Julia Gordon
Observations
- Lobbyist
Estimated Net Worth
- $700 K - $1.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/14/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | President | Present | |
2 | Washington, District of Columbia | Review Team Member | 1/2021 | |
3 | Los Angles, California | Co-Trustee | Present | |
4 | Los Angeles, California | Executor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Community Stabilization Trust 401K | |||
1.1 | State Street S&P 500 SVSPX | $250,001 - $500,000 | None (or less than $201) | |
2 | Center for American Progress 403b | |||
2.1 | BlackRock LifePath Index 2030 | $100,001 - $250,000 | None (or less than $201) | |
3 | Center for Responsible Lending/Self-Help Services Corporation 403b | |||
3.1 | Vanguard Value Index Fund Institutional Shares | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Mid-Cap Value Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
4 | National Community Stabliziation Trust | Salary and bonus | $390,970 | |
5 | Riversource Retirement Annuity | |||
5.1 | Variable Portfolio - Moderate Portfolio (Class 4) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan but the employer will cease making contributions upon my separation. | 9/2015 | |
2 | Washington, District of Columbia | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 7/2012 | |
3 | Washington, District of Columbia | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 4/2007 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | President of nonprofit organization, reporting to Board of Directors. Duties include budget, fundraising, staff management, program direction. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Manulife Financial (MFC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | T Rowe Price Maryland Tax-Free Bond | $50,001 - $100,000 | $201 - $1,000 | |
3 | Maryland Senator Edward J. Kasemeyer College Investment 529 Plan | |||
3.1 | Global Equity Market Index Portfolio | $50,001 - $100,000 | None (or less than $201) | |
4 | Maryland Senator Edward J. Kasemeyer College Investment 529 Plan | |||
4.1 | Global Equity Market Index Portfolio | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. bank #1 (Cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | General Electric Co. (GE) common shares | $1,001 - $15,000 | None (or less than $201) | |
7 | Westinghouse Air Brake Technologies Corp. (WAB) shares | None (or less than $1,001) | None (or less than $201) | |
8 | Highland Global Allocation Fund | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SunTrust/Truist | $250,001 - $500,000 | 2020 | 15 years |
2 | Wells Fargo | $250,001 - $500,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | Paid Off |
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