Isobel Coleman
Deputy Administrator for Policy
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $16.4 M - $36.0 M
Salary
  • salary
    Unknown
Employment
  • Started 11/03/2021

Financial Disclosure Details - OGE Form 278e (03/19/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
GiveDirectly
New York, New York
Chief Operating Officer
1/2020
2
Trilantic Capital Partners
New York, New York
Advisory Board member
6/2019
3
Friends Academy
Locust Valley, New York
Chair of Finance Committee
9/2020
4
National Outdoor Leadership School
Lander, Wyoming
Board member and Vice Chair
Present
5
Washington, District of Columbia
Team Lead for USUN Review Team
1/2021
6
Association of Marshall Scholars
New York, New York
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
GiveDirectly
Salary/Bonus
$44,966
2
McKinsey & Co. Retirement Plan
2.1
McKinsey Profit Sharing Retirement Plan Passive US Equities
$500,001 - $1,000,000
None (or less than $201)
2.2
McKinsey Profit Sharing Retirement Plan Passive Non-US Equities
$250,001 - $500,000
None (or less than $201)
2.3
McKinsey Profit Sharing Retirement Plan Passive US Bonds
$100,001 - $250,000
None (or less than $201)
2.4
McKinsey Money Purchase Pension Plan Passive US Equities
$100,001 - $250,000
None (or less than $201)
2.5
McKinsey Money Purchase Pension Plan Non-US Equities
$50,001 - $100,000
None (or less than $201)
2.6
McKinsey Money Purchase Pension Plan Passive US Bonds
$50,001 - $100,000
None (or less than $201)
3
Rollover IRA (formerly with TIAA-CREF from my time employed by CFR)
3.1
Vanguard Total Bond Market Index Fund
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
6/1992

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
GiveDirectly
New York, New York
Provided leadership and strategy; oversaw the development of partnerships.
2
Trilantic Capital Partners
New York, New York
Attended Advisory Board meetings and provided professional advice

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
The Hospital For Special Surgery (Faculty)
salary
2
Sterling Mets (Dr. Coleman is the team physician for the NY Mets)
salary
3
Cymedica Orthopedics (a medical brace company)
Over $1,000,000
None (or less than $201)
4
PNA Associates LP
Dividends
$15,001 - $50,000
4.1
Building in Philadelphia Naval Yards that houses the Vincera Surgery Center
Over $1,000,000
5
PNA Investors LLC (value not readily ascertainable)
Dividends
$2,501 - $5,000
5.1
Building in Philadelphia Naval Yards that houses the Vincera Surgery Center
Over $1,000,000
6
Vincera Institute ASC (ambulatory surgery center in Philadelphia)
$100,001 - $250,000
Dividends
$15,001 - $50,000
7
Stryker Corporation - Endoscopy Division
consulting fees
8
Struan H. Coleman MD LLC (Orthopedic practice)
Over $1,000,000
LLC Distribution

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Apple, Inc. (AAPL)
$100,001 - $250,000
Dividends
$1,001 - $2,500
1.2
Edwards Lifesciences Corp. (EW)
$50,001 - $100,000
None (or less than $201)
1.3
Facebook, Inc. (FB)
$50,001 - $100,000
None (or less than $201)
1.4
Alphabet, Inc. (GOOGL)
$50,001 - $100,000
None (or less than $201)
1.5
Microsoft Corp. (MSFT)
$15,001 - $50,000
Dividends
$201 - $1,000
1.6
NextEra Energy, Inc. (NEE)
$15,001 - $50,000
Dividends
$201 - $1,000
1.7
PayPal Holdings, Inc. (PYPL)
$50,001 - $100,000
None (or less than $201)
1.8
Visa, Inc. (V)
$50,001 - $100,000
Dividends
$201 - $1,000
1.9
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$500,001 - $1,000,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PHH Mortgage
$250,001 - $500,000
2003
20 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3
Filer's spouse owns 5.25% of the company valued at over $1M.
5
6
Filer's spouse owns 10% of the company.
6
13
Seahunter, Inc is a corporation set up to provide support to cultivation, processing and retailing of cannabis.
8
1
Home has an adjustable rate mortgage which is Libor plus 100 basis points.

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