HomeMy WebLinkAboutContributions and Expenditure Statements-Campaign Finance Reports & Filings-Kathy Wheat -4/28/2017CANDIDATE / OFFICEHOLDER FORM C/OH
CAMPAIGN FINANCE REPORT COVER SHEET PG 1
The C/OH Instruction Guide explains how to complete this form.
1 Filer ID (Ethics Commission Filers)
2 Total pages tiled:
8
3 CANDIDATE/
OFFICEHOLDER
MS/MRS/MR FIRST MI
Mrs. Kathy
OFFICE USE ONLY
NAME
NICKNAME LAST SUFFIX
Wheat
D
Ed
L
_ F�
E NW
4 CANDIDATE /
OFFICEHOLDERMAILIN
ADDR SS
ADDRESS / PO BOX; APT / SUITE #; CITY; STATE; ZIP CODE
206 Colden Court, Colleyville, TX 76034
APR 28 2017
CITY SECRETARY'S OFFIC
0 Change 01 Address
5 CANDIDATE/
AREA 5000 PHONE NUMBER EXTENSION
OFFICEHOLDER
PHONE
415 218-4930
( -)
Date Hand-deliyered or Dale Postmarked\
6 CAMPAIGN
TREASURER
MS / MRS / MR FIRST MI
Mr. Stephen
Receipt #
Amount$
NAME
NICKNAME LAST SUFFIX
Date Processed
W a Ite ns
Date Imaged
7 CAMPAIGN
TREASURER
ADDRESS
(Residence or Business)
STREET ADDRESS (NO PO BOX PLEASE); APT / SUITE #; CITY; STATE; ZIP CODE
716 Duns Tew Path, Colleyville, TX 76034
8 CAMPAIGN
TREASURER
PHONE
AREA CODE PHONE NUMBER EXTENSION
� 501 ) 773-44788
9 REPORT TYPE
I January 15 n 30th clay before election I I Runoff I I 15th day after campaign
treasurer appointment
(Officeholder Only)
pi July 15 IX I 8th day before election ❑ Exceeded $500 limit I I Final Report (Attach C/OH - FR)
10 PERIOD
COVERED
Month Day Year Month Day Year
4 / 5 / 2017 THROUGH 4 / 27 / 2017
11 ELECTION
ELECTION DATE
Month Day Year
5/ 6 /2017
III
Primary Runoff
General El Special
ELECTION
.
TYPE
Other
Description
12 OFFICE
OFFICE HELD (il any)
13 OFFICE SOUGHT (if known)
Colleyville City Council, Place 3
GO TO PAGE 2
Forms provided by Texas Ethics Commission
www.eth ics. state.tx. us
Revised 9/8/2015
rite
CANDIDATE / OFFICEHOLDER FORM C/OH
CAMPAIGN FINANCE REPORT COVER SHEET PG 2
14 C/OH NAME
Kathy Wheat
15 Filer ID (Ethics Commission Filers)
16
NOTICE FROM
POLITICAL
COMMITTEE(S)
Additional Pages
THIS BOX IS FOR NOTICE OF POLITICAL CONTRIBUTIONS ACCEPTED OR POLITICAL EXPENDITURES MADE BY POLITICAL COMMITTEES TO
SUPPORT THE CANDIDATE/OFFICEHOLDER. THESE EXPENDITURES MAY HAVE BEEN MADE WITHOUT THE CANDIDATES OR OFFICEHOLDERS
KNOWLEDGE OR CONSENT. CANDIDATES AND OFFICEHOLDERS ARE REQUIRED TO REPORT THIS INFORMATION ONLY IF THEY RECEIVE NOTICE
OF SUCH EXPENDITURES.
COMMITTEE TYPE
0 GENERAL
SPECIFIC
COMMITTEE NAME
COMMITTEE ADDRESS
COMMITTEE CAMPAIGN TREASURER NAME
•
COMMITTEE CAMPAIGN TREASURER ADDRESS
17 CONTRIBUTION
TOTALS
1, TOTAL POLITICAL CONTRIBUTIONS OF $50 OR LESS (OTHER THAN
PLEDGES, LOANS, OR GUARANTEES OF LOANS), UNLESS ITEMIZED
$ 100.00
2. TOTAL POLITICAL CONTRIBUTIONS
(OTHER THAN PLEDGES, LOANS, OR GUARANTEES OF LOANS)
$ 3,900.00
EXPENDITURE
TOTALS
3. TOTAL POLITICAL EXPENDITURES OF $100 OR LESS,
UNLESS ITEMIZED
$ 212.76
4. TOTAL POLITICAL EXPENDITURES
$ 3,110.53
CONTRIBUTION
BALANCE
5. TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE LAST DAY
OF REPORTING PERIOD
$ 4,163.02
OUTSTANDING
LOAN TOTALS
6. TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE
LAST DAY OF THE REPORTING PERIOD
$ 1,000.00
18
AFFIDAVIT
I swear, or affirm, under penalty of
true and correct and includes all information
under Title 15 . ection Code.
_ i/1
fi� Ai" /��
perjury, that the accompanying report is
required to be reported by me
Sworn
•a
Amy Shelley
Stateatery
of Texas
Exp. 12(02/19.
ID# 12476110-5
YPOF My Comm.
Signature oa Candidate
J
V' f, ���I
tt
A 444 .1 Whitt
or Officeholder
c
this the aO
Notary
AFFIX NOTARY STAMP/ SEALABOVE
to and subscribed before me, by
of't 20 (1— to
the said
certify
which, witness my hand and seal of office.
Stullti
Sc
,‘
Signe of officer � inistering oath P me ame of oflidministering oath Title of officer administer' oath
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
Kathy Wheat
20 Filer ID (Ethics Commission Filers)
21
SCHEDULE SUBTOTALS
NAME OF SCHEDULE
SUBTOTAL
AMOUNT
1.
X
SCHEDULE AI: MONETARY POLITICAL CONTRIBUTIONS
$ 3,900.00
2.
SCHEDULE A2: NON -MONETARY (IN-KIND) POLITICAL CONTRIBUTIONS
$
3.
I
SCHEDULE B: PLEDGED CONTRIBUTIONS
$
4.
SCHEDULE E: LOANS
$
5.
X
SCHEDULE F1: POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS
$ 3,110.53
8.
SCHEDULE F2: UNPAID INCURRED OBLIGATIONS
$
7.
SCHEDULE F3: PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS
$
8.
SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD
$
9.
SCHEDULE G: POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS
$
10.
SCHEDULE H: PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH
$
11.
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 AI: 2
2 FILER NAME
Kathy Wheat
3 Filer ID (Ethics Commission Filers)
4 Date
4/7/2017
5 Full name of contributor 0 oul-of-siale PAC
Sean Moore
6 Contributor address; .its; State;
6206 L.D. Lockett, Colleyville,
(IDe: I
7 Amount of contribution
$500.00
($)
Zip Code
TX 76034
8 Principal occupation / Job title (See Instructions)
9 Employer (See Instructions)
Date
4/10/17
Full name of contributor 0 out-of-state PAC
David Maserang
Contributor address; City; State;
203 QuiIlin Ct, Colleyville,
(ID#: )
Amount of contribution
$250.00
($)
Zip c
TX 76034
Principal occupation / Job title (See Instructions)
Employer (See Instructions)
Date
4/12/17
0 out-ol-slate PAC
Kelye Stites
Contributor address; City; State;
4501 Bowman Dr, Colleyville,
(ID//: )
Amount of contribution
$1,000.00
($)
Zip Code
TX 76034
Principal occupation / Job title (See Instructions)
Employer (See instructions)
Date
4/14/17
0 out-of-state PAC
Jeremy Hankins
City; State;
5816 Chalford Common, Colleyville,
(IDp: )
Amount of contribution
$200.00
($)
Zip Code
TX 76034
Principal occupation / Job title (See Instructions)
Employer (See Instructions)
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.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 Al:
2
2 FILER NAME
Kathy Wheat
3 Filer ID (Ethics Commission Filers)
4 Date
4/14/17
5 Full name of contributor 0 out-of-state PAC
Paul Tolstyga
6 Contributor address; City; State;
733 Bandit Trail, Keller, TX 76034
(ID#: )
7 Amount of contribution
$1,000.00
($)
Zip Code
S Principal occupation / Job title (See Instructions)
9 Employer (See Instructions)
Date
4/22/17
Full name of contributor 0 out-of-state PAC
Sean Moore
Contributor address; City; State;
6206 L.D. Lockett, Colleyville,
(IDB: )
Amount of contribution
$500.00
($)
Zip Code
TX 76034
Principal occupation / Job title (See Instructions)
Employer (See Instructions)
Date
4/27/17
Full name of contributor ❑ out-of-state PAC
Carolin Namy
Contributor address; City; State;
4520 Westbury Drive, Colleyville,
(IDB: 1
Amount of contribution
$250.00
($)
Zip Code
TX 76034
Principal occupation / Job title (See Instructions)
Employer (See Instructions)
Date
4/27/17
Full name of contributor 0 out-of-state PAC
Mary Jo and John Lee
Contributor address; City; State;
3216 SE Baypoint Dr, Vancouver,
(IDB: )
Amount of contribution
$100.00
($)
Zip Code
WA 98683
Principal occupation / Job title (See Instructions)
Employer (See Instructions)
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.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/Relmbursement SolicitatioNFunclraising Expense
Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense
Consulting Expense Food/Beverage Expense Polling Expense Travel In District
Contributions/Donations Made By GiWAwards/Memorials Expense Printing Expense Travel Out Of District
Candidate/Officeholder/Political Committee Legal Services Salaries/VVages/Contract Labor Other (enter a category not isted above)
CreditCard Payment
The Instruction Guide explains how to complete this form.
1 Total pages Schedule F1:
3
2 FILER NAME
Kathy Wheat
3 Filer ID (Ethics Commission Filers)
4 Date
4/10/2017
5 Payee name
Vistaprint
6 Amount ($)
$179.47
7 Payee address; City; State; Zip Code
www.vistaprint.com
8
PURPOSE
OF
EXPENDITURE
(a) Category (See Categories listed al the lop of this schedule)
PrintingExpense
p
(b) Description Push cards
❑ Check it travel outside of Texas. Complete Schedule T
I I Check if Austin, TX, officeholder living expense
9 Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date
4/12/2017
Payee name
Christine Welborn
Amount ($)
$150.00
Payee address; City; State; Zip Code
8700 Scenic Green Circle #12107, Fort Worth, TX 76244
PURPOSE
OF
EXPENDITURE
Category (See Categories listed at the top of this schedule)
Polling Expense
Description Canvassing
I Check if travel outside of Texas. Complete Schedule T.
I I Check if Austin, TX, officeholder living expense
Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date
4/23/2017
Payee name
Print Place
Amount ($)
$428.98
Payee address; City; State; Zip Code
www.printplace.com
PURPOSE
OF
EXPENDITURE
Category (See Categories listed at the top of this schedule)
Printing Expense
Description Mailer
❑ Check if travel outside of Texas. Completeschedule T.
Check if Austin, TX, of living expense
Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit 0/01-1
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Forms provided by Texas Ethics Commission
www.eth ics.state.tx. u s
Revised 9/8/2015
POLITICAL EXPENDITURES MADE
FROM POLITICAL CONTRIBUTIONS SCHEDULE F1
EXPENDITURE CATEGORIES FOR BOX 8(a)
Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense
Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense
Consulting Expense Food/Beverage Expense Polling Expense Travel In District
Contributions/Donatons Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District
Candidate/Officeholder/Political Committee Legal Services SalariesMlages/Conlract Labor Other (enter a category not listed above)
CredilCard Payment
The Instruction Guide explains how to complete This form.
1 Total pages Schedule F1:
3
2 FILER NAME
Kathy Wheat
3 Filer ID (Ethics Commission Filers)
4 Date
4/24/17
5 Payee name
FedEx Office
6 Amount ($)
$151.53
7 Payee address; City; State; Zip Code
5615 Colleyville Blvd, Colleyville, TX 76034
8
PURPOSE
OF
EXPENDITURE
(a) Category (See Categories listed at the top of this schedule)
Printing Expense
(b) Description Poster
1 Check if travel outside of Texas. Complete Schedule T.
1 I Check if Austin, TX, officeholder living expense
9 Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit 0/01-1
Date
Payee name
The Freedman Company
Amount ($)
$1,383.91
Payee address; City; State; Zip Code
951 W Pipeline Road #444, Hurst, TX 76053
PURPOSE
OF
EXPENDITURE
Category (See Categories lisled atthetopofthis schedule)
Advertising Expense
Description Postage
1 I Check if travel outside of Texas. Complete Scheduler
1 Check if Austin, TX, officeholder living expense
Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date
4/27/2017
Payee name
Local News Only
Amount ($)
$225.00
Payee address; City; State; Zip Code
1900 Industrial Blvd, Suit 200, Colleyville, TX 76034
PURPOSE
OF
EXPENDITURE
Category (See Categories listed at the top of this schedule)
Advertising Expense
Description Online Newspaper Ad
1 Check if travel outside of Texas. CompleteSchedule T.
1 I Check if Austin, TX, officeholder living expense
Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit 0/01-1
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Forms provided by Texas Ethics Commission
www.ethics.state.tx.us
Revised 9/8/2015
POLITICAL EXPENDITURES MADE
FROM POLITICAL CONTRIBUTIONS SCHEDULE F1
EXPENDITURE CATEGORIES FOR BOX 8(a)
Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense
Accounting/Banking Fees OfficeOverheacvRental Expense Transportation Equipment& Related Expense
Consulting Expense Food/Beverage Expense Polling Expense Travel In District
Conbibutions/Donations Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District
Candidate/Officeholder/Political Committee Legal Services Salariesiwages/Contract Labor Other (enter a category not listed above)
Credit Card Payment
The Instruction Guide explains how to complete this form.
1 Total pages Schedule FI:
3
2 FILER NAME
Kathy Wheat
3 Filer ID (Ethics Commission Filers)
4 Date
4/19/17
5 Payee name
Proforma Select
6 Amount ($)
$378.88
7 Payee address; City; State; Zip Code
P.O. Box 640814, Cincinnati, OH 45264
8
PURPOSE
OF
EXPENDITURE
(a) Category (See Categories listed at the top of this schedule)
Advertising Expense
(b) Description T Shirts
I I Check it travel outside of Texas. Complete Schedule T.
❑ Check if Austin, TX, officeholder living expense
9 Complete ONLY if direct
Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date
Payee name
Amount ($)
Payee address; City; State; Zip Code
PURPOSE
OF
EXPENDITURE
Category (See Categories listed at the top of this schedule)
Description
❑ Check it travel outside of Texas. Complete Scheduler
1 I Check if Austin, TX, off lceholder 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
PURPOSE
OF
EXPENDITURE
Category (See Categories listed at the top of this schedule)
Description
1 1 Check it travel outide ofTexes. Complete Schedule T.
❑ 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
www.ethics.state.tx.us
Revised 9/8/2015