Estate Planning - How to File a Service Spending

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Marianna Arnold
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1 CANATE FCEHOLER CAMPAGN FNANCE REPORT FORM C/OH COVER SHEET PG 1 The C/OH nstruction Guide explains how to complete this form. 1 Filer 2 Total pages filed: 6 3 CANATE FCEHOLER NAME MS/MRS/MR Mr. FRST Julian Ml FCE USE ONLY ate Received NCKNAME LAST Castro SUFFX 4 CANATE FCEHOLER MALNG ARESS Change of Address ARESS PO BOX; APT SUTE#; CTY; 1715 Gulfdale St Ste 235 San Antonio, TX ZP COE ate Hand-delivered or ate f11t1arke~ Q.~ J _, ''l"l.ri Receipt# ate Processed - -<(./)(" ate maged 5 CAMPAGN TREASURER NAME MS/MRS/MR Mr. FRST Michael Ml NCKNAME LAST Beldon SUFFX 6 CAMPAGN TREASURER ARESS STREET ARESS (NO PO BOX PLEASE); 539 West Ave (ResidenceorBusiness) San.Antonio, TX APT SUTE#; CTY; STATE; ZP COE 7 CAMPAGN TREASURER PHONE AREA COE PHONE NUMBER EXTENSON REPORT TYPE January 15 [R] July 15 3th day before election 8th day before election Runoff Exceeded $5 limit 15th day after campaign treasurer appointment (officeholder only) Final Report (Attach C/OH FR) 9 PERiO COVERE Month ay Year 1/1/215 THROUGH Month ay Year 6/3/215 1 ELECTON ELECTON ATE Month ay Year Primary ELECTON TYPE ORunoff oother OGeneral ospecial 11 FCE FCE HEL (if any} Place Mayor istrict San Antonio 12 FCE SOUGHT (if known) GOTOPAGE2 Forms provided by Texas Ethics comm1ss1on Version vl.u.ltslts<!

ate Hand-delivered or ate f11t1arke~ Q.~ J _, ''l"l.ri Receipt# ate Processed - -<(./)(" ate maged 5 CAMPAGN TREASURER NAME MS/MRS/MR Mr.

2 CANATE FCEHOLER REPORT: SUPPORT & TOTALS FORM C/OH COVER SHEET PG 2 2 of 6 13 C/OH NAME Castro, Julian 14 Filer 15 NOTCE FROM POLTCAL COMMTTEE(S) Additional Pages This box is for notice of political contributions accepted or political expenditures made by political committees to support the candidate officeholder. These expenditures may have been made without the candidate's or officeholder's knowledge or consent. Candidates and officeholders are required to report this information only if they receive notice of such expenditures. COMMTTEE TYPE COMMTTEE NAME GENERAL COMMTTEE ARESS SPECFC COMMTTEE CAMPAGN TREASURER NAME COMMTTEE CAMPAGN TREASURER ARESS 16 CONTRBUTON TOTALS 1. TOTAL POLTCAL CONTRBUTONS $5 OR LESS (OTHER THAN PLEGES, LOANS, OR GUARANTEES LOANS), UNLESS TEMZE $ EXPENTURE TOTALS TOTAL POLTCAL CONTRBUTONS {OTHER THAN PLEGES, LOANS, OR GUARANTEES LOANS) TOTAL POLTCAL EXPENTURES $1 OR LESS, UNLESS TEMZE $. $ CONTRBUTON BALANCE OUTSTANNG LOAN TOTALS TOTAL POLTCAL EXPENTURES TOTAL POLTCAL CONTRBUTONS MANTANE AS THE LAST AY THE REPORTNG PERO TOTAL PRNCPAL AMOUNT ALL OUTSTANNG LOANS AS THE LAST AY THE REPORTNG PERO $ $ $. 17 AFFAAVT swear, or affirm, under penalty of perjury, that the accompanying report is true and correct and includes all information required to be reported by me under Title 15, Election Code. AFFX NOTARY STAMP SEAL ABOVE Sworn to and subscribed before me, by the said..;;:::::;......;...;., this the--~ day - --~.:=;_i:,,..,,;;;;... to certify which, witness my hand and seal of office. EOiE PALMfl NOTARY PUJC tstct 'Forms provided by Texas Ethics Comm1ss1on Version Vl

These expenditures may have been made without the candidate's or officeholder's knowledge or consent.

3 SUBTOTALS.. C/OH FORM C/OH COVER SHEET PG 3 3 of 6 18 FLER NAME 19 Filer Castro, Julian 2 SCHEULE SUBTOTALS NAME SCHEULE SUBTOTAL AMOUNT 1. SCHEULE Al: MONETARY POLTCAL CONTRBUTONS $. 2. SCHEULE A2: NON-MONETARY (N-KN) POLTCAL CONTRBUTONS $. 3. SCHEULE B: PLEGE CONTRBUTONS $. 4. SCHEULE E: LOANS $. 5. SCHEULE Fl: POLTCAL EXPENTURES FROM POLTCAL CONTRBUTONS $ SCHEULE F2: UNPA NCURRE OBLGATONS $. 7. SCHEULE F3: PURCHASE NVESTMENTS FROM POLTCAL CONTRBUTONS $ 8. SCHEULE G: POLTCAL EXPENTURES FROM PERSONAL FUNS $. 9. SCHEULE H: PAYMENT FROM POLTCAL CONTRBUTONS TO A BUSNESS C/OH $ 1. SCHEULE : NON-POLTCAL EXPENTURES FROM POLTCAL CONTRBUTONS $ 11. SCHEULE K: NTEREST, CRETS, GANS, REFUNS, AN CONTRBUTONS RETURNE TO FLER $ ~ n 1cs.state.tx.us Version

SCHEULE F3: PURCHASE NVESTMENTS FROM POLTCAL CONTRBUTONS $ 8. SCHEULE G: POLTCAL EXPENTURES FROM PERSONAL FUNS $. 9. SCHEULE H: PAYMENT FROM POLTCAL CONTRBUTONS TO A BUSNESS C/OH $ 1.

4 PLEGE CONTRBUTONS SCHEULE 8 The nstruction Guide explains how to complete this form. 2 FLER NAME Castro, Julian 4 TOTAL UNTEMZE PLEGES 1 Total pages Schedule B: Sch: 1/1 Rpt: 4/6 3 Filer isanchez@mbacg.com $. 5 ate 6 Full name of pledgor out-of-state PAC (#: ; 7 Pledger Address; City; State; Zip Code 1 Principal occupation Job title (See nstructions) 11 Employer (See nstructions) 8 Amountof. pledge ($) 9 n-kind description 1 {f applicable) Check if travel outside of Texas. Complete Schedule T. = ("'),- -4 c.:rt -< C-. c: r- -..a ~.\&)... w #"' 1cs.state.tx.us

5 ate 6 Full name of pledgor out-of-state PAC (#: ; 7 Pledger Address; City; State; Zip Code 1 Principal occupation Job title (See

5 POLTCAL EXPENTURES FROM POLTCAL CONTRBUTONS SCHEULE Fl EXPENTURE CATEGORES FOR BOX 8{a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel in istrict Contributions/ onations Made By Gift/Awards/Memorials Expense Printing Expense Travel Out of istrict Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor OTHER (enter a category not listed above) The nstruction Guide explains how to complete this form. 1 Total pages Schedule Fl: 2 FLER NAME 3 Filer Sch: 1/2 Rpt: 5/6 Castro, Julian 4 ate 5 1/5/215 First ata 6 Amount($) 7 Payee address; City; State; Zip Code $ Glenridge Connector NE Ste 2 Atlanta, GA PURPOSE {a) Category (See Categories listed at the top of this schedule) (b) escription EXPENTURE Check if Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate/Officeholder name Office sought Office held ate 2/3/215 First ata $ Glenridge Connector NE Ste 2 Atlanta, GA 3342 PURPOSE {a) Category (See Categories listed at the top of this schedule) (b) escription EXPENTURE Check if Austin, TX, officeholder living expense Complete~ if direct Candidate/Officeholder name Office sought Office held ate 3/3/215 First ata $ Glenridge Connector NE Ste 2 Atlanta, GA 3342 PURPOSE (a) Category (See categories listed at the top of this schedule) (b) escription EXPENTURE Check if Austin, TX, officeholder living expense Complete~ if direct Candidate/Officeholder name Office sought Office held ;::orms provided by Texas Ethics Comm1ss1on Version Vl

Made By Gift/Awards/Memorials Expense Printing Expense Travel Out of istrict Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor OTHER (enter a category not listed

6 POLTCAL EXPENTURES FROM POLTCAL CONTRBUTONS SCHEULE Fl EXPENTURE CATEGORES FOR BOX S{a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office overhead/rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel in istrict Contributions/ onations Made By Gift/Awards/Memorials Expense Printing Expense Travel out of istrict Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor OTHER (enter a category not listed above) - The nstruction Guide explains how to complete this form. 1 Total pages Schedule Fl: 2 FLER NAME 3 Filer :111 n... -< Sch: 2/2 Rpt: 6/6 Castro, Julian... =t 4 ate 5 ~ (")o.. ' :::::f-rtf, 4/3/215 First ata -<tns~ 6 Amount($) 7 Payee address; City; State; Zip Code ('"),...,.! -,z.;:. $ Glenridge Connector NE! ~~rn Ste 2 ' ::s;_. ~ Atlanta, GA 3342._,, 8 PURPOSE (a) Category (See Categories listed at the top of this schedule) (b) escription - EXPENTURE Accounting/Banking O Check if travel outside of Texas. Complete Schedule T. Check if Austin, TX, officeholder living expense - 3E 9 Complete ONLY if direct Candidate/Officeholder name Office sought Office held ate 5/4/215 First ata $ Glenridge Connector NE Ste 2 Atlanta, GA 3342 PURPOSE (a) Category (See categories listed at the top of this schedule) (b) escription EXPENTURE Check if Austin, TX, officeholder living expense Complete QN!..Y. if direct Candidate/Officeholder name Office sought Office held ate 6/3/215 First ata $ Glenridge Connector NE Ste 2 Atlanta, GA 3342 PURPOSE (a) Category (See Categories listed at the top of this schedule) (b) escription EXPENTURE Check if Austin, TX, officeholder living expense Complete QN!..Y. if direct Candidate/Officeholder name Office sought Office held Forms p rovlded J y Texas Etn1cs Comm1ss1on Version Vl

CORRECTION/AMENDMENT AFFIDAVIT FOR CANDIDATE/OFFICEHOLDER. 12 Total pages filed: OFFICE USE ONLY. t(~(\e1t\. D D WC ELECTIONS TYPE

$CORRECTION/AMENDMENT AFFIDAVIT FOR CANDIDATE/OFFICEHOLDER. 12 Total pages filed: OFFICE USE ONLY. t(~(\e1t\. D D WC ELECTIONS TYPE$ Texas Ethics Commission PO Box 12070 Austin Texas 78711-2070 (512) 463-5800 (TOO 1-800-735-2989) FORM COR-C/OH CORRECTON/AMENMENT AFFAVT FOR CANATE/FCEHOLER 1 ACCOUNT# 12 Total pages filed: FCE USE ONLY