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HomeMy WebLinkAboutCFR-04.28.2017-JonroweCANDIDATE / OFFICEHOLDER FORM C/OH CAMPAIGN FBh\AMCE REPORT COVER SHEET PG 1 1 Filer ID (Ethics Commission Filers) 2 Total pages filed: The C/OH Instruction Guide explains how to complete this form. 19 3 CANDIDATE/ MS/MRS/MR FIRST MI OFFICE USE ONLY OFFICEHOLDER NAME Ms. Rachael Greulich . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dale ReceivedNICKNAME LAST SUFFIX .Yonrowe RECEIVED 4 CANDIDATE/ ADDRESS / PO BOX; APT / SUITE 9; CITY; STATE; 21P CODE OFFICMAILIPIEGHOLDER 308 S. Church Street Georgetown, TX 78626 APR 2 8 2017 ADDRESS ❑ Change of Address City Secretary 5 CANDIDATE/ AREA CODE PHONE NUMBER EXTENSION Date Hand-detivered ar Date Postmarked OFFICEHOLDER 512 627-9596 PHONE 6 CAMPAIGN MS / MRS / MR FIRST MI Receipt 9 Amount S TREASURER Mari Date Processed NAME . . . . . .. . . . . . . . . . . . NICKNAME LAST SUFFIX Date Imaged Ramirez 7 CAMPAIGN STREET ADDRESS (NO PO BOX PLEASE); APT / SUITE 9: CIT'; STATE; ZIP CODE TREASURER 407 W University Ave Suite 120 ADDRESS Georgetown, TX 78626 (Residence or Business) 8 CAMPAIGN AREA CODE PHONE NUMBER EXTENSION TREASURER 512 695-7226 PHONE 9 REPORT TYPE January 15 El 30th day before election El Runoff 15th day after campaign treasurer appointment (Officeholder Only) ❑ July 15 ❑ 8th day before election Exceeded$5001imi1 Final Report fAnach C/OH - FR) 10 PERIOD Month Day Year Month Day Year COVERED 03 / 28 / 2017 04 / 26 / 2017 THROUGH 11 ELECTION ELECTION DATE ELECTION TYPE Month Day Year ❑ Primary Runoff ❑ Other Description 05 / 06 / 2017X❑ General Special 12 OFFICE OFFICE HELD (it any) 13 OFFICE SOUGHr (9 known) Georgetown City Council, Georgetown City Council, District 6 District 6 GO TO PAGE 2 Forms provided by Texas Ethics Commission www.ethics.stale.tx.us Revised 9/8/2015 CANDIDATE / OFFICEHOLDER FORM C/OH CAMPAIGN FINANCE REPORT COVER SHEET PG 2 14 C/OH NAME 15 Filer ID (Ethics Commission Filers) 16 NOTICE FROM THIS BOX IS FOR NOTICE OF POLITICAL CONTRIBUTIONS ACCEPTED OR POLITICAL EXPENDITURES MADE BY POLITICAL COMMITTEES TO POLITICAL SUPPORT THE CANDIDATE/OFFICEHOLDER. THESE EXPENDITURES MAY HAVE BEEN MADE WTrHOUT THE CANDIDATES OR OFFICEHOLDERS COMMITTEE(S) KNOWLEDGE OR CONSENT. CANDIDATES AND OFFICEHOLDERS ARE REQUIRED TO REPORT THIS INFORMATION ONLY IF THEY RECEIVE NOTICE OF SUCH EXPENDITURES. COMMITTEE TYPE COMMITTEE NAME GENERAL ADDRESS r-JCOMMITTEE SPECIFIC COMMITTEE CAMPAIGN TREASURER NAME Additional Pages COMMITTEE CAMPAIGN TREASURER ADDRESS 17 CONTRIBUTION 1, TOTAL POLITICAL CONTRIBUTIONS OF $50 OR LESS (OTHER THAN $ 755.00 TOTALS PLEDGES, LOANS, OR GUARANTEES OF LOANS), UNLESS ITEMIZED 2. TOTAL POLITICAL CONTRIBUTIONS $ 1,055.00 (OTHER THAN PLEDGES, LOANS, OR GUARANTEES OF LOANS) TOTANS ITURE 3. TOTAL POLITICAL EXPENDITURES OF $100 OR LESS, $ 531.87 UNLESS ITEMIZED 4. TOTAL POLITICAL EXPENDITURES $ 5,350.14 CONTRIBUTION BALANCE 5. TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE LAST DAY $ 10, 973.75 OF REPORTING PERIOD OUTSTANDING 6. TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE $ 0 LOAN TOTALS LAST DAY OF THE REPORTING PERIOD 18 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the accompanying report is MICHELE. NOWLING true and c '.act and includes all information required to be reported by me Notary 10 e1129233532 under Ie 5, Election Code. Commission Conission Expires on6�r December 13, 2020 •d Sig tur Candid or Officehold r AFFIX NOTARY STAMP/SEALABOVE Sworn to and subscribed before me, by the said \\ Gk.�..i vl%nFOlt7� �` ,this the C day of rrtf Q i L 20 ` to certify which, witness my hand and seal of office. , , ei ` I l l Signature of off car ad inistering oath Printed name of offic r dministering o th Title ofRicer dministering o Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 SUBTOTALS - C/OH FORM C/OH COVER SHEET PG 3 19 FILER NAME Rachael Jonrowe 20 Filer ID (Ethics Commission Filers) 21 SCHEDULE SUBTOTALS NAMEOFSCHEDULE SUBTOTAL AMOUNT 1. a SCHEDULEAI: MONETARY POLITICAL CONTRIBUTIONS $ 300.00 2. SCHEDULE A2: NON-MONETARY(IN-KIND)POLITICAL CONTRIBUTIONS $ 145.41 3. SCHEDULE B: PLEDGED CONTRIBUTIONS $ 4. SCHEDULE E: LOANS $ 5. SCHEDULE F1: POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS $ 4,818.27 8. ❑ SCHEDULE F2: UNPAID INCURRED OBLIGATIONS $ 7• SCHEDULE F3: PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS $ e. SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD $ 9. E] SCHEDULE G: POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS $ 10. E-1 SCHEDULE H: PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH $ 11. E] SCHEDULE I: NON-POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS $ 12 ❑SCHEDULE K: INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS RETURNED TO FILER $ Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 MONETARY POLITICAL CONTRIBUTIONS SCHEDULE Al The Instruction Guide explains how to complete this form. 1 Total pages Schedule At: 1 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Rachael Jonrowe 4 Date 5 Full name of contributor ❑ out-of-state PAC (Ion: I 7 Amount of contribution ($) 3-31-17 John Bucy $100.00 ...................................... 6 Contributor address; City; State; Zip Code 11008 Shallow Water, Austin, TX 78717 B Principal occupation / Job title (See Instructions) g Employer (See Instructions) Date Full name of contributor ❑ out-ol-state PAC (IDn: t Amount of contribution ($) 4-1-17 Judy Jennings $100.00 Contributor address; City; State; Zip Code 5327 Bull Run, Austin, TX 78727 Principal occupation / Job title (See Instructions) -T Employer (See Instructions) Date Full name of contributor ❑ cut-of-state PAC (IDN: ) Amount of contribution ($) 4-1-17 Mary Ann Sauls $100.00 Contributor address; City; State; Zip Code 400 Sunset Ridge Georgetown TX 78633 Principal occupation / Job title (See Instructions) Employer (See Instructions) Retired Date Full name of Contributor ❑ out-ol-slate PAC (IDN: 1 Amount of contribution ($) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contributor address; City; State; Zip Code Principal occupation / Job title (See Instructions) Employer (See Instructions) Business Owner ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If contributor is out-of-state PAC, please see instruction guide foradditional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 NON-MONETARY (IN-KWD) POLITICAL CONTRIBUTIONS SCHEDULE A2 The Instruction Guide explains how to complete this form. 1 Total pages Schedule A2: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Rachael Jonrowe 4 TOTAL OF UNITEMIZED IN-KIND POLITICAL CONTRIBUTIONS $ 468.75 5 Date 6 Full name of contributor ❑ out-of-state PAC (ID#- t 8 Amount of 9 In-kind contribution Contribution $ description 4-3-17 Sherwin Cahn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $145.41 Pizza for student 7 Contributor address; City; State; Zip Code - event 908 E University Ave Georgetown TX 78626 ❑Check if travel outside of Texas. Complete Schedule T. 10 Principal occupation / Job title (FOR NONJUDICIAL)(See Instructions) 11 Employer (FOR NON-JUDICIAL)(See Instructions) 12 Contributor's principal occupation (FOR JUDICIAL) 13 Contributor's Job title (FOR JUDICIAL) (See Instructions) 14 Contributor's employerAaw firm (FOR JUDICIAL) 15 Law firm of contributor's spouse (if any) (FOR JUDICIAL) 16 If contributor is a child, law firm of parent(s) (if any) (FOR JUDICIAL) Date Full name of contributor ❑ out-of-etate PAC (IDN: 7 Amount of In-kind contribution Contribution $ description Contributor address; City; State; Zip Code - ❑Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (FOR NON-JUDICIAL) (See Instructions) Employer (FOR NON-JUDICIAL)(See Instructions) Contributor's principal occupation (FOR JUDICIAL) Contributor's job title (FOR JUDICIAL) (See Instructions) Contributor's employer/law firm (FOR JUDICIAL) Law firm of contributor's spouse (if any) (FOR JUDICIAL) If contributor is a child, law firm of parent(s) (if any) (FOR JUDICIAL) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If contributor is out-of-state PAC, please see instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.stale.tx.us Revised 9/8/2015 PLEDGED CONTRIBUTIONS SCHEDULE B 1 Total pages Schedule S: The Instruction Guide explains how to complete this form. 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED PLEDGES $ 5 Date 6 Full name of pledgor ❑ out-of-state PAC pox: t e Amount . 9 In-kind contribution of Pledge $ description . . . . . . . . . . . . . . . . . . . . . . . . 7 Pledgor address; City; State; Zip Code , ❑ Check if travel outside of Texas. Complete Schedule T. 10 Principal occupation / Job title (See Instructions) 11 Employer (See Instructions) Date Full name of pledgor ❑ out -of -stale PAC lips: t Amount - In-kind contribution of Pledge $ description . ........... Pledgor address; City; State; Zip Code ❑ Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of led or p g ❑ out-of-state PAC (Ipp: 1 Amount of , contribution Pledge $ description description ' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Plecigor address; City; State; Zip Code ❑Check it travel outside of Texas. Complete Schedule T. Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of pledgor ❑ out-of-state PAC (ID#: t Amount of In-kind contribution Pledge $ description . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pledgor address; City; State; Zip Code ❑Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (See Instructions) Employer (See Instructions) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED It contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 LOANS SCHEDULE E The Instruction Guide explains how to complete this form. 1 Total pages Schedule E: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED LOANS $ 5 Date of loan 7 Name of lender ❑ out-of-state PAC (ton: I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g Lender address; City; State; Zip Cade 9 Loan Amount ($) 6 Is lender 10 Interest rate a financial Institution? 11 Maturity date Y N 12 Principal occupation / Job title (See Instructions) 13 Employer (See Instructions) 14 Description of Collateral 15 Check if personal funds were deposited into political account (See Instructions) ❑ none ❑ 16 GUARANTOR 17 Nameofguarantor 19 Amount Guaranteed($) INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Guarantor address; City; State; Zip Code ❑ not applicable 20 Principal Occupation (See Instructions) 21 Employer (See Instructions) Date of loan Nameof lencler ❑ out -of -stale PAC poa: I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lender address; City; State; Zip Code Loan Amount ($) Is lender Interest rate a financial Institution? Maturity date Y N Principal occupation / Job title (See Instructions) Employer (See Instructions) Description of Collateral Check if personal funds were deposited into political account (See Instructions) ❑ none ❑ GUARANTOR Name of guarantor Amount Guaranteed (S) INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Guarantor address; City; State; Zip Code ❑ not applicable Principal Occupation (See Instructions) Employer (See Instructions) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED It lender is out-of-state PAC, please see instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursemem Sdicilation/Fundralsing Expense Acraunting/Banking Fees Office Overhead/Rental Expense Transportation Equipment& Related Expense Consulting Expense FoodSoverage Expense Polling Expense Travel In District ConldbuGons/Donations Made By GIItlAwards/Mermrials Expense Priming Expense Travel OutOf District Canditlate/Ofllceholder/PolOical Committee Legal Services SalariesWages/Contract Labor Other (order a category not listed above) Credt Cad payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule F7: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) a J Rachael Jonrowe 4 Date 5 Payee name 4-2-2017 FedEx Office 6 Amount ($) 7 Payee address; City; State; Zip Code 1013 W University Ave, Georgetown, TX 78628 159.35 6 (a) Category (See Categories listed ache lop of this schedule) (b) Description Printing ❑Ch.*ifuavelansidealTexas.ComplemScheduLT. PURPOSE OF ❑ Check if Austin, TX, olliceholder living expense EXPENDITURE 9 Complete ONLY it direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name VistaPrint.com 3-29-2017 Amount ($) Payee address; City; State; Zip Code 300.98 275 Wyman Street, Waltham, MA 02451 Category (See Categories listed at the lop of this schedule) Description ❑Check if travel outside of Texas. Complete Schedule T. PURPOSE printing ❑ OF Check if Austin, TX, olficeholder living expense EXPENDITURE Complete ONLY if direct Candidate /Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name FedEx Office 4-2-2017 Amount ($) Payee address; City; Slate; Zip Code 289.21 1013 W University Ave, Georgetown, TX 78628 Category (See Categories listed at the lop of this schedule) Description ❑ Checklftravel outside of Texas. Complete Schedule T. PURPOSE OF printing and stamps ❑ Check it Austin. TX, Officeholder living expense EXPENDITURE Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OFTHIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 EXPENDITURE CATEGORIES FOR BOX 8(2) Advertising Expense Event Expense Loan Repayment/Heimbursemem Solidlation/Fundraising Expense Accoun&xyElarildng Fees Offices Ovemead/Rental Expense Transportation Pquornema Related Expense Consulting Expense FeotlrBeveraga Expense Polling Expense Travel In District Contributions/Donalions Made By GifsAwards/hilemonals Expense Printing Expense Travel Out Of District Candiciate/Officeholder/Political Committee Legal Services Salarles/Wages/Contrac[ Labor Other tenter a category net listed above) Crede Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule Ft: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Rachael Jonrowe 4 Date 5 Payee name Graphismo 4-5-2017 6 Amount ($) 7 Payee address; City; State; Zip Code 407 E 4th Street, Georgetown, TX 78626 500.00 g (a) Category (See Categories listed of that top of this schedule) (b) Description Graphic Design of Signs ❑Check iftrawithiksMe afTexas Complete Schedule T. PURPOSE OF ❑ Check if Austin. TX. officeholder living expense EXPENDITURE 9 Complete ONLY if direct Candidate /Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Office Depot 4-14-2017 Amount ($) Payee address; City; State; Zip Code 161.89 1013 W. University, Georgetown, TX 78626 Category (See Categories listed at the lop of this schedule) Description FCheckiflraveloulside of Texas. Complete Schedule T. PURPOSE printing OF ❑ Check 11 Austin, TX, officeholder living expense EXPENDITURE Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 4-20-2017 Office Depot Amount ($) Payee address; City; State; Zip Code 259.80 1013 W University Ave, Georgetown, TX 78628 Category (See Categories listed at the top of this schedule) Description ❑ Check if travel outside of Texas. Complete SchedulaT. PURPOSE OF printing ❑ Check It Auelln. TX, officeholder living expense EXPENDITURE Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission wwwsthics.staleAx.us Revised 9/8/2075 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 EXPENDITURE CATEGORIES FOR BOX 6(a) Advertising Expense EventExpense Loan Repaym rdtHehnlwreement SollGlation/Fundrdang Expense Accounfing/Sankig Fees Office Overhead/Rental Expense Transportation Equipment& Related Expense Consulting Expense Foodraeverage Expense Polling Expense Travel In District ComddNons/Dorutiors Made By Gii/Awards/Memodals Expense Printing Expense Travel Out Of District CanditlateCHIlceholder/Political Committee Legal Services Salaries/Wages/Contract Labor Other (enter a category net listed above) CmdtCardPayment The Instruction Guide explains how to complete this form. 7 Total pages Schetlule FI: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 3 Rachael Jonrowe 4 Date 5 Payee name 4-26-2017 Ink Images 4 6 Amount ($) 7 Payee address; City; State; Zip Gods 2280.79 2544 Shell Road, Georgetown, TX 78628 g (a) Category (See Categories listed of the top of this schedule) (b) Description PURPOSE Printing E] Check geavel mudeofT"as. Complete ScheduleT. OF ❑ Check it Austin, TX, officeholder living expense EXPENDITURE 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Williamson County Sun Inc. 4-26-2017 Amount ($) Payee address; City; State; Zip Code 866.25 707 S. Main Street, Georgetown, TX 78626 Category (see Categories listed at the lop of this schedule) Description ❑Check lfgavel outside of Texas. Complete Schedule T. PURPOSE Advertising OF ❑ Check it Austin, TX, officeholder living expense EXPENDITURE Complete ONLY if direct Candidate/ Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code Category(See Categories listed at the tap of this schedule) Description ❑ Check ifpavel oudeideol Texas. Complete Schedule T. PURPOSE OF ❑ Check it Austin. TX, officeholder living expense EXPENDITURE Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 UNPAID INCURRED ®BLICATIOMS SCHEDULE I=2 EXPENDITURE CATEGORIES FOR BOX 10(a) Advertising Expense Event Expense Loan RepaymentReimbursemenl Solicitation/Fundraising Expense AccountirglEankIng Fees Office OvemeadfRomal Expense Transportation Equipment B Related Expense ComulMg Expense FoaYBeverage Expose Polling Expense Travel In District Conldbuuons/Donations Made By Gift/AwardstMemorials Expense Printing Expense Travel Dui Of District Candklale/OKceholder/Political Committee Legal Services Salarles/Wages Contract Labor Other (enter a category net listed above) The Instruction Guide explains how to complete this form. 1 Total pages Schedule F2: 2 FILERNAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED UNPAID INCURRED OBLIGATIONS $ 5 Date 6 Payee name 7 Amount ($) 8 Payee address; City; State; Zip Code 9 TYPE OF EXPENDITURE Political Non -Political 10 (a) Category (See Categories listed at the top of this schedule) (b) Description PURPOSE ❑ Check if travel outsideotTexas. Compleq ScheduleT. OF ❑Cheek it Austin, TX, officeholder living expense EXPENDITURE 11 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code TYPE OF EXPENDITURE L1 Political ❑ Non -Political Category (See Categories listed at the top of this schedule) Description ❑ Check ifiravelwlsideol Texas. Complete Schedule T. PURPOSE OF ❑Check it Austin, TX, officeholder living expense EXPENDITURE Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission wwvv ethics.stale.tx.us Revised 9/8/2075 PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F3 The Instruction Guide explains how to complete this form. 1 Total pages Schedule F3: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Name of person from whom investment is purchased . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Address of person from whom investment is purchased; City; State; Zip Code 7 Description of investment S Amount of investment ($) Date Name of person from whom investment is purchased .......................................................... Address of person from whom investment is purchased; City; Slate; Zip Code Description of investment Amount of investment ($) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 EXPEN®OTi URES MADE BY CREUT CAR® SCHEDULE F4 EXPENDITURE CATEGORIES FOR BOX 10(a) Advertising Expense Evert Expense Loan Repayment/Reimbursemeit Solicilation/Fundralsing Expense Accoundrgr8anking Fees Office OvemeadfRental Expense Transportation Equipment 8 Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District ConldbutionsrDdrelions Made By Gif/AwarG4Memorials Expense Printing Expense TravelOut Ol District Candidate/Officeholder/Political Committee Legal Services SalanesMfages/Conlraet Labor Other (enter a category not listed above) The Instruction Guide explains how to complete this form. 1 Total pages Schedule F4: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTALOF UNITEMIZED EXPENDITURES CHARGED TOACREDIT CARD $ 5 Date 6 Payee name 7 Amount ($) 8 Payee address; City; Slate; Zip Code g TYPE OF EXPENDITURE F-1 Political F-1 Non -Political 10 (8) Category (See Categories listed at the top of this schedule) (b) Description PURPOSE ❑Check if travel outside of Texas. Complete Schedule T. OF ❑Check If Austin. TX, officeholder living expense EXPENDITURE 11 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; Stale; Zip Code TYPE OF EXPENDITURE ❑ Political Non -Political Category (Sae Categories listed at the top of this schedule) Description PURPOSE ❑Check 11 travel outside of Texas Compete Schedule T. OF ❑Check If Austin, TX, officeholder living expense EXPENDITURE Complete ONLY if. direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS SCHEDULE G EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicilmon/Fundraising Expertise AccoundrtgMenkrg Fees Office Overhead/Rental Expense Transportation Equipment& Related Expense Consulting Expense FooNBeverage Expanse Polling Expense Travel In District ConMbutions/Donations Made By GNAward4Memorals Expense Printing Expense Travel Out Of District Cancklate/OHicanolder/Political Committee Legal services Salaries/Wages/Contract Labor Other (enter a category not listed above) CreditCard Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule G: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Payee name 6 Amount ($) 7 Payee address; City; State; Zip Code ❑Reimbursementfom politiralwnlraxutions intended 8 (a) Category (See Categories listed at the lop of this schedule) (b) Description PURPOSE ❑ OF Cherkiitraveloulsideai Texas. Complete Schedule T. EXPENDITURE ❑ Check II Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code ❑Reimbumementhom political contributions intended Category(See Categories listed at the top of this schedule) (b) Description PURPOSE OF Check Ntrevel outside of Texas. Complete Scheduler. EXPENDITURE ❑ Chock it Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code ❑Reimbursememfmm political contributions intencled Category (See Categories listed at the tap of this schedule) (b) Description PURPOSE Chedritlravelau4ddeot Texas. Cemplele Schedule T. OF EXPENDITURE ❑ Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission wvvw.ethics.state.lx.us Revised 9/8/2015 PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH SCHEDULE H EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Fxpense Event Expense Loan RepaymentRelmbursamem SolicitationuFmcmising Expense AcwuntirrgBonMing Fees Office Overhead/Rental Expense Transpodation Equipment & Related Expense Consulting Expense Foodreeverage, Expense Polling Expense Travel In District Conhibutions/Donations Made By GiNAwards/Memonas Expense Printing Expense Travel Out Of District Carcidate/Omceholder/Palifical Committee Legal Services Salaries/Wages/Conracl Labor Other (enter a category not listed above) Credt Card Paymem The Instruction Guide explains how to complete this form. 1 Total pages Schedule H: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Business name 6 Amount ($) 7 Business address; City; State; Zip Code 8 (a) Category (See Categories listed at the top of his schedule) (b) Description PURPOSE ❑ Cherklltrav ImMdeolTum.Complete SchWulaT. OF ❑ Chock If Austin, TX, officeholder living expense EXPENDITURE 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Business name Amount ($) Business address; City; State; Zip Code Category (See Categories listed at the top of this schedule) Description PURPOSE ❑ Check it travel oulsideafTexas. Complete Schedule T. OF EXPENDITURE Check it Austin. TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Business name Amount ($) Business address; City; State; Zip Code Category (See Categories listed at the top of this schedule) Description ❑ Checkilaavel oulsideof texas. Complete Schedule T. PURPOSE OF ❑ Check it Auslin, TX, officeholder living expense EXPENDITURE Complete ONLY If direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised Woletj 10 NON-POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE I The Instruction Guide explains how to complete this form. 1 Total pages Schedule I: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Payee name 6 Amount ($) 7 Payee address; City; State; Zip Code 8 (a)Category (See inslructions for examples of acceptable (b)(Description (See instructions regarding type of information PURPOSE categories.) required.) OF EXPENDITURE Date Payee name Amount ($) Payee address; City: State: Zip Code Category (See instructions for examples of acceptable Description (See instructions regarding type of Inlormation PURPOSE categories.) required.) OF EXPENDITURE Date Payee name Amount ($) Payee address; City: State; Zip Code PURPOSE Category (See instructions for examples of acceptable Description (See instructions regarding type of information OF categories.) required.) EXPENDITURE Date Payee name Amount ($) Payee address; City; State; Zip Code Category (See instructions for examples of acceptable Description (See instructions regarding type of information PURPOSE categories.) required.) OF EXPENDITURE ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/812015 INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS RETURNED TO FILER SCHEDULE K The Instruction Guide explains how to complete this form. 1 Total pages Schedule K: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Name of person from whom amount is received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Address of person from whom amount is received; City; State; Zip Code 8 Amount ($) 7 Purpose for which amount is received Check if political contribution returned to filer Date Name of person from whom amount is received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Address of person from whom amount is received; City; State; Zip Code Amount ($) Purpose for which amount is received Check if political contribution returned to filer Date Name of person from whom amount is received ............................................ Address of person from whom amount is received; City; Stale; Zip Code Amount($) Purpose for which amount is received ❑ Check if pouiicat contribution returned to filer Date Name of person from whom amount is received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Address of person from whom amount is received; City; State; Zip Code Amount ($) Purpose for which amount is received Check if political contribution returned to filer ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 IN-KIND CONTRIBUTIONS OR POLITICAL EXPENDITURES FOR TRAVEL OUTSIDE OF TEXAS SCHEDULE T The Instruction Guide explains how to complete this form. 1 Total pages Schedule T: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Name of Contributor / Corporation or Labor Organization/ Pledgor / Payee 5 Contribution / Expenditure reported on: ❑ Schedule A2 ❑ Schedule B ❑ Schedule B(J) ❑ Schedule C2 ❑ Schedule D ❑ Schedule F1 [-]Schedule F2 ❑ Schedule F4 ❑ Schedule G ❑ Schedule H ❑ Schedule COH-UC ❑ Schedule B -SS 6 Dates of travel 7 Name of person(s) traveling B Departure city or name of departure location 9 Destination city or name of destination location 10 Means of transportation 11 Purpose of travel (including name of conference, seminar, or other event) Name of Contributor / Corporation or Labor Organization / Pledgor / Payee Contribution / Expenditure reported on: ❑ Schedule A2 ❑ Schedule B ❑ Schedule S(J) ❑ Schedule C2 ❑ Schedule D ❑ Schedule F1 ❑Schedule F2 ❑ Schedule F4 ❑ Schedule G ❑ Schedule H ❑ Schedule COH-UC ❑ Schedule B -SS Dates of travel Name of persons) traveling Departure city or name of departure location Destination city or name of destination location Means of transportation Purpose of travel (including name of conference, seminar, or other event) Name of Contributor / Corporation or Labor Organization / Pledgor / Payee Contribution / Expenditure reported on: ❑ Schedule A2 [-]Schedule B ❑ Schedule B(J) ❑ Schedule C2 ❑ Schedule D ❑ Schedule F1 [-]Schedule F2 ❑ Schedule F4 ❑ Schedule G ❑ Schedule H ❑ Schedule COH-uC ❑ Schedule B -SS Dates of travel Name of person(s) traveling Departure city or name of departure location Destination city or name of destination location Means of transportation Purpose of travel (including name of conference, seminar, or other event) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015 CAda2'MDATE/ OFFiCEHOLDFR REPORT: DESIG iNATRON OF MNAL REPORT FORM C/OH — FR The Instruction Guide explains how to complete this form. •• Complete only if "Report Type" on page 1 is marked "Final Report' •- 1 C/OH NAME 2 Filer ID (Ethics Commission Filers) 3 SIGNATURE I do not expect any further political contributions or political expenditures in connection with my candidacy. I understand that designat- ing a report as a final report terminates my campaign treasurer appointment. I also understand that I may not accept any campaign contributions or make any campaign expenditures without a campaign treasurer appointment on file. Signature of Candidate / Officeholder 4 FILER WHO IS NOT AN OFFICEHOLDER •• Complete A& B below only it you are not an officeholder. •• A. CAMPAIGNFUNDS Check only one: 0 I do not have unexpended contributions or unexpended interest or income earned from political contributions. I have unexpended contributions or unexpended interest or income earned from political contributions. I understand that I may not convert unexpended political contributions or unexpended interest or income earned on political contributions to personal use. I also understand that I must file an annual report of unexpended contributions and that I may not retain unexpended contributions or unexpended interest or income earned on political contributions longer than six years after filing this final report. Further, I understand that I must dispose of unexpended political contributions and unexpended interest or income earned on political contributions in accordance with the requirements of Election Code, § 254.204. B. ASSETS Check only one: 0 I do not retain assets purchased with political contributions or interest or other income from political contributions. F-1 I do retain assets purchased with political contributions or interest or other income from political contributions. I understand that I may not convert assets purchased with political contributions or interest or other income from political contributions to personal use. I also understand that I must dispose of assets purchased with political contributions in accordance with the requirements of Election Code, § 254.204. Signature of Candidate 5 OFFICEHOLDER -• Complete this section only if you are an officeholder -- F__J I am aware that I remain subject to filing requirements applicable to an officeholder who does not have a campaign treasurer on file. I am also aware that I will be required to file reports of unexpended contributions if, after filing the last required report as an officeholder, I retain political contributions, interest or other income from political contributions, or assets purchased with politi- cal contributions or interest or other income from political contributions. Signature of Officeholder Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015