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HomeMy WebLinkAboutCCDR - 10/25/2009 - CCDR: Joe Longoria (2) (Migrated from Optiview)SEC FOAZ5GDR SEEO REV 062009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Eln 1. Report Type 2. Filing is being made on behalf of (Select One): (Select one) ❑� Candidate or Public Official Office Sought or Held: Joseph L. Longoria City Of Milton District 5 El Original Report ❑ Amended Report Amendment # (Include county, municipality, district, post or judicial circuit) Committee Name: Friends for Joe Longoria qTy ❑ Report of Organization or Person Other than Candidate's Campaign Committee 3. Identifying and Contact Information (1) Joseph L. Longoria (2) 10/25/09 Full Name of Candidate or Non -Candidate Campaign Committee Today's Date (3) 14341 Club Circle Milton Ga 30004 Mailing Address City State Zip Code Ila (4) PW ) 360 -9940 and / or ( ) - Contact Phone Number (We will understand the release of this information as permission to call your office if necessary) Filing office use only Ayer of Post Mark or Hand Delivered Date (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? ❑� Yes ❑ No (6) If so, is the committee registered with the State Ethics Commission? ❑� Yes ❑No (7) If so, complete the following: Mary Hernandez Chairperson, Jane Hemingway Treasurer Name of Chairperson and/or Treasurer of Committee 4. Period for which you are Reporting You Must Check Only One Boz 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) 0 June 30, (year) ❑ March 31, (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) 'Persons elected to office in each year following ❑ September 30, (year) ❑ 6 days before Special ❑ 15 days before the year in which the election occurs Primary Run -Off, Special, (year) Persons leaving office with excess funds until such funds are expended as provided in the Act 9 October 25, 2009 (year) (year) 'Unsuccessful candidates with excess funds, or ❑ 6 days before Special ❑ Dec. 31, (year) who receive contributions to retire debt incurred, until such funds are expended, or such unpaid ❑ December 31, (year) Run -Off, (year) debts are satisfied (December 31 filing only) Verification by Oath or Affirmation State of Gcor-i S County of `i� i -+a ,-�, being duly Sworn (affirm), depose and say at the information in this report form is complete, true, and correct. Further, I affirm that the contents in this report v the same as the contents in the electronic filing submitted, if also electronically filed. Sworn to and subscribed before me on Ccs _ J-4 , 2001 of Notary Public V a. Signature of Candidate b. Organization/Chairperson/Tremurer Notary Public, Cobb County, GA Commission expires My Commission Expires January 20, 2011 TICS. Any person who knowingly fails to violates any of the provisions of the Ethics in Government Act shall be guilty of a misdemeanor. SEC FORT tCDR SEEO REV 06/2009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Summary Report CONTRIBUTIONS RECEIVED 1 ❑ I have no contributions to report. In -Kind Cash Amount [Z]I have the following contributions, including Common Source, to re rt: Estimated Value A. If this is the first time to rile 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 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 0 0 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 759.54 3672.50 listed on the "Itemized Contributions" page. 3a All loans received this reporting period. 3b Interest earned on campaign account this reporting period. 3c Total amount of investments sold this reporting period. 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. 175-00 1145.00 "Common Source" contributions must be aggregated on the "Itemized Contributions" page. 5 Total contributions reported this period. 4817.5A Line 3 + 3a + 3b + 3c + 3d + 4)934.54 6 Total contributions to date. Total to be carried forward to next report of this reporting cycle*. 934.54 J V 4817.50 (Line 2 + 5) EXPENDITURES MADE 7 ❑ 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 0 B. Second or subsequent filing ENTER Line 12 of previgqLtpport. 9 Total amount of all itemized expenditures made in this reporting period which are "Itemized 3402.31 listed on the Expenditures" page. 10 Total amount of all separate expenditures of less than $101.00 that were made "Itemized 21.00 in this reporting eriod and not listed on the Expenditures" page. 11 Total expenditures reported this period. 3422.31 (Line 9 + 10 12 Total expenditures to date. Total to be carried forward to new report of this reporting cycle*. 0 3422.31 _(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 period. 15 Net balance on hand. (Line 6-12+14 • O.C.G.A. 21-5-34(b)(1)(D)(ri) 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: (I) At the expiration of the term of office if such candidate is elected and does not seek reelection or election to some other office; �*MW' (II) On December 31 of the year in which such election was held if such candidate is unsuccessfW; or (III) 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 V OSfrQ}l j. aK6l 0 (Z/Ar E41 it SEC FORM CCDR SEED 4 _M_ State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Outstanding Indebtedness Election +cle*; +I Ect "YeairE":200 1 Outstanding indebtedness at the beginning of this reporting period. Q 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 1219.18 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 I + 2 + 3 - 4 - 5 - 6) 121 9.1 8 Election Cycle*: Election Year: 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 I + 2 + 3 - 4 - 5 - 6) Election Cyli:10: I Elecic Year: 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) rr Public Officer/Candidate/Other Than Candidate Committee Name e 65 14 k bA q bP—i A a SEC FORM CCDR SEEO REV 5/2009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Most list contributions received by a single contributor for wbicb Poe ng,gretiste total is $101.00 or more Note: Louos are no Boger reported in -In mixed Coutributloos^ section. See Loan Reporting seetioe below. Q Mark if associated*with a regulated entity Contributor In -Kind Contributions Full Name of Contributor 2. Received Date Occupation & Estimated Value Mailing Address Election Cash (Affiliation of Committee if any) Contribution Type** Employer Cycle*** Amount Description 0 Daniel and Laurie Bruner 10/05/09 Manager General 320 Rissington Passage Atlanta Test & $500 Milton, GA 30004 Monetary Balance, Inc. 0 Dave & Jane Hemingway 9/30/09 Vice President General 665 Greenview Terrace Fresh Start Bakeries Alpharetta, GA 30004 Monetary $25.00 Jane- Treasurer- Friends for Joe Longoria ❑ Steve & Mary Hernandez 10/2/09 Manager General 400 Majestic Cove UPS $500.00 Milton, GA 30004 Mary- Chairperson- Friends for Joe Longoria Monetary 0 Gordon & Brooke Hunter 10/2/09 Retired General 14680 Wood Rd $500'00 Milton, GA 30004 Monetary ❑ Robert Meyers 10/2/09 Retired General 3265 Wolf Willow Court Milton, GA 30004 Monetary $150.00 Regulated Entity Page Total Itemized Contribution Page Total $1675.00 $ Regulated Entity 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 & Place of Employment Fiduciary Relationship**** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity ** 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 persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name 'J66014 "A16 0P.4 Page_ of 3 SEC FORM CCDR SEED REV 6/2009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Man list contributions received by a single contributor for which the ampte total ie $101.00 oe more Note: Loans are no longer reported in `Itemized Contributions" section. See Loan Reporting section below. ❑ Mark if associated*with a regulated entity Contributor 1. In -Kind Contributions Full Name of Contributor 2. Mailing Address Election Cash Received Date Occupation & Estimated Value (Affiliation of Committee if any) Contribution Type** Employer Cycle*** Amount Description 0 Orkin & Associates LLC Adam Orkin 10/20/09 Consultant General 12600 Deerfield Pkwy Orkin & Associates $ 500.00 Alpharetta, GA 30004 Monetary LLC ❑ Susan Steele 10/22/09 Retired General $123.00 2620 Bethany Creek ct Alpharetta, GA 30004 In -Kind Meet and Greet ❑ Ronald G. Wallace 10/19/09 Retired General 13090 Freemanville Rd UPS $500.00 Alpharetta, GA 30004 Monetary Willis Chiropractic Center 10/9/09 Chiropractor General 317 North Main Street Willis Chiropractic Alpharetta, GA 30004 Monetary $497.50 Lloyd and Amy Whittall 10/5/09 Consultant General 210 Cheltenham Walk RoundArch $500.00 Milton, GA 30004 Monetary Regulated Entity Page Total Regulated Entity Total Itemized Contribution Page Total $1997.50 $ 123. 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 $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity 001, an 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 persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name JOS & H 1,44 b(J.4 Page z of SEC FORM CCDR SEEO REV 6/20119 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Mutt list contributions received by a single contributor for which the agirslip,hton l is 5101.00 or mare Note: Loans sure no longer reported in'llemized Coolribatiovs^ sectio.. See Loco Reporting section below. Q Mark if associated*with a regulated entity 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 0 Kim Witthohn 153 Eagles Ridge Alpharetta, GA 30004 10/16/09 Homemaker General $178.05 In -Kind Meet and Greet 0 Michael Stevens 570 Greenview Terrace Alpharetta, GA 30004 10/24/09 Realtor ReMax General $304.93 In -Kind Meet and Greet 0 Milton Beverage Depot 3355 Hwy 9 Milton, GA 30004 10/24/09 General 153.56 In -Kind Meet and Greet 0 Regulated Entity Page Total Regulated Entity Total 5 Itemized Contribution Page Total $ $ 178.05 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 $ As Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, of who is an officer of a regulated entity ** 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 persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name ';J�d 6G* U14!4aY I P _. Page 3 of J a SEC FORM CCDR SEED State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Expenditures Must list nditures made to a sinpje recipient for which theaggregate total uJIULQQor more List Name and Mailing Address of Recipient Expenditure Date Expenditure Type* Occupation & Employer Expenditure Purpose Amount Paid Hernandez, Mary 10/6/09 Chairperson Friends for Joe Longoria Lon 9 Reimbursement of Campaign/Marketing Expense $ 1888.46 Reimbursement Hernandez, Mary 10/13/09 Chairperson Friends for Joe Longoria Reimbursement of Campaign/Marketing Expense $128.22 Reimbursement Longoria, Brenda 10/13/09 Prudential Real Estate Reimbursement of Campaign/Marketing Expense $1255.63 Reimbursement Secretary of State 10/6/09 Order copy of Municipal Voter List $130.00 Expenditure Page Total $ 3402.31 * Expenditure Type (Expenditure, In -Kind, Loan Repayment, Refund, Reimbursement, Credit Card, 3rd Party, Deferred Payment, Payment on Deferred Expense, Investment) Public Officer/Candidate/Other Than Candidate Committee Name Page l of 1 NO SEC FORM CCDR SEED REV 062009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Expenditures Must list expenditures made to a single recipient for which the aggregate total is $191.IN1 or more List Name and Mailing Address of Recipient Expenditure Date Expenditure Type* Occupation & Employer Expenditure Purpose Amount Paid Hernandez, Mary 10/6/09 Chairperson Friends for Joe Longoria 9 Reimbursement of Campaign/Marketing Expense $ 1888.46 Reimbursement Hernandez, Mary 10/13/09 Chairperson Friends for Joe Longoria Reimbursement of Campaign/Marketing Expense $ 128.22 Reimbursement Longoria, Brenda 10/13/09 Prudential Real Estate Reimbursement of Campaign/Marketing Expense $1255.63 Reimbursement Secretary of State 10/6/09 Order copy of Municipal Voter List $130.00 Expenditure Page Total $ 3402.31 * Expenditure Type (Expenditure, In -Kind, Loan Repayment, Refund, Reimbursement, Credit Card, 3rd Party, Deferred Payment, Payment on Deferred Expense, Investment) f + Public Officer/Candidate/Other Than Candidate Committee Name J o s c -P H LONG 0 2-i R Page / of I SEC FORM CCDR SEEO o..., Annno State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer 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 beginning_of rgportingperiod $ 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 —S650H b x4 glUA Page of t SEC FORM CCDR SEEO REV 062009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Addendum Statement The Addendum Statement should be used for explanation of any additional information needed to complete an accurate filing of this report. Public Officer/Candidate/Other Than Candidate Committee Name V OS6PI•i bN &O A4,4 Page I of I 10/2 /•,f,09 23:37 7704100878 PAGE 01/01 �-e.� 4iCn$ � 0._D� •GOND t4 V,_ - S V, ni Pei r�fit Q ° t� a., m rn 15 p L`pKified Fpp W C3 Pas rl © Return A eIPt.F 'd e C3 (EnoorsetnsM Re9uirad) y Q Rastrtote0 grllvory Fur D (Fndotsement ReGylr9d) .�' Ln6:3: iU/271 N 1''otal ftstesge & Foes $ ml pr PC low