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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