Estimated Net Worth
- $783 K - $2.1 M
Salary
- Unknown
Employment
- Started 03/29/2022
Financial Disclosure Details - OGE Form 278e (11/28/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Vice President for Financial and Business Strategy, and Treasurer. | Present | |
2 | San Francisco, California | Independent Director | Present | |
3 | Washington, District of Columbia | Fellow | Present | |
4 | Washington, District of Columbia | SAGE Advisor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Urban Institute | Salary and bonus | $673,353 | |
2 | Bank of the West (Banking) | Director's fees | $294,343 | |
3 | City and County of San Francisco, defined benefit plan (value not ascertainable): eligible for approximately $2,265 at age 60 | None (or less than $201) | ||
4 | SEP IRA | |||
4.1 | Vanguard Diversified Equity Fund Investor Shares (VDEQX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Vanguard Target Retirement 2050 Fund Investor Shares (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Urban Institute | |||
5.1 | Fidelity 500 Index Fund (FXAIX | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Vanguard Small-Cap Index Fund Admiral Shares VSMAX | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, California | I will continue to participate in this defined benefit plan. | 5/1999 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | |
3 | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 5/1999 | |
4 | Washington, District of Columbia | Pursuant to past practice, I may be eligible to receive a discretionary bonus based on my 2021 performance if I remain with the Urban Institute when bonuses are awarded in 2022. If the Urban Institute decides to pay me a bonus for work I performed during 2021, I will receive any bonus prior to assuming my duties or I will forfeit it. | 11/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Senior Vice President for Financial and Business Strategy and Treasurer | |
2 | San Francisco, California | service as an independent director |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Vanguard Intermediate-Term Investment- Grade Fund Investor Shares VFICX | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Windsor II Fund Investor Share VWNFX | $1,001 - $15,000 | None (or less than $201) | |
2 | SEP IRA | |||
2.1 | Vanguard 500 Index Fund Admiral Shares VFIAX | $50,001 - $100,000 | None (or less than $201) | |
3 | University of California, 403(b) Plan | |||
3.1 | Fidelity® 500 Index Fund FXAIX | $50,001 - $100,000 | None (or less than $201) | |
4 | California State Teachers' Retirement System, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
5 | University of California Retirement Savings Program, 403(b) plan | |||
5.1 | UC DCP - UC Pathway Fund 2030 | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Investment Company of America Class A Shares (AIVSX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $2,501 - $5,000 | |
3 | Growth Fund of America Class A Shares (AGTHX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Edison International (EIX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Fidelity Select Energy Portfolio (FSENX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Vanguard California Intermediate-Term Tax- Exempt Fund Investor Shares (VCAIX) | $15,001 - $50,000 | $2,501 - $5,000 | |
7 | Exelon Corp. (EXC) | $1,001 - $15,000 | None (or less than $201) | |
8 | U.S. bank #1 (cash) | $250,001 - $500,000 | Interest | $201 - $1,000 |
9 | U.S. bank # 1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
10 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
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 years |
2 | Chase Home Lending | $500,001 - $1,000,000 | 2014 | 10 years ARM |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | Mortgage refinanced in 2020. Current balance is $0. |
Do you have information about Nani Coloretti that is missing from this database?
Drop us a line at [email protected].