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HomeMy Public PortalAboutForm 460 (October 21, 2018 - December 31, 2018)Recipient Committee Campaign Statement Cover Page from COVER PAGE Date Stamp R ... Statement covers period Date of election if applicable:Page ` of 10/21/2018 (Month, Day, Year) JAN 14 2019 For Official Use Only STREET ADDRESS (NO PO BOX) 122 Brooks Ave CITY STATE ZIP CODE AREACODE/PHONE Claremont CA 91711 (909) 374-3958 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR PO. BOX OCITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL FAX / E-MAIL ADDRESS CITY CLERK 11/6/2018 CA ry OF CLAREMONT 2. Type . yp of Statement: ❑ Preelection Statement ❑ Quarterly Statement ❑ Semi-annual Statement ❑ Special Odd -Year Report Q] Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER 12/31/2018 SEE INSTRUCTIONS ON REVERSE through 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 STATE (Also Complete Part 6) ❑ General Purpose Committee CA 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 1393706 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Zach Courser for Claremont City Council 2018 CITY STREET ADDRESS (NO PO BOX) 122 Brooks Ave CITY STATE ZIP CODE AREACODE/PHONE Claremont CA 91711 (909) 374-3958 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR PO. BOX OCITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL FAX / E-MAIL ADDRESS CITY CLERK 11/6/2018 CA ry OF CLAREMONT 2. Type . yp of Statement: ❑ Preelection Statement ❑ Quarterly Statement ❑ Semi-annual Statement ❑ Special Odd -Year Report Q] Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Steven A. Haskins MAILING ADDRESS 1861 Bridgeport Ave CITY STATE ZIP CODE Claremont CA 91711 NAME OF ASSISTANT TREASURER, IF ANY Zachary Courser MAILING ADDRESS 122 Brooks Ave CITY STATE ZIP CODE Claremont CA 91711 OPTIONAL FAX/ E-MAIL ADDRESS AREA CODE/PHONE (909) 621-6830 AREA CODE/PHONE (909) 374-3958 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information co ed 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. WExecuted on �� 1 By Date Y tit ure Tr asu r or Asst a1�TCTfreiars�u�rer�t� Executed on �� f By�l/ Dak, Signature of Controlling Off cKd - Candidate. Stat M asure Proponent or Responsible Officer of Spcns'IT1`4 Executed on Date Executed on Date By. By Signature of Contrnlling OfficeholderCandidale. State Measure Proponent Signature of Cowrollrnc Officeholoer. 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 Zachary Courser OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) OClaremont city councilperson RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP 122 Brooks Ave Claremont CA 91711 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 CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) OCITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 ilk" ig • O 11 1 Page of 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 OFFICE SOUGHT OR HELD I 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 NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE NAME OF OFFICEHOLDER OR CANDIDATE ❑ SUPPORT ❑ OPPOSE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE 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 Summary Page g to whole dollars. Statement covers period 10/21/2018 ME= from 12/31/2018 3 through Page of SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Zach Courser for Claremont City Council 2018 1393706 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 3,809 15,976 1. Monetary Contributions................................................... Schedule A, Line 3 $ $ -2,890 -2,890 1/1 through 6/30 7/1 to Date O Loans Received................................................................ Schedule e, Line 3 919 13,086 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 + 2 $ $ Received $ $ 0 0 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED....................................Add Lines 3 + a $ 919 S 13,086 Made S $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made................................................................ schedule E, Line 4 $ 4,337 $ 12,711 Candidates 7. Loans Made....................................................................... Schedule H. Line 3 0 0 4337 12,711 22• Cumulative Expenditures Made" 8. SUBTOTAL CASH PAYMENTS .......................................... Add Lines 6 + 7 S , $ (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...... ................................ Schedule F, Line 3 0 0 Date of Election Total to Date 10. Nonmonetary Adjustment......................................................... Schedule C. Line 3 0 0 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE ........................................ Add Lines 8 + 9 + 10 $ 4,337 $ 12,711 $ Cash Statement $ C,urrent -� 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 3,418 To calculate Column B, 13. Cash Receipts ............... Column A. Line 3 above 919 add amounts in Column 0 A to the corresponding 'Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash .................................. Schedule 1. Line 4 amounts from Column B reported in Column B. 15. Cash Payments......................................................... column A. Line s above 4,337 of your last report. Some amounts in Column A may 16. ENDING CASH BALANCE ..............Add Lines 12 + 13 + 14. then subtract Line 15 S 0 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 B. Part 2 S 0 filed for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2.7. and 9 (if any). 18. Cash Equivalents.... ........... ................................ See instructions on reverse S 0 19. Outstanding Debts.._... _................... Add Line 2 + Line 9 in Column e above S 0 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A Monetary Contributions Received Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE *Contributor Codes NAME OF FILER IND — Individual Zach Courser for Claremont City Council 2018 COM DATE FULL NAME. STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR RECEIVED (IF COMMITTEE, ALSO ENTER LD NUMBER) CODE — Other (e.g.. business entity) 66 IND Political Party Larry Hoffmann ElCoM 0 /2018 2605 N Mountain Ave ❑ OTH Claremont, CA 91 71 1-1 547 ❑ PTY FPPC Form 460 (Jan/2016) ❑ SCC (866/275-3772) V) IND www.fppC.ca.gov Janice Hoffmann El COM 10/21 /2018 2605 N Mountain Ave ❑ OTH Claremont, CA 91 71 1-1 547 ❑ PTY ❑ scC V IND Christopher Townsend ElcoM 10/24/2018 26022 Horseshoe Cir ❑ OTH Laguna Hills, CA 92653-6148 ❑ PTY ❑ scc El IND Erik Griswold El COM 11/6/2018 449 Stanford Dr ❑ OTH Claremont, CA 91 71 1-4638 ❑ PTY 0 ❑ SCC Wj IND Zachary Courser El COM 12/17/2018 122 Brooks Ave ❑ OTH Claremont, CA 91711 ❑ PTY ❑ SCC IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) Morgan Stanley Financial Advisor Morgan Stanley Financial Advisor Townsend Public Affairs Inc President Copenhagenize Design Company Social Media Design Claremont McKenna College Professor 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.)............ SUBTOTAL $ .............. $ ..............$ .......TOTAL $ SCHEDULE A through Statement covers period from 1012112018 12/31/2018 Page __ of I.D. NUMBER 1393706 AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED THIS CALENDAR YEAR TO DATE PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) 100 250 3,010 3,560 100 250 100 6,010 *Contributor Codes IND — Individual 3,560 COM — Recipient Committee (other than PTY or SCC) 249 OTH — Other (e.g.. business entity) PTY — Political Party SCC — Small Contributor Committee 3,809 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppC.ca.gov Schedule B Part 1 Loans Received Amounts may be rounded to whole dollars. Statement covers period from 10/21/2018 12/31/2018 SEE INSTRUCTIONS ON REVERSE of I.D. NUMBER through NAME OF FILER I91 ORIGINAL CUMULATIVE AMOUNT OF CONTRIBUTIONS LOAN Zach Courser for Claremont City Council 2018 CALENDAR YEAR $ 1.000 $ 6,010 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (a) OUTSTANDING (b) AMOUNT (C) AMOUNT PAID (a) OUTSTANDING (e) INTEREST OF LENDER (IF COMMITTEE ALSO ENTER I D. NUMBER) IF SELF-EMPLOYED, ENTER , NAME OF BUSINESS) BALANCE BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS PERIOD PERIOD $ 1.610 THIS PERIOD PERIOD PER ELECTION' hary Courser Professor DATE INCURRED m PAID C'-a�c 2 Brooks Ave Claremont McKenna $ -220 $ 0 Claremont, CA 91711 College lZ FORGIVEN RATE $ 1,000 $ 0 780 $ t IZ IND [ICOM ❑ OTH ❑ PTY F-1 SCC $ DATE DUE Zachary Courser Professor E] PAID 122 Brooks Ave Claremont McKenna $ $ 0 % Claremont, CA 91711 College Vj FORGIVEN RATE $ 500 $ 0 $ 500 $ t jZ IND ❑ COM ❑ OTH ❑ PTY F-1SCCDATE DUE Zachary Courser Professor ❑ PAID 122 Brooks Ave Claremont McKenna $ $ 0 % Claremont, CA 91711 College 0 FORGIVEN RATE $ 1,610 $ 0 1,610 $ /\/t''� IND ❑ COM ❑ OTH F-1PTY❑ SCC C $ DATE DUE SCHEDULE B - PART 1 Page —5 of I.D. NUMBER 1393706 (t) I91 ORIGINAL CUMULATIVE AMOUNT OF CONTRIBUTIONS LOAN TO DATE CALENDAR YEAR $ 1.000 $ 6,010 PER ELECTION' 0 12/6/16 $ DATE INCURRED CALENDAR YEAR $ 500 $ 6,010 PER ELECTION" 0 1/21/17 $ DATE INCURRED CALENDAR YEAR $ 1.610 s 6,010 PER ELECTION' 0 2/28/17 Q DATE INCURRED SUBTOTALS $ 0 $ 2,890 $ 0 $ 0 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 $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.) ................................... Enter the net here and on the Summary Page, Column A, Line 2. Amounts forgiven or paid by another party also must be reported on Schedule A. " It required. (Enter (e)on Schedule E. Line 3) ....................$ n tContributor Codes 9 RQn IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g.. business entity) PTY — Political Party ........... NET $ - ? RQn SCC — Small Contributor Committee (May be a negative number) . FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E. Payments Made Amounts may be rounded to whole dollars. Statement covers period from 10/21/2018 SCHEDULE E Whalen Mailing and Printing 515 W Allen Ave, #3 POS $1,795 San Dimas, CA 91733 Cacebook.com Online advertising 1Hacker Way $538 Menlo Park, CA 94025 Payments that are contributions or independent expenditures must also be summarized on Schedule D 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.). SUBTOTAL $ 3,059 4,278 $ 59 ............................... $ 0 ................. TOTAL $ 4,337 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov through 12/31 /2018 Page SEE INSTRUCTIONS ON REVERSE of NAME OF FILER I.D. NUMBER Zach Courser for Claremont City Council 2018 1393706 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 \C civic donations PET petition circulating TEL t.v. or cable airtime and production costs C^ 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 ID. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Uprinting.com 8000 Haskell Ave LIT $726 Van Nuys, CA 91460 Whalen Mailing and Printing 515 W Allen Ave, #3 POS $1,795 San Dimas, CA 91733 Cacebook.com Online advertising 1Hacker Way $538 Menlo Park, CA 94025 Payments that are contributions or independent expenditures must also be summarized on Schedule D 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.). SUBTOTAL $ 3,059 4,278 $ 59 ............................... $ 0 ................. TOTAL $ 4,337 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E (Conti,n•uation Sheet) Payments Made Amounts may be rounded to whole dollars. Statement covers period from 1012112018 SCHEDULE E (CONT.) Claremont Courier 114 Olive St. PRT Claremont, CA 91711 Google Online advertising 1600 Amphitheatre Parkway Mountain View, CA 94043 Payments that are contributions or independent expenditures must also be summarized on Schedule D. $711 E -M SUBTOTAL $ 1,219 FPPC Form 460 (Jan/2016) FPPC Advice advice@fppc.ca.gov (866/275-3772) 1.1,.1.11 r.. I -1 111.,1 through 12/31/2018 SEE INSTRUCTIONS ON REVERSE Page Zm�__ of NAME OF FILER I D. NUMBER Zach Courser for Claremont City Council 2018 1393706 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 F_IL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals 1D fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals ::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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE, ALSO ENTER I.D. NUMBER) Claremont Courier 114 Olive St. PRT Claremont, CA 91711 Google Online advertising 1600 Amphitheatre Parkway Mountain View, CA 94043 Payments that are contributions or independent expenditures must also be summarized on Schedule D. $711 E -M SUBTOTAL $ 1,219 FPPC Form 460 (Jan/2016) FPPC Advice advice@fppc.ca.gov (866/275-3772) 1.1,.1.11 r.. I -1 111.,1