Estimated Net Worth
- $1.5 M - $4.2 M
Salary
- Unknown
Employment
- Started 05/16/2022
Records
Financial Disclosure Details - OGE Form 278e (07/28/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Richmond, Virginia | Special Assistant to the Governor for Coastal Adaptation and Protection | Present | |
2 | Norfolk, Virginia | Sole member | Present | |
3 | Washington, District of Columbia | Director | Present | |
4 | Richmond, Virginia | Director | Present | |
5 | Norfolk, Virginia | Director | Present | |
6 | Chapel Hill, North Carolina | Director | 1/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Office of the Governor, Commonwealth of Virginia | Salary | $172,827 | |
2 | Virginia Retirement System (VRS) | |||
2.1 | VRS 457 component: Target Date 2025 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VRS 401(a) component: Target Date 2025 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Invesco Oppenheimer Intl Growth Y | $1,001 - $15,000 | None (or less than $201) | |
3.2 | BNY Mellon Apprec Investor | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Eaton Vance Floating Rate I | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Federated Hermes MDT Small Cap Core Instl | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Oakmark Select Investor | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Richmond, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Richmond, Virginia | Special Assistant to the Governor for Coastal Adaptation and Protection | |
2 | Chatham, Virginia | 2019 Leader In Residence Guest speaker 16/17 January 2019. Date set prior to Commonwealth employment. Participation not affiliated with official Commonwealth duties, and conducted while on authorized leave. Compensation received through ACPhillips LLC. | |
3 | Norfolk, Virginia | Resilience consulting fees |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia Retirement System (VRS) | |||
1.1 | VRS defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
1.2 | VRS 401(a) component: Target Date 2030 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2 | Norfolk Collegiate School | salary | ||
3 | Traditional IRA | |||
3.1 | GROWTH FUND OF AMERICA A | $50,001 - $100,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | MULTI MANAGER VALUE STRATEGIES CL Z | $1,001 - $15,000 | None (or less than $201) | |
4.2 | MULTI MANAGER SMALL CAP EQUITY STRATEGIES CL Z | $1,001 - $15,000 | None (or less than $201) | |
4.3 | MULTI MANAGER GROWTH STRATEGIES CL Z | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Genworth whole life insurance #1 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2 | Genworth whole life insurance #2 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
3 | U.S. credit union certificate of deposit (cash) | None (or less than $1,001) | Interest | $1,001 - $2,500 |
4 | U.S. credit union checking (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. credit union money market (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
6 | U.S. credit union money market (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
7 | USAA Aggressive Growth Fund | $50,001 - $100,000 | $201 - $1,000 | |
8 | U.S. credit union checking (cash) | $15,001 - $50,000 | None (or less than $201) | |
9 | U.S. credit union savings (cash) | $50,001 - $100,000 | None (or less than $201) | |
10 | U.S. credit union money market (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navy Federal Credit Union | $100,001 - $250,000 | 2011 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | This is a single-member pass-through entity whose sole source of income is from my consulting fees. |
Do you have information about Ann Claire Phillips that is missing from this database?
Drop us a line at [email protected].