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HomeMy WebLinkAboutLerner, Reid - Form 460 (2020) - 20200101 - 20200630COVER PAGE Recipient Committee Campaign Statement Cover Page Statement covers period from 1 January 2020 SEE INSTRUCTIONS ON REVERSE through 31 June 2020 1. Type of Recipient Committee: All committees — complete Parts 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 Parts) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee O Sponsored ❑ Primarily Formed Candidate/ • Small Contributor Committee Officeholder Committee • Political Party/Central Committee (Also Complete Part7) 3. Committee Information I I.D. NUMBER 1391468 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Reid Lerner for Gilroy City Council 2020 STREETADDRESS (NO P.O. BOX) MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE Date of election if applicable: ,f (Month, Day, Year) CTTY 3 November 2020 2. Type of Statement: ❑ Preelection Statement Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) ❑ Quarterly Statement ❑ Special Odd -Year Report NAME OF TREASURER Rick Chehab MAILING ADDRESS NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification 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. certify under penalty of perjury under the laws of the State of California that the foregoing is Date Signature of Controlling Officeholder, Candidate, State Measure Proponent or Responsible Officer of Sponsor Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date 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 IFAPPLICABLE) Member, Gilroy City Council RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) 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 COMMITTEE ADDRESS CITY COMMITTEE NAME NAME OF TREASURER COMMITTEE ADDRESS CITY CONTROLLED COMMITTEE? ❑ YES ❑ NO STREETADDRESS (NO P.O. BOX) STATE ZIP CODE AREA CODE/PHONE I.D. NUMBER CONTROLLED COMMITTEE? ❑ YES ❑ NO STREETADDRESS (NO P.O. BOX) STATE ZIP CODE AREA CODE/PHONE 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION COVER PAGE - PART 2 CALIFORNIA .- .1 Page 2 of 5 ❑ 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 List names 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 Summary Page Amounts may be rounded to whole dollars. Statement covers period from 1 January 2020 through SEE INSTRUCTIONS ON REVERSE NAME OF FILER Reid Lerner Column A Column IS Contributions Received TOTAL THIS PERIOD CALENDAR YEAR A (FROM ATTACHED SCHEDULES) TOTAL TO DATE 0 0 1. Monetary Contributions................................................... Schedule A, Line 3 $ $ 0 0 2. Loans Received................................................................ Schedule e, Line 3 0 0 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 + 2 $ $ 0 0 4. Nonmonetary Contributions ............................................ schedule C, Line 3 0 0 5. TOTAL CONTRIBUTIONS RECEIVED....................................Add Lines 3+4 $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 0 $ 90 7. Loans Made....................................................................... Schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS .......................................... Add Lines 6 + 7 $ 0 $ 90 9. Accrued Expenses (Unpaid Bills) .......................................... schedule F Line 3 1000 0 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 0 0 11. TOTAL EXPENDITURES MADE ........................................ Add Lines s + s + 10 $ 0 $ 90 Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page, Line 16 $ 1685 To calculate Column B, 13. Cash Receipts........................................................... Column A, Line 3 above 0 add amounts in Column 0 A to the corresponding 14. Miscellaneous Increases to Cash .................................. Schedule /, Line 4 amounts from Column B 15. Cash Payments......................................................... Column A, Line a above 90 of your last report. Some amounts in Column A may 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 1595 be negative figures that should be subtracted from If this is a termination statement, Line 16 must be zero. previous period amounts. If this is the first report being 17. LOAN GUARANTEES RECEIVED ................................ schedule e, Part 2 $ 0 filed for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2, 7, and 9 (if 0 any). 18. Cash Equivalents ................................................ see instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2 + Line s in Column a above $ 1000 SUMMARY PAGE 31 June 2020 Page 3 of 5 I.D. NUMBER 1391468 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ 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 Amounts may be rounded SCHEDULE B - PART 1 Schedule B — Part 1 to whole dollars. Statement covers period CALIFORNIA Loans Received 1 January 2020 FORM • from SEE INSTRUCTIONS ON REVERSE through 31 June 2020 Page 4 of 5 NAME OF FILER I.D. NUMBER Reid Lerner 1391468 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCC EMPLOYER (a) (b) OUTSTANDING AMOUNT (c) AMOUNT PAID (d) OUTSTANDING (e) INTEREST (1) (9) ORIGINAL CUMULATIVE OF LENDER F SELF-EMPLOYED, (IF COMMITTEE, ALSO ENTER I.D. NUMBER) BALANCE RECEIVED THIS BEGINNING THIS PERIOD OR FORGIVEN BALANCEAT * CLOSE OF THIS PAID THIS PERIOD AMOUNT OF CONTRIBUTIONS LOAN TO DATE NAME OF BUSINESS) PERIOD THIS PERIOD PERIOD Reid Lerner Reid Lerner Architects ❑ PAID CALENDAR YEAR REID LERNER ARCHITECTS $ $ 1000 0 % $ 6000 $ 0 1000 0 Nov2020 Aua2018 f IZ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ DATE DUE $ $ DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION** t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN RATE PER ELECTION** t ❑ IND ❑ COM ❑ OTH ❑PTY ❑SCC $ $ $ DATE DUE $ DATE INCURRED c SUBTOTALS $ 0 $ 0 $ 0 $ 0 Schedule B Summary (Enter SchedulleeE,Lion 3) 1. Loans received this period....................................................................................................................$ n (Total Column (b) plus unitemized loans of less than $100.) tContributor Codes 2. Loans paid or forgiven this period .......... ............................................................................................... $ n IND — Individual (Total Column (c) plus loans under $100 paid or forgiven.) COM —Recipient Committee (other than PTY or SCC) (Include loans paid by a third party that are also itemized on Schedule A.) OTH — Other (e.g., business entity) PTY — Political Party 3. Net change this period. Subtract Line 2 from Line 1. NET $ n SCC — Small Contributor Committee 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. FPPC Form 460 (Jan/2016) l ' If required. FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Reid Lerner Amounts may be rounded to whole dollars. Statement covers period from 1 January 2020 through 31 June 2020 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment Page 5 of 5 I.D. NUMBER 1391468 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 Pinnacle Bank Bank fees 18181 Butterfield Blvd #135 90 Morgan Hill, CA 95037 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 90 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 90 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 $ 90 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov