Bonnie Adair Morse
Deputy Assistant Secretary Of Capital Access (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $5.6 M
Salary
- Unknown
Employment
- 02/01/2021 - 02/28/2023
Departed Administration
- Yes
Post Appointment Role
- Founding Faculty Director, Sustainable and Impact Finance (SAIF) (University of California Berkeley, Haas School of Business)
Financial Disclosure Details - OGE Form 278e (05/29/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Berkeley, California | Assistant Professor | 2/2021 | |
2 | Oslo | Expert Panel Member for yearly panel | 12/2020 | |
3 | Washington, District of Columbia | Consultant for a Report | 3/2019 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | University of California - Berkeley | Salary | $391,897 | |
2 | Ministry of Finance - Norway | Payment for 1 day of expert panel presentation plus preparation of assessments. | $4,085 | |
3 | International Finance Corporation | Consulting Fees | $3,500 | |
4 | University of California 403(B) | |||
4.1 | NON40OJNWUC PATHWAY 2030 | $250,001 - $500,000 | None (or less than $201) | |
4.2 | NON40OR82UC REAL ESTATE FUND | $15,001 - $50,000 | None (or less than $201) | |
5 | University of California DCP | |||
5.1 | NON40OJNWUC PATHWAY 2030 | $15,001 - $50,000 | None (or less than $201) | |
5.2 | NON40OR82UC REAL ESTATE FUND | $15,001 - $50,000 | None (or less than $201) | |
6 | University of California 457(B) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Berkeley, California | I am currently on an unpaid leave of absence. The leave is until December 2021 and may be renewed. | 2/2021 | |
2 | Berkeley, California | I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions. | 7/2012 | |
3 | Berkeley, California | I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions. | 7/2012 | |
4 | Berkeley, California | I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions. | 7/2012 | |
5 | Berkeley, California | I am on leave from my academic job and my defined benefit pension plan is on hold. I am vested and qualify for $1,200/month at the age of 65. | 7/2013 | |
6 | Chicago, Illinois | I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions. | 7/2007 | |
7 | Chicago, Illinois | I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions. | 7/2007 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Berkeley, California | Assistant Professor |
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 | Chase (Cash Account) | $100,001 - $250,000 | None (or less than $201) | |
2 | Vanguard Brokerage (Cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Inherited IRA | |||
3.1 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Invesco S&P 500 Low Volatility ETF (SPLV) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Invesco Variable Rate Preferred ETF (VRP) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | iShares 1-3 Year Treasury Bond ETF (SHY) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | iShares Aaa - A Rated Corporate Bond ETF (QLTA) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $15,001 - $50,000 | 2013 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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