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HomeMy WebLinkAboutCCDR - 4/2/2009 - CCDR: Bill Lusk (7) (Migrated from Optiview)SEC FORM CCDR REV 0312008 1. Report Type (Select One) ® Original Report ❑ Amended Report State of Georgia Campaign Contribution Disclosure Report 2. Filing is being made on behalf of (Select One): Xi Candidate or Public Official Office Sought or Held: William C. Lusk, City of Milton, District 3 (Include cotaq, municipality: district, post"judicial circuit) Committee Name: Lusk for Milton 3 & Friends of Bill Lusk RECEIVED Amendment # I ❑ Report of Organization or Person Other than Candidate's Campaign Conunittee 3. Identifying and Contact Information (1) William C. Lusk (2) 04/01/09 Full Name of Candidal¢ or Other Than Cmrdidate Campaign Committee Today's Date (3) 1355 Summit Road Milton GA 30004 ON ciTY CL -m Filing office use Use Earlier of Post Mark or Hand Delivered Date Afailiug Address City State Zip Code (4) ( 67$ 624 - 0202 _ and / or ( ) Contact Phone Number ffe will toiderstaitd dre release of this irtformafion aspermission to callyour office ifnecessar)J (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? pi Ycs ❑ (6) If so, is the committee registcrcd with the State Etbics eumutiasiuu? 9 Yes ❑ (7) If so, complete the following: Russell K. Paul, Chairperson and Diane K. Bauerle, Treasurer ArameofChairperson aced/or Treasurer ofConnittee 4. Period for which you are Reporting My Non Election Year My Election Year Run -Offs (Reportrequired only if you are in a Run -Off Elation) Special Flections (Report required only if you are in a Spaial Election) ❑June 30, (year) QMarch 31, 2009 (year) ❑6 days before Primary ❑ 15 days before Run -Off; (year) Special Primary, ❑ Dec. 31, (year) ❑June 30, (year) ❑6 days before General (year) Run -Off, (year) •Persooselatedtooffice intachyew folloeing ❑September 30, (year) ❑6 days before Special ❑ 15 days before the ytuinxfiichthe ekctionoccurs Persons leaping office With excess funds utl Primary Rum -Of, Special, (Year) such funds are expended as presided in the Act ❑October 25, (year) (year) *UnsuccessAAcandidatesw funds, ss,horeceive condbutions to with ndeWivcrred, [:]6 days before Special Dec. 31, (year) until such funds are expended, or such unpaid ❑December 3l, (year) Run -Off, (year) debts are satisfied(Dccetnber l l filingonty) of Georgia , William C. Lusk hat the information in this report font is re the same as the contents in the electrc and subscribed before me}�n 1 of Notary Public My Commission expires 11, Septem Any person aho knowinaty fails to Verification by Oath or Affirmation County of Forsyth being duly sworn (affirm), depose and say it. Further, l affirm that the contents in this report �P`�•'Mts'sig�'� c9�'''. .2E�0_FFo•••� PT. �9U, 1 � 2010 v �. • 9SyT OQ;•'• b\ . A 0% ij r% tPN� .,\IN of the of Candidate of a misdemeanor_ N SEC FORM CCDR REV 032008 State of Georgia Campaign Contribution Disclosure Report Summary Report CONTRIBUTIONS RECEIVED 1 I have no contributions to report. In -Kind El I have the followingcontributions, includingCommon Source, to repo t: Estimated Value Cash Amount A. If this is the first time to file a disclosure report for the current office sought, 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 or previous report, or total titnds 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 from Line 6 of previous report in both lite in-kind and cash amount columns. 0.00 46,775.00 3 Total amount of all itemized contributions received in this reporting period which are listed on the "Itemized Contributions" page. 0.00 3a All loans received this reporting period. 0.00 3b Interest earned on campaign account this reporting period. 47.99 3c Total amount of investments sold this reporting period. 0.00 3d Total amount of cash dividends and interest paid out this reporting period. 0.00 Total amount of all separate contributions of less than SIOL00 received in this 4 reporting period and not listed on the "Itemized Contributions" page. "Common Source" contributions must be agovgaled on the "Itemized Contributions" page. 0.00 5 Total contributions reported this period. Line3+3n+3b+3c+3d+4) 0.00 6 Total contributions to date, Total to be carriedforward to eew report of this reporting cycle? (Line 2 + 5) 46,822.99 EXPENDITURES MADE 7 ❑ I have no expenditures to report. In -Kind Cash Amount I have the followingexpenditures 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. B. Second or subsequent filing ENTER Line 12 of previous report. 0.00 35,194.47 9 Total amount of all itemized expenditures made in this reporting period which are listed on the "Itemized Expenditures" page. 0.00 10 Total amount of all separate expenditures of less than $101.00 that were made in this reportin-q period and not listed on the "Itemized Expenditures" page. 65.95 1 I Total expenditures reported this period. Line 9 + 10 65.95 12 Total expenditures to date. Toral to be corned forward to new report of this reporting cycle? (Line 8 + 11) 35,260.42 INVESTMENTS 13 Total value of investments held at the beginning of this reporting period. 0.00 14 Total value of investments held at the end of this reporting period. 0.00 IS Net balance on hand. (Line 6 - 12 + 14) 11,562.57 ' O.C.G.A. 21.5.34(bx IXDxii) A reporting cycle shall commence on January 1 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 ifsuch candidate is elected and does not seek reelection or election to some other office; (11) On December 31 of the year in which such election was held if such candidate is wtsuceessful; or (111) if such candidate is successful and seeks reelection or seeks election to some other office the current reporting cycle shall end when the reporting cycle for reelection or for some other office begins. Public Officer/Candidate/Other Than Candidate Committee Name William C. Lusk @d SEC FOPW CCDR REV 0712008 State of Georgia Campaign Contribution Disclosure Report Outstanding Indebtedness Election Cycle': Election Year2oo9 Election Year;` ions Amount: 1 Outstanding indebtedness at the beginning of this reporting period. 10,000.00 2 Loans received this reporting period. 0.00 3 Deferred payment of expenses this reporting period 0.00 4 Payments made on loans this reporting period. 0.00 5 Credits received on loans this reporting period. 0.00 6 Payments this reporting period on previously deferred expenses. 0.00 7 Total indebtedness at the close of this reporting period. (Line 1 +2+3-4-5-6) 10,000.00 Election Cycle.: Election Year Election Year: '2009 Amount I 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 un luaus chis repurting 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. I(Line I + 2 + 3 - I - 5 - 6) Election Cycle*: Election Year: Amount I Outstanding indebtedness at the bcghming 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 Ofticer/Candidate/Olher Than Candidate Committee Name William C. Lusk SEC FOR.\f CCDR RFV inrna State of Georgia Campaign Contribution Disclosure Report Itemized Contributions Must list contributions received by a single contributor for which the aggregate total is S101.00 or more Note: Loans are no longer reported in "Itemized Contributions" section. See Loan Reporting section below Full Name of Contributor Mailing Address (Affiliation of Committee if any) Contributor Election Cycle** Cash Amount In -Kind Contributions Received Date Contribution Type* Occupation & Employer Estimated Value Description 2 1. 2. Reference:OCGA § 21-5-34(b)(1) Loan Page Total $ 10,000.00 Itemized Contributions Page Total $ $ 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 & Placc of Employment Fiduciary Relationship*** William C. Lusk 1355 Summit Rd Milton, GA 30004 2006 1. William C. Lusk 1355 Summit Road Milton, GA 30004 Self 2 1. 2. Reference:OCGA § 21-5-34(b)(1) Loan Page Total $ 10,000.00 T t:onn•tuuuon type (monetary, in -tuna, (:onnnon source, cretnt Kecetved 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 patty making the advance or extension of credit Public Officer/Caudidatc/Other than Cundidate Committee Name William C. Lusk Page 1 of 1 SEC FORST CCDR RFV RtAMR State of Georgia Campaign Contribution Disclosure Report Itemized Expenditures Must list expenditures made to a single recipient for which the aureeate total is $101.00 or more List Name and Mailing Address of Recipient Expenditure Date Expenditure Type* Occupation & Employer Expenditure Purpose Amount Paid $ $ Page Total $ 0.00 * Expenditure Type (Expenditure, In -Kind, Loan Repayment, Refund, Reimbursement, Credit Card, 3rd Party, Deferred Payment, err Payment on Deferred Expense, Investment) Public Officer/Candidate/OtherThan Candidate Conunittee Namc William C. Lusk Page 1 of 1 SEC FORM CCDR Rev 312008 State of Georgia Campaign Contribution Disclosure Report Investments Statement 1. Inveshnent Natne Account Numbcr Institution/Person Holding Account vtai ling 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 Transacliuns Date Person(s) Involved in Transaction Value of investment purchased 1 Value of investment sold Profit Loss 2. Tnvestment 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 beginning of repotting 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 RRV 07/1004 Pnhlic Officer/Candidale/Ofher Than Candidate Connnilice Nnmc William C. Lusk Page I of 1 SEC Form DOI Rev 72/08 td�cs ro � ,r�e�41 State Ethics Commission DECLARATION OF INTENTION TO ACCEPT CAMPAIGN CONTRIBUTIONS Form DOI 1 Today's Date: 1, April 2009 Candidate (Full Name): William C. Lusk 2 Address: 1355 Summit Road City, State, Zip: Milton GA 30004 Telephone Number (Optional): 678-624-0202 and/or 770-754-4428 Name of Office Sought (include district, post or judicial circuit, if applicable) Party Affiliation (Optional): State: Georgia ❑ Democrat 3 County: Fulton ® Republican ❑ Non Partisan Municipal: Milton, District 3 ❑ Other 41 Incumbent Name: Election Year: 2009 Complete additional information below ONLY if you have a campaign committee. This information does not register a campaign commltte. (Please use Form RC to do so.) Campaign Committee Chairperson (Full Name): Russell K. Paul 5 Address: 8975 Roswell Road City, State, Zip: Atlanta, GA 30350 Treasurer (Full Name): Diane K. Bauerle 6 Address : 2350 Justin Trail City, State, Zip: Alpharetta, GA 30004 1 CERTIFY THAT THIS STATEMENT IS COMPLETE, TRUE, AND ACCURATE. _ 1, April 2009 Signa e o an ate Dake i11AIly7� : THE APPROPRIXrE FILL\G OFFICER U • Form RC Rev 7/2,'08 Filer ID: State Ethics Commission REGISTRATION FORM FOR A CAMPAIGN COMMITTEE FOR USE BY CANDIDATE . ;•fl a Lw Any substantive changes to the registration information of a committee must be updated within 7 business days. Form RC 1 Today's Date April 2009 ® Original ❑ Amendment Committee Lusk for Milton 3 & Friends of Bill Lusk (Full Name): 2 Address; 1355 Summit Road City, State, Zip: Milton, GA 30004 Telephone Number (Optional): 678-624-0202 and/or 770-754-4428 Campaign Committee Chairperson (Full Name): Russell K. Paul 3 Address: 8975 Roswell Road City, State, Zip: Atlanta, GA 30350 Tre.rsurcr (Full Name): Diane K. Bauerle 4 Address.- 2350 Justin Trail City, State, Zip: Alpharetta, GA 30004 Candidate (Full Name): William C. Lusk 5 Address: 1355 Summit Road City, State, Zip: Milton, GA 30004 Telephone Number (Optional): 678-624-0202 and/or Name of Office Sought (include district, post or judicial circuit, if applicable) Georgia Party Affiliation (Optional): State: ❑ Democrat 6 County: Fulton ® Republican ❑ Non Partisan Milton, District 3 Municipal ❑ Other 7 Incumbent Name: Election Year: 2009 I CERTIFY THAT T IS STATI(MENT IS COMPLETE, TRUE, AND ACCURATE, Signature o rs eeglst Ing Committee 1 April 2009 Date HAIL TO : STATE ETHICS COQ OY 200 PIEDMONT AVE SUITE 1416 - WEST TOWER ATLANTA, GEORGIA 30334