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Lein,Jamie_2019-Year-endAmendment Disclosure Report Cover 1 ❑ vee ® No Use this form for general report and committee information, must be signed and submitted along with other detailed forms. Do not use this form to update information 1. Committee Information a. Full Name c. m Number Jamie Lein Campaign JYMOZ9 b. McNag Address (include City, State and Zip Code) d. Date Filed 1025 Seminole Drive 01/30/2019 Marvin, NC 28173 e. Phone Number (704)619-7461 2. Report Year 3. Period Start Date (mm/dd/y)) 4• Period End Date 5. Treasurer Full Name (mm/dd 2019 07/1-5,2019 12/31/2019 Audrey Lavelle 6. Type of Committee Check One 9. Type of Report check o one tjwe of rMepon one cat ® Candidate Campaign ❑ Party Municipal State/County Rerereadoes ❑ PAC ❑ Referendum ❑ Organizational ❑ Organizational ❑ Organivational Independent ❑ Joint Fundraiser Expenditure ❑ ❑ Thirty-five de my- Y Quarterly ❑ Pre -referendum ❑ Legal Expense Fund ❑ ❑ Pre-primary pre-election ❑ First ❑ Second ❑ Final ❑ Supplemental Final 7. T of Fund (ifo phcable, check ow) ❑ 'Booster Fund" ❑ Building Fond ❑ Pre runoff ❑ Third ❑ Annual Semi-annual ❑ Fourth ❑ Special ❑ Mid Year Semi-annual ❑ Other ® Year End ❑ Mid Year 1- ❑ Final ❑ Year End NT`( 8. Number of Fundraisers this Report ❑ special ❑ Final C) a O El special _- 11. Account Information 11. Account Information a. Financial Institution Full Name s. Financial Institution Full Name First Citizens Bank It. Purpose c. Account Code b. Purpose c Accoamt Code--- Campaign 1 d. Period Begin Balance d. Period Begin Balance Account for Receipts and $ 0.00 $ Expenditures CERTIFICATION I certify that the Committee or Fund is in compliance with all applicable provisions of Article 22A, 22B, & 22D -22M of Chapter 163 of the NC General Statutes and that no finds are commingled with prohibited or other non -disclosed funds. I further certify that this report is complete, true and correct and that I have been trained by the tJC St to Board of EI ions. 5- Audrey Lavelle 01/30/2020 Printed Name of Signer Signatu fAppointed Treasurer Date FOR OFFICE USE ONLY / Date Received: / Employee: Delivery Method Normal Mail Date Postmarked: D Employee: Registered Mail 9 1 Hand Delivered Date Scanned: Employee: ❑ Electronically Filed ❑ Signer has not received Date Data Entered: Employee: mandatory training Please Note: This form cannot be used to amend committee information such as the committee address, treasurer, assistant treasurer, custodian of books information, or account information. You must amend the Statement of Oreanization (CRO -2100A -Hl to make Pnmmitt� Ph.... Amendment Detailed Summary ❑ 1 e ® No Use this form to summarize all disclosure reoortine forms and to total monetary information 1. Committee Full Name and Fund if applicable) 2. Typof Re rt 3. ID Number Jamie Lein Campaign 2019 Year End Semi Annual Revort JYMOZ9 Start of Election Cycle: January 1, 2019 Total this Reporting Period Total this Election Cycle 4) Cash on Hand at Start $ 0.00 $ 0.00 5) 6) 7) 8) 9) 10) 11) Aggregated Contributions from Individuals Contributions from Individuals Contributions from Political Party Committees Contributions from Other Political Committees Loan Proceeds - Refunds/Reimbursements To the Committee Other Receipt Sources Ila) Interest on Bank Accounts llb) Contributions from Not -for -Profit Organizations Ile) Outside Sources of Income I ld) Legal Expense Fund —Other Sources Ile) Exempt Purchase Price Sales (CRO -1205) (CRO -1210) (CRO -1220) (CRO -1230) (CRO -1410) (CRO -1240) (CRO -1250) (CRO -1250) (CRO -1250) (CRO -1270) (CRo-1265) $ $ $ 1,100.00 $ 1,100.00 S $ S $ $ 138.88 $ 138.88 $ $ $ $ $ $ $ $ $ $ $ $ 12) 13) 14) 15) 16) 17) TOTAL RECEIPTS (Add lines 5, 6, 7, 8, 9, 10, Ila Jib, 11c, Ildand Ile) Disbursements 13a) Operating Expenditures (CRO -1310) 13b) Contributions to Candidates/PoliticalCommittees (CRO -1310) 13c) Coordinated Party Expenditures (CRO -1310) Aggregated Non -Media Expenditures (CRO -1315) Loan Repayments (CRO -1420) Refunds/Reimbursements From the Committee (CRO -1320) In -Kind Contributions (CRO -1510) $ 1,238.88 $ 1,238.88 S 1,155.88 $ 1,155.88 $ $ S $ S S $ $ S $ $ $ 18) TOTAL EXPENDITURES (Add lines 13a,13b,13c,14,15,16 and 17) S S 19) 20) 21) 22) 23) 24) 25) 26) 277 28) Cash on Hand at End (add lutes 4 and 12 together, (hen subtract line 18) D Non -Monetary Gifts Given to Other Committees (CRO -1330) Outstanding Loans (incl. ones from other campaigns) (CRO -1430) Debts and Obligations owed By the Committee (CRO -1610) Debts and Obligations owed To the Committee (CRO -1620) Account Transfers Within the Committee (CRO -1720) Administrative Support (CRO.1710) Forgiven Loans (CRO.1440) 48 -Hour Notice Reports Sum (CR0.2220) Contributions to be Refunded (CRO -1215) $ 83.00 $ 83.00 $ 202.26 $ $ S $ $ $ S Q`J $ $ $ $ S $ CRU -1160 NC State Board of Elections Amon 2008 Amendment Contributions from Individuals Pg I of 1 ❑ Yes ® No Ilse this form to report individual contributions over $50 or contributions under $50 if forth CRO 1205 is not used 1. Committee Full Name and Fund if applicable) Jamie Lein Campaign 2. ID Number JYMOZ9 3. Contributor Information ® Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & tip) It. Job Title/Profession d. Comments Jamie Lein 1025 Seminole Drive Marvin, NC 28173 (704) 619-7461 c. Employer's Name/Specific Field a Election Sam to Date $ 1,100.00 E Prior g. Account Code b. Form of Payment i. la -Iliad Description J. Date (mmlddlyyyy) It. Amount ❑ I Transfer 07/25/2019 $ 1,000.00 ❑ 1 Transfer 12/10/2019 $ 100.00 ❑ $ 3. Contributor Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & tip) b. Job'I itle/Profession d. Comments e, Employer's Name/Specific Field e. Election Som to Date $ E Prior g. Account Code Is. Form of Payment i.In-Kind Description j. Date (mm/dd/yyyy) it. Amount ❑ $ ❑ $ uNT 3. Contributor Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & tip) b. Job Title/Profeadoo d. Comments 7 G� ESE c. Employer's Name/Specific Field e. Election Som to Date $ E Prior I g. Account Code It. Form of Payment E In -Kind Description J. Date (mmlddlyyyy) b, Amount ❑ $ ❑ $ ❑ $ 4. Total only this Page $ 1,100.00 5. Total of ALL CRO -1210 Pages $ 1,100.00 (This One ncust be on line 6 of Detailed Sanctuary Page CRO -11 rid) CRO -1210 NC Slate Board of Elections April 2007 Amendment Loan Proceeds Pg 1 of I ❑ Yes ® No Use this form to report proceeds from a loan and loan endorser's information A loan proceeds statement must accompany each loan that is from an individual 1. Committee Full Name and Fund if applicable) 2. IID Number Jamie Lein Campaign JYMOZ9 3. Lender Information ® Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & rip) b. Job Title/Profession d. Comments Bank Overdraft Protection SunTrust Bank e. Start Date (mm/dd/yyyy) a Employer's Name/Specific Field 11/27/2019 E End Date (mm/dd/yyyy) g. Rate h. Security Pledged L Account Code J. Form of Payment h. Amount % I Transfer $ 138.88 L Full Name of Leading Institution m. Loan Number 4. Endorsers/Makers (The people who guarantee the loon.) a. Full Name, Mailing Address & Phone (include city, state, & zip) b. Job Title/Profession c. Employer's Name/Specific Field d. Percentage e. Amount $ a. Full Name, Mailing Address & Phone (include city, state, & zip) b. Job TRIe/Profemion c. Employer's Name/Specific Fie Op O �� O Z 0 (D d. Percentage e. Amount Q % $ E��G a. Fall Name, Mailing Address & Phone (include city, state, & zip) It. Job Thle/Profemion c. Employer's Name/SWelfic Field d. Percentage a Amount % $ a. Fall Name, Mailing Address & Phone (include city, state, & zip) It. Job Title/Profession c. Employer's Name/Specific Field d. Percentage e. Amount % $ 5. Total of ALL CRO -1410 Pages (This line must he on Line 9 ojDetaded Summary Page CRO -1100) $ 138.88 Disbursements El ve Pg s g i or 3 ❑es ® No Use this form to report expenditures from the committee for; operating expenses, contributions to candidate/political committees and coordinated party expenditures. 1. Committee Fall Name and Fund iiiapplicable) 2. ID Number Jamie Lein Campaign 1 JYMOZ9 3. Type of Disbursement Please use separate CRO -1310 form for each type of Disbursement MOperating Expenses ❑ Contributions to ('andtdates'Pobttcal Committee, ❑ Coordinated Parte Expenditures 4. Payee Information Add 0 Remove a. Full Name, Mailing Address & Phone include city, state, & ri b. Coordinated Committee Name d. Comments Build A Sign.eom a Level Registered (Specify) ❑ Federal ❑ County: ❑ State M Municipality: t. Election Som to Date $ 499.59 E Account Code I g. Form of Payment h. Purpose Code L Date (mm/ddlyyyy) J. Amount W Required Remarks 1 Check Card B 08/14/12019 $499,59 Campaign Yard Signs $ �VNTV 4. Payee Information Add Remove e a. Full Name, Mailing Address & Phone include city, state, & zip) b. Coordinated Committee Name d. Comments ti F OP'O �O 0E`�GC Sam's Club #6348 11425 Carolina Place Parkway Pineville, NC 28134 (704)541-1234 a Level Registered (Specify) ❑ Federal ❑ County: ❑ state M Municipality: a Election Sam to Date $ 98.74 E Account Code g. Form of Payment h, Purpose Code L Date (mm/dd/yyyy) j. Amount k. Required Remarks 1 Debit O 10/17/2019 $98.74 Cookie Tray for Meet and Greet 4. Payee Io16restation dd `"' Remove a. Full Name, Mailing Address & Phone (include city, state & a b. Coordinated Committee Name d. Comments AlphaGraphics 10100 Patio Cedar Drive Suite 178 Charlotte, NC 28210 704 541-3678 c. Level Registered (Specify) ❑ Federal ❑ County: ❑ state M Municipality: e. Election Sum to Date $ 508.05 E Account Code g. Form of Payment h. Purpose Code L Date (mm/dd/yyyy) J. Amann k. Required Remarks 1 Check Card B 11/27/2019 $301.73 Yard Signs for Meet & Greet 1 Check Card B 11/27/2019 $206,32 6. Tots) of ALL CRO -1310 Pages (This line goes in line 13a of Detailed Summan, Page CRO -1100 if Operating Expenses) (This line goes in fine lab of Detailed Su nnay Page CRO -1100 ifC'ontrib to Candidares/Politiral Comm) (This line goes in line He of Derailed Summan� Page CRO -1100 if Coordinated Parer Expenditures) 7 Banners for Meet and Greet $ 1,106.38 $ 7. Purpose Codes(List detailed expenditure code inabove A* - Media B* - Printing C* - Fundraising D - J o Another Candidate E - Salaries F* - Equipment G - Political Party H* - Holding Public Office Expenses I - Postage 3 - Penalties K* - Office Expenses Q* - Donation to legal Expense Fund O* - Other *Codes require detailed cxulanation in required remarks field W Amendment Disbursements Pg 2 of 3 ❑ Yea ® No Use this form to report expenditures from the committee for; operating expenses, contributions to candidate/political committees and coordinated party expenditures. 1. Committee Full Name and Fund if applicable) 2. ID Number Jamie Lein Campaign i JYMOZ9 3. Type of Disbursement lease use separate CRO -1310 ferns for each &Pe of Disbursement. ® Operating Expenses ❑ Contributions to Candidates/Political Committees ❑ Coordinated Party Expenditures 4. Payee Information Add Remove a. Full Name, Mailing Address & Phone include city, ante, & A b. Coordinated Committee Name d. Comments SunTrust Bank c. Level Registered (Specify) ❑ Federal ❑ County: ❑ State ® Municipality: a Election Sum to Date $ L Account Code g. Form of Payment h. Purpose Code L Date (mm/dd/yyyy) J. Amount k. Required Remarks 1 Draft O 09/18/2019 $3.00 Paper Bank Statement Fee I Draft O 10/18/2019 $7.00 Bank Maintenance Fee 4. Payee Information ❑ Add Lj Remove O a. Full Name, Mailing Address & Phone include city, state, & zip) b. Coordinated Committee Name d. Comments el 7 c(ft0OPPO a Election Som to Date SunTrust Bank e. Level Registered (Specify) Federal ❑ County: ❑ State ® Municipality: $ E Account Code g. Form of Payment h. Purpose Cade L Date (mm/ddlyyyy) j. Amount k. Required Remarks I Draft O 10/18/2019 $3.00 Paper Bank Statement Fee 1 Draft O 11/18/2019 $7.00 Bank Maintenance Fee 4. Payee Information Remove a. Full Name, Mailing Address & Phone include city. state & zip) It. Coordinated Committee Name d. Comments SunTrust Bank c. Level Registered (Specify) ❑ Federal ❑ County: ❑ state ® Municipality: e. Election Sum to Date $ E Account Code g. Form of Payment Is. Purpose Code L Date (mm/dd/yyyy) j. Amount k. Required Remarks I Draft O 11/27/2019 512.50 Overdraft Protection Fee 1 Draft O 12/17/2019 $7.00 Bank Maintenance Fee $ 39.50 $ 5. Total only this Pae 6. Total of ALL CRO -1310 Pages (This line goes in line 13a of Detailed Summary Page CRO -1100 if Operating Expenses) (This line goes in line 136 of Detailed Summar' Page CRO. 1100 if Contrib to CandidatevPolitieal Comm) (This line goes in line 13c of Detailed Summary Page CRO -1100 if Coordinated Party Expendimres) 7. Purpose Codes(List detailed expenditure code in above A* - Media B* - Printing C* - Fundraising D -'I o Another Candidate E - Salaries F* - Equipment G - Political Party H* - Holding Public Office Expenses 1 - Postage J - Penalties K* - Office Expenses Q* - Donation to Legal Expense Fund O* - Other * Codes require detailed exDlanation in reauired remarks field tkl 2 �O Amendment Disbursements Pg 3 of 3 ❑ Yes ® Na Use this form to report expenditures from the committee for; operating expenses, contributions to candidate/political committees and coordinated party expenditures. 1. Committee Full Name and Fund if a Neable 2. H) Number Jamie Lein Campaign JYMOZ9 3. Type of Disbursement Please use separate CRO -1310 fornits for each type of Disbursement ® Operating Expenses ❑ Contributions to Candidates/Political Committees ❑ Coordinated Party Expenditures 4. P93" Information Add El Remove a. Full Name, Mailing Address & Phone (include city, state, & zip) In. Coordinated Committee Name d. Comments SunTrust Bank a Level Registered (Specify) ❑ Federal ❑ County: ❑ State ® Municipality: e. Election Sam to Date $ 49.50 f. Accouat Code g. Form of Payment h. Purpose Code L Date (mm/dd/yyyy) j. Amount h, Required Remarks I Draft O 12/17/2019 $3.00 Paper Bank Statement Fee 1 Draft O 12/17/2019 $7.00 Bank Maintenance Fee 4. Payee Information Lj Add Remove a. Full Name, Mailing Address & Phone include city, state, & zip) Is. Coordinated Committee Name d. Comments NTY a e Q��L]Federal rod Oe� 6':'Zooe c. Level Registered (Specify) ElCounty: ❑ state ❑ Municipality: e, Election Som t bite .�, $ 00 ` G� E f. Account Code g. Form of Payment Is. Purpose Code L Date (mm/ddlyyyy) J. Amount L Required Remarks 4. Payee Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone include city, state & zip) b. Coordinated Committee Name d. Comments c. Level Registered (Specify) ❑ Federal ❑ County: ❑ State ❑ Municipality: e. Election Sum to Date $ L Account Code g. Form of Payment h. Purpose Code L Date (mm/ddlyyyy) j. Amount h. Required Remarks 5. Total only this Page $ 10.00 6. Total of ALL CRO -1310 Pages (This line goes in line 13a of Detailed Summary Page CRO -1100 if Operating Fxpenses) (This line goes in line 13b of Delailed Summary Page CRO -1100 if Contrib to Candidates/Political Comm) $ 1,155.88 (This line goes in line He of Delailed Summan• Page CRO -1100 if Coordinated Parry Expenditures) 7. Purpose Codes(List detailed expenditure code in above A* - Media B* - Printing C* - Fundraising D - To Another Candidate E - Salaries F* - Equipment G - Political Party H* - Holding Public Office Expenses I - Postage J - Penalties K* - Office Expenses Q* - Donation to Legal Expense Fund O* - Other * Codes require detailed explanation in reauired remarks field (k) Non -Moneta Gifts Given to Other Committees Amendment f')r Fa 1 of 1 ❑ Yes ® No Use this form to report any in-kind, non -monetary gift, service or items given to another committee. 1. Committee Foil Name and Fund if applicable) 2. ID Number Jamie Lein Campaign JYMOZ9 3. Payee Information ® Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & tip) b. Type of Committee d. Comments ® Candidate ❑ PAC ❑ Referendum ❑ Party Expenses owed to Jamie Lein Campaign not paid back by Christopher Smith Campaign Christopher Smith 212 Cattle Ridge Ihivee Marvin, NC 28173 (402) 707-5201 e. Level Registered (Specify) ❑ Federal ❑ County: ❑ state ® Municipality: e. Type of Gift ❑ Coordinated Party Expenditure ® Contribution to Candidate/Political Committee L Description g. Date (mm/dd/yyyy) Is. Fair Market Amount 1/3 Cost of Cookie Tray for Meet and Greet 10/17/2019 $ 32.91 1/3 Cost of Banners and Yard Signs for Meet and Greet 11/27/2019 $ 169.35 3. Payee Informatio" " Remove a. Full Name, Mailing Address & Phone (include city, state, & zip) b. Type of Committee it. Comments — ❑ Candidate ❑ PAC ❑ Referendum ❑ Party GC ,\,ea Q�Q C P�GQ' rQ"' O Qt c. Level Registered (Specify) ❑ Federal ❑ County: ❑ state ❑ Municipality: e. Type of Gift ❑ Coordinated Party Expenditure ❑ Contribution to Candidate/Political Committee L Description g. Date (mm/dd/yyyy) h. Fair Market Amount $ $ 3. Payee Information ❑ Add ❑ Remove a. Full Name, Mailing Address & Phone (include city, state, & zip) b. Type of Committee it. Comments ❑ Candidate ❑ PAC ❑ Referendum ❑ Party L Level Registered (Specify) ❑ Federal ❑ County: ❑ State ❑ Municipality: e. Type of Gift ❑ • Coordinated Party Expenditure ❑ Contribution to Candidate/Political Committee E Description g. Date (mm/dd/yyyy) Is. Fair Market Amount $ 4. Total only this Page $ 202.26 5. Total of ALL CRO -1330 Pages $ 202.26 (This line must he on line 20 of Detailed Summon• Page CRO -1100) CRO -1330 NC State Board offlections December 2007 )A?