Financial Disclosure Details - OGE Form 278e (05/15/2023)

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-Janus Henderson Research Fund Class D (JNRFX)
$100,001 - $250,000
$201 - $1,000
2
Northwest Airlines Defined Benefit Pension Plan for Contract Employees distributed by Delta Airlines Retirement Trust (value not readily ascertainable)
None (or less than $1,001)
Retirement payment Monthly amount is approx. $92. Delta Airlines owns the fund so the fund value belongs to them.
$1,001

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Northwest Airlines Defined Benefit Pension Plan for Contract Employees distributed by Delta Airlines Retirement Trust (value not readily ascertainable)
Atlanta, Georgia
Retirement Payment Monthly Amount is approximately $92. I will continue to participate as a beneficiary as a former employee of Northwest/Republic/North Central Airlines
7/1969

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U. S. bank #1 Cash Checking
$1,001 - $15,000
None (or less than $201)
2
Janus Henderson Research Fund(Non IRA)(JNRFX)
$50,001 - $100,000
None (or less than $201)
3
U.S. Bank#1 Savings
$100,001 - $250,000
None (or less than $201)
4
Credit Union #1 Checking
$1,001 - $15,000
None (or less than $201)
5
Credit Union #1 Savings
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
This is an IRA. I was required to make a Required Minimum Distribution from this IRA due to my age. The value of that distribution on 12/31/22 was $11, 739.
This is an EIF. Capital gains reinvested on 12/31/22 is $522.
2
2
The actual retirement income is $91.74 per month
3
1
I started employment with North Central Airlines in 7/1969 and became eligible to participate in that airline's defined benefit pension plan. Through a series of airline mergers this plan is now administered by Delta Air Lines pension trust. I was informed of my eligibility for pension benefits and mandatory distribution in 2015.
6
2
On 12/20/22 the taxable ordinary dividends of $172. were reinvested in the account. On 12/22/22 I deposited $5870. The value of the account on 12/31/22 was $95,309.

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