HomeMy WebLinkAboutZhao -2019 semi annual Form 460Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
from
Statement covers period
1 /1 /2019
through 6/30/2019
1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4.
Officeholder, Candidate Controlled Committee
O State Candidate Election Committee
0 Recall
(Also Complete Pert 5)
El General Purpose Committee
O Sponsored
O Small Contributor Committee
O Political Party/Central Committee
❑ Primarily Formed Ballot Measure
Committee
O Controlled
O Sponsored
Aso Complete Parr 6)
❑ Primarily Formed Candidate/
Officeholder Committee
(Nso Complete Pert 7)
Date of election if applicable:
(Month, Day, Year)
11/6/2018
RECEIVED
f'W (..L4.;
CITY OF SARATOGf
COVER PAGE
For Official Use Only
2. Type of Statement:
❑ Preelection Statement
® Semi-annual Statement
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
❑ Quarterly Statement
❑ Special Odd -Year Report
3. Committee Information
I . NUMBER 1358910
COMMIT ttE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Yan Zhao For Council 2018
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
CITY STATE
ZIP CODE AREA CODE/PHONE
OPTIONAL FAX / E-MAIL ADDRESS
Treasurer(s)
NAME OF TREASURER
Perry Gee
MAILING ADDRESS
MAILING ADDRESS
CITY
STATE ZIP CODE
AREA CODE/PHONE
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.
Executed on 07/01/2019
Executed on
Executed on
Executed on
Date
07/01 /2019
Date
Date
Date
By
By
By
By
Signature of Controlling
er. Candidate, State Measure Proponent or Responsible Officer of Sponsor
Signature of Controlling Officeholder. Candidate, State Measure Proponent
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
COVER PAGE - PART 2
CALIFORNIA /� 60
FORM `7' �J
5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee
NAME OF OFFICEHOLDER OR CANDIDATE
Yan Zhao
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Saratoga City Council
RESIDENTIAL/BUSINESSADDRESS (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
CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX)
CITY
STATE ZIP CODE AREA CODE/PHONE
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER
CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX)
CITY
STATE ZIP CODE AREA CODE/PHONE
Page
2
of
7
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
DISTRICT N0. IF ANY
7. Primarily Formed Candidate/Officeholder Committee List names of
officeholders) 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
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
NAME OF FILER
Yan Zhao For Council 2018
Statement covers period
from 1/1/2019
through
6/30/2019
SUMMARY PAGE
CALIFORNIA A C O
FORM �}v
Page 3 of 7
I.D. NUMBER
1358910
Contributions Received
1. Monetary Contributions Schedule A Line 3
2. Loans Received. Schedule B. Line 3
3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2
4. Nonmonetary Contributions Schedule C. Line 3
5. TOTAL CONTRIBUTIONS RECEIVED AddLines3+4
Column A
TOTAL THIS PERIOD
(FROM ATTACHED SCHEDULES)
Column B
CALENDAR YEAR
TOTAL TO DATE
$ 200.00 $ 200.00
0.00 0.00
$ 200.00 $ 200.00
0.00 0.00
$ 200.00 $ 200.00
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 $ $
Expenditures Made
6. Payments Made Schedule E. Line 4 $ 1028 00
7. Loans Made Schedule H. Line 3 0.On
8 SUBTOTAL CASH PAYMENTS ......................... .......... Add Lines 6+7 $ 1028 00
9. Accrued Expenses (Unpaid Bills) .. Schedule F. Line 3 0 00
10. Nonmonetary Adjustment ................ Schedule C. Line 3 0 00
11. TOTAL EXPENDITURES MADE Add Lines 8 + 9 + 10 $ 1028 00
$ 1028.00
O 00
$ 1028 00
O 00
n nn
$ 1028 00
Current Cash Statement
12. Beginning Cash Balance Previous Summary Page. Line 16 $ 12738.86
13. Cash Receipts Column A, Line 3 above 200.00
14. Miscellaneous Increases to Cash Schedule I. Line 4 317.73
15. Cash Payments Column A, Line 8 above 1028.00
16. ENDING CASH BALANCE ......, Add Lines 12 + 13 + 14, then subtract Line 15 $ 12228.59
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED Schedule B. Part 2 $ 0.00
Cash Equivalents and Outstanding Debts
18. Cash Equivalents. See instructions on reverse $ 0.00
19. Outstanding Debts Add Line 2 + Line 9 in Column B above $ 0.00
To calculate Column B,
add amounts in Column
Ato 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
fiied for this calendar year,
only carry over the amounts
from Lines 2, 7, and 9 (if
any).
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(If Subject to Voluntary Expenditure Limit)
Date of Election
(mm/dd/yy)
I / $
Total to Date
*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
MonetaryContributions Received townoieaonars.
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 1 /1 /2019
CALIFORNIA 460
FORM
through 6/30/2019
Page
4 of 7
NAME OF FILER
Yan Zhao For Council 2018
I.D NUMBER
1358910
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I 0 NUMBER)
CONTRIBUTOR
CODE *
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
AMOUNT
RECEIVED THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 DEC.-31)
PER ELECTION
TO DATE
(IF REQUIRED)
02/12/2019
Paul For Council 2018
■ IND
City Council Member
City of Cupertino
$200.00
$200.00
®coM
• OTH
■ scc
• IND
■ COM
• OTH
■ PTY
• SCC
1 ❑ 000❑
nI]ooz
■ IND
• COM
• OTH
■ PTY
• SCC
■ IND
• COM
• OTH
• PTY
• SCC
SUBTOTAL $ 200.00
Schedule A Summary
1. Amount received this period — itemized monetary contributions.
(Include all ScheduleAsubtotals.) $ 200.00
2. Amount received this period — unitemized monetary contributions of less than $100 $ 0.00
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 200.00
*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
Schedule D
Summary of Expenditures
Supporting/Opposing Other
Candidates, Measures and Committees
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
Statement covers period
1/1/2019
from
6/30/2019
through
SCHEDULE D
CALIFORNIA /� 6 O
FORM 'T
NAME OF FILER
Yan Zhao For Council 2018
DATE
02/27/2019
04/28/2019
NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR
MEASURE NUMBER OR LETTER AND JURISDICTION,
OR COMMITTEE
Cortese For Senate 2020 (FPPC
#14035760)
® Support ❑ Oppose
Excellent Saratoga Schools (FPPC
#1417312)
❑ Support ❑ Oppose
TYPE OF PAYMENT
® Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
Expenditure
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
l Independent
Expenditure
❑ Monetary
Contribution
❑ Nonmonetary
Contribution
❑ Independent
Expenditure
DESCRIPTION
(IF REQUIRED)
In kind donation (fund
raiser) - Payment to
Hong's Gourmet
SUBTOTAL $
AMOUNT THIS
PERIOD
$500.00
$500.00
Schedule D Summary
5
Page
of
7
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 - DEC. 31)
$500.00
$500.00
PER ELECTION
TO DATE
(IF REQUIRED)
1000.00
1. Itemized contributions and independent expenditures made this period. (Include all Schedule D subtotals.) $ 1000.00
2. Unitemized contributions and independent expenditures made this period of under $100 $ 0.00
1000.00
3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.) TOTAL $
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
Yan Zhao For Council 2018
Amounts may be rounded
to whole dollars.
Statement covers period
from 1/1/2019
tnrougn6/30/2019
SCHEDULE E
CALIFORNIA 460
FORM
Page 6 of 7
ID NUMBER
1358910
CODES:
CMP
CNS
CTB
CVC
FIL
FND
IND
LEG
LIT
If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
campaign paraphernalia/misc.
campaign consultants
contribution (explain nonmonetary)'
civic donations
candidate filing/ballot fees
fundraising events
Independent expenditure supporting/opposing others (explain)'
legal defense
campaign literature and mailings
MBR
MTG
OFC
PET
PHO
POL
POS
PRO
PRT
member communications
meetings and appearances
office expenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
RAD
RFD
SAL
TEL
TRC
TRS
TSF
VOT
WEB
radio airtime and production costs
returned contributions
campaign workers' salaries
t.v or cable airtime and production costs
candidate travel, lodging, and meals
staff/spouse travel, lodging, and meals
transfer between committees of the same candidate/sponsor
voter registration
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE. ALSO ENTER I D NUMBER)
CODE OR DESCRIPTION OF PAYMENT
Cortese For Senate 2020 (FPPC #14035760)
CTB
AMOUNT PAID
$500.00
Excellent Saratoga Schools (FPPC #1417312)
IND
In kind donation (fund raiser) —Payment to
Hong's Gourmet
$500.00
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
SUBTOTAL $ 1000.00
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 $
1000.00
28.00
0.00
1028.00
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule
SCHEDULE
----------- ----- - --------
Miscellaneous Increases to Cash to whole dollars.
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 1/1/2019
CALIFORNIA 460
FORM
through 6/30/2019
Page 7 of 7
NAME OF FILER
Yan Zhao For Council 2018
I D. NUMBER
1371455
DATE
RECEIVED
FULL NAME AND ADDRESS OF SOURCE
CIF COMMITTEE, ALSO ENTER I D NUMBER)
DESCRIPTION OF RECEIPT
AMOUNT OF
INCREASE TO CASH
3/1/2019
Graffix Dezign
Over payment refund
Ref Invoice 18-109
10/16/2018
300.00
Attach additional information on appropriately labeled continuation sheets.
SUBTOTAL $
300.00
Schedule I Summary
1. Itemized increases to cash this period. $ 300.00
2. Unitemized increases to cash of under $100 this period. $ 17.58
3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) $ 0.00
4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the 317.58
Summary Page, Line 14.) TOTAL $
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov