Allison Zelman
Deputy Chief of Staff
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $5.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington DC, District of Columbia
Director of Climate and Clean Energy Advocacy and Policy
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Gates Ventures
Salary/Bonus
$111,953
2
IRA #1
2.1
Washington Mutual Investors Fund - A (AWSHX)
$1,001 - $15,000
None (or less than $201)
3
Gates Ventures Retirement Account (Fidelity)
3.1
Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) 2050 (through Fidelity)
$50,001 - $100,000
None (or less than $201)
3.2
F Cash** (through Fidelity)
$1,001 - $15,000
None (or less than $201)
4
Democratic National Committee 401k Plan (Voya Retirement)
4.1
1299 Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares
$15,001 - $50,000
None (or less than $201)
5
Center for American Progress
5.1
Vanguard Target Retirement 2050 Fund (VFIFX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Seattle, Washington
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
7/2019
2
Washington DC, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2017
3
Washington DC, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
5/2013

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
PT Fund, Inc.
salary
2
Children's Defense Fund 403B plan
2.1
Calvert US Large-Cap Core Responsible Index Fund (I) (CISIX)
$15,001 - $50,000
None (or less than $201)
2.2
TIAA-CREF Lifecycle Index 2050 Fund Institutional Class (TLLIX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Savings Account (Ally Bank)
$50,001 - $100,000
Interest
$201 - $1,000
2
Residential Real Estate, Washington DC
$1,000,001 - $5,000,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$1,000,001 - $5,000,000
2020
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Salary

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