HOUSE_OVERSIGHT_016724.jpg
1.84 MB
Extraction Summary
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People
20
Organizations
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Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Oge form 278e (financial disclosure report)
File Size:
1.84 MB
Summary
This document is page 26 of 42 from Donald J. Trump's OGE Form 278e (financial disclosure). It details 'Part 6: Other Assets and Income,' specifically listing investment holdings (rows 18-36) such as mutual funds, bonds, and a cash account with US Bank. Values range from 'None (or less than $1,001)' to '$15,001 - $50,000', and a footnote clarifies that J.P. Morgan serves as the sole Trustee for the Family Trusts where Trump retains income interest but no decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Individual filing the financial disclosure report listing assets.
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Organizations (20)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Listed as the sole Trustee for the Family Trusts.
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| US Bank |
Holder of a cash account.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
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| Boston Partners |
Asset holding (BOSTON P GL LG/SH EQ-INST).
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| GMO |
Asset holding (GMO SGM MAJOR MARKETS FD-VI).
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| Lord Abbett |
Asset holding.
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| JPM (JPMorgan) |
Asset holding (JPM SHRT-INT MUNI BND FD - USD - I).
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| Six Circles |
Asset holding.
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| American Funds |
Asset holding.
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| Dodge & Cox |
Asset holding.
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| iShares |
Asset holding.
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| Metropolitan West |
Asset holding.
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| AQR |
Asset holding (Multiple entries).
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| Chilton |
Asset holding.
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| FMI |
Asset holding.
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| American Beacon |
Asset holding.
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| John Hancock (JOHN HAN) |
Asset holding.
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| MFS |
Asset holding.
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| PIMCO |
Asset holding.
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| BlackRock |
Asset holding.
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Relationships (1)
Footer note states: 'J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts'
Key Quotes (1)
"* J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority."Source
HOUSE_OVERSIGHT_016724.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,599 characters)
OGE Form 278e (March 2014)
Instructions for Part 6
Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information.
Filer's Name
Donald J. Trump
Page Number
26 of 42
Part 6: Other Assets and Income
# Description EIF Value Income Type Income Amount
18 BOSTON P GL LG/SH EQ-INST Y $1,001 - $15,000
19 GMO SGM MAJOR MARKETS FD-VI Y $1,001 - $15,000
20 US Bank Cash Account N/A $15,001 - $50,000
21 LORD ABBETT SHRT DUR INC-F3 Y $1,001 - $15,000
22 JPM SHRT-INT MUNI BND FD - USD - I Y $1,001 - $15,000
23 SIX CIRCLES TAX AWARE ULTRA SHORT Y $1,001 - $15,000
24 AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF AMERICA Y $1,001 - $15,000
25 DODGE & COX INCOME FD Y $1,001 - $15,000
26 ISHARES BARCLAYS 1-3 YEAR TREASURY Y $1,001 - $15,000
27 METROPOLITAN WEST Total Return Bond-PLN Y $1,001 - $15,000
28 AQR MANAGED FUTURES STR-R6 Y None (or less than $1,001)
29 CHILTON STRATEGIC EUROPEAN EQUITIES FD Y None (or less than $1,001)
30 FMI LARGE CAP FUND-INST Y None (or less than $1,001)
31 AMERICAN BEACON GLG Total Return - Ultra Y None (or less than $1,001)
32 JOHN HAN II-ABS RET CURR-R6 Y None (or less than $1,001)
33 MFS EMERGING MKTS DEBT FD R6 Y None (or less than $1,001)
34 PIMCO UNCONSTRAINED BOND-INS Y None (or less than $1,001)
35 AQR LONG-SHORT EQUITY-R6 Y None (or less than $1,001)
36 BLACKROCK HIGH YIELD PT-BLAC Y None (or less than $1,001)
* J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority.
HOUSE_OVERSIGHT_016724
Instructions for Part 6
Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information.
Filer's Name
Donald J. Trump
Page Number
26 of 42
Part 6: Other Assets and Income
# Description EIF Value Income Type Income Amount
18 BOSTON P GL LG/SH EQ-INST Y $1,001 - $15,000
19 GMO SGM MAJOR MARKETS FD-VI Y $1,001 - $15,000
20 US Bank Cash Account N/A $15,001 - $50,000
21 LORD ABBETT SHRT DUR INC-F3 Y $1,001 - $15,000
22 JPM SHRT-INT MUNI BND FD - USD - I Y $1,001 - $15,000
23 SIX CIRCLES TAX AWARE ULTRA SHORT Y $1,001 - $15,000
24 AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF AMERICA Y $1,001 - $15,000
25 DODGE & COX INCOME FD Y $1,001 - $15,000
26 ISHARES BARCLAYS 1-3 YEAR TREASURY Y $1,001 - $15,000
27 METROPOLITAN WEST Total Return Bond-PLN Y $1,001 - $15,000
28 AQR MANAGED FUTURES STR-R6 Y None (or less than $1,001)
29 CHILTON STRATEGIC EUROPEAN EQUITIES FD Y None (or less than $1,001)
30 FMI LARGE CAP FUND-INST Y None (or less than $1,001)
31 AMERICAN BEACON GLG Total Return - Ultra Y None (or less than $1,001)
32 JOHN HAN II-ABS RET CURR-R6 Y None (or less than $1,001)
33 MFS EMERGING MKTS DEBT FD R6 Y None (or less than $1,001)
34 PIMCO UNCONSTRAINED BOND-INS Y None (or less than $1,001)
35 AQR LONG-SHORT EQUITY-R6 Y None (or less than $1,001)
36 BLACKROCK HIGH YIELD PT-BLAC Y None (or less than $1,001)
* J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority.
HOUSE_OVERSIGHT_016724
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