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HomeMy WebLinkAbout110928 - Campaign Finance Report - Julie SchultzTexas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 463 5800 fDD 1 800 735 2989 CANDIDATE OFFICEHOLDER FORM C OH CAMPAIGN FINANCE REPORT COVER SHEET PG 1 1 ACCOUNT 2 Total pages filed The C OH Instruction Guide explains how to complete this form Ethics Commission Filers 3 CANDIDATE OFFICEHOLDER NAME MS MRS MR FIRST MI FIRS L1G Per NICKNAME LAST SUFFIX Scat I Z ADDRESS PO BOY APT SUITE H CITY STATE ZIP CODE 320z5 n ns bcck AREA CODE PHONE NUMBER EXTENSION I X9 10 C M S M R S M R FIRST MI NICKNAME LAST SUFFIX Jon e9 STREET ADDRESS NO PO BOX PLEASE APT SUITE CITY STATE io rj Ik0Q Lc OFFICE USE ONLY Date Received HAND SEP 2 8 1011 DELIVEREDaleHanddeliveredorPostmarked Receipt Amount Date Processed Date Imaged ZIP CODE 4 CANDIDATE OFFICEHOLDER MAILING ADDRESS El change of address 5 CANDIDATE OFFICEHOLDER PHONE 6 CAMPAIGN TREASURER NAME 7 CAMPAIGN TREASURER ADDRESS residence or business 8 CAMPAIGN TREASURER PHONE 9 REPORTTYPE 10 PERIOD COVERED 11 ELECTION 12 OFFICE 14 NOTICE OF DIRECT CAMPAIGN EXPENDITURE BY OTHER INDIVIDUALS 7 additional pages Co l n t T j AREA CODE PHONE NUMBER EXTENSION 1 2Z9 9 G January 15 30th day before election July 15 8th day before election Month Day Year I THROUGH Runoff 15th day after campaign treasurer appointment officeholder only Exceeded 500 limit Final report Attach COH FR Month Day Year 1 1 1 ELECTION DATE ELECTION TYPE Month Day Year Primary Runoff General Special OFFICE HELD i ki 13 OFFICE SOUGHT if known DIRECT CAMPAIGN EXPENDITURES ARE CAMPAIGN EXPENDITURES MADE BY OTHERS WITHOUT THE CANDIDATES PRIOR CONSENT OR APPROVAL CANDIDATES ARE REOUIRED TO DISCLOSE THIS INFORMATION ONLY IF THEY RECEIVE NOTIFICATION OF THE DIRECT CAMPAIGN EXPENDITURE Name Address PO Box Apt Suite City State Zip Corle GO TO PAGE 2 wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 TDD 1 800 735 2989 CANDIDATE OFFICEHOLDER REPORT FORM C OH SUPPORT TOTALS COVER SHEET FIG 2 15 C OH NAME 16 ACCOUNT Ethics Commission Filers 17 NOTICE THIS BOX IS FOR NOTICE OF POLITICAL CONTRIBUTIONS ACCEPTED OR POLITICAL EXPENDITURES MADE BY POLITICAL COMMITTEES TO SUPPORT THE FROM CANDIDATE OFFICEHOLDER THESE EXPENDITURES MAY HAVE BEEN MADE WITHOUT THE CANDIDATEs OR OFFICEHOLDERS KNOWLEDGE OR POLITICAL CONSENT CANDIDATES AND OFFICEHOLDERS ARE REQUIRED TO REPORT THIS INFORMATION ONLY IF THEY RECEIVE NOTICE OF SUCH EXPENDITURES COMMITTEES COMMITTEE NAME COMMITTEE TYPE GENERAL COMMITTEE ADDRESS SPECIFIC COMMITTEE CAMPAIGN TREASURER NAME additional pages COMMITTEE CAMPAIGN TREASURER ADDRESS 18 CONTRIBUTION 1 TOTAL POLITICAL CONTRIBUTIONS OF 50 OR LESS OTHER THAN O pp TOTALS PLEDGES LOANS OR GUARANTEES OF LOANS UNLESS ITEMIZED I 2 TOTAL POLITICAL CONTRIBUTIONS OR GUARANTEES OF LOANS 2 SQOTHERTHANPLEDGESLOANSI EXPENDITURE TOTALS 3 TOTAL POLITICAL EXPENDITURES OF 50 OR LESS UNLESS ITEMIZED 4 TOTAL POLITICAL EXPENDITURES q 11 C CONTRIBUTION 5 TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE LAST DAY BALANCE OF REPORTING PERIOD OUTSTANDING 6 TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE I 3qLOANTOTALSLASTDAYOFTHEREPORTINGPERIOD 3 19 AFFIDAVIT t 4PpY P6 S MEADORS Notary Public w State of Texas 9lfOF My Comm Expires 04112015 I swear or affirm under penalty of perjury that the accompanying report is true and correct and includes all information required to be reported by me and e 15 Election Code A Signature of Candidate or Office holder AFFIX NOTARY STAMP SEAL ABOVE f I SCASworntoandsubscribedbeforemcbythesaidL11k this the l day of 20 to certify which witness my hand and seal of office eCO IBS I Ioa Signature of officer administering oath Printed name of officer administering oath Title of officer admin tering oath wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 TDD 1 800 735 2989 POLITICAL CONTRIBUTIONS OTHER THAN PLEDGES OR LOANS SCHEDULE A The Instruction Guide explains how to complete this form 1 Total pages Schedule A 2 2 FILER NAME 3 ACCOUNT Ethics Commission Filers Juli IVwe 2w cZ 1t rf 4 Date 5 Full name of contribut out ofslate PACID 1 7 Amount of 8 In kind contribution contribution I description if applicable 6 Contributor address City State Zip Code If travel outside of Texas complete Schedule T 9 Principal occupation Job title See Instructions 110 Employer See Instructions Date Full name o t r outof state PAC ID 1 Amo of I In kind contribution contribution I description if applicable Contributor address City State Zip Code If tr el outside of Texas complete Schedule T Pri cipal occupation Job title See Instructions I Employer See In ctions Date Full name of contributor out of state PAC 1 Amount of In kind contribution contribution I description if applicable Contributor address City State Zip Code Principal occupation Job title See Instructions If travel outside of Texas complete Schedule T Employer See Instructions Date Full name of contributor outof PAC ID Contributor address City State Zip Code Principal occupation Job title See Instructions Date Full name of contributor out of state PAC ID 1 Amount of In kind contribution contribution I description if applicable If travel outside of Texas complete Schedule T1 Employer See Instructions Amount of In kind contribution contribution i description if applicable If travel outside of Texas Complete Schedule T Employer See Instructions Contributor address City State Zip Code Principal occupation Job title See Instructions ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If contributor is out ofstate PAC please see instruction guide foradditional reporting requirements wwwethicsstatetxus Revised 04212010 c O N N r 000 I O I I q r r r co A U Z Z 2 fn V U U m m m U N Z O H H Z v J V H J a N z a O J Ix O N W W J CL Z Z F W H O 000000 O c 0 0 0 0 0 0 O U O t 00 00 00 00 00 0 0 0 0 7 LO LO N N r N C EA EA EA EA r W F O c c OE 04 O 0 c O N N r 000 I O I I q r r r co A U Z Z 2 fn V U U m m m U N Z O H H Z v J V H J a N z a O J Ix O N W W J CL Z Z F W H O Lo c O O0 a U O t r O c N a M o CD fA U UJfAZ w 2 r 0 ro d O O LO O OfhONrOM Q vT gMN F Lo 0 v CL c c C N O 0 U N M ul U s U d W aQo03vvLLC7COaoyVasY c r J rr O m O N V fe LLrpQ 7 f r r M O 0 d d LO LO LO LO LO r U y G Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 463 5800 TOD 1 800 735 2989 PLEDGED CONTRIBUTIONS SCHEDULE B The Instruction Guide explains how to complete this form 1 Total pages Schedule B 2 FILER NAME 3 ACCOUNT Ethics Commission Filers ri 4 TOTAL OF UNITEMIZED PLE GES b b b I 5 Date 6 Full name of pledgor E out ofstale PACID 8 Amount of 19 In kind description pledge j I if applicable 7 Pledgor City State Zip C eI I o If travel outside of Texas complete Schedule T 10 Principal oc tion Job title See s 11 Employer See Instructions Date i Full name of pledgor E out ofstate PACID I Amount of I In kind description pledge I if applicable Pledgor address City State Zip Code I I If travel outside of Texas complete Schedule T Principal occupation Job title See Instructions I Employer See Instructions Date Full name of pledgor out of state PAC ID Amount of I In kind description pledge I if applicable Pledgor address City State Zip Code I I If travel outside of Texas complete Schedule T Principal occupation Job title See Instructions Employer See Instructions Date Full name of pledgor out ofstate PAC 113P Amount of In kind description pledge I if applicable Pledgor address City State Zip Code I If travel outside of Texas complete Schedule T Principal occupation Job title See Instructions I Employer See Instructions Date Full name of pledgor out of statePACID Amount of In kind description pledge if applicable i Pledgor address City State Zip Code i ii If travel outside of Texas complete Schedule T Principal occupation Job title See Instructions I Employer See Instructions ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED if contributor is out of state PAC please see instruction guide for additional reporting requirements wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 463 5800 TDD 1 800 7352989 LOANS SCHEDULE E 1 Total pages Schedule E The Instruction Guide explains how to complete this form 1 2 FILER NAME Ju 3 ACCOUNT Ethics Commission Filers 4 TOTAL OF UNITEMIZED LOANS b b b 5 Date of loan 7 Name of lender outofstate PAC ID 9 Loan Amount GIJUeSct313 6 Is lender 8 Lender address City State Zip Code 10 Interest rate a financial t 0 J Institution Maturity date 12 Principal occupation Job title Instructions I 13 Employer See Instructions t i nd vul 14 Description of Collateral II 7 none 15 GUARANTOR 16 Nameofguarantor 18 Amount Guaranteed INFORMATION 17 Guarantor address City State Zip Code not applicable 19 Principal Occupation See Instructions 120 Employer See Instructions Date of loan Name of lender F outofstate PAC ID Loan Amount Is lender Lender address City State Zip Code Interest rate a financial Institution Maturity date Y N Principal occupation Job title See Instructions Employer See Instructions Description of Collateral none GUARANTOR Name of guarantor Amount Guaranteed INFORMATION Guarantor address City State Zip Code not applicable Principal Occupation See Instructions Employer See Instructions ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If lender is out of state PAC please see instruction guide for additional reporting requirements www ethics state txus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 POLITICAL EXPENDITURES EXPENDITURE CATEGORIES FOR BOX 8a JDD 1800 735 2989 SCHEDULE F Advertising Expense GiftAwards Memorials Expense Salaries Wages Contract Labor Loan RepaymentReimbursement Accounting Banking Legal Services Solicitation Fundraising Expense Transportation Equipment 8 Related Expense Consulting Expense Food Beverage Expense Travel In District Contributions Donations Made By Event Expense Polling Expense Travel Out Of District Candidate OfficeholderPolitical Committee Fees Printing Expense Office Overhead Rental Expense OTHER enter a category not listed above The Instruction Guide explains how to complete this form 1 Total pages Schedule F 2 FILER NAME 3 ACCOUNT Ethics Commission Filers 1 J e 4 Date 7 1 I I 5 Payee name L u 6 Amount 7 Payee address City State Zip Code d 24 5 re e 1ztn 1803 8 PURPOSE a Categoryy See categories list at the top of this schedule b Description If travel outside of Texas complete Schedule T OF EXPENDIT Cp lsulin Te9CompleteONLYifdirectCandidateOffeolder Office sought Office held expenditure to benefit C OH Date Payee name Jul Sc LI Amount 33 10 Payee address City State Zip Code 3208 lnrSb Gcl e Cold 5e Son T14PURPOSECategorycategorieslistedatthetopofthisschedule Description If travel outside of Texas complete Schedule T OF EXPENDITURE Complete ONLY if direct Candidate Iceholder name Office sought Office held expenditure to benefit C OH Date Payee name 5 I3 l I FEcas Amount Payee address City State Zip Code 30o2 tet S 4c7 5 Cott TSe S4oA 1x PURPOSE Catego at egories listed at the top of this schedule Description If travel outside of Texas complete Schedule T OF EXPENDITURE C05 LI Q Q 4e Complete ONLY if direct Candidate Offl holder Name Office sought Office held expenditure to benefit C OH Date Payee name Amount Payee address City State Zip Code PURPOSE OF EXPENDITURE Complete ONLY if direct expenditure to benefit C OH 1 wwwethicsstatetxus Category See categories listed at the lop of this schedule Candidate Officeholder name Office held Description If travel outside of Texas complete Schedule T Office sought ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 TDD 1 800 7352989 POLITICAL EXPENDITURES SCHEDULE G MADE FROItii PERSONAL FUNDS EXPENDITURE CATEGORIES FOR BOX 8a Advertising Expense GifUAwards Memorials Expense Salaries Wages Contract Labor Loan RepaymentReimbursement Accounting Banking Legal Services Solicitation Fundraising Expense Transportation Equipment Related Expense Consulting Expense Food Beverage Expense Travel In District Contributions Donations Made By Event Expense Polling Expense Travel Out Of District Candidate Officeholder Political Committee Fees Printing Expense Office Overhead Rental Expense OTHER enter a category not listed above The Instruction Guide explains how to complete this form 1 Total pages Schedule G 2 FILER NAME I Cchu f z 3 ACCOUNT Ethics Commission Filers 4 Date 5 Payee name 6 Amount Reimbursement from political contributions intended 8 PURPOSE OF EXPENDITURE Date Amount Reimbursement from political contributions intended PURPOSE OF EXPENDITURE Date Amount Reimbursement from political contributions intended PURPOSE OF EXPENDITURE Date Amount Reimbursement from poiiticalconitibutions intended PURPOSE OF EXPENDITURE 7 Payee address City State Zip Code J a Category See categories listed at the top of this schedule I b Payee name Payee address City State Zip Code Category See categories listed at the top of this schedule Payee name Payee address City State Zip Code Category See categories listed at the top of this schedule Payee name Payee address City State Zip Code Category See categories listed at the top of this xhetlule 1 flftravel oIsi omplete Schedule T Description If travel outside of Texas complete Schedule T Description If travel outside of Texas complete Schedule T Description If travel outside of Texas complete Schedule T ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 463 5800 I 1800 7352989 PAYMENT FROM POLITICAL CONTRIBUTIONS SCHEDULE H TO A BUSINESS OF C OH EXPENDITURE CATEGORIES FOR BOX 8a Advertising Expense GiftAwardsMemorials Expense Salaries Wages Contract Labor Loan RepaymentReimbursement Accounting Banking Legal Services Solicitation Fundraising Expense Transportation Equipment Related Expense Consulting Expense Food Beverage Expense Travel In District Contributions Donations Made By Event Expense Polling Expense Travel Out Of District Candidate Officeholder Political Committee Fees Printing Expense Office Overhead Rental Expense OTHER enter a category not listed above The Instruction Guide explains how to complete this form 1 Total pages Schedule H 2 FILER NAME IkkC 3 ACCOUNT Ethics Commission Filers 4 Date 5 Business name 6 Amount 7 Business address City State Zip Code 8 PURPOSE OF EXPENDITURE 9 Complete ONLY if direct expenditure to benefit C OH Date Amount PURPOSE OF EXPENDITURE Complete ONLY if direct expenditure to benefit C OH Date Amount a Category See categories listed at the top of this schedule Candidate Officeholder name Business name Business address City State Zip Code Description if travel ou exas complete Schedule T Office sought Office held Category See categories listed at the top of this schedule I Description If travel outside of Texas complete Schedule T Candidate Officeholder name Office sought Office held Business name Business address City State Zip Code PURPOSE Category See categories listed at the top of this schedule I Description If travel outside of Texas complete Schedule T OF EXPENDITURE Complete ONLY if direct Candidate Officeholder name Office sought Office held expenditure to benefit C OH Date Business name Amount Business address City State Zip Code PURPOSE Category See categories listed at the top of this schedule I Description If travel outside of Texas complete Schedule T OF EXPENDITURE Complete ONLY if direct Candidate Officeholder name Office sought Office held expenditure to benefit C OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 TDD 1 800 7352989 NON POLITICAL EXPENDITURES SCHEDULE I illiADE FROM POLITICAL CONTRIBUTIONS EXPENDITURE CATEGORIES FOR BOX 8a Advertising Expense Gift AwardsMemorials Expense Salaries Wages Contract Labor Loan RepaymenUReimbursement Accounting Banking Legal Services Solicitation Fundraising Expense Transportation Equipment Related Expense Consulting Expense Food Beverage Expense Travel In District Contributions Donations Made By Event Expense Polling Expense Travel Out Of District Candidate Officeholder Political Committee Fees Printing Expense Office Overhead Rental Expense OTHER enter a category not listed above The Instruction Guide explains how to complete this form 1 Total pages Schedule l 2 FILER NAME J 3 ACCOUNT k Ethics Commission Filers klz 4 Date 5 Payee name 6 Amount 8 PURPOSE OF EXPENDITURE Date Amount PURPOSE OF EXPENDITURE Date Amount PURPOSE OF EXPENDITURE Date Amount PURPOSE OF EXPENDITURE 7 Payee address City State Zip Code I a Category See categories listed at the lop of this schedule b Des instructions regarding type of information required Payee name Payee address City State Zip Code Category See categories listed at the top of this schedule Description see instructions regarding type of information required Payee name Payee address City State Zip Code Category See categories listed at the lop of this schedule Description See instructions regarding type of information required Payee name Payee address City Slate Zip Code Category See categories listed at the top of this schedule I Description See instructions regarding type of information required ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 463 5800 TDD 1 800 7352989 CREDITS Optional SCHEDULE K The Instruction Guide explains how to complete this form 1 Total pages Schedule K 2 FILER NAME 3 ACCOUNT Ethics Commission Filers 4 Date 5 Payor name 8 Amount M 6 Payor address City State 1 ode 7 Reason for credit I Date Payor name Amount M Payor address City State Zip Code Reason for credit Date Payor name Amount Payor address City State Zip Code Reason for credit Date Payor name Amount M Payor address City State Zip Code Reason for credit Date Payor name Amount I M Payor address City State Zip Code Reason for credit ATTACH ADDIT1014AL COPIES OF THIS SCHEDULE AS NEEDED wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 TDD 1 800 7352989 IN KIND CONTRIBUTION OR POLITICAL EXPENDITURE SCHEDULE T FOR TRAVEL OUTSIDE OF TEXAS The Instruction Guide explains how to complete this form 1 Total pages Schedule T I 2 FILER NAME 3 ACCOUNT Ethics Commission Filers 4 Name of Contributor Corporation or Labor Organization Pledgor Payee 5 Contribution Expenditure reported on Schedule A Schedule B Schedule C Schedule D Schedule F Schedule G Schedule H Schedule N COH UC COH T PAC C PAC E 6 Dates of travel 7 Name of persons traveling 8 Departure city or name of departure location 9 Destination city or name of destination location 10 Means of transportation 111 Purpose of travel including name of conference seminar or other event Name of Contributor Corporation or Labor Organization Pledgor Payee Contribution Expenditure reported on Schedule A Schedule B Schedule C Schedule D Schedule F Schedule G Schedule H Schedule N COH UC COH T PAC C PAC E Dates of travel I Name of persons traveling j Name of persons traveling Departure city or name of departure location Destination city or name of destination location Means of transportation I Purpose of travel including name of conference seminar or other event Name of Contributor Corporation or Labor Organization Pledgor Payee Contribution Expenditure reported on Schedule A Schedule B Schedule C Schedule D Schedule F Schedule G Schedule H Schedule N COH UC COH T PAC C PAC E Dates of travel j Name of persons traveling Departure city or name of departure location Destination city or name of destination location Means oftransportation I Purpose of travel including name of conference seminar or other event ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED wwwethicsstatetxus Revised 04212010 Texas Ethics Commission PO Box 12070 Austin Texas 78711 2070 512 4635800 T 1 800 735 2989 CANDIDATE OFFICEHOLDER REPORT FORM C OH FRDESIGNATIONOFFINALREPORT The Instruction Guide explains how to complete this form Complete only if Report Type on page 1 is marked Final Report 1 C OH NAME 3 SIGNATURE 2 ACCOUNT Ethics Commission Filers I do not expect any further political contributions or political expenditures in connection with my candidacy I understand that designating a report as a final report terminates my campaign treasurer appointment I also understand that I may not accept any campaign contributions or make any campaign expenditures without a campaign treasurer appointment on file Signature of Candidate Officeholde 4 FILER WHO IS NOT AN OFFICEHOLDER Complete A B below only if you are not an officeholder A CAMPAIGN FUNDS Check only one 0 I do not have unexpended contributions or unexpended interest or income earned from political contributions 0 I have unexpended contributions or unexpended interest or income earned from political contributions I understand that I may not convert unexpended political contributions or unexpended interest or income earned on political contributions to personal use I also understand that I must file an annual report of unexpended contributions and that I may not retain unexpended contributions or unexpended interest or income earned on political contributions longer than six years after filing this final report Further I understand that I must dispose of unexpended political contributions and unexpended interest or income earned on political contributions in accordance with the requirements of Election Code 254204 B ASSETS Check only one I do not retain assets purchased with political contributions or interest or other income from political contributions I do retain assets purchased with political contributions or interest or other income from political contributions I understand that I may not convert assets purchased with political contributions or interest or other income from political contributions to personal use I also understand that I must dispose of assets purchased with political contributions in accordance with the requirements of Election Code 254204 Signature of Candidate 5 OFFICEHOLDER Complete this section only if you are an officeholder I am aware that I remain subject to filing requirements applicable to an officeholder who does not have a campaign treasurer on file T I am also aware that I will be required to file reports of unexpended contributions if after filing the last required report as an officeholder I retain political contributions interestor other income from political ZSignature ets purchased with political contributions or interest or other income from political contributions of Officeholder wwwethicsstatetxus Revised 042112010