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)