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HomeMy WebLinkAboutCCDR - 12/31/2009 - CCDR: Bill Lusk (2) (Migrated from Optiview)SEC FORM CCDR REV 03/2(y,J8 1. Report Type (Select One) State of Georgia Campaign Contribution Disclosure 2. Filing is being made on behalf of (Select One): ❑✓ Candidate or Public Official Office Sought or Held: Councilman of City Of Milton Filing office use only QOriginal Report (Include county, municipality, district, post orjudicial circuit) ❑ Amended Report Committee Name: Lusk for Milton 3 & Friends of Bill Lusk Use Earlier of Post MReport of Organization or Person Other than Candidate's Campaign Committee Mark or Hand Amendment # Delivered Date 3. Identifying and Contact Information (1) William C. Lusk (2) 12/31/2009 Full Name of Candidate or Other Than Candidate Campaign Committee Today's Date (3) 1355 Summit Road Milton GA 300004 Mailing Address City State Zip Code (4) 678424-0202 and / or ( ) - Contact Phone Number (We will understand the release of this information as permission to callyour office if necessary) (5) If a Candidate or Public Official, is there a campaign committee (one or more persons) to make campaign transactions, keep the financial records of the campaign, or file the reports? Z Yes ['—1 (6) If so, is the committee registered with the State Ethics Commission? Z Yes (7) If so, complete the following: Russel K. Paul, Chairperson Name of Chairperson and/or Treasurer of Committee 4. Period for which you are Reporting My Non Election Year My Election Year Run -Offs (Report required only if you are in a Run -Off Election) Special Elections (Report required only if you are in a Special Election) June 30, (year) March 31, (year) E]6 days before Primary 15 days before Run -Off, (year) Special Primary, Dec. 31, (year) June 30, (year) E]6 days before General (year) Run -Off, (year) 'Persons elected to office in each year following September 30, (year) E:]6 days before Special ❑ 15 days before the year in which the election occurs *Persons Primary Run -Off, Special, (year) leaving office with excess funds until such funds are expended as provided in the Act ❑ October 25, (year) (year) *Unsuccessful candidates with excess funds, debt incurred, �6 days before Special [:]Dec. 31, (year) who receive contributions to retire anal such f�mds are expended. or such unpaid ❑✓ December 31, 2009 (year) Run -Off, (year) debts are satisfied (December 31 filing only) State of Georgia IC�w•T4, 9,� 0 ���our, I, William C. Lusk 11 -6 -ONS that the information in this report form is com dQ are the same as the contents in the electronic filing ftnl�[in� Sworn to and subs before me on December 31 12009 Signaffire.af/Notary 7 lic My Commission expires 7 g Q or Affirmation County of Fulton W� duly sworn (affirm), depose and say ,Further, I affirm that the contents in this report electronically ffle¢a a. Signature of Candidate b. Organ ization/C haimert A, person who knowingly fails to comply with or who knoeingh violates air, of the provisions of the Ethics in Government Act shall be guilty of a misdemeanor. SEC FORM CCDR REV 03/2008 State of Georgia Campaign Contribution Disclosure Report Summary Report CONTRIBUTIONS RECEIVED 1 ❑ I have no contributions to report. In -Kind Cash Amount ❑ 1 have the following contributions, including Common Source, to report: Estimated Value A. If this is the first time to file a disclosure report for the current office sou¢ht, ENTER 0 in both columns (one time only); or B. If this is the first report of this Reporting Cycle*, ENTER 0 in the in-kind column 2 and list any net balance on hand brought forward from the previous reporting cycle in the cash amount column (Line 15 of previous report, or total funds left over at year end of previous cycle); or C. If this filing is the second or subsequent filing of this Reporting Cycle, list totals 500.00 49564.87 from Line 6 of previous report in both the in-kind and cash amount columns. 3 Total amount of all itemized contributions received in this reporting period which are listed on the "Itemized Contributions" page. 5720.00 3a All loans received this reporting period. rUt 3b Interest earned on campaign account this reporting period. 23.23 3c Total amount of investments sold this reporting period. 3„ 3d Total amount of cash dividends and interest paid out this reporting period. Total amount of all separate contributions of less than $101.00 received in this 4 reporting period and not listed on the "Itemized Contributions" page. "Common Source" contributions must be aggregated on the "Itemized Contributions" page. 5 Total contributions reported this period. 5743.23 (Line 3 +3a+3b+3c+3d+4) Total contributions to date. Total to be carriedforward to next report of this reporting cycle*. 6 (Line 2 + 5) 55308. EXPENDITURES MADE ❑ I have no expenditures to report. In -Kind Cash Amount ❑ I have the following expenditures to report: Estimated Value Total expenditures made and reported prior to this reporting period. If this is the 8 A. First report of this Reporting Cycle*, ENTER 0. 0.00 37188.90 B. Second or subsequent filing ENTER Line 12 ofrevious re ort. 9 Total amount of all itemized expenditures made in this reporting period which are "Itemized 6473.73 listed on the Expenditures" page. 10 Total amount of all separate expenditures of less than $101.00 that were made in this reporting eriod and not listed on the "Itemized Expenditures" page. 11 Total expenditures reported this period. 6473.73 Line 9 + 10 12 Total expenditures to date. Total to be carried forward to next report ofthis reporting cycler. 43662.63 (Line 8 + 11) INVESTMENTS 13 Total value of investments held at the beginning of this reporting period. 14 Total value of investments held at the end of this reporting eriod. 15 Net balance on hand. 11645.47 (Line 6 - 12 + 14) u k q N * O.C.G. A. 21-5-34(b)(1)(D)(ii) A reporting cycle shall commence on January I of the year in which an election is to be held for the public office to which a candidate seeks election and shall conclude: (1) At the expiration of the term of office if such candidate is elected and does not seek reelection or election to some other office; (11) On December 31 ofthe year in which such election was held if such candidate is unsuccessful; or (111) If such candidate is successful and seeks reelection or seeks election to some other office the current reporting cycleshall end when the reporting cycle for reelection or for some other office begins. yyl'Ilam C. Lusk Public Officer/Candidate/Other Than Candidate Committee Name SEC FORM CCDR rcev usrnm State of Georgia Campaign Contribution Disclosure Report Outstanding Indebtedness 1 Outstanding indebtedness at the beginning of this reporting period. 10,000.00 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 4 Payments made on loans this reporting period. 5 Credits received on loans this reporting period. 6 Payments this reporting period on previously deferred expenses. 7 Total indebtedness at the close of this reporting period. 110,00 O.00 (Line 1+2+3-4-5-6) 1 Outstanding indebtedness at the beginning of this reporting period. 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 4 Payments made on loans this reporting period. 5 Credits received on loans this reporting period. 6 Payments this reporting period on previously deferred expenses. 7 Total indebtedness at the close of this reporting period. (Line 1+2+3-4-5-6) 1 Outstanding indebtedness at the beginning of this reporting period. 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 4 Payments made on loans this reporting period. 5 Credits received on loans this reporting period. 6 Payments this reporting period on previously deferred expenses. 7 Total indebtedness at the close of this reporting period. (Line 1+2+3-4-5-6) * Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) Public Officer/Candidate/Other Than Candidate Committee Name William C. Lusk SE� FORM CCDR REV 3/2008 State of Georgia Campaign Contribution Disclosure Report Itemized Contributions Must list contributions received by a single contributor for which the aggregate total is $101.00 or more Note: Loans are no longer reported in "Itemized Contributions" section. See Loan Reporting section below. Full Name of Contributor Contributor 1. In -Kind Contributions Mailing Address Election Cash Received Date Occupation & Estimated Value (Affiliation of Committee if any) Contribution Type* Employer Cycle** Amount Description P. Fantozzi 12830 N. Winesap Run Roswell, GA 30075 11/02/09 Retired 200.00 Monetary Patricia Ramirez 11/02/09 Retired 1531 Summberset DR. Dunwoody, GA 30336 200.00 Monetary Randall Coggins 11/02/09 Dentist 950 Pleasant Hollow Trail Milton GA 30004 200.00 Monetary Carson Developments Inc. 11/02/09 Builder 3082 E. Shadowlawn Ave Atlanta, GA 30305 250.00 Monetary RSM 11/02/09 Retired 3265 Wolf Hollow Close Alpharetta, GA 30004 100.00 Monetary Itemized Contributions Page Total $sso.00 $ 5720 Loan Reporting Name of Lender Mailing Address Date of Loan Amount of Loan Election Cycle** Person(s) responsible for repayment of loan Mailing Address Occupation & Place of Employment Fiduciary Relationship*** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Contribution Type (Monetary, In -Kind, Common Source, Credit Received on Loan) ** Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) *** If any such person(s) shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Other than Candidate Committee Name William C. Lusk Page 1 of 1 SEC FORM CCDR REV 032008 State of Georgia Campaign Contribution Disclosure Report Itemized Expenditures Must list expenditures made to a single recipient for which the aggregate total is $101.00 or more List Name and Mailing Address of Recipient Expenditure Date Expenditure Type* Occupation & Employer Expenditure Purpose Amount Paid Beaconcast Media 515 East Croseville Road Roswell, GA 30075 Advertising $ 1200.00 HEG Campaign Mgr $ 700.00 Alpharetta PAL Charity- Shop with a cop $100.00 Old Blind Dog Fundraiser Reception $ 468.00 BB& T- Credit Card Mailings, Printing & Reproduction, Refreshments $ 2651.94 BB& T Bank Charge Bank Charge $ 50.00 Appen Newspapers Ads $1212.90 Staples Office Supplies $ 90.89 Page Total $ 6473.73 wr * Expenditure Type (Expenditure, In -Kind, Loan Repayment, Refund, Reimbursement, Credit Card, 3rd Party, Deferred Payment, Payment on Deferred Expense, Investment) PublicOfticer/Candidate/Other Than Candidate Committee Name William C. Lusk Page 1 of SEC FORM CCDR Rev V2008 ` State of Georgia Campaign Contribution Disclosure Report Investments Statement 1. Investment Name Account Number Institution/Person Holding Account Mailing Address City, State, Zip Value at beginning of reporting period $ Value at end of reporting period $ Difference in value $ Interest Paid Out $ Cash Dividends $ Investment Transactions Date Person(s) Involved in Transaction Value of investment purchased Value of investment sold Profit Loss 2. Investment Name Account Number Institution/Person Holding Account Mailing Address City, State, Zip Value at beginning of reporting period $ Value at end of reporting period $ Difference in value $ Interest Paid Out $ Cash Dividends $ Investment Transactions Date Person(s) Involved in Transaction Value of investment purchased Value of investment sold Profit Loss Total value of investments at beginnin,p- of reporting period $ Total value of investments at end of reporting period $ Total difference in value $ Page Total Cash Dividends: $ Page Total Interest Paid Out: $ Page Total Profit: $ Page Total Loss: $ Public Officer/Candidate/Other Than Candidate Committee Name William C. Lusk Page 1 of 1 SEC FORM CCDR State of Georgia Campaign Contribution Disclosure Report Addendum Statement The Addendum Statement should be used for explanation of any additional information needed to complete an accurate filing of this report. PublicOfficer/Candidate/Other Than Candidate Committee Name William C. Lusk page of