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