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Kerr, James_2021-PreElectionReport
Disclosure Report Cover Amendment ❑ Yes 188 Na Use this form for general report and committee information, must be signed and submitted along with other detailed forms. Do not use this form to update information. 1. Committee Information . Full Name ` _ _ c. ID Number Kerr for Council OCT 2 5 2O2 2JM3V9 b. Matting Address (include City, State and Zip Code) d. Date Filed ATTN: John Kapelar RECErVED10/21/2021 114 N. Church Street e. Phone Number Monroe, NC 28112 704-283-8189 2. rt Year 3. Period Start Date mm/d 4. Peiod End Date mmld 5. Treasurer FRU Name021 n 09/22/2021 10/18/2021 John Walter Kapelar rtes Check One 9. T of Report (check Municipal ❑ Orgenizauonel ® Thirty-five day ❑ Pre-primary only one type of report,%rom one category_ ) Referendum ❑ Organizational ❑ Pre -referendum ❑ Final 6T Candidate Campaign ❑puny ❑ PAC ❑ Referendum ❑ Independent Expenditure ❑ Joint Fundraiser ❑ Legal Expense Fund State/County ❑ Organizational Quarterly ❑ First ❑ Pre-election ❑ Pre -runoff Semi-annual ❑ Mid Year Second ❑ Third Fourth Semi-annual ❑ Supplemental Final [3 Annul ❑ special 7 T tie of Fund (if applicable, check one) 6Booster Fund ❑ Buildine Fund ❑ OIhCC ❑ Year End ❑ Final 13 special ❑ Mid Year ❑ Year End ❑ Fina ❑ special 10. S lal Report Name Campaign Reporting Schedule 8. Number of Fundraisers this Report 11. Accountlnformation 11. Account Information . Financial Institution Full Name a. Financial Institution Full Name American Bank b. Purpose c. Account Code b. Purpose c. Account Code For all campaign JK3387 expenses d. Period Begin Balance d. Period Begin Balance $ 906.07 $ CERTIFICATION l certify that the Committee or Fund is in compliance with all applicable provisions of Article 22A, 22B & 2213-22M of Chapter 163 of the NC General Statutes and that no funds are commingled with prohibited or other non -disclosed funds. I further certify that this report is complete, true and correct and that I have been trained by the NC State Board of Elections. John W. Kapelar li�B •,V.21 Printed Name of Signer Signature of A*,.dT,,asurer Date FOR OFFICE USE ONLY Date Received: D Employee: Delivery Method ❑ Normal Mail ❑ Date Postmarked: Employee: Registered Mailf�7$( Hand Delivered Date Scanned: / Employee: Electronically Filed t Date Data Entered: Employee: [3 Signer has not receivedmandatory 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 -2100A -E) to make committee changes. (,RU -1000 NC State Board of Elections August 2008 Amendment Detailed Summary ❑ Yes ® No Use this form to summarize all disrinsnre rennrtino forme and to total _-t- 1. Committee Pull Name (and Fund U a licable) . ..... ......... 2. 1)!pa of Report . .................. 13. ID Number Kerr for Council Campaign Reporting 2JM3V9 Start of Election Cycle: January 1, 2020 Total this Reporting Period Total this Election Cycle 4) Cash on Hand at Start $ 906.07 $ .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 Ilb) Contributions from Not -For -Profit Organizations Ile) Outside Sources of Income Ild) Legal Expense Fund - Other Sources lie) Exempt Purchase Price Sales (CRO -1205) (CRO -1210) (CRO -1220) (CRO -1230) (7R0-1410) (CRO -1240) (CRO -1250) (CRO -1250) (CRO -1250) (CRO -1270) (CRO -1265) $ $ $ 5,265.33 $ 6,815.33 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 12) TOTAL RECEIPTS (Add lines 5, 6, 7, 8, 9,10,1 la,1lb,l lc,l ld and Ile) $ 5,265.33 $ 6,815 33 EXPENDITURES 13) Disbursements 13a) Operating Expenditures (CRO -1310) 13b) Contributions to Candidates/Political Committees (CRO -1310) 13c) Coordinated Party Expenditures (CRO -1310) 14) Aggregated Non -Media Expenditures (CRO -1315) 15) Loan Repayments (CRO -1420) 16) Refunds/Reimbursements from the Committee (CRO -1320) 17) In -Kind Contributions (CRO -1510) - $ 3,061.61 $ 3,705.54 $ $ $ $ $ $ $ $ $ 4,200.00 $ 4,200.00 $ 4,099.15 $ 4,099.15 18) TOTAL EXPENDITURES (Add lines 13a, 13b, 13c, 14, 15, 16 and 17) $ 11 360.76 $ 12 004.69 19) Cash on Hand at End (Add lines 4 and 12 together, then subtract line 18 $ (5,189.36) $ (5,189.361 ADDITIONAL INFORMATION 0) Non -Monetary Gifts Given to Other Committees 1) Outstanding Loans (incl. ones from other campaigns) 2) Debts and Obligations owed by the Committee 23) Debts and Obligations owed to the Committee 24) Account Transfers Within the Committee 5) Administrative Support 6) Forgiven Loans 7) 48 -Hour Notice Reports Sum (CRO -1330) (CRO -1430) (CRO -1610) (CRO -1620) (CRO.1720) (CRO -1710) (CRO -1440) (CRO -2220) $ $ $ $ $ $ $ $ $ $ $ 8) Contributions to be Refunded (CRO -1215) $ $ a,nv-u vv ne urate aoam of tlecnons August 2008 Contributions from Individuals Amendment Pg � of 2 ❑ Yes ® No Use this form to report individual contributions over $50 or contributions under S50 if form CRO 17115 is r m rr.ed 1. Committee FuH Name and Fund if applicable) 2. ED Number Kerr for Council 2JM3V9 . Contributor Information Add 0 Remove . Full Name, Mailing Address & Phone (include city, state, & zip) b. Job Titie(Profemlon d. Comments Brooks Durham 4723 Kiddle Lane Monroe, INC 28110 704-774-1463 c. Employer's Name/Specific Field LD Davis Monroe e. Election Sum to Date $ 500.00 I. Prior g. Account Code h. Form of Payment 1. In -Kind Description J. Date (mm/dd/yyyy) k. Amouat 0 JK3387 Check 09/24/2021 $ 500.00 ❑ $ ❑ $ . Contributor Information ® Add ❑ Remove . Full Name, Mailing Address & Phone (include city, state, & zip) b. Job Title/Profession d. Comments Candidate Real Estate - James Maxwell Kerr PO Box 783 Monroe, INC 28111-0783 704-283-3911 c. Employer's Name/Specitic Field Self -Employed e. Election Sum to Date $ 2,615.33 . Prior g. Account Code h. Form of Payment I. In -Kind Description J. Date (mm/ddlyyyy) K Amount ❑ JK3387 Bank Transfer $ 1,315.33 ❑ $ ❑ $ 3. Contributor Information ® Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, &zip) b. Job Tiae)Prollmlon d. Conceals Farmer 7Dote Frank Howey, Jr. PO Box 429 Monroe, NC 28111-0429 c. Employer's Name/Specift Field Self -Employed e. Election sam $ 1,000.00 f. Prier Ig.AccountCode h, Form of Payment I. In -Kind Description J. Date (mm(ddlyyyy) k Amouat 0 JK3387 Check 09/22/2021 $ 1,000.00 ❑ $ ❑ $ 4. Total only this Page $ 2,815.33 5. Total of ALL CRO -1210 Pages (Thi. line must he on Sne 6 of Delatfed Summary Page CRO -1100) $ 5,265.33 CRO -1210 NU State Board of Elections April 2007 Contributions from Individuals Amendment Pg 2 of 2 ❑ 5'es 0 No Use this form to report individual contributions over $50 or contributions under S50 if form CRO 1205 is not used mmittee Full Name and Fund if applicable) 2. ED Number Kerr for Council 2JM3V9 3. Contributor Information ® Add ❑ Remove . Full Name, Mailing Address & Phone (Include city, slate, & zip) It. Job Title/Profession d. Comments Haritha Sakhamuri & Venkateswara R. Suryadevara 10010 Allyson Park Drive Charlotte, NC 28277-2932 c. Employer's NanWSpedDc Field e. Election Sum to Date $ 2,000.00 . Prior g. Account Code It. Form of Payment L In -Kind Description J. Date (muJddlyyyy) k Amount ❑ JK3387 Check 10/05/2021 $ 2,000.00 ❑ $ ❑ $ 3. Contributor Information Add 0 Remove a. rill Name, Mailing Address & Phone i include city, state, & zip) b. Job Title/Profession d. Comments Drew Lawrence c, Employer's Name/Specitle Field R Election Sum to Date $ 200.00 f. Prior _ g. Account Code h. Form or Payment 1. In -Kind Description p J. Dale (mmldd/YYYY) k Amount 13 JK3387 Check 10/05/2021 $ 200.00 ❑ $ ❑ $ 3. Contributor Information ® Add ❑ Remove . Full Name, Mailing Address & Phone (Include city, state, & zip) It. Job Tlde/Profession d. Comments Thomas C. Leitner, Jr. c. Employer's Name/Specific Field e. Election Sum to Date $ 250.00 . Prior g. Account Code It. Form of Payment 1. In -Kind Description J. Date (mmlddlyyyy) It. Amount 11 JK3387 Check 10/05/2021 $ 250.00 ❑ $ ❑ $ 4. Total only this Page $ 2,450.00 5. Total of ALL CRO -1210 Pages (This line must be on fine 6 of Detailed Summary Page CRO -1100) $ 5,265.33 NC State Board of Elecliuns April 2007 Amendment Disbursements Pg i of - ❑ Yes ❑ No Use this form to report expenditures from the committee for operating expenses, contributions to candidate/political committees and coordinated artv expenditures Committee Full Nerne (and Fund if applicable) 12. H) Number Kerr for Council 2JM3V9 . Type'o[TNgbarsement (Please use separate CRO -1310 forms for each type of Disbursement.) Operating Expenses Clol.b own' to Cmdat dies/Puliiic al Gnnmiueee CooNinuteJ Pum Ex ndimres Payee Information Add 0 Remove a. Full Name, Mailing Address & Phone _Include city, state, & zip) b. Coordinated Committee Name d. Comments _ Jim Hansen c. Level Registered (Specify) Federal L3 County: ❑ State © Municipality: e. Flection Sum to Date $ 520.00 . Account Code g. Form of Payment h. Purpose Code i. Date (mm/dd/yyyy) j. Amount k. Required Remarks JK3387 ck #1001 place signs $160.00 O - put out campaign signs JK3387 ck #1020 5360.00 O = put out campaign signs 4. Payee Information Add Remove . Full Name, Mailing Address & Phone (include city, state, & zip) It. Coordinated Committee Name d. Comments Right Course Consulting, LLC 8207 Lake Providence Drive Weddington, NC 28104Federal c. Level Registered (Specify) county: ❑ State © Municipality: e. Election Sum to Date $ 3,172.67 . Account Code g. Form of Payment h. Purpose Code 1. Date (mm/ddlyyyy) J. Amount L Required Remarks JK3387 ck #1002 O 10/01/2021 $ 911.40 0 = Consulting/Campaign JK3387 ck#1010 O 10/13/2021 ;-1,530.21 management 4. Payee Information Add 0 Remove . Full Name, Mailing Address & Phone (include city, state, & zip) b. Coordinated Committee Name d. Comments c. Level Registered (Specify) Federal 0 County: ❑ State ❑ Municipality: a Eleetiou Sum to Date $ ..Account Code g, Form of Paymeat 1h. Purpose Code i. Date (mm/dd/yyyy) D. Amount k Required Remarks Is S 5. Total only this Page $ 3,061.61 6. Total of ALL CRO -1310 Pages (This line goes in line l3a of Detailed SummonPage CRO -1100 if Operating Expenses) l This line goes in line 13b of Detailed Summary Page CRO -1100 if (antrib to Candidates/Political Comm) (This line goes in line 13c of Detailed Sunman Page ('R(1-1100 if Coordinated Party Expenditures) $ 3.061.61 7. Purpose Codes (List detailed expenditure code in (h.) above) A* - Media B* - Printing C* - Fundraising D - To Another Candidate E - Salaries F* - Equipment G - Political Party H* - Holding Public Office Expenses I - Postage J - Penalties K* - Office Expenses Q* - Donation to Legal Expense Fund O* Other * Codes re uire detailed explanation in re utred remarks field W CR043io NC State Board of Elections December 2009 Amendment Refunds/Reimbursements From the Committee Pg I of Z ❑ Yes ® No Use this form to report refunds/reimbursements, including contributions returned to the contributor. 1. Committee Full Name and Fund If applicable) 2. ID Number__ 2JM3V9 Kerr for Council 3. Payee Information U Add U Remove . Full !Name, Mailing Address & Phone (include city, state, & zip) _ Frank Howey, Jr. PQ box 429 Monroe, NC 28111-0429 d. Type of Committee: h. Original Receipt Dale 09/22/21 Candidate U PAC ❑ Referendum ❑ Party e. Level Registered 1. original Receipt Amount Federal U County: ❑ State® Municipality: $ 1,000.00 f. Purpose Code J. Election Som to Date L $ 1,000.00 . Job Titie(Profession c. Employer's Name/Specific Field jk. Accouat Code Farmer Self -Employed JK3387 . Form of Payment m. Required Remarks n. Date (mm/ddlyyyy) o. Amount Ck #1005 refund contribution 10/01/2021 $ 1,000.00 3. Payee Information Add U Remove . Full Name, Meiling Address & Phone (include city, state, & zip) it. Type of Committee h. Original Receipt Date Ld Candidate U PAC ❑ Referendum ❑ Patty Drew Lawrence e Level Registered i. Original Receipt Amount Federal 11 County: ❑ Slate ® Municipality: $ 200.00 L Purpose Code J. Election Som to Date L $ 200.00 b. Job Titie(Professioa le. Employer's Name/Specific Field g. Comments jk. Account Code JK3387 . Form of Payment in Required Remarks In. Date (m nitild/yyyy) o. Amount Ck #1006 refund contribution 1 10/05/2021 $ 200.00 3. Payee Information W Add El Remove • . Full Name, Mailing Address & Phone (include city, state, & zip) d. Type of Committee h. Original Receipt Date 12 Candidate PAC ❑ Referendum ❑ Patty 10/04/2021 Haritha Sakhamuri & Venkateswara R. Suryadevara 10010 Allyson Park Drive Charlotte, NC 28277-293213 e. Level Registered (.Original Receipt Amount U Federal county: State ® Municipality: $ 2,000.00 L Purpose Code J. Election Sam to Date L $ 2,000.00 b. Job Title/Profession c. Employer's Name/Specific Field ig. Comments k Account Code JK3387 I. Form of Payment m. Required Remarks In. Date (mmlddlyyyy) o. Amoas Ck #1009 refund contribution 10/05/2021 $ 2,000.00 4. Total only this Page $ 3,200.00 5. Total of ALL CRO -1320 Pages (This line must be on line 16 o Demised SummaryPage CRO -1100) $ 4,200.00 6. Purpose Codes (List detailed disbursement code in (t) above) L - Returned to Contributor M - Overpayment for Service N - Exceeded Contribution Limit P* - Reimbursement of In -Kind O* Other * Codes re uire detailed ex lanation in re(juired remarks ti CRO -1320 NC State Board of Elections December 2007 Refunds/Reimbursements From the Committee Pg 2 of 2 """'1 ❑ ,e, p „ Use this form to report refunds/reimbursements, including contributions returned to the contributor. 1. Committee Full Name (and Fund U applicable) 71D Number JM3V Kerr for Council 3. Payee Information 10 Add Remove . Full Name, Mailing Address & Phone (include city, state, & zip) d. Type of Committee h. Original Receipt Date 09/15/2021 Candidate PAC ❑ Referendum ❑ Pany Richard Kent Wilkinson 307 Lancaster Avenue Monroe, NC 28112 e. Level Registered I. Original Recelpt Amount Lj Federal 0 County: ❑ State ® Municipality: $ 250.00 L Purpose Code J. Election Sum to Date L $ 250.00 b. Job Titie(Profession e. Employer's Name/Spedfic Field g, Comments 1k. Account Code Real Estate Morrison Appraisal, Inc. JK3387 . Form of Payment im. Required Remarks _ _ n. Date (mm/dd/yyyy) It. Amount Ck #1019 refund contribution 10101/2021 S 250 00 3. Payee Information El Add Remove a. Full Name. Mailing Address & Phone (include city, state, & zip) Brooks Durham 4723 Kiddle Lane Monroe, NC 28110 704-774-1483 d. Type of Committee h. Original Receipt Date IM Candidate 0 PAC ❑ Referendum ❑ Party 9/24/21 e. Level Registered 1. Original Receipt Amount Federal County: ❑ State ® Municipality: $ 500.00 F. Purpose Code J. Election Sum to Date L $ 500.00 . Job Tltieiprofesdon C. Employer's Name/Specific Field g. Comments L Account Code LD Davis Monroe JK3387 . Form OTR m Required Remarlo _ n. Date (nmdddtyyyy) In. Amount Ck #1003 1 refund of contribution 10/01/2021 1 $ 500.00 . Payee Information Add Remove - . Full Name, Mailing Address & Phone (include city, state, & zip) d. Type of Committee h. Original Receipt Date W Candidate PAC [3 Referendum ❑ Party _ _ Thomas C. Leitner, Jr. e. Level Registered i. Original Receipt Amount Federal Courcy: 13 State 13 Municipality: $ 250.00 f. Purpose Code J. Election Sam to Date L $ 25000 b. Job Title/Profession c. Employer's Name/Specific Field 1g.Comments7-71 k Account Code JK3387 . Form of Int. Required Rettmrlm _ n. Date (mmtddlyyyy) lo. Amount Ck #1004 refund of contribution 10/01/2021 $ 250.00 4. Total only this Page $ 1,000.00 5. Total of ALL CRO -1320 Pages (Thus line must be on one 16 of Detailed Summary Page CRO -1100) $ 4.200.00 . Purpose Codes (List detailed disbursement code in (f) above) L - Retumed to Contributor 11 - ON erpd}vmcnt tier Service N - Exceeded Contribution Limit P* - Reimbursement of In -Kind O* Other * Codes re uire detailed ex lanation in recluired remarks field m CRO -1320 NC State Board of Election, December 2007 In -Kind Contributions Pg 1 of 1 ❑e �ea` N4 Use this forth 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 he. refimded within -t Aa.,� . Committee Fall Name (and und if applicable ) 12. ED Number Kerr for Council 2JM3V9 3. Contributor Information Q Add Remove . Full Name. /tailing Address & Phone (include city, state, & zip) b. Type of Contributor c. Comments Individual ® Candidate ❑ Party ❑ PAC ❑ Referendum ❑ Other Receipt Source _ James M. Kerr PO Box 783 Monroe, NC 28111-0783 704-283-3911 d. Election SUM to Date $ 4,099.15 . Description -. Personal credit card payment to Signs Now f. Date (®tddlyyyy) g. Fair Market TUnt 09/23/2021 $ 1,441.12 Personal credit card payment to KT Print Design 10/01/2021 $ 1,195.07 Personal credit card payment to KT Print Design 10/06/2021 $ 113.73 3. Contributor Information El Add Remove . Full Name, flailing Address & Phone (include city, state, & zip) b. Type of Contributor c. Comments Individual ® Candidate ❑ Party ❑ PAC ❑ Referendum ❑ Other Receipt Source _ _ James M. Kerr PO Box 783 Monroe, NC 28111-0783 704-283-3911 d. Election Sura to Date . Description t. 1g. Fair MarketAtmmt Personal credit card payment to Signs Now 10/08/2021 $ 720.56 Personal credit card payment to Brooster's 10/12/2021 $ 451.21 Personal credit card payment to KT Print Design 10/15/2021 $ 17746 Contributor Information El Add Remove . Full Name, trailing Address & Phone (include city, state, & zip) b. Type of Contributor c. Comments 11 Individual ❑ Candidate ❑ Party ❑ PAC ❑ Referendum ❑ Other Receipt Source d. Election Sum to Date $ - . Description P t. Date (mmlddlyyyy) g. Felt Market Amount _ - _ -- -- $ $ 4. Total only this Page $ 4 099.15 5. Total of ALL CRO -1510 Pages (This line must be on line 17 of Detailed Summary Page CRO -1100) non $ 4,099.15 I..V-r -, z v ht- Mate Board of Elections December 2007