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Election Info: Kate Jackson
City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) December 9, 2002 Kate Jackson for City Council 359 Keamey Street Ashland, OR 97520 I have examined your Post-Election contribution and expenditure report for the General Election of November 5, 2002 and found the following: [Your committee report is sufficient. If you have any questions regarding this examination letter, please feel free to contact my office. City Recorder/Treasurer Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Pc t Rev. 12/01 Page l of 2 Candidate or Political Committee Name (use full name): Mailing Address as it Appears on Statement of Or,~nization (street, route or box number, city, state, zip code): Treasurer's Name: Telephone Number (day): -~'~/- ~ 8~--~(01 Committee ID Number: Committee Type, Measure Number or Office: [] Original [] Amendment [] Primary 20 [] 1st Pre-election [] General 200 ~ [] 2nd Pre-election [] Other [] Post-election [] September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS l. Cash Contributions (Accounting Period Total from PC 2) ~ (~ O ( ~.~ co ~ 2. Loans Received(Non-Exempt) + + (Accounting Period Total from PC 2) (D I ~ O O 3. Total Cash Contributions (lines 1+ 2) 4. In-Kind (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines 3 + 4) EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) 7. Loan Payments (Non-Exempt) (Accounting Period Total from PC 3) 8. Total Cash Expenditures (lines 6 + 7) 9. In-Kind (Accounting Period Total from PC 2) 10. TOTAL EXPENDITURES (lines 8 + 9) CASH BALANCE 11. Beginning Cash Balance (Ending Cash Balance from previous report) 12. Total Contributions (line 5) 13. Other Receipts (Accounting Period Total from PC 4A) 14. Loans Received (Exempt) (Accounting Period Total from PC 4A) 15. CONTRIBUTION SUBTOTAL (lines 11 + 12 + 13 + t4) 16. Total Expenditures (line 10) 17. Other Disbursements (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) (Accounting Period Total from PC 4B) 19. EXPENDITURE SUBTOTAL (lines 16 + lV + 18) 20. ENDING CASH BALANCE (line 15 minus line 19) O,oC) FOR OFFICE USE ONLY Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Candidate or Political Committee Name: [] Original [] Amendment [Committee ID Number: [] Primary 20 [] 1st Pre-election [] General 200 [] 2nd Pre-election [] Other [] Post-election LOAN SUMMARY 21. Beginning Outstanding Loans (Total Outstanding Loans from previous report) 22. Loans Received (Non-Exempt) + (line 2) 23. Loans Received (Exempt) + (line 14) 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) = 25. Loan Payments (Non-Exempt) (line 7) 26. Loan Payments (Exempt) (line 18) + 27. Forgiven Loans (Total loans forgiven during this accounting period) + 28. LOAN PAYMENT SUBTOTAL (lincs25+26~27) = { ~ O (D 29. TOTAL OUTSTANDING LOANS (line 24 minus line 28) : PERSONAL EXPENDITURE ;UMMARY 30. Beginning Outstanding Personal Expenditures (line 36 ofprevioos report) C) 31. Personal Expenditures + (Accounting Period Total from PC 3A) 32. PERSONAL EXPENDITURE SUBTOTAL (lines 30 + 3 I) 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with pinT, ese code R) 34. Forgiven PersonaI Expenditures + (Total personal expenditnres forgiven this acctg, period) 35. REIMBURSEIMENT SUBTOTAL (lines 33 + 34) 36. OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) = FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) (.~ 38. Accounts Receivable + (Accounting Period Total l¥om PC 5) 39. SUBTOTAL (lines 37 + 38) = 40. Total Outstandin~ Loans (line 29) ~ (~) 41. Outstanding Personal Expenditures + (lille 36) 42. Accounts Payable + (Accounting Period Total fi'om PC 6) 43. SUBTOTAL = (lines 40 + 41 ~ 42) 44. I:~ALANCE/DE FICIT = F__..~' (lille 39 millklS lille 5-3: indicate + or - balance) statement and the attached - ' reports are supporting true alld correct. Signature of candidate or treasurer Rev. 12/01 Page 2 [] September Supplemental FOR OFFICE USE ONLY (name et'candidate or treasurer), hereby ce~tiI~ that the above c Date signed PC 3 Cash Expenditures and Loan Payments Candidate or Political Committee Name: Committee ID Number: Election: ~ Prima~ 20 ~ General 20 o.~ ~ Other Report: ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) EXPENDITURE TYPES A Agent N Ne~vspaper and Other Periodical Adve~ising CA Cash B Broadcast Adve~ising (Radio, TV) O Other Adve~ising (yard signs, buttons, etc.) LP Loan Payment C Cash Contributions P Postage F Funch-aising Event Expenses R Reimbursement G General Operational Expenses (describe S Surveys and Polls if over $50) T Travel Expenses (describe if over $50) Interest Payment U Utilities L Literature. Brochures, Printing W Wages, Salaries, Benefits M Management Services Z Preparation and Production of Adve~ising Payee's Name and Payee's Committee ID~, Exp. Amount of Line ~ Date Check fi if applicable Purpose Type Expenditure Paid (as it appears on invoice, receipt or check) to ~P 4. $ 5. $ 6. $ 7. $ 9. $ ~0. $ Page Totals (Add all expenditures with thc same Accnunting Period Totals (Complete onh' l~x' last pa~e and See expenditure type. ) translDr these amounts Ia thc Summary gtatcmenl, Instructions on Back alld Cash (CA) $ / ~O -- Cash (CA) $ l in Campaign Enter on SummaD' Statement. Column Finance Loan Payment (LP) $ ~G~. G1 Loan Payment (LP) $ S ~ N1 anua[ Enter oH Sununa~' Stateroom. Colunm PC 3 PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Election: [] Primary 20 [] General 20 O,}.-- [] Other Report: [] 1st Pre-election [] 2nd Pre-election [] Post-election [] September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1: Contributor Type CODE 2: Contribution Type B Business Entity CA Cash C Political Conm~ittee (includes business and union PACs) CO Cosigner Obligation F Candidate's Immediate Family (includes candidate) IK In-Kind I Individual LR Loan Received L Labor Organization O Other P Political Party Committee Line # Name and Address of Contributor Amount of In-Kind Purpose Contribution (see manual for suggested purpose codes) Occupational Information, Contributing Contributor Date Received Committee's IDi¢. or Description if Code I is "0" Aggregate Code 1 Code 2 1. ':~ ,~ O A ~.b~ ~..,~(x_ $ lO O to/~ W'oz - ~ ~ . ~ t ~oc ~ 2. ~ ~,~ $ l 4. $ $ Page Totals (Add all amounts with thc same Accounting Period Totals (Complete only fi)r last page and See contribution typo, Do not inch<lc aggregates.) transtar these amounts to thc Summary Statement. PC l.) Instructions on Back and Cash (CA) S ~ OO Cash (CA) S ~ ~ in Campaign Entc,-Otl SUllltllal) 5lalClllClit, Colulllli A. Linc I Finance In-Kind (IK) S ~ 0 0 ha-Kind (1K) S ~ ~ O ~lanual Emc~ tm Summar> Statement, Cohmm A. Lines 4 and 9 Loans Received (LR) S Loans Received (LR) S PC 2 Enter on Summa~ Statement, Column A. Linc 2 PC 4A Other Receipts Candidate or Political Committee Name: Committee ID Number: Page of Election: [] Primary 20 [] General 20 02__ [] Other Report: [] 1st Pre-election [] 2nd Pre-election [] Post-election [] September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS Other Receipt Transaction Type Codes EL Exempt Loan Proceeds FM Items Sold at Fair Market Value IN Interest/Investment Income OM Miscellaneous (provide a description) RF Rebinds, Rebates and Returns Date Name Other Receipt Line # Received (required for codes EL, OM and RF; Transaction Type Other Receipt Amount optional for codes FM and IN) Code 1. $ 2. ~2. $ 3. $ 4. $ 5. $ 6. $ 7. $ 8. ,~¢ $ 9. 10. $ Page Totals (Add all Other Receipt Transaction Accounting Period Totals (Complete only for last page and See Type Codes specified.) transfer these amounts to the Summary Statement, PC 1.) Instructions on Back and Codes FM, IN, OM, RF $ ~, ~ O Codes FM, IN, OM, RF $ in Campaign Enter on Summary Statement, Colurm~ A, Line 13 Finance Code EL $ Code EL $ Manual Enter on Summary Statement, Column A, Linc 14 PC 4A December 5, 2002 Kate Jackson tbr City Council 359 Kearney St. Ashlmid, OR 97520 Subject: Forgiven Loan in Amount of $432.38 from Chuck Keil Dear Ms. Jackson, With this letter, I formally forgive a portion of the total loan amount I contributed to your campaign. I contributed $1,000.00. I forgive the amoum of $432.38. Sincerely, Chuck Keil City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) November 5, 2002 Kate Jackson for City Council 359 Kearney Street Ashland, OR 97520 I have examined your 2na pre-election contribution and expenditure report for the General Election of November 5, 2002 and found the following: ~Your committee report is sufficient. If you have any questions regarding this examination letter, please feel free to contact my office. Barbara Christensen City Recorder/Treasurer PC Summary Statement of Contributions and Expenditures Rev. Please type or print legibly in black ink. Page 1 of 2 Candidate or Political Committee Name (use full name): Mailing Address as it Appears on Statement of Organization (street, route or box number, city, state, zip code): Treasurer's Name: Telephone Number (day): Committee ID Number: ] Committee Type, Measure Number or Office: [] Original [] Amendment [] Primary 20 [] General 20 O ~ [] Other [] 1st Pre-election [~] 2nd Pre-election [] Post-election [] September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS 1. Cash Contributions (Accounting Period Total from PC 2) ~ (~) ~'' ~ (2) ~'- 2. Loans Received (Non-Exempt) + (Accounting Period Total from PC 2) ) O O O + ~ t-it (D O 3. Total Cash Contributions (linesl+2) = t (o q-~ ~'* = ;~ D~ rO ~-~ 4. In-Kind + + (Accounting Period Total from PC 2 5. TOTAL CONTRIBUTIONS (lines3+4) = / ~ O ~'~ = ~.~;[O ~ EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) Loan Payments (Non-Exempt) (Accounting Period Total from PC 3) 8. Total Cash Expenditures (lines 6 + 7) 9. In-Kind (Accounting Period Total from PC 2) 10. TOTAL EXPENDITURES (lines 8 + 9) CASH BALANCE 11. Beginning Cash Balance (Ending Cash Balance from previous report) 12. Total Contributions (line 5) 13. 14. 15. Other Receipts (Accounting Period Total from PC 4A) Loans Received (Exempt) (Accounting Period Total from PC 4A) CONTRIBUTION SUBTOTAL (lines 11 + t2+ 13+ 14) 16. Total Expenditures (line 10) 17. Other Disbursements (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) (Accounting Period Total from PC 4B) 19. EXPENDITURE SUBTOTAL (lines 16 + 17 + 18) 2o ~ FOP, OFFICE USE ONLY 20. ENDING CASH BALANCE (line 15 minus line 19) 22. 23. 24. 25. 26. 27. Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 2 o1'2 Candidate or Political Committee Name: Committee ID Number: [] Original [] Amendment [] Primary 20 [] 1st Pre-election [] General 20 [] 2nd Pre-election [] Other [] Post-election LOAN SUMMARY 21. Begilming Outstanding Loans (Total Outstanding Loans from previous report) '~ O O . + Loans Received (Non-Exempt) (line 2) Loans Received (Exempt) (line 14) LOANS RECEIVED SUBTOTAL (lines 21 +22+23) Loan Payments (Non-Exempt) (line 7) Loan Payments (Exempt) (line 18) Forgiven Loans (Total loans forgiven during this accounting period) TOTAL OUTSTANDING LOANS (line 24 minus line 28) 28. LOAN PAYMENT SUBTOTAL (lines 25 * 26 -27) 29. PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures (line 36 of previous report) 31. Personal Expenditures + (Accounting Period Total from PC 3A) 32. PERSONAL EXPENDITURE SUBTOTAL (lines 30 + 31 ) 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with ptupose code R) 34. Forgiven Personal Expendilures + (Total personal expenditures tbrgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) 36. OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) FINANOlAL STATUS AT CLOSE OF AGGOUNTING 37. Ending Cash Balance 38. Accounts Receivable + (Accounting Period Total I?om PC 5) 39. SUBTOTAL 40. Total Outstandin5 Loans (linc 29) 41. Outstanding Personal Expenditures + (line 36) 42. Accounts Payable + (Accountin~ Period Tomt from PC 6) 43. SUBTOT:XL (lines 40 + 41 -42~ 44. BAI~ANCE/I)EFI('IT (linc 39 minus linc 4): indicate statement and the attached supporting reports are trne and eom'eot. Signature of candidate or treasurer [] September Supplemental FOR OFFICE USE ONLY (name of candidate or treasurer), bcrcby certify that the above Date signed PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Election: [] Primary 20 [] General 20 O ,.).- [] Other Report: ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE ~: Contributor Type CODE 2: Contribution Type B Business Entity CA Cash C Political Co~qittee (includes business and union PACs) CO Cosigner Obligation F Candidate's Immediate Family (includes candidate) IK In-Kind I Individual LR Loan Received L Labor Organization O Other P Political Pa~y Co~ittee Amount of In-Kind Purpose Line ~ Name and Address of Contributor Contribution (see manual for suggested purpose codes) Occupational Information, Contributing Contributor Date Received Committee's I~, or Description if Code 1 is ~0" Aggregate Code 1I Code 2 ~oo. Pa,,e~kTtti~sT~~an}ounts~, ,ne 'uno Accounting Period Totals (Complete only tbr last page and COlTtri .) transtar these amounts to the Summary Statement. PC 1.) See Instructions on Back and Cash (C.M S ~ O~ ~ Cash (CA) S in Campaign Enter Pti S[llIlll/il[) Statement, Column A. Linc I Finnnce In-Kind ([K) S In-Kind (IK) ~lallUa] Enter on Sttmma~T Stalcmcnt, Column A. Loans Received (LR) S ] / O O O Loans Received (LR) S _ I PC 2 Enter oil S[lllllllilB Sk~tcmcnt, Column A. Linc 2 PC: 3 Cash Expenditures and Loan Payments Ro,,.,:,0, Candidate or Political Committee Name: Committee ID Number: Election: [] Primary 20 [] General 20 O ~ [] Other Report: [] Ist Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) EXPENDITURE TYPES A Agent N Newspaper and Other Periodical Adve~ising CA Cash B Broadcast Adve~ising (Radio, TV) O Other Adve~ising (yard signs, buttons, etc.) LP Loan Payment C Cash Contributions P Postage F Fundraising Event Expenses R Reimbursement G Genera[ Operational Expenses (describe S Surveys and Polls if over $50) T Travel Expenses (describe if over $50) [ Interest Payment U Utilities L Literature. Brochures, Printing W Wages, Salaries, Benefits M Management Services Z Preparation and Production of Advertising Payee's Name and Payee's Committee ID~, Exp. Amount of Line ~ Date Check ~ if applicable Purpose Type Expenditure Paid (as it appears on invoice, receipt or check) to ~P 8. $ i 9. $ ~ Pa~e Totals (Add all in~ Period Totals (Complete only tbr last pa? and See i expenditure type. ) translN' tl~csc amounts to fl~c Summary Stateroom. PC Instructions on Backa,,d Cash(CA) S 7~3 .%~ Cash(CA) $ / in Campaign Emir on Summa6' Smtcmcm. Column A. Line 6 Finance Loan Payment (LP) $ Loan Payment (LP) ~'1 a n u Il [ Enter on Summa%' Statcmcnl. Column ,,X. Linc PC 3 City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) October 15, 2002 Kate Jackson for City Council 359 Keamey Street Ashland, OR 97520 I have examined your first pre-election contribution and expenditure report for the General Election of November 5, 2002 and found the following: Your committee report is sufficient. If you have any questions regarding this examination letter, please feel free to contact my office. Barbara Christensen City Recorder/Treasurer Summary Statement of Contributions and Expenditures Please type or print legibly in black ink, PC I Rev. 12/01 Page I of 2 Candidate or Political Committee Name (usc full name): Mailing Address as it Appears on Statement of Organization (street, route or box number, city, state, zip code): Treasurer's Name: I Telephone Number (day): Commi~ee ID Number: [ Committee T~e, Measure Number or Office: ~ [ ~ Original ~ Prima~ 20 ~ General 20 6 ~ ~ Other ~ Amendment ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS l. Cash Contributions (Accounting Period Total from PC 2) ~-- 0 (2> ~ ~ O 2. Loans Received (Non-Exempt) + + (Accounting Period Total fi-om PC 2) t../ O O ,:~ O O 3. Total Cash Contributions (line~ 1~ 2) 4. In-Kind (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines 3 + 4) EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) 7. Loan Payments (Non-Exempt) (Accounting Period Total from PC 3) 8. Total Cash Expenditures dine~ 6 + 7) 9. In-Kind (Accounting Period Total from PC 10. TOTAL EXPENDITURES (lines 8 + 9) CASH B~LANCE 1t. Beginning Cash Balance (F_nding Cash Balance from previous report) cooo FOR OFFICE USE ONLY 12. Total Contributions (line 5) 13. Other Receipts (Accounting Period Total from PC 4A) 14. Loans Received (Exempt) (Accounting Period Total from PC 4A) 1 5. CONTRIBUTION SUBTOTAL (lines Il ! 12 ~ 13 + 14) 16. Total Expenditures I 7. ()thor l)isburscmcnts (Accountin.,.z Period Total from PC 413) 1 8. Loan Payments (Exempt) (Accounting Period Total from PC 4B) 19. EXPENDITURE SUBTOTAL 20. ENDING CASH BALANCE (line 15 minus line 19) Summary Statement of Contributions and Expenditures Please type or print legibly ira black ink. Candidate or Political Committee Name: Rex 12/OI [] Original [] Amendment 21. 22. 23. 24. 25. 26. 27. 28. 29. [] Primary 20 [] 1st Pre-election [] General 20 ~, 3.--- [] 2nd Pre-election ICommittee 1D Nunlber: Page 2 of 2 [] Other [] Post-election [] September Supplernental LOAN SUMMARY Beginning Outstanding Loans (Total Outstanding Loans from previous report) Loans Received (Non-Exempt) (line 2) Loans Received (Exempt) (line 14) LOANS RECEIVED SUBTOTAL (lines21+22+23) Loan Payments (Non-Exempt) (line 7) Loan Payments (Exempt) (line 18) Forgiven Loans (Total loans forgiven during this accounting period) LOAN PAYMENT SUBTOTAL (lines 25 + 26 TOTAL OuTsrI'ANDING LOANS = ~t, OO (line 24 minus line 28) PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures (line 36 of previous report) 31. Personal Expenditures + (Acconnting Period Total from PC 3A) 32. PERSONAL EXPENDITURE SUBTOTAL (lines 30 + 31 ) 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures + (Total personal expenditures lbrgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) 36. OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) ~/' ! ~ 38. Accounts Receivable + (Accounting Period Total from PC 5) 39. SUBTOTAL (lines 37 + 38) = Z../, / ~ 40. Total Outstanding Loans (line 29) 41. Outstanding Personal Expenditures + (line 36) 42. Accounts Payable + (Accounting Period Total fi'om PC 6) 43. SUBTOTA[~ (lines404 41 + 42) 44. BAI,.\NCE/I) EFICI'I' (linc 39 lnintts linc 43: indicate i or - balance) FOP, OFFICE USE ONLY statement and thc attached supporting reports are [rt~e and con'cct. Signature of candidate or treasurer (name of candidate or treasurer), hereby ccrtil~, that the above C__) ,--T /~ i Date signed City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) October 8, 2002 Kate Jackson Kate Jackson for City Council 359 Keamey Street Ashland, OR 97520 I have examined your first pre-election contribution and expenditure report for the General Election of November 5, 2002 and found the following: Your committee report is sufficient. Your committee report is not sufficient in the following way(s). Summary Statement of Contributions and Expenditures "Loan Summary" information needs to be completed and carried down to "Financial Status as Close of Accounting Period." You must file the necessary amended information on amendment forms. All requested information on this exam letter must be submitted by October 15, 2002 to avoid penalties. For your convenience, I have enclosed a copy of your original report that indicates areas where correction is needed. If you have any questions regarding this examination letter, please feel free to contact my office. Barbara Christensen City Recorder/Treasurer Enclosures PC 1 Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 1 ot'2 Candidate or Political Committee Name (usc full name): Mailing Address as it Appears on Statement of Organization (street, route or box number, city, state, zip code): Treasurer's Name: Telephone Number (day): Committee ID Number: Committee Type, Measure Number or Office: [] Original [] Prima,T 20 [] General 20 O ~ [] Other [] Amendment [] 1st Pre-election [] 2nd Pre-election [] Post-election [] September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS Cash Contributions (Accounting Period Total from PC 2) ~ O O ~ O O 2. Loans Received (Non-Exempt) + + (Accounting Period Total t¥om PC 2) ~ O O '-t ~o O 3. Total Cash Contributions (linesl+2) = (o cO = ~ ©O 4. In-Kind + + (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines 3 + 4) = (..o (.30 = ~ CO O EXPENDITURES 6. Cash Expenditures / & 'q-- t g- (Accounting Period Total from I'C 3) ~ 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) 8. Total Cash Expenditures I e ~ t ti~ (lines 6 + 7) = ~ = '~:~--~ 9. In-Kind + + (Accounting Period Total from PC 2) 10. TOTAL EXPENDITURES / ~ 4-- t ~ ::]--- (lines 8 '~ 9) CASH BALANCE 1 l. Beginning Cash Balance (Ending Cash Balance frOl'n prcxious report) t~ FOR OFFICE USE ONLY 12. Total Contributions + (line 5) (.o (.D O 13. Other Receipts + (Accounting Period Total from PC 4A} 14. Loans Received (Exempt, . (Accounting Period Total from PC 4A) ~ ~ ............. 15. CONTRIBUTIONSUBTOTAI. ~ (lines It + 12 + 13 ~ 14) = (.7..0 © C9 16. TotalF. xpenditurcs t g'-~4_. ' OCT 2 .. ?(}02 JJJ ii (line 10) 17. Other Disbursements + (Accountin~ Period Total From I'C 4B) ...... .7 :_ :.-_:~.__~L,~J _ . I 8. Loan Payments (Exempt) + (Accotmting Period Total from PC 4B) 19. EXPENDITURE SUBTOTAL (lines 16 + 17 + 18) = ~ I g'-m~C-- 20. ENDING CASH BALANCE ~ / (line 15 minus line 19) = ~'~ J PC 1 Summary Statement of Contributions and Expenditures Rev. Please type or print legibly in black ink. Page 2 of 2 Candidate or Political Committee Name: Committee ID Number: [] Original [] Amendment [] Primary 20 [] 1st Pre-election [] General 20 O [] 2nd Pre-election [] Other [] Post-election [] September Supplemental LOAN SUMMARY 2 l. Beginning Outstanding Loans (Total Outstanding Loans from previous report) 22. Loans Received (Non-Exempt) + (line 2) 23. Loans Received (Exempt) + (line 14) 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) 25. Loan Payments (Non-Exempt) (line 7) 26. Loan Payments (Exempt) + (line 18) 27. Forgiven Loans + (Total loans forgiven during this accounting period) 28. LOAN PAYMENT SUBTOTAL (lines 25 + 26 +27) 29. TOTAL OUTSTANDING LOANS (line 24 minus line 28) = PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures (line 36 of previous report) 31. Personal Expenditures + (Accounting Period Total from PC 3A) 32. PERSONAL EXPENDITURE SUBTOTAL (lines 30 + 31) 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures + (Total personal expenditures forgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) 36. OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) 38. Accounts Receivable + (Accounting Period Total from PC 5) 39. SUBTOTAL (lines 37 + 38) 40. Total Outstanding Loans (line 29) 41. Outstanding Personal Expenditures + (line 36) 42. Accounts Payable + (Accounting Period Total from PC 6) 43. SUBTOTAL (lines 40 + 41 + 42) 44. BALANCE/DEFICIT (line 39 minus line 43: indicate + or - balance) FOR OFFICE USE ONLY statement and the attached supporting reports are true and correct. Signature of candidate or treasurer (name of candidate or treasurer), hereby certify that the above Date signed PC3 Cash Expenditures and Loan Payments Candidate or Political Committee Name: Committee ID Number: Election: ~ Prima~ 20 ~ General 20 o ~ ~ Other Report: ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) EXPENDITURE TYPES A Agent N Newspaper and Other Periodical Adve~ising CA Cash B Broadcast Adve~ising (Radio, TV) O Other Adve~ising (yard signs, buttons, etc.) LP Loan Paylnent C Cash Contributions P Postagc F Fundraising Event Expenses R Reimbursement G General Operational Expenses (describe S Surveys and Polls if over S50) T Travel Expenses (describe if over $50) I Interest Payment U Utilities L Literature. Brochures, Printing W Wages, Salaries, Benefits M Management Se~iccs Z Preparation and Production of Adve~ising Payee's Name and Payee's Committee I~, Exp. Amount of Line ~ Date Check ~ if applicable Purpose Type Expenditure Paid (as it appears on invoice, receipt or check) to A/P s 2. 10. S Page Totals (Add all expenditures with tine same Accounting Period Totals (Complete only fi~]-last pz~c Sec expenditure Ix'pc.) translk'r these amounts to Iho S t~ I ~ ~ i~ ;~ ~-x T Stateroom. PC Instructions ' ( ~I g~ -I'g on Back and Cash (CA) $ ~ Cash (CA) S in Campaign Emcr on Summm5 Stateroom, CoIumn X. I mc Finance Loan Payment (LP) $ Loan Payment (LP) $ Manual Entcr on Sum[nar? Sl~tcmcm, Column .x. [ PC 3 PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Election: ~ Prima~ 20 ~ General 20 O & ~ Other Report: ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1: Contributor Type CODE 2: Contribution Type B Business Enti~ CA Cash C Political Co~nittee (includes business and union PACs) CO Cosigner Obligation F Candidate's hmnediate Family (includes candidate) IK In-Kind I IndMdual LR Loan Received L Labor Organization O Other P Political Pa~y Committee Line ~ I Name and Address of Contributor Amount of In-Kind Purpose Contribution (see manual for suggested purpose codes) Occupational Information, Contributing Contributor Date Received Commi~ee's I~, or Description if Code 1 is "0" Aggregate Code 1I Code 2 1. ~ ~q ~~Y S leo, ~ 2. ¢~O A~ ~~ S f~o . -- Page Totals (Add all amoclnls with the same Accutllltillg Period ~Complctc only See comribution type. Do not include aggrcgmcs.) transtL'r these amounts to the Summary Slatelncnt, lusH'ucliOl~S on Ba~k and Cash (CA) S ~0 0 Cash (CA) ~ _ __ ~2% in Callipaig~ ::ncr on Summa~ Stateroom. ('oh.nn % l.mc I Finance ln-Kind (IK) $ ln-Kind (IK) $ Manual Enter tlr SLunnlal~ Statement, ('ohmm Luaus Received (LR) $ ~ 0 0 Loans Received (LR) $ ff 0 o PC 2 Enter on Summaw SmtemenL Column A, l.ine 2 FILING OF CANDIDACY FOR NONPARTISAN NOMINATION PLEASE TYPE OR LEGIBLY PRINT IN BLACK INK. NOTE: This information is a matter of public record and may be published or reproduced. [---1 INCUMBENT FOR OFFICE OF IUDGE FILING FOR OFFICE OF C [ I~ U~, ~r~ C__ I. NAME OF CANDIDATE DISTRICT, DEPARTMENT OR POSmON NUMBER NAME SHOULD APPEAR ON.BALLOT AS FOLLOWS RESIDENCE ADDRESS (SrRE~'r/RotrrE, crrY, ST^TE, Z~I' CODE) g/ eu TELEPHONE (HOME) TELEPHONE (WORK) COUNTY OF RESIDENCE FAX EMAIL c~ ~-~ClkO(3-- £, C~ ~-~ MAILING ADDRESS WHERE ALL CORRESPONDENCE WILL BE SENT WEB$ITE [~] FILING OF CANDIDACY BY DECLARATION, WITH THE REQUIRED (ORS 249.056). FILING FEE FILING FEES FILING OF CANDIDACY BY DECLARATION STATE VOTERS' PAMPHLET (ORS 249.056) (ORS 251.095) OFFICE ST^TEV~DE OFFiCeS $100 $1000 Cmcurr COURT lt.aX;E $ 50 $300 D~PdCT AT'rORN£Y $ 50 $300 M_SD EXECUTIVE OFFICER, MSD AUDITOR $100 ~l~ll~ $300 CITY OFFICE * Ius'rICE OF TH~ P£^CE Norm · Set By Charter or Ordinance *' For Cities With a Population of,I~ Fi~ing~f can~i~ac~yPR~SPEC.rI¥EPetiti~n~withtherequire~l~~t~.vth ~ -`~~(SEL~2~)an~state~ent one or more [~EilingofcandidacybyCOMPLETEDpetition, withtherequiredsignature~hee~~~prop~~ officials (ORS 249.020, 249.064). ~~ 71111 Filing For Candidacy: First Day April 1,2001 F'~dacy:F~ ~p,~c=,~oov!I!il Filing For Candidacy: Last Day March 12, 2002 F'~dacy: Last Da~ii~ust Deadline to Withdraw Candidacy: March 15, 2002 Deadline to Withdraw Candida ~,c~t: A~,tt 30, 2722 "~r/ Filing For State ¥oters' Pamphlet: March 14, 2002 Fdin~oters' Pamphlet: August FOR OFFICE USE ONLY INITIALS CASH OR CHECK NUMBER RECEIPT NUMBER CANDIDATE ID NUMBER OFFICE NUMBER PRINCIPAL CAMPAIGN COMMITTEE ID # ¸,-4 SEL120REV. 11/01 ORS249.03! STATEMENT ONE OR MORE PETITION CIRCULATORS WILL BE PAID I/We hereby declare one or more petition circulators will be paid money or other valuable consideration for obtaining signatures of active registered voters on the attached petition or certificate. I/We understand the filing officer must be notified not later than the tenth day after I/we first have knowledge or should have had knowledge that no petition circulator will be paid for obtaining signatures. Identify Petition (Name of Candidate or Minor Political Party on Prospective Petition; or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition) Signed* Date signed Date signed Date signed *Statement must be signed by one of the following: · candidate for nomination; · all chief petitioners for initiative or referendum petition; · chief petitioner for recall petition; · chief sponsor for certificate of nomination; or · chief sponsor for minor political party formation petition. STATEMENT NO PETITION CIRCULATORS WILL BE PAID I/We hereby declare no petition circulator will be paid money or other valuable consideration for obtaining signatures of active registered voters on the attached petition or certificate. I/We understand the filing officer must be notified not later than the tenth day after I/we first have knowledge or should have had knowledge that one or more petition circulators will be paid for obtaining signatures. Identify Petition (Name of Candidate or Minor Political Party on Prospective Petition; or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition) Signed* ~ ~ ~-J~~ Date signed'------'-~'- ~,-) ~"- r~'4~O ~ Date signed Date signed *Statement must be signed by one of the following: · candidate for nomination; · all chief petitioners for initiative or referendum petition; III 1! i . i,, til · chief petitioner for recall petition; Ill · chief sponsor for certificate of nomination; or ha , till · chief sponsor for minor political party formation petitio I. SEL 300 REV 11/01 LS 248.008, ORS 249.061, ORS 249.078, ORS 249.740, ORS 249.865, ORS 250.045, ORS 250.165, ORS 250.265, ORS 255.135 Signature Requirements: Total Pages: Total Lines: Jackson County Petition Statistics Report Kate Jackson 25 eligible registrants in the entire county 4 37 Processed: 08/15/2002 9:10 AM Printed: 08/15/2002 9:10 AM Valid Signatures: 32 Percent Needed: -28.00% Percent Processed: 128.00% Signatures Needed: 25 Invalid Signatures: 5 Status Reason Number Processed Percent Processed Accepted Pending Rejected Signatures do not match 32 2 3 86.49% 5.41% 8.11% Percent of Invalids Pending: Percent of Invalids Rejected: 40.00% 60.00% Copyright © 2002 Election Systems and Software, Inc. Page 1 of 1 O Z 0 0 Z 0 : Z o 0~. Z 0 Z Z © Z SEL 220 ORS 260.037 R,v.,l,0, Candidate's Statement of Organization ors 260.039 ORS 260.041 Please type or print legibly in black ink. 1 Primary 20 General 20 O ~ Other election date [] Will exist for more than one year 2 This filing is an: [~Original [] Amendment [] Discontinuation 3 Name of principal campaign committee Committee address (street/route, city, state, zip code) - no post office box numbers~ Name of treasurer & ' /!!111 Mailing address to which all committee correspondence will be sent Work phone number Home phone number Fax number E-mail address 4 Name of candidate Residence address (street/route, city, state, zip code) - no post office box numbers Mailing address to which all candidate correspondence will be sent Work phone number Home phone number Fax number E-mail address Occupation of candidate Name of office sought (include county, position, department or zone number, if applicable) 5 Additional addr6ss that may be used on political publications (post office box or street/route, city, state, zip code) 6 Party affiliation (complete only if filing for partisan office) [] Democratic [] Libertarian [] Pacific Green [] Republican [] Not a member of a party [] Other 7 Political committee intends to solicit fimds by (mark all that apply): [~l~irect mail ~Personal contact [] Radio [] Television ~E~4~vents c,_ ]~7Newspaper ~-Website [] Other Please complete and sign the back side of this form. 8 Committee Directors (if any) Name Address (including zip code) Occupation Phone Number If two or more directors of this political committee are also directors of another political committee, list the names of those directors and the name and address of the other political committee. By h~n}~n'g this document I ack~Q~vt~dge t~l[~t I am personally liable for any penalties imposed under ORS chapter 260. Ca!~~''~'~ (~~'''''~ Treasurer's signature (if different than candidate) Da Date signed Important: Both the candidate and treasurer of a principal campaign committee must sign the Statement of Organization. Instructions Filing an original Statement of Organization The completed form must be filed within three business days of first receiving a contribution or making an expenditure. A date stamped copy, which includes your identification number, will be returned to you as an acknowledgment of your filing· NOTE: A candidate may have only one principal campaign committee. A candidate who serves as the treasurer A candidate may either serve as the candidate's own treasurer or may appoint a separate treasurer. A candidate who serves as their own treasurer and who does not expect to receive or spend more than $300 for the entire election is not required to file a Statement of Organization or contribution and expenditure reports. However, if at any time they exceed $300 in either contributions or expenditures, they must then file a Statement of Organization and contribution and expenditure reports. Amending information on this form Any change in the information on this form must be filed within ten (10) days of the change. To notify the filing officer of a change in information, submit this form, completed in its entirety, and mark the "Amendment" box· Discontinuing You must file a final contribution and expenditure report that shows a zero balance, along with a completed SEL 220 with the "Discontinuation" box marked. The final report may be filed at any time. kson Working Together- Finding the Ways That Work "Kate brings 22 years of experience in environmental protection. She is a results oriented, problem solver. An outstanding candidate for City Council." Linda Alper, Actor Kevin Cooney Writer "Kate is an active and effective volunteer both in and out of the classroom. She has the interests of the kids and the community at heart." Barbara Heyerman, Teacher Lincohl Elementary School Kate has the experience and know-how to gel things done. "Experienced" Ashland Business Owner Open-Minded and Accessible Respectful of the Diversity in Ashland Oregon roots go back six generations Environmental Protection - 22 Years Experience Bachelor's & Master's Degrees in the Natural Sciences Vote Kate Jackson for Ashland City Council, Seat #4 A Dedicated, Respected Comrr~unity L~adcr What Kate Stands For... Starter Housing: · Homes affordable for young families Environmental Protection: · Wildfire prevention · Clean drinking water · Open space, public parks and trails Public Education: · Daughter in public school system · Stable, long-term and adequate funding for public schools Traffic Safety: * Safety and comfort for all modes of transportation · Reduced congestion · Parking solutions · Convenient public transit Ashland Public Arts Commission: · Provide review for public art proposals · Foster local artists · Support a vibrant arts community For more information, to make a donation or to order a lawn sign, call 482-2612. katejackson@opendoor.com Paid for by Kate Jackson tor Ashland (ity Council Seat #4. A Super Volunteer... · 1997 Flood Recovery · Winburn Way Bridge Redesign · Transportation, Transit & Parking Committee · Downtown Plan Update Committee · Siskiyou Blvd. Citizens' Design Committee · Rogue Valley Council of Governments · Bear Creek Watershed Council · Ashland Watershed Partnership · Lincoln Elementary School · Ad Hoc Public Arts Policy Group City of Ashland City Hall City Recorder's Office 20 E. Main St. Barbara Christensen, City Recorder Ashland, Oregon 97520 (541) 488-5307 (phone) (541) 488-5311 (fax) October 1, 2002 Kate Jackson for City Council Kate Jackson 359 Keamey Street Ashland, OR 97520 Re: Filing of 1st Pre-Election Report for November 5, 2002 Election Oregon Election Law requires complete, accurate and timely disclosure of contributions and expenditures by candidates, principal campaign committees and political committees. The statutes designate a specific schedule for filing reports that must be adhered to and establish procedures for reports that are not submitted as required or for reports that do not comply with ORS chapter 260. The deadline for filing the Statement of Contributions and Expenditures for your political committee, for the period ending September 19, 2002, was no later than September 30, 2002. Although there has been no complaint filed regarding a late reporting of contribution and expenditures, it is my responsibility as the City Elections Filing Officer to request that this information be submitted. Please be advised that if a report is not received in my office by October 7, 2002, a request will be submitted to the Secretary of State to impose civil penalties. If you have any questions, please feel free to contact my office. Sincerely, Barbara Christensen City Recorder/Treasurer Enclosure: Schedule of Accounting Periods and Filing Deadlines for 2002 Local Elections