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HomeMy Public PortalAbout02. Form 460 (July 1 - Dec 31, 2023)• Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement co vers period fr om July 1, 2023 thr ough Dec 31, 2023 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. RI Officeholder, Candidate Controlled Committee State Candidate Election Committee ,I Recall (A/so Complete Part 5) ❑ Gene ral Purpose Committee I Sponsored I Small Contributor Committee Li Political Party/Central Committee Primarily Formed Ballot Measure Committee I Controlled H Sponsored (Also Complete Part 6) Primarily Formed Candidat e/ Officeholder Committee (Also Complete Part 7) Date of election if applicable: ( Month, Day, Year) November 8, 2022 2. Type of Statement: ❑ Preelection Statement WI Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) JAN 2 2 2024 CITY CLERK CITY OF CLARiIMQN e/TyCOVER PA E For Official Use Only T ❑ Quarterly Statement ❑ Special Odd -Year Report 3. Committee Information I.D. NU MBER 1400638 COMMITTEE NAM E (OR CANDIDATE'S NAM E IF NO COMM ITTEE) Ed Reece for Claremont City Council 2022 STREET ADDRESS (NO P. O. BOX) 445 W Foothill Blvd Suite 103 CITY STATE ZIP CODE AREA CODE/PHONE Claremont CA 91711 MAILING A DDRESS (IF DIFFERENT) NO . AND STREET OR P.O . BOX 909 575-1574 CITY STATE ZIP CODE AREA CODE/PHONE O PTIONAL: FAX / E-MAIL ADDRESS Treasurer(s) NAME OF TRE ASURER William Buehler MAILING ADDRESS 304 E Miramar Ave CITY Claremont STATE ZIP C ODE AREA C ODE/PHONE CA 91711 909 262-9922 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA C ODE/PH ONE OPTIONAL: FAX / E- MAIL ADDRESS 4. Verificatio n I have used all reasonable diligence in preparing and reviewing this statement and to the best of rri -knowledge the info certify under penalty of perjury under the laws of the State of California that the foregoing is true and Executed on Jan 19, 2024 Date Exe cuted on Jan 19, 2024 Executed on Date Date Executed on Date By By By By ed herein and in the attached schedules is true and compl et e. I Signature of Treasurer r Assistant Tr easurer �/�?JeNL Signature of Co n r —lo t IIRg O fficeholder, n idate. Sta te Measure Proponent or Responsible Officer of Sponsor Signature of Co ntrolling Office holder, C andida te, State Me asure Pr op onent Signatu re of Controlling Office holder, Candidate , State M ea sure Proponent FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca .gov (866/275-3772) www .fppc .ca .g ov COVER PA GE - PART 2 Recipi ent Committ ee Campaign Statement Cover Page — Part 2 5. Off iceholder or Candidate Controlled Committee 6. Primarily Formed Ballot Meas ure Committee NAM E OF OFFICEHOLDER OR CANDIDATE NA ME OF BALLOT ME ASURE Ed Reece OFFICE SO UG HT OR HELD (INCLUDE LOCATION AND DISTRICT NU MBER IF APPLICABLE) Claremon t City Cou ncil RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 445 W Foothill Blvd Suite 103 Claremont CA 91711 Related Committees Not Included in this Statement: List any committe es no t inc luded in this sta temen t that are con trolled by yo u or are prim arily f ormed to r eceive c on tributions or make expenditu res on behalf of yo ur can didacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CO NTROLLED COMMITTEE? ❑ YES 0 NO COMMITTEE ADDRESS STREET ADDRESS (NO P. O. BOX) CITY STATE ZIP CODE AREA CODE/PHO NE COMMITTEE NAME I. D. NUM BER NAME OF TREASURER CONTROLLED COMM ITTEE? ❑ YES 0 NO CO MM ITTEE ADDRESS STREET ADDR ESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHO NE BALLOT NO. OR LETTER JURISDICTI ON ❑ SUPPORT 0 OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if a ny . NA ME OF OFFICEHOLDER, CANDIDATE, OR PR OPONENT OFFICE SOUGHT OR HELD DISTRICT N O. IF ANY 7. Primarily Formed Candidate/Officeholder C ommittee List name s of officeholder(s) or candidat e( s) for whi ch this committee is primarily formed . NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NA ME OF OFFICEHOLDER OR CANDID ATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NA ME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD• SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD• SUPPORT • OPPOSE Attach contin uatio n sheets if ne cess ary FPPC Form 460 (Jan/2016) FPPC Advice: advice @fppc.ca .gov (866/275-3772) www .fppc .ca.g ov Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Am ounts may be r ounded to whole d ollars. Stat ement covers period from July 1, 2023 through Dec 31, 2023 SUMMARY PAGE Page 3 of 7 NAM E OF FILER Ed Reece for Claremont City Council 2022 I.D. NUMBER 1400638 Contribu tio ns Received 1. Mo netary Contributions 2. Loans Received 3. 4. 5. SUBTOTAL CASH CONTRIBUTIONS No nmonetary Contributions TO TAL CONTRIBUTIONS RECEIVED Schedule A, Line 3 $ Sched ule B, Line 3 Add Lines 1 + 2 $ Schedule C, Line 3 Add Lines 3 + 4 Col umn A T OTAL THIS PERIOD (FR OM ATT ACHED SCHEDULES) 2097 .25 2097 .25 $ 2097 .25 Column B CALENDAR YEAR TOTAL TO DATE $ 2097 .25 $ 2097 .25 $ 2097.25 C alendar Year Summary for Candidates Running in Both the State Primary and General Electi ons 20 . Contributi ons Receiv ed $ 21 . Expenditures M ade $ 1/1 through 6/30 $ $ 7/1 to Date Expenditures Made 6. Payments M ade Schedule E, Line 4 7. Loans Made Schedule H. Line 3 8. SUBTOTAL CASH PAYMENTS AddLines6+7 9. Accrued Expenses (Unpaid Bills) Schedule F, Line 3 10. Nonmonetary Adjustment Schedule C, Line 3 11. TOTAL EXPENDITURES MADE Add Lin es 8 + 9 + 10 $ 747.02 747.02 $ 747.02 $ 1430.02 $ 1430.02 $ 1430 .02 Current Cash Statement 12. Beginning Cash Balance Previo us Summary Page, Line 16 13. Cash Receipts Column A, Line 3 above 14. Miscellaneous Increases to Cash Schedule 1, Lin e 4 15. Cash Payme nts Colu mn A, Line 8 a bo ve 16. ENDING CASH BALANCE Add Lin es 12 + 13 + 14, the n subtract Line 15 If this is a termination statement, Line 16 must be z ero. $ 877. 35 2097. 25 747.02 2227.58 17. LOAN GUARANTEES RECEIVED Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents See instru ctions on reverse 19. Outstanding Debts Add Line 2 + Line 9 in Column B above $ To calc ulate Column B, add amounts in Column A to the c orresponding amounts fr om Column B of your last r eport. Some amounts in Column A may be negative figures that should be subtract ed fr om previous period amounts . If this is the first report being filed for this calendar year, o nly carry ove r the amounts from Line s 2, 7, and 9 (if any). Expenditure Limit Summary for Stat e Candidates 22. Cumulative Expe ndit ures Made* (If Subject to Voluntary Expenditure Limit) Date of Election (mm/dd/yy) I $ / / Total to Date *Amounts in this section may be different from am ounts reported in Column B. FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.g ov (866/275-3772) www.fppc.ca.gov Schedule A Amounts may be r ou nded SCHEDULE A Monetary Contributions Received to wools avnars . SEE INSTRUCTIONS ON REVERSE Statement covers period fr om July 1, 2023 CALIFORNIA FORM Page 460 4 of 7 through Dec 31, 2023 NAME OF FILER Ed Reece for Claremont City Council 2022 I .D. NUMBER 1400638 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTE R I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-E MPL OYED, ENTER NAME OF BUSINESS) A MOUNT RECEI VED THIS PERI OD CUMULATIVE TO DATE CALENDAR YEAR (JAN . 1 - DEC. 31) PER ELECTION TO DATE (IF RE QUIRED) See Attached ❑ IND ■ COM • OTH ■ PTY • SCC ■ IND ■ COM ❑ OTH IN PTY ■ SCC • IND ❑ COM ■ OTH • PTY ■ SCC ■ IND • COM IN OTH ■ PTY • SCC • IND • COM ■ OTH ■ PTY ■ SCC SUBTOTAL $ 2097.25 Schedule A Summary 1. Amount received this period — itemized mo netary contributions. 1938.58 (Include all Schedule A subtotals. ) $ 2. Amount received this period — unitemized monetary contributions of less than $100 $ 158. 67 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 2097.25 *Contributor C od es IND — Individual CO M — Recipient Committ ee ( other than PT Y or SCC) OTH — Other (e .g ., business entity) PTY — Political Party SCC — Sm all C ontributor Committ ee FPPC Form 460 (Ja n/2016)) FPPC Advice: advice @fppc.ca.gov (866/275-3772) www .fppc.ca .g ov F/96E 5 0-F CODE LAST NAME FIRST NAM ADDRESS Wigington Tammy Gonzalez Efren Southard Glenn Harrison Tim Healy Bridget Napolin Alexand er Barton Barbara Buch Lisa Mo urani John CITY ZIP AMOUNT OCCUPATION EMPLOYER 408 Alam osa Dr Clar emont 91711 1967 Morgn Av e Cl aremont 91711 22 Pas eo Canos San Clemei 92673 606 Clari on Pl ac e Clarem ont 91711 640 Marshall Ct Claremont 91711 430 N Vineyard Ave Ontario 91764 1343 Via Zurita St Clar emont 91711 700 Purdue Dr Claremont 91711 1010 E Belmont Abbey L, Claremont 91711 104.42 CSO 208 .54 President 250 Retired 250 M ortgage Broker 208.54 Retired 250 Attor ney 208.54 Retired 250 CCO 208 .54 Retir ed 03858 Advance Systems Mariscos El Ostion Inc Cornerst one Home Lending Napolin APC Fo othill Gold Lin e 2023 2023 12-16 12-16 12-16 12-16 12-17 12-18 12-19 12-28 12-28 SCHEDULE B - PART 1 Schedule B — Part 1 -" to whole -" dollars. rs. Loans Received SEE INSTR UCTIONS ON REVERSE from through Statement covers period July 1, 2023 CALIFORNIA FOR M 460 Dec 31, 2023 Page 6 of 7 NAME OF FILER Ed Reece for Claremont City Council 2022 I.D . NUMBER 1400638 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMM ITTEE, ALSO ENTER I.D. NUMBER) IF AN INDIVIDU AL, ENTER OCCUPATION AND E MPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSI NESS) ( a) OUTSTANDING BALANCE BEGINNING THIS PERI OD (b) AMOUNT RECEIVED THIS PERIOD (c) A MOUNT PAID OR FORGIVEN THIS PERIOD. (d) OUTSTANDIN G BALANCE AT CLOSE OF THIS PERIOD (e) INTEREST PAID THIS PERIOD (1) ORIGINAL AMOUNT OF L OAN (9) CUMULATIVE CONTRIBUTIONS TO DATE Ed Reece tga IND 0 COM ❑ OTH ❑ PTY ❑ SCC ISN Global Enterprises 445 W Foothill Blvd Suite 103 Claremont, CA 91711 $ 9900 $ 0 ❑PAID 0 $ 9900 %$ 8000 C ALENDAR YE AR $ 0 0 FORGIVEN $ 0 RATE $ 0 10-11-18 PER ELECTION** $ 9900 DATE DUE DATE INCURRED t ❑ IND ❑ CO M ❑ OTH ❑PTY ❑ SCC $ $ ❑ PAID $ $ °4 $ CALENDAR YEAR s ❑ FORGIVEN $ RATE $ PE R ELECTION" $ DATE DUE DATE INCU RRED t❑ IND ❑ COM 0 O TH 0 PTY 0 SCC $ S 0 PAID $ $ % S CALENDAR YEAR $ 0 FORGIVEN $ RATE $ PER ELECTION ' S DATE DUE DATE INCURRED SUBTOTALS $ 0 $ 0 $ 9900 $ 0 Schedule B Summary 1. Loans received this period (Total Column (b) plus unitemized loans of less than $100. ) 2. Loans paid or forgiven this period (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A. ) 0 3. Net change this period. (Subtract Line 2 from Line 1.) NET $ Enter the net here and on the Summary Page, Column A, Line 2. 'Amo unts forgiven or paid by ano ther party also must be reported on Schedule A. ** If required. $0 $ 0 (M ay be a negative number) (Enter (e) on Schedule E, Line 3) tC ontributor Cod es IND — Individual COM — Recipient Committee (oth er than PTY or SCC) OTH — Oth er (e.g., business entity) PTY — Political Party SCC — Small C ontributor Committe e FPPC F orm 460 (Jan/2016)) FPPC Advice: advice @fppc.ca.g ov (866/275-3772) www.fppc.ca .go v SCHEDULE E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Am ou nts may be r ou nded to wh ole dollars. St atement cov ers period fr om J uly1,2023 through Dec 31, 2023 Ed Reece for Claremont City Council 2022 Page 7 of 7 I.D. NU MBER 1400638 CO DES: If one of the following codes accurately d escribes the payment, you may enter the code. Otherwise, d escribe the payment . CM P CNS CTB CVC FIL FND IND LEG LIT campaign paraphernalia/misc. campaign consultants contribution (explain nonmonetary)* civic donations can didate filing/ballot fees fundraising events independen t ex penditure supporting/opposing others (explain)* legal defense campaign literature and mailings MBR MTG OFC PET PHO POL POS PRO PRT member communications meetings and appeara nces office expenses petition circulating phone banks p olling and survey research postage, delivery and messenger services professional services (legal, acc ounting) print ads RAD RFD SAL TEL TRC TRS TSF VOT WEB radio airtime and production c osts r eturned contributions campaign workers' salaries t .v . or cabl e airtime and production costs candidate travel, lodging, and meals staff/sp ouse travel, lodging, and meals transfer between committees of the same candidat e/sponsor voter registr ation information technology costs (Internet, e-mail) NAME AND ADDRESS OF PAYEE C ODE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) OR DESCRIPTION OF PAY MENT AMOUNT PAID Mailchimp WEB Web Ad 610 Secretary of State FIL Filing Fees 50 Stripe OFC Credit Card Fees 87.02 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBT OTAL $ 747.02 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) 747.02 $ 2. Unitemized payments made this period of under $100 $ 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Co lumn (e).) $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Co lumn A, Line 6.) TOT AL $ 747 .02 FPPC Form 460 (Ja n/2016)) FPPC Advice: advice @fppc.ca.gov (866/275-3772) www.fppc.ca.g ov