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HomeMy WebLinkAboutReid Lerner - Form 460 - 2016/10/23 - 2016/11/01Recipient Committee Campaign Statement Cover Page from Statement covers period I Date of election if applii 23 October 2016 (Month, Day, Year) SEE INSTRUCTIONS ON REVERSE I through 1 November 2016 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete part 6) O Sponsored (Also Complete Pert Bl El General Purpose Committee O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party /Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1391468 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Reid Lerner for Gilroy City Council 2016 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the infom nation contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on 4 November 2016 Date Executed on 4 November 2016 Date Executed on Date Executed on Date By By or 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 6. 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 RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY 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. NAME Ur TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO AUUKESS CITY STATE ZIP CODE AREACODE/PHONE COMMITTEE NAME I I.D. NUMBER NAME OF EET ADDR ❑ YES ❑ NO CITY STATE ZIP CODE AREACODE/PHONE COVER PAGE - PART 2 Page 2 of 5 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 7. Primarily Formed Candidate /Officeholder Committee List names of ofHceholderis) or candidates) 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 Summary Page to whole dollars. from Statement covers period 23 October 2016 SUMMARY PAGE SEE INSTRUCTIONS ON REVERSE 6. Payments Made ................................. ............................... schedule E, Line 4 $ through 1 November 2016 Page 3 of 5 ............................... Add Lines 6 +7 $ NAME OF FILER ............................... schedule F Line 3 10. Nonmonetary Adjustment .......................... ............................... schedule C, Line 3 11. TOTAL EXPENDITURES MADE ........................................ I.D. NUMBER Reid Lerner for Gilroy City Council 2016 1391468 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions .................... ............................... schedule A, Line 3 $ 500 $ 4341 2. Loans Received ................................. ............................... Schedule e, Line 3 4000 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 500 $ 8341 20. Contributions Received $ $ 8341 4. Nonmonetary Contributions ............. ............................... schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED .................................... Add Lines 3 +4 $ 500 $ 8341 Made $ $ 5335 Expenditures Made 6. Payments Made ................................. ............................... schedule E, Line 4 $ 7. Loans Made ........................................ ............................... schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ........... ............................... Add Lines 6 +7 $ 9. Accrued Expenses (Unpaid Bills) ........... ............................... schedule F Line 3 10. Nonmonetary Adjustment .......................... ............................... schedule C, Line 3 11. TOTAL EXPENDITURES MADE ........................................ Add Lines a +a +lo $ 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 a above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 1s $ If this is a terminadon statement, Line 16 must be zero. 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 a above $ 0 0 8341 5335 3006 4000 $ 535S $ 5335 $ � °33..T 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 cant' over the amounts from Lines 2, 7, and 9 (if any). Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm /dd /yy) / 1 $ -I $ '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 Statement covers period 23 October 2016 from CALIFORNIA FORM • SEE INSTRUCTIONS ON REVERSE through 1 November 2016 Page 4 of 10 NAME OF FILER I.D. NUMBER Reid Lerner for Gilroy City Council 2016 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 OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) ❑ IND 23 Oct 2016 Health & Fitness Trust 1477 Dry Creek Road El COM V] OTH Joseph Gigantino 500.00 500.00 San Jose, CA 95125 ❑ PTY Trustee ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 500.00 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 $100 . 3. Total monetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ......... .........$ TOTAL $ :11 11 500.00 *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 Schedule F Accrued Expenses (Unpaid Bills) Amounts may be rounded to whole dollars. Statement covers period from 23 October 2016 SCHEDULE F SEE INSTRUCTIONS ON REVERSE CODE OR DESCRIPTION OF PAYMENT (a) OUTSTANDING through 1 November 2016 h 5 Page of NAME OF FILER LANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE I.D. NUMBER Reid Lerner for Gilroy City Council 2016 (ALSO REPORT ON E) OF THIS PERIOD Young Signs 1391468 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia /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 CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT (a) OUTSTANDING (b) AMOUNT INCURRED W AMOUNT PAID (d) OUTSTANDING LANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD Young Signs 7393 Eigleberry Street Signs tbd tbd 0 Gilroy, CA 95020 tbd " Payments that are contributions or Independent expenditures must also be SUBTOTALS $ $ $ $ summarized on Schedule D. Schedule F Summary 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.) ....................... .......................INCURRED TOTALS $ 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 $ tbd 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.) ...................... ................... NET $ tbd May be a negative number FPPC Form 460 (Jan /2016) FPPC Advice; advice@fppc.ca.gov (866/275 -3772) www.fppc.ca.gov