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460 Recipient Committee Campaign Statement - Semi Annual 7-1-22 to 12-31-22Recipient Committee Campaign Statement Cover Page from Statement covers period I Date of election if applicable: 07/01/2022 (Month, Day, Year) SEE INSTRUCTIONS ON REVERSE I through 12/31/2022 1. Type of Recipient Committee: All Committees— Complete Parts 1, 29 3, and 4. Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 3 State Candidate Election Committee Committee 3 Recall 0 Controlled (Also Complete Part 5) O Sponsored ❑ General Purpose Committee (Also Complete Part 6) 3 Sponsored ❑ Primarily Formed Candidate/ 3 Small Contributor Committee Officeholder Committee 3 Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I I.D. NUMBER 1428230 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) J.R. Fruen for Cupertino City Council 2020 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE Cupertino CA 95014 AREACODE/PHONE ( MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 11 /03/2020 Date Stamp Filed Date- 02/01 /202312:00 AM COVER PAGE .- .1 Page 1 of 9 For Official Use Only 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement ./❑ Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Joseph Fruen MAILING ADDRESS CITY STATE ZIP CODE Cupertino CA 95014 AREACODE/PHONE ( NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/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 01/31/2023 By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent or Responsible Officer of 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 (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 CANDIDATE Joseph Fruen OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Cupertino CA 95014 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 ONO 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 ONO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 9 6. Primarily Formed Ballot Measure Committee 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 Listnames 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Amounts may be rounded to whole dollars. Summary Page Statement covers period from 07/01/2022 SUMMARY PAGE through 12/31/2022 Page 3 of 9 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER J.R. Fruen for Cupertino City Council 2020 1428230 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD CALENDAR YEAR Running in Both the State Prima and g Primary (FROM ATTACHED SCHEDULES) TOTAL TO DATE General Elections 1. Monetary Contributions Schedule A, Line 3 $ 304.22 $ 1,872.29 1/1 through 6/30 7/1 to Date 2. Loans Received............................................................ Schedule a, Line 3 0.00 448.05 3. SUBTOTAL CASH CONTRIBUTIONS ............................. Add Lines 1 +2 $ 304.22 $ 2,320.34 20. ContributionsReceived $ $ 4. Nonmonetary Contributions ......................................... Schedule C, Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ............................ Add Lines 3+4 $ 304.22 $ 2,320.34 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 $ Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 13. Cash Receipts.......................................................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ................................ Schedule 1, Line 4 15. Cash Payments........................................................ Column A, Line 8 above 16. ENDING CASH BALANCE ...... Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 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 $ 708.90 0.00 708.90 $ 2,330.46 0.00 $ 2,330.46 0.00 0.00 708.90 $ 2,330.46 404.68 To calculate Column B, 304.22 add amounts in Column A to the corresponding 0.00 amounts from Column B of your last report. Some amounts in Column A may 708.90 0.00 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 0.00 any). 0.00 448.05 Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) *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 to whole dollars. Monetary Contributions Received Statement covers period . - from 07/01/2022 • - .1 SEE INSTRUCTIONS ON REVERSE through 12/31/2022 Page 4 of 9 NAME OF FILER I.D. NUMBER J.R. Fruen for Cupertino City Council 2020 1428230 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) * CODE (IF SELF-EMPLOYED, ENTER NAME THIS PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) ❑ IND J.R. Fruen for Cupertino City Council 2022 ID#1447662❑ COM 7/30/2022 ❑ OTH 184.00 1,068.33 ❑ PTY Cupertino CA 95014 ❑ SCC ❑ IND J.R. Fruen for Cupertino City Council 2022 ID#1447662 ❑•/ COM 7/30/2022 ❑ OTH 29.20 1,068.33 ❑ PTY Cupertino CA 95014 ❑ SCC ❑./ IND Attorney Joseph Fruen ❑ COM self 8/9/2022 ❑ OTH 10.83 978.20 ❑ PTY Cupertino CA 95014 ❑ SCC ❑ IND J.R. Fruen for Cupertino City Council 2022 ID#1447662 ❑•/ COM 8/30/2022 ❑ OTH 50.87 1,068.33 ❑ PTY Cupertino CA 95014 ❑ SCC ❑./ IND Attorney Joseph Fruen ❑ COM self 9/15/2022 ❑ OTH 10.00 978.20 ❑ PTY Cupertino CA 95014 ❑ SCC SUBTOTAL $ 284.90 Schedule A Summary 1. Amount received this period — itemized monetary contribution (Include all Schedule A subtotals.)...................................................................................................... $ 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.) .................. TOTAL $ 304.22 • •• *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 304.22 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) to whole dollars. Monetary Contributions Received Statement covers period from 07/01/2022through 12/31/2022 5of 9 74282U30 NAME OF FILER MBER J.R. Fruen for Cupertino City Council 2020 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) * CODE (IF SELF-EMPLOYED, ENTER NAME THIS PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) ./❑ IND Attorney Joseph Fruen ❑ COM self 10/1/2022 ❑ OTH 9.00 978.20 ❑ PTY Cupertino CA 95014 ❑ SCC ❑./ IND Attorney Joseph Fruen ❑ COM self 12/1/2022 ❑ OTH 10.32 978.20 ❑ PTY Cupertino CA 95014 ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC *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 SUBTOTAL $ 19.32 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Cnhnrl��In A /i`�n�in��i�n Chnn�\ NOTES Notes CALIFORNIA FORM .1 Page 6 of 9 NAME OF FILER I.D. NUMBER J.R. Fruen for Cupertino City Council 2020 1428230 7/30/2022 - J.R. Fruen for Cupertino City Council 2022 - 184.00 - reimbursement of mailchimp 7/30/2022 - J.R. Fruen for Cupertino City Council 2022 - 29.20 - reimbursement of ActBlue merchant service fees 8/30/2022 - J.R. Fruen for Cupertino City Council 2022 - 50.87 - Reimbursement for ActBlue merchant service fees for refunds A mi. +� m y hn r AA SCHEDULE B - PART 1 Schedule B —Part 1"'��"`� "'�' to whole dollars. Statement covers period • - Loans Received - I • , from 07/01/2022 • SEE INSTRUCTIONS ON REVERSE through 12/31/2022 pa e 9 7 of 9 NAME OF FILER I.D. NUMBER J.R. Fruen for Cupertino City Council 2020 1428230 IF AN INDIVIDUAL, ENTER (a)ANDING OUTST (b) (c) (d)ANDI OUTSTNG (a) M (g) FULL NAME, STREET ADDRESS AND ZIP CODE OCCUPATION AND EMPLOYER BALANCE AMOUNT AMOUNT PAID BALANCE AT INTEREST ORIGINAL CUMULATIVE OF LENDER (IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTER I.D. NUMBER) NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD* PERIOD PERIOD LOAN TO DATE Attorney 0 PAID CALENDAR YEAR Joseph Fruen self $ 0.00 $ 248.05 0.00 248.05 $ 978.20 $ 0FORGIVEN PER ELECTION** 6445 Cupertino CA 95014 $ 248.05 $ 0.00 $ 0.00 09/09/2022 $ 0.00 05/21/2022 $ t O IND ❑ COM ❑ OTH ❑PTY ❑SCC DATE DUE DATE INCURRED Attorney PAID CALENDAR YEAR Joseph Fruen self $ 0.00 $ 200.00 0.00 200.00 $ 978.20 $ 0FORGIVEN PER ELECTION** 6445 Cupertino CA 95014 $ 200.00 $ 0.00 $ 0.00 09/09/2022 $ 0.00 05/22/2022 $ t O IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED PAID CALENDAR YEAR $ $ 0.00 / $ $ 0 FORGIVEN PER ELECTION** RATE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED SUBTOTALS $ 0.00 $ 0.00 $ 448.05 $ 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 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.) 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. e E LI NET $ 0.00 (May be a negative number) (Enter (a) on Schedule E, Line 3) *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 131 (Continuation Sheet) Notes NOTES CALIFORNIA ._ i • Page 8 of 9 NAME OF FILER I.D. NUMBER J.R. Fruen for Cupertino City Council 2020 �1428230 5/21/2022 - Fruen Joseph - 0.00 - Loan to cover merchant fees 5/22/2022 - Fruen Joseph - 0.00 - Supplemental loan to cover merchant fees Schedule E Payments Made Amounts may be rounded to whole dollars. Statement covers period from 07/01 /2022 SEE INSTRUCTIONS ON REVERSE I through 12/31/2022 I Page 9 of 9 NAME OF FILER J.R. Fruen for Cupertino City Council 2020 I.D. NUMBER 1428230 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 RAID 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) MailChimp WEB Email delivery service 184.00 Atlanta GA 30308 MailChimp WEB Email delivery service 184.00 Atlanta GA 30308 Sandra Wong RFD 200.00 San Ramon CA 94582 Payments that are contributions or independent expenditures 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).)...................................... 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.). SUBTOTAL $ 568.00 ........... $ 568.00 ............ $ 140.90 ........... $ 0.00 TOTAL $ 708.90 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov