Financial Disclosure Details - OGE Form 278e (08/02/2021)

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
IRA, U.S. bank account (cash account)
$1,001 - $15,000
None (or less than $201)
2
TIAA, Traditional Interest Retirement Annuity, University of Michigan -- dates from the time (1984-93) when I was a faculty member there.
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Ann Arbor, Michigan
There will be no cash payments during my government service, but value of the fund grows over time.
7/1984

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
Fidelity Blue Chip Growth Fund
$100,001 - $250,000
None (or less than $201)
2
Fidelity Europe Fund
$50,001 - $100,000
None (or less than $201)
3
Fidelity Pacific Basin Fund
$100,001 - $250,000
None (or less than $201)
4
Fidelity Select Financial Fund
$15,001 - $50,000
None (or less than $201)
5
Fidelity Select Multimedia Fund
$100,001 - $250,000
None (or less than $201)
6
Fidelity Select Transport Fund
$50,001 - $100,000
None (or less than $201)
7
Fidelity Trend Fund
$100,001 - $250,000
None (or less than $201)
8
Jennison Large Cap Growth Fund
$50,001 - $100,000
None (or less than $201)
9
SSgA Stable Value Fund
$1,001 - $15,000
None (or less than $201)
10
Dodge and Cox Stock Fund
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
American CenturyUltra Fund
$1,000,001 - $5,000,000
None (or less than $201)
2
Janus Fund
$1,000,001 - $5,000,000
$1,001 - $2,500
3
Janus Money Market Fund
$1,001 - $15,000
None (or less than $201)
4
Vanguard Dividend Growth Fund
$250,001 - $500,000
$2,501 - $5,000
5
U.S. bank account (Cash Account)
$100,001 - $250,000
None (or less than $201)
6
Simon & Schuster, Book Royalties ("The Language of God")(Value not readily ascertainable)
Rent or Royalties
$15,001 - $50,000
7
HarperOne, Book Royalties ("Belief")(Value not readily ascertainable)
None (or less than $201)
8
Lippincott, Williams, and Wilkins, Book Royalties (Principles of Medical Genetics")(Value not readily ascertainable)
None (or less than $201)
9
HarperCollins, Book Royalties ("The Language of Life")(Value not readilty ascertainable)
None (or less than $201)
10
4.2 acres undeveloped proerty, Augusta County, VA
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard International Growth Fund Investor Shares (VWIGX)
Purchase
12/14/2020
$50,001 - $100,000
2
T Rowe Price New America Growth Fund, Inc Class I Shares (PNAIX)
Purchase
11/12/2020
$15,001 - $50,000
3
Vanguard Selected Value Fund Investor Shares (VASVX)
Sale
07/06/2020
$15,001 - $50,000
4
Vanguard Dividend Growth Fund
Purchase
10/27/2020
$15,001 - $50,000
5
GAMCO Growth Fund
Purchase
10/27/2020
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
SunTrust
$250,001 - $500,000
2010
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
John Templeton Foundation
West Conshohocken, Pennsylvania
2020 Templeton Prize
$582,477

Endnotes

Section
#
Description
5
5
This fund has been renamed Fidelity Select Comm Serv
6
1
Text of endnote on prior report removed; not relevant to this report.
9
1
The total value of the 2020 Templeton Prize was $1,347,477, but I arranged for direct donation of $765,000 to a total of nine charities.

Do you have information about Francis Collins 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