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HomeMy WebLinkAbout460 - 07/01/2023 thru 12/31/2023_ Redacted (MC)Recipient Committee Date Stamp COVERPAGE Campaign Statement RECEIVED Cover Page (Government Code Sections 84200-84216.5) SEE INSTRUCTIONS ON REVERSE from Statement covers period 07/01/2023 through 12/31/2023 1. Type of Recipient Committee: All Committees —Complete Parts 1, 2, 3, and 4. ® Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure Q State Candidate Election Committee Committee Q Recall Q Controlled (Also Complete Part5) 0 Sponsored (Also Complete Part 6) ❑ General Purpose Committee Q Sponsored Q Small Contributor Committee Q Political Parry/Central Committee ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 3. Committee Information I I.D. NUMBER l 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 OPTIONAL: FAX / E-MAIL ADDRESS Date of election if applicable: (Month, Day, Year) 11/08/2022 JAN CITY OF f i 2 5 2024 ARCADIA f'1 rrf,s{ page 1 of 7 For Official Use Only 2. Type of Statement: ❑ Preelection Statement ® Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report ❑ Supplemental Preelection Statement - Attach Form 495 Treasurer(s) NAME OF TREASURER Michael Cao MAILING ADDRESS CITY Rosemead STATE ZIP CODE AREA CODE/PHONE CA 91770 NAME OF ASSISTANT TREASURER, IF ANY David Gould MAILING ADDRESS CITY Norwalk STATE ZIP CODE AREA CODE/PHONE CA 90650 OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to tht- hp..,;tnf nnvknnwIPdriPthP infnrrnnfinn nnntninpri horgin nnfi inthe attached schedules is true and complete. I certify under penalty of perjury underthe laws of the State of California that the foregoing is tru Executed on — t— 24 Date Executed on l vl Date Executed on Date By By By Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Janl2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fooc.ca.aov 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 RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Rosemead CA 91770 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 L] 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) CITY STATE ZIP CODE AREA CODEIPHONE COVER PAGE - PART 2 1 Page 2 of 7 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 List names of ofceho/der(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.faac.ca.00v Campaign Disclosure Statement SUMMARYPAGE Amounts may be rounded Statement covers period - Summary Page to whole dollars. . ' II from 07/01/2023 - SEE INSTRUCTIONS ON REVERSE NAME OF FILER Cao 4 Arcadia City Council 2022 Contributions Received 1. Monetary Contributions ........................................... Schedule A, Line 3 $ 2. Loans Received...................................................... Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2 $ 4. Nonmonetary Contributions .................................... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3+4 $ 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 $ through Column A Column B TOTALTHIS PERIOD CALENDAR YEAR (FROM ATTACHED SCHEDULES) TOTALTODATE 0.00 $ 0.00 1,000.00 35r785.00 1,000.00 $ 35,785.00 0.00 0.00 1,000.00 $ 35,785.00 961.10 $ 3,654.73 0.00 0.00 961.10 $ 3,654.73 0.00 0.00 0.00 0.00 961.10 $ 3,654.73 2,496.14 To calculate Column B, add 1,000.00 amounts in Column Ato the corresponding amounts from Column B of your last 0.00 961.10 report. Some amounts in Column A may be negative 2r535.04 figures that should be subtracted from previous period amounts. If this is the first report being filed 0.00 for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). 0.00 35,785.00 12/31/2023 Page 3 of 7 I.D. NUMBER 1443037 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 711 to Date 1 20. Contributions Received $ $ _ 21. Expenditures Made $ $ _ 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.foac.ca.aov SCHEDULE B- PART 1 Schedule B — Part 1 Amounts may be rounded Statement covers period Loans Received to whole dollars. CALIFORNIA I • ' from 07/01/2023 FORM SEE INSTRUCTIONS ON REVERSE through 12/31/2023 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 Ia' (b) OUTSTANDING AMOUNT (c) AMOUNTPAID (d) OUTSTANDING (e) INTEREST (f) ORIGINAL (g) CUMULATIVE OF LENDER OCCUPATION AND EMPLOYER BALANCE RECEIVED THIS OR FORGIVEN BALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTER I.D.NUMBER) (IF SELF-EMPLOYED, ENTER NAMEOFBUSINESS) Medical Doctor .BEGINNING THIS PERIOD THIS PERIOD* , PERIOD CLOSE OF THIS PERIOD LOAN TO DATE CALENDAR YEAR Michael Cao Golden Heart Medical Corporation) PAID Rosemead, CA 91770 Golden Heart Medical Corporation $ 0.00 $, 10.000.00 0.00% $ 10.000.00 $ 3,500.00 PERELECTION** ❑ FORGIVEN RATE $ 10,000.00 $ 0.00 $ 0.00 $ 0.00 12/16/2021 $G2022 2,400.00 DATE DUE DATE INCURRED tg] IND ❑ COM ❑ OTH ❑ PTY [:1 SCC Michael Cao Doctor © PAID CALENDARYEAR Golden Heart Medical Arcadia, CA 91006 Corporation $ 0.00 $ 15,000.00 0,00% $ 15.000.0q $ o_oo ❑ -FORGIVEN RATE PERELECTION ** $ 15,000.00 $ 0.00 $ 0.00 $ 0.0n 06/13/2022 $G2022 15,000.01 DATE DUE DATE INCURRED tK] IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Michael Cao Golden Heart Medical Corporation) Medical Doctor Rosemead, cA 91770 Golden Heart Medical PAID CALENDAR YEAR Corporation $ 0.00 $ 2,400.00 0_00% $ 2.400.00 $ 3,500.00 ❑ FORGIVEN PER ELECTION*" RATE $ 2,400.00 $ 0.00 $ 0.00 $ 0 0n 11/15/2022 $G2022 2,400.00 DATE INCURRED t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE SUBTOTALS $ 0.00$ 0.00$ 27,400.00$ o.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 orforgiven.) (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.)............................................................... NET $ 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. 1,000.00 0.00 1,000.00 (May be a negative number) (tnter (e) on Schedule E, Line 3) 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.fuac.ca.aov SCHEDULE B-PART 1 (CONT.) Schedule B — Part 1(Continuation Sheet) Amounts may be rounded Statement covers period - A I I ' , Loans Received to whole dollars. 07/01/2023 • - from SEE INSTRUCTIONS ON REVERSE through 12/31/2023 Page 5 of 7 I.D. NUMBER NAME OF FILER Cao 4 Arcadia City Council 2022 1443037 (a IF AN INDIVIDUALENTER , FULL NAME, STREET ADDRESS AND ZIP CODE OUTSTANDING (b) AMOUNT (c) AMOUNT PAID (d) OUTSTANDING (e) INTEREST M ORIGINAL W CUMULATIVE OCCUPATION AND EMPLOYER BALANCE Of LENDER (IF SELF-EMPLOYED, ENTER BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCEAT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS (IFCOMMITTEE,ALSOENTERI.D.NUMBER) NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD` PERIOD PERIOD LOAN TO DATE Michael Can (Golden Heart Medical Corporation) Medical Doctor ❑ PAID CALENDARYEAR Rosemead, CA 91770 Golden Heart Medical LOAN Corporation $ o-oo $ 4..85,00 0.00% $ 4,885.0o $ 3,500.00 ❑ FORGIVEN RATE PERELECTION* $ 4,885.00 $ 0.00 $ 0.00 $ 0.00 12/08/2022 $G2022 2,400-00 DATE DUE DATE INCURRED to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC rc ael Cao Golden Heart Menacal Corporation)Medical Doctor ❑PAID CALENDAR YEAR Rosemead, CA 177 Golden Heart Medical LOAN Corporation $ o_nn $ 2,500.00 0,00% $ z.soa.00 $ 3.500.00 ❑ FORGIVEN PER ELECTION** RATE $ 2,500.00 $ 0.00 $ 0..n1) $ 0_00 01/105/2023 $G2022 2,400.00 DATE DUE DATE INCURRED to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Michael Cao (Golden Heart Medical Corporation) Medical Doctor ❑ PAID CALENDARYEAR Rosemead, CA 91770 Golden Heart Medical Corporation $ 0.00 $ 1.000.00 n.oa % $ 1,000.00 $ 3.500.00 ❑ FORGIVEN RATE PERELECTION* $ 0.00 $ 1,000.00 $ 0.00 $ 0.00 07/12/2023 $G2022 2,400.00 DATE DUE DATE INCURRED to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC I ❑ PAID CALENDARYEAR ❑ FORGIVEN PERELECTION* RATE I DATE DUE I DATE INCURRED t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC *Amounts forgiven or paid by another parry also must be reported on Schedule A. ** If required. SUBTOTALS $ 1, 000. 00 $ 0. 00 $ 8, 385.00$ 0.01 tContributor Codes IND—individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY— Political Parry SCC—Small Contributor Committee Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER Cao 4 Arcadia City Council 2022 Amounts may be rounded to whole dollars. Statement covers period from 07/01/2023 through 12/31/2023 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. Page 6 of I.D. NUMBER 1443037 CMP campaign paraphemalia/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 ND 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£NTER I.D. NUMBER) Gould & Orellana. LLC Norwalk, CA 90650 Gould & Orellana. LLC Norwalk, CA 90650 Gould & Orellana. LLC Norwalk, CA 90650 CODE OR DESCRIPTION OF PAYMENT PRO PRO " Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary SUBTOTAL$ 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.) ............................. TOTAL $ AMOUNT PAID 150.00 450.00 900.00 61.10 0.00 961.10 FPPC Form 460 (Jan12016) FPPC Toll -Free Helpline: 8661ASK-FPPC (866/275-3772) www.fooc.ca.aov Schedule E (Continuation Sheet) Amounts may be rounded Payments Made to whole dollars. SEE_ INSTRUCTIONS ON REVERSE NAME OF FILER Cao 4 Arcadia City Council 2022 Statement covers period from 07/01/2023 through 12/31/2023 SCHEDULE E Page 7 of 7 I.D. NUMBER 1443037 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 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 Lrr 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 Gould & Orellana. LLC Norwalk, CA 90650 PRO 150.00 Gould & Orellana. LLC Norwalk, CA 90650 PRO 150.00 Gould & Orellana. LLC Norwalk, CA 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)