Massachusetts Campaign Finance Reporting 2011
Content
\ .
. . .
.. · CAMPAIGN FINANCE
. REPORTING ·
. ·. OFFICE OF CAMPAIGN AND POLITICAL
FINANCE . .
Non-Depository System.
AboutOCPF
The Office of Campaign and Political Finance is a non-partisan,
independent agency established in 1973. Portions of the state
campaign finance law were onthe books as early as 1884.
The agency, which administers MGL Chapter 55, is headed
by a director who is appointed by a commission and serves a
term of six years.
More than 2,600 committees are organized with OCPF.
Those committees filed more than 23,000 electronic
disclosure reports in 2010.
A Focus· on Disclosure
"Sunlight is said to be the best ·
: of disinfectants''
U.S. Supreme Court Justice Louis Brandeis
Important Ground
·.Rules
• Public employees ·
. · • Public buildings
• Public resources ··
MGLc. 55, Sec. 13- 17
Government Jobs. and
Campaigning
• The ground rules separate the business of .
government from· campaigning
• Protects public .employees
. .
Public Employees ·
May not solicit or receive campaign contributions,
directly or indirectly
Restrictions
•May not solicit (verbal or written), collect money or sell tickets
to a fundraiser
• May not host a fundraiser
• May not help identify people to be targeted for fundraising
• May not serve as tre.asurers of any political committee
• Elected officials are exempt
Public Etnployees
· Permitted activities
•May run for office, provided they organize a committee
to handle all fundraising
. • May contribute to candidates and attend fundraisers
• M'ay endorse candidates in ads, letters and postcards
. • ·Work for a campaign in a non-fundraising capacity and
host ''meet the candidate" sessions that do not involve
• •
ratstng money
• Serve as a member of a political committee in any non-
capacity
Government . Buildings
· Not Permitted
• Solicit or receive contributions in a public building ·
• Use a government building as a return address or contact
. number for buying tickets to a fundraiser
• Display posters or fliers advertising a fundraiser
• Mailing fundraiser invitations to government buildings
• Solicitations to public e-mail addresses
. .
Public· Resources
Anderson v. City of Boston (1978): Public resources may
not be used for political campaign purposes
Phones
Vehicles
Examples of Public Resources·
· Copiers
Paper
· Labor and employee time
Exception: Equalaccess
71 ... ti • w.!rJt.-Js....
The Summary Page
Po:ZD C.,P' 102BD: CUDpa:l.gn Fi.Danee Report,
Office of and. Pol.i.t:lcal. P:lna.Diea
IZ'.I\ t:lDil - C',_llfUiif!f" c:.::r.d. !:'<:tHitoL::a-1
C!ra P.!i . .._ llht.. .4,::1
-t·-· lUI< !r.llJll
{ iO:L.7 !: !ll !l -·!ii.Htl
CPP IDi £9519:9
•6/'7/2 Ct ll. l
Joe S.:Uib
I!Zll.l - D.t' . COIIllldl "I:[;;;@:Q
lf.e•wex .. l.OOth .
Smi.t:h •:m• .ec-.:it:;l:.ee
:orrtr:::r;;; 2Kight./ c1lsl;.r1at
1.0:0 Paad. St.
:SO•tcm. 'D. 019519
'li!niUng bal.a.Dce fD:BD. report t
Tot:al. . rll!!!.ceiptw t:hi.• parlodlt
Subt::otal. 't
''l'ot:al. .. • t:hi.•
:&ndi.Dg llal.a.no.e t
Total. fnkind tM• per:ioch
'l'oli:llil. ou.t•t::a:z:uUng 1..:i.ahi1..i.t:.i.e;a; t
o£ Ba:mlt. 1J•ed:
Sal..l.y Sai.th
:1.00 Wa•b&l:lgtaa. St: .•.
llo•li:on..,. llll. OJ.!il!il!il .
$1.4! ., 05.2. 00
$116.720.00
$'20.772.00
$2.4:50.00
ns •. l:22.oo
$'4:50.00
$Zl5 • .Q:J-4. 0·0
. Raising Money·
•.Contributions of greater than $50 must be itemized
• Contributions of $50 or less don't have to be itemized on the
report, but must be disclosed as a lump sum. ·
• Contributions over $50 must be in the form of a check (or
credit card)
· • Cash and money orders under $50 are permitted
• $500 limit from individuals and PACs
• Contributions of $200 or more must include occupation and
employer
• Records must be kept for every dollar received .
S-ch.edule A: Receipt.a
lif.C.L. c • . ss :nKJ'.I'dl'li5 tl&it: omd .ni'S'J:daut:ioil, .ou:fdr,u-s .blo! .raportad • .!.e az:di:i'r. Lor •I.I ra..""!!I'J:ptJi
.$SO .tn .;; • y;;zo • . mrJr!: AiHp dlit.a.t1Qd • omd. l:'Gica.t'ds . . .a:u racmpt.s. hilt ml'lad.
;tt:m:l!Dii tl'Jo.s.r;; ,ovar $517. .rn .a'dd'lticn, t.tlG• tx'cup;at::1c:m .and cmploy.r;;r I'IWit bG napo.rtilild' Zor ;all parJR:mJP
'W.hD ·oarntr.tbl.l::ta $2'00 or .DIDr.r;; ;in .;; c:;a!G<m:t.r ygozr. .
Date
5/15/.2CJill
Raae and Re.s.idential Address
Brooks,, Terry
4 Stf.i :Shanna:ra . Drf.ve
Haverhil l" 10. 011:132
Campai.gn COilm!it.t.ee, !Mayor Terry
Pratchet.lt.
4J.s. Disc st.
chi.copee,, !MA 0'1014
5;/1.2/,2011. Card, orson
4 S.J. Ender Road
Fall .Rfverr MA. 02722
c:ypher! s Restaurant
J.J.4J.2 Richard sf.
Lawrence, :tVL 01842
Loc:al 61$ SRIU. Action
Pol1 t .ical .J?und
2 6 West street.
Bos.tonr MA 0\:U 11
80'l.37
4/13/2011 Martinr George
Wes,tros S!L
P1t.t .sf1eld, MA 01.202 .
4/2/2011 &"'TTith. (Loan) r Joe
100 P<:md: st.
P.Dsb:Jn, MA •
Total Italiz:ed Receipts •
Total unitadzed Receipts •
Tot.al Reae.ipt.s •
Aaount
$-60 . 00•
oo:cupaticm and Baployer
Vice Pres,! dent { f1nanc
Big vault Bank
Refund of overpayment
$SOD'. oo· A.ittor:ney
Lannlster artd stark
$S, OOi:L. 00· Lawyer
fi61!J • DEl·
$1liO.QEI
$>1li ,720•. QEI·
Bal dwin Law Plrm
No Corporate Contributions
State law bans corporate contributions in all forms,
· including LLCs and partnerships
If a corporation contributes a service, such as the
use of a function room, the camp.aign committee
. must pay the corporation for that service
Corporations may only donate to ballot question ·
committees and independent expenditure committees
In-Kind Contributions
• · .Things of value that are not money
• Two exceptions: personal services and
ordinary hospitality· ·
. • No corporate in-kinds
Out -of.;.Pocket Expenditures
. . .
• Candidates can make out of pocket campaign
. expenditures · .
. •. ·The expenditure_amount is a donation (receipt) to
the campaign .
• The expenditure is also listed on Schedule B as
an expenditure to the vendor (to balance the
books and disclose the purpose of the purchase)
• If the candidates wants to be paid back, the
expenditure is also. listed as a liability
. Spending Money
• A candidate can make expenditures to enhance his or her political
future
• Personal expenditures are prohibited
· • Expenditures in excess of $50 must be itemized. Expenditures
$50 and under can be disclosed in a lump sum, or itemized
· • Reimbursements are reported as expenditures, and itemized on
R-1 forms
Schedu1e B: Expenditures
Jf.C.dL .. c. 55 rgqt.J:tnas: Ct:ICU!1t:it:ggs to .l:tillt:. im .;;I.I O"fol'i'O!.r $.50 J:n :iii parim.
C'Gianltt:t:QQII! dQbtlGd • naca..."'lfs o'r • . .U .a:ptQJJd!t?..rr.ous. ibi'Jt :n.GQd only J:tliiii!.Zo t:bozr.a :$SI.l.
cwgr $50 .amd· ummr· :bli 1!:03'1tl\Ni!r !'rom iOUld r.aportQd o:n: Un>R !3.
Date !liDie and Address 11ao1mt Purpose
4{20/2011. cypher• :.B Restaurant
33432 Rlchard: way
Lawrence,. MA 111842
5·l'26{2011 Gas-O-Line
45 Fuel s:t ..
BroCkton r MA 0'23 Cli4
5/4/2Cal Murray
. 1 Wind!!.ng way
Plymouth, M.A. fl'2.360
5/30/2011 R.1ordianr R.ick
456 R.ahl st ..
. Nlf:wton, E 0'2000
5/25/2011 s:u.m Bank
33 contact st.reet
Sbme:rv111e .. Ml\ 0'21,44
.. f415/2 011 · w.:mcee.ter Sign canpany
2 3 Ground R.oa.d
worcee:IJ:,e:r, MA 01605
. . Total. x:taa:Lzed lb:penditures.
Total l.J.Elitad.zed lbpe.nditures a
Total Jb:pandituras r
$55.0(}
$1 ... 000.00
$l#4·Ul.GI
$40:.Q:Q:
.$2 '* 45Q • CJQ:
•i'ocd For Campaign
Event At. Restaurant
Gas For •cam,paign
Travel
Bank .fee
Reimbursements
OJi .. I P"'ll.Jtb
¥ora CPP R1: l:taaization of Raillburs•ants
Off1·c:a of ·campaign md. Poli Uc:al PiD:mca
7·U n rlitb.
O'U:l·:::ll< of o.ptg: ICll Pi:iUt ;t:::al 1?1!11l1Cd3i
en., Pt.11131 b.. ·IU
lalt.>::r.;,, u
,!J. f .:l>XI
Date
• B.Ulg R:l.ilfMEHI'.f
$2()!,0 00
4/30/2011 St.akeholder .P1.zza
342 s:U ver st.
Newton., MlL 0'2166
4/30'{,20·11 Target store
· Sad.th. •g• em-ittee
ttmi.tt!OQ Jl'.ilU
i/.lfJ. / 2011
Drinks, Papers
CPF !Di 19 999 ·
t:/7/2011
3,4 5 S:Uppl y S:lt .•
Newton, 10. 0'216 6
suppl tes For vol un:teer
Liabilities
Schedu.le· D: Liabilities .
Jf. c. 55 rgqu:1mtii! C'OCIIJ:!ttga to rGpOrt ALL liallfl.ttiAMF wh1d:l J'Qw l:.IG4iii'l. mportad pr:.;;v.towrcly .nd sti,ll
:is .as t1» U2b.f.U.tiQ'D dllrtlJ.g' tll!is r,gpart.ing p&itiJ:Jd.
Date To IOKB. Due Aaolmt: PUZpOae
4/J/.:JIJHl Joe sm:!l.t h Uoan)
lQIJ Pond St.reet ,
Bostonr M OHI•9'9
4/2/20•11 Smith (Loan) , Joe
lOiJ Pond st.
Boston, 10· iJl9·9·9
3/8/2010· S'mith (Loan), Joe
liJIJ Pond s.t •
Bos:t.on r 10. CU.Q-99•
B/l/2!HCL worces;ter Button co.
· 3 3 J Ag;awa.'TI St •
worcester, B ill€i0<3
Total Liabi.lities •
Loan from candidate
• I
$
,_.4 00
Can. :Loan Uawn Signa)
Mayoral Filing Dates
. · . Resolving Cases . ·
. •L.ate Filers: $25 fines are assessed·
· · . · . daily, up to $5,000 .
• Public resolution letters
··Disposition agreements
· •Referral to AG
OCP F On-Line
Reporter 5 and Web Reporter
. www .mass.gov/ocpf
. Electronic Filing System
Download Rep. 5 from the OCPF website
view <lr e..file campaig:n finance reports on the Ef:trect:cpnic F!Uoo syst;e:m.
View the n1ost r'i?:cent:t::r: filed electroni;c carnpaign fi:nance reports.
View and fi,te ·electioneering c.ommtrni cat .i:on reports.
Vie,..., the nev ... ly candidate s and
View the upcoming seminar schedule.
View t:he' l atest: e dition of the OCPF newsletter:. t:.o subscribe.
Use t he s.eat:d'ltii!ble database gf leo;;d re.$ources to research ccunp.aign finance i ssues.
View t:he for all .candrdat:es and
Signln "'- ..
Reporter 5 icon will appear on your desktop
·Reporter 5 Recei ts Page
Date last Name
Amount First Name rmployer
Address
City/rol!'m
..
Reporter 5 Expenditures Page
.. I f ! ~
,..,,.,_,,.<., '""", ... ,. Oty;ffown
5t:1trtl
First step to file: create a report
Wrifdi
~ ~ ·
Choose the type of report
Add the beginning and ending dates,
.· check the beginning balance, then press
· ''Finish'' . ·
Highlight the required report
. • ~ ~ ) · ' " ; · ~ · • • ',.%'.
V' <_ -"'. < .... - ' M - " ¥ - 0 '-
Print and E-File
Pftf:tt
~ f i f t i
lP.JI«dl
ll!·--...
: . .
Technical ·& Legal Support·
Contact the Office of Campaign & Politicai .Finance:
• Telephone:
• Fax:
• E-Mail:
• Website:
• Mail:
617.979.8300
617.727.6549 .
Legal, general help: ocpf@ cpf.state.ma. us
. www.mass.gov/ocpf
·. One Ashburton Place, Rm. 411 .
. Boston, MA 02108
