Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $2.9 M - $7.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/28/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Falls Church, Virginia
Member, Board of Directors
6/2020
2
Washington, District of Columbia
Member
Present
3
Bethesda, Maryland
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
D.C. Government 401 a
1.1
Vanguard Target Retirement 2025
$1,001 - $15,000
None (or less than $201)
2
Colgate University 1/24/2020
Honorarium
$300
3
IRA #1
3.1
IShares Core Dividend Growth ETF (DGRO)
$1,001 - $15,000
None (or less than $201)
3.2
IShares Core S&P Mid-CAP ETF (IJH)
$15,001 - $50,000
None (or less than $201)
3.3
IShares Core S&P Small-Cap (IJR)
$15,001 - $50,000
None (or less than $201)
3.4
IShares Russell 1000 Growth ETF (IWF)
$15,001 - $50,000
None (or less than $201)
3.5
IShares Russell 1000 Value ETF (IWD)
$50,001 - $100,000
None (or less than $201)
3.6
IShares S&P 100 ETF (OEF)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Inactive 401 (a) account. I will continue to maintain account but the plan sponsor no longer makes contributions.
3/2012

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
IRA
1.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.2
AQR Managed Futures Fund CL (AQMIX)
$15,001 - $50,000
None (or less than $201)
1.3
Edgwood Gross Fund Instl CL (EGFIX)
$100,001 - $250,000
None (or less than $201)
1.4
Champlain Small Company Class Instl (CIPNX)
$15,001 - $50,000
None (or less than $201)
1.5
Blackrock Advantage Intl K (BROKX)
$50,001 - $100,000
None (or less than $201)
1.6
Calamos Market Neutral Income CL (CMNIX)
$15,001 - $50,000
None (or less than $201)
1.7
Harbor LCV Ret (HNLVX)
$100,001 - $250,000
None (or less than $201)
1.8
Harding Loevner Intl Equity Port Instl (HLMIX)
$50,001 - $100,000
None (or less than $201)
1.9
Tortoise MLP and Pipeline FD Instl (TORIX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Joint Brokerage Account #1:
1.1
BlackRockGlobal Allocation Fund, Inc Institutional Shares (MALOX)
$50,001 - $100,000
$201 - $1,000
1.2
DWS Enhanced Commodity Strategy Fund Institutional Class Shares (SKIRX)
$1,001 - $15,000
$201 - $1,000
1.3
T Rowe Price Large-Cap Value Fund (TILCX)
$50,001 - $100,000
$1,001 - $2,500
1.4
Vanguard PrimeCap Core Fund Investor Shares (VPCCX)
$100,001 - $250,000
$2,501 - $5,000
1.5
Loomis Sayles Global Bond Fund Institutional Class (LSGBX)
$15,001 - $50,000
$201 - $1,000
1.6
PIMCO Dynamic Bond Fund Inst. - PFIUX
$15,001 - $50,000
$1,001 - $2,500
1.7
Goldman Sachs Fin Sq Govt Fst Instl - FGTXX
$100,001 - $250,000
$1,001 - $2,500
2
Joint Brokerage Account #2
2.1
IShares TIPS Bond ETF - TIP
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Goldman Sachs/Loan Care
$1,000,001 - $5,000,000
2020
Five Year ARM
2
Goldman Sachs/Loan Care
$1,000,001 - $5,000,000
2015
Five Year ARM

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
3
Trust currently holds no assets
8
1
This was a refinance of mortgage loan number 2.

Do you have information about Andrew Fois that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2022 Biden's Basement. All rights reserved