HomeMy WebLinkAboutAnderson, Granville - Financial Statements - Initial FilingO Ministry of Municipal Affairs Financial Statement —
Ontario
and Housing Auditor's Report Candidate — Form 4
Municipal Elections Act, 1996 (Section 88.25)
Instructions
All candidates must complete Boxes A and B. Candidates who receive contributions or incur expenses must complete
Boxes C, D, Schedule 1 and Schedule 2 as appropriate. Candidates who receive contributions or incur expenses in
excess of 510,000 must also attach an Auditoes Report.
All surplus funds (after any refund to the candidate or their spouse) shall be immediately paid to the clerk who is responsible
for the conduct of the election.
YYYY MM DD YYYY MM DD
For the campaign period from (day clerk received nomination) f 2 0 2 2 l 0 6 I 0 8 I to 1 2 0 2 2 l 1 2 13 1
Fv Initial filing reflecting finances from start of campaign to December 31 (or 45 days after voting day in a by-election)
Supplementary filing reflecting finances from start of campaign to end of extended campaign period
Box A: Name of Candidate and Office
Candidate's name as shown on the ballot
Last Name or Single Name Given Name(s)
Anderson Granville
Office for Which the Candidate Sought Election Ward Name or Number (if any)
Regional Councillor Wards 1 and 2
Municipality
Clarington
Spending Limit Contribution Limit
General Parties and Other Expressions of Appreciation Contributions from Candidate and Spouse
$45,059.65 $14,425.80 $4,505.96
I did not accept any contributions or incur any expenses. (Complete Boxes A and B only)
Box B: Declaration
I, Granville Anderson declare that to the best of my knowledge and
belief that these financial statements and attached supporting schedules are true and correct
2023/03/21
Signature of Candidate Date (yyyylmmldd)
Date Filed (yyyylmmldd) Time Filed Initial of Candid to or Agent (if filed in person) Signature of Clerk or��D,,esignfaat�/�,
�Ua3/03/2�� 1�•S�,on, / � n�,[,rirce i .C/,��'�i
Box C: Statement of Campaign Income and Expenses
LOAN
Name of bank or recognized lending institution
NA
INCOME
Total amount of all contributions (from line 1A in Schedule 1)
+
$
47,419.24
Revenue from items $25 or less
+
$
Sign deposit refund
+
$
Revenue from fundraising events not deemed a contribution
(from Part III of Schedule 2)
+
$
Interest earned by campaign bank account
+
$
Other (provide full details)
1.
+
$
2.
+
$
3.
+
$
4.
+
$
5.
+
$
6.
+
$
Total Campaign Income (Do not include loan)
EXPENSES (Note: Include the value of contributions of goods and services)
1. Expenses subject to general spending limit
Inventory from previous campaign used in this campaign
(list details in Table 2 of Schedule 1)
+
$
Advertising
+
$
7,750.04
Brochures/flyers
+
$
6,836.50
Signs (including sign deposit)
+
$
711.90
Meetings hosted
+
$
2,383.33
Office expenses incurred until voting day
+
$
9,092.31
Phone and/or internet expenses incurred until voting day
+
$
Salaries, benefits, honoraria, professional fees incurred until voting day
+
$
5,850.00
Bank charges incurred until voting day
+
$
165.61
Interest charged on loan until voting day
+
$
Other (provide full details)
1. Travel reimbursements
+
$
1,565.45
2,
+
$
3.
+
$
4.
+
$
5.
+
$
6.
+
$
Total Expenses subject to general spending limit
=
$
34,355.14 C2
2. Expenses subject to spending limit for parties and other expressions
of appreciation
1. Party/Meetings after voting day
+
$
565.99
Amount borrowed
= $ 47,419.24 C1
9503P (2022/04) Page 2 of 7
2.
+
$
3.
+
$
4.
+
$
5.
+
$
Total Expenses subject to spending limit for parties and other
expressions of appreciation
$
565.99 C3
3. Expenses not subject to spending limits
Accounting and audit
+
$
3,000.00
Cost of fundraising events/activities (list details in Part IV of Schedule 2)
+
$
Office expenses incurred after voting day
+
$
1,017.00
Phone and/or internet expenses incurred after voting day
+
$
Salaries, benefits, honoraria, professional fees incurred after voting day
+
$
4,355.00
Bank charges incurred after voting day
+
$
Interest charged on loan after voting day
+
$
102.50
Expenses related to recount
+
$
Expenses related to controverted election
+
$
Expenses related to compliance audit
+
$
Expenses related to candidate's disability (provide full details)
1.
+
$
2.
+
$
3.
+
$
4.
+
$
5.
+
$
Other (provide full details)
1. Travel
+
$
240.71
2. Advertising
+
$
4,795.22
3.
+
$
4.
+
$
5.
+
$
Total Expenses not subject to spending limits
= $
13,510.43 C4
Total Campaign Expenses (C2 + C3 + C4)
_ $ 48,431.56 C5
Box D: Calculation of Surplus or Deficit
Excess (deficiency) of income over expenses
(Income minus Total Expenses) (Cl — C5)
If there is a surplus, deduct any refund of candidate's or spouse's
contributions to the campaign
Surplus (or deficit) for the campaign
+ $-1,012.32 D1
M.
_ $-1,012.32 D2
If line D2 shows a surplus, the amount must be paid in trust, at the time the financial statements are filed, to the municipal clerk
who is responsible for the conduct of the election.
9503P (2022/04) Page 3 of 7
Schedule 1 — Contributions
Part I — Summary of Contributions
Contributions in money from candidate and spouse
+ $
Contributions in goods and services from candidate and spouse
(include value listed in Table 1 and Table 2)
+ $
Total value of contributions not exceeding $100 per contributor
Include ticket revenue, contributions in money, goods and services
where the total contribution from a contributor is $100 or less
(do not include contributions from candidate or spouse).
+ $ 76.80
Total value of contributions exceeding $100 per contributor
(from line 1 B; list details in Table 3 and Table 4)
Include ticket revenue, contributions in money, goods and services
where the total contribution from a contributor exceeds $100
(do not include contributions from candidate or spouse).
+ $ 50,142.44
Less: Ineligible contributions paid or payable to the contributor
— $ 2,800.00
Contributions paid or payable to the clerk, including contributions
from anonymous sources exceeding $25
— $
Total Amount of Contributions (record under Income in Box C)
= $ 47,419.24 1A
Part II — Contributions from candidate or spouse
Table 1: Contributions in goods or services
❑ Additional information is listed on separate supplementary attachment, if completed manually.
Table 2: Inventory of campaign goods and materials from previous municipal campaign used in this campaign
(Note: Value must be recorded as a contribution from the candidate and as an expense.)
Description Date Acquired Supplier Quantity Current Market
(yyyy/mm/dd) Value ($)
Total
❑ Additional information is listed on separate supplementary attachment, if completed manually.
Part III — Contributions exceeding $100 per contributor— individuals other than candidate or spouse
9503P (2022/04) Page 4 of 7
Table 3: Monetary contributions from individuals other than candidate or spouse
Name
Full Address
Date Received
(yyyy/mm/dd)
Amount
Received ($)
Amount Returned
to Contributor or
Paid to Clerk ($)
See Listing Attached
50,142.44
2,800.00
Total
50,142.44
❑✓ Additional information is listed on separate supplementary attachment, if completed manually.
Table 4: Contributions in goods or services from individuals other than candidate or spouse
(Note: Must also be recorded as Expenses in Box C.)
Name Full Address Description of Goods Date Received Value ($)
or Services (yyyy/mm/dd)
Total
Additional information is listed on separate supplementary attachment, if completed manually.
Total for Part III — Contributions exceeding $100 per contributor
(Add totals from Table 3 and Table 4 and record the total in Part 1 — Summary of Contributions)
50,142.44 1 B
9503P (2022/04) Page 5 of 7
Amount
Amount
Returned to
Name
Full Address
Date Received
Received
contributor
2532 Concession Rd. 3,
Abraham J Afana
Bowmanville, 0 L1C 3K2
08/18/2022
1,200.00
3582 Morgans Rd., Newcastle,
Deborah Mathias
ON UB OS8
07/26/2022
600.00
31 Lansbury Dr., Scarborough,
Lincoln Brown
ON MiV 3J2
10/06/2022
1,000.00
2812 Trulls Rd., Courtice, ON
Aeseon Kim
LIE 21\13
10/04/2022
200.00
86 Clarinda Dr., Willowdale,
Nam Soo Kim
ON M2K 2V3
10/04/2022
500.00
86 Clarinda Dr., Willowdale,
Wha Kim
ON M2K 2V3
10/04/2022
300.00
24 Doncaster Cres, Newcastle,
Albert Beausoleil
ON LIB 1E8
10/04/2022
1,200.00
305 Milner Avenue, Suite 916,
Yitzak N Thomas
Scarborough, ON M1B 3V4
06/09/2022
1,200.00
4553 Middle Rd.,
Byron Kemp
Bowmanville, ON L1C 3K2
06/15/2022
1,000.00
201 Durham Regional Rd. 42,
Sheila Kemp
Newcastle, ON UB OT9
06/15/2022
1,000.00
201 Durham Regional Rd. 42,
Kirk Kemp
Newcastle, ON UB OT9
06/15/2022
1,000.00
4553 Middle Rd.,
Eric Kemp
Bowmanville, ON L1C 3K2
06/15/2022
1,000.00
24 Doncaster Cres, Newcastle,
Albert Beausoleil
ON LIB 1E8
07/11/2022
1,500.00
1,200.00
270 Chrislea Road,
Silvio De Gasperis
Woodbridge, ON 1-41- BAB
09/12/2022
750.00
44 Moynahan Cres., Ajax, ON
Geoffrey Reyes
LIZ 1P1
09/21/2022
250.00
1163 Old Post Drive, Oakville,
Kenneth B Rovinelli
ON LEM 1A5
09/20/2022
750.00
600 Applewood Crescent,
Alana De Gasperis
Vaughan, ON L4K 4B4
09/26/2022
750.00
295 Milverton Blvd, Toronto,
Thomas A Carr
ON M4J 1V8
10/67/2022
550.00
230 Twin Hills Cres,
Genoveffa Commisso
Woodbridge, ON L4H O114
10/06/2022
700.00
600 Applewood Crescent,
Julian Degasperis
Vaughan, ON L4K 4B4
10/18/2022
650.00
15 Holyrod Ave., Oakville, ON
Duncan Webster
L6K 2V4
10/06/2022
650.00
121 King Street West, Suite
Philip H Meretsky
2150, Toronto, ON M5H 3T9
07/25/2022
1,200.00
Amount
Amount
Returned to
Name
Full Address
Date Received
Received
contributor
4199 Hwy 2 East, Newcastle,
Ramona Burgess
ON LIB 11_9
07/25/2022
1,200.00
121 King Street West, Suite
Sheila Meretsky
2150, Toronto, ON M5H 3T9
07/25/2022
1,200.00
43 Hawarden Cres., Toronto
Jason Meretsky
ON M5P 1M8
07/25/2022
1,200.00
7 Strathearn Rd., York, ON
Marion Greenberg
M6C 1R2
10/23/2022
1,200.00
69 Hillholm Road, Toronto, ON
Glenn Graff
M5P 1M4
07/30/2022
1,200.00
4199 Hwy 2 East, Newcastle,
David Burgess
ON UB 11_9
08/02/2022
1,200.00
168 Lytton Blvd., Toronto, ON
Jonas Meretsky
M411 1L4
08/22/2022
1,200.00
43 Hawarden Cres., Toronto
Corry Meretsky
ON M5P 1MB
08/02/2022
1,200.00
85 Ravensbourne Cres,
Matthew Pantalone
Toronto, ON M9A 2B1
08/29/2022
1,200.00
12 Kereven St., Toronto, ON
Steven Aaron Libfeld
MSM 4.18
09/28/2022
1,000.00
82 Arjay Crescent, Toronto,
Al Libfeld
ON M2L 1C7
09/27/2022
1,000.00
61 Lambert Road, Thornhill,
Robert Schickedanz
ON L3T 7E5
08/15/2022
1,200.00
10 Byron Street, Ballantrae,
Alexander Naghi
ON L4A 7X3
08/29/2022
1,200.00
61 Lambert Road, Thornhill,
CorinaSchikendaz
ONL3T 7E5
11/O1/2022
1,200.00
61 Lambert Road, Thornhill,
Clarita Schilendaz
ON L3T 7E5
11/01/2022
1,200.00
10 Sulgrave Cres, North York,
Adam Goldstein
ON M2L 1W6
12/15/2022
1,200.00
383 Sammon Ave., East York,
Jason Neely
ON M4J 2A6
12/12/2022
1,200.00
76 Heathcote Ave, North York
Edward Goldstein
Ave, M2L 22
12/07/2022
1,200.00
311-3 Rowntree Road,
Sally Sihn
Etobicoke, ON M9V 5G8
10/25/2022
500.00
5337 Knoxville Rd., Port Hope,
Dan Moulton
ON UA 3V8
10/04/2022
500.00
119 Nelson St., Bowmanville,
Lloyd Rang
ON UC OA7
10/03/2022
200.00
36 Yewfield Cres., Toronto, ON
Mark Hoffman
M3B 2Y6
09/22/2022
1,200.00
1101 Kingston Rd., Suite 260,
Mirza Beg
Pickering, ON L1V 1B5
09/15/2022
750.00
Amount
Amount
Returned to
Name
Full Address
Date Received
Received
contributor
269 Sherwood Court, Oshawa,
Elizabeth Kelly
ON UG 6P5
09/06/2022
412.26
15 Barrington Place, Courtice,
Ferdinando Longo
ON LIE 2K9
08/20/2022
1,030.18
146 Degrey Dr., Brampton, ON
Domenic Tassone
L6P 3X7
06/06/2022
2,500.00
1,300.00
311-3 Rowntree Road,
Sally Sihn
Etobicoke, ON M9V 5G8
07/04/2022
300.00
290 Lake Rd., Bowmanville,
Hannu T. Halminen
ON L1C 4P8
06/27/2022
1,200.00
146 Degrey Dr., Brampton, ON
Sonia Tassone
L6P 3X7
12/28/2022
1,200.00
24 Doncaster Cres, Newcastle,
Jeanie Beausoleil
ON LIB 1E8
1 10/27/2022
1,200.00
1 300.00
Schedule 2 — Fundraising Events and Activities
Complete a separate schedule for each event or activity held. I ❑ Additional schedule(s) attached, if completed manually.
Fundraising Event/Activity 1
Description of fundraising event/activity
Date of event/activity (yyyy/mm/dd)
Part I — Ticket revenue
Admission charge (per person)
$ 2A
(If there are a range of ticket prices, attach complete breakdown of all ticket sales)
Number of tickets sold
x
2B
Total Part I (2A X 28) (include in Part I of Schedule 1)
Part If — Other revenue deemed a contribution
Provide details (e.g., revenue from goods sold in excess of fair market value)
1.
+
$
2,
+
$
3.
+
$
4.
+
$
5.
+
$
Total Part 11 (include in Part I of Schedule 1)
Part III — Other revenue not deemed a contribution
Provide details (e.g., contribution of $25 or less; goods or services sold for $25 or
less)
1.
+
$
2,
+
$
3.
+
$
4.
+
$
5.
+
$
Total Part III (include under Income in Box C)
Part IV — Expenses related to fundraising event or activity
Provide details
1.
+
$
2.
+
$
3.
+
$
4.
+
$
5.
+
$
Total Part IV Expenses (include under Expenses in Box C)
a,
9503P (2022/04) Page 6 of 7
Auditor's Report — Municipal Elections Act, 1996 (Section 88.25)
A candidate who has received contributions or incurred expenses in excess of $10,000 must attach an auditor's report.
Professional Designation of Auditor
CPA, CA and LPA
Municipality
Date (yyyy/mm/dd)
Ajax Ontario
2023/03/21
Contact Information
Last Name or Single Name
Given Name(s)
Licence Number
Quadri
Karim, Kevin
375035
Address
Suite/Unit Number Street Number
Street Name
Rear 464
Kingston Road West
Municipality
Province
Postal Code
Ajax
Ontario
L1T 3A3
Telephone Number Email Address
905-404-9316 1 kevinq@gsllp.ca
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
❑✓ Report is attached
Personal information, if any, collected on this form is obtained under the authority of sections 88.25 and 95 of the Municipal
Elections Act, 1996. Under section 88 of the Municipal Elections Act, 1996 (and despite anything in the Municipal Freedom of
Information and Protection of Privacy Act) documents and materials filed with or prepared by the clerk or any other election
official under the Municipal Elections Act, 1996 are public records and, until their destruction, may be inspected by any person
at the clerk's office at a time when the office is open. Campaign financial statements shall also be made available by the clerk
in an electronic format free of charge upon request.
9503P (2022/04) Page 7 of 7
Quadri & Smith LLP CPA's
Independent Audit Report
To The Municipal Town Clerk and
Granville Anderson, Municipal Election Candidate
We have audited the accompanying financial statements of the campaign for Granville Anderson, Municipal Election
Candidate, which comprise the Statement of campaign income and expenses and calculation of Surplus or Deficit
for the period from June 8, 2022 to December 31, 2022. These financial statements have been prepared by the
candidate, based on the financial reporting provisions of the Municipal Elections Act, 1996.
Candidate's Responsibility for the Financial Statements
Candidates are responsible for the preparation and fair presentation of these financial statements in accordance
with the financial reporting provisions of the Municipal Elections Act, 1996 and for such internal control as
management determines is necessary to enable the preparation of financial statements that are free from material
misstatement, whether due to fraud or error.
Auditors' Responsibility
Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our
audit in accordance with Canadian generally accepted auditing standards. Those standards require that we comply
with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the
financial statements are free from material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial
statements. The procedures selected depend on the auditors' judgment, including the assessment of the risks of
material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments,
the auditor considers internal control relevant to the candidate's preparation and fair presentation of the financial
statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of
expressing an opinion on the effectiveness of the candidate's internal control. An audit also includes evaluating the
appropriateness of accounting policies used and the reasonableness of accounting estimates made by
management, as well as evaluating the overall presentation of the financial statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our qualified
audit opinion.
Basis for Qualified Opinion
Due to the nature of the types of transactions inherent in an election campaign, it is impracticable through auditing
1
Quadri & Smith LLP CPA's
Independent Audit Report (Continued)
procedures to determine that the accounting records include all donations of goods and services, and receipts and
disbursements. Accordingly, my verification of these transactions was limited to ensuring that the financial statement
reflect the amount recorded in the accounting records of Granville Anderson campaign, candidate, in accordance
with the accounting procedures established by the Municipal Elections Act, 1996 and I was not able to determine
whether any adjustments might be necessary to income and expenses, assets or liabilities, and surplus/deficit.
Qualified Opinion
In our opinion, except for the effects of the matter described in the Basis for Qualified Opinion paragraph, the
financial statements present fairly, in all material respects, the income and expenses for the campaign period from
June 8, 2022 to December 31, 2022 and the calculation of surplus or deficit in accordance with the financial
reporting provisions prescribed by the Municipal Elections Act, 1996.
Emphasis of Matter
The Municipal Elections Act,
contributions reported include
Municipal Elections Act, 1996.
Ajax ON.
March 21, 2023
1996 does not require me to report, nor was it practicable for me to determine, that
only those which may be properly retained in accordance with the provisions of the
Quadri & Smith LLP CPA's
Licensed Public Accountants