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Reid Lerner - Form 460 - 20180101 - 20180630 Amendment
Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE COVER PAGE `� 'aie ^Stamp, :, ,I� • AUG - I ' �Oi8 Statement covers period Date of election if applicable: CITY CLERK'S OFFICE 1 of— from 1 January 2018 (Month, Day, Year) Cp GILROY, CA WIr For Official Use Only through 30 June 2018 1. Type of Recipient Committee: All committees - complete Parrs 1, 2, 3, and 4. © Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure O State Candidate Election Committee Committee O Recall O Controlled (Also Complete Pert 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party /Central Committee (Also Complete Pert 7) 3. Committee Information NAME IF NO COMMITTEE) Reid Lerner for Gilroy City Council 2018 I.D. NUMBER 1391468 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODE /PHONE 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement Semi - annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) L1a Amendment (Explain below) f G r1^PCf 14�t'/tyuz,ixl�,� iv�Q la s Treasurer(s) NAME OF TREASURER Rick Chehab MAILING ADDRESS NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE /PHONE OPTIONAL: 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 the best of my k wledge certify under penalty of perjury under the laws of the State of California that the foregoing By Signature of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Reid Lerner OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Member, Gilroy City Council RESIDENTIAL /BUSINESS ADDRESS (NO.ANDSTREET) CITY STATE ZIP 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. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE /PHONE COMMITTEE NAME I I.D. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO UUMMI I I tt AUUKtSJ 5 1 REE I ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE COVER PAGE - PART 2 Page 2 of 7 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 Listnames 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 (866/275 -3772) www.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded to whole dollars. Summary Page Statement covers period from 1 January 2018 SUMMARY PAGE Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 30 June 2018 3 7 SEE INSTRUCTIONS ON REVERSE To calculate Column B, 13. Cash Receipts ............................ ............................... Column A, Line 3 above through page of NAME OF FILER Ato the corresponding amounts from Column B 15. Cash Payments .......................... ............................... Column A, Line 8 above I.D. NUMBER Reid Lerner 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 2506 amounts in Column A may be negative figures that If this is a termination statement, Line 16 must be zero. should be subtracted from previous period amounts. If this is the first report being 1391468 Contributions Received 17. LOAN GUARANTEES RECEIVED . ............................... Schedule B, Part 2 Column A Column B Calendar Year Summary for Candidates TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) Cash Equivalents and Outstanding Debts CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and $ any). 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ General Elections 1. Monetary Contributions .................... ............................... Schedule A, Line 3 $ $ 2. Loans Received ................................. ............................... Schedule e. Line 3 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ $ 20. Contributions Received $ $ 4. Nonmonetary Contributions ............. ............................... Schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........ ............................Add Lines 3 +4 $ $ Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ................................. ............................... Schedule E, Line 4 $ $ Candidates 7. Loans Made ........................................ ............................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ........... ............................... Add Lines 6 +7 $ $ 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ........... ............................... Schedule F Line 3 Date of Election Total to Date 10. Nonmonetary Adjustment .......................... ............................... Schedule C, Line 3 (mm /ddiyy) 11. TOTAL EXPENDITURES MADE ............ ............................Add Lines s +s +lo $ $ $ Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 2506 To calculate Column B, 13. Cash Receipts ............................ ............................... Column A, Line 3 above add amounts in Column 14. Miscellaneous Increases to Cash ... ............................... Schedule 1, Line 4 Ato the corresponding amounts from Column B 15. Cash Payments .......................... ............................... Column A, Line 8 above of your last report. Some 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 2506 amounts in Column A may be negative figures that If this is a termination statement, Line 16 must be zero. should be subtracted from previous period amounts. If this is the first report being 17. LOAN GUARANTEES RECEIVED . ............................... Schedule B, Part 2 $ filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................. ............................... See instructions on reverse $ any). 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A Monetary Contributions Received `O W11016 u011015. Statement covers period from 1 January 2018 CALIFORNIA FORM 30 June 2018 4 7 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Reid Lerner 1391468 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF- EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ 0 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) .............................. ............................... 2. Amount received this period — unitemized monetary contributions of less than $100 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ....... ............... I... $ ..... $ ....TOTAL $ *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 (866/275 -3772) www.fppc.ca.gov Amounts may be rounded Schedule B — Part 1 SCHEDULE B - PART 1 Statement covers period to whole dollars. Loans Received _ ' • 1 from 1 January 2018 • - SEE INSTRUCTIONS ON REVERSE through 30 June 2018 page 5 of 7 NAME OF FILER I.D. NUMBER Reid Lerner 1391468 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING (b) AMOUNT (c) AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL g CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF - EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD PERIOD .., THIS PERIOD PERIOD PERIOD LOAN TO DATE ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION" RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION ** RATE t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION" RATE t ❑ IND ❑ COM El OTH ❑ PTY F1 SCC $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $ 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 $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.) ............................. Enter the net here and on the Summary Page, Column A, Line 2. *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. (Enter (e) on Schedule E, Line 3) ...........$ n $ n ........................ NET $ (May be a negative number) 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 (866/275 -3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Reid Lerner Amounts may be rounded to whole dollars. SCHEDULE E Statement covers period CALIFORNIA from 1 January 2018 FORM through 30 June 2018 Page 6 of 7 I.D. NUMBER 1391468 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia /misc. MBR member communications RAID 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) * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ Schedule E Summary 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).) .............................................. ............................... $ 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ........................... TOTAL $ I I FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc.ca.gov Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTION NAME OF FILER Reid Lerner ON REVERSE Amounts may be rounded SCHEDULE to whole dollars. Statement covers period • - • , from 1 January 2018 • through 30 June 2018 7 7 Page of I.D. NUMBER 1391468 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 FIL civic donations candidate filing /ballot fees PET petition circulating TEL t.v. or cable airtime and production costs FND fundraising events PHO POL phone banks polling and survey research TRC TRS candidate travel, lodging, and meals 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 CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) . Payments that are contributions or independent expenditures must also be summarized on Schedule D. CODE OR DESCRIPTION OF PAYMENT SUBTOTALS $ (a) (b) OUTSTANDING AMOUNTINCURRED BALANCE BEGINNING THIS PERIOD OF THIS PERIOD Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ....... (c) (d) AMOUNT PAID OUTSTANDING THIS PERIOD BALANCE AT CLOSE (ALSO REPORT ON E) OF THIS PERIOD R INCURRED TOTALS $ $ 0 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $ 100.) .... ............................... PAID TOTALS $ 0 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.) ........................... $ 0 ............................................................................................. ............................... ............................ NET May be a negative number FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc.ca.gov