Lily Lawrence Batchelder
Assistant Secretary for Tax Policy
Estimated Net Worth
  • estimated net worth
    $2.4 M - $5.6 M
Salary
  • salary
    Unknown
Employment
  • Started 09/22/2021

Financial Disclosure Details - OGE Form 278e (08/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Volunteer member of Treasury Agency Review Team
1/2021
2
New York, New York
Consultant
10/2021
3
Falls Church, Virginia
Member, Board of Directors
10/2021
4
New York, New York
Robert C. Kopple Family Professor of Taxation
Present
5
New York, New York
Faculty Co- Director
10/2021
6
New York, New York
Faculty Director
10/2021
7
New York, New York
Associate Editor
10/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
NYU School of Law Foundation
Research grant
$108,243
2
Peter G. Peterson Foundation, receivable for quarterly consulting fees
Fees
$60,000
3
NYU School of Law
Salary
$265,578
4
US bank 1 HSA (cash)
$1,001 - $15,000
None (or less than $201)
5
NYU 457(b) plan
5.1
CREF Equity Index Account (R3)
$100,001 - $250,000
None (or less than $201)
5.2
TIAA-CREF Inflation-Linked Bond Account (R3)
$15,001 - $50,000
None (or less than $201)
5.3
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$1,001 - $15,000
None (or less than $201)
5.4
Vanguard US Growth Fund Admiral Shares (VWUAX)
$1,001 - $15,000
None (or less than $201)
5.5
Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
Unpaid leave of absence from tenured faculty position (2-years, subject to extension). Employer will not pay any housing allowance or make contributions to any retirement plans during leave. Pursuant to standard policy, employer will continue to pay premiums for my term life coverage for 12 months.
2/2021

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 checking account (cash)
$15,001 - $50,000
None (or less than $201)
2
Brokerage account
2.1
U.S. cash savings account
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Value Index Fund ETF Shares (VTV)
$50,001 - $100,000
$201 - $1,000
2.3
Vanguard Total Stock Market Index Fund ETF (VTI)
$100,001 - $250,000
$201 - $1,000
2.4
Vanguard Mid-Cap Value Index Fund ETF (VOE)
$15,001 - $50,000
$201 - $1,000
2.5
Vanguard Small-Cap Value Index Fund ETF (VBR)
$15,001 - $50,000
None (or less than $201)
2.6
JPMorgan Ultra-Short Income ETF (JPST)
$1,001 - $15,000
None (or less than $201)
2.7
Vanguard Developed Markets Index Fund ETF (VEA)
$100,001 - $250,000
$1,001 - $2,500
2.8
Vanguard Emerging Markets Stock Index Fund ETF (VWO)
$100,001 - $250,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX)
Purchase
12/17/2021
$1,001 - $15,000
2
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
Purchase
12/29/2021
$1,001 - $15,000
3
Vanguard US Growth Fund Admiral Shares (VWUAX)
Purchase
12/14/2021
$1,001 - $15,000
4
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
10/04/2021
$1,001 - $15,000
5
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
12/06/2021
$1,001 - $15,000
6
iShares National Muni Bond ETF (MUB)
Purchase
10/18/2021
$1,001 - $15,000
7
iShares National Muni Bond ETF (MUB)
Purchase
10/25/2021
$1,001 - $15,000
8
iShares National Muni Bond ETF (MUB)
Purchase
11/08/2021
$1,001 - $15,000
9
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Purchase
11/22/2021
$1,001 - $15,000
10
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Purchase
12/20/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Access Group
$15,001 - $50,000
2002
122 months (as of 2/19/21)

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
8
This Plan was not separately reported on Nom 278. Assets in this Plan mirrored the 457(b) and 403(b) Plans.

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