HomeMy Public PortalAboutCampaign Treasurer's Report (M-7)CAMPAIGN TREASURER'S REPORT SUMMARY
(1) OFFICE USE ONLY
Name
(2)
Address (number and street)
City, State, Zip Code
Check here if address has changed (3)ID Number:
(4)Check appropriate box(es):
Candidate Office Sought:
Political Committee (PC)
Electioneering Communications Org. (ECO) Check here if PC or ECO has disbanded
Party Executive Committee (PTY) Check here if PTY has disbanded
Independent Expenditure (IE) (also covers an Check here if no other IE or EC reports will be filed
individual making electioneering communications)
(5) Report Identifiers
Cover Period: From / / To / / Report Type:
Original Amendment Special Election Report
(6)Contributions This Report (7)Expenditures This Report
Monetary
Expenditures Cash & Checks $ , , . $ , , .
Loans $ , , . Transfers to
Office Account $ , , .
Total Monetary $ , , .
Total Monetary $ , , .
In-Kind $ , , .
(8)Other Distributions
$ ,, .
(9)TOTAL Monetary Contributions To Date (10)TOTAL Monetary Expenditures To Date
$ , , .$ , , .
(11) Certification
It is a first degree misdemeanor for any person to falsify a public record (ss. 839.13, F.S.)
I certify that I have examined this report and it is true, correct, and complete:
(Type name) (Type name)
Individual (only for IE Treasurer Deputy Treasurer Candidate Chairperson (only for PC and PTY)
or electioneering comm.)
X X
Signature Signature
DS-DE 12 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS
By City Clerk
Robert F. Stuart
P.O. Box 547353
Orlando, FL 32854
2021D3002
4 District 3, Orlando City Commissioner
M-7
4
4
23 445 21
0 00
23 445 21
0 00
9 376 61
0 00
9 376 61
54 070 42
0 00
14 698 47
07 01 21 07 31 21
4464AE8E-CBCF-4088-AA90-65AEFBB12D48
08/10/21 - 10:44:06
08/10/21 - 10:44:06
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 207 13
07 James Hunt
Individual
Retired Check
$100.001
Business
Consulting Check
$200.002
Business
Architech Check
$1,000.003
Business
Construction Check
$500.004
Individual
Retired Check
$500.005
Individual
Sr. Vice
President
Check
$1,000.006
Individual
Retired Check
$1,000.007
01 21 31 21
03 21
07 08 21
07 08 21
07 08 21
07 08 21
07 09 21
07 15 21
1231 E. Amelia St.
Orlando, FL 32803
Dick Batchelor
Management Group, Inc.
201 S. Orange Ave.,
#960
Orlando, FL 32801
Baker Barrios Architects,
Inc.
189 S. Orange Ave.,
#1700
Orlando, FL 32801
Jennings Properties
1030 Wilfred Dr.
Orlando, FL 32803
Susan Connelly
2016 Prospect Ave.
Orlando, FL 32814
Thomas Pulsifer
P. O. Box 536665
Orlando, FL 32853
105 W. New Hampshire
St.
Orlando, FL 32804
Bill Frederick
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 307 13
07 Susan Pulsifer
Individual
Retired Check
$1,000.008
Individual
Retired Check
$100.009
Individual
Executive Check
$1,000.0010
Individual
CEO Check
$250.0011
Individual
Attorney Check
$500.0012
PoliticalCommittee
PAC Check
$1,000.0013
Individual
Retired Check
$100.0014
01 21 31 21
15 21
07 15 21
07 15 21
07 20 21
07 22 21
07 22 21
07 22 21
P. O. Box 536665
Orlando, FL 32853
Leslie Scales-Holloway
1616 Lake Shore Drive
Orlando, FL 32808
Douglas McMahon
916 Seville Place
Orlando, FL 32804
Robert Deininger
6143 Linneal Beach Dr.
Apopka, FL 32703
Baker & Hostetler Florida
PAC
200 S. Orange Ave.,
#2300
Orlando, FL 32801
Jeff Clark
1231 Country Club Oaks
Circle
Orlando, FL 32804
200 S. Orange Ave.,
#2300
Orlando, FL 32801
Greg Lee
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 407 13
07 Tim Burrill
Individual
Hospital Mgt Check
$500.0015
Individual
Event
Managemen
t
Check
$1,000.0016
Individual
Check
$20.2117
Individual
Consultant Check
$500.0018
Individual
Professor Check
$100.0019
Individual
Attorney Check
$100.0020
Individual
Attorney Check
$100.0021
01 21 31 21
22 21
07 22 21
07 26 21
07 26 21
07 26 21
07 28 21
07 28 21
2689 Ponkan Summit
Drive
Apopka, FL 32712
Jan Harrold
2505 Norfolk Road
Orlando, FL 32803
Linda Sutherland
1911 Maplewood Drive
Orlando, FL 32803
Bill Reuter
532 Baybend Lane
Orlando, FL 32828
Jennifer Dixon
258 Kentucky Blue Circle
Apopka, FL 32712
Michael Gibbons
2161 Snow Road
Orlando, FL 32814
1705 W. Terra Cotta
Place
Chicago, IL 60614
Joel Whalen
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 507 13
07 Andrew Kelly
Individual
Attorney Check
$50.0022
Individual
Attorney Check
$50.0023
Individual
Attorney Check
$500.0024
Individual
Attorney Check
$100.0025
Individual
Attorney Check
$200.0026
Individual
Gen
Contractor
Check
$500.0027
Individual
Attorney Check
$250.0028
01 21 31 21
28 21
07 28 21
07 28 21
07 28 21
07 28 21
07 28 21
07 29 21
1206 Burning Tree Lane
Winter Park, FL 32792
Alex Dobrev
1400 Devon Rd.
Winter Park, FL 32789
Michael Beale
1870 Turnberry Terrace
Orlando, FL 32804
Scott Thompson
215 N. Eola Drive
Orlando, FL 32801
Steven Will
4781 Fox St.
Orlando, FL 32814
Greg McNeill
P. O. Box 2809
Orlando, FL 32802
1001 Bonita Drive
Winter Park, FL 32789
Tara Tedrow
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 607 13
07 John Ruffier
Individual
Attorney Check
$100.0029
Individual
Attorney Check
$100.0030
Individual
Attorney Check
$200.0031
Individual
Attorney Check
$100.0032
Individual
Attorney Check
$100.0033
Individual
Attorney Check
$50.0034
Individual
Attorney Check
$50.0035
01 21 31 21
29 21
07 29 21
07 29 21
07 29 21
07 29 21
07 29 21
07 29 21
3701 Lake Sarah Dr.
Orlando, FL 32804
Julia Frey
1151 Mayfield Ave.
Winter Park, FL 32789
Rebecca Wilson
4020 Cherokee Drive
Orlando, FL 32801
Joseph Lane
7421 Pinemount Dr.
Orlando, FL 32819
Daniel McIntosh
981 Mayfield Ave.
Winter Park, FL 32789
Joaquin Martinez
844 Kinelworth Terrace
Orlando, FL 32803
649 Cherokee Cir.
Orlando, FL 32801
Thomas Francis
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 707 13
07 Jonathan Huels
Individual
Attorney Check
$500.0036
Individual
Attorney Check
$300.0037
Individual
Attorney Check
$250.0038
Individual
Attorney Check
$200.0039
Individual
Attorney Check
$100.0040
Individual
Attorney Check
$100.0041
Business
Law Firm Check
$250.0042
01 21 31 21
29 21
07 29 21
07 29 21
07 29 21
07 29 21
07 29 21
07 29 21
2006 Ivanhoe Road
Orlando, FL 32804
James Kattelman
3953 Wardell Place
Orlando, FL 32814
Rachel Gebaide
1649 Choctaw Trail
Maitland, FL 32751
Michael Ryan
139 W. Fawsett Rd
Winter Park, FL 32789
James Heekin
P. O. Box 2809
Orlando, FL 32802
DeBeaubian, Knight,
Simmons, Mantzaris &
Neal LLP
P. O. Box 87
Orlando, FL 32802
411 Sheridan Blvd.
Orlando, FL 32804
Jon Gibbs
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 807 13
07 Caroline McHugh
Individual
Dentist Check
$100.0043
Business
Real Estate Check
$500.0044
Business
Public
Relations
Check
$1,000.0045
PoliticalCommittee
PAC Check
$500.0046
Individual
Adminstrator Check
$50.0047
Individual
Attorney Check
$25.0048
Individual
Attorney Check
$100.0049
01 21 31 21
29 21
07 29 21
07 29 21
07 29 21
07 29 21
07 29 21
07 29 21
101 S. Eola, #1203
Orlando, FL 32801
Pots Investors LLC
P. O. Box 231
Orlando, FL 32802
Kilsheimer & Associates,
Inc.
2377 Home Again Rd.
Apopka, FL 32712
ABC-PAC
3730 Coconut Creek
Pkwy, #200
Coconut Creek, FL
33066
Adam Lewis
215 N. Eola Drive
Orlando, FL 32801
Jacqueline Bozzuto
5080 Down Point Ln.
Windermere, FL 34786
3603 Dubsdread Circle
Orlando, FL 32804
Patti Riva
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 907 13
07 Rebecca Rhoden
Individual
Attorney Check
$100.0050
Individual
Attorney Check
$50.0051
Individual
Attorney Check
$50.0052
Business
Construction
Materials
Check
$1,000.0053
Business
Consulting Check
$1,000.0054
Individual
Lawyer Check
$300.0055
Individual
Attorney Check
$500.0056
01 21 31 21
29 21
07 29 21
07 29 21
07 30 21
07 30 21
07 30 21
07 30 21
1167 Gatwick Loop
Lake Mary, FL 32746
Richard Dellinger
215 N. Eola Drive
Orlando, FL 32803
Laura Walda
1791 Shiloh Lane
Winter Park, FL 32789
L J Ruffin & Associate
2920 Eunice Ave.
Orlando, FL 32808
Bill Dymond
2080 W. Fawsett Rd
Winter Park, FL 32789
Hal Kantor
630 Vassar St., #2201
Orlando, FL 32804
2920 Eunice Ave.
Orlando, FL 32808
LR Infrastructure
Evaluation, Inc.
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 1007 13
07 Chris Dawson
Individual
Consultant Check
$250.0057
Individual
Insurance Check
$100.0058
Individual
Marketing Check
$100.0059
Individual
Attorney Check
$250.0060
Individual
Attorney Check
$100.0061
Individual
Teacher Check
$100.0062
Business
Law Firm Check
$500.0063
01 21 31 21
30 21
07 30 21
07 30 21
07 30 21
07 30 21
07 30 21
07 31 21
508 Baxter St.
Orlando, FL 32806
Marion Hatcher
1740 Turnberry Terrace
Orlando, FL 32804
Holly Hatcher
1740 Turnberry Terr.
Orlando, FL 32804
Richard Fildes
P. O. Box 2809
Orlando, FL 32802
Mimi Buchanan
3989 Keeneland Ct.
Duluth, GA 30096
The Kaigle Law Firm
37 N. Orange Ave.,
#1100
Orlando, FL 32801
1001 Eastern Way
Orlando, FL 32804
Brian Smith
CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1) Name (2)I.D. Number
(3)Cover Period / / through / / (4) Page of
(5) (7) (8) (9) (10) (11) (12)
Date Full Name
(6) (Last, Suffix, First, Middle)
Sequence Street Address & Contributor Contribution In-kind
Number City, State, Zip Code Type Occupation Type Description Amendment Amount
/ /
/ /
/ /
/ /
/ /
/ /
/ /
DS-DE 13 (Rev. 11/13) SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Robert F. Stuart 2021D3002
07 1107 13
07 Gunster PAC, Inc.
PoliticalCommittee
Political
Action
Committee
Check
$500.0064
Individual
Retired Check
$500.0065
Individual
Retired Check
$100.0066
Individual
Check
$50.0067
PoliticalCommittee
Political
Action
Committee
Check
$1,000.0068
01 21 31 21
31 21
07 31 21
07 31 21
07 31 21
07 31 21
777 S. Flagler Dr. Ste
500E
West Palm Beach, FL
33401Robert Peacock
2434 Shrewsbury Rd.
Orlando, FL 32803
Charles Horton
3915 Lake Sarah Dr.
Orlando, FL 32804
Buz Ausley
3219 Lake Anderson
Ave.
Orlando, FL 32812
3451 Technological
Ave., #11
Orlando, FL 32817
BusinessForce, Inc. PAC
CAMPAIGN TREASURER’S REPORT – ITEMIZED EXPENDITURES
DS-DE 14 (Rev. 11/13)
(1)Name ______________________________________________________
(3) Cover Period ______/______/______ through ______/______/______
(2) I.D. Number _____________________
(4) Page ____________ of _____________
Full Name
(Last, Suffix, First, Middle)
Street Address &
City, State, Zip Code
(5)
Date Purpose
(add office sought if
contribution to a
candidate) Amount
SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Expenditure
Type Amendment
(6)
Sequence
Number
(7) (8) (9) (10) (11)
Robert F. Stuart 2021D3002
07 01 21 07 31 21 12 13
07 06 21 USPS Postage Monetary
$55.00
1 1705 Edgewater Drive
Orlando, FL 32804
Office Depot
07 06 21 Office Supplies Monetary
$26.61
2
501 Orlando Ave. N
Winter Park, FL 32789
BeatCreative Marketing LLC
07 09 21 Consulting Monetary
$1,775.00
3
1302 Olympia Park Circle
Ocoee, FL 34761
Millennium Consulting, Inc.
07 25 21
Consulting &
Advertising
Monetary
$4,930.00P. O. Box 5689026
Orlando, FL 328564
BeatCreative Marketing LLC
07 28 21 Consulting Monetary
$2,125.001302 Olympia Park Circle
Ocoee, FL 347615
Robert F. Stuart Sr.
07 28 21 Production Mtg Reimbursem
ents $98.121300 Arthur St.
Orlando, FL 328046
Robert F. Stuart Sr.Advertising Reimbursem
ents $34.97073121
1300 Arthur St.
Orlando, FL 328047
Facebook Inc.Advertising Monetary
$110.00073121
1061 S. California Ave.
Palo Alto, CA 943048
CAMPAIGN TREASURER’S REPORT – ITEMIZED EXPENDITURES
DS-DE 14 (Rev. 11/13)
(1)Name ______________________________________________________
(3) Cover Period ______/______/______ through ______/______/______
(2) I.D. Number _____________________
(4) Page ____________ of _____________
Full Name
(Last, Suffix, First, Middle)
Street Address &
City, State, Zip Code
(5)
Date Purpose
(add office sought if
contribution to a
candidate) Amount
SEE REVERSE FOR INSTRUCTIONS AND CODE VALUES
Expenditure
Type Amendment
(6)
Sequence
Number
(7) (8) (9) (10) (11)
Robert F. Stuart 2021D3002
07 01 21 07 31 21 13 13
07 31 21 Anedot, Inc.Service Charge Monetary
$221.91
9 1340 Poydras St., #1770
New Orleans, LA 70112
Instructions for Campaign Treasurer’s Report Summary
(1)Name: full name of the candidate, political committee, party executive committee, electioneering
communications organization, or individual making an independent expenditure or electioneering
communication.
(2)Address: the full address or post office box, city, state, and zip code.
Check the box if the address has changed since the last report filed.
(3)ID Number: identification number assigned by the filing officer.
(4)Check the appropriate box(es).
(5)Report Identifiers
Cover Period: the dates this report covers (i.e., From 1/1/15 To 1/31/55). Important: use the appropriate
cover period dates as published by the filing officer.
Report Type: refer to the filing officer’s calendar of reporting dates for the correct codes to be used for
each reporting period. If report is for a special election add “S” in front of the report code (i.e., SG3).
Check one of the appropriate boxes:
Original: first report filed for this reporting period.
Amendment: must summarize only contributions/fund transfers and expenditures/distributions being
reported as additions or deletions. Read instructions for sequence numbers and amendment types on
the back of Forms DS-DE 13A and 14A.
Special Election Report: Important: once a special election report is filed, the entity is required to file all
remaining reports due for the special election.
(6)Contributions This Report:
Cash and Checks: total amount for this reporting period.
Loans: total amount for this reporting period.
Total Monetary: sum of Cash and Checks and Loans.
In-Kind: the fair market value of the in-kind contribution at the time it is given for this reporting period.
(7)Expenditures This Report:
Monetary Expenditures: total amount of monetary expenditures for this reporting period.
Transfers to Office Account: total amount transferred to an office account by elected candidates only.
Total Monetary: sum of Monetary Expenditures and Transfers to Office Account.
(8)Other Distributions: the total amount of goods and services contributed to a candidate or other
committee by a PC, ECO, or PTY.
(9)TOTAL Monetary Contributions To Date: the amount of total monetary contributions to date.
Candidates keep cumulative totals from the time the campaign depository is opened through the
termination report.
(10)TOTAL Monetary Expenditures To Date: the amount of total monetary expenditures to date.
Candidates keep cumulative totals from the time the campaign depository is opened through the
termination report.
(11)Type or print the required officer’s name and have them sign the report:
Candidate report: treasurer and candidate must sign.
PC report: treasurer and chairperson must sign.
PTY report: treasurer and chairperson must sign.
ECO report: organization’s treasurer must sign.
IE or EC report: individual must sign (this applies when an individual acts alone to make these
expenditures)
AMENDMENT REPORTS: An amendment report summary should summarize only
contributions, expenditures, distributions, & fund transfers being reported as additions or
deletions. Read the instructions for the sequence number & amendment type fields on
the back of forms DS-DE 13, 14, 14A and 94.
INSTRUCTIONS FOR CAMPAIGN TREASURER’S REPORT – ITEMIZED CONTRIBUTIONS
(1)Candidate’s full name or name of the political committee (PC), electioneering communications organizations
(ECO) or party executive committee (PTY).
(2)The identification number assigned by the filing officer.
(3)Cover period dates (e.g., 1/1/15 through 1/31/15). (See filing officer’s reporting dates calendar for
appropriate year and cover periods.)
(4)Page numbers (e.g., 1 of 3 ).
(5)Date contribution was RECEIVED (Month/Day/Year).
(6)Sequence Number – Each detail line shall have a sequence number assigned to it. Sequence numbers
are to be assigned within each reporting period and for each type of detail line. Thus the report type, detail
line type, and sequence number will combine to uniquely identify a specific contribution, expenditure,
distribution or fund transfer. This method of unique identification is required for responding to requests from
the filing officer and for reporting amendments.
For example, a M1 report having 75 contributions would use sequence numbers 1 through 75. The next
report (M2), comprised of 40 contributions would use sequence numbers 1 through 40. Contributions on
amended M1 reports would begin with sequence number 76 and on amended M2 reports would begin with
sequence number 41. See the Amendment Type instructions below.
(7)Type full name and address of contributor (including city, state and zip code).
(8)Enter the type of contributor using one of the following codes:
Occupation of contributor for contributions over $100 only. (If a business, please indicate nature of
business.)
I Individual
B Business (also includes corporations, organizations, groups, etc.)
E Electioneering Communications Organizations
F Political Committee (federal or state)
(includes federal, state and county executive P Political Parties committees)
O Other (e.g., candidate surplus funds to party, etc.)
S Candidate to Self
(9)Enter Contribution Type using one of the following codes:
NOTE: Cash includes cash and cashier’s checks.
Code Description
CAS Cash or Cashier’s Check
CHE Check
COF Carryover Funds from Previous Campaign
INK In-Kind
INT Interest
LOA Loan
MO Money Order
MUC Multiple Uniform Contributions
RCT Other Receipts
REF Refund (Negative Amount Only)
(10)Typ e the description of any in-kind contribution received.
Candidate’s Only – If in-kind contribution is from a party executive committee and is allocable
toward the contribution limits, type an “A” in this box. If contribution is not allocable, type an “N”.
(11)Amendment Type (required on amended reports) – To add a new (previously unreported) contribution for
the reporting period being amended, enter “ADD” in amendment type on a line with ALL of the required
data.
The sequence number for contributions with amendment type “ADD” will start at one plus the number of
contributions in the original report. For example, amending an original M1 report that had 75 contributions
means the sequence number of the first contribution having amendment type “ADD” will be 76; the second
“ADD” contribution would be 77, etc. When amending an original M2 report that had 40 contributions, the
sixth “ADD” contribution would have sequence number 46.
To correct a previously submitted contribution use the following drop/add procedure. Enter “DEL” in
amendment type on a line with the sequence number of the contribution to be corrected. In combination
with the report number being amended, this sequence number will identify the contribution to be dropped
from your active records. On the next line enter “ADD” in amendment type and ALL of the required data
with the necessary corrections thus replacing the dropped data. Assign the sequence number as described
above.
(12)Type amount of contribution received. Political Committees ONLY: Multiple uniform contributions from the
same person, aggregating NMT $250 per calendar year, collected by an organization that is the affiliated
sponsor of a PC, may be reported by the PC in an aggregate amount listing the number of contributors
together with the amount contributed by each and the total amount contributed during the reporting period.
The identity of each person making such uniform contribution must be reported to the filing officer by July 1
of each calendar year, or, in a general election year, NLT the 60th day immediately preceding the primary
election.
INSTRUCTIONS FOR CAMPAIGN TREASURER’S REPORT – FUND TRANSFERS
(1)Type candidate’s full name or name of the political committee (PC), electioneering communications
organization (ECO), or party executive committee (PTY).
(2)Type identification number assigned by the filing officer.
(3)Type cover period dates (e.g., 1/1/15 through 1/31/15). (See filing officer’s reporting dates calendar
for appropriate cover periods.)
(4)Type page numbers (e.g., 1 of 3).
(5)Type date of fund transfer (Month/Day/Year).
(6)Sequence Number - Each detail line shall have a sequence number assigned to it. Sequence numbers are to
be assigned within each reporting period and for each type of detail line. Thus the report type, detail line type, and
sequence number will combine to uniquely identify a specific contribution, expenditure, distribution or fund
transfer. This method of unique identification is required for responding to requests from the filing officer and for
reporting amendments.
For example, a M1 report having 2 fund transfers would use sequence numbers 1 thru 2. The next report (M2),
comprised of 4 fund transfers would use sequence numbers 1 thru 4. Fund transfers on amended M1 reports
would begin with sequence number 3 and on amended M2 reports would begin with sequence number 5. See the
Amendment Type instructions below.
(7)Type full name and address of financial institution (including city, state and zip code).
(8)Enter Transfer Type using one of the following codes:
DESCRIPTION
Transfer FROM identified account to campaign account
Transfer TO identified account from the campaign account
CODE
F
T
(9)Nature of Account (e.g., certificate of deposit, money market, etc...)
(10)Amendment Type (required on amended reports) - To add a new (previously unreported) fund transfer for
the reporting period being amended, enter “ADD” in amendment type on a line with ALL of the required data.
The sequence number for fund transfers with amendment type “ADD” will start at one plus the number of fund
transfers in the original report. For example, amending an original M1 report that had 75 fund transfers, means
the sequence number of the first fund transfer having amendment type “ADD” will be 76; the second “ADD” fund
transfer would be 77, etc. When amending an original M2 report that had 40 fund transfers, the sixth “ADD” fund
transfer would have sequence number 46.
To correct a previously submitted fund transfer use the following drop/add procedure. Enter “DEL” in
amendment type on a line with the sequence number of the fund transfer to be corrected. In combination with
the report number being amended, this sequence number will identify the fund transfer to be dropped from your
active records. On the next line enter “ADD” in amendment type and ALL of the required data with the
necessary corrections thus replacing the dropped data. Assign the sequence number as described above.
(11)Type amount of fund transfer.
INSTRUCTIONS FOR CAMPAIGN TREASURER'S REPORT - ITEMIZED EXPENDITURES
(1)Candidate's full name or name of the political committee (PC), electioneering communications organization (ECO),
or party executive committee (PTY).
(2)Identification number assigned by the filing officer.
(3)Cover period dates (01/01/15 through 01/31/15). (See filing officer’s reporting dates calendar for appropriate cover
periods.)
(4)Page numbers (e.g., 1 of 3).
(5)Date of expenditure (Month/Day/Year).
(6)Sequence Number - Each detail line shall have a sequence number assigned to it. Sequence numbers are to be
assigned within each reporting period and for each type of detail line. Thus the report type, detail line type, and
sequence number will combine to uniquely identify a specific contribution, expenditure, distribution or fund transfer.
This method of unique identification is required for responding to requests from the filing officer and for reporting
requirements.
For example, a M1 report having 40 expenditures would use sequence numbers 1 through 40. The next report
(M2), comprised of 30 expenditures would use sequence numbers 1 through 30. Expenditures on amended M1
reports would begin with sequence number 41 and on amended M2 reports would begin with sequence number 31.
See Amendment Type instructions below.
(7)Full name and address of entity receiving payment (including city, state and zip code).
(8)Purpose of expenditure (if expenditure is a contribution to a candidate, also type the office sought by the candidate).
PLEASE NOTE: This column does not apply to candidate expenditures, as candidates cannot contribute to other
candidates from campaign funds. However, PCs (supporting candidates) and party executive committees
contributing to candidates must report office sought (Section 106.07, F.S.).
(9)Enter Expenditure Type using one of the following codes:
Code Description
CAN Candidate Expense
DIS Disposition of Funds
DFC Disposition of Funds to Future Campaign (effective 11/1/13)
DPP Disposition of Funds to Political Party (effective 11/1/13)
DPV Disposition of Funds to Petition Verification (effective 11/1/13)
ECC Electioneering Communication
IEC Independent Expenditure Regarding a Candidate
IEI Independent Expenditure Regarding an Issue
MON Monetary (Not to a Candidate)
PCW Petty Cash Withdrawn
PCS Petty Cash Spent
PPD Pre-paid Distribution
REF Refund (Negative Amount Only)
RMB Reimbursements
TOA Transfer to Office Account (Disposition of Funds)
(10)Amendment Type (required on amended reports) - To add a new (previously unreported) expenditure for the
reporting period being amended, enter "ADD" in amendment type on a line with ALL of the required data.
The sequence number for expenditures with amendment type "ADD" will start at one plus the number of
expenditures in the original report. For example, amending an original M1 reports that had 75 expenditures, means
the sequence number of the first expenditure having amendment type "ADD" will be 76; the second "ADD"
expenditure would have sequence number 39.
To correct a previously submitted expenditure use the following drop/add procedure. Enter "DEL" in amendment
type on a line with the sequence number of the expenditure to be corrected. In combination with the report number
being amended, this sequence number will identify the expenditure to be dropped from your active records. On the
next line enter "ADD" in amendment type and ALL of the required data with the necessary corrections thus replacing
the dropped data. Assign the sequence number as described above.
(11) Amount of expenditure.
CAMPAIGN TREASURER'S REPORT - ITEMIZED DISTRIBUTIONS
THIS FORM IS USED TO REPORT DISTRIBUTIONS OF GOODS OR SERVICES CONTRIBUTED TO A CANDIDATE
OR COMMITTEE, INDIRECT EXPENDITURES AND REIMBURSEMENTS.
(1)Name of the entity.
(2)Identification number assigned by the filing officer.
(3)Cover period dates (e.g., 03/01/14 through 03/31/14). (See the filing officer’s reporting dates calendar for
appropriate cover periods.)
(4)Page numbers (e.g., 1 of 3).
(5)Date of distribution (Month/Day/Year).
(6)Sequence Number - Each detail line shall have a sequence number assigned to it. Sequence numbers are to be
assigned within each reporting period and for each type of detail line. Thus the report type, detail line type, and
sequence number will combine to uniquely identify a specific contribution, expenditure, distribution or fund transfer.
This method of unique identification is required for responding to requests from the filing officer and for reporting
amendments.
For example, a M1 report having 40 distributions would use sequence numbers 1 through 40. The next report
(M2), comprised of 30 distributions would use sequence numbers 1 through 30. Distributions on amended M1
reports would begin with sequence number 41 and on amended M2 reports would begin with sequence number
31.See Amendment Type instructions below.
(7)Full name and address of entity receiving distribution (including city, state and zip code).
(8)Purpose of distribution (if distribution is a contribution to a candidate, also type the office sought by the candidate).
(9)For each distribution that is related to an itemized expenditure previously listed on Itemized Expenditures (Form
DS-DE 14), enter the Year, Report Type and Sequence Number associated with the expenditure.
*PARTY EXECUTIVE COMMITTEES ONLY - If distribution is allocable toward the contribution limits, type
an "A" in this box. If distribution is nonallocable, type and "N".
(10)Amendment Type (required on amended reports) - To add a new (previously unreported) distribution for the
reporting period being amended, enter "ADD" in amendment type on a line with ALL of the required data.
The sequence number for distributions with amendment type "ADD" will start at one plus the number of
distributions in the original report. For example, amending and original M1 report that had 75 distributions, means
the sequence number of the first distribution having amendment type "ADD" will be 76; the second "ADD"
distribution would be 77, etc. When amending an original M2 report that had 30 distributions, the ninth "ADD"
distribution would have sequence number 39.
To correct a previously submitted distribution use the following drop/add procedure. Enter "DEL" in amendment
type on a line with the sequence number of the distribution to be corrected. In combination with the report number
being amended, this sequence number will identify the distribution to be dropped from your active records. On the
next line enter "ADD" in amendment type and ALL of the required data with the necessary corrections thus
replacing the dropped data. Assigns the sequence number as described above.
(11)Amount of distribution.
(12)Distribution Type
Code Description
PPD Pre-paid Distribution
RMB Reimbursements
CCP Credit Card Purchase
INK In-Kind Distribution