travel Out Of District Candidate/Officeholder/Political Committee Fees Printing Expense Office Overhead/Rental Expense OTHER (enter a category not listed above) The INSTRUCTION GUIDE explains how to complete this form. 1 PAGE # 2 FILER NAME 3 ACCOUNT # (TEC filers) Schedule: 2/3 Report: 8/10 Ross, Loyd (Mr.) 00000001 4 Date 5 Payee name 06/16/2014 Ross, Dale (Mr.) 6 Amount ($) 7 Payee address City; State; Zip Code $2,000.00 Georgetown, TX 78626 $ (a) Category (See Categories listed at the top of this schedule) (b) Description (If travel outside of Texas, complete Schedule T) ❑ PURPOSE Loan Repayment/Reimbursement Loan Repayment From Loan - 05.12.2014 OF EXPENDITURE g Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 05/30/2014 Savage, Joe (Mr.) Amount ($) Payee address City; State; Zip Code $261.03 104 Thornwood Dr Georgetown, TX 78628 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Advertising Expense Sign Materials OF EXPENDITURE Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 05/30/2014 Savage, Joe (Mr.) Amount ($) Payee address City; State; Zip Code $133.65 104 Thornwood Dr Georgetown, TX 78628 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Advertising Expense Sign Materials OF EXPENDITURE Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 06/27/2014 Savage, Joe (Mr.) Amount ($) Payee address City; State; Zip Code $1,359.21 104 Thornwood Dr Georgetown, TX 78628 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Advertising Expense Campaign Signs and Materials OF EXPENDITURE Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Electronic Filing Version 3.4.5 Texas Ethics Commission P.O.Box 12070 Austin. Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 POLITICAL EXPENDITURES SCHEDULE F EXPENDITURE CATEGORIES Advertising Expense Gifts/Awards/Memorial Expense Salaries/Wages/Contract Labor Loan Repayment/Reimbursement Accounting/Banking Legal Services Solicitation/Fundraising Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Travel In District Contributions/Donations Made By Event Expense Polling Expense Travel Out Of District Candidate/Officeholder/Political Committee Fees Printing Expense Office Overhead/Rental Expense OTHER (enter a category not listed above) The INSTRUCTION GUIDE explains how to complete this form. 1 PAGE # 2 FILER NAME 3 ACCOUNT # (TEC filers) Schedule: 3/3 Report: 9/10 Ross, Loyd (Mr.) 00000001 4 Date 5 Payee name 06/27/2014 Savage, Joe (Mr.) 6 Amount ($) 7 Payee address City; State; Zip Code $2,900.00 104 Thornwood Dr Georgetown, TX 78628 8 (a) Category (See Categories listed at the top of this schedule) (b) Description (If travel outside of Texas, complete Schedule T) ❑ PURPOSE Advertising Expense Campaign Signs and Consulting on Advertising OF EXPENDITURE 9 Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Date Payee name 05/12/2014 The Williamson County Sun Amount ($) Payee address City; State; Zip Code $2,811.00 P O Box 39 Georgetown, TX 76627 Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Advertising Expense Ads OF EXPENDITURE Complete ONLY if Candidate / Officeholder name Office sought: Office held: direct expenditure to benefit C/OH Electronic Filing Version 3.4.5 Texas Ethics Commission P.O. Box 12070 Austin, Texas 78711-2070 (512)463-5800 TDD 1-800-735-2989 POLITICAL EXPENDITURES SCHEDULE G MADE FROM PERSONAL FUNDS EXPENDITURE CATEGORIES Advertising Expense Gifts/Awards/Memorial Expense SalariesMages/Contract Labor Loan Repayment/Reimbursement Accounting/Banking Legal Services Solicitation/Fundraising Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Travel In District Contributions/Donations Made By Event Expense Polling Expense Travel Out Of District Candidate/Officeholder/Political Committee Fees Printing Expense Office Overhead/Rental Expense OTHER (enter a category not listed above) The INSTRUCTION GUIDE explains how to complete this form. 1 PAGE # 2 FILER NAME $ ACCOUNT # (TEC filers) Schedule: 1/1 Report: 10/10 1 Ross, Loyd (Mr.) 00000001 4 Date 5 Payee name 05/06/2014 Fidelis Publishing Group 6 Amount ($) 7 Payee address City; State; Zip Code $2,150.00 181 Town Center Blvd X Reimbursement ❑ from political Jarrell, TX 76537 contributions intended $ (a) Category (see Categories listed at the top of this schedule) (b) Description (If travel outside of Texas, complete Schedule T) El PURPOSE Advertising Expense Campaign Ads OF EXPENDITURE Date Payee name 05/20/2014 Gumbo's of Georgetown Amount ($) Payee address City; State; Zip Code $652.59 701 Main Street Reimbursement ❑X from political Georgetown, TX 78626 contributions intended Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Event Expense Swearing In Reception OF EXPENDITURE Date Payee name 05/10/2014 Simply Waitstaff Amount ($) Payee address City; State; Zip Code $150.00 PO Box 2296 Reimbursement from political Georgetown, TX 78627 contributions intended Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) E] PURPOSE Salaries/Wages/Contract Labor Contract Labor -Election Watch Event OF EXPENDITURE Date Payee name 05/19/2014 Williamson County Elections Amount ($) Payee address City; State; Zip Code $10.22 301 SE Inner Loop Ste 104 Reimbursement 0 from political Georgetow, TX 78626 contributions intended Category (See Categories listed at the top of this schedule) Description (If travel outside of Texas, complete Schedule T) PURPOSE Polling Expense Final Results of Election Report OF EXPENDITURE Electronic Filing Version 3.4.5