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Instructions All candidates must complete Boxes A, B, C, D, E and F and Schedule 1. All candidates must complete Schedules 2, 3 and 4 as appropriate. Candidates who receive contributions or incur expenses in excess of $10,000 must also attach an Auditor's Report. All surplus funds (after any refund to the candidate or his or her spouse) shall be paid immediately over to the clerk who was responsible for the conduct of the election. YYYY MM DD
YYYY
MM
DD
I 010 I'o
[] Primary filing reflecting finances to December 31 (or 45th day after voting day in a by-election) [] Supplementary filing including finances after December 31 (or 45th day after voting day in a by-election)
Name of Candidate
Last Name
First Name
Middle Initial
Whitehead
Mailing Address Suite/Unit No. I Street No.
Ronald
T.
City/Town
1 89
Hamilton
Telephone No. 0ncl. area code) Fax No.
ON
Emad Address
L9B IR5
Business
I Home
905 546-2712
Councillor
Name of Municipality
905 389-8204
twhitehead @hamilton.ca
Ward Name or No. (if any)
City of Hamilton
1.
....................
I $
2.
....................
I $
...................
I $
4. My total campaign expenses that were subject to the spending limit were (from Box C) " " " I $ 5. My total campaign expenses that were not subject to the spending limit were (from Box C) " " I $
6. Total of all campaign expenses (from Box C) ................... ] $
31,352.76
0.00 0.00 0.00
7. Election campaign surplus/deficit from current election (from Box E) .......... ! $ 8. Contributions refunded to candidate or spouse (from Box E) ............. I $
9. Amount paid to clerk (from Box E) ....................... ] $
Dlsponlbls en frangam
Page 1 of 8
r r iF i-; i" l lr f i
,"
YYYY
MM
DD
To
I YYYY
MM
i For Candidate
DD
$
$ $ $ $
0.00
o.oo o.oo 31,252.76 o.oo
+
+
Interest income
o.oo
+ [i
+ +
100.00
0.00 0.00
I$
...........................
31352.76 ICl
$ $ Brochures ........................ + $ Interest on loan + $ Inventory contributed to candidate's campaign (Schedule 3) ...... + $
+
charges ....................... + Meetings hosted ...................... ..................... + + Nomination filing fee
$ $
$
539.69 lOO.OO
2,692.50
Office expenses
Phone and/or Intemet ....................
+
+
$
$ $
990.45
l ,ooo.oo 1,073.50
+
+
2. Direct calling
3. Building lease and insurance
Subtotal ..........................
+
+
=
4,972 O0
2,840.00
i
$
$ $ $
C2
+
+ +
+
+
$ $
o.oo 512.70
+ +
0.00 0.00
o.oo 0.00 0.00
0.00
+ $ + $ + $
3947.15
C3
......................
I: , _3"3 2"71c4
Page 2 of 8
9503P (2010/01)
434.45 0.00
Accounts receivable
0 00
$ 0.00
+ + +
5
$
o.oo
o.oo
m 15 I
...................................
434.45 I
434.45
0.00
Borrowings, overdraft
.....................
1.
+ +
+ i
..................................
+
.................
$ $
0,00 E1 o.oo E2
....................
5
$
o.oo
o.oo
Deduct: Any refund of contributions to the candidate or spouse (only if there is a surplus)
Total Determination ................................
o.oo E3
Part II - Disposition of Surplus If line E3 shows a surplus, the amount must be paid in trust, at the time the financial statements are filed, to the municipal clerk who was responsible for the conduct of the election.
I, R. Terry Whitehead
City of Hamilton
financial statements and attached supporting schedules are true and correct. Declared before (clerk or commissioner)
Signature of Candidate
9503P (2010/01)
Page 3 of 8
Schedulet" COntrlbUtlona,- i;7+'?, , ," , ,, i -i : -' i;ii "i-'-,-: ;-,;'- : Part I - Contribution
Contribution from candidate Contribution from spouse ............................ + $ + $ .............................
0.00 0.00
Total from each single contributor totalling more than $100 include all ticket revenue where ticket price exceeds $100 include all goods and services where value exceeds $100"
do not include contributions from candidate or spouse ...............
I
+, $
20,687.76 1
Total from each single contributor totalling $100 or less include all ticket revenue where ticket price is $100 or less include all goods and services where value is $100 or less*
do not include contributions from candidate or spouse ...............
I
+ I
$
$ $
10,565.00 ]
o.oo o.oo
..................
...................... =
IIA
........................... ......................
$ $
$
31,252.76 o.oo 1B
,.../it-..
Part II - List of Contributions from Each Single Contributor Totalling More than $100 Table 1: Monetary contributions from individuals other than candidate or spouse Neme See attachment Addrese See attachment
Amount'
5,100.00
$ $ $ $ $ $ $ $ $ $ $ $ $
$
$ $ $ $
$
$ $
1 Additional informahon ts listed on separate supplementary attachment
Total $
5,100.00
9503P (2010/01)
Page 4 of 8
MONETARY CONTRIBUTIONS FROM INDIVIDUALS OTHER THAN CANDIDATE OR SPOUSE TOTAUNG MORE THAN $100
Name Bagdonas, Richard
Boris, Marta Carson, Dennis Choaravalle, LucrezJa
Address
Amount
Foxcroft, Ronald
Fraser, Donald J Justice, Josh (Primecontact)
Lei, Christine
Mlrza, Jav.d
29 Binkley Cres. Hamilton On L8S 3K8 128 Bunker Hill Dr, Hamilton On L8K 5XS 137 Mountain Park Ave Hamilton On L9A LA1 7039 Twenty Rd. E. R R. 2 Harmon ON I.OR 1PO 115 Hwy 8 Stoney Creek ON I.SG 1C1 25 Main St. Suite 1615 West Hamilton ON I.SP 1H1 26 West 4th St. Hamilton On 1.9C 3M3 542 Scenic Dr. Hamilton On IV 1G8 79 Rymal Rd West Hamdton On I.gB 1B5 832 West 5th Hamilton On 1.9C 3R5 1206 Appleford Lane Burlington On L7P 3M2 20 Hughson St S. Suite 808 Hamilton On L9H 2A1 762 Upper James St. Suite 287 Ham01ton On 1.9C 27_9 51 Brairwood Cres. Hamilton On Lgc 4C3 126 Appleblosom Dr. Hamilton On L9C 7P1 25 Main St West Hamilton ON LSP 1H1
$ S
$
150 00 20000
300.00 750.00
S $
$ $ $ $ $
400.00 200.00
400.00 200.00 200.oo 200.00 750.00
$
S S
20000
soo.oo 2so.oo
S S
$
2oo.00 20000
5,100.00
Table 2: Monetary contributions from unions or corporations Name (Legal and Carrylng on Address..
Buslness As)-
Amount
See attachment
See attachment
See attachment
15,200.00
$
$ $ $ $
[] Additional information is listed on separate supplementary attachment Table 3: Contributions in goods or services (Note: must also be re :orted as expenses in Box C) Name Address Goods or Service, Amount:
Total $
15,200.00
Chris Ecklund
PC rentals
200.00
Colleen Wicken
Office decor
187.76
$ $ $ $
[] Additional information is listed on separate supplementary attachment Total Part II Contributions 9503P (2010/01) Total
387.76
20,687.76 I
Page 5 of 8
MONETARY CONTRIBUTIONS FROM UNIONS AND CORPORATIONS TOTALING MORE THAN $100
Name 1033379 Ontario Inc o/a GLC Contracting 1419747 Ontatio Ltd o/a Restauri Homes 1643971 Ontario Inc 839891 Ontano Inc
Acler-Pomte Claire
Address P O Box 265 Mount Hope Ontario L0R 1W0 154 Fortissimo dr. Hamilton ON L9C 0B8 1341 Upper James St Hamilton On Lgc 3B3 16 1Rebecca St Hamilton On I.SR 1B9 400 Wentworth St. N Hamilton On I.SL SW3 161 Rebecca St. Hamilton On L8R 1B9
132 Jackson St. E. Hamilton On LSN 11.3
Amount
$ $ $ $ $ S $
$ $ $
500.00
500 00
500.00
250 00
250.00 250.00
Adlsco Umited
Agro Insurance Inc.
Charavalle Developments Inc Columbia International College Effort Trust Company Effort Trust Company
Ewen Road Housing Inc.
1147 Garner Rd. West Ancaster On L9G 3K9 P.O. Box 1006, STN LCD 1 Hamlton On L8N 3R1 18 Adele Court Hamilton On, L9B 2P8 1124 Rymal Rd. East Hamilton Ont L8W 3N7 52 Hddegard Dr. Hamdton On LSK 5R9 1003 Main St. West Hamilton On 1.8S 4P3 240 Main St. East Hamltlon On LSN 1H5 240 Mare St. East Hamlt[on On LSN 1H5 560 Wellington St. 2 nd floor London On, N6A 3R4
2OO 00 750 OO
250.00 250.00 200.00 250.00 250.00
$ $ $
$
Frank Mulas Construction Ltd. Frkarsan Corporation o/a Galh Homes IBEW Local 105
Juch-Tech Inc.
$ $ $
$ s
250 O0 250 O0
750.00 30O.OO
50O 00
200.00 750.00 500.00 500.00
$ $ $ $ S
$ s $ $ $
5OO 00 750 00
250.00 750.00
50000
300.00
Scarlett Homes LTD Scott - Macdonald IJmited Sgro Construction Limited Sonoma Homes Inc Spallacci & Sons Umited Tarador Holding lamited
Tim Hortons Inc. Urbex Engineering I ,mited
John Chun Sandy MacDonald Alphonso Sgro Leanne Cehiarameile Frank Spallacc, Douglas R. Dore
Nick. S. Javor Sr VP A.D,sdvestro
250 OO
750.00
$ $ $ $ $ $
$
750 00
750.00 250.00 750.00 250.00 15,200 O0
Schedule
Fund-Raisin
U 10
......
......
.....
........ ;=
.....
[] Additional schedule for each event or activity held is/are listed on separate supplementary attachment(s) Date
YYYY I
MM
DD
25.00 12A
328
2B
Part II - Other Revenue Deemed A Contribution Provide full details (e.g., revenue from goods sold in excess of fair market value) 1. Draw-50/50
2.
3. 4.
- - - + $
- - - + $
- - - + - - - +
625.00
0.00
0.00 0.00
- - - + $ - - - + $ - - - + $ - - - + $ ....................... $
Part Ill - Other Revenue Not Deemed A Contribution Provide full details (e.g., contributions of $10 or less; revenue from refreshment sold at cost)
1. 2. 3. 4. 5. 6. 7. 8. Total Part III Revenue (Include in Box C) + + + + + + + +
$ $
$
$ $ $
$
o.oo
o.oo o.oo o.oo
d..J t.
.........................
.................................. ..................................
5 $ $ $ $
Entertainment
$
$ $ $ $ $ $
o .oo
o.oo o.oo o.oo o.oo o.oo o.oo
- - + + + +
- +
........................
3,000.00
Page 6 of 8
9503P (2010/01)
Schedule3-Inventory of, Campaign Goodsand Materials(from PmvlouCampaign)::; (i ',-," ', , ' _i." :'- , Description Not applicable Date Acqulred Supplier Unit Value/ Quantity,' ' TotalValue,
(yyyy/mm/dd)
$ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $ $
0.00
$
$ $ $
Total Value of Inventory from Previous Campaign Used in Candidate's Campaign
Schedule_-Inventory
Descdption
Unit Value-
Quantlty-
Total Value
(yyyy/mm/dd)
Not applicable
$ $ $ $ $
0.00
$ $ $ $ $ $ $ $ $ $
$ /...) i t_ Page 7 of 8
$
$ $ $ $ $
Total Value of Inventory of Campaign Goods and Materials 9503P (2010/01)
A candidate who has received contributions or incurred expenses in excess of $10,000 must attach an auditor's report. The report must be done in accordance with generally accepted auditing standards and must: set out the scope of the examination provide an opinion as to the completeness and accuracy of the financial statement and whether it is free of material misstatement Professional Designation of Auditor
Hamilton
Contact Person Last Name
I Date (yyyy/mm/dd)
Licence No.
Pettinelli
Address Suite/Umt No. I Street No. Street Name
I reStnName
James Street South
Province
6th F1I
City/Town
One
| Postal Code
Hamilton
Telephone No. (incl. area code) Fax No.
ONJ
Email Address
L8P 4R5
905-522-6555
ext.
905-522-6574
genep @petmas.ca
9503P (2010/01)
Page 8 of 8
We have audited the Statement of Assets and Liabilities, the Statement of Campaign Period Income and Expenses and the Statement of Determination of Surplus or Deficit and Disposition of Surplus of Terry Whitehead, Candidate, for the campaign period from July 20, 2010 to December 31, 2010 relating to the election held on October 25, 2010. These financial statements are the responsibility of Terry Whitehead,
Candidate. Our responsibility is to express an opinion on these financial statements based on our audit.
Except as explained in the following paragraph, we conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards require that we plan and perform an audit to
obtain reasonable assurance whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by Terry Whitehead, Candidate, as well as evaluating the overall financial statement presentation.
Due to the nature of the types of transactions inherent in an election campaign, it is impracticable through
auditing procedures to determine that the accounting records include all donations of goods and services, and receipts and disbursements. Accordingly, our verification of these transactions was limited to ensuring that the financial statements reflect the amounts recorded in the accounting records of Terry Whitehead,
Candidate, in accordance with the accounting procedures established by the Municipal Elections Act, 1996
and we were not able to determine whether any adjustments might be necessary to income and expenses,
assets or liabilities and surplus or deficit. In our opinion, except for the effect of adjustments, if any, which we might have determined to be
necessary had we been able to satisfy ourselves as to the completeness of the records as described in the preceding paragraph, these financial statements present fairly, in all material respects, the financial position of the Candidate's election campaign as at December 31, 2010 and the income and expenses for
the campaign period from July 20, 2010 to December 31, 2010 and the determination of surplus or deficit and the disposition of surplus in accordance with the accounting treatment prescribed by the Municipal
Elections Act, 1996. The Municipal Elections Act, 1996 does not require us to report, nor was it practicable for us to determine,
that contributions reported include only those which may be properly retained in accordance with the provisions of the Municipal Elections Act, 1996.
Chartered Accountants
Hamilton, Ontario