Adriana Kugler
Observations
- Millionaire
Estimated Net Worth
- $5.6 M - $15.4 M
Salary
- Unknown
Records
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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