Estimated Net Worth
- $69 K - $389 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | Results for America | |||
1.1 | Vanguard Target Retirement 2060 Fund | $50,001 - $100,000 | None (or less than $201) | |
1.2 | American Century Disc Core Value I | $1,001 - $15,000 | None (or less than $201) | |
1.3 | AB Discovery Growth I | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Principal MidCap Value I Instl | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Small-Cap Growth Index Adm | $1,001 - $15,000 | None (or less than $201) | |
1.6 | American Funds EuroPacific Gr R5 | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will not participate in this defined contribution plan after my separation. | 3/2015 |
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 | Fundrise Income Real Estate Fund REIT | $1,001 - $15,000 | None (or less than $201) | |
2 | West Coast eREIT | $1,001 - $15,000 | None (or less than $201) | |
3 | Flagship Real Estate Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | IQ Enhanced Core Plus Bond US ETF (AGGP) | $1,001 - $15,000 | $201 - $1,000 | |
5 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | $1,001 - $2,500 | |
6 | iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | None (or less than $1,001) | $201 - $1,000 | |
7 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | $201 - $1,000 | |
8 | iShares National Muni Bond ETF (MUB) | $1,001 - $15,000 | $1,001 - $2,500 | |
9 | Schwab US Broad Market ETF (SCHB) | None (or less than $1,001) | $201 - $1,000 | |
10 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $2,501 - $5,000 |
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 |
|---|---|---|
6 | 1 | Fundrise Income Real Estate Fund, LLC (the “Fund”) is a newly organized non-diversified, closed-end management investment company that is registered under the Investment Company Act of 1940, as amended (the “1940 Act”). The Fund is structured as an “interval fund” and continuously offers its common shares of limited liability company interests (“Shares” or “Common Shares”) at net asset value (“NAV”). The Fund was organized as a Delaware limited liability company on August 27, 2021. |
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