<<

Recipient Committee Campaign Statement Cover Page CA 460 FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Cover Page 1. Type of Recipient Committee 2. Type of Statement Officeholder, Candidate Controlled Committee Quarterly Statement 3. Committee Information Treasurer(s) COMMITTEE NAME I.D. NUMBER NAME OF TREASURER Paul Koretz Officeholder 1300860 David Gould STREET ADDRESS (NO P.O. BOX) MAILING ADDRESS address redacted address redacted Long Beach, CA 90802 Long Beach, CA 90802 PHONE NUMBER PHONE NUMBER (213) 4894792 (213) 4894792 MAILING ADDRESS (IF DIFFERENT) NAME OF ASSISTANT TREASURER, IF ANY Ingrid Orellana ALT. PHONE NUMBER MAILING ADDRESS address redacted OPTIONAL: FAX / E-MAIL ADDRESS Long Beach, CA 90802 (213) 4894818 PHONE NUMBER (213) 4894792 OPTIONAL: FAX / E-MAIL ADDRESS

4. Verification I have used all reasonable diligence and to the best of my knowledge the treasurer has used all reasonable diligence in preparing this statement. I have reviewed the 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 that the foregoing is true and correct. 28-Jan-20 David Gould (e-signed) Executed On: (Date) By: (Signature of Treasurer) 28-Jan-20 Paul Koretz (e-signed) Executed On: (Date) By: (Signature of Candidate / Officeholder) Recipient Committee Campaign Statement Cover Page - Part 2 CA 460 FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Cover Page - Part 2

5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee

NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Paul Koretz OFFICE SOUGHT OR HELD BALLOT NO. OR LETTER JURISDICTION SUPPORT/OPPOSE City Council Member - District 5 RESIDENTIAL/BUSINESS ADDRESS NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT address redacted , CA 90048 Related Committees Not Included in this Statement OFFICE SOUGHT OR HELD

COMMITTEE NAME I.D. NUMBER 7. Primarily Formed Candidate/Officeholder Committee Koretz for City Council 2017 1383457 NAME OF TREASURER CONTROLLED? OFFICEHOLDER/CANDIDATE NAME OFFICE SUPPORT/OPPOSE David Gould Y COMMITTEE ADDRESS OFFICEHOLDER/CANDIDATE NAME OFFICE SUPPORT/OPPOSE address redacted Long Beach, CA 90802 COMMITTEE PHONE OFFICEHOLDER/CANDIDATE NAME OFFICE SUPPORT/OPPOSE 4894792 COMMITTEE NAME I.D. NUMBER OFFICEHOLDER/CANDIDATE NAME OFFICE SUPPORT/OPPOSE

NAME OF TREASURER CONTROLLED?

COMMITTEE ADDRESS

Recipient Committee Campaign Statement Summary Page CA 460 FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Sum m ary Page Contributions Received Column A Column B (This Period) (Calendar YTD) 1. Monetary Contributions Sched. A, Line 3 $1,300.00 $18,650.00 2. Loans Received Sched. B, Line 3 $0.00 $0.00 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2 $1,300.00 $18,650.00 4. Non-Monetary Contributions Sched. C, Line 3 $0.00 $0.00 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 + 4 $1,300.00 $18,650.00 Expenditures Made Column A Column B 6. Cash Payments Sched. E, Line 4 $8,541.04 $30,900.16 7. Loans Made Sched. H, Line 3 $0.00 $0.00 8. SUBTOTAL CASH PAYMENTS Add Lines 6 + 7 $8,541.04 $30,900.16 9. Accrued Expenses (Unpaid Bills) Sched. F, Line 3 $583.28 $3,201.49 10. Non-Monetary Adjustment Sched. C, Line 3 $0.00 $0.00 11. TOTAL EXPENDITURES MADE Add Lines 8 + 9 + 10 $9,124.32 $34,101.65 Current Cash Statement 12. Beginning Cash Balance Prev. Summary, Line 16 $20,975.91 13. Cash Receipts Col. A, Line 3 $1,300.00 14. Miscellaneous Increases to Cash Sched. I, Line 4 $0.00 15. Cash Payments Col. A, Line 8 $8,541.04 16. Ending Cash Balance Lines (12 + 13 + 14) - 15 $13,734.87 Loan Guarantees Received 17. Loan Guarantees Received Sched. B, Part II $0.00 Cash Equivalents and Outstanding Debts 18. Cash Equivalents $0.00 19. Outstanding Debts Col. B, Lines 2 + 9 $3,201.49 Recipient Committee Campaign Statement Schedule A CA 460 Monetary Contributions Received FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Schedul e A

Schedule A Summary 1. Amount received this period - contributions of $100 or more: (include all schedule A subtotals) $1,300.00 2. Amount received this period - unitemized contributions of less than $100: $0.00 3. Total monetary contributions received this period : (add lines 1 and 2. enter here and on summary page, column A, line 1) $1,300.00

Schedule A Detail (2 Records) Date Received Contributor Contributor Occupation and Employer Amount Cumulative Per Election Code Received this Calendar Year To Date Period (Jan 1 - Dec 31) 12/05/19 Kaplan Law Corporation Other: Non- $500.00 $500.00 $0.00 address redacted Individual Long Beach , CA 90802 12/31/19 Operating Engineers Local 501 I.U.O.E. Committee Committee $800.00 $1,600.00 $0.00 Political Action Committee [ID: 746497] address redacted Los Angeles , CA 90057 Recipient Committee Campaign Statement Schedule E CA 460 Payments Made FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Schedul e E

Schedule E Summary 1. Itemized payments made this period:(include all Schedule E subtotals) $8,485.81 2. Unitemized payments made this period of under $100: $55.23 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).): $0.00 4. Total payments made this period : (Add Lines 1, 2 and 3. Enter here and on the Summary Page, Column A, Line 6.) $8,541.04

Schedule E Detail (14 Records) Name and Address of Payee Type of Payment Description Amount Paid (if required) Gould & Orellana, LLC Professional Services (e.g., legal, Prof. Services October 2019 $500.00 address redacted accounting, etc.) Long Beach , CA 90802 California Bank & Trust Campaign Paraphernalia, Credit Card Payment $2,333.21 address redacted Miscellaneous Los Angeles , CA 90071 Park Labrea News/Beverly Press Print Ads $285.00 address redacted Los Angeles , CA 90036 Card Service Center Campaign Paraphernalia, Credit Card Payment $1,179.97 address redacted Miscellaneous Dallas , TX 75356 Action Democrats of the San Fernando Meetings and Appearances 1 Ticket 2019 Action Democrats Mimi & Lou Robins Awards Dinner $100.00 Valley [ID: 922441] address redacted Sherman Oaks , CA 91403 Westwood Village Improvement Civic Donations Donation to their Westwood Village access day to go towards $100.00 Association operational needs of the event. address redacted Los Angeles , CA 90024 Gould & Orellana, LLC Professional Services (e.g., legal, Prof. Services November 2019 $500.00 address redacted accounting, etc.) Long Beach , CA 90802 Hillside Federation Meetings and Appearances Sponsorship for Holiday Party $560.00 address redacted Los Angeles , CA 90046 Recipient Committee Campaign Statement Schedule E CA 460 Payments Made FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019 Schedule E Detail (14 Records) Name and Address of Payee Type of Payment Description Amount Paid (if required) LAANE Civic Donations Sponsorship for the City of Justice Awards dinner and eight page $500.00 address redacted color ad. Los Angeles , CA 90017 Democratic Party of the San Fernando Civic Donations Sponsorship and 1/2 page ad to the 2019 Truman Awards $750.00 Valley [ID: 791828] address redacted Long Beach , CA 90802 Card Service Center Campaign Paraphernalia, Credit Card Payment $525.00 address redacted Miscellaneous Dallas , TX 75356 Gould & Orellana, LLC Professional Services (e.g., legal, Prof. Services December 2019 $500.00 address redacted accounting, etc.) Long Beach , CA 90802 Gail Koretz Staff or Spouse Travel, Lodging and Lodging to attend the Democratic Convention in Long Beach $591.73 address redacted Meals (Explain) Los Angeles , CA 90048 Gail Koretz Staff or Spouse Travel, Lodging and Holiday Decorations for Office Party ($45.90) Parking to attend $60.90 address redacted Meals (Explain) LAANE Awards ($15.00) Los Angeles , CA 90048 Recipient Committee Campaign Statement Schedule F CA 460 Accrued Expenses (Unpaid Bills) FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Schedul e F

Schedule F Summary 1. Total accrued expenses this period: (include all Schedule F, column (b) subtotals for accrued expenses of $100 or more, plus unitemized accrued expenses under $100.) $3,201.49 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.) $2,618.21 3. Net change this period. (Subtract Line 2 from Line 1. Enter the net here and on the Summary Page, Column A, Line 9.) $583.28 (May be a negative number)

Schedule F Detail (4 Records) Creditor Code or Description of (a) (b) (c) (d) Payment Outstanding Amount Amount Paid Outstanding Balance Incurred this this Period Balance at Beginning this Period (also report on E) Close of this Period Period California Bank & Trust Campaign Paraphernalia, $2,333.21 $0.00 $2,333.21 $0.00 address redacted Miscellaneous Los Angeles , CA 90071 Credit Card Payment Card Service Center Campaign Paraphernalia, $0.00 $1,476.00 $0.00 $1,476.00 address redacted Miscellaneous Dallas , TX 75356 Credit Card Charges Card Service Center Campaign Paraphernalia, $0.00 $1,725.49 $0.00 $1,725.49 address redacted Miscellaneous Dallas , TX 75356 Credit Card Charges Park Labrea News/Beverly Press Print Ads $285.00 $0.00 $285.00 $0.00 address redacted Los Angeles , CA 90036 Recipient Committee Campaign Statement Schedule G CA 460 Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019

Schedul e G Schedule G Detail Name and Address of Creditor Type of Payment Description Amount Paid (if required) NAME OF AGENT OR INDEPENDENT CONTRACTOR Card Service Center Amazon Office Expenses New coffee pot for City Hall office. $136.86 address redacted Seattle , WA 98109 California Floral Company (see desc) Floral bouquet for Councilmember $65.65 address redacted Los Angeles , CA 90012 Los Angeles County Young Democrats [ID: 921188] Meetings and Appearances 2 Tickets to LA County Young Dem Laurel Awards $250.00 address redacted Sacramento , CA 95815 Starbucks (see desc) 13 holiday gifts-starbucks $20 gift cards for 8 City Hall $280.00 address redacted garage Staff, 5 Sargeant at arms (LAPD) West , CA 90069 Stonewall Democratic Club [ID: 800995] Meetings and Appearances Event Sponsorship Winter Party $500.00 address redacted Long Beach , CA 90802 Treepeople Civic Donations Civic Donation $1,000.00 address redacted Beverly Hills , CA 90210 Tweak (see desc) 19 holiday gifts (books) for 16 Councilmembers, Mayor, $561.74 address redacted City Controller, City Attorney, CLA-Sharon Tso, CAO- Beverly Hills , CA 90212 Rich Llwellyn. West Hollywood Democratic Club [ID: 850089] Meetings and Appearances 2 Tickets and Ad to West Hollywood/Beverly Hills $275.00 address redacted Democratic Club's Democrat of the Year Awards West Hollywood , CA 90046 TOTAL - Card Service Center: $3,069.25 Recipient Committee Campaign Statement Schedule G CA 460 Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) FORM (Government Code Sections 84200-84216.5) NAME OF FILER I.D. NUMBER Statement Period Paul Koretz Officeholder 1300860 from 10/01/2019 to 12/31/2019 Schedule G Detail Name and Address of Creditor Type of Payment Description Amount Paid (if required) NAME OF AGENT OR INDEPENDENT CONTRACTOR Debbie Dyner Harris Domino's Pizza Meetings and Appearances Pizza Lunch for Staff Members $55.23 address redacted Los Angeles , CA 90059 TOTAL - Debbie Dyner Harris: $55.23

Schedule G Detail Name and Address of Creditor Type of Payment Description Amount Paid (if required) NAME OF AGENT OR INDEPENDENT CONTRACTOR Gail Koretz Courtyard by Marriott Candidate Travel, Lodging and Lodging to attend the Democratic State Convention $576.73 address redacted Meals (Explain) in Long Beach Long Beach , CA 90802 TOTAL - Gail Koretz: $576.73