Marcolese,Robert_2019-Year-endAmendment
Disclosure Report Cover ❑ Yea ® No
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
a. Full Name
V
c. to Number
The Heritage Campaign
J y�
O ,�Y
HJM4X7
b. Mailing Address (include City, State and Zip Code)
z
d. Date Filed
9904 Heritage Oak Lane
2i� t�V
01 /22/2019
Marvin, NC 28173
e. Phone Number
(704)443-1268
2. Report Year
3. Period Start Date (mm/dd/yy)
4. Period End Date
lmm/ddtvvi
5. Treasurer Full Name
2019
07/18/2019
12/31/2019
Audrey Lavelle
6 Type of Committee Check One
9. Type
of Report check only one type of re
om one cat
® Candidate Campaign ❑ Party
Municipal
State/County
Referendum
❑ PAC ❑ Referendum
❑
Organizational
❑ Organizational
❑ Organizational
Independent Joint Fundraiser
❑ Expenditure ❑
❑
Thirty-five da
nY- y
Quarterly
❑ Pre -referendum
❑ Legal Expense Fund
❑
❑
Pro-pnmary
Pro -election
❑ First
❑ Second
❑ Final
❑ Supplemental Final
.i' . . - _
❑ "Booster Fund"
❑ Building Fund
❑
Pre -runoff
❑ Third
❑ Annual
Semi-annual
❑ Fourth
❑ Special
❑
Mid Year
Semi-annual
❑ thher
®
Year End
E]Mid Year
CO. $ Nntte
❑
❑
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
First Citizens Bank
b. Purpose
a Account Code
b. Purpose
c. Account Code
Campaign
1
Account for
d. Period Begin Balance
d. Period Begin Balance
$ 0.00
$
Receipts and
Expenditures
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 prohibited or other non -disclosed funds. I further certify that this report
is complete, true and correct and that I have been trained
lgvdmz. Lotvelle
by the NC State Board of Elections.
a, >w eQ le_
I f 2aJ -�o
firinted Name of Signer
Signatuf Appointed Tnw uter
Date
FOR OFFICE USE ONLY
Date Received: O�P
Employee:
9;97❑
Delivery Method
Normal Mail
Date Postmarked: ,tDaO
Employee:
Registered Mail
Hand Delivered
Date Scanned:
Employee:
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-210oA-E) to make committee changes.
Amendment
Detailed Summary ❑ ves ® No
Use this form to summarize all disclosure renortintr forms and to total rnnnetnry infnrmatinn
1. Committee Full Name and Fund if appe
of Report
3. ID Number
The Heritage Campaign
2019 Year End
Semi Annual Report
HJM4X7
Start of Election Cycle: .lanuary 1,
2019
Total this
Reporting Period
Total this
Election Cycle
4)
5)
6)
7)
8)
9)
10)
11)
Cash on Hand at Start
Aggregated Contributions from Individuals (CRO -1205)
Contributions from Individuals (CRO -1210)
Contributions from Political Party Committees (CRO -1220)
Contributions from Other Political Committees (CRO -1230)
Loan Proceeds (CRo-1410)
Refunds/Reimbursements To the Committee (CRa1240)
Other Receipt Sources
Ila) Interest on Bank Accounts (CRO -1250)
lb) Contributions from Not -for -Profit Organizations (CRO -1250)
Ile) Outside Sources of Income (CRO -1250)
l ld) Legal Expense Fund — Other Sources (CRo-1270)
11 e) Exempt Purchase Price Sales (CRO -1265)
$
0.00
$
0.00
S $
$ 1,131.96 $
1,131.96
S $
S 95.64 $
95.64
$ $
$ $
$ $
VO
$ $
pO
$ $
i V
$ $
$ $
12)
13)
14)
15)
16)
17)
TOTAL. RECEIPTS (Add lbws 5. 6.7, 8, 9, lo, Ila Ilb, 11e, Ildand Ile)
Disbursements
13a) Operating Expenditures (CRO -1310)
13b) Contributions to Candidates/Political Committees (CRO -1310)
13c) Coordinated Party Expenditures (CRO -1310)
Aggregated Non -Media Expenditures (CRa131s)
Loan Repayments (CRO -1420)
Refunds/Reimbursements From the Committee (CRO -1320)
In -Kind Contributions (CRO -1510)
$
1,227.60
S
1,227.60
$ 675.83
$
675.83
$ 261.28 $
26128
S $
$ $
$ $
$ $
S 95.96 S
95.96
18)
TOTAL EXPENDITURES (Add line, Iia, 13b. 13c, 10.15, 16 and 17)
$
1,033.07
$
1,033.07
19) Cash on Hand atEnd (4ddlines4and 12together, then subaactline 18)
ADD
20) Non -Monetary Gifts Given to Other Committees (CR0.1330)
21) Outstanding Loans (incl. ones from other campaigns) (CRO -1430)
22) Debts and Obligations owed By the Committee (CRO -1610)
23) Debts and Obligations owed To the Committee (CRO -1620)
24) Account Transfers Within the Committee (CRO -1720)
25) Administrative Support (CRO -1710)
26) Forgiven Loans (CRO -1440)
27) 48 -Hour Notice Reports Sum (CRO -2220)
28) Contributions to be Refunded (CRO -1215)
S
194.53
S
194.53
$ 95.64
S
$
$
$ 7
$ $
$ $
$ $
I $ $
CRO -1100 NC State Board of Elections August 2008
Contributions from Individuals Pg I of I Amendment
❑ ties ® 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 if a licable
2. ID Number
The Heritage Campaign
HJM4X7
3. Contributor Information ®
a. Full Name, Mailing Address & Phone
(include city, state, & rip)
Add ❑ Remove
b. Job Title/Profession
mm
d. Comments Q
O O
Z Q 0
�� OV A�
Robert Anthony Marcolese
9904 Heritage Oak Lane
Marvin, NC 28173
(704)443-1268
c. Employer's Name/Specific Field
t. Election Sum to Da E�
f. Prior
g. Account Code
la. Form of Payment
L In -Kind Description
J. Date (mm/dd/yyyy)
It. Amount
❑
I
Check
07/22/2019
$ 695.00
❑
I
Check
08/23/2019
$ 5.00
❑
Check
10/25/2019
$ 36.00
3. Contributor taformation ❑ Add ❑ Remove
a. Full Name. Mailing Address & Phone
(include city, state, & rip)
It. Job Title/Profession
d. Comments
Robert Anthony Marcolese
9904 Hefitage Oak Lane
Marvin, NC 28173
(704)443-1268
c. Employer's Name/Specific Field
e. Election Sum to Date
$ 1,131.96
E Prior
it. Account Code
It. Form of Payment
L In -Kind Description
J. Date (mm/ddlyyyy)
it. Amount
❑
I
Transfer
11/06/2019
$ 300.00
❑
Yard Sign balan
10/15/2019
$ 95.96
❑
3. Contributor Information
a. Full Name, Mailing Address & Phone
(include city, state, & rip)
b. Job Tltie/Profemion
$
d. Comments
e Employer's Name/Specific Field
e, Election Sum to Date
$
E Prior
Il. Account Code
Is. Form or Payment
L In -Kind Description
J. Date (mm/ddlyyyy)
it. Amount
❑
$
4. Total
only this Page $ 1,131.96
5. Total of ALL CRO -1210 Pages
$ 1,131.96
(This line must he on (ins 6 of Detailed Summary Page CRO -1100)
CRO -1210 NC State Board of Elections April 2007
Contributions from Other Political Committees Pa
Use this form to report contributions from other candidate, referendum or PAC committees
Amendment
of 1 ❑ Yea ® No
1. Committee Full Name and Fund if applicable)
2. ID Number
The Heritage Campaign
HJM4X7
3. Contributor information ® Add ❑ Remove
a. Full Name, Mailing Address & Phone
(include city, state, & zip)
It. Type of Committee
d. Comments
® Candidate FA(
E] Referendum
Reimbursement-
1/3 of Marvin
Barn Rental for
Meet & Greet
Jamie Lein Campaign
1025 Seminole Drive
Marvin, NC 28173
(704)619-7461
c. level Registered (Specify)
❑ Federal ❑ County:
❑ State ® Municipality:
a Election Sum to Date
$ 95.64
E Account Code
g. Form of Payment
h. In -Kind Description
L Date (mmlddlyyyy)
J. Amount
1
Cash
10/16/2019
$ 50.00
Donuts for
Meet & Greet
10/17/2019
$ 45.64
$
3. Contributor Information � Add❑ Remove - T
a. Full Name, Mailing Address & Phone
(include city, state, & zip)
b. Type of Committee
d. Comm,
❑ Candidate ❑ PAC
❑ Referendum
O Qy� `a O Z
��0 OQQ' �\O
U
e. Level Registered (Specify)
❑ Federal El County:
❑ State ❑ Municipality:
a Election SullisAp Date
$
E Account Code
Z. Form of Payment
Is. to -Kind Description
L Date (mm/ddlyyyy)
J. Amount
$
$
$
3. Contributor Information ❑ Add ❑ Remove
a. Full Name, Mailing Address & Phone
(include city, state, & rip)
It. Type of Committee
d. Comments
❑ Candidate ❑ PAC
❑ Referendum
c. Level Registered (Specify)
❑ Federal ❑ County:
❑ State ❑ Municipality:
e. Election Sum to Date
$
E Account Code
g. Form of Payment
It. to -Kind Description L Date (mm/ddlyyyy)
J. Amount
$
$
$
4. Total only thin Page
5. Total of ALL CRO -1230 Pages - $ 95.64
(This line must be online 8 ojDemiled Summary Page CRO -1100)
/'RI)_ I,?/) U(' l,mW 11.o evil 7M7
Amendment
Disbursements P< , of 1 ❑ ves ® .�
Use this form to report expenditures from the committee for; operating expenses, contributions to candidate/political
committees and coordinated party expenditures.
1. Committee Fall Name and Food if applicable) 2. WNWiller
The Heritage Campaign FUM4X7
te s
3. Type of Disbursement lease use se rate CRO -1310 ornxs r each e of DisburselM!!
® Operating Expenses ❑ Contributions to C'andidates/Political Committees ❑ Coordinated Park Expenditures
4. Payee Information D9 Add El Remove
a. Full Name, Mailing Address & Phone
include city, state, & ti
b. Coordinated Committee Name
it. Comments
First Citizens Bank
c. Ltrel Registered (Specify)
❑ Federal ❑ County:
❑ State ® Municipality:
a Election Sum to Date
$ 36.00
E Account Code
Z. Form of Payment
it. Purpose Code
L Daft (mm/ddlyyyy)
j. Amount
Y. Required Remarks
I
Draft
O
10/25/2019
$36.00
Overdraft Fee
$
NTy
4. Payee Information X Add El Remove
a. Full Name, Mailing Address & Phone
include city, state, & A
b. Coordinated Committee Name
d. Commcnts Q �
z Q,0
The Village of Marvin
10004 New Town Road
Marvin, NC 28173
(704)843-1680
c. Level Registered (Specify)
❑ Federal ❑ county:
❑ State ® Municipality:
a Election Sum to Date
$ 150.00
E Account Code
g. Form of Payment
It. Purpose Code
L Date (mm)dyyyyy)
j. Amount
L Required Remarks
1
Check
O
10/03/2019
$150.00
Bam Rental for
Meet and Greet
$
4. Payee Information Add Remove
a. Full Name, Mailing Address & Phone
include city, state, & zip)
b. Coordinated Committee Name
d. Comments
Robert Marcolese
9904 Heritage Oak Lane
Marvin, NC 28173
(704)443-1268
c. Level Registered (Specify)
❑ Fedetal ❑ county:
❑ state ® Municipality:
t Election Sam to Date
$ 489.83
E Account Code
g. Form of Payment
h. Parpox Code
L Date (mm/dd/yyyy)
j. Amount
it. Required Remarks
I
Transfer
B
10/15/2019
$352.92
Reimbursement -
Campaign Signs
I Check O 10/20/2019 $136.91 Reimbursement -
Donuts
5. Total only this Pae $ 675.83
6. Total of ALL CRO -1310 Pages
(This line goes in line 13a of Detailed Summary Page CRO -1100 if Operating Expenses)
(This fine goes m line 13b of Detailed Summary Page CRO -1100 if Contrib to CandldateclPolitical Comm) $ 675.83
(This line goes in line He of Detailed Summary Page CRO -1100 if Coordinated Parry Expenditures)
7. Purpose Codes(List detailed expenditure code in above
A* - Media B* - Printing C* - Fundraising D - To Another Candidate
E - Salaries F* - Equipment G - Political Party H* - Holding Public Office Expenses
1 - Postage 3 - Penalties K* - Office Expenses Q* - Donation to Legal Expense Fund
0* - Other
• CedwrelaW tedetaikd exa nation in required remarks field (k)
Amendment
Disbursements Pg t of 1 ❑ 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 Fall Name and Fund If applicable)
2. ED Number
The Heritage Campaign
HJM4X7
3. Type of Disbursement lease uses ate CRO -1310 folrass for each type
of Disburse» ue G
❑ Operating Expenses ®
Contributions m Candidate&Tolitical Committees
❑
Coordinated Pare Fxpenditures
4. Payee Information
Add L3
Remove
a. Full Name, Mailing Address & Phone
include city, sate, & a
It. Coordinated Committee Name
d. Comments
Reimburse Jamie
Lein Campaign
1/3 of costs
for Meet&Greet
Jamie Lein Campaign
1025 Seminole Drive
Marvin, NC 28173
(704)619-7461
a Level Registered (Specify)
❑ Federal ❑ Coanty:
❑ sate ® Municipality:
a Election Sum to Date
$ 202.28
L Account Code
g. Form of Payment
h. Purpose Code
L Date (mmlddlyyyy)
J. Amount
h. Required Remarks
I
Check
B
12/19/2019
$169.36
Pard Signs /
Banners
I
Check
O
12/19/2019
$32,92
Cookies for
Meet &Greet
4. Payee Information
DQ Add
Remove
a. Full Name, Mailing Address & Phone
Include city, sate, & a
It. Coordinated Committee Name
d. Comments
Christopher
Smith was 2019
Marvin
candidate
Christopher Smith
212 Cattle Ridge Road
Marvin, NC 28173
(402)707-5201
c. Level Registered (Specify)
❑ Federal ❑ County:
❑ sate ® Municipality:
e. Elecsioe Sum to Date
$ 59.00
L Account Code
B. Form of Payment
L Nose Code
L Date (mm/ddlyyyy)
J. Amount
L Required Remarks
I
Check
B
09/27/2109
$59.00
Reimburse for
Campaign Cards
4. Payee Information
Lj Add ❑
Remove
Ak
a. Full Name, Mailing Address & Phone
include city, sate & zip)
It. Coordinated Committee Name
d. Commen j ¢i
c. Level Registered (Specify)
❑ Federal ❑ County:
❑ sate ❑ Municipality:
c Election Sum to Date
$
L Account Code g. Form of Payment
h. Purpose Code
L Date (mmiddlyyyy)
j. Amount
E Required Remarks
$
5. Total only this Page
$
$ 26128
6. Total of ALL CRO -1310 Pages
(Thls line goes in line 13a of Detailed SummonPage CRO -1100 if Operating F_cpenses)
(This line goes in line lab of Detailed Summar' Page CRO -1100 if Contrib to CandidatevPolitical Comm)
(This line goes in line He of Detailed Summar Page CRO -1100 if Coordinated Part, Fxpendimres)
$ 26128
7. Purpose Codes(List detailed expendittire
code in above
A* - Media B* - Printing C* - Fundraising
E - Salaries F* - Equipment G - Political Party
I - Postage J - Penalties K* - Office Expenses
O* - Other
• Codes retialse detailed ezvlouation in required remarks field (k)
D - To Another Candidate
H* - Holding Public Office Expenses
Q* - Donation to Legal Expense Fund
Amendment
Disbursements Pg t of t ❑ Yes
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. ll) Number
The Heritage Cam aig HJM4X7
3. Type of Disbursement Please use se orate CR -1310 form or each o Disburse +et
❑ Operating Expenses ® C'ontributions to Candidates/Poinical Committees Coordinated Pam Expenditures
4. Payee Information 0 Add El Remove
a. Full Name, Mailing Address & Phone
(include city, state, & a
b. Coordinated Committee Name
d. Comments
Reimburse Jamie
Lein Campaign
1/3 of costs
for Meet&Greet
Jamie Lein Campaign
1025 Seminole Drive
Marvin, NC 28173
(704)619-7461
for
c. Level Registered (Specify)
❑ Federal ❑ County
❑ state ® Municipality:
C. Election Sea to Date
$ 202.28
E Account Code
g. Form of Payment
E Purpose Code
L Date (mm/dd/yyyy)
J. Amount
L Required Remarks
I
Check
B
12/19/2019
$169.36
Yard Signs /
Banners
I
Check
O
12/19/2019
$32,92
Cookies for
Meet & Greet
4. Payee Information N Add Remove
a. Full Name, Mailing Address & Phone
Include city, state, & zip)
b. Coordinated Committee Name
d. Comments
Christopher
Smith was 2019
Marvin
candidate
Christopher Smith
212 Cattle Ridge Road
Marvin, NC 28173
(402) 707-5201
e. Level Registered (Specify)
❑ Federal ❑ County
❑ state ® Municipality:
a Election Sam to Date
$ 59.00
f. Account Code
g. Form of Payment
Is. Purpm Code
L Date (mm/ddlyyyy)
J. Amount
it. Required Remarks
1
Check
B
09/27/2109
$59.00
Reimburse for
Campaign Cards
4. Payee Information Lj Add El Remove
a. Full Name, Mailing Address & Phone
include city, state & zip)Z
b. Coordinated Committee Name
d. Comments Q
U so Q
2 Il O �U
m ��
a Level Registered (Specify)
❑ Federal ❑ County:
❑ state ❑ Municipality:
e. Eleetio■ S■m to Date
E Account Code
g. Form of Payment
L Purpose Code
L Date (mmldd/yyyy)
J. Amount
It. Required Remarks
$
5. Total only this Pae $ 261.28
6. Total of ALL CRO -1310 Pages
(This lin goes in line 13a of Detailed SummanPage CRO -1100 if Operating E.rpenses)
(This line goes in line 13b of Detailed Summary• Page CRO-11001fContrib to Candidates/Political Comm) $ 261.28
(This linegoes in line 13c of Detailed Summan Page CRO -1100 if Coordinated Pam' E.rpenditures)
7. Pu Codes(List detailed expenditure code in above
A* - Media B* - Printing C* - Fundraising D - To Another Candidate
E - Salaries F* - Equipment G - Political Party H* - Holding Public Office Expenses
1 - Postage J - Penalties K* - Office Expenses Q* - Donation to Legal Expense Fund
O* - Other
* Codes require detailed explanation in required remarks field (kl
Amendment
In -Kind Contributions Pg of 1 ❑ Yes ® 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 Full Name and Fund if a ticable 2.
The Heritage Campaign H1M4X7
3. Contributor Information Add Remove
a. Full Name, Mailing Address & Phone
(include city, state, & zip)
b. Type of Contributor
e. Commend
❑ Individual
® Candidate
❑ Parry
❑ PAC
❑ Referendum
❑ other Receipt Source
Robert Marcolese
9904 Heritage Oak Lane
Marvin, NC 28173
(704) 443-1268
d. Election Sum to Dad
$ 95.96
e. Description
E Dad (mm/ddlyyyy)
g. Fair Market Amount
Balance on Build a Sign invoice
10/15/2019
$ 95.96
3. Contributor Information El Add El Remove
a. Full Name. Mailing .Address & Phone
(include city, state, & zip)
b. Type of Contributor
C. Commend
❑ Individual
❑ Candidate
El P
❑ PAC
❑ Referendum
❑ Other Receipt Source$
�Y
QJ �°' N p cP
(L Election So o D�{ O Q
�Q )
e. Descriptiom
E Dad (mmldd/yyyy)
g. Fair Ma Ammu
$
$
3. Contributor Information Add Remove
a. Full Name, Mailing Address & Phone
(include city, state, & zip)
b. Type of Contributor
a Comments
❑ Individual
❑ Candidate
❑ pony
❑ PAC
❑ Referendum
❑ Other Receipt Source
d. Election Sum to Date
$
e. Description
E Dad (mdddlyyyy)
g. Fav Market Amount
$
$
$
4. Total on this Pae
$ 95,96
5. Total of ALL CRO -1510 Pages
(This fine must be on line 17 of DetailedSummmy Page CRO -1100)
$ 95.%
CRO -1510 NC State Board of Elections December 2007
Amendment
Non -Monetary Gifts Given to Other Committees Pg , of I ❑ ves N No
Use this form to report any in-kind, non -monetary gift, service or items given to another committee.
1. Committee Full Name and Fund if applicable)
2 ID Number
The Heritage Campaign
HJM4X7
3. Payee Information ® Add ❑ Remove
a. Full Name, Mailing Address & Phone
(include city, state, & rip)
b. Type of Committee
d. Comments
® Candidate ❑ PAC
❑ Referendum ❑ Party
Expenses owed
to The Heritage
Campaign not
paid back by
Christopher
Smith Campaign
Christopher Smith
212 Cattle Ridge Drivee
Marvin, NC 28173
(402) 707-5201
a Level Registered (Specify)
❑ Federal ❑ County:
❑ State ® Municipality:
e. Type of GIH
❑ Coordinated Party Expenditure ® Contribution to Candidate/Political Committee
E Description
g. Date (mmlddlyyyy)
h. Fair Market Amount
1/3 Cost of Marvin Bam Rental for
Meet and Greet
10/03/2019
$ 50.00
1/3 Cost of Donuts for
Meet and Greet
10/17/2019
$ 45.64
3. Payee Information ❑ Add ❑ Remove
a. Full Name. Mailing Address & Phone
(include city, state, & zip)
It. Type of Committee
d. Comments
❑ Candidate ❑ PAC
❑ Referendum ❑ Party
JtJTY
0
2 .aa'ati0 Q
Q �GQ' ro 0
Z
� 2> Q�QQ
c Level Registered (Specify)
❑ Federal ❑ County:
❑ State ❑ Municipality:
e. Type of Gift
❑ Coordinated Party Expenditure ❑ Contribution to Candidate/Political Committee
E Description
Z. Date (mm/ddlyyyy)
h. Fair Market Amount
$
3. Payee Information ❑ Add ❑ Remove
_
a. Full Name, Mailing Address & Phone
(include city, state, & zip)
b. Type of Committee
d. Comments
[jCandidate ❑ PAC
❑ Referendum ❑ Party
e. Level Registered (Specify)
❑ Federal ❑ County:
❑ State ❑ Municipality:
e. Type of Gift
❑ Coordinated Party Expenditure ❑ Contribution to Candidate/Political Committee
E Description
g. Date (mm/ddlyyyy)
Is. Fair Market Amount
$
a
4. Total only this Page $ 95.64
5. Total of ALL CRO -1330 Pages $ 95.64
(This fine must be on line 20 of Derailed Summon' Page - ` . . - ^-- _ _ .
CRO -1330 NC State Board of Elections December 2007