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Home My WebLink About2014_10_22 Form 460 - Yan Zhao Recipient Committee Type or print in ink. Date Stamp COVER PAGE Campaign StatementCALIFORNIA Cover Page ' (Government Code Sections 84200-84216.5) UT2 1 of 9 Statement covers period Date of election if applicable:from 10/01/2014 (Month, Day,Year) or Official Use Only ! T2'SEE INSTRUCTIONS ON REVERSE through 10/18/2014 11/4/2014 1. Type of Recipient Committee: All Committees-Complete Parts t,2,3,and 4. 2. Type of Statement: ® Officeholder,Candidate Controlled Committee ❑ Primarily Formed Ballot Measure ❑ Preelection Statement ❑ Quarterly Statement Q State Candidate Election Committee Committee ® Semi-annual Statement ❑ Special Odd-Year Report Q Recall O Controlled ❑ Termination StatementSupplemental Preelection (Also Complete Part 5) O Sponsored (Also file a Form 410 Termination) ❑ Statement-Attach Form 495 (Also Complete Part 6) ❑ General Purpose Committee ❑ Amendment(Explain below) Q Sponsored ❑ Primarily Formed Candidate/ Q Small Contributor Committee Officeholder Committee O Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1358910 Treasurer(s) COMMITTEE NAME(OR CANDIDATE'S NAME IF NO COMMITTEE) NAME OF TREASURER Yan Zhao For Council 2014 Perry Gee MAILING ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE San Jose CA 95129-3034 CITY STATE ZIP CODE AREA CODE/PHONE NAME OF ASSISTANT TREASURER, IF ANY Saratoga CA 95070 MAILING ADDRESS (IF DIFFERENT)NO.AND STREET OR P.O. BOX MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX/E-MAIL ADDRESS 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 10/18/2014 By Date Signature of Treasurer or Assistant Treasurer Executed on 10/18/2014 By DateSi of ontrollingOfficeholder,Candidate, t easureProponentorResponsibleOfficero(Sponsor Executed on By Date Signature of Controlling Officeholder,Candidate.State Measure Proponent Executed on By Date Signature of Controlling Officeholder,Candidate,State Measure Proponent FPPC Form 460(January/OS) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) State of California Recipient Committee Type or print in ink. COVERPAGE-PART2 Campaign Statement CALIFORNIA F' Cover Page—Part 2 RM 460 Page 2 of 9 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Yan Zhao OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION PEI SUPPORT Saratoga City Council OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Saratoga CA 95070 Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT 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 OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Candidate/Officeholder Committee List names of ❑ YES F-1 NO officeholder(s)or candidate(s)for which this committee is primarily formed. COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEE NAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ YES ❑ NO ❑ SUPPORT COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) F-1 OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) State of California Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Amounts may be rounded Statement coverseriod Summary Page to Whole dollars. p • ' 460 from 10/01/2014 FORM SEE INSTRUCTIONS ON REVERSE through 10/18/2014 Page 3 of 9 NAME OF FILER I.D. NUMBER Yan Zhao For Council 2014 1358910 Column Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR (FROM ATTACHED SCHEDULES) TOTALTODATE Running in Both the State Primary and 00 1. Monetary Contributions ........................................... schedule A,Line 3 $ 2000. $ 20265.42 General Elections 2. Loans Received ...................................................... Schedule e,Line 3 0.00 0.00 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 2000.00 $ 20265.42 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 2000.00 $ 20265.42 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 16265.47 $ 35861.48 Candidates 7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ 16265.47 $ 35861.48 (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 0.00 0.00 Date of Election Total to Date 10.Nonmonetary Adjustment ..........................................Schedule C,Line 3 0.00 0,00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 16265.47 $ 35861.48 �_� $ Current Cash Statement $ 38 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 35689. To calculate Column B,add 13.Cash Receipts ................................................... column A,Line 3 above 2000.00 amounts in Column A to the 00 corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0. from Column B of your last reported in Column B. 15.Cash Payments.................................................. column A,Line 8 above 16265.47 report. Some amounts in 2142391 Column A may be negative . 16.ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17.LOAN GUARANTEES RECEIVED........................... Schedule a,Part 2 $ 0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,7,and 9(if 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 any). 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 800.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Schedule A Type or print in ink. SCHEDULE A Amounts may be rounded Statement covers Monetary Contributions Received to Whole dollars. periodCALIFORNIA 460, ' from 10/01/2014 FORM SEE INSTRUCTIONS ON REVERSE through 10/18/2014 Page 4 of 9 NAME OF FILER I.D. NUMBER Yan Zhao For Council 2014 1358910 DATE FULL NAME,STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE,ALSO ENTER I.D.NUMBER) CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED,ENTER NAME PERIOD (JAN.1-DEC.31) (IF REQUIRED) OF BUSINESS) 10/10/2014 Robert H Swanson ®IND ❑com Management $1,000.00 $1,000.00 ❑scc RIND 10/10/2014 Liz Dodson E]Com Self Employed $1,000.00 $1,000.00 ❑scc ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC ❑IND ❑COM ❑OTH ❑PTY ❑SCC SUBTOTAL$ 2000.00 Schedule A Summary "Contributor Codes 1. Amount received this period-itemized monetary contributions. IND-Individual (Include all Schedule A subtotals.) $ 2000.00 COM-Recipient Committee (other than PTY or SCC) OTH—Other(e.g., business entity) 2. Amount received this period-unitemlzed monetary contributions of less than$100 .............................$ 0,00 PTY-Political Party 3. Total monetary contributions received this period. SCC-Small Contributor committee (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)....................... TOTAL $ 2000.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Type or print in ink. SCHEDULEB-PART1 Schedule B—Part 1 Amounts may be rounded Statement covers period CALIFORNIA Loans Received to whole dollars. from 10/01/2014 FORM 460 SEE INSTRUCTIONS ON REVERSE through 10/18/2014 pa__�T of 9 NAME OF FILER I.D. NUMBER Yan Zhao For Council 2014 1358910 FULL NAME,STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OUTSTANDING (b) (c) (d) (e) (f) (g) OCCUPATION AND EMPLOYER AMOUNT AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OF LENDER BALANCE BALANCEAT (IF COMMITTEE,ALSO ENTER I.D.NUMBER) (IF SELF-EMPLOYED, BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNTOF CONTRIBUTIONS NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Yan Zhao Sales ❑PAID CALENDARYEAR $ $ 800.00 0 0 $ 800.00 $ $ 800.00 $ 0.00 $ 11/2014 $ 0.00 9/9/13 $ t IpI IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED Y�I ❑PAID CALENDAR YEAR ❑FORGIVEN RATE PER ELECTION** $ $ $ $ $ t❑ IND ❑ COM ❑ OTH F] PTY ❑ SCC DATE DUE DATE INCURRED ❑PAID CALENDARYEAR E]FORGIVEN FORGIVEN PER ELECTION** t❑ IND ❑ COME] $ $ $ $ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ 0.00 $ 0.00 $ 800,00 $ 0,00 (Enter(e)on Schedule B Summary Schedule E,Line 3) 1. Loans received this period.................................................................................................................... $ 0.00 (Total Column(b)plus unitemized loans of less than$100.) tContributor Codes 0.00 IND—Individual 2. Loans paid or forgiven this period ......................................................................................................... $ COM—Recipient Committee (Total Column(c)plus loans under$100 paid or forgiven.) (other than PTY or SCC) (Include loans paid by a third party that are also itemized on Schedule A.) OTH—Other(e.g.,business entity) PTY—Political Party 3. Net change this period. Subtract Line 2 from Line 1. 0.00 SCC-Small Contributor Committee 9 P ( )............................................................... NET $ Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) *Amounts forgiven or paid by another party also must be reported on Schedule A. **If required. FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Schedule D Summary of Expenditures Type or print in ink. Statement covers period SCHEDULED Amounts maCALIFORNIAy Supporting/Opposing Other Amobe roundedto whole dollars. 1 Candidates, Measures and Committees from 10/01/2014 FORM SEE INSTRUCTIONS ON REVERSE through 10/18/2014 Paye 6 of 9 NAME OF FILER I.D. NUMBER Yan Zhao For Council 2014 1358910 NAME OF CANDIDATE,OFFICE,AND DISTRICT,OR CUMULATIVE TO DATE PER ELECTION DATE TYPE OF PAYMENT DESCRIPTION AMOUNTTHIS CALENDAR YEAR TO DATE MEASURE NUMBER OR LETTER AND JURISDICTION, (IF REQUIRED) PERIODJAN.1-DEC.31) (IF REQUIRED OR COMMITTEE ( ) 10/1/14 Paul Fong for San Jose City ® Monetary 500.00 500.00 500.00 Council 2014 Contribution FPPC # 1326111 ❑ Nonmonetary Contribution ❑ Independent (� Support ❑ Oppose Expenditure 10/1/14 Tam for BART 2014 Monetary 200.00 200.00 200.00 FPPC # 1321505 Contribution ❑ Nonmonetary Contribution ❑ Independent ® Support ❑ Oppose Expenditure ❑ Monetary Contribution ❑ Nonmonetary Contribution Independent ❑ Support ❑ Oppose Expenditure SUBTOTAL $ 700.00 Schedule D Summary 1. Itemized contributions and independent expenditures made this period. Include all Schedule D subtotals. 700.00 2. Unitemized contributions and independent expenditures made this period of under$100 ..................................................................................... $ 0.00 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2. Do not enter on the Summary Page.)Pa e. 700.00 ............ TOTAL $ FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Schedule E Type or print in ink. Statement covers period SCHEDULE E Payments Made Amounts may be rounded from CALIF• - 460 ', ' Y to whole dollars. 10/01/2014 FORM 10/18/2014 7 9 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Yan Zhao For Council 2014 1358910 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 FIL 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 I.D.NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Paul Fong for San Jose City Council 2014 (FPPC#1326111) Tam for BART 2014 (FPPC#1362183) Instant Tek Solutions * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 1300.00 Schedule E Summary 1. Itemized payments made this period. Include all Schedule E subtotals. 16038.59 2. Unitemized payments made this period of under$100 .......................................................................................................................................... $ 226.88 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.) ............................. TOTAL $ 16265.47 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) SCHEDULE ECONT. Schedule E Type or print in ink. Statement covers period ( ) (Continuation Sheet) Amounts may be rounded P • to whole dollars. • Payments Made from 10/01/2014 SEE INSTRUCTIONS ON REVERSE through 10/18/2014 Page 8 of 9 NAME OF FILER I.D.NUMBER Yan Zhao For Council 2014 1358910 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CFVP 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 FIL 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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE,ALSO ENTER I.D.NUMBER) Pacific Printing Gill Reprographics Inc Perry Gee Instant Tek Solutions Tri Hong *Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 9196.51 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) Schedule E Type or print in ink. SCHEDULE E(CONT.) Statement covers period Continuation Sheet) Amounts may berounded 10/01/2014 .� CALIFORNIA ' Payments Made rfrom SEE INSTRUCTIONS ON REVERSE through 10/18/2014 page 9 of 9 NAME OF FILER I.D.NUMBER Yan Zhao For Council 2014 1358910 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. C1VIP 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 FIL candidate filing/ballot fees PHO phone banks TRC candidate travel,lodging,and meals FIND 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 CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID (IF COMMITTEE,ALSO ENTER I.D.NUMBER) Pacific Printing Perry Gee "Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 5542.08 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772)