Caroline Kennedy
U.S. Ambassador to Australia
Estimated Net Worth
  • estimated net worth
    $28.5 M - $116.6 M
Salary
  • salary
    Unknown
Employment
  • Started 05/05/2022

Financial Disclosure Details - OGE Form 278e (07/27/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chicago, Illinois
Director
1/2021
2
Carnegie Corporation
New York, New York
Trustee
Present
3
US-Japan Foundation
New York, New York
Director
Present
4
New York, New York
Board of Advisors
Present
5
Asia Society
New York, New York
Trustee
11/2020
6
Joseph P. Kennedy, Jr. Foundation
Washington, District of Columbia
Director
8/2019
7
Article 4th Trusts FBO of RS, TS, and JS (Family Trust #1)
New York, New York
Trustee
Present
8
Article 5th Trusts FBO of RS, TS, and JS (Family Trust #2)
New York, New York
Trustee
Present
9
KS 2012 Family Trust FBO Children (Family Trust #3)
New York, New York
Trustee
Present
10
Caroline B. Kennedy 1982 Trust (revocable)
New York, New York
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Boeing Company, Restricted Stock Units (vested)
$250,001 - $500,000
None (or less than $201)
2
The Boeing Company
Directors Cash Fees
$168,750
3
ROTH IRA
3.1
GS SHORT DURATION INCOME FUND
$100,001 - $250,000
None (or less than $201)
3.2
US bank (cash)
None (or less than $1,001)
None (or less than $201)
4
SEP IRA
4.1
GS SHORT DURATION INCOME FUND
$100,001 - $250,000
None (or less than $201)
4.2
US bank (cash)
None (or less than $1,001)
None (or less than $201)
5
National Association of Realtors - 2/26/20
Honorarium
$125,000
6
Vanderbilt University - 4/30/2021
Honorarium
$125,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Chicago, Illinois
Position terminated as of January 13, 2021. Pursuant to The Boeing Company Deferred Compensation Plan for Directors (the “Plan”), I received a portion of my director’s fees in the form of Restricted Stock Units valued at the closing price for Boeing stock as of the date of grant. Under the Plan, I will receive in January 2022 shares of common stock in Boeing equal to the aggregate number of Restricted Stock Units previously issued to me. I then will sell my shares for cash within the allowed time under my Ethics Agreement.
9/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Chicago, Illinois
Director. Served on the following committees: Audit, Compensation, Finance, Governance and Nominating Committees.
2
Ringling College Library Association
Sarasota, Florida
Keynote remarks at lecture series
3
United States Conference of Mayors
Washington, District of Columbia
Annual meeting keynote in Honolulu, HI
4
Emmanuel College
Boston, Massachusetts
Centennial Convocation Keynote
5
Judson University World Leaders Forum
Elgin, Illinois
Remarks at annual speaking event in Schaumburg, IL
6
National Association of Realtors
Chicago, Illinois
Annual conference keynote in Miami, FL
7
Fabbit, Co. Ltd.
Tokyo, Outside U.S.
Virtual Q&A for business meeting
8
Nashville, Tennessee
Class Day speaker
9
Association of Certified Professional Accountants
Durham, North Carolina
Virtual remarks at annual conference

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Edwin Schlossberg Incorporated (Design)
salary
2
NBBJ PLLC NY (Design)
salary
3
School of Visual Arts (Design)
salary
4
ES Art Sales (Art)
$100,001 - $250,000
Art Sales
5
Edwin Schlossberg Incorporated ("ESI") (ESI sold its entire business to NBBJ PLLC in February 2020 and ceased all business operations at that time. It is now a shell company that is in the process of dissolving and terminating its existence.)
$250,001 - $500,000
Capital Gains
Over $1,000,000
6
IRA R/O, no remaining assets
cash payments
$637,297
7
NBBJ 401(k)
7.1
American Fd American Bal R6
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
1959 Trust Brokerage 1
1.1
GS SHORT DURATION INCOME FUND CLASS P
$500,001 - $1,000,000
$2,501 - $5,000
1.2
U.S. brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
2
1959 Trust Brokerage 2
2.1
U.S. brokerage (cash)
$15,001 - $50,000
Interest
$201 - $1,000
3
1959 Trust Brokerage 3 (BONDS)
3.1
AECOM 5.125% 03/15/2027 USD SER WI SR LIEN
$1,001 - $15,000
None (or less than $201)
3.2
AIR LEASE CORP 3.375% 07/01/2025 USD SR LIEN
$1,001 - $15,000
None (or less than $201)
3.3
ALBERTSONS COS INC / SAFEWAY I 4.625% 01/15/2027 USD PVT REGS SR LIEN NEW ALBERTSONS LP / ALBERTSONS
$1,001 - $15,000
None (or less than $201)
3.4
ARCELORMITTAL SA 4.25% 07/16/2029 USD SR LIEN
$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
Martha’s Vineyard Savings Bank (satisfied in full Oct. 2020)
$1,000,001 - $5,000,000
2018
30 years
2
Blackstone Communications Partners I L.P.
$15,001 - $50,000
2000
On demand
3
Blackstone Capital Partners V L.P.
$50,001 - $100,000
2005
On demand
4
Carlyle Venture Partners II, L.P.
$15,001 - $50,000
2001
On demand
5
WEST STREET GLOBAL GROWTH PART
$1,000,001 - $5,000,000
2021
On demand
6
WEST STREET CAPITAL PTNRS VII L.P.
$500,001 - $1,000,000
2016
On demand
7
HORIZON ENVIRONMENT & CLIMATE SOLUTIONS
$250,001 - $500,000
2021
On demand
8
WEST STREET SENIOR CREDIT PART III
$1,000,001 - $5,000,000
2021
On demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
15
Receivable has been paid in full subsequent to filling.
5
1
Edwin Schlossberg Incorporated (“ESI”) sold its entire business to NBBJ PLLC in February 2020 and ceased all business operations at that time. It is now a shell company that is in the process of dissolving and terminating its existence. My spouse received no further salary from ESI following the sale. He received no equity in NBBJ PLLC in connection with the sale of ESC and holds no equity in NBBJ PLLC currently.
5
6
Upon the sale of the business of ESI to NBBJ PLLC NY, ESI’s 401(k) Plan was terminated and my spouse’s balance was transferred to a newly formed Rollover IRA. Subsequently that Rollover IRA itself terminated and distributed the full amount ($637,297) to my spouse in a taxable distribution. As a separate matter, my spouse became eligible to participate in the 401(k) plan sponsored by NBBJ PLLC; he has taken no distributions from that plan.
6
30.1.1
Oil & Gas Leases, county and state, and name of lessee: KINGFISHER, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; CREEK, OK - SUNOCO, INC. (R&M); KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; GAINES, TX - LERETA LLC 2020; XTO ENERGY INC; POTTAWATOMIE, OK - CIRCLE 9 RESOURCES LLC; SUNOCO, INC. (R&M); GAINES, TX - LERETA LLC 2020; XTO ENERGY INC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; HUGHES, OK - SILVER CREEK OIL & GAS, LLC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; GRADY, OK - GULFPORT MIDCON LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; KINGFISHER, OK - RED BLUFF RESOURCES OPER LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - ALTA MESA SERVICES LP; BCEMACH LLC; OKLAHOMA, OK - REVOLUTION RESOURCES, LLC; SUNOCO, INC. (R&M); SUPERIOR PIPELINE COMPANY, L.L.C.; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; CREEK, OK - COFFEYVILLE RESOURCES, LLC; DORADO OIL COMPANY; STARR, TX - HILCORP ENERGY/SAN JUAN; MCMULLEN, TX - LERETA LLC 2020; REMORA OPERATING, LLC; SUNDANCE ENERGY; STARR, TX - HILCORP ENERGY/SAN JUAN; HUGHES, OK - CALYX ENERGY, LLC; POTTAWATOMIE, OK - LEWIS A. HEMBREE PRODUCTION COMPANY; SUNOCO, INC. (R&M); LOGAN, OK - GILLILAND OIL & GAS, INC.; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020;
STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; OKLAHOMA, OK - STEPHENS & JOHNSON OPERATING CO.; STARR, TX - HILCORP ENERGY/SAN JUAN; DUVAL, TX - GULFMARK ENERGY; LERETA LLC 2020; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; DEWEY, OK - MEWBOURNE OIL COMPANY; OKLAHOMA, OK - REVOLUTION RESOURCES, LLC; SUNOCO, INC. (R&M); SUPERIOR PIPELINE COMPANY, L.L.C.; SEMINOLE, OK - KELLY COOK OIL LLC; SUNOCO, INC. (R&M); OKLAHOMA, OK - REVOLUTION RESOURCES, LLC; SUNOCO, INC. (R&M); SUPERIOR PIPELINE COMPANY, L.L.C.; JIM WELLS, TX - JETTA OPERATING COMPANY, INC.; LERETA LLC 2020; SUEANN OPERATING, LC; LINCOLN, OK - ENERSOURCE PETROLEUM, INC; LINCOLN, OK - PRAIRIE GAS COMPANY OF OKLAHOMA LLC; CANADIAN, OK - DEVON ENERGY PRODUCTION COMPANY L.P.; ST. MARY, LA - MARQUIS RESOURCES, LLC; PERDIDO SOUTHEAST, LLC; CREEK, OK - PHILLIPS 66 COMPANY; UPTON, TX - OSBORN HEIRS ROYALTY ACCT; LINCOLN, OK - SUNOCO, INC. (R&M); WEBB ENERGY RESOURCES, INC; ST. MARY, LA - MARQUIS RESOURCES, LLC; PERDIDO SOUTHEAST, LLC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STARR, TX - LERETA LLC 2020; MERIT ENERGY COMPANY; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; JONES, TX - BML INC/ CRUDE OIL MARKETING; LERETA LLC 2021; ANDREWS, TX - BURLESON PETROLEUM INC; FDL OPERATING LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; and DEWEY, OK - CRAWLEY PETROLEUM CORPORATION
6
31.1.1
Oil & Gas Leases, county and state, and name of lessee: KINGFISHER, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; CREEK, OK - SUNOCO, INC. (R&M); KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - OVINTIV EXPLORATION INC.; OVINTIV USA INC.; GAINES, TX - LERETA LLC 2020; XTO ENERGY INC; POTTAWATOMIE, OK - CIRCLE 9 RESOURCES LLC; SUNOCO, INC. (R&M); GAINES, TX - LERETA LLC 2020; XTO ENERGY INC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; HUGHES, OK - SILVER CREEK OIL & GAS, LLC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; GRADY, OK - GULFPORT MIDCON LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; KINGFISHER, OK - RED BLUFF RESOURCES OPER LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; KINGFISHER, OK - ALTA MESA SERVICES LP; BCEMACH LLC; OKLAHOMA, OK - REVOLUTION RESOURCES, LLC; SUNOCO, INC. (R&M); SUPERIOR PIPELINE COMPANY, L.L.C.; STEPHENS, OK - NEWFIELD EXPLORATION MIDCONTINENT INC; OVINTIV EXPLORATION INC.; OVINTIV USA INC.; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; CREEK, OK - COFFEYVILLE RESOURCES, LLC; DORADO OIL COMPANY; STARR, TX - HILCORP ENERGY/SAN JUAN; MCMULLEN, TX - LERETA LLC 2020; REMORA OPERATING, LLC; SUNDANCE ENERGY; STARR, TX - HILCORP ENERGY/SAN JUAN; HUGHES, OK - CALYX ENERGY, LLC; POTTAWATOMIE, OK - LEWIS A. HEMBREE PRODUCTION COMPANY; SUNOCO, INC. (R&M); LOGAN, OK - GILLILAND OIL & GAS, INC.; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020;
STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; OKLAHOMA, OK - STEPHENS & JOHNSON OPERATING CO.; STARR, TX - HILCORP ENERGY/SAN JUAN; DUVAL, TX - GULFMARK ENERGY; LERETA LLC 2020; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; DEWEY, OK - MEWBOURNE OIL COMPANY; OKLAHOMA, OK - REVOLUTION RESOURCES, LLC; SUNOCO, INC. (R&M); SUPERIOR PIPELINE COMPANY, L.L.C.; SEMINOLE, OK - KELLY COOK OIL LLC; SUNOCO, INC. (R&M); OKLAHOMA, OK - REVOLUTION RESOURCES, LLC; SUNOCO, INC. (R&M); SUPERIOR PIPELINE COMPANY, L.L.C.; JIM WELLS, TX - JETTA OPERATING COMPANY, INC.; LERETA LLC 2020; SUEANN OPERATING, LC; LINCOLN, OK - ENERSOURCE PETROLEUM, INC; LINCOLN, OK - PRAIRIE GAS COMPANY OF OKLAHOMA LLC; CANADIAN, OK - DEVON ENERGY PRODUCTION COMPANY L.P.; ST. MARY, LA - MARQUIS RESOURCES, LLC; PERDIDO SOUTHEAST, LLC; CREEK, OK - PHILLIPS 66 COMPANY; UPTON, TX - OSBORN HEIRS ROYALTY ACCT; LINCOLN, OK - SUNOCO, INC. (R&M); WEBB ENERGY RESOURCES, INC; ST. MARY, LA - MARQUIS RESOURCES, LLC; PERDIDO SOUTHEAST, LLC; DEWEY, OK - CONTANGO RESOURCES, INC.; WHITE STAR PETROLEUM, LLC; STARR, TX - LERETA LLC 2020; MERIT ENERGY COMPANY; STARR, TX - HILCORP ENERGY/SAN JUAN; LERETA LLC 2020; JONES, TX - BML INC/ CRUDE OIL MARKETING; LERETA LLC 2021; ANDREWS, TX - BURLESON PETROLEUM INC; FDL OPERATING LLC; STARR, TX - HILCORP ENERGY/SAN JUAN; and DEWEY, OK - CRAWLEY PETROLEUM CORPORATION
6
34
The Perfect Client LLC is a company partially owned by my spouse (70%) and my three children (10% each). It currently is a shell entity, created years ago to hold certain intellectual property that it subsequently distributed elsewhere; it now has no assets or value.

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