Marjorie Rollinson
Chief Counsel for the IRS
Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $8.0 M
Salary
- Unknown
Employment
- Started 02/29/2024
Post Appointment Role
- Deputy Director of National Tax (EY)
Records
Financial Disclosure Details - OGE Form 278e (03/31/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Ernst&Young | Washington, District of Columbia | Deputy of National Tax Department | 2/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Ernst&Young | Partnership distribution | $359,544 | |
2 | Roth IRA | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity Capital & Income Fund (FAGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Fidelity SAI Inflation-Focused Fund (FIFGX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | $250,001 - $500,000 | None (or less than $201) | |
2.8 | Fidelity SAI High Income Fund Fidelity SAI High Income Fund (FSHGX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Ernst& Young | Washington, District of Columbia | Pursuant to the partnership agreement, I will continue to receive fixed monthly retirement payments. | 10/1997 |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1987 | |
3 | Washington, District of Columbia | Pursuant to the partnership agreement, all retired partners are permitted to continue to participate in the term life insurance plan. The plan sponsor does not make any contributions to this plan. | 3/2019 | |
4 | Washington, District of Columbia | Pursuant to the partnership agreement, all retired partners are permitted to continue to participate in the health insurance plan. The plan sponsor does not make any contributions. I will no longer participate in this health insurance plan upon entering Government service. | 10/1987 | |
5 | Washington, District of Columbia | Pursuant to the partnership agreement, all retired partners are permitted to continue to participate in a health savings account. I will continue to participate in this health savings account. The plan sponsor doesn’t make contributions. | 1/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Ernst&Young | Washington, District of Columbia | Services as Deputy of National Tax Department |
2 | Washington, District of Columbia | Tax services (client of Ernst & Young) | |
3 | New Brunswick, New Jersey | Tax services (client of Ernst & Young) | |
4 | Global Indemnity Group | Bala Cynwyd, Pennsylvania | Tax services (client of Ernst & Young) |
5 | Dupont De Nemours | Wilmington, Delaware | Tax services (client of Ernst & Young) |
6 | Bentonville, Arkansas | Tax services (client of Ernst & Young) | |
7 | Electronic Arts | Redwood City, California | Tax services (client of Ernst & Young) |
8 | Analog Devices | Wilmington, Massachusetts | Tax services (client of Ernst & Young) |
9 | Becton Dickinson | Franklin Lakes, New Jersey | Tax services (client of Ernst & Young) |
10 | Fresenius Kabi AG | Bad Homburg, Germany, Outside U.S. | Tax services (client of Ernst & Young) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | TIAA-Cref | |||
1.1 | CREF Stock R1 | $15,001 - $50,000 | None (or less than $201) | |
1.2 | CREF Equity Index R1 | $50,001 - $100,000 | None (or less than $201) | |
1.3 | TIAA Real Estate | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Money Market Portfolio Institutional Class (FNSXX) | $250,001 - $500,000 | $201 - $1,000 | |
2 | Fidelity Total Market Index Fund (FSKAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | McCormick & Co., Inc. (MKC) | $1,001 - $15,000 | None (or less than $201) | |
4 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Casks of Whiskey | $100,001 - $250,000 | None (or less than $201) | |
6 | US Bank #3 (cash account) | $100,001 - $250,000 | Interest | $201 - $1,000 |
7 | Alexandria VA Bonds | $15,001 - $50,000 | None (or less than $201) | |
8 | Fairfax County VA, Bonds | $15,001 - $50,000 | None (or less than $201) | |
9 | Fairfax County, VA Public Improvement Bonds | $15,001 - $50,000 | None (or less than $201) | |
10 | Hampton Roads, VA Transportation Bonds | $15,001 - $50,000 | None (or less than $201) |
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 |
|---|---|---|
3 | 1 | The pension is paid out of firm earnings and firm's pension obligation is capped at 10% of firm earnings. |
6 | 29 | Sold this property in 2022 |
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