Kathryn Balcerzak
Special Assistant to the President and Director of Partnerships and Private Sector
Estimated Net Worth
- $355 K - $825 K
Salary
- Unknown
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 | PepsiCo, Inc. | bonus and severance | $60,466 | |
2 | 401k PepsiCo | None (or less than $201) | ||
2.1 | BlackRock LifePath Index 2050 Non-Lendable Fund | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | PepsiCo, Inc. | Purchase, New York | January 1 - March 2023 | 1/2023 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash - checking account) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash - savings account) | $250,001 - $500,000 | None (or less than $201) | |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Vanguard Mid-Cap Growth Fund (VMGRX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|
2 | 2 | This PepsiCo 401k retirement account was inadvertently mislabeled as a Roth IRA account on last year's report but is now properly labeled as the PepsiCo 401k. Same underlying holding as last year. |
Do you have information about Kathryn Balcerzak that is missing from this database?
Drop us a line at [email protected].