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Simpson,Anne_2023-Year-endC�j�O `/ LSU Amendment Disclosure Report Cover I ❑ Yes ® No Use this form for general report and committee informs on, m,"cliona4d su itted along with other detailed forms. Do not use this form to update information 1. Committee Information union Co. a. Full Name c. ID Number Anne M. Simpson for Commisioner LJMJOX b. Mailing Address (include City, State and Zip Code) d. Date Filed 2517 Trading Ford Dr Waxhaw NC 28173 e. Phone Number 704-296-8052 2. Report Year 3. Period Start Date (mm/dd/yy) 4. Period End Date mm/ddt 5. Treasurer Full Name 202; 10,'24.202; 12/31/2023 Anne Marie Simpson 6. Type of Committee Check One 9. Type of Report check only one type of report om one category) ® Candidate Campaign ❑ Party Municipal State/County Referendum ❑ PAC ❑ Referendum ❑ Organizations] ❑ Orgam7urtional ❑ Organizational Independent Joint Fundraiser El Expenditure E]❑ Thirty-five da m'- Y Quarterly E] Pre -referendum ❑ Legal Expense Fund ❑ ❑ Pre-primmy Preclection ❑ First ❑ Second ❑ Final ❑ Supplemental Final 7. Type of Fund (of applicable, check one) ❑ "Booster fund" ❑ Building Fund ❑ Pre -runoff ❑ Third ❑ Am" Semi-annual ❑ Fourth ❑ Special ❑ Mid Year Semi -mutual ❑ Other: ® Year End ❑ Mid Year 10. Special Report Name ❑ ❑ Final special ❑ Year End ❑ Final ❑ Special 8. Number of Fundraisers this Report 11. Account Information 11. Account Information a. Financial Institution Full Name a. Financial Institution Full Name Wells Fargo b. Purpose e. Account Code b. Purpose a Account Code Campaign Finance 4 WX W d. Period Begin Balance d. Period Begin Balance Activities $ 85.81 $ CERTIFICATION I certify that the Committee or Fund is in compliance with all applicable provisions of Article 22A, 22B, & 22D -22M of Chapter 163 of the NC General Statutes and that no funds are commingled with prohibi or other non -disclosed funds. 1 t fu er certify that this report is complete, true and correct and that 1 have been trained by the NC State bard f lecfpanS. Anne Marie Simpson ((((////���� (, Printed Name of Signer Signature of Appointed Treasurer Date FOR OFFICE USE ONLY Date Received: - �� Employee: Delivery Method ❑ Normal Mail Date Postmarked: Date Scanned: Employee: ❑ ,Registered Mail E Hand Delivered Employee: F] Electronically Filed ❑ Signer has not received Date Data Entered: Employee: mandatory training Please Note: This form cannot be used to amend committee information such as the committee address, treasurer, assistant treasurer. custodian of books information, or account information. You must amend the Statement of Organization CRO -2I OOA-E to make committee changes. CRO -1000 NC State Board of Elections August 2008 Amendment Detailed Summary ❑ Yes- - ®__ No Use this form to summarize all disclosure reporting forms and to total monetary information. 1. Committee Full Name and'Fund if a licable 2. T e of Re ort 3. ED Number Anne M. Simpson for Commissioner Year End LJMJOX Start of Election Cycle: January 1, 2023 Total this Re ortin Period Total this Election Cycle 4) Cash on Hand at Start $ 85.81 $ 2192.00 _RECEIPTS 5) Aggregated Contributions from Individuals — 6) Contributions from Individuals 7) Contributions from Political Party Committees 8) Contributions from Other Political Committees 9) Loan Proceeds 10) Refunds/Reimbursements To the Committee 11) Other Receipt Sources Ila) Interest on Bank Accounts llb) Contributions from Not -for -Profit Organizations llc) Outside Sources of Income lld) Legal Expense Fund — Other Sources 11 e) Exempt Purchase Price Sales (CR04205) (CRO -1210) (CRO -1220) (CRO -1230) (CRO -1410) (CRO -1240) (CRO -1250) (CRO -1250) (CR0.1250) (CRO -1270) (CRO -1265) $ $ $ 100.00 $ 100.00 $ $ $ $ $ $ 2000.00 $ $ $ $ $ $ $ $ $ $ $ $ 12) TOTAL RECEIPTS (Add lines 5, 6, 7, 8, 9, 10, Ila, lib, llc, lldand Ile) $ 100.00 $ 2100.00 EXPENDITURES 13) Disbursements 13a) Operating Expenditures ,13b) Contributions to Candidates/Political Committees 13c) Coordinated Party Expenditures 14) Aggregated Non -Media Expenditures 15) Loan Repayments 16) Refunds/Reimbursements From the Committee 17) In -Kind Contributions (CRO -1310) (CRO -1310) (CRO -1310) (CRO -1315) (CRO -1420) (CRO -1320) (CRO -1510) $ 184.99 $ 2099.18 $ $ $ $ $ $ $ $ $ $ $ 87.00 $ 92.00 18) TOTAL EXPENDITURES (Add lines 13a, 13b, 13c, 14,15,16 and 17) $ 271.99 $ 2191.18 19) Cash on Hand at End (Add lines 4 and 12 together, then subtract line 18) $ 0.82 $ 0.82 ADDITIONAL INFORMATION 20) Non -Monetary Gifts Given to Other Committees 21) Outstanding Loans (incl. ones from other campaigns) 22) Debts and Obligations owed By the Committee 23) Debts and Obligations owed To the Committee 24) Account Transfers Within the Committee 25) Administrative Support 26) Forgiven Loans 27) 48 -Hour Notice Reports Sum 28) Contributions to be Refunded (CRO -1330) (CRO -1430) (CRO -1610) (CRO -1620) (CRO -1720) (CRO -1710) (CRO -1440) (CRO -2220) (CRO -1215) $ $ 2000.00 $ $ $ $ $ $ $ $ $ $ $ CRO -1100 NC State Board of Elections August 2008 I Amendment Disbursements Pg 1 of 2 L❑ Yes ® No Use this form to report expenditures from the committee for; operating: expenses, contributions to candidate/political committees and coordinated nartv ex enditures. I. Committee Full Name and Fund if applicable) 2. ID Number Anne M. Simpson for Commissioner LJMJOX 3. Type of Disbursement Please use separate CRO -1310 orna for each type of Disbursement ® Operating Expenses ❑ Contributions to Candidates/Political Committees ❑ Coordinated Party Expenditures 4. Pa eeInformation 0 Add ❑ Remove a. Full Name, Mailing Address'& Phone _` `_ include city, state & zi b: Coordinated,Committee Name _'.> d. Comments ` Meta Ads c. Level Registered (Specify) ❑ Federal ❑ County: ❑ State ® Municipality: ' e. Election Sum to11ate $ 249.98 `-h. f. Account Code g: FarmofPaymeut Purpose Code,. P . i. Date' (mm/dd/yyyy) j.Amount',_kRequired Remarks;' 4WXW Debit A 10/25/2023 $35.00 Post Boost 4WXW Debit A 10/31/2023 $32.63 Post Boost 4. Payee Information Add El Remove "a. Full Name, Mailing,Addr7s & Phone - include'ci , state, & zi b. Coordinated, Committee Name ' ?` " 'd. Comments Meta Ads c. Level Registered (Specify) ❑ Federal ❑ County: ❑ Stam ® Municipality: a Election Sam to Date $ 249.98 'f. Account Code g. Form ofPayment, h: Purpose.Code 1, Date (mm/ddtyyyy) J. Amount ` , " • k Required Remarks' 4WXW Debit A 11/03/2023 $35.00 Post Boost 4WXW Debit A 11/07/2023 $50.00 Post Boost 4. Payee Information Add ❑ Remove a. Full Name, Mailing Address'& Phone " - include city, state, -& zip)' ' b.Coordinated Committee Name `-^' -d. Comments - ^ Meta Ads e. Level Registered (Specify): _ ❑ Federal ❑ County: ❑ State ® Municipality: ' e; Election Sum to Date $ 249.98 f. Account Code - g. Form of Payment 'h. Purpose. Code' i. Dole,(mm/dd/yyyy)' _ j. Amouk t.. k Required Remarks •' 4WXW Debit A 11/31/2023 $2.36 Post Boost $ 5. Total only this Pae �' $ 154.99 6. Total' of ALL CRO-1310�Pages $ 184.99 (This line goer in line 13a of Detailed Summary Page CRO -1100 if Operating Expenses) (This Rnegoes in line 13b of Detailed Summary Page CRO -1100 ifContrib to CandidatevPolitical Contra) (This lingoes in tine 13c ofDelailed Summary Page CRO -1100 ifCoordinatedPany Fapendimrev) 7. Purpose Codes(List detailed expenditure code in h. above A* -Media _'_N_-, B* -Printing _ _;�C*„Fundraising °., .` ,,._.,_ D- To Another Candidate E Salaries_ . F_# ;Equipment ' ` G - Pohucal Party _ H* -Holding Public Office Expenses .- - I - Postage enalties K* Office Expenses .' Q* - Donation to Legal Expense Fund O* -.Other --' Codes :require detailed explanation in required remarks field k CRO -1310 NC State Board of Elections December2009 ' Amendment Disbursements Pg 2 of 2 L❑ Yes ® No Use this form to report expenditures from the committee for; operating expenses, contributions to candidate/political committees and coordinated party expenditures. 1. Committee Full Name and Fund if applicable) 2. ID Number Anne M. Simpson for Commissioner LJMJOX 3. Type of Disbursement lease use separate CRO -1310 forim for each type,of Disbursement. ® Operating Expenses ❑ Contributions to Candidates/Political Committees ❑ Coordinated Party Expenditures 4. Payee Information Z Add ❑ Remove a. Full Name, Mailing Address & Phone include city, state, &'zi b. Coordinated Committee Name '- d. Comments Wells Fargo 5926 Weddington Monroe Rd Wesley Chapel N 28104 c. Level Registered (Specify) ... ❑ Federal ❑ County: ❑ State ® Municipality: e. Election Sum to Date $ 40.00 f. Account Code g. Form of Payment h. Purpose Code i. Date.(mmldd/yyyy) j. Amount k. Required Remarks $ 4WXW Draft H 10/31/2023 $10.00 Service Fee 4. Payee Information ® Add ❑ Remove a. Full Name, Mailing Address & Phone'' include city, stat & A b. Coordinated Committee Name it. Comments •. ' Wells Fargo 5926 Weddington Monroe Rd Wesley Chapel N 28104 c Level Registered (Specify) ❑ Federal ❑ County: ❑ State ® Municipality: e. Election Sum to Date $ 40.00 f. Account Code g. Form of Payment It. Purpose Code i. Date (mm/dd/yyyy) j. Amount , k. Required Remarks 4WXW Draft H 11/30/2023 $10.00 Service Fee 4WXW Draft H 12/31/2023 $10.00 Service Fee 4. Payee Information El Add .❑ Remove a. Full Name, Mailing Address & Phone include city, stat & zip) ` b. Coordinated Committee Name - d. Comments c. Level Registered (Specify) ❑ Federal ❑ County: ❑ State ❑ Municipality: e. Election Sum to Date $ 30.00 C Account Code g. Form of Payment h. Purpose. Code i. Date (mm/dd/yyyy) j. Amount it. Required Remarks $ 5. Total only this Pae $ 30.00 6. Total of ALL CRO -1310 Pages $ 184.99 (This line goer in line Hir of Detailed Summary Page CRO -1100 if Operating Expenses) (This line goes inline Iib ofDetafledSummary Page CRO -1100 if Contrib to Candidate&Tolidcal Comm) (This ffnegoes in line 13e of Detailed Summary Page CRO -1100 if Coordinated Party Expenditures) 7. Purpose Codes(List detailed expenditure code in h. above A* - Media____ G _ _ B* - Printing '_ C* - Fundraising - _ _ D - To Another Candidate E - _ Sas _ _ F* - Equipment - Political Party _ R* -:Holding Public Office Expenses larie. I - Postage J - Penalties K* - Office Expenses Q* - Donation to Legal Expense Fund - Other _O* * Codes require detailed explanation in required remarks field (k) CRO -1310 NC State Board of Elections December 2009 Outstanding Loans pg , of > Amendment ❑ Yes ® Na Use this form to report any outstanding loans received during a previous reporting period and until the loan is paid in full. 1. Committee Full Name and Fund if applicable) 2. fl) Number Anne M. Simpson for Commissioner LJMJOX 3..Lender Information ® Add ❑ Remove ,a. Full Name, Mailing Address & Phone.. '. " , (include city, state &zip)= . "': - _ :: b. Jab Title/Profession �; `- „" d. Comments Registered Nurse Anne M. Simpson 2517 Trading Ford Dr. Waxhaw NC 28173 e. Start Date (mm/ddiyyyy) c. Employer's Name/SpecnicField 07/05/2023 Novant Health L Sud Date (mm/dd/yyyy)°^ g. Rate,- - h. Security Pledged 1. Original Loan Amount bj. Rcmaining Loan Balance 0 % $ 2000.00 $ 2000.00 IL Full Name ofLending jnstitudon"-' - _`- r, " *` ' .. . `.. I. Loan Number 3. Lender Information ❑ Add ❑ Remove a. Full Name, Mailing Address &:Phone - .,. (include city, state, & zip) b. Job Title/Professiou ., `&comments .'. e.. Start Date(mm/dd/yyyy) ` c. Employer's Name/Specific Field " v f End Date (mmldd/yyyy) g' --Rate, ,, .,,. ', h. Security Pledged 'i. Original EoanAmount :, - 1j. Remaining Loan"_Balance-_ % $ $ k. Full Name of Lending Institution " " _ ' , < . I: Loan Number 3. Lender Information ^ ` ❑ Add ❑ Remove a. -Full Name, Mailing Address & Phone' ,r ,(include city,: state, & zip)',-r,d b_. Job Title/Professiom ". = d. Comments {e. Start Date (mmldd/yyyy) e. Employer's Name/Specific Field "7 ;f f.. End Date.(mm/dd/yyyy)• .' g. Rate h. Seen try i. Original Loan Amount , j.=Remaining Loan Balance % % $ $ k. Full Name ofUnding Institution,' <:. .' - - _` I.Loan Ntmber '.4. Totat only this Pae $ 2000.00 5. Total of ALL CRO -1430 Pages _ (This line rust be on Line 21 ofDetaffedSunmmry Page CRO -1100) $ 2000.00 CRO -1430 NC State Board of Elections December 2007 Ameodme a Contributions from Individuals Pg I of 1 Yes ® Na Use this form to report individual contributions over $50 or contributions under $50 if form CRO 1205 is not used 1. Committee Full Name and Fund if applicable) 2. ID Number Anne M. Simpson for Commissioner LJMJOX - 1 Contributor Information ® Add ❑' Remove a. Fuli Name, Mailing Address & Phone . - ; (include city; state; &.zip)' _ - ' •` b. Job Title/Profession <' , '" ' d: Comments , ' ° ' • ' RN Filing Fee Anne M. Simpson 2517 Trading Ford Dr Waxhaw NC 28173 c. -Employees Name/Specitie Field Novant Health `e. Election Sum to Date $ 192.00 G Prior.g. Account Code;,- k. Form of Payment„ �, i. In lend Description 1, V, ` j. Date (mm/dd/yyyy) k. Amount,,-' ` - -' ❑ 4WXW Draft Operating Esp 11/02/2023 $ 100.00 ❑ Cash Filing Fee 12/14/2023 $ 87.00 ❑ $ 3. Contributor Information ❑ Add ❑ Remove 'a. Full Name,Mailing Address&Phone ;'. - (include city, state, & zip)'-, 'b. Job. Title/Profession ..,'e"".° d. Comments ' c.Employei's Name/SpecifieField' e. Election Sum to Date $ '.E'Prior ". 'g. Account Code ` -h. Form ofPayment , i. In=Kind Description" , - j. Date (mm/dd/yyyy) .„ - k. Amount _ ❑ $ 0 $ ❑ $ 3. Contributor Information ❑ Add ❑ Remove a. Full Name, Mailing'Address & Phone. c ' ` r', ,' -�. (include city, state,&zip) b. Job Title/Profession 8. Comments c. Employer's Name/Specific Field _.. ... e..Election Sum to Date,"', K Prion g. Account Code < = h. Form of Payment'. L In -Kind Description j. Date (mm/dd/yyyy), k. Amount ❑ $ ❑ $ ❑ $ 4. Total only this Page $ 187.00 5. Total of ALL CRO -1210 Pages. „ (Tbis line most be online 6 of Detailed Sum rimy. PageCRO-1100) ' $ - 187.00 CRO -1210 NC State Board of Elections April 2007 Amendment In -Kind Contributions Pg t of t _❑ Yes E___No Use this form to report non -monetary contributions, donations, goods or services provided to the committee or fund. Use CRO -1215 if In -Kind Contributions were or will be refunded within 7 days. 1. Committee F61INaini grid-Fuud"if a' lica'ble - "..- -" "--" Anne M. Simpson for Commissioner LJMJOX 3. Contributor Information Add - Remove a. Full Name, Mailing Address & Phone (include city, state, &zip) b. Type of Contributor c. Comments ❑ Individual ® Candidate ❑ Parry ❑ PAC ❑ Referendum ❑ Other Receipt Source Operating Exp UC Filing Fee Anne M. Simpson 2517 Trading Ford Dr Waxhaw NC 28173 d. Election Sum to Date $ 92.00 e Description I. Date(mm/dd/yyyy) g. Fair Market Amount $ Filing Fee Union County BOC 12/14/2023 $ 87.00 $ 3. Contributor Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, &zip) b. Type of Contributor c. Comments ❑ Individual ❑ Candidate ❑ Party ❑ PAC ❑ Referendum ❑ Other Receipt Source d. Election Sum to Date $ e. Description f. Date (mm/dd/yyyy) g. Fair Market Amount $ $ $ 3. Contributor Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & zip) b. Type of Contributor c. Comments ❑ Individual ❑ Candidate ❑ Ply ❑ PAC ❑ Referendum ❑ Other Receipt Source d. Election Sum to Date $ e. Description f. Date (mm/ddlyyyy) g. Fair Market Amount $ $ 4. Total only this Pae $ 87.00 5. Total of ALL CRO -1510 Pages (This fine must be on fine 17 ojDetaitedSummary Page CRO -1100) $ 87.00 CRO -1510 NC State Board of Elections December 2007 Amendment Contributions from Individuals Pg t of I ❑ ves ® No Use this form to report individual contributions over $50 or contributions under $50 if form CRO 1205 is not used 1. Committee Full Name and Fund ifapplicable) 2. ID Number Anne M. Simpson for Commissioner LIMJOX 3. Contributor Information ® Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, stats & rip) b. Job Thle/Profession d. Comments RN Filing Fee Anne M. Simpson 2517 Trading Ford Dr Waxhaw NC 28173 c. Employer's Name/Specific Field Novant Health e. Election Sam to Date $ 100.00 E Prior g. Account Code h. Form of Payment i. In -Kind Description j. Date (mm/ddlyyyy) k Amount ❑ 4WXW Draft Operating Esp 11/02/2023 $ 100.00 ❑ $ ❑ $ 3. Contributor Information ❑ Add ❑ Remove a. Full Namq Mailing Addrm & Phone (include city, state. & rip) b. Job Tide/Profession d. Comments c. Employer's Name/Specific Field e. Election Sam to Date E Prior g. Account Code it. Form of Payment i. la -Mad Description j. Date (mm/dd/yyyy) Y. Amount ❑ $ ❑ $ ❑ $ 3. Contributor Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & rip) b. Job Title/Profession d.Comments c. Employer's Name/Specific Field e. Election Som to Date E Prior g. Account Cade It. Form of Payment i. la -Mad Description J. Date (mm/ddlyyyy) L Amount ❑ $ ❑ $ ❑ $ 4. Total only this Page $ 100.00 5. Total of ALL CRO -1210 Pages $ 100.00 (This line now be on fine 6 of DefaUed Summary Page CRO -1100) CRO -1210 NC State Board of Elections April 2007