Lily Lawrence Batchelder
Assistant Secretary for Tax Policy (Departed Administration)
Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $2.4 M - $5.6 M
Salary
- Unknown
Employment
- Started 09/22/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (08/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Volunteer member of Treasury Agency Review Team | 1/2021 | |
2 | New York, New York | Consultant | 10/2021 | |
3 | Falls Church, Virginia | Member, Board of Directors | 10/2021 | |
4 | New York, New York | Robert C. Kopple Family Professor of Taxation | Present | |
5 | New York, New York | Faculty Co- Director | 10/2021 | |
6 | New York, New York | Faculty Director | 10/2021 | |
7 | New York, New York | Associate Editor | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NYU School of Law Foundation | Research grant | $108,243 | |
2 | Peter G. Peterson Foundation, receivable for quarterly consulting fees | Fees | $60,000 | |
3 | NYU School of Law | Salary | $265,578 | |
4 | US bank 1 HSA (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | NYU 457(b) plan | |||
5.1 | CREF Equity Index Account (R3) | $100,001 - $250,000 | None (or less than $201) | |
5.2 | TIAA-CREF Inflation-Linked Bond Account (R3) | $15,001 - $50,000 | None (or less than $201) | |
5.3 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Vanguard US Growth Fund Admiral Shares (VWUAX) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Unpaid leave of absence from tenured faculty position (2-years, subject to extension). Employer will not pay any housing allowance or make contributions to any retirement plans during leave. Pursuant to standard policy, employer will continue to pay premiums for my term life coverage for 12 months. | 2/2021 |
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 | U.S. Bank 1 checking account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Brokerage account | |||
2.1 | U.S. cash savings account | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Value Index Fund ETF Shares (VTV) | $50,001 - $100,000 | $201 - $1,000 | |
2.3 | Vanguard Total Stock Market Index Fund ETF (VTI) | $100,001 - $250,000 | $201 - $1,000 | |
2.4 | Vanguard Mid-Cap Value Index Fund ETF (VOE) | $15,001 - $50,000 | $201 - $1,000 | |
2.5 | Vanguard Small-Cap Value Index Fund ETF (VBR) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Vanguard Developed Markets Index Fund ETF (VEA) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.8 | Vanguard Emerging Markets Stock Index Fund ETF (VWO) | $100,001 - $250,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) | Purchase | 12/17/2021 | $1,001 - $15,000 |
2 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
3 | Vanguard US Growth Fund Admiral Shares (VWUAX) | Purchase | 12/14/2021 | $1,001 - $15,000 |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 10/04/2021 | $1,001 - $15,000 |
5 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 12/06/2021 | $1,001 - $15,000 |
6 | iShares National Muni Bond ETF (MUB) | Purchase | 10/18/2021 | $1,001 - $15,000 |
7 | iShares National Muni Bond ETF (MUB) | Purchase | 10/25/2021 | $1,001 - $15,000 |
8 | iShares National Muni Bond ETF (MUB) | Purchase | 11/08/2021 | $1,001 - $15,000 |
9 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Purchase | 11/22/2021 | $1,001 - $15,000 |
10 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Purchase | 12/20/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Access Group | $15,001 - $50,000 | 2002 | 122 months (as of 2/19/21) |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 8 | This Plan was not separately reported on Nom 278. Assets in this Plan mirrored the 457(b) and 403(b) Plans. |
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