Trina Dutta
Sr Advisor - Substance Abuse and Mental Health Services Administration
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.6 M - $8.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/11/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Director, Strategic Management & Policy Division
3/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
District of Columbia Department of Behavioral Health
Salary
$182,000
2
District of Columbia, Filer's 401(a) plan
2.1
Vanguard Target Retirement 2045 Trust I
$50,001 - $100,000
None (or less than $201)
3
District of Columbia, Filer's 457(b) plan
3.1
Vanguard Target Retirement 2045 Trust I
$15,001 - $50,000
None (or less than $201)
3.2
DC Plus Large Cap Value Portfolio, 457(b) Plan
$1,001 - $15,000
None (or less than $201)
3.3
American Funds Fundamental Investors, Class R-6 (RFNGX)
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard Institutional Index Fund, Institutional Plus Shares (VIIIX)
$1,001 - $15,000
None (or less than $201)
3.5
DC Plus Large Cap Growth Portfolio, 457(b) Plan
$15,001 - $50,000
None (or less than $201)
3.6
Arial Fund, Institutional Class (ARAIX)
$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 retain this 401(a) defined contribution plan. Neither the plan sponsor nor I will make further contributions after my separation.
11/2015
2
Washington, District of Columbia
I will continue to retain this 457(b) defined contribution plan. Neither the plan sponsor nor I will make further contributions after my separation.
11/2014
3
Washington, District of Columbia
Pursuant to my employment agreement, I will receive my final paycheck for services rendered during the week (40 hours) before my departure from the District of Columbia Department of Behavioral Health. This payment might be made in March 2021; I cannot state with certainty when it will occur.
10/2018
4
Washington, District of Columbia
Pursuant to my employment agreement, I will receive a payout for annual leave accrued during my employment with the District of Columbia Department of Behavioral Health. It can take eight to ten weeks from my departure from the agency to receive that payout; I cannot state with certainty when it will occur.
10/2018
5
Washington, District of Columbia
Pursuant to standard employment benefits, I will continue to receive health care benefits for thirty days after my departure from the agency.
10/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Director, Strategic Management & Policy Division

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
District of Columbia Office of the Attorney General
Salary
2
Jazz percussionist, sole proprietor
Performance Fees
3
Jazz percussionist, sole proprietor
Arts Grants
4
District of Columbia, Spouse's 401(a) plan
4.1
Vanguard Target Retirement 2040 Trust I
$1,001 - $15,000
None (or less than $201)
5
District of Columbia, Spouse's 457(b) plan
5.1
Vanguard Target Retirement 2040 Trust I
$15,001 - $50,000
None (or less than $201)
6
Sonosky, Chambers, Sachse, Endreson & Perry, LLP, 401(k) plan
6.1
Stable Asset Return Fund, R2
$15,001 - $50,000
None (or less than $201)
6.2
Bond Index Fund, R2
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
DC College Savings Plan #1
1.1
DC College Savings 2037 Portfolio
$1,001 - $15,000
None (or less than $201)
1.2
DC College Savings 2034 Portfolio
$15,001 - $50,000
None (or less than $201)
2
DC College Savings Plan #2
2.1
DC College Savings In College Portfolio
$1,001 - $15,000
None (or less than $201)
3
DC College Savings Plan #3
3.1
DC College Savings 2022 Portfolio
$1,001 - $15,000
None (or less than $201)
4
DC College Savings Plan #4
4.1
DC College Savings 2025 Portfolio
$1,001 - $15,000
None (or less than $201)
5
Residential real estate #1, Washington, DC
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Branch Banking & Trust Co.
$250,001 - $500,000
2011
15 years
2
Vellum Mortgage, Inc.
$500,001 - $1,000,000
2020
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
BB&T and SunTrust have merged to become Truist, but the mortgage statements the filer receives are still from BB&T. BB&T will continue to offer independent product lines for a period of time. MS.

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