460 Recipient Committee Campaign Statement - Semi-Annual 8-29-23 to 12-31-23Recipient Committee
Campaign Statement
Cover Page
Statement covers period
from 8/29/2023
SEE INSTRuCTIONS ON REVERSE through 12/31/2023
1. Tape Of Recipiem Commiffee: All Committees - Complete Parts 1, 2, 3, and 4.
[ZI Officeholder, Candidate Controlled Committee € Primarily Formed Ballot Measure
0 State Candidate Election Committee Committee
ORecall OControlled
(pisocompbreparts) OSponsored
(Also Compbke Parl6]
[1 General Purpose Committee
0 Sponsored € Primarily Formed Candidate/
0 Small Contributor Commit!ee Officeholder Committee
0 Political Party/Central Committee (phocompbbpaai)
3. Committee Information 'D NuMBER
1382149
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Gilbert Wong for Cupertino City Council 2024
STREET ADDRESS (NO P O BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
Cupertino CA 95014
MAILINGADDRESS(IFDIFFERENT)NO ANDSTREETORPO BOX
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL FAX/E-MAILADDRESS
Date of election if applic
(Month, Day, Year)
':OVER FAGE
,ECY!"VE
JAi'! ,:i i' 2g)4 For Official use Only
11/5/2024 CU)ERTINOCITYCLEPK
2. Type of Statement:
€ Preelection Statement
(Z] Semi-annual Statement
€ Termination Statement
(Also file a Form 410 Termination)
€ Amendment (Explain be(ow)
€ Quarterly Statement
€ Special Odd-Year Report
Treasurer(s)
NAME OF TREASU RER
Helen Kwan
MAILING ADDRESS
CITY
Cupertino
NAME OF ASSISTANT TREASURER. IF ANY
Gilbert Wong
MAILING ADDRESS
CITY
Cupertino
OPTIONAL FAX/E-MAILADDRESS
STATE ZIP CODE
CA 95014
STATE ZIP CODE
CA 95014
AREA CODE/PHONE
AREA CODE/PHONE
4. Verification
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.
certify under penalty of perjury under the laws of the State of California that the Toregoing is true and correct.
Executed nn 1/31/2024
Date
Executed rin
1/31/2024
Date
Executed on
Executed nn
Date
Date
Fly
Fly
Signature oT Controlling Offlceholder, Candidate, State Measure Ptoponent
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
COVER PAGE - PART 2
Recipient Committee
Campaign Statement
Cover Page - Part 2
Page of 6
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
Gilbert Wong
OFFICE SOLIGHT OR HELD (INCLUDE LOCATION AND DISTRICT NtJMBER IF APPLICABLE)
Cupertino Councilmember
RESlDENTIAUBtJSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP
Cupertino CA 95014
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASLIRE
Identify the controlling officeholder, candidate, or state measure proponent, if any.
NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT
Related Comm!ffees NOt Included in th!S Statement: Listany 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.
I.D. NUMBERCOMMITTEE NAME
NAME OFTREASURER
OFFICE SOUGHT OR HELD
[] supposr
[1 0PPOSE
OFFICE SOlJGHT OR HELD
[] suppos'r
[1 0PPOSE
OFFICE SOUGHT OR HELD
[2] suppotzr
[1 0PPOSE
OFFICE SOUGHT OR HELD
[] supposr
[1 0PPOSE
COMMITTEE ADDRESS
CITY
CONTROLLED COMMITTEE?
€ YES € NO
STREET ADDRESS (NO p.o. BOX)
STATE ZIPCODE AREACODE/PHONE
7. Primarily Formed Candidae/Officeholder Commiffee Listnames of
officeholder(s) or candidate(s) for which this committee is primarily formed.
NAME OF OFFICEHOLDER OR CANDIDATE
NAME OF OFFICEHOLDER OR CANDIDATE
COMMITTEE NAME
NAME OFTREASuRER
I.D. NUMBER
NAME OF OFFICEHOLDER OR CANDIDATE
COMMITTEE ADDRESS
CITY
CONTROLLED COMMITTEE?
€ YES € NO
STREET ADDRESS (NO p.o. BIX)
STATE ZIP CODE AREA CODE/PHONE
NAME OF OFFICEHOLDER OR CANDIDATE
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
Summatay Page
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Gilbert Wong for Cupertino City Council 2024
Contributions Received
Amounts may be rounded
to whole dollars.
Column A
TOTALTHIS PERIOD
(FROM ATTACHED SCHEDuLES)
1. MonetaryContributions................................................... sche:tutep,tinea
2. Loans Received................................................................ scheaute s, tine s
3. SUBTOTAL CASH CONTRIBUTIONS.............................. AddLines 1 +2
4. NonmonetaryContributions............................................ scheaurec,tines
5. TOTAL CONTRIBUTIONS RECEIVED .................AddLines3*4
Expenditures Made
6. Payments Made.........................
7. Loans Made................................
8. SUBTOTALCASH PAYMENTS...
9. Accrued Expenses (Unpaid Bills)..
10 NonmonetaryAdjustment........
11 . TOTAL EXPENDITURES MADE
Schedule E, Line 4 S
Schedule H, Line 3
Add Lrnes 6 + 7
... Schedule F, Line 3
............ Schedule C, Line 3
........ Add Lines 8 + 9 + 10
Current Cash Statement
12. Beginning Cash Balance............................ r:irevtous summaryr"age, trne '16
14. Miscellaneous Increases to Cash.................................. scheaure r, ttnep
15. Cash Payments......................................................... corumn A, une a above
16. ENDING CASH BALANCE ..................poritines 72 + is + u, then subtractttne 75
If this is a temination statement, Line 16 must be zero.
$ 1,453.54
30,000.00
$ 31,453.54
0.00
.s 31,453.54
5460.52
0.00
.'ti 5460.52
0.00
0.00
$ 5460.52
$ 0.00
31,453.00
0.00
5460.52
$ 25,992.48
17. LOAN GUARANTEES RECEIVED.ScheduleB, Part2 $
Cash Equivalents and Outstanding Debts
19. OutStanding Debts.............................. Add Line 2 + Line 9 in Column B above $ ao,ooo.oo
ScheduleB, Part2 $ O'o
Statement covers period
from 8/29//2023
through 12/31/2023
SL'MMARY PAGE
Page
.o. NUMBER
1382149
Column B
CALENDAR YEAR
TOTAL TO DATE
.'g 1,453.54
30,000.00
.'ti 31,453.54
0.00
.'s 31,453.54
.'ti 5460.52
0.00
.'g 5460.52
0.00
0.00
.'s 5460.52
15 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
11 i:- :S thle f:rS{ repor+ 5etng
filed for this calendar year,
only carry over the amounts
from Lines 2, 7, and 9 (if
any).
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 S
21. Expenditures
Made $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made"
(If Sublectto Voluntary Expendituna 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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule A
Monetary Contributions Received
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
Statement covers period
from 8/29/2023
thrnnrlh
12/31/2023
SCHEDU'E A
Page
NAME OF FILER
GilbertWong for Cupertino City Cound 2024
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF
CONTRIBUTOR
(IF COMMITTEE. ALSO ENTER I D NUMBER)
8/29/2023 Gilbert Wong for Foothill De Anza Community
Conege District 2024
CONTRIBUTOR
CODE "
glND
[Z] COM
g OTH
g PTY
g SCC
[]IND
€ COM
[] OTH
g PTY
[2] SCC
€ IND
€ COM
€ OTH
€ PTY
g scc
glND
g COM
g OTH
[1 PTY
[] SCC
glND
g COM
g OTH
g PTY
g SCC
IF AN INDMDuAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED. ENTER NAME
OF BUSINESS)
FPPC#1382149
AMOUNT
RECEIVED THIS
PERIOD
$1453.54
SUBTOTAL $
Schedule A Summary
1. Amount received this period-itemized monetary contributions.
(Include all Schedule A subtotals.)......................
2. Amount received this period - unitemized monetary contributions of less than $100
1453.54
.'g o.oo
3. Total monetary contributions received this period.
(Add Lines 4 and 2. Enter here and on the Summary Page, Column A, Line L)......................TOTAL $ 145354
I.D. NUMBER
1382149
CLlMlJLATlVE TO DATE
CALENDAR YEAR
(JAN. 1 - DEC. 31)
$1453.54
PER ELECTION
TO DATE
(IF REQulRED)
'Contributor Codes
IND - Individua
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other (e.g., business entity)
PTY - Political Party
SCC - Small Contributor Commmee
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule B - Part I
Loans Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Gilbert Wong for Cupertino City Council 2024
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF COMMITTEE, ALSO ENTER I D NUMBER)
Gilbert Wong
Cupertino, CA 95014
'IZI IND € COM [] OTH [] PTY g scc
j g IND g COM g OTH g PTY g SCC
ig IND g COM [3 0TH [] PTY [] SCC
Amounts may be rounded
to whole dollars.Statement covers period
from 8/29/2024
th h 12/31/2024roug
F AN INDMDLIAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYE€, ENTER
NAME OF BUSINESS)
Tmstee, Foothill De Anza
Community College
District
la) (b) IC)
OLITSTANDING gxouxr AMOLINT PAID
BALANCE RECEIVEDTHIS ORFORGIVEN
BEGINNING """ PERIOD THIS PERIOD
PERIOD
g PAID
0.00
g FORGIVEN
30,000 0.00
€ PAID
€ FORGIVEN
g PAID
g FORGIVEN
ld)
OLITSTANDING
BALANCE AT
CLOSE OF THIS
PERIOD
$ 0.00
DATE DUE
DATE DUE
DATE [)UE
le)
NTEREST
PAID THIS
PERIOD
%
RATE
$ 0.00
%
R AT E
%
R AT E
SCHEDULE B - PART 1
Page 2 of 9
D. NUMBER
1382149
lj) Ig)
ORIGINAL CUMULATIVE
AMOLINTOF CONTRIBuTIONS
LOAN TO DATE
C ALEND AR YEAR
30,000 30,@@@
PER ELECTION
12/2/2023
S
DATEINCuRRED
CALENDAR YEAR
PER ELECTION
DATE INCURRED
CALENDAR YEAR
PER ELECTION
DATE INCLIRRED
SUBTOTALS $ 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.)
3. Net change this period. (Subtract Line 2 from Line 1.).................
Enter the net here and on the Summary Page, Column A, Line 2.
$ 0.00 $ 0.00
30,000.00
. NET $
30,000.00
$ 0.00
(Enter (e) on Schedule E, Line 3)
jContributor Codes
ND - Individua
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other (e.g., business entity)
PTY - Politi>l Party
SCC - Small Contributor Committee
(May be a negative number)
"Amounts forgiven or paid by another party also must be reporked on Schedule A.
" If required.FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
SCHEDULE E
Schedule E
Payments Made
Amounts may be rounded
to whole dollars.
Statement covers period
fro, 8/29/2023 g7i!)
s
,i
s
IQ.
q>l
I :.
Ia
)l'
t
I )(!U Q-
ffl
h
Iu
]i I 16 II s.s
throunh 12/31/2023
i s is II xi z a
66
gang nfI 1-19 %. _ All _
I.D. NUMBER
1382149
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
GilbertWong for Cupertino City Council 2024
CODES: IF one or 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 NllMBER)
CODE OR DESCRIPTION OF PAYMENT AMOUNT PAI D
Secretary of State
Sacamento, CA 95814
FIL Annual Fee and Penalty 2023 200.00
Disniptive Strategies Group
Las Vegas, NV 89103
WEB Website 5,260.52
" Payments that are contributions or independent expenditures must also be summarized on Schedule D.
Schedule E Summary
SUBTOTAL $ 5460.52
1. Itemized payments made this period. (Include all Schedule E subtotals.).....
2. Unitemized payments made this period of under $100................
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).).......
4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.).
. %$ 5,460.52
. I, 0.00
. I, 0.00
TOTAL $ 5,460.52
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov