Ann Carlson
Chief Counsel (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $5.8 M - $18.7 M
Salary
- Unknown
Employment
- 01/01/2021 - 01/01/2024
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (01/05/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Los Angeles, California | Professor | Present | |
2 | Washington, District of Columbia | Board Member | 1/2021 | |
3 | LA Waterkeeper | Los Angeles, California | Board Member | 1/2021 |
4 | Los Angeles, California | Co-Trustee | Present | |
5 | Fullerton, California | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | University of California | |||
1.1 | UC 403(B) | |||
1.1.1 | UC Dom Eq Index | $500,001 - $1,000,000 | None (or less than $201) | |
1.1.2 | UC Pathway 2025 | $250,001 - $500,000 | None (or less than $201) | |
1.1.3 | UC Bond Fund | $100,001 - $250,000 | None (or less than $201) | |
1.1.4 | UC Intl Eq Index | $50,001 - $100,000 | None (or less than $201) | |
1.1.5 | UC Savings Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | UC Capital Accumulation Provision retirement account | $15,001 - $50,000 | None (or less than $201) | |
1.3 | UC 457(B) | |||
1.3.1 | UC Dom Eq Index | $500,001 - $1,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in this 403(b) defined contribution plan. The plan sponsor ceased making contributions during my leave of absence. | 7/1994 | |
2 | Los Angeles, California | I will continue to participate in this defined benefit plan. | 7/1994 | |
3 | Los Angeles, California | Pursuant to university policy, I am on an unpaid leave of absence during my government service, which is renewable on an annual basis. | 1/2021 | |
4 | Los Angeles, California | I will continue to participate in this cash balance pension plan. The plan sponsor ceased making contributions during my leave of absence. | 7/1994 | |
5 | Los Angeles, California | I will continue to participate in this 457(b) defined contribution plan. The plan sponsor ceased making contributions during my leave of absence. | 7/1994 | |
6 | Los Angeles, California | I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions during my leave of absence. | 7/1994 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Los Angeles, California | Professor |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | State of California | salary | ||
2 | County of Los Angeles 401(k) | |||
2.1 | horizons 2030 Target Date Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | State of California Judiciary, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
4 | GE Retirement Savings Defined Contribution Plan | |||
4.1 | GE RSP US Equity Fund (GESSX) | $15,001 - $50,000 | None (or less than $201) | |
5 | County of LA Defined Contribution Plan | |||
5.1 | Savings 2030 Target Date Fund | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Savings Stable Value Fund | $15,001 - $50,000 | None (or less than $201) | |
6 | Spouse Rollover IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank account #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. brokerage cash account | $1,001 - $15,000 | None (or less than $201) | |
4 | Family Trust #1 | |||
4.1 | Residential real estate - apartment building (Los Angeles, CA) | $1,000,001 - $5,000,000 | Rent or Royalties | $100,001 - $1,000,000 |
4.2 | CrossingBridge Low Duration High Yield Fund Institutional Class Shares (CBLDX) | $15,001 - $50,000 | $1,001 - $2,500 | |
4.3 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $50,001 - $100,000 | $1,001 - $2,500 | |
4.4 | RiverPark Short Term High Yield Fund Institutional Class Shares (RPHIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
4.5 | Shenkman Capital Short Duration High Income Fund Institutional Class Shares (SCFIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
4.6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cenlar FSB | $1,000,001 - $5,000,000 | 2020 | 30 year fixed |
2 | Citibank | $15,001 - $50,000 | 2018 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I am currently on leave from this position. |
5 | 3 | eligible at 70 for payments in accordance with the following formula: (annual salary at time of retirement) x (number of years of service) x (3.75%). |
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