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HomeMy WebLinkAboutForm 460 - Jonathan Frieman for City Council D3 2022; 09-29-22Recipient Committee COVER PAGE Campaign Statement Tq • ' Cover Page p (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Statement covers period from 01/01/2022 through. 09/24/2022 1. Type of Recipient Committee: All Committees - Complete Parts 1, 2, 3, and 4. ❑x Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure O State Candidate Election Committee Committee Q Recall Q Controlled (Also complete Pad 5) O Sponsored (Also Complete Pad e) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Party/Central Committee ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Pad 7) 3. Committee InformationI I.D. NUMBER l 1454338 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) JONATHAN FRIEMAN FOR CITY COUNCIL DISTRICT 3 2022 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Norwalk CA 90650 ( MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODEJPHONE Date of election If applic (Month, Day, Year) S E P 2 S 2522 1 of 7 For OfIIGal Use Only 11/08/2022 ITY CLERK'S D l E 2. Type of Statement: ❑X Preelection Statement ❑ Quarterly Statement ❑ Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement ❑ Supplemental Preelection (Also file a Form 410 Termination) Statement - Attach Form 495 ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Jonathan Frieman MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE San Rafael CA 94901 ( NAME OF ASSISTANT TREASURER, IF ANY DAVID L. GOULD MAILING ADDRESS CITY STATE ZIP CODE AREA CODEIPHONE Norwalk CA 90650 ( OPT IUNAL FAX/ E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS ( 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to Executed on Executed on Executed on 09/27/2022 By y 09/27/2022 BY Dals Dale By Slgnahue of Controlling oRoehatler, candeale, slate Measure Proponent Executed on —. By Del9 Slgnm"of Cori mo OMCBIx)ICar. CarKkwe, State Mossure Proponent ____ P_ ... .11 . .. Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Jonathan Frieman OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) City Council Member San Rafael District 3 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP San Rafael CA 94901 Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE www.netrile.com COVER PAGE- PART 2 LPage 2 of 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/2753772) www.fppc.ca.gov Campaign Disclosure Statement SUMMARYPAGE Amounts may be rounded Statement covers period- Summary Page to Whole dollars. cAL'FO■ ' from 01/01/2022 - SEE INSTRUCTIONS ON REVERSE through 09/24/2022 Page 3 of 7 NAME OF FILER I.D. NUMBER JONATHAN FRIEMAN FOR CITY COUNCIL DISTRICT 3 2022 1454338 Contributions Received Column A TOTALTHIS PERIOD (FROM ATTACHED SCHEDULES) Column B Calendar Year Summary for Candidates CALENTOTAL ODATE Runningin Both the State Primary and TOTALTO DATE Primary General Elections 1. Monetary Contributions . Schedule A,Line 3 $ 969.00 $ 969.00 6. Payments Made ....................................................... Schedule E, Line 4 2. Loans Received...................................................... Schedule e, Line 3 $ 8,000.00 7. Loans Made ........................ 8,000.00 0.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 8,969.00 $ 8,969.00 1,550.00 $ 4. Nonmonetary Contributions .................................... Schedule C, Line 3 Schedule F Line 3 0.00 0.00 0.00 0.00 10. Nonmonetary Adjustment .......................................... 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4 $ 8,969.00 $ 8,969.00 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 + 9 + 10 Expenditures Made 6. Payments Made ....................................................... Schedule E, Line 4 $ 1,550.00 $ 1,550.00 7. Loans Made ........................ Schedule H, Line 3 0.00 0.00 8. SUBTOTALCASH PAYMENTS ....... ............................. Add Lines 6+7 $ 1,550.00 $ 1,550.00 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 0.00 0.00 10. Nonmonetary Adjustment .......................................... Schedule C, Line 3 0.00 0.00 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8 + 9 + 10 $ 1,550.00 $ 10550.00 Current Cash Statement 12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 13. Cash Receipts ................................................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ........................... Schedule 1, Line 4 15. Cash Payments .................................................. column A, Line 8 above 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. $ 0.00 8,969.00 0.00 1,550.00 $ 7,419.00 17. LOAN GUARANTEES RECEIVED ........................... Schedule A Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ........................................ See instructions on reverse 19. Outstanding Debts ......................... Add line 2 + Line 9 in Column B above www.neffile.com 0.00 $ 0.00 $ 8,000.00 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). 1/1 through 6/30 7/1 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State j Candidates 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) $ Ii $ *Amounts in this section may be different from amounts I reported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A SCHEDULE A Monetary Contributions Received Amounts may be rounded dollars. Statement covers period e ' to whole from 01/01/2022 FORM through 09/24/2022 Page 4 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER JONATHAN FRIEMAN FOR CITY COUNCIL DISTRICT 3 2022 1454338 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITEE,ALSO ENTERI.D.NUMBER) CODE * (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) 09/2312022 Xiujuan Dong ❑X IND Retired 469.00 469.00 ❑COM None Union City, CA 94587 ❑ OTH ❑ PTY ❑ SCC 09/23/2022 Craig Merrilees ❑]IND Retired 500.00 500.0U ❑COM None Sausalito, CA 94965 ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC [-]IND ❑ COM ❑ OTH ❑ PTY [-]SCC ❑ IND ❑ COM ❑ OTH ❑ PTY []SCC SUBTOTAL$ 969.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) $ 969.00 2. Amount received this period — unitemized monetary contributions of less than $100 ............................. $ 0.00 3. Total monetary contributions received this period. Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1. TOTAL $ 969.00 www.netfile.com `Contributor Codes IND—individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY—Political Party SCC— Small Contributor Committee FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/2753772) www.fppc.ca.gov SCHEDULE B - PART 1 Schedule B — Part 1 Amounts may be rounded Statement covers period CALIFORNIA 460 Loans Received to whole dollars. from 01/01/2022 FORM SEE INSTRUCTIONS ON REVERSE through 09/24/2022 Page 5 of 7 NAME OF FILER I.D. NUMBER JONATHAN FRIEMAN FOR CITY COUNCIL DISTRICT 3 2022 1454338 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OUTSTANDING (b) AMOUNT (C) AMOUNT PAID OUTSTANDING (e) INTEREST trt ORIGINAL (9) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTERI.D.NUMBER) NAMEOFBUSINESS) PERIOD PERIOD THIS PERIOD' PERIOD PERIOD LOAN TO DATE Jonathan Frieman Retired ❑ PAID CALENDAR YEAR None San Rafael, CA 94901 $ n nn $ P, noo pQ n nrn/6 $R,nnn nn $ a,nnn nn ❑ FORGIVEN RATE PERELECTION" $ n or) $ R, nnn nll $ n no $ n nn 09/23/2022 $ DATE DUE t© IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE INCURRED ❑ PAID CALENDARYEAR ❑ FORGIVEN PER ELECTION"* RATE DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID CALENDARYEAR PER ELECTION"" ❑ FORGIVEN RATE $ $ $ $ $ DATEDUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC I SUBTOTALS $ 8,000.00$ 0.00$ 8,000.00$ 0.00 Schedule B Summary 1. Loans received this period.................................................................................................................... $ 8,000.00 (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period ..................................... $ 0.00 (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.)............................................................... NET $ 8,000.00 Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) "Amounts forgiven or paid by another party also must be reported on Schedule A. "" If required. www.netrile.com (Enter(e)on Sd xkAoE,Ure3) tContributor Codes IND—Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY—Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER JONATHAN FRIEMAN FOR CITY COUNCIL DISTRICT 3 2022 Amounts may be rounded to whole dollars - Statement covers period from 01/01/2022 through 09/24/2022 Page 6 of I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment 1454338 CMP campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)" POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense FRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID Gould & Orellana LLC PRO Set up Fee Per Contract 250.00 Norwalk, CA 90650 Gould & Orellana LLC PRO Deposit/Retainer per Contract 250.00 Norwalk, CA 90650 Gould & Orellana LLC PRO Professional Services 1,000.00 Norwalk, CA 90650 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary SUBTOTAL$ 1,500.00 1. Itemized payments made this period. (Include all Schedule E subtotals.).-.-. ............................................................ ........................................ _., $ 2. Unitemized payments made this period of under $100.......................................................................................................................................... $ 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) ..................................... 1,550.00 0.00 $ 0.0 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ............................. TOTAL $ -1,550.00 www.netfile.com FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/2753772) www.fppc.ca.gov Schedule E SCHEDULE E (CONT. (Continuation Sheet) Amounts may be rounded Statement covers period• . I • Payments Made from 01/01/2022to whole dollars. through 09/24/2022 Page 7 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER JONATHAN FRIEMAN FOR CITY COUNCIL DISTRICT 3 2022 ! 1454338 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphernalia/misc. MBR member communications RAD radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services TSF transfer between committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Secretary of State Sacramento, CA 95814 CMP 2022 Annual Committee Fee 50.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 50.00 FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772) www.netrile.com www.fppc.ca.gov