Read from the FPPC's structured data, checked against the PDF · the PDF (10 p.) · FPPC portal
Findings
Worth a lookGifts
Lists $593.48 in gifts from California Democratic Party in 2024; the limit from one source is $590
The statement lists 6 gift(s) from California Democratic Party dated in 2024, totalling $593.48. The gift limit from a single source was $590 for 2024 (Government Code 89503). The filer's comment on that page: “* California Democratic Party. Listing total gifts of $493.48, overage of $3.48. Referencing full amount as $3.48 reimbursement was not paid within 30 days after receipt. Reimbursement check is in the mail today.”.
What to check
Whether part of it was returned, or paid back, in time to not count (the filer's comments often say).
Whether the gifts are from one source (a couple is two sources) or are of a kind the limit doesn't cover (family, wedding gifts and the like).
The FPPC's gift fact sheet and Regulation 18940.2 for the exceptions.
Lists $12,678.27 in travel paid by others (10 payments)
Largest: Maui, HI ($5,986.50, Independent Voter Project (IVP)), Dubai, United Arab Emirates ($2,622.35, The Climate Registry*), La Jolla, CA ($1,389, California Issues Forum). 10 of 10 are listed as gifts.
What to check
Who paid, and for what: speeches, conferences and nonprofit-paid travel are treated differently (Schedule E instructions).
Whether the paying organizations have business before the office.
96 Monte Cresta Avenue, Oakland, CA 94611 Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 Daniel Lu and I-Wah Chang
Schedule C · Income and business positions 1
Source
Income
Watermark Insights LLC Software Development · Chief Product and Technology Officer · 71 West 23rd St., 15th Floor, New York, NY 10010
over $100,000 Spouse's or registered domestic partner's income
Schedule D · Gifts 14
From
Gifts
Total
California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA 95811
2024-03-19 · caucus lunch · $70.74
2024-11-06 · dinner · $199.62
2024-11-07 · caucus lunch · $164.54
$434.90
California Democratic Party * · from the PDF 1830 9th Street, Sacramento, CA 95811
2024-01-16 · meal, policy retreat day 1 · $27.03
2024-01-17 · meal, policy retreat day 2 · $66.55
2024-01-25 · reception · $65
$158.58
California Issues Forum · from the PDF 1717 I Street, Sacramento, CA 95811
2024-03-20 · lunch meeting · $15.40
2024-03-19 · lunch meeting · $16.36
2024-08-26 · breakfast meeting · $19.63
$51.39
Motion Picture Assocation · from the PDF 15301 Ventura Blvd, Bldg E, Sherman Oaks, CA 94103
2024-02-26 · golf hat, popcorn poppers · $42.74
$42.74
Robert Rivas for Assembly 2024 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA 95815
2024-01-03 · Reception · $87.21
2024-01-17 · coffee mug · $19.75
$106.96
Women in California Leadership (WiCL) · from the PDF 1787 Tribute Road, Suite K, Sacramento, CA 95815
2024-03-11 · reception · $42.84
$42.84
CA Jewish Legislative Caucus Leadership Foundation · from the PDF 777 Figueroa St, Ste 4050, Los Angeles, CA
2024-01-11 · meal, caucus policy retreat · $70.50
2024-04-03 · reception · $60.21
2024-04-29 · Caucus Yom HaShaoh event · $48.45
$179.16
CA Jewish Legislative Caucus Leadership Foundation · from the PDF 777 Figueroa St, Ste 4050, Los Angeles, CA
2024-09-20 · Shabbat dinner · $77.39
$77.39
California Product Stewardship Council · from the PDF 1822 21st Street, Sacramento, CA
2024-08-28 · personal care products · $66
$66
Re-Elect Rick Chavez Zbur for Assembly 2024 · from the PDF 1700 Tribute Road, Suite 201m, Sacramento, CA
2024-08-27 · reception · $100.47
$100.47
William Morris Endeavor Ent LLC · from the PDF 9601 Wilshire Blvd, Beverly Hills, CA
2024-09-20 · Shabbat dinner · $64.49
$64.49
America-Israeli Democracy Coaltion · from the PDF 543 Foxglove Lane, Wynnewood, PA 19096
2024-09-20 · Shabbat dinner · $45.31
$45.31
Corey Jackson for Assembly 2024 · from the PDF 1 W. Manchester Blvd, Ste 700, Inglewood, CA
2024-11-01 · flowers · $59.79
$59.79
Jewish Public Affairs Committee of California (JPAC) · from the PDF 1127 Eleventh St, Suite 400, Sacramento, CA
2024-12-09 · jewish caucus dinner · $199.88
$199.88
Schedule E · Travel paid by others 10
Paid by
Trip
Amount
Asian and Pacific Islander Legislative Caucus Foundation ** · 501(c)(3) 1700 Tribute Road, Suite 201, Sacramento, CA 95815
Sausalito, CA · 2024-01-04 to 2024-01-05 · made a speech / panel · Gift
$491.73
Republic Services ** 6800 Koll Center Parkway, Suite 320, Pleasanton, CA 94566
Sausalito, CA · 2024-01-04 to 2024-01-05 · made a speech / panel · Gift
$160.84
The Climate Registry* · 501(c)(3) 600 Wilshire Blvd, Suite 202, Los Angeles, CA 90017
Dubai, United Arab Emirates · 2024-12-07 to 2024-12-12 · Travel related to Assembly policy delegation. · Gift
$2,622.35
UFCW Western States Council ** · 501(c)(3) 8530 Stanton Avenue, Buena Park, CA 90620
Sausalito, CA · 2024-01-04 to 2024-01-05 · made a speech / panel · Gift
$160.84
California Apartment Association ** 980 9th Street, #1430, Sacramento, CA 95814
Sausalito, CA · 2024-01-04 to 2024-01-05 · made a speech / panel · Gift
$160.86
California Foundation on the Environment & the Economy · 501(c)(3) 920 11th Street, Sacramento, CA 95814
Napa, CA · 2024-02-08 to 2024-02-09 · made a speech / panel · Gift
$1,002.42
Littler Labor & Employment Law Solutions 500 Capitol Mall, Suite 2000, Sacramento, CA 95814
The Hague, Netherlands · 2024-07-17 to 2024-07-19 · made a speech / panel · Gift
$549.54
Independent Voter Project (IVP) 2700 Adams Avenue, Suite 202, San Diego, CA 92116
Maui, HI · 2024-11-17 to 2024-11-19 · made a speech / panel · Gift
$5,986.50
Smart Justice California 1100 N Street, Suite 6D, Sacramento, CA 95814
San Quentin, CA · 2024-12-06 · made a speech / panel · Gift
$154.19
California Issues Forum 1717 I Street, Sacramento, CA 95811
La Jolla, CA · 2024-12-16 to 2024-12-18 · made a speech / panel · Gift
$1,389
The filer's comments
D * California Democratic Party. Listing total gifts of $493.48, overage of $3.48. Referencing full amount as $3.48 reimbursement was not paid within 30 days after receipt. Reimbursement check is in the mail today.
E *The Climate Registry reimbursed payment was received 6/28/2024 for travel 12/07/23-12/12/23
** The Asian and Pacific Islander Legislative Caucus Foundation served as an intermediary for the travel payments made by the entities listed above for the Bay Area Caucus Summit.
E ** The Asian and Pacific Islander Legislative Caucus Foundation served as an intermediary for the travel payments made by the entities listed above for the Bay Area Caucus Summit.