Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $3.8 M
Salary
- Unknown
Employment
- Started 06/22/2021
Financial Disclosure Details - OGE Form 278e (01/29/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Seattle, Washington | CEO | Present | |
2 | Seattle, Washington | Board Member | 1/2021 | |
3 | Washington, District of Columbia | Board Member | Present | |
4 | Oakland, California | Board Member | Present | |
5 | Washington, District of Columbia | OPM Agency Lead | 1/2021 | |
6 | Arlington, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Philanthropy Northwest, a regional philanthropic network that supports and provides learning and collaborative funding opportunities for philanthropic institutions in a six-state region in the Northwest | Salary | $288,128 | |
2 | SEP-IRA | |||
2.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Philanthropy Northwest 403b | |||
3.1 | Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Tides Foundation 403b | |||
4.1 | CREF Money Market Account (RI) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | CREF Social Choice Account (RI) | $50,001 - $100,000 | None (or less than $201) | |
5 | ROTH IRA | |||
5.1 | TIAA-CREF Social Choice Equity Fund Retirement Class Shares (TRSCX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Seattle, Washington | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 12/2017 | |
2 | San Francisco, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 3/2003 | |
3 | TAMPA, Florida | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2009 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Seattle, Washington | CEO |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Harvard University | salary, bonus | ||
2 | IRA | |||
2.1 | Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX) | $100,001 - $250,000 | None (or less than $201) | |
3 | HARVARD UNIVERSITY 403b | |||
3.1 | Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
2 | Residential real estate, Savannah, GA | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
3 | Family Revocable Trust | |||
3.1 | Residential real estate, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Residential real estate, Washington, DC | None (or less than $1,001) | Rent or Royalties Capital Gains | $100,001 - $1,000,000 |
5 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | $100,001 - $250,000 | None (or less than $201) | |
6 | Vanguard Municipal Money Market Fund Investor Shares (VMSXX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard Wellesley Income Fund Investor Shares (VWINX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $50,001 - $100,000 | None (or less than $201) | |
9 | Virginia 529 Plan | Cash Distribution | $10,197 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $500,001 - $1,000,000 | 2020 | 30 year |
2 | Caliber Home Loans | $250,001 - $500,000 | 2015 | 30 yr |
3 | TD Bank | $250,001 - $500,000 | 2004 | 30 yr |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 4 | Property sold in November 2020 |
8 | 3 | Mortgage for property sold in November 2020. |
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