Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $5.6 M - $15.4 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/08/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington D.C., District of Columbia
Professor
Present
2
Bethesda, Maryland
President
Present
3
Bogota, Outside U.S.
Board Member
12/2019
4
Washington, D.C., District of Columbia
Board Member of Science, Technology and Economic Policy Board
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Georgetown University
Salary
$290,577
2
Kugler Economic Associates (economic consulting)
$50,001 - $100,000
Received by company and kept in reserves.
$57,939
3
Kugler Economic Associates Cash Balance Plan and Profit Sharing Plan - Ameriprise Financial
$1,001 - $15,000
None (or less than $201)
4
Georgetown University Defined Contribution Plan
4.1
Voluntary Contribution Retirement Plan (VCRP)
4.1.1
Fidelity Contrafund - FCNKX
$15,001 - $50,000
None (or less than $201)
4.1.2
Fidelity FDM IDX 2050 IPR - FFOPX
$1,001 - $15,000
None (or less than $201)
4.1.3
Fidelity Extended Market IDX – FSMAX
$1,001 - $15,000
None (or less than $201)
4.2
Defined Contribution Retirement Plan (DCRP)
4.2.1
Fidelity Contrafund - FCNKX
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington D.C., District of Columbia
I have been granted an unpaid leave of absence up to two years from my faculty position with the option to request an extension of up to two additional years. I will continue receiving a reduced tuition benefit for a child during the initial two-year leave.
6/2021
2
Washington, D.C., District of Columbia
I will continue to participate in my defined contribution plans. No contributions will be made during my leave.
8/2010
3
Houston, Texas
I will continue to participate in these defined contribution plans, but the plan sponsor no longer makes contributions
8/2003
4
Boston, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2006
5
Bethesda, Maryland
My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. I will continue to participate in my cash balance plan and profit sharing plan but will not make contributions during my appointment.
6/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington D.C., District of Columbia
Faculty member
2
Bethesda, Maryland
Consulting services
3
Cali, Outside U.S.
Consulting services
4
Washington, District of Columbia
Consulting services

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Donoso & Partners, LLC (immigration law)
$100,001 - $250,000
salary, LLC distribution
2
Fidelity 401(k) Rollover IRA
2.1
Fidelity Government Money Market - SPAXX
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Magellen Fund - FMAGX
$50,001 - $100,000
None (or less than $201)
2.3
T. Rowe Price Retirement 2045 FD – TRRKX
$100,001 - $250,000
None (or less than $201)
3
Donoso & Partners, LLC, 401(k) Plan
3.1
Principal LifeTime Hybrid 2030 CIT
$100,001 - $250,000
None (or less than $201)
3.2
Principal LifeTime Hybrid 2060 CIT
$250,001 - $500,000
None (or less than $201)
3.3
Principal Large Cap S&P 500 Index
$100,001 - $250,000
None (or less than $201)
4
Donoso & Partners LLC Cash Balance Plan and Profit Sharing Plan - Ameriprise Financial
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate, Bethesda, MD
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
2
Residential Real Estate, Rockville, MD
$500,001 - $1,000,000
Rent or Royalties
$50,001 - $100,000
3
U.S. money market account (cash)
$100,001 - $250,000
None (or less than $201)
4
U.S. brokerage account
4.1
American Tower Corporation (REIT) (AMT)
None (or less than $1,001)
Capital Gains
$201 - $1,000
4.2
Danaher Corp. (DHR)
None (or less than $1,001)
Capital Gains
$201 - $1,000
4.3
Eli Lilly & Co. (LLY)
None (or less than $1,001)
Capital Gains
$201 - $1,000
4.4
McDonald's Corp. (MCD)
None (or less than $1,001)
Capital Gains
$201 - $1,000
4.5
Real Estate Select Sector SPDR Fund
None (or less than $1,001)
$1,001 - $2,500
4.6
Vanguard Long Term Bond ETF
None (or less than $1,001)
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank-Fund Staff Federal Credit Union
$1,000,001 - $5,000,000
2018
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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