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HomeMy WebLinkAboutReid Lerner - Form 460 - 2017/01/01 - 2017/06/30Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Date Stamp Statement covers period Date of election if applicable. K r(jsx . from 1 January 2017 (Month, Day, Year) ILR�F'C11 %l!`" through 31PJune 2017 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, a, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Pat 5) 0 Sponsored ❑ General Purpose Committee (Aso compbte Pat 5) 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party /Central Committee (A oCompbfePart7) 3. Committee Information I. D. NUMBER 1391468 Reid Lerner for Gilroy City Council 2016 STREET ADDRESS (NO P.O. BOX) MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODE/PHONE I 2. Type of Statement: ❑ Preelection Statement 10 Semi - annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) COVER PAGE I of For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report Treasurer(s) NAME OF TREASURER Rick Chehab WILING ADDRESS NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the Executed on 30 June 2017 Date Executed on 30 June 2017 Date Executed on Date Executed on Date BY BY BY Signature of ontrolling 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 RESIDENTIAUBUSINESS ADDRESS (NO AND STREET) CITY STATE ZIP Related Committees NoUncluded 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. CITY STATE ZIP CODE AREA CODE /PHONE COMMITTEE NAME I I D NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 1 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO OR LETTER I JURISDICTION ro SUPPORT OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, If any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR DISTRICT NO IF ANY 7. Primarily Formed Candidate /Officeholder Committee Lisrnames of officeholder(s) or candldate(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 HEW ❑ 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 sheets4f necessary FPPC Form 460 (Jan /2016) FPPC Advice: advice@fppc.ca.gov (866/275 -3772) www.fppc.ca.gov Campaign Disclosure Statement 2000 $ Amounts may be rounded SUMMARY PAGE Summary Page to whole dollars. 2000 $ Statement covers period Schedule F, Line 3 6092.81 6092.81 Schedule C, Line 3 1 January 2017 Add Lines 6+ 9+ 10 $ 8092.81 $ 6092.81 from F 31 June 2017 7 11DD SEE INSTRUCTIONS ON REVERSE through NAME OF FILER MBER Reid Lerner 468 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, Linea $ $ 1/1 through 6/30 7/1 to Dale 2 Loans Received Schedule B, Line 3 3 SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2 $ $ 20 Contributions Received $ $ 0 4 Nonmonetary Contributions Schedule C, Line 21 Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 +q $ 0 $ 0 Made $ $ 8092.81 Expenditures Made 6 Payments Made 7 Loans Made 8 SUBTOTAL CASH PAYMENTS. 9 Accrued Expenses (Unpald,Bills) 10 Nonmonetary Adjustment 11 TOTAL EXPENDITURES MADE Schedule E, Line 4 $ 2000 $ 2000 Schedule H, Line 3 . Add Lines 6 + 7 $ 2000 $ 2000 Schedule F, Line 3 6092.81 6092.81 Schedule C, Line 3 Add Lines 6+ 9+ 10 $ 8092.81 $ 6092.81 Current Cash Statement 4t 12 Beginning Cash Balance Previous Summary Page, Line 16 $ t �06. 13 Cash Receipts Column A, Line 3 above 14 Miscellaneous Increases to Cash Schedule) Line 15 Cash Payments . Column A, Line 6 above 2000 16 ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 2 �� If this is a termination statement, Line 16 must be zero 17. LOAN GUARANTEES RECEIVED Schedule B, 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 $ I 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) _xpenditure Limit Summary for State '.andidates 22. Cumulative Expenditures Made` (It Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm /dd /yy) —J� $ Amounts in this section may be different from amounts eported 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 to whole dollars. Statement covers period - 1 January 2017 - from 31 June 2017 4 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 (none) ❑ COM ❑ OTH 0 0 ❑ PTY ❑ SCC ❑ IND ❑ CO M ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 0 Schedule A Summary 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 $ I J *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 , - from 1 January 2017 SEE INSTRUCTIONS ON REVERSE through 31 June 2017 page of !68 NAME OF FILER I D NUR Reid Lerner 13914 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 Reid Lerner Candidate IQ PAID CALENDAR YEAR Ewa— ❑ FORGIVEN RATE E PER ELECTION" E 2000 E 2020 2016 t@ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC E s DATE INCURRED E DATE DUE ❑ PAID CALENDAR YEAR E S 95 $ $ ❑ FORGIVEN RATE PER ELECTION t IND ❑ ❑ COM ❑ OTH ❑PTY ❑ SCC S E $ E DATE INCURRED S DATE DUE ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION" t'❑ IND ❑ COM ❑ OTH ❑ PTY SCC ❑ S S E DATE DUE S DATE INCURRED S SUBTOTALS $ $7.000 $ 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 $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.) ..................... ............................... Enter the net here and on the Summary Page, Column A, Line 2. 'Amounts forgiven or paid by another party also must be reported on Schedule A. If required ...........$ n .................$ r1,00 NET $ 24 on (May be a negative number) (tnwr (e) on Schedule E, Line 3) tContributor Codes IND — Individual COM — Reciplent�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 mm m- , _ I O from 1 January 2017 L cam' Il o through 31 June 2017 Page 6 of % ID 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 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 IN D 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 Reid Lerner Architects repay loan $2000 Payments that are contributions or independent expenditures must also be summarized on Schedule D SUBTOTAL $ $2000 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 $ 2000 2000 FPPC Form 460 (Jan /2016) FPPC Advice: advice@fppc.ca.gov (866/275 -3772) www.fppc.ca.gov Schedule F Amounts may be rounded Accrued Expenses (Unpaid Bills) to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Reid Lerner Statement covers period from 1 January 2017 through 31 June 2017 SCHEDULE F Page 7 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 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 CODE OR (a) (b) AMOUNT INCURRED (c) AMOUNT PAID (d) OUTSTANDING (IF COMMITTEE, ALSO ENTER 10 NUMBER) DESCRIPTION OF PAYMENT BALANCE LANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON P OF THIS PERIOD Young Signs 7393 Eigleberry Street CMP 6092.81 6092.81 Gilroy, CA 95020 Payments that are contributions or Independent expenditures must also be SUBTOTALS $ 6092 6092.81 summarized on Schedule D .81 $ $ $ 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.) ....................... .......................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 $ 0 0 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) .................................................................................................................................................... ............................... NET $ 6092.81 May be a negative number FPPC Form 460 (Jan /2016) FPPC Advice: advice@)fppc.ca.gov (866/275 -3772) www.fppc.ca.gov