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HomeMy WebLinkAboutCCDR - 9/30/2009 - CCDR: Karen Thurman (5) (Migrated from Optiview)M11-01111 SEC FORM CCDRy REV 03/1008 State of Georgia RECEIVE Campaign Contribution Disclosure Report 1. Report Type 2. Filing is being made on behalf of (Select One): Mir o11eUs (Select one) ✓❑ Candidate or Public Official Office Sought or Held: Milton City Council - District 1 ❑✓ Original Report Amended Report (Include county, municipality, district, post orjudicial circuit) Committee Name: Thurman For Milton Amendment # I ❑ Report of Organization or Person Other than Candidate's Campaign Committee 3. Identifying and Contact Information (1) Karen C. Thurman (2) 09/30/09 Full Name of Candidate or Other Than Candidate Campaign Committee Today's Date (3) 310 Lake Bend Court Milton Georgia 30004 Mailing Address City State Zip Code (4) 004 ) 790 - 2874 and / or ( ) - Contact Phone Number (We will understand the release of this information as permission to call your office if necessary) CTTY CLERK QTY OF MILTON Use Earlier 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 ❑ (6) If so, is the committee registered with the State Ethics Commission? Z Yes ❑ (7) If so, complete the following: Terri Lawson 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) [:]6 days before Primary 15 days before Run -Off, (year) Special Primary, Dec. 31, (year) June 30, (year) F-16 days before General (year) Run -Off, (year) *Persons elected to office in each year following ❑✓ September 30, 2009 (year) E]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 F October 25, (year) (year) " Unsuccessful candidates with excess funds, [:]6 days before Special E] Dec. 31, re who receive contributions to retire debt incurred, until such funds are expended, or such unpaid ❑ December 31, (year) Run -Off, (year) _(year) debts are satisfied (December 31 filing only) Verification by Oath or Affirmation State of Georgia 1, Karen C. Thurman that the information in this report form is complete, are the same as the contents in the electronic ftliud Sworn to and subscribed before me on AX&, Signature of Notary Public My Commission expires 1 -9 - (Include "d who knowingly fails JULY Y 2010 0 -Eff C�� A YP y with 7 i Vio13 1 County of Fulton being duly sworn (affirm), depose and say �.t�.�FF�urther, I affirm that the contents in this report %Wtronically filed. 11, A C a. S ature of Candidate b. Qeanization/Chaimerson/Treasurer of the Ethics in Government Act shall be guilty of a misdemeanor. SEG FORM CCDFt REV 03/2008 Campaign Contribution Disclosure Report CONTRIBUTIONS RECEIVED 1 ❑ I have no contributions to report. In -Kind Cash Amount ❑ I have the following contributions, including Common Source, torert: Estimated Value A. If this is the first time to file a disclosure report for the current office soucht* 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 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 250 6250 listed on the "Itemized Contributions" page. 3a All loans received this reporting period. 5790 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. 1400 "Common Source" contributions must be aggregated on the "Itemized Contributions" page. 5 Total contributions reported this period. 250 13440 Line 3 + 3a + 3b + 3c + 3d + 4) 6 Total contributions to date. Total to be carried forward to next report of this reporting cycle 750 13440 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. 500.00 B. Second or subsequent filing ENTER Line 12 ofrevious re rt. 9 Total amount of all itemized expenditures made in this reporting period which are 250.00 7374.04 listed on the "Itemized Expenditures" page. 10 Total amount of all separate expenditures of less than $101.00 that were made 11.75 in this reporting eriod and not listed on the "Itemized Expenditures" page. 11 Total expenditures reported this period. 250.00 7385.79 l(Line 9 + 10 12 Total expenditures to date. Total to be carried forward to ne d report of this reporting cycle 750.00 7385.75 Line 8 + 11 INVESTMENTS 13 Total value of investments held at the beginning of this reporting period. 0 14 Total value of investments held at the end of this reporting period. IN 15 Net balance on hand. Line 6 - 12 + 14) * O.C.G.A. 21-5-34(b)(1 XDxii) A reporting cycle shall commence on January l of the year in which an election is to be held for the public office to which a candidate seeks election and shall conclude: ;rte (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; (I1) On December 31 of the year in which such election was held if such candidate is unsuccessful; 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. Karen C. Thurman Public Officer/Candidate/Other Than Candidate Committee Name No Text 14 SEC 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 Mailing Address (Affiliation of Committee if any) Contributor Election Cycle** Cash Amount In -Kind Contributions Received Date Contribution Type* Occupation & Employer Estimated Value Description See attached schedule Frazier &Deeter, LLC General Mark & Karen Thurman 310 Lake Bend Court Milton, GA 30004 09/14/09 1- Karen C. Thurman CPA 4650 '310 Lake Bend Ct Milton, GA 30004 Frazier & Dealer, LLC General Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ 5790 Itemized Contributions Page Total $6250 $ 250 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*** Mark & Karen Thurman 310 Lake Bend Court Milton, GA 30004 08/31/09 1. Karen C. Thurman CPA 1140 2'310 Lake Bend Ct Milton, GA 30004 Frazier &Deeter, LLC General Mark & Karen Thurman 310 Lake Bend Court Milton, GA 30004 09/14/09 1- Karen C. Thurman CPA 4650 '310 Lake Bend Ct Milton, GA 30004 Frazier & Dealer, LLC General Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ 5790 * 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 Karen C. Thurman Page of SEC -FORM CCDP. Anv mnma 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 Expenditure Date Occupation & Expenditure Purpose Amount Paid of Recipient Expenditure Type* Employer City Of Milton 08/31/09 Filing Fee 13000 Deerfield Parkway $ 390.00 Milton, GA 30004 Expenditure Stirrups Corporate Apparel 09/17/09 t -shirts 2190 Brandon Trail Alpharetta, GA 30004 $1337.50 Expenditure All About Signs 09/19/09 Signs 4371 Roswell Road $1885.00 Marietta, GA 30062 Expenditure Handy Advertising 09/18/09 Promotional items 6108 Village Oaks Drive $ 604.99 Pensacola, FL 32504 Expenditure Aluma Panel 09/21/09 Sign stakes 2410 Oak Street West $176.55 Cumming, GA 30041 Expenditure HEG, LLC 09/22/09 Consulting & printing 2774 Royal Oaks Drive $ 2230.00 Tallahassee, FL 32309 Expenditure Beacon Media 09/03/09 Deposit on 515 East Crossville Road, Advertisement Suite #350 $ 750.00 Roswell, GA Expenditure Olde Blind Dog 09/22/09 Food & drinks 12650 Crabapple Rd $ 500.00 Milton, GA 30004 In-kind Page Total $ 7874.04 * 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 Karen C. Thurman Page of SEC FORM CCDR Rev 3/2008 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 $ L 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 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 Karen C. Thurman Page of SE}FORM CCDR REV MOM 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 Karen C. Thurman Page of SEC FORM CCDR REV3/2008 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 Mailing Address Mailing Address (Affiliation of Committee if any) Contributor Election Cycle** Cash Amount In -Kind Contributions Received Date Contribution Type* Occupation & Employer Estimated Value Description Gordon & Brook Hunter 14680 Wood Rd, Milton, GA 30004 9/22/2009 Retired General 500 check Greg & Lisa Swayne 760 Lake Mist Cove, Alpharetta, GA 30004 9/22/2009 CEO HSWint General 500 check Catherine Haire 12180 King Cir, Roswell, GA 30075 9/22/2009 Retired General 350 check Terry & Mignon Herr 110 Champions Club Ct, Alpharetta, GA 30004 9/22/2009 Architect Pieper, O'Brien, Herr General 300 check Mark & Wendy Reed 14240 Phillips Cir, Alpharetta, GA 30004 9/22/2009 CFO Infomentis, Inc. General 300 check Dillard & Galloway 3500 Lenox Rd, Atlanta, GA 9/22/2009 Attorney Dillard & Gallows General 200 check Pete & Susan Campbell 245 Bay Colt Rd, Alpharetta, GA 30009 9/22/2009 Sales Engineer Heat Transfer System General 250 check Matt & Karen Salter 210 Atlanta Providence Ct, Alpharetta, GA 30004 9/22/2009 Real Estate Sales Telecom General 200 check ?01hy Heetland rw,Glen National Dr, Alpharetta, GA 30004 9/22/2009 Real Estate Agent Kathy Hee land, LLC General 200 check James & Robin Dunn 765 Lake Mist CV, Milton, GA 30004 9/22/2009 Teacher Birmingham Falls General 200 check John F. Wieland P.O. Box 87363, Atlanta, GA 30337 9/22/2009 Real Estate John Wieland Homes General 200 check Chris Etheridge 1647 Damon Ct., Dunwoody, GA 30338 9/22/2009 CPA Frazier & Deeter, LLC General 500 check Mike & Susan Sutcliff 1285 Rolling Links Dr, Alpharetta, GA 30004 9/22/2009 Consultant Accenture General 500 check Roger Sant! 9/23/2009 CPA Santi & Associates General 250 545 Tullamore Way, Alpharetta, GA 30004 check Orkin & Associates 12600 Deerfield Pkwy, #150, Alpharetta, GA 30004 9/22/2009 Real Estate General 500 check Willis Chiropractic Center 317 North Main St, Alpharetta, GA 30004 9/22/2009 Chiropractor General 300 check Olde Blind Dog 12650 Crabapple Road, Milton, GA 30004 9/22/2009 Restaurant General 250 in-kind Food & drinks J. David Chatham 1865 Bethany Way, Milton, GA 30004 9/18/2009 Chatham Holdings Real Estate General 1000 check $ 6,250 $ 250 Itemized Contributions Page Total