Estimated Net Worth
- $531 K - $1.2 M
Salary
- Unknown
Employment
- Started 04/13/2021
Financial Disclosure Details - OGE Form 278e (05/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | New York City Employees' Retirement System, defined benefit plan (value not readily ascertainable) eligible for approximately $2,000/month at age 57 | None (or less than $201) | ||
2 | New York City 457 Deferred Compensation Plan | |||
2.1 | Voya Target Retirement 2030 Fund | $50,001 - $100,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Fidelity Freedom 2030 Fund (FFFEX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined benefit plan. | 10/1994 | |
2 | New York, New York | I will continue to participate in this deferred compensation plan. Neither I nor my former employer will make any further contributions to the plan. | 1/2014 |
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 | The Century Foundation | salary | ||
2 | TIAA-CREF Retirement Account | |||
2.1 | CREF Equity Index Fund | $100,001 - $250,000 | None (or less than $201) | |
2.2 | CREF Bond Market Account Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | Maryland State Retirement System Defined Benefit Plan (value not readily ascertainable) | Retirement Payments |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Personal Retirement Variable Annuity | |||
1.1 | Fidelity VIP FundsManager 50 (FNAYC) | $250,001 - $500,000 | None (or less than $201) | |
2 | Fidelity International Index Fund (FSPSX) | None (or less than $1,001) | $5,001 - $15,000 | |
3 | Fidelity Extended Market Index Fund (FSMAX) | None (or less than $1,001) | $15,001 - $50,000 | |
4 | Fidelity 500 Index Fund (FXAIX) | None (or less than $1,001) | $100,001 - $1,000,000 | |
5 | Fidelity Tax-Free Bond Fund (FTABX) | None (or less than $1,001) | $1,001 - $2,500 | |
6 | Checking Account - US Credit Union #1 | $15,001 - $50,000 | None (or less than $201) | |
7 | Fidelity New York Municipal Income Fund (FTFMX) | None (or less than $1,001) | $2,501 - $5,000 | |
8 | Checking Account - US Credit Union #2 | $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 | Congressional Federal Credit Union | $500,001 - $1,000,000 | 2021 | 15 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Polly Trottenberg that is missing from this database?
Drop us a line at [email protected].