460 Recipient Committee Campaign Statement - Semi Annual 1-1-24 to 6-30-24Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS O l'l REVERSE
Statement covers period
from 2024 -01-01
th h 2024-06-30 roug
1. Type of Recipient Committee: All committees -complete Parts 1, 2, 3 , and 4.
00 Officeholder, Candidate Controlled Committee
0 State Candidate Election Committee
0 Recall
(Also Complete Part 5)
D General Purpose Committee
0 Sponsored
0 Small Contributor Committee
0 Political Party/Centra l Committee
3. Committee Information
D Primarily Formed Ballot Measure
Committee
0 Controlled
0 Sponsored
(Also Complete Pait6_)
D Primaril y Formed Candidate/
Officeholder Committee
{Also Complete Part 7}
10. NUMBER
1472071
COMM ITTEE NAME (OR CANDIDATE 'S NAM E IF NO COM MITTEE)
Gilbert Wong
STREET ADDRESS (NO PO. BOX )
CITY
Cupertino
STATE
CA
ZIP CODE
95014
MAILING ADDRESS (IF DIFFERENT) NO . AND STREET OR P.O BOX
CI TY STATE ZIP CODE
OPTIONAL. FAX I E-MAIL ADDRESS
4. Verification
AREA CO DE/PHONE
AREA CODE/PHONE
Date of election if applic
(Mo nth . Day , Year)
2024-11-05
2. Type of Statement:
D Preelection Statement
00 Semi-annual Statement
D Termination Statement
AUG
(A lso file a Form 410Termination)
D Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Helen Kwan
MAILING ADDR ESS
C ITY
Cuperrtino
NAME OF ASS ISTANT TREASURER , IF ANY
Gilbert Wong
MAILING ADDR ESS
C ITY
Cupertino
OPT IONAL: FAX/ E-MAIL ADDRESS
COVER PAGE
~ta ffp W
2
STATE
CA
STATE
CA
2024
D Quarterly Statement
D Special Odd-Year Report
ZIP CODE
95014
llPCODE
95014
AREA CODE/PHONE
AREA CO DE/PHONE
I have used all reasonable diligence in preparing and reviewing this statement and to th e best of my knowledge the information contained herein and in the attached schedu les is true and complete .
certify under penalty of perjury under the laws of the State of Californ ia that the foregoing is true and correct.
Executed on 2024-08-01
Date
Executed on 2024-08-01
Date
Executed on
Date
Executed on
Date
-
By
By
By
By
Sig nature of Controlling Off1cel1o ld er. Candidate, State Measure Proponent
Signature of Controlhng Office holder, 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
Gilbert Wong
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
Cupertino Councilmember
RESIDENTIAUBUSINESS ADDRESS (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 ID. NUMBER
NAME OF TREASURER CONTROLLED COM MITT EE?
0 YES 0 NO
COMMITTEE ADDRESS STREET ADDRESS (NO PO BOX)
CITY STATE ZIP CODE AREA CODE/PHOI\IE
COMMITTEE r\lAME ID NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
0 YES 0 NO
COMMITTEE ADDRESS STREET ADDRESS (NO PO BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
COV ER PA GE -PA RT 2
6. Primarily Formed Ballot Measure Committee
I\IAME OF BALLOT MEASURE
BALLOT NO. OR LETTER JURISDICTION 0 SUPPORT
0 OPPOSE
Identify the controlling officeholder, candidate , or state measure proponent, if any.
~JAME OF OFF ICEHOLDER , 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.
t,AME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD
0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CM,DIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD 0 SUPPORT
0 OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD D SUPPORT
D 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 INST RUC T IONS ON RE V ER S E
NAM E OF F ILE R
Gilbert Wong
Contributions Received
1. Monetary Contributions ............................................... . Schedule A. Line 3
Schedule B. Line 3
Add Lines 1 + 2
Schedule C. Line 3
2 . Loans Received ..
3. SUBTOTAL CASH CONTRIBUTIONS
4. Nonmonetary Contributions ...
5. TOTAL CONTRIBUTIONS REC E IVE D ............... Add Lin es 3+4
Expenditures Made
6 . Payments Made ..
7 . Loans
8. SUBTOTAL CASH PAY MENTS
9 . Accrued Ex penses (Unpaid Bills)
10 . Non monetary Adjustment
11 . TOTAL EX PENDITUR ES MAD E
Current Cash Statement
12 . Beginning Cash Balance.
13 . Cash Receipts
14 . Miscellaneous Increases to Cash ..
15 . Cash Payments
Schedule E, Line 4
Schedule H. Line 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
........ . ........ Sch edule 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, Line 16 must be zero .
17. LOAN GUARANT EES RECEIV ED 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
Amo unts may be rounded
to whole dollars.
Column A
TOTAL THIS PERIOD
(FROM ATTACH ED SCHEDUL ES)
$ 260 .00
0.00
$ 260.00
0.00
$ 260 .00
$ 5074 .81
0.00
$ 5074.81
0.00
0.00
$ 5074 .81
$ 25992.48
260 .00 --
0.00 --
5074.81
$ 21177.67
$ 0.00
$ 0.00
$ 30000.00
SUMMARY PAGE
Statement covers period
from 1/1/2024
CALIFORNIA 460
FORM
through 613012024 Page 3 of 6
Column B
CAL ENDAR YEAR
TOTAL TO DATE
$ 1713.54
30,000.00
$ 31713.54
0.00
$ 31713.54
$ 10535 .33
0.00
$ 10535.33
0.00 -
0.00 --
$ 10535 .33
To calculate Column B,
add amounts in Column
A to the corresponding
amounts from Co lumn 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 th is ca lendar year,
only carry over the amounts
from Lines 2 , 7 , and 9 (if
any ).
I.D . NUM BER
1472071
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
20 . Contributions
Recei ved
21. Expenditures
Made
111 through 6/30
$ ____ _
$ ____ _
7/1 to Date
$ ____ _
$ ____ _
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(If Subje ct to Voluntary Ex penditure Lim it )
Date of Election
(mm/dd /yy )
___J___J __
Tota l to Date
$ ___ _
___J___J__ $ ____ _
*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 RE V ERSE
NAM E OF F ILER
Gilbert Wong
DATE
RECE IV ED
6/28/2024
6/28/2024
FUL L NAM E , STREET ADDRESS AND Z IP CODE OF
CONTRIBUTOR
(IF COMMITTEE. A LSO ENTER 1.0. NUMB ER )
Lawerence Su
Linda Wah
Schedule A Summary
1. Amount received this period -itemized monetary contributions.
(Include all Schedule A subtotals .) ............................... .
SCHEDULE A Amounts may be rounded
to whole do llars . Statement covers period
from 1/1/2024
CALIFORNIA 460
FORM
CONTRIBUT OR
COD E*
ill IND
□COM
00TH
□PTY
□sec
ill IND
□COM
DOTH
□PT Y
□sec
□IND
□coM
DOTH
□PT Y
□sec
□IND
□COM
00TH
□PT Y
□sec
□IND
□COM
DOTH
□PT Y
□sec
IF AN INDIV IDU AL , ENT ER
OCCUPATI ON AND E MPLOY ER
(I F S ELF-E MPL OY ED. ENTER NAM E
OF BUSINESS)
Business Agent, Operating
Engigeers Local 3
Retired
SUBTOTAL$
through 613 0/2024
AMOUN T
RECEIVED THIS
P ERIOD
10
250
250.00 ... $ _____ _
Page 4 of _6 __ _
I.D . NUMBE R
1472071
CUMULATIVE TO DAT E
CALE NDAR YEAR
(JAN. 1 -DEC. 31)
PER ELECTION
TO DAT E
(IF REQUIR E D)
10
250
*Contributor Codes
IND -Individual
COM -Recipient Committee
2. Amount received this period -unitemized monetary contributions of l ess than $100 ........................... $ _l _O._OO _____ _
(other than PTY or SCC )
0TH -Other (e.g., business entity)
PTY -Political Party
SCC -Small Contributor Committee
3 . Total monetary contributions received this period. 6 (Ad d Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1 .) ...................... TOTAL $ 2 O.OO 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 INST RUCTIONS ON RE V ER S E
NAME OF FILER
Gilbert Wong
FULL NAME , STREET ADDR ESS AN D ZIP CODE
OF LENDER
(IF COMM ITT EE . ALSO ENTER 1.D . NUMB ER )
Gilbert Wong
till IND O COM O 0TH O PTY O sec
t o IND O COM O 0TH O PTY O SCC
t o IN D O COM O 0TH O PT Y O SCC
Amounts may be rounded
to wh ole dollars.
IF AN INDIVIDUAL, E NT ER
OCCU PATION AND E M PLOY ER
(IF SELF -EMPLOYED . ENTER
NAM E OF BUS IN ESS )
Trustee, Foothill-De Anza
Community College
District
3/
OUTSTANDING
BALANCE
BEGINNING THIS
PER IOD
30000.00
(b)
AMOUNT
REC E IVED THIS
P E RIOD
I 0.00 I
(C)
AMOUN T PAID
OR FORGIVEN
Statement covers period
from 1/1/2024
through 6/30/2024
(d) (e )
OUT STAND ING IN TEREST
BALANC E AT PAID THIS
THIS PER IOD• CLOS E O F THIS PERIOD
PERIOD
0 PA ID
s 0.00 s 30000.00 ___ %
RATE 0 FORGIVEN
5 0.00
I DATE DU E
0 PAID I
___ %
RATE 0 FORGIVEN
DATE DU E
0 PAI D
" ___ ,,
0 FORGIVEN
RATE
DAT E DUE
SCHEDULE B -PART 1
CALIFORNIA 460
FORM
Page _5 ___ of_6 __
I.D . NUM BER
1472071
(I)
ORIGINAL
AMOUN T O F
LOAN
s 30000
12/2/2023
DAT E INCURR ED
DATE INCURR ED
DATE INCURR ED
(g
CUMULATIVE
:CONTRIBUTIONS
TO DATE
CA LENDAR YEAR
5 30000
PER ELECTION**
I CALENDAR Y EA R
PER ELECTION**
CALENDAR Y EAR
PER ELECTION"
SUBTOTALS $ 0.00 $ 0.00 $ 0.00 $ 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 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 S ummary Page , Column A , Line 2.
* Amounts forgiven or paid by another party also must be reported o n Schedule A.
** If required .
.... $ 0.00
......................................... $ 0.00
NET $ 0 .00 ----
(May be a negative number)
(Ente r (e) on Schedule E. Li ne 3)
tContributor Codes
IND -Individual
COM -Recipient Committee
(other than PTY or 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
SEE I NSTR UCT IONS ON REVERSE
NAM E O F FILER
Gilbert Wong
Amounts may be rounded
to whole dollars . Statement covers period
f 1/1/2024 rom _________ _
through 6/30/2024
SCHEDULE E
CALIFORNIA 460
FORM
6 6 Page ___ of __ _
I.D. NUMBER
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
IN D
LE G
LIT
campaign paraphe rnalia /misc .
campaig n consu ltants
contribution (ex plain nonmonetary)*
civic donations
ca ndidate fil ing /ballot fees
fundraising events
independent expenditure supporting /opposing others (explain)*
legal defense
campaign literature and mailings
NAM E AND ADDRESS OF PAYEE
MBR
MTG
OFC
PET
PHO
POL
POS
PRO
PRT
member communications
meetings and appearances
office ex penses
petitio n circulating
phone banks
poll in g and survey research
postage , delivery and messenger services
professional services (legal , accounting)
print ads
RAD radio airtime and production costs
RFD returned contributions
SAL campaign workers' salaries
TE L t.v. or cab le airtime and production costs
TRC ca ndidate travel , lodging , and meals
TRS staff/spouse travel , lodging , and meals
TSF transfer between com mittees of the same candidate /sponsor
VOT voter registration
WEB information technology costs (internet, e-mail )
CODE OR D ESCRIPTION OF PAYMENT AMOUNT PAID
(I F COMMITTEE. ALSO ENTER 1.0. NUMBER)
DuoDigital Graphic Design CMP Graphic Design
Nation Builder WEB Website
* Pay ments 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 $100 ....
3. Total interest paid this period on loans . (Enter amount from Schedule B, Part 1 , Column (e).) ..................... .
4 . Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A , Line 6 .)
1200.00
3874.81
SUBTOTAL$ ~ C l '-f. [, )
5074.81
. ........................ $ _____ _
0 . ..... $ _____ _
0 ..$ _____ _
TOTAL $ _5_0_74_.8_1 __ _
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov