Laurence M. Schwartztol
Special Assistant to the President and Associate Counsel
Estimated Net Worth
- $383 K - $1.5 M
Salary
- $130 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/07/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Watertown, Massachusetts | Counsel | 1/2021 | |
2 | Boston, Massachusetts | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | CASH | $1,001 - $15,000 | None (or less than $201) | |
2 | AUEIX | $1,001 - $15,000 | None (or less than $201) | |
3 | BAFWX | $1,001 - $15,000 | None (or less than $201) | |
4 | BARIX | $1,001 - $15,000 | $201 - $1,000 | |
5 | BDSIX | $1,001 - $15,000 | None (or less than $201) | |
6 | BGHIX | $1,001 - $15,000 | None (or less than $201) | |
7 | CSVIX | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
8 | CTHAX | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
9 | DEMIX | $1,001 - $15,000 | None (or less than $201) | |
10 | EGFIX | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Watertown, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions when I separated. | 5/2017 | |
2 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions when I separated. | 8/2015 |
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 |
|---|---|---|---|---|
1 | Harvard University | salary, bonus | ||
2 | HARVARD UNIVERSITY TAX-DEFERRED ANNUITY PLAN | |||
2.1 | Vanguard Target Retirement 2045 Inst | $100,001 - $250,000 | None (or less than $201) | |
3 | RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIV | |||
3.1 | Vanguard Target Retirement 2045 Inst | $100,001 - $250,000 | None (or less than $201) | |
4 | Vang Inst Tg Rtm 45 Inst | $1,001 - $15,000 | None (or less than $201) | |
5 | Advance on forthcoming book publication from Liveright/Norto | Rent or Royalties | $15,001 - $50,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rent on primary residence | Rent or Royalties | $15,001 - $50,000 | |
2 | CTHAX (American Funds 2030 529A) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $10,001 - $15,000 | 2021 | Revolving |
2 | DBEAG | $15,001 - $50,000 | 2005 | 22 |
3 | Chase | $1,000,001 - $5,000,000 | 2021 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | Term information provided is approximate. |
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