Chavonda Jacobs-Young
Under Secretary for Research, Education, and Economics
Estimated Net Worth
  • estimated net worth
    $793 K - $1.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/04/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Washington (Defined Contribution Plan)
1.1
TIAA Traditional (Annuity)
$1,001 - $15,000
None (or less than $201)
1.2
CREF Stock R3 Fund
$15,001 - $50,000
None (or less than $201)
1.3
CREF Growth R3 Fund
$50,001 - $100,000
None (or less than $201)
1.4
CREF Global Equities R3 Fund
$50,001 - $100,000
None (or less than $201)
1.5
TIAA Real Estate Fund
$1,001 - $15,000
None (or less than $201)
1.6
CREF Bond Market R3 Fund
$1,001 - $15,000
None (or less than $201)
1.7
CREF Money Market R3
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
None (or less than $1,001)
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, but the plan sponsor no longer makes contributions.
9/1995

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
Information Technology Coalition Incorporated (IT Consulting Firm)
salary
2
WWC Global (Management Consulting Firm)
salary
3
Boeing Stock
$1,001 - $15,000
None (or less than $201)
4
Boeing Company 401K Plan
4.1
Boeing Company Voluntary Investment Plan - Stable Value Fund
$500,001 - $1,000,000
None (or less than $201)
5
WWC Global LLC 401K Profit Sharing Plan (Defined Contribution Plan)
5.1
Fidelity Large Cap Growth Index Fund (FSPGX)
$1,001 - $15,000
None (or less than $201)
5.2
Fidelity Mid Cap Growth Index Fund (FMDGX)
$1,001 - $15,000
None (or less than $201)
5.3
Risk 1 - CP Conservative Model
5.3.1
DFA Inflation-Protected Securities Portfolio Institutional Class Shares (DIPSX)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Putnam Growth and Income A
$1,001 - $15,000
None (or less than $201)
2
Putnam Investors Fund - A
$1,001 - $15,000
None (or less than $201)
3
Putnam Voyager Fund A
$1,001 - $15,000
None (or less than $201)
4
U.S. credit union #1 (cash)
$50,001 - $100,000
None (or less than $201)
5
U.S. credit union #2 (cash)
$50,001 - $100,000
None (or less than $201)
6
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)
7
Union Security Insurance Company (Variable Universal Life Insurance Policy.)
7.1
Hartford Balanced HLS Fund
$1,001 - $15,000
None (or less than $201)
7.2
Blackrock S&P 500 Index
$15,001 - $50,000
None (or less than $201)
8
Maryland College 529 Investment Plan

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PNC Bank
$100,001 - $250,000
2016
15 years
2
Mohela, a loan servicer for the U.S. Department of Education
$15,001 - $50,000
2020
176 months starting after graduation
3
PNC Bank (Home Equity Loan)
$15,001 - $50,000
2016
Open Ended

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
4.1
The Boeing Company Voluntary Investment Plan - Stable Value Fund is independently administered and managed by the Newport Trust Company and my spouse does not participate in the selection of the Fund's investments. The Retirement Plan is not a profit sharing nor a stock bonus plan.

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