Estimated Net Worth
- $117 K - $406 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/12/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Scituate, Massachusetts | Substitute Co- Trustee | 3/2024 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA (certificate of deposit - cash) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Lake Ridge Baptist Church (Preschool) | salary and bonus | ||
2 | Nordstrom Inc | salary and bonus | ||
3 | Roth IRA (certificate of deposit - cash) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Navy Mutual Aid Association, whole life | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2 | Union Fidelity Life Insurance Company, whole life | None (or less than $1,001) | None (or less than $201) | |
3 | Union Fidelity Life Insurance Company, whole life | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | U.S. credit union #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. Savings bonds | $1,001 - $15,000 | None (or less than $201) | |
7 | American Fidelity Life Insurance Company | |||
7.1 | American Fidelity Life Insurance Company, whole life | $15,001 - $50,000 | Dividends | $201 - $1,000 |
7.2 | American Fidelity Life Insurance Company Accumulation Fund (cash) | $50,001 - $100,000 | Interest | $2,501 - $5,000 |
8 | United Services Automobile Association Subscriber's Account (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
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 |
|---|---|---|
1 | 1 | According to my mother's trust document, which created Family Trust #1, I became a Substitute Co-Trustee upon my mother's death in March of 2022. However, I was not informed that I was a Substitute Co-Trustee until February of 2024 by my mother's Personal Representative. Accordingly, the position is not reported on my 2022 and 2023 reports. I took no action in connection with the trust until I was informed of my position in February of 2024. According to the trust document, the Family Trust terminated March 26, 2024. |
6 | 9 | Beneficiary with current entitlement but no income as of the end of the reporting period. The value listed reflects my pro rata share of the cash account. |
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