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HomeMy WebLinkAbout460 - 01/01/2024 thru 06/30/2024_ Redacted (MC)COVER PAGE Recipient Committee Campaign Statement Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE Statement covers period from 01/01/2024 through 06/30/2029 1. Type of Recipient Committee: All Committees —Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure p State Candidate Election Committee Committee p Recall p Controlled (Also Complete Part 5) p Sponsored (Also Complete Part 6) ❑ General Purpose Committee p Sponsored ❑ Primarily Formed Candidate/ p Small Contributor Committee Officeholder Committee Q Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1443037 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Cao 4 Arcadia City Council 2022 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE Norwalk CA 90650 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE Date of election if applicable: (Month, Day, Year) 11/08/2022 DMrMED J U L 1 g 2024 CITY OF ARCADIA Cl !,Y, c :.X 2. Type of Statement: ❑ Preelection Statement ® Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Page 1 of For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement -Attach Forth 495 Treasurer(s) NAME OF TREASURER Michael Cao MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Rosemead CA 91770 NAME OF ASSISTANT TREASURER, IF ANY David Gould MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE Norwalk CA 90650 OPTIONAL: FAX / E-MAIL ADDRESS 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 Executed on 07/07/2024 Dale Executed on 07/07/2024 Date Executed on Data Executed on Date www.netfile.com By Signature of ContmNing Officeholder, Candidate, State Measure Proponent By Signature of ControftV 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 Michael Cao OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) City Council Member Arcadia District 5 RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Rosemead CA 91770 Related Committees Not Included in this 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. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO 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 ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) COVERPAGE-PART2 Page 2 of 7 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER I JURISDICTION I ❑ 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 list names 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 I'll JIMIr Z-Fr uuuc HKCJ.. Uuuc1rnurvr Attach continuation sheets if necessary www.netfile.com FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (8661275-3772) www.fppc.ca.gov Campaign Disclosure Statement SUMMARYPAGE Amounts may be rounded Statement covers period Wei- Summary Page to whole dollars. I , from 01/01/2024 • - through 06/30/2024 Page 3 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Cao 4 Arcadia CiCy Council 2022 1443037 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDAR YEAR Primary Running In Both the State Prima and (FROMATTACHED SCHEDULES) TOTALTODATE g General Elections 1. Monetary Contributions ........................................... Schedule A, Line 3 $ 0 . 00 $ 0 .00 1/1 through 6/30 7/1 to Date 2. Loans Received Schedules. Line 3 2, 000. 00 37, 785.00 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 +2 $ 2, 000. oo $ 37, 785.00 20. Contributions ......................... Received $ $ 4. Nonmonetary Contributions.. .................................. Schedule C.Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3+4 $ 2,000.00 $ 37,785.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made ....................................................... Schedule E, Line 4 $ 940.10 $ 940.10 Candidates 7. Loans Made............................................................. Schedule H. Line 3 0.00 0 .00 22. Cumulative Expenditures Made` 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6 + 7 $ 940. 10 $ 94 0.10 (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ............................... Schedule F Line 3 --_- --- -_ 0 . oo - 0.00 Date of Election Total to Date 10. Nonmonetary Adjustment .......................................... ScheduleC, Linea 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE ................................ Add Lines 8+9+10 $ 940.10 $ 940.10 $ $ Current Cash Statement) 12.Beginning Cash Balance ....................... Previous Summary Page. Line 16 $ 2,535.04 To calculate Column B, add 13. Cash Receipts ................................................... Column A, Line 3 above 2, 000.00 amounts in Column A to the 14. Miscellaneous Increases to Cash ........................... Schedule I. Line 4 0.00 corresponding amounts Column B of your last `Amounts in this section may be different from amountsfrom reported in Column B. 15. Cash Payments .................................................. Column A. Line sabove to report. Some amounts in ---940. Column A may be negative 16. ENDING CASH BALANCE .......... Add Lines 12 + 13 + 14, then subtract Line 15 $ 3,594.94 figures that should be subtracted from previous If this is a termination statement. Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule 8, Part 2 $ o. oo for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts any). 18. Cash Equivalents ........................................ See instructions on reverse $ 0.00 19. Outstanding Debts ......................... Add Line 2 + Line 9 in Column B above $ i 7, / R.S . 00 www.netfile.com FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE B- PART 1 Schedule B — Part 1 Amounts may be rounded Statement covers period CALIFORNIA 460 Loans Received to Whole dollars. 01/01/2024 FORM from SEE INSTRUCTIONS ON REVERSE through 06/30/2024 page 4 of 7 NAME OF FILER I.D. NUMBER Cao 4 Arcadia City Council 2022 1443037 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER a OUTSTANDING (b) AMOUNT (c) AMOUNT PAID () OUTSTANDING (el INTEREST ORIGINAL (0) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED. BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IFCOMMnTEE. ALSO ENTER I.D.NUMBER) NAME OF BUSINESS) p R PERIOD THIS PERIOD' p I PERIOD LOAN TO DATE Michael Cao Golden Heart Medical Corporation) Medical Doctor ❑PAID CALENDAR YEAR Rosemead, :,A 91770 Golden Heart Medical Corporation S 0.00 s 10,000.00 0.0096 = 10,000.00 s 2,000.00 ❑ FORGIVEN RATE PER ELECTION" s 10,000.00 E 0.00 E 0.00 s 0.00 12/16/2021 $G2022 2,400.00 DATE DUE DATE INCURRED t9l IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Michael Cao Docror Golden Heart Medical El PAID CALENDAR YEAR Arcadia, CA 91006 Corporation $ 0.00 $ 15,000.00 0.00% $ 15,000.00 $ 0.00 ❑ FORGIVEN RATE PER ELECTION" s 15,000.00 s 0.00 s 0.00 s 0.00 06/13/2022 $G2022 15,000.0, DATE DUE DATE INCURRED tK] IND ❑ COM ❑ OTH ❑ PTY [] SCC Michael Cao (Golden Heart Medical Corporation) mealcai Doctor Golden Heart Medical ❑ PAID CALENDAR YEAR Rosemead, CA 91770 Corporation E 0.00 $ 2,400.00 0.0095 $ 2,400.00 s 2,000.00 ❑ FORGIVEN PER ELECTION" RATE s 2,400.00 $ 0.00 $ 0.00 $ 0.00 11/15/2022 $G2022 2,400.00 DATE DUE DATE INCURRED tk) IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 0.00$ 0.00$ 27,400.00$ 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.) 2,000.00 0.00 3. Net change this period. Subtract Line 2 from Line 1................................................ NET $ 2,000.00 9 P ( ) ••••........•... Enter the net here and on the Summary Page, Column A, Line 2. (May eeenepeGve number) 'Amounts forgiven or paid by another party also must be reported on Schedule A. •. If required. www.netfile.com Itnrer (e) on Schedule E, Line 3) Tontributor 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 B-PART 1 (CONT.) Schedule B — Part 1 (Continuation Sheet) Amounts may be rounded Statement covers period CALIFORNIA 460 Loans Received to whole dollars. 01/01/2024 FORM from through 1 6/30/2024 Page 5 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Can 4 Arcadia City Council 2022 144303'7 IF AN INDIVIDUAL, ENTER FULL NAME, STREET ADDRESS AND ZIP CODE a OUTSTANDING (b) AMOUNT (C) AMOUNT PAID (d) OUTSTANDING (e) INTEREST (f) ORIGINAL (g) CUMULATIVE OCCUPATION AND EMPLOYER OF LENDER BALANCE RECEIVED THIS OR FORGIVEN BALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS tIF COMMITTEE, ALSO ENTER I, D NUMBER) (IF SELF-EMPLOYED ENTER NAME OF BUSINESS) BEGINNING THIS PERIOD PERIOD THIS PERIOD* CLOSE OF THIS PERIOD PERIOD LOAN TO DATE t1: rha>! 'an !ro Ld�n [PPeI{r hI?di.raL :�tnnrar ;.,n_ _ _P�e33.cai DOC tOi'_ CALENDAR YEAR Golden Heart Medical ❑ PAID :I7r ('OI" Oil ire.ui, ^A ^orati P .-,n�•n, $ 1j.00 $ —.,aR1 no 0.00% $ 4,885.on s 2,000.00 ❑ FORGIVEN PER ELECTION- RATE S 4,885.00 S D.00 S 0.00 S 0.00 17/08/2n22 SG^ez: .:,,c:.0r DATE INCURRED IND ❑ COM ❑ OTH ❑ PTV ❑ SCC DATE DUE Go dor H­rl Ivientcal Doctor -- ❑ PAID CALENDAR YEAR Golden Heart Medical P, ;rite ,•3, "A ", 1'77r Corporation s 0.00 s 2,900.00 0.0011, s 50n.00 s 2,000.00 ❑ FORGIVEN PER ELECTION ** RATE s :, Soo .00 s �.00 s 0.00 s 0.00 01ios/2o21 $Z;2112_ .___an DATE DUE DATE INCURRED t� IND ❑ COM ❑ OTH ❑ PTY ❑ SCC -r MFP ,I meaicai Doctor ;olden Heart Medical ❑PAID CALFNDAR YEAR �.orporat ion s c s 1,n00 c,0 0.00,A s i,a00_on s z,na .00 ❑ FORGIVEN PER ELECTION*' RATE S i,000.00 S 3.00 S 0.00 S 0.00 07/12/2023 Sr;;p;; 2111r, .or DATE DUE DATE INCURRED t� IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ^.- T,_e d;; c- - —n,,.;« - --- - ❑PAID - - ,;olden Heart Medical CALENDAR YEAR Corpora t.ion s_.. __0_0o s._ 2,000.00 0.00 s !,000.0,) s 2,000.0� PER ELECTION** FORGIVEN RATE 1 0C 2,000.00 0.00 0.0o 01/04/2124 tR] IND ❑ COM ❑ OTH n PTY ❑ SCC DATE DUE S-__-__-. - SUBTOTALS $ ',nun.c'n$ 0.00 _ DATE INCURRED n.no$ 10,3R5.00$ *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. www.netfile.com tContributor 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 E (Continuation Sheet) Amounts may be rounded Statement covers period Payments Made to whole dollars. from 01/01/2024 through 06/30/2024 SEE INSTRUCTIONS ON REVERSE NAME OF FILER Cao 4 Arcadia City Council 2022 SCHEDULE E (CONT.) Page 7 _ of I.D. NUMBER 1443037 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW 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 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. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Gnulil & Orellana. LLC Nuxwalk, CA 90650 PRO 150.00 Gould & Orellana. LLC Norwiik, CA 00650 PRO 150.00 ould & Orellana. LLC iV,rw,Rlk_ ^.A 90650 PRO 150.00 Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 450.00 FPPC Form 460 (Jan/2016) FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772) www.netfile.com www.fppc.ca.gov