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HomeMy WebLinkAbout2014_01_08 Form 460 - Emily Lo - Semi Annual1 Recipient Committee Campaign Statement Cover Page (Govemment Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Type or print in ink. Statement covers period from October 19, 2014 through December 31, 2014 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee Q State Candidate Election Committee Q Recall (Also Complete Part 5) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Party/Central Committee ❑ Primarily Formed Ballot Measure Committee Q Controlled Q Sponsored (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part n Date of election if applicable: (Month, Day, Year) 11/04/2014 Date Stamp 11i to J B4' Jr,N COVER PAGE CALIFORNIA 460 ¶ORM Pale of 6 or Official Use Only 2. Type of Statement: ❑ Preelection Statement 2 Semi-annual Statement VI Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 3. Committee Information I.D. NUMBER 1368398 COMMITTEE NAME (OR CANDIDATES NAME IF NO COMMITTEE) Re-elect Emily Lo for Saratoga City Council 2014 STREET ADDRESS (NO P.O. BOX) CITY Saratoga STATE ZIP CODE CA 95070 AREA CODE/PHONE ( 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 Beverly Harada MAILING ADDRESS CITY Saratoga STATE ZIP CODE CA 95070 AREA CODE/PHONE ( NAME OF ASSISTANT TREASURER, IF ANY 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 Mb information contained herein and in the attached schedules is true and complete. I certify under penalty of perjury under the Is of the State of California that the foregoing is true and correct. Executed on Executed on Executed on Executed on V'e 373 / By ature opreatlutor Assistant Treasurer 6.r - Date Date By By By Signature of Controlling Officeholder, Candidat G 'K1easure 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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) State of California Recipient Committee Campaign Statement Cover Page — Part 2 Type or print in ink. 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE Emily Lo OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Saratoga City Council RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Saratoga, CA 95070 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) CITY 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 NAME OF BALLOT MEASURE COVER PAGE - PART 2 BALLOT NO. OR LETTER IJURISDICTION ❑ SUPPORT 0 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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/2753772) State of California Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE NAME OF FILER Re-elect Emily Lo for Saratoga City Council 2014 Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from October 19, 2014 through December 31, 2014 SUMMARY PAGE Page 3 of 6 I.D. NUMBER 1368398 Contributions Received 1 Monetary Contributions Schedule A, Line 3 2. Loans Received Schedule 8, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1+2 4. Nonmonetary Contributions Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 + 4 Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 2,530.98 -3667 -1,136.02 0 -1,136.02 $ Column B CALENDAR YEAR TOTAL TO DATE 15, 271.98 0 15,271.98 0 15,271.98 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 7. Loans Made Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS Add Lines 6 + 7 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 $ 736.85 $ 0 $ 736.85 $ 0 0 $ 736.85 15,271.98 0 15,271.98 0 0 $ 15,271.98 Current Cash Statement 12. Beginning Cash Balance Previous Summary Page, Line 16 $ 1,872.87 13. Cash Receipts Column A, Line 3 above 14. Miscellaneous Increases to Cash Schedule I, Line 4 15. Cash Payments Column A, Line 8 above 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 0 If this is a termination statement, Line 16 must be zero. -1,136.02 0 736.85 17. LOAN GUARANTEES RECEIVED Schedule s, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents 19. Outstanding Debts See instructions on reverse $ Add Line 2 + Line 9 in Column B above $ To calculate Column B, add amounts in Column A to 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 filed 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' Of Subject to Voluntary Expenditure Limit) Date of Election (mm/dd/yy) $ Total to Date `Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE NAME OF FILER Re-elect Emily Lo for Saratoga City Council 2014 Type or print in ink. Amounts may be rounded to whole dollars. SCHEDULE A Statement covers period from October 19, 2014 through December 31, 2014 Page 4 I.D. NUMBER 1368398 of DATE RECEIVED 12/31/2014 FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. 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) 6 PER ELECTION TO DATE (IF REQUIRED) Emily Lo Saratoga, CA 95070 [Z] IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Candidate Business Owner Motivation Plus 2,233.98 8,233.98 ❑ IND 0 COM 0 OTH ❑PTY ❑ SCC ❑IND 0 COM 0 OTH 0 PTY 0 SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND 0 COM ❑ OTH ❑ PTY ❑ SCC Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) $ SUBTOTAL$ 2,233.98 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.) 2,233.98 297 TOTAL $ 2,530.98 '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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) SCHEDULE B - PART 1 ,cneaule is — rart 1 Amounts may be rounded Loans Received to whole dollars. SEE INSTRUCTIONS ON REVERSE Statement covers period from October 19, 2014 CALIFORNIA 460 FORM through December 31, 20� Page 5 of 6 NAME OF FILER Re-elect Emily Lo for Saratoga City Council 2014 I.D. NUMBER 1368398 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE, ALSO ENTERI.D. NUMBER) IF AN INDIVIDUAL, ENTER OCC(FSELF-EEMPLOYED,ENTEOYER NAME OF BUSINESS) (a) OUTSTANDING BALANCE BEGINN NG THIS PERIOD (b) AMOUNTAMOUNT RECEIVED THIS PERIOD (c) PAID OR FORGIVEN THIS PERIOD* (d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (e) INTEREST PAID THIS PERIOD (f) ORIGINAL AMOUNT OF LOAN (g) CUMULATIVE CONTRIBUTIONS TO DATE Emily Lo Saratoga, CA 95070 to IND 0 COM 0 OTH 0 PTY 0 SCC Candidate Business Owner Motivation Plus $ 2767 $ 0 PAID $ 533.02 $ 0 0 % $ 2767 CALENDAR YEAR $ 3946.63 Q FORGIVEN $ 2233.98 12/31/14 RATE $ 0 PER ELECTION $ 09/04/14 DATE DUE DATE INCURRED Emily Lo Saratoga, CA 95070 to IND 0 COM 0 OTH 0 PTY 0 SCC Candidate Business Owner Motivation Plus $ 900 $ 0 Q PAID $ 900 $ 0 0 % $ 900 CALENDAR YEAR $ 3946.63 0 FORGIVEN $ 12/31/14 RATE $ 0 PER ELECTION** $ 08/24/14 DATE DUE DATE INCURRED Emily Lo Saratoga, CA 95070 to IND 0 COM 0 OTH 0 PTY 0 SCC Candidate Business Owner Motivation Plus $ 0 $ 209.63 Q PAID $ 209.63 $ 0 0 $ 209.63 CALENDAR YEAR $ 3946.63 o FORGIVEN $ 12/31/14 RATE $ 0 PER ELECTION $ 10/31/14 DATE DUE DATE INCURRED SUBTOTALS $ 0 $ 3876.63 $ 0 $ 0 Schedule B Summary 1. Loans received this period $ 279.63 (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period $ 3946.63 (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 $ -3667 (May be a negative number) 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. ** If required. (Enter(e) on Schedule E, Line 3) tContributor 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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from October 19, 2014 through December 31, 206 SCHEDULE E CALIFORNIA w 60 FORM �} V Page 6 of 6 Re-elect Emily Lo for Saratoga City Council 2014 I.D. NUMBER 1368398 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 CNP CNS CTB CVC FIL FND IND LEG LIT campaign paraphemalia/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 RAD RFD SAL TEL TRC TRS TSF VOT WEB radio airtime and production costs retumed 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 (intemet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Minicakes by Tasha Saratoga, CA 95070 MTG Election Night Event - Dessert 120 Our Lady of Fatima Villa Saratoga, CA 95070 MTG Election Night Event - Food 220 Facebook Menlo Park, CA 94025 WEB Facebook Advertisements 209.63 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS 549.63 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 $ 549.63 187.22 0 736:85 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/2754772)