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Home My WebLink AboutReid Lerner - Form 460 (2018) - 20180701 - 20180922 (1st Preelection Statement)Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE from Statement covers period Date of election if applicable: 1 ,July 2018 1 (Month, Day, Year) t4k through 12 sqf -2018 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 5) 0 Sponsored (Also Complete Part 6) ❑ General Purpose Committee 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 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 2018 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE /PHONE Gilroy CA 95020 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODE /PHONE Date Stamp COVER PAGE age 1 of 7 For Official Use Only 6 November 2018 I b 2. Type of Statement: Preelection Statement Quarterly Statement Semi - annual Statement L] Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ' Treasurer(s) NAME OF TREASURER Rick Chehab MAILING ADDRESS CITY STATE ZIP CODE AREACODE /PHONE Gilroy CA 95020 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE /PHONE OPTIONAL: FAX / E- MAILADDRESS 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 knowledge the information 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. i Executed on 27 Sept 2018 Date Executed on 27 Sept 2018 Date Executed on Date Executed on Date By By 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) 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 Gilroy, CA 95020 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. I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE /PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER I CONTROLLED COMMITTEE? ❑ YES ❑ NO ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE /PHONE COVER PAGE - PART 2 Page 2 6. Primarily Formed Ballot Measure Committee of 7 NAME OF BALLOT MEASURE OFFICE SOUGHT OR HELD BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT ❑ OPPOSE OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee Listnamesof 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 Summary Page to whole dollars. from Statement covers period 1 July 2018 SUMMARYPAGE SEE INSTRUCTIONS ON REVERSE through 2 - 2018 Page 3 of 7 NAME OF FILER I.D. NUMBER Reid Lerner 1391468 Contributions Received Column A TOTAL THIS PERIOD Column B Calendar Year Summary for Candidates $ 2506.00 7100.00 (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and 0 A to the corresponding amounts from Column B 15. Cash Payments .......................... ............................... column A, Line 8 above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ General Elections 1. Monetary Contributions .................... ............................... schedule A, Line 3 $ 1100 $ 1100 should be subtracted from previous period amounts. If 6000 6000 1/1 through 6/30 7/1 to Date 2. Loans Received ................................. ............................... schedule B, Line 3 filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................. ............................... See instructions on reverse $ 7100 7100 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ $ Received $ $ 4. Nonmonetary Contributions ............. ............................... schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........ ............................Add Lines 3 +4 $ 7100 $ 7100 Made $ $ Expenditures Made 6. Payments Made ................................. ............................... schedule E, Line 4 $ 9865.00 7. Loans Made ........................................ ............................... Schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS ........... ............................... Add Lines 6 +7 $ 9865.00 9. Accrued Expenses (Unpaid Bills) ........... ............................... schedule F Line 3 10. Nonmonetary Adjustment .......................... ............................... Schedule C, Line 3 11. TOTAL EXPENDITURES MADE ........................................ Add Lines 8 + 9 + 10 $ 9865.00 $ 9865 0 $ 9865 $ 9865 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 13. Cash Receipts ............................ ............................... Column A, Line 3 above $ 2506.00 7100.00 To calculate Column B, add amounts in Column 14. Miscellaneous Increases to Cash ... ............................... schedule 1, Line 4 0 A to the corresponding amounts from Column B 15. Cash Payments .......................... ............................... column A, Line 8 above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 9865.00 -259 of your last report. Some 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 any). Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................. ............................... See instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + Line 9 in Column B above $ 6000 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) 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 to whole dollars. Statement covers period , — Recipient Committee 1 July 2018 from - • OTH — Other (e.g., business entity) 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 (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED CODE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED) OF BUSINESS) El IND 5/11/2018 Ali Bakhtar Ali Ban El CoM Savalan Auto Sales 250.00 250 Auto Sales OTH ❑ PTY ❑ SCC JZI IND 3/22/2018 Nguyet Le Truong & Ho Dai Truong, PhD ❑ COM Self Employed 100.00 100 ❑ OTH San Jose, CA 95127 ❑ PTY ❑ SCC ❑ IND 8/23/2018 James Suner ❑ coM The James Group 750.00 750 The James Group ® OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 1100.00 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 $ 1100 1100 *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 Statement covers period Schedule B — Part 1 to whole dollars. Loans Received 1 July 2018 � K , . - Lu from through 2018 Page 5 of 7 SEE INSTRUCTIONS ON REVERSE 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 AMOUNT (N AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN „ BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD THIS PERIOD PERIOD PERIOD LOAN TO DATE Reid Lerner Reid Lerner Architects ❑ PAID CALENDAR YEAR Reid Lerner Architects $ $ 6000 0 0,, $ 6000 $ 6000 ❑ FORGIVEN RATE PER ELECTION " Gilroy, CA 95020 $ 0 $ 6000 $ $ �v"� DATE DUE 110 IND ❑ COM ❑ OTH 17_1 PTY ❑SCC DA CURBED ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION " RATE $ $ $ $ $ DATE DUE ❑ IND ❑ COM ❑ OTH El ❑SCC tEl DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION " RATE t ❑ IND ❑ COM ❑ OTH ❑PTY ❑SCC $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $ 6000 $ $ 6000 $ Schedule B Summary 1. Loans received this period ...................................................................................... ..............................$ Fnnn (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period ........................................................................... ..............................$ In (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.) ............................... ............................... NET $ Fnnn Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) Amounts forgiven or paid by another party also must be reported on Schedule A. If required. (Enter (e) on Schedule E, Line 3) tContributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) 0TH — 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 NAME OF FILER Reid Lerner Amounts may be rounded to whole dollars. SCHEDULE E Statement covers period from 1 July 2018 through 1)� 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 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 PAYEE (IF COMMITTEE,ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Leadership Gilroy Entrance Fee for Bonanza Day Parade Gilroy, CA 95020 CVC 400.00 InfoPower Communications GMH Today Magazine advertisement Gilroy, CA 95020 PRT 375.00 NetBrands Media Corp Lawn Signs Texas CMP 7668.00 281 - 786 -3764 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 8443.00 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. 9865.00 2. Unitemized payments made this period of under $ 100 ........................................................................................................... ............................... $ 0 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column ( e).) .............................................. ............................... $ 0 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) ........................... TOTAL $ 9865.00 FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc.ca.gov Schedule E CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Staples San Ysidro Road Gilroy, CA 95020 SCHEDULE E (CONT.) 25 Vinyl Banners Amounts may be rounded Statement covers period . (Continuation Sheet) to whole dollars. A • ' I Payments Made from 1 Juiv 2018 • • - SEE INSTRUCTIONS ON REVERSE through 2018 7 of 7 9 Pa e NAME OF FILER I.D. NUMBER Reid Lerner 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 PAYEE (IF COMMITTEE,ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Staples San Ysidro Road Gilroy, CA 95020 CMP 25 Vinyl Banners 1422.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1422.00 FPPC Form 460 (Jan/2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772)