HomeMy WebLinkAboutContributions and Expenditure Statements-Campaign Finance Reports & Filings-07/18/2017CANDIDATE / OFFICEHOLDER FORM C/OH
CAMPAIGN FINANCE REPORT COVER SHEET PG 1
� 1 Filer ID (EthicsCommisvonFilers) 2 Totel pages �iletl:
The C/OH Inshuctlon Gulde explains how to compleM th�s form. 6
3 CANDIDATE/ MS/MRS/MH FlFST MI
OFFICEHOLDER OFFICE USE ONLY
NAME Mrs. Kathy
. . . . . . . . . . . . . . . . . . . . . Date Received
. . . . . . . . . . . . . . .
NICIQJAME LAST SUFFlX
Wheat ��LL � ��
4 CANDIDATE / ADDPESS / PO BOX; APT / SUITE #; CITV; STATE; ZIP CODE '� �
OFFICEHOLDER . JUL 18 zO��
ADDR ss 206 Colden Court, Colleyville, TX 76034 CITY SECRETARY'S OFFICE
� Change of Address
5 CANDIDATE/ AREA CODE PHONE Nl1MeER EXTENSION
OFFICEHOLDER oa�e ya�ds�varsqo� oa� sr a
PHONE � 415 ) 218-4930 � i .�
6 CAMPAIGN MS/MRSlMR FIRST MI ReceiptN Amun
TREASURER
NAME Mr. ,,,,, StP.Ve Date Processetl
NICIWAME LAST SUFFI%
Waltens Date Imaged
7 CAMPAIGN STF7EEf ADDRESS (NO PO BO% PLEAS�; APT / SUIlE #; CIT/; STATE; ZIP COUE
TREASURER
ADDRESS
(Residence or susiness) 716 DU�S T2W PBth, C0112yVill2, TX 76034
8 CAMPAIGN AAFf+ CO�E PHONE NUMBER EXTENSION
TREASURER
PHONE � 501 ) 773-4478
8 REPORTTYPE
� January 75 � 301h day before election � RunoX � 151h tlay atter campaign
treasurer appoiMmeM
(Ofliceholder Only)
� July 15 � 8th day before eleqion ����� 55001imit � final Report (Attach ClOH - FR)
70 PERIOD Monih Day Yea� Monih Day Vear
COVERED 4� pg � 2017 7� 13 � 2017
THflOUGH
'N ELECTION ELECTION DATE ELECTION TYPE
Mon�h Day Year ❑�mary � flunali � Other
Description
/ / � General � Special
12 OFFICE OFFICE HELD (tl any) Y3 OFFICE SOUGHT pf Wpwn)
Colleyville City Council, Place 3
GO TO PAGE 2
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015
CANDIDATE / OFFICEHOLDER FORM C/OH
CAMPAIGN FINANCE REPORT COVER SHEET PG 2
__ _ _
Y4 C/OH NAME 15 Filer ID (Ethics Commission Filers)
Kathy Wheat
�6 NOTICE FROM THIS BOX I6 FOP NOTICE OF POIIfICAI CONfPIBU110N3 ACCEWfED OX POIITICAL IXPENDITUHES MFOE BY POLRICAL CAMMITfEES TO
POLITICAL SWPOflTh1ECAlHIIUATE/OFFICEHOIDEH. TNESEEXPENDl1(/RESMAYHAVfBEENMAOEWRHOU(lHECANMOATESOAOFF/CEHOLDEflS
COMMITTEE(S) KNOWLEpGEORCONSEM. CANOIDATES AND OFFICEHOLDERS ApE flEQUIpED TO pEP011T 7HIS INFOflMATON ONLY IF THEY HECEIVE NOiICE
oF sucH szvaoiTunEs.
COMMITTEE TVPE COMMITTEE NAME
�GENERAL
COMMITTEE ADDRESS
�SPECIFIC
COMMITTEE CAMPAIGN TREASUFER NAME
� Adddional Pages
COMMITTEE CAMPAIGN TREASURER ADDRESS
17 CONTRIBUTION �, TOTAL POLITICAL CONTRIBUTIONS OF $50 OR LESS (OTHER THAN
TOTALS PLE�GES, LOANS, OR GUARANTEES OF LOANS), UNLESS ITEMIZED $ O.00
2. TOTALPOLITICALCONTRIBUTIONS
(OTHER THAN PLEDGES, LOANS, OR GUARANTEES OF LOANS) $ 7,237.00
EXPENDITURE 3. TOTAL POLITICAL EXPENDITUHES OF $700 OR LESS,
TOTALS UNLESS ITEMIZED $ 141.90 �
4. TOTAL POLITICAL EXPENDITURES $ 2,407.94
CONTRIBUTION 5. TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE LAST DAY
BALANCE OF REPORTINO PERIOD $ 1�998•�5
OUTSTANDING 6. TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE
LOAN TOTALS LAST DAY OF THE FlEPORTING PERIOD $ O.00
Y8 AFFIDAVIT
I swear, or affirm, under penalty of perjury, that the accompanying report is
Artly Sh6119y �+e and correct d includes all information required to be reported by me
NotaryPubtic underTitle 5 lection ode.
" * State of TeXas '
"4 oF,�'� My Comm. Exp.12/02/18
Notary ID# 1247611aS
Signat re of Candidate or Officeholder
AFFIX NOTARYSTAMP/SEALABOV E
Swom to a`nd subscribed before me, by the said � s�h ��{i(.� , this the �� � �
a of Cl� 20,�, to certify which, witnes y hand and seal of office.
S�.�t l
Sig t e of officer a nistering oath Printed na of officer admi ' ering oath Title of o icer administerin ath
Forms orovided bv Texas Ethics Commission www.ethics.state.tx.us Revised 9l8/2015
SUBTOTALS - C/OH FORM C/OH
COVER SHEET PG 3
19 FILER NAME 20 Filer ID (Ethics Commission Filers)
Kathy Wheat
21 SCHEDULESUBTOTALS SUBTOTAL
NAMEOFSCHEDULE AMOUNT
1� � SCHEDULEA7: MONETARVPOLITICALCONTRIBUTIONS $ �,Z.37.O0
2� � SCHEDULEA2: NON-MONETARV (IN-KIND) POLITICALCONTRIBUTIONS $
3� � SCHEDULE 6: PLEDGED CONTRIBUTIONS $
4. � SCHEDULE E: LOANS $
5� � SCHEDULE F7: POLITICAL EXPENDiTURES MADE FROM POLITICAL CONTRIBUTIONS $ 2,407.94
s� � SCHEDULE F2: UNPAID INCURRED OBLIGATIONS $
�� � SCHEDULE F3: PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS $
8� � SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD $
� 9� � SCHEDULE G: POLITICAL EXPENDITURES MA�E FROM PERSONAL FUNDS $
��� � SCHEDULE H: PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH $
�y� � SCHEDULEI: NON-POLITICALEXPENDITURESMADEFROMPOLITICALCONTRIBUTIONS $
12. ❑SCHEDULE K: INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS $
RETURNED TO FILER
Forms provided by Texas Ethics Commission www.ethics.state.bc.us Revised 9!8/2015
MONETARY POLITICAL CONTRIBUTIONS SCHEDULE A1
The Instruction Gulde explalns how to complete this form. 1 ro�al pages Schedule Ay: 1
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
Kathy Wheat
4 Date 5 Full name of contribumr ($)
❑ ouMof-staie PAC (IOIF: ) 7.4mount of contribution
Paul Tolsty�
6 Contributor addres City; State; ZipCode 1,000.��
733 Bandit Trail, Keller, TX 76034
8 Principal occupation / Job title (See Instructians) 9 Employer (See Insiructions)
Date Full name of contributor ❑ out-of-state PAC p0#: � qmount of contribution ($)
� eor9e Dodson Campaic�n
Contributor address; City; sYaca; z�P coaa 237.00
7309 6al IJ�oral Drive, Colleyville, TX 76034
Principal occupallon / Job title (See Instructions) Employer (See Instructions)
Date Full name of contri6utor ❑ out-of-state PAC pD7t: 1 qmount of wntribution ($)
Contributor address; City; SYate; Zip Code
Principal occupation / Job title (See Instructlons) Employer (Sae Instructions)
Date Full name of contributor � out-ot-state PAC (IDn: i Amount of contribution ($)
Contributor address; City; SMate; Zip Code
Principal occupation / Job titla (See Instructions) Employer (See Instructlons)
A7TACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
If wntributor Is out-of-staM PAC, please see Instruction guide for additional reporting requlremenis.
Forms provided by Texas Ethics Commission www.ethics.state.bc.us Revised 9/8/2015
POLITICAL EXPENDITURES MADE
FROM POLITICAL CONTRIBUTIONS SCHEDULE F1
EXPENDITURE CATEGORIES FOR BOX8(a)
Ativertlsing Expense EventExpense LoanfdepaymerNFeimbursernent SolidlatioNFundraisingE�pensa
Acmundng/Barikirg Fees OfficeOverhead/RentalE�tpense hansporbtbnEquipme�rt&RelatedE�.vrse
CorsWtlnt�E�ense Foo�ll6evemge5q�ense Polli�gExpense TravellnDistrict
Coritrbutions�Da�tronsMatleBy GMVAwards/MertrorialsE�ense PrirRingE�yeree TravelOu[OfDistric[
Canditlate/Otticeholder/PoliticalCommit[ee LegalServices SalarievWeges�Coritrac[Labor Olher(e�rteracategorynotlistedabove)
CreNlCard PaymeM
The Instruetion Guide explains how to �omplete this form,
1 Tota� pages Schedule Ft: 2 FILER NAME 3 Filer ID (Ethics Commission Filers)
2 Kathy Wheat
4 Date 5 Payee name
5 7 2017 L,.T.D. Strat ies, LLC
6 Amount ($) 7 Payee address; City; State; Zip Code
1,025.00 201 Main Street, Suite 600, �ort Worth, TX 76102
g (a) Category (SeaCategorieslistetlaHhempofWsuhadule) (b) Description
PURPOSE ❑ ChedciltraveloulSdeMTews.CompleteSchetlileT.
OF ❑ Check'rf Austin, T%, ofliceMlder livtrg expense
EXPENDRURE Pollin9 Cr�ense
Phone an in
9 Camplete ONLY if direct Candidate /Officeholder name Office sought Office held
expenditure to benefR C/OH
Date Payae name
5 s 2017 (Led Barn �jar-�j-j�uue
Amount ($) Payee address; City; State; Zip Code
382.81 4913 Colleyville Ivd, Colieyville, TX 76034
Category (SeeCategoriaslistedatlhetopoHhisuhedWe) DeSCfiption
PURPOSE ❑ CheckiftravaJaubltleof7exas.CompleteSr.hetlJei
OF ❑ Check M Ausbn, TX, oMiceFwlder Iivirg expense
EXPENDITURE � ood 4�vera qe Lxpense
�l � ood for staff and volunteers
Complete QNLY'rf direct Candidate / Officeholder name Office sought Office held
expenditure to benefit ClOH
Date Payee name
5 7 2017 B randon Waltens
Amount ($) Payee adtlress; City; State; Zip Code
12221 Chelsea Glen Place, �ustin, TX 78753
CatOgOry (SeeCategorieslis�edatlhetapofihisschetlule) D65CI'Iptiotl
PURPOSE ❑ Chedc'rftravtlau6ldeofTrxas. CompleteSchedJeT.
OF ❑ Check if Austin, TX, oificeholtler Iivfng ezpensa
EXPENDITURE Consultin �pense
9 Political Consultant
Complete ONLY if direct Candidate / OHiceholder name Oflice sought Office held
expenditure to benefit C/OH
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 9/8/2015
POLITICAL EXPENDITURES MADE
FROM POLITICAL CONTRIBUTIONS SCHEDULE F1
EXPENDITURE CATEGORIES FOR BOX 8(a)
Advertlsing Expense EverrtF�cpense LoanRepaymerd/Relmbuisematd Solicilation/FuntlraisirgExpense
Aca�uritingBanki�g Fees OfficeOverhearl/Ren[e1F�errse TranspoRationFAu�meirt&RelatedE�ense
Coreid[irgE�ense Food�Baver�eF�ense PollingE�erise TravellnDishf�
CorHrbutiorWDoretionsMatleBy G9t/AwaMs�MemorialsExpeme PrirRin9E�ense TravelOu[OfDistrict
Candidate/OffioeholtletlPollllcalCommittee LegalServices SalailesNJ�qes/COMrac[Labor Other(errteracetegorynotlistedabove)
Qetti[CardPaymad
The Instruction Guide explaina how to complete thia form.
Y Total pages Schedule F7: 2 FILER NAME 3 Filer ID (Ethics Commission Filers)
2 Kathy Wheat
4 Date 5 Payee name
5/5/2017 Dick's Sporting Goods
6 Amount ($) 7 Payee address; Ciry; S[ate; Zip Code
$108.23
$ (d) Ca[egory (SeeCa[egorieslisiMatihetopofihisschedule) (b) Description
PURPOSE ❑ ChedciftravHouGideoiTeras.CompleteschetluleT.
OF ❑ Check if Austin, TX, oXiceiwltler IWing ezpense
EXPENDRURE Event ExpenSe
Tents for Polling Place
9CompleteOL ifdirect Candidate/Officeholdername Officesought Officeheld
ezpenddure to benefit C/OH
Date Payee name
5/8/2017 Christine Welborn
Amount ($) Payee address; City; State; 2ip Coda
$250.00 8700 Scenic Green Circie #12107, Fort Worth, TX 76244
Category (SeeCategorieslistedauheropmwsschedule) Description
PURPOSE ❑ CJieckMVavelou�irkolTarasComplete5chetl�ieT.
OF ❑ Check Ii Austln, 7X, oflicetrohler livirg exPense
EXPENDRURE Poilin Ex enSe
9 P Canvassing
Complete OIJLY if direct Candidate / Officeholder name Offica sought Office held
expenditure to benefit C/OH
Date Payee name
Amount ($) Payee address; City; S[ate; Zip Code �
Category (SeeCaregorieslistedatihetopoiWsschetlule) DBSc�Ip[ion
PURPOSE ❑ ChedcRtravelatlsideolTezas.ComDleteScheduleT.
OF ❑ Check I� Austin, T%, officeholder living expense
EXPENDRURE
Camplete 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