Karen Elizabeth Skelton
Senior Advisor To The Secretary of Energy
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.1 M - $8.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (02/22/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Sacramento, California
Founder and CEO
2/2021
2
San Francisco, California
Board of Directors
1/2021
3
Los Angeles, California
Board of Directors
1/2021
4
Sacramento, California
Board of Directors
1/2021
5
Sacramento, California
Board of Directors
1/2021
6
Sacramento, California
Board of Directors
1/2021
7
Palo Alto, California
Advisor
1/2021
8
Washington, District of Columbia
Board of Directors
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Skelton Strategies
$500,001 - $1,000,000
Income from Skelton Strategies
$531,000
2
Oak Tree Strategies
$250,001 - $500,000
Income per fixed amount set for sale of business
$100,000
3
US bank cash account
$1,001 - $15,000
None (or less than $201)
4
AMERICAN BALANCED F2
$1,001 - $15,000
None (or less than $201)
5
AMERICAN GLOBAL BALANCED F2
$1,001 - $15,000
None (or less than $201)
6
AMERICAN INFL LNKD BD F2
$1,001 - $15,000
None (or less than $201)
7
AMERICAN MUTUAL F2
$1,001 - $15,000
None (or less than $201)
8
E V BALANCED I
$1,001 - $15,000
None (or less than $201)
9
FIDELITY ADV BALANCED I
$1,001 - $15,000
None (or less than $201)
10
AMERICAN FUNDAMENTAL INV F2
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Sacramento, California
Consulting Services
2
Sacramento, California
Consulting Services
3
Sacramento, California
Consulting Services
4
Washington DC
Consulting Services
5
Sunnyside, California
Consulting Services
6
San Francisco, California
Consulting Services
7
San Francisco, California
Consulting Services
8
Sacramento, California
Consulting Services
9
Sacramento, California
Consulting Services
10
Sacramento, California
Consulting Services

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Sacramento Public Defender Office
Salary
2
AMERICAN BALANCED A
$15,001 - $50,000
$201 - $1,000
3
AMERICAN CAP WRLD GR & INC A
$15,001 - $50,000
$201 - $1,000
4
AMERICAN WA MUTUAL A
$50,001 - $100,000
$1,001 - $2,500
5
VANGUARD TARGET 2025
$15,001 - $50,000
None (or less than $201)
6
FIDELITY CONTRAFUND K6
$50,001 - $100,000
None (or less than $201)
7
PARNASSUS CORE EQUITY INST
$50,001 - $100,000
None (or less than $201)
8
VANGUARD TARGET 2025
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank cash account
$100,001 - $250,000
None (or less than $201)
2
AT&T INC
$1,001 - $15,000
Dividends Capital Gains Interest
$201 - $1,000
3
BLOOM ENERGY CORP COM CL A
$100,001 - $250,000
None (or less than $201)
4
CISCO SYS INC
$1,001 - $15,000
None (or less than $201)
5
WALT DISNEY CO HLDG CO
$15,001 - $50,000
None (or less than $201)
6
MERCK & CO INC NEW COM
$1,001 - $15,000
Dividends Interest Capital Gains
$201 - $1,000
7
UNILEVER PLC (NEW) ADS
$15,001 - $50,000
Dividends Capital Gains Interest
$201 - $1,000
8
INVESCO S&P 500 EQUAL WEIGHT E
$15,001 - $50,000
$201 - $1,000
9
ISHARES CORE S&P 500 ETF
$50,001 - $100,000
$201 - $1,000
10
ISHARES MSCI EMERGING MKTS ETF
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
SBA PPP
$15,001 - $50,000
2020
NA

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Regards the sale of Skelton Strategies
6
38
cash accounts: Checking and Money market accounts.
8
1
Subject to any applicable forgiveness eligibility.

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