Frances M. Thomas
Special Assistant to the President For Climate and Senior Advisor For Strategic Planning
Estimated Net Worth
- $850 K - $1.8 M
Salary
- $63 K
Records
Financial Disclosure Details - OGE Form 278e (04/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NextGen Climate Action 401(k) | |||
1.1 | Parnassus Value Equity Institutional (PFPWX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Fidelity U.S. Sustainability Index (FITLX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Evergreen Action 401(k) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Evergreen Action | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions upon separation. | 3/2020 |
2 | NextGen Climate Action | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions upon separation. | 8/2015 |
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 | Raise Green Inc (Financial Services) | salary | ||
2 | Raise Green, restricted stock units | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $50,001 - $100,000 | $201 - $1,000 | |
2 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Residential Real Estate, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
4 | U.S. bank #1 | $1,001 - $15,000 | None (or less than $201) | |
5 | IRA | |||
5.1 | Fidelity Advisor Strategic Income Fund Class M Shares (FSIAX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Fidelity Advisor New Insights Fund Class M Shares (FNITX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Fidelity Advisor Mid Cap II Fund Class M Shares (FITIX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Tesla, Inc. (TSLA) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | MVB Bank | $250,001 - $500,000 | 2013 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | Underlying assets not readily ascertainable after much due diligence. |
5 | 1 | Spouse's principal employer of which he is a co-founder and the CEO. |
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