Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $5.5 M
Salary
  • salary
    Unknown
Employment
  • Started 02/05/2021

Financial Disclosure Details - OGE Form 278e (01/24/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
National Executive Director
10/2020
2
Washington, District of Columbia
Chief of Staff, Domestic COVID Team
Present
3
Washington, District of Columbia
Board Member
10/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Biden Transition (JBRPT)
Salary
$37,781
2
Children's Defense Fund
Salary/Bonus
$182,368
3
Children's Defense Fund, 403(b) plan:
3.1
Calvert US Large-Cap Core Responsible Index Fund (I) (CISIX)
$15,001 - $50,000
None (or less than $201)
3.2
TIAA-CREF Lifecycle Index 2050 Fund Institutional Class (TLLIX)
$15,001 - $50,000
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. The plan sponsor will not make further contributions after my separation.
3/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
I served as the Chief of Staff for the Domestic COVID Team.
2
Washington, District of Columbia
I served as the National Executive Director for this non-profit.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Democratic National Committee, 401(k) plan:
1.1
Vanguard Target Retirement 2050 Fund (VFIFX)
$15,001 - $50,000
None (or less than $201)
2
IRA #1:
2.1
Washington Mutual Investors Fund-A (AWSHX)
$1,001 - $15,000
None (or less than $201)
3
Gates Ventures, 401(k) plan:
3.1
Vanguard Target Retirement 2050 Fund (VFIFX)
$50,001 - $100,000
None (or less than $201)
3.2
Cash account
$1,001 - $15,000
None (or less than $201)
4
IRA #2:
4.1
Cash sweep account
$1,001 - $15,000
None (or less than $201)
5
Gates Ventures, LLC (policy advocacy)
Salary and bonus

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Savings)
$100,001 - $250,000
Interest
$1,001 - $2,500
2
Residential real estate, Washington, DC
$1,000,001 - $5,000,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$1,000,001 - $5,000,000
2020
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
5
Employment ended 02/26/2021.
8
1
Personal property rented out during reporting period.

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