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Home My WebLink About2015_01_28 Form 460 - Yan ZhaoRecipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE 1. Type of Recipient Committee: All Committees — ® Officeholder, Candidate Controlled Committee 0 State Candidate Election Committee O Recall (Also Complete Pail 5) ❑ General Purpose Committee O Sponsored 0 Small Contributor Committee O Political Party/Central Committee Type or print in ink. Statement covers period from 10/19/2014 through 12/31/2014 Complete Parts 1, 2, 3, and 4. ❑ Primarily Formed Ballot Measure Committee 0 Controlled 0 Sponsored (Also Complete Part 6) Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) Date of election if applicable: (Month, Day, Year) 11/4/2014 COVER PAGE IEMTOT Li JAN 2 8 21:5 2. Type of Statement: ❑ Preelection Statement ® Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 3. Committee Information I.D. NUMBER 1358910 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Yan Zhao For Council 2014 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Saratoga CA 95070 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 CITY San Jose STATE ZIP CODE AREA CODE/PHONE CA 95129-3034 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 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. 01/07/2015 Executed on Date Executed on 01/07/2015 Date Executed on Executed on Date Date By By By of Signature of Treasurer or Assistant Treasurer ontrollinng Officeholder, Candidate, State Measure Proponent or Responsible Officer of Sponsor Signature of Controlling Officeholder, Candidate, State Measure Proponent By 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 Type or print in ink. Recipient Committee Campaign Statement Cover Page — Part 2 COVER PAGE - PART 2 CALIFORNIA 460 FORM 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/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 Page 2 of 10 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 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 (866/275-3772) State of California Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 10/19/2014 through 12/31/2014 SUMMARY PAGE Page 3 of 10 NAME OF FILER Yan Zhao For Council 2014 I.D. NUMBER 1358910 Contributions Received Column A TOTALTHIS PERIOD (FROM ATTACHED SCHEDULES) Column B CALENDAR YEAR TOTALTO DATE 1 Monetary Contributions Schedule A, Line 3 $ 4700.00 $ 24965.42 2. Loans Received Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2 $ 4700.00 $ 24965.42 4. Nonmonetary Contributions Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED AddLines3+4 $ 4700.00 $ 24965.42 0.00 0.00 0.00 0.00 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 20. Contributions Received $ 21. Expenditures Made $ 1/1 through 6/30 7/1 to Date Expenditures Made 6. Payments Made Schedule E, Line 4 $ 11318.21 $ 47179.69 7. Loans Made Schedule H, Line 3 0.00 0.00 8. SUBTOTAL CASH PAYMENTS AddLines6+7 $ 11318.21 $ 47179.69 9. Accrued Expenses (Unpaid Bills) Schedule F, Line 3 0.00 0.00 10. Nonmonetary Adjustment Schedule C, Line 3 0.00 0.00 11. TOTAL EXPENDITURES MADE Add Lines 8 + 9 + 10 $ 11318.21 $ 47179.69 Current Cash Statement 12. Beginning Cash Balance Previous Summary Page, Line 16 $ 21423.91 13. Cash Receipts Column A, Line3above 4700.00 14. Miscellaneous Increases to Cash Schedule 1, Line 4 0.01 15. Cash Payments Column A, Line 8above 11318.21 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ 14805.71 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 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* (If 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 Type or print in ink. SCHEDULE A Monetary Contributions Received Amounts may rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE Statement covers period from 10/19/2014 CALIFORNIA 460 FORM through 12/31/2014 Page 4 of 10 NAME OF FILER Yan Zhao For Council 2014 I.D. NUMBER 1358910 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSOENTERI.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) PER ELECTION TO DATE (IF REQUIRED) 10/20/2014 DAWN FPPC #950169 EIND DAWN FPPC #950169 $500.00 $500.00 ►:1 coM 00TH • PTY ❑SCC 10/21/2014 CRE PAC C.A.R. FPPC #890106 • IND CRE PAC C.A.R. FPPC #890106 $2,500.00 $2,500.00 000M •PTY ■ scc 10/29/2014 Elizabeth Xu RIIND ❑coM ❑OTH VP Engineering BMC $1,000.00 $1,000.00 ■ PTY Ill SCC 10/29/2014 Catherine Shen X] IND ❑COM o °TY Realtor Alain Pinel Realtors $200.00 $200.00 ■ scc 11/03/2014 Hsing Kung IND 000M o PTY Partner Acorn Campus Ventures $250.00 $250.00 • scc SUBTOTAL$ 4450.00 Schedule A Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) $ 4700.00 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.) $ 0.00 TOTAL $ 4700.00 `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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule A (Continuation Sheet) Type or print in ink. SCHEDULE A (CONT.) Inv116La1 7 vVI11.111JULIVIlb neueiveu r+nwunwmay oerounaea to whole dollars. Statement covers period from 10/19/2014 CALIFORNIAFORM460 Page 5 of 10 through 12/31/2014 NAME OF FILER Yan Zhao For Council 2014 I.D. NUMBER 1358910 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) AMOUNT RECEIVED THIS PERIOD CUMULATIVE TO CALENDAR YEAR (JAN. 1 - DEC. DATE 31) PER ELECTION TO DATE (IF REQUIRED) 11/04/2014 Dr Changfor CountyBoard 2010 1=I IND Faculty De Anza College $250.00 $250.00 ■ COM � OTH TY ID SCC • IND ■ COM ■OTH ❑ PTY ❑ SCC ■ IND • COM • OTH ❑ PTY • SCC ❑ IND ■ COM • OTH ❑ PTY ■ SCC • IND ❑ COM ❑ OTH E PTY ❑ SCC SUBTOTAL$ 250.00 *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 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Type or print in ink. SCHEDULEB-PART1 JGi 1euuie D— Part 1 Amounts may be rounded Loans Received to whole dollars. SEE INSTRUCTIONS ON REVERSE Statement covers period from 10/19/2014 CALIFORNIA 460 FORM through 12/31/2014 Page 6 of 10 NAME OF FILER Yan Zhao For Council 2014 I.D. NUMBER 1358910 FULL NAME, STREET ADDRESS AND ZIP CODE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) OUTSTANDING BALANCE BEGINNING 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 Yan Zhao tEgl IND ❑ COM ❑ OTH 0 PTY ❑ SCC YM Sales Linear Technology 800.00 0.00 $ X PAID $ 800.00 $ 0.00 0 % $ 800.00 CALENDAR YEAR $ ❑FORGIVEN $ 11/2014 RATE 0.00 $ 9/9/13 PER ELECTION** $ DATE DUE DATE INCURRED t❑ IND ❑ COM$ 0 OTH ❑ PTY ❑ SCC $ ❑ PAID $ $ % $ CALENDAR YEAR $ FORGIVEN El FORGIVEN $ RATE $ ELECTION** $ DATE DUE DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ 0 PAID $ $ % $ CALENDAR YEAR $ ❑ FORGIVEN $ RATE $ PER ELECTION** $ DATE DUE DATE INCURRED SUBTOTALS $ 0.00 $ 800.00 $ 0.00 $ 0.00 Schedule B Summary 1. Loans received this period $ 0.00 (Total Column (b) plus unitemized loans of less than $100.) 800.00 2. Loans paid or forgiven this period $ (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 $ -800.00 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. (May be a negative number) (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 Yan Zhao For Council 2014 CODES: If one of the following codes accurately GNP CNS CTB CVC FIL FND IND LEG LIT campaign paraphernalia/misc. campaign consultants contribution (explain nonmonetary)* civic donations candidate filing/ballot fees fundraising events independent expenditure supporting/opposing others (e legal defense campaign literature and mailings Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period from 10/19/2014 through 12/31/2014 describes the payment, you may enter the code. Otherwise, describe the payment. MBR MTG OFC PET PHO POL POS PRO PRT xplain)* 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 voter registration information technology costs (Internet, e-mail) candidate/sponsor NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTERI.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Alison Tsao Food $161.77 Pacific Printing LIT $5,629.76 ROLF Tables fee $350.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 6141.53 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.) $ 11159.46 158.75 0.00 TOTAL $ 11318.21 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE Type or print in ink. Amounts may be rounded to whole dollars. NAME OF FILER Yan Zhao For Council 2014 Statement covers period 10/1 9/20 14 from through 12/31/2014 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP CNS CTB CVC FIL FND IND LEG LIT 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 SCHEDULE E (CONT.) CALIFORNIA 460 FORM Page 8 of 10 I.D. NUMBER 1358910 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 AMOUNT PAID Tri Hong Food for canvassers $599.86 Hongs Election celebration and Food $1,989.77 Yan Zhao Repay loan $800.00 Tri Hong Canvasser appreciation $758.30 Friends of Children with Special Needs Charity donation $100.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 4247.93 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Type or print in ink. Amounts may be rounded to whole dollars. Statement covers period 10/19/2014 from through 12/31/2014 SCHEDULE E (CONT.) Yan Zhao For Council 2014 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, CMP CNS CTB CVC FIL FND ND LEG LIT 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 NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) 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 Page 9 of 10 I.D. NUMBER 1358910 describe the payment. 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) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Quyen Tran Food $770.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 770.00 FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) Schedule I SCHEDULE I Miscellaneous Increases to Cash Amounts may be rounded to whole dollars. SEE INSTRUCTIONS ON REVERSE Statement covers period 10/19/2014 from CALIFORNIA 460 FORM through 12/31/2014 Page 10 of 10 NAME OF FILER Yan Zhao For Council 2014 I.D. NUMBER 1358910 DATE RECEIVED FULL NAME AND ADDRESS OF SOURCEAMOUNT (IF COMMITTEE, ALSO ENTER I.D. NUMBER) DESCRIPTION OF RECEIPT OF INCREASE TO CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 0.00 Schedule I Summary 1. Itemized increases to cash this period. $ 0.00 2. Unitemized increases to cash of under $100 this period. $ 0.01 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 0.01 Summary Page, Line 14.) TOTAL $ FPPC Form 460 (January/05) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772)