Loading...
460 Recipient Committee Campaign Statement - Semi Annual 10-20-24 to 12-31-24Recipient Committee Campaign Statement Cover Page SE E INST RUCTIONS ON R E VER SE Statement covers period from 10/20/2024 through 12/31/2024 1. Type of Recipient Committee: All Committees -Complete Parts 1, 2, 3, and 4. IZ) Officeholder, Candidate Controlled Committee D State Candidate Electi o n Committee D Recall /Also Comp/ere Parl 5) D General Purpose Committee § Sponsored Small Contributor Committee Political Party/Central Committee 3. Committee lnfonnation D Primarily Formed Ballot Measure Committee D Controlled D Sponsored (Also Comp/ere Parl 6) D Primarily Formed Candidate/ Officeholder Committee (Also Comp/ere Part 7) 1.0. NUMBER 1472071 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITT EE) Gilbert Wong for Cupertino City Council 2024 STREET ADDR ESS (NO PO BOX ) CITY STATE ZIP CODE Cupertino CA 95013 MAILING ADDRESS (IF DIFF ERENT) NO. AND STRE ET OR P.O. BOX CITY STAT E ZIP CODE OPTIONAL : FAX/ E-MAIL ADDRESS 4. Verification AR EA CODE/PHONE AREA CODE/PHONE Date Stamp COVER PAGE CALIFORNIA 460 FORM Date of election if applicable: (Mont h , Da y, Year) RECEIVED APR -7 2025 Page_l __ of 6 For Official Use Only 11/05/2024 ClJPERTINo cm c J{ 2. Type of Statement: D Preelection Statement IZI Semi-annual Statement D Termination Statement (A lso file a Form 410 Termination) D Amendment (Ex plain below) Treasurer(s) NAM E O F TREASURER Helen Kwan MAILING ADDR ESS CITY Cupertino NAME OF ASS ISTANT TREASURER , IF ANY MAI L ING ADD RESS CITY OPTIONAL FAX/ E-MAIL ADDR ESS STAT E CAA STATE D Quarterly Statement D Special Odd-Year Report ZIP CODE 95014 ZIP CO DE AREA COD E/PHONE AREA CODE/PHONE I have used all reasonable diligence in preparing and revie w ing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete . certify under penally of perjury unde r the laws of the State of California that the foregoing is true and correct. Executed on 41612024 By /~ ~ Date ;-:::::= Executed on 4/6/2024 ---~--5:Daattee----~ Executed on Date Executed on Date By Signatu re of Controlling Officeholder, Candidate, State Measure Proponent By Signature of Controlling Officeholder, Candid ate, 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 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDAT E Gilbert Wong OFFICE SOUGHT OR HELD (INCLUD E LOCATION AND DISTRICT NUMBER IF APPLICABL E) Cupertino Cit Council.member RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE CA ZIP 95014 Cupertino 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 ID. NUMBER NAME OF TREASURER CONTROLL ED COMMITTEE? 0 YES 0 NO COMMITTEE ADDR E SS STREET ADDRESS (NO PO BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME ID. NUM BER NAME OF TREASURER CONTROLL ED COMMITT EE ? 0 YES 0 NO COMMITTEE ADDRESS STREET ADDRESS (NO PO BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE -PART 2 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASUR E BALLOT NO . OR L ETTE R JURISDICTION 0 SUPPORT 0 OPPOSE Identify the controlling officeholder, candidate , or state measure proponent, if any. NAME O F OFFICE HOLDER , CANDIDATE , OR PR OPON ENT 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 OFFIC EH OLD ER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT 0 OPPOSE NAM E OF OFFICEHOLDER OR CANDIDATE OFFIC E SOUGHT OR HELD 0 SUPPORT 0 OPPOSE NAM E OF OFFIC E HOLD ER OR CANDIDATE OFFIC E SOUGHT OR HELD 0 SUPPORT 0 OPPOS E NAME OF OFFIC EH OLDER OR CAND IDATE OFFICE SOUGHT OR HELD 0 SUPPORT 0 OPPOS E 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 NAM E OF FILER Gilbert Wong for Cupertino City Council 2024 Contributions Received 1. Monetary Contributions .. 2. Loans Received ... 3. SUBTOTAL CA SH CONTR IBUT IONS 4 . Nonmonetary Contributions ..... . 5 . TOTAL CONTRIBUTIONS R E CE IV ED .... Schedule A, Une 3 Schedule B, Une 3 Add Unes 1 + 2 Schedule C. Une 3 .... Add Lines 3 + 4 Expenditures Made 6 . Pa yme nts Made ..... 7 . Loans 8. SUBTOTAL CASH PAYMENTS 9. Accrued Expenses (Unpaid Bills) 10 . Non monetary Adjustment... 11 . TOTAL EX PENDITURES MADE Current Cash Statement 12 . Beginni ng Cash Balance 13 . Cash Receipts 14. Miscellaneous In creases to Cash 15 . Cash Payments Schedule E. Une 4 Schedule H. Une 3 Add Lines 6 + 7 Schedule F. Line 3 Schedule C. Line 3 Add Lines 8+ 9+ 10 Previous Summary Page. Line 16 Column A. Line 3 above Schedule I , Line 4 Column A Line 8 above 16 . ENDING CASH BALANCE .. Add Lines 12 + 13 + 14 , then subtract Line 15 If this is a termination statement, Une 16 must be zero . 17 . LOAN GUARANTEES RECEIVED Schedule B , Part 2 Cash Equivalents and Outstanding Debts 18 . Cash Equivalents See instructions on reverse 19. Outstanding Debts ....................... .. Add Line 2 + Line 9 in Column B above $ $ $ $ $ $ Amounts may be rounded to whole dollars. Column A TOTAL THI S PERIOD (FROM ATTACHED SCHEDULES) 18,574.42 90,000.00 98,574.42 0.00 98,574.42 12 ,395,27 0.00 12,395.27 0 .00 0 .00 12,395.27 $ 61,425.90 98,574.42 0.00 12,395.27 $ 14,211.12 $ 0.00 $ 0 .00 $ 90,000 .00 SUMMARY PAGE S tatement covers period from 10/20/2024 CALIFORNIA 460 FORM through 1213112024 Page 3 of 6 Column B CALENDAR YEAR TOTAL TO DATE $ 18 ,574.42 90,000.00 $ 98,574.41 0.00 $ 98,574.42 $ 97,352.40 0 .00 $ 97,352.40 0.00 - 0.00 $ 97,352 .40 To calculate Co lumn B, add amounts in Column A to the corresponding amounts from Column B of your last repo rt . Some amounts in Column A may be negative figures that should be subtracted from previous period amounts . If this is the first report being fi led for this cale ndar year, only carry over the amounts from Lines 2, 7 , and 9 (if any). l.D . NUMBER 1472071 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 . Ex penditures Made $ ____ _ $ ____ _ Expenditure Limit Summary for State Candidates 22 . Cumulative Expenditures Made* (If Subject to Voluntary Ex penditure Limit) Date of Election (m m/dd /yy) __j__j __ __J__J __ 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 Monetary Contributions Received SEE INST R UCT IONS ON R EVERSE NA ME OF FILER Gilbert Wong for Cupertino City Council DATE RE C EIVED FULL NAM E, ST REE T ADD R ESS AND ZI P CODE OF CONTRI BU TOR (IF COMMI TTEE , ALSO ENTER 1.D. NUMB ER ) Schedule A Summary 1. Amount received this period -itemized monetary contributions . Amounts may be rounded to whole dollars. CON TRIBUTO R CODE* O1ND □COM 00TH OPTY □sec □IND □COM 00TH OPTY □sec □IND □coM DOTH □PTY □sec □IND □COM 00TH OPTY □sec □I ND □COM 0 0TH OPTY □sec IF AN IN DIVIDUAL, ENTER OCCUPATION AN D E MPLOY ER (IF SELF-EMPL OY ED . ENTE R NAM E O F BU SINE SS ) SUBTOTAL$ 0.00 Statement covers period from 10/20/2024 th rough 12/31/2024 SCHEDULE A CALIFORNIA 460 FORM Page 4 of _6 __ _ 1.0. NUM BE R 1472071 AMOUN T RECEIV ED T HIS P ER IO D CUMU LAT IV E TO D AT E CALE NDAR YE AR (JAN . 1 -DEC. 31) PE R ELECTION TO DAT E (IF REQUIRED) *Contributor Codes IND -Individual (Include all Schedule A subtotals.) ...................................................... , .......... . ..... $ ____ _ COM -Recipient Committee (other than PTY or SCC) 0TH -other (e.g ., business entity) PTY -Political Party 2. Amount received this period -unitemized monetary contributions of less than $100 ........................... $ _o._oo _____ _ sec -Small Contributor Comm ittee 3. Total ~onetary contributions received this period . . 0 00 (Add Lines 1 and 2 . Enter here and on the Summary Page, Column A, Line 1.) ...................... TOTAL $ • FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule B -Part 1 Loans Received SEE INSTRUCT IONS ON REVERS E NAM E OF FILE R Amounts may be rounded to whole dollars. Giilbert Wong for Cupertino City Council 2024 FULL NAM E, STR EE T ADDRESS AND Z IP CODE OF L END E R (IF COMMITT EE .ALSO ENT ER 1.D. NUMBER) Gilbert Wong 10785 Peninsular Ave Cupertino, CA 95014 t ill IND O COM O 0 T H O PTY O sec t o IND O COM O 0 TH O PTY O SCC t o IND O COM O 0TH O PTY O sec IF AN INDIVIDUAL , E NT ER OCCU PATION ANO EM PL OY ER (I F SELF-E MPLOY ED. ENTE R NAM E OF BUSIN ESS) Trustee, Foothill-De Anza Community College Dist. aJ (b) OU T STANDING AMOUNT B ALANCE REC E IV E D T H IS BEGINNING THIS PER IOD P ER IOD 90 ,000.00 0.00 s s (c) AMOUN T PAID OR FORGIV EN Statement covers period from 10/20/2024 through 12/31/2024 (d) (e) OUTSTANDING INTER EST BALANC E AT PA ID TH IS THIS PER IOD, CLOSE O F THIS PE RIO D PER IOD 0 PA ID 5 0.00 5 90,000 .00 ___ % RATE 0 FORGIVEN I s 5 0.00 DATE DUE 0 PAI D ___ % RATE 0 FORG IV EN I ----s DAT E DU E 0 PAID ___ % 0 FORGIV EN I RAT E ---$ DAT E DUE SCHEDU L E B -PART 1 CALIFORNIA 460 FORM Page _5 __ of_6 __ LO . NUM BE R 1472071 (f) ORIGINAL AMOUNT O F LOAN 5 30,000.0C (g CUMULATIVE :CONTRIBUTIONS TO DATE CALENDAR Y EAR 5 90,000.00 PER ELECTION" I DATE INCU RRE D I I CALENDAR Y EAR I SPER ELECTION" DATE INCURR ED CALENDAR YEAR I SP ER ELECTION" DATE INCUR RE D SUBTOTALS $ 0.00 $ 0.00 $ 90,000.00 $ 0.00 Schedule B Summary 1 . Loans received this period ....................................................... . (Total Column (b) plus unitemized loans of less than $100 .) 2 . Loans paid or forgiven th is 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.) ............... . 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) .... $ 0 .00 ----- . ... $ 90,000 .00 . ........... · · · .. · · · · · · · · ·. NET $ 90,000.00 (May be a negative number) tcontributor Codes IND -Individual COM -Recipient Committee (other than PT Y o r SCC) 0TH -Other (e.g ., business entity) PTY -Political Party sec -Small Contributor Committee FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc .ca .gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made SE E INSTRUCTIONS ON R EVERS E NAM E OF FILER Gilbert Wong for Cupertino City Council 2024 Amounts may be rounded to whole dollars . Statement covers period f 10/20/2024 rom _______ _ through 12/31/2024 SCHEDULE E CALIFORNIA 460 FORM 6 6 Page ___ of __ _ I.D NUM BE R 1472071 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP CNS CTB eve FIL FND IND LEG LIT campaign paraphernalia /misc. campaign consultants contribution (explain nonmonetary)* ci vic donations candidate filing /ballot fees fundrais ing events independent ex penditure supporting /opposing others (expla in)* legal defense campaign literature and mailings N AM E AND ADDRESS OF PAYEE (IF COMMITT EE , ALSO ENTER I.D. NUM BE R) Precesion Communication . Lewes, DE 19958 Axial Media and Communication Oakland, CA 94605 MBR MTG OFC PET PHO POL POS PRO PRT member communicat ions meetings and appearances office ex penses petition circulating phone banks polling and survey research postage , delivery and messenger serv ices professional services (l egal, accounting ) print ads COD E OR POL CNS * Payments that are contributions or independent ex penditures must also be summarized on Schedule D . Schedule E Summary 1. Itemized payments made this period . (Include all Schedule E subtotals.) .............. . 2 . Unitemized payments made this period of under $100 ......................................... . 3. Total interest paid this period on loans . (Enter amount from Schedule B , Part 1 , Column (e).) .... RAD radio airtime and production costs RFD returned contributions SAL campaign workers ' salaries TEL t.v. or cable airtime and production costs TRC candidate travel , lodging , and meals TRS staff/spouse travel , lodging , and meals TSF transfer between committees of th e same candidate/sponsor VOT voter registration WEB information technology costs (internet , e-mail ) D ESCRIPTION O F PAYM ENT AMOUNT PAID 8,892.75 3,502.5 2 SUBTOTAL$ 12,395 .27 12,395.27 ..$ _____ _ ...... $ _o_.oo ___ _ . ................ $ _o_.oo ___ _ 4 . Total payments made this period . (Add Lines 1, 2 , and 3. Enter here and on the Summary Page , Column A , Line 6 .) ........ . TOTAL $ 12,395 .27 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov