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Home My WebLink AboutPC2018-05 - Gerry Friedel for Town Council - 2018 Second Quarter ReportCOMMITTEE INFORMATION (required): Committee Information: STATE OF ARIZONA COMMITCEE ID NUMBER COMMITTEE CAMPAIGN PC2018-0 'rJ FINANCE REPORT • f Committee Name: Gerry Friedel 0%- 0 9-1 � A 1 1: 4 7 R C V Il ��.� � CANDIDATE INFORMATION (only if filing as a candidate committee): � Office Sought. ❑ Statewide Office: ❑ County Office: --- --- - -- - REPORTING PERIOD (check one): ❑ State Legislature: � B CitylTown Office: Town Council I� I� �� REPORTING PERIOD 2016 4`h Quarter Report: October 28, 2016 to December 31, 2016 l 2017 Mareh Pre-Election Report {Local Oniy): January 1, 2017 ta February 25, 2097 February 26, 2Q1i to March 4, 2(l17 � �Apr{I 1, 2017 to Aprit 15, 2017 � April 1, 2017 to April 15, 2017 I l Apfi13Q , 2017 to May 6, 2p1i I � July 9, 20'17 to July 15. 2017 I 2R1 � 1�� Qwarter �tepark {LoCal pnly}; �'ebruary 26, 2017 to March 81, 2017 I� 2017 1�`Quarter Report: January 1, 2017 to March 31, 2017 I� 2017 May Pre-Electinn Report (Local Oniy}: April 1, 2Q17 to April 29, 2017 I� 20'!7 2nd Quarter Report (Local Ontyj: Aprii 30, 2017 to June 3Q, 2017 (�I 2017 2ntl Quarter Report: April 1, 2017 to June 30, 2017 � ` 2417 August Pre-Election Report (Loeal On1y): July '[, 2017 to August ?2, 2#J17 I ��I 2Q47 3`d Quarter Repot# (Lacal Onty): August 13, 2017 ta September 30, 2q17 I 2017 3rd Quarter Report: July 1, 2017 to September 30, 2017 'ii �I 2017 Q�tobar Pre-Elsction Repork (l.ocal 4nly): Qctober 1, 2017 to Octobsr 21, 2017 I, � 2017 4�" Quarker Report (Locai qnly}: Octolyer 22, 2(317 to December 31, 2U97 I�I 2017 4"' Quarter Report: October 1, 2017 to December 31, 2017 (�I 2018 March Pre-Election Report (Locai Only}: January 1, 2098 #o February 24, 2018 � 2018 1" Quarter ftepert (Locai Only): February 25, 2018 to March 31, 2018 � 20'S 1�`Quarter Report: January 1, 2018 to March 31, 2018 ' I�� ?018 May Pre-Election Report (Loca1 Only}: April 1, 20�8 to Apri128, 2d18 � � 2018 2`� Quarter Repart (Lac.�l ONy): April 29, 2018 to Jun�a 3d, 2018 �I 2018 2nd Quarter Report: April 1, 2018 to June 30, 2018 ' I�I 2018 August Pre-Election Report: July 1, 2018 to August 11, 2018 I�I 2018 3`d Quarter Report: August 12, 2018 to September 30, 2018 � 2018 October Pre-Election Report: October 1, 2018 to October 20, 2018 I� I� 2018 4`" Quarter Report: October 21, 2018 to December 31, 2018 � Final Campaign Finance Report Prior to Committee Termination REPORT DUE January 1, 2017 to January 15, 2017 I July 1, 2017 to July 15, 2017 � August 93, 201i to August 19, 2017 � Oc#obet 1, 2Q47 tc� QCiOb�r 15, 2017 I October 1, 2017 to October 15, 2017 � October 22, 2t#17 t� Qettsber 28, 2€#17 � January i, 2U98 ta January 15, 2018 I January 1, 2018 to January 15, 2018 ��ebru�ry25, 2�18 to Nlar�h 3, 201$ � ( April 1, 2018 to Apr'rl 16, 20? Sk I I April 1, 2018 to April 16, 2018" � April 29 , 2018 to May 7, 2018' I I July 9, 2018 to Juiy 16. 261 &"' I I July 1, 2018 to July 16, 2018* I ( August 12, 2018 to August 20, 2Q18' I October 1, 2018 to October 15, 2018 I I October 21, 2018 to October 29, 2018* I I January 1, 2019 to January 15, 2019 IEnd of Previous Period through Today's Date � � I'Effective April 15, 2018, reporting deadline e#ended to next business day. A.R.S. §§ 1-243(A) and 1-303. I � � FINANCIAL SUMMARY (required): / Activity l:ash Activity I nis tlection Lycle to \ Reporting Period Date (a) Committee value at the beginning of this reporting period �i.e. e�d�ny baie�� rrom me � previous reporting period) - �b� + TOt81 fBCBIPiS (from "Summary of Receipts," line 13 (cash column) for this reporting pariod) I 1300.00 � 1300.00 �C� - TOtHI dISbUB2fT1@f1iS (from "Summary of Disbursements," line 16 (cash columnj tor this reporting period) 422.35 422.35 (d) = Balance at close of reporting period 877.65 \ ❑ Check here if no financial activity during the reporting period. Lines (a)-(d) still must be completed, but only this cover page need be filed. / / Committees with financial activity must file the cover page, summary of receipts, summary of disbursements, and any schedules that contain financial activity. All reports are deemed to be filed under penalty of perjury by the committee treasurer (all committees) and candidate (candidate committees only). Arizona Secretary of State Revision 4/10/18 ;.<►/y�r��! • • • � M\ dt,y��w � � � 1 � 1 r,�� . � . �Fif� SUMMARY OF RECEIPTS (Schedule A): � Receipts 1. Monetary Contributions Received (a) Individuals - More than $50 (b) Ind'Ivlduals - $50 or Less (Aggregate) (c) Candidate Committees (d) Political Action Committees (e) Political Parties (fl Partnerships Cash � Equity � 650.00 150.00 (g) Corporations & Limited Liability Companies �ancs a Pouucai Parses oniy) (h) Labor Organizations �Pncs s Poii�i�ai Parties o�iy� (i) Candidate'S PerSon81 Monies (Candidate Committees only) Q) Monetary Contributions Subtotal �aad i�a� mro�yn i�� (k) Refunds Given Back to Contributors (I) Net Monetary Contributions (s�bo-aoc t(k� rror�, i�� 2. Loans (a) Loans Received (b) Forqiveness on Loans Received (c) Repayment on Loans Made (d) Interest Accrued on Loans Made �) L08f1S SUbtOtBl (cash: add 2(a), 2(c) & 2(d)) 3. Rebates and Refunds Received 4. Interest Accrued on Committee Monies i 5. In-Kind Contributions Received I(a) Individuals - More than $50 � (b) Individuals - $50 or Less �A9y�e9ace� (c) Candidate Committees (d) Political Action Committees (e) Political Parties I (f) Partnerships (g) Corporations & Limited Liability Companies �aAcs s aoiaicai Pames oniy� I (h) Labor Organizations �Pncs s aorn�ai aarties oniy� (i) Candidate's Person8l Assets or Property (Candidate Committees Oniy) (j) In-Kind Contributions Subtotal �ey��ry: ada s�a� m�o�9n s�� 6. In-Kind Donations Received �No�-conmbu�ion5> �Poin��ai Part�eS oniy� 7. Extensions of Credit (a) Extensions of Credit Received (b) Payments on Extensions of Credit Received : (c) Net Extensions of Credit �s�btra�t �(b) rrom ��a�� , 8. Joint Fundraising / Shared Expense Payments Received I 9. Payments Received for Goods / Services 10. Outstanding Accounts Receivable / Debts Owed to Committee 11. Transfer In Surplus Monies / Transfer Out Debt ��se oasn a�dior eq��ry es aPPiicame� \ 12. Miscellaneous Receipts �\ 13. Total Receipts �casn: add ��i�, 2�e�, s-a, 8-9, 11-12; equity: add 2(b), 5Q), 6-7, io-iz� 800.00 800.00 � 500.00 �� 500.00 [ ,' , � � ,;. � � � .,, ,._ . ,.., ,.. , ,,,� � . � 156.29 � T � � � I � � � .._. ,�. .- I � � � '� � 156.29 I . I 1 I � � I � << � � I 1300.00 I 156.29 Arizona Secretary of State Revision 4/10/18 �,<►%y�r�1!� • • �/ l,r,� � "w �,,�-�.r MI� dr' �lA -�i �r � � � ��, -�l;it. .`� . � . �F:If� SUMMARY OF DISBURSEMENTS (Schedule B): COMMITTEE ID NUMBER PC2018-05 ' Disbursements 1. Disbursements for Operating Expenses 2. Contributions Made (a) Candidate Committees (b) Political Action Committees (c) Political Parties (d) Partnerships (e) Corporations & Limited Liability Companies �Pnc a Poueoai Pan�es o�iy> (f) Labor Organizations �Pr,c a Poueoai aarcies oniy� (g) Monetary Contributions Subtotal �add z�a� m�o�9n z�t�� (h) Contribution Refunds Provided to the Reporting Committee (i) Monetary Contributions Total �subtra�c s�n� t�om z�9�> I 3. Loans � (a) Loans Made ( (b) Loan Guarantees Made � (c) Forgiveness on Loans Made � � (d) Repayment of Loans Received I (e) Accrued Interest on Loans Received I (f) TOt2I L0811S (cash: add 3(a), 3(d) & 3(e); equity: add 2(b) & 2(c)) I 4. Rebates and Refunds Made �No�-co�t�b�no�s� I 5. Value of In-Kind Contributions Provided � (a) Candidate Committees � (b) Political Action Committees � � (c) Political Parties � (d) Partnerships (e) Corporations & Limited Liability Companies �Pnc a Poiici�ai Part�es oniy� (� Labor Organizations �Pnc a Poi�t��ai Part�es o�iy� � Q) Contributions Subtotal �add e�a) tnro�9n s�r�� 6. Independent Expenditures Made I 7. Ballot Measure Expenditures Made I 8. Recall Expenditures Made I 9. Support Provided to Party Nominees (Porscai Part�es or,iy) I 10. Joint Fundraising / Shared Expense Payments Made I 11. Reimbursements Made 12. Outstanding Accounts Payable / Debts Owed by Committee 13. Transfer Out Surplus Monies / Transfer In Debt �� oasn a�dior eq��y as appiicame; 14. Miscellaneous Disbursements 15. Aggregate of Disbursements -$250 or Less 16. Total Disbursements (�5n: add �, z��, s�r�, s-i i a�s-is; eq��y: ada s�r�, a��, a iz-is� Cash Equity 422.35 $ 0.00 $ �.�� I I I I- � __._. $ 0.00 I $ o.00 f. _ � $ 0.00 422.35 $ 0.00 Arizona Secretary of State Revision 4/10/18 �1�"�:f;;;*!i' .<►r �!. • • � �„�d�.'r�1� .. . %��;� •�- �1:3F� MONETARY CONTRIBUTIONS RECEIVED FROM INDIVIDUALS - MORE THAN $50 DURING ELECTION CYCLE:' Individual Contributor Information Name Date Contribuhon Recevetl irginia Paulsen �/6/18 Street Atltlress 16428 E. Kingstree Blvd � City Stete ZIP =ountain Hills AZ �5268 Occupahon Empoyer ��T Student Therapy Inc Name Date Gontnbudon Recerved �ary Hoger /8/18 Street AdErew 6540 E Gunsight Drive #2004 2 a�r 5�ate �ountain Hills AZ Occupatlon Empoyer �etired Neme Vancy Ordowski StreM Address 6540 E EI Largo #2 3 city state �ountain Hills AZ OccuD�� Employer �etired Neme -lal Rives Street AAOress 7511 E Choctaw Circle SCHEDULE A(1)(a) Cumulative Cumulative ' Amount Received Amount this Amount this Reporting Period Election Cycle 300..00 i oo.00 ZIP 5268 �ate CanNbufion Recavetl /25/18 �Z�P 1 OO.00 268 �ate Con[hbutlon Recelvetl /8 & 6/27/18 4 ciry State ZIP �ountain Hills 4Z �65268 Occupetion Employer _andscape Maintenance 5elf employed Name � Date CoMribuGon Received Streat Addreee SICiry Stete IZIP Occupetlon Employer 150.00 300.00 �� I 50.00 Enter total only if last page of schedule �50.00 (trenefer tbe totel received this oeriod to "Summary of Receipb," Iine 1(a)) *If contributions of $50 or less are listed on Schedule A(1)(b), do not include them on Schedule A(1)(a). \ Schedule A(1)(a), page� of� COMMITTEE ID NUMBER PC2018-05 i00.00 �� 150.00 i0.00 Arizona Secretary of State Revision 4/10/18 �Y'� �� .1��'�. • � +� ;��w � �i` dr�►'� !y • • � � "�,�. .` • • - �� MONETARY CONTRIBUTIONS RECEIVED FROM INDIVIDUALS -$50 OR LESS (AGGREGATE):* Cumulative Contributions from Individuals -$50 or Less Enter total only if last page of schedule (transfer the total received this period to "Summary of Recelpte," line 1(b)) COMMITTEE ID NUMBER PC2018-05 SCHEDULE A(1)(b) Cumulative Amount this Reporting Cumulative Amount this Electio� Period Cycle 150.00 150.00 'If contributions of more than $50 are listed on Schedule A(1)(a), do not include them on Schedule A(1)(b). 150.00 150.00 / Schedule A(1)(b), page � of 6 Arizona Secretary of State Revision 4/10/18 LOANS RECEIVED: Lender Information Lentler Name Date Loan Receivetl Gerald Friedel 6/4/18 streetnAtlress 15244 N Alvarado PI � �,ty (Fountain Hills Guarantor/Entlorser Name Gerald Friedel Lender Neme Gerald Friedel so-�c naaress 15244 N Alvarado PI 2 cm IFountain Hills GuaraMor/Entloreer Name Gerald Friedel Lenaer Neme IStreet AEtlreee 3 ciry Guerenlor/EnOoiaer Name Lender Name Street AtlAress 4 �, CauareMor/Endorser Neme Lender Neme Stree[ Address 5 ( ct�v Guerentor/Endoiaer Name Stete ZIP AZ 85268 Non-Electaai Purpose7 (PACs and Pdificel PerOes Only) ❑ Oate Loen Received 6/6/18 AZ 85268 Non-Eledor� Purpoee7 (PACa and Polihcel Parties Only) ❑ Dete Loen Received State ZIP Non-Eledoral Purpose7 (PACs end PdiOcal Par4es Only) ❑ Dete Loen Received State ZIP Non-Electorel Purpose? (PACs antl PdiOcal ParOes Only) ❑ Date Loen Received State ZIP Non-Electoral Puryoae? (PACa antl PdiOcel PeNea Only) ❑ Enter total only if last page of schedule (trensfer Ne totel received Mis period to "Summary of Receipts,^ line 2(a)) COMMITTEE ID NUMBER PC2018-05 SCHEDU�E A(2)(a) Cumulative Cumulative ` Amount Received Amount this Amount this Reporting Period Election Cycle 400.00 100.00 Schedule A(2)(a), page � of � �1� �'f:y��_ .,(►i�i�; • � +.�� ;��;w yt F�+'� � • ' �\d4 - ,-�, � . �+�.� �. �i►:fv� 500.00 500.00 500.00 500.00 Arizona Secretary of State Revision 4/10/18 STATE OF ARIZONA COMMITfEE ID NUMBER COMMITTEE CAMPAIGN PC2018-0 'rJ � * FINANCE REPORT IN-KIND CONTRIBUTIONS RECEIVED FROM INDIVIDUALS - MORE THAN $50 DURING ELECTION CYCLE:* SCHEDULE A(5)(a) Cumulative Cumulative Individual Contributor Information Amount Received Amount this Amount this Reporting Period Election Cycle Neme Date In-Kintl Contnbutlon Receivetl Richard Rutkowski 6/7/18 S[reet Atltlress 15603 E Robin Dr 1 Cily Stete ZIP �J0.99 IFountain Hills AZ I85268 Occupa0on Employer Associate Director Honor Health Neme Dete In-Kind Contnbuhon Received Richard Rutkowski 6/26/18 Street Atltlress 15603 E Robin Dr 2 �.ry S��e Z,P 65.30 156.29 156.29 IFountain Hills AZ I85268 Occupatlon Employer Associate Director Honor Health Neme I Date In-14ntl Cantnbuhon Recerved IStreet Address 3 I City Stete I ZIP Occupetion Empoyer Name Date In-Wntl ContribuGon Recerved IStreet Address 4 I Gly Stete I ZIP Occupetion Employer Name I Date In-Kind Contributlon Received ISVeet Addresa 5lciry stete IZiP OcwpaSon Employer Enter total only if last page of schedule 156.29 156.29 (traneter the total received this oeriod to "Summary of ReceipLs," Ilne 5(a)) *If in-kind contributions of $50 or less are listed on Schedule A(5)(b), do not include them on Schedule A(5)(a). Schedule A(5), page � of � Arizona Secretary of State Revision 4/10/18 �Yrt1�Ki�� ,,1��`i��, • • */ ��,,�\r 'w^` �', •`'�j �� • : �� DISBURSEMENTS FOR OPERATING EXPENSES: Recipient Information Name DishursemeM Oate Sign King of Arizona 6/11/18 Stree[ Atltlress 325 S Westwood #1 � ciry State zIP Mesa AZ 85210 Type of OperaUng Ecpense Paitl Non-E�ec[aal Puryose7 (PACs and Polifical Par�es Only) Campaign Signs ❑ Neme �isUursement Dete Mid First Bank 6/30/18 Street Adtlress 13771 Fountain Hills Blvd, Ste 115 2 Ciy State ZIP Fountain Hills AZ 85268 Type of OpereOng Expeiree Paitl Non-Etectaral Purpase7 (PACs antl Pditical Par6es Only) Checking Acct Fee ❑ Name DisbursemeM Date Street Atldrese 3 Ciry Stete 21P Type of Operehng Expense Paitl Non-Electwal Purpose7 (PACs antl PWiOcal Paroes Only) ❑ Name Oisburseme�rt Dete Street Address 4 City Stete 21P Type M Operating Expense Paid Non-Eleclwal Puryase? (PACs entl Pditicel ParOes Only) ❑ Name DisbursemeM Oate Street Address 5 City State I ZIP Type W Opereting Expense Peid Non-Electorel Purpose? (PACs antl Political Parfies Only) ❑ Enter total only if last page of schedule (transferthe total �6sbursed this period to °Summary of Disbursements," line 1) Schedule B(1), page � of � 422.35 422.35 COMMITTEE ID NUMBER PC2018-05 SCHEDULE B(1) Cumulative Cumulative Amount Paid Amount this Amount this Reporting Period Election Cycle 411.35 411„35 411.35 � Cash ❑ Credit 11.00 11.00 11.00 8 Cash ❑ C�edit ❑ Cash ❑ Credit ❑ Cash ❑ Credit ❑ Cash ❑ Credit Arizona Secretary of State Revision 4/10/18