HOUSE_OVERSIGHT_016726.jpg
1.81 MB
Extraction Summary
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People
9
Organizations
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Locations
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Events
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Relationships
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Quotes
Document Information
Type:
Oge form 278e (financial disclosure report)
File Size:
1.81 MB
Summary
This document is page 28 of 42 of a public financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It lists 'Other Assets and Income' in Part 6, detailing various investment funds and a US Bank cash account with values generally ranging from $1,001 to $50,000, or listed as 'None'. A footnote clarifies that J.P. Morgan acts as the sole Trustee for Family Trusts in which Trump retains an income interest but lacks investment decision authority. The document bears a 'HOUSE_OVERSIGHT' Bates stamp.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Individual filing the financial disclosure report listing assets.
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Organizations (9)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts mentioned in the footer.
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| US Bank |
Holder of a cash account listed as an asset.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
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| Blackrock |
Manager of 'High Yield Portfolio' asset.
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| Lord Abbett |
Asset listing.
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| American Funds |
Asset listing.
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| Dodge & Cox |
Asset listing.
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| Barclays (iShares) |
Asset listing.
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| PIMCO |
Asset listing.
|
Relationships (1)
Footer note states J.P. Morgan is the sole Trustee and Trump retains income interest in 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_016726.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,830 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: 28 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 | $15,001 - $50,000 | |
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 | BLACKROCK HIGH YIELD PORTFOLIO | Y | None (or less than $1,001) | |
29 | CHILTON STRATEGIC EUROPEAN EQUITIES FD | Y | None (or less than $1,001) | |
30 | Equinox IPM Systematic Macro Fund | Y | None (or less than $1,001) | |
31 | FMI LARGE CAP FUND-INST | Y | None (or less than $1,001) | |
32 | AMERICAN BEACON GLG Total Return - Ultra | Y | None (or less than $1,001) | |
33 | JOHN HAN II-ABS RET CURR-R6 | Y | None (or less than $1,001) | |
34 | MFS EMERGING MKTS DEBT FD R6 | Y | None (or less than $1,001) | |
35 | PIMCO UNCONSTRAINED BOND-INS | Y | None (or less than $1,001) | |
36 | AQR LONG-SHORT EQUITY-R6 | 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_016726
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: 28 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 | $15,001 - $50,000 | |
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 | BLACKROCK HIGH YIELD PORTFOLIO | Y | None (or less than $1,001) | |
29 | CHILTON STRATEGIC EUROPEAN EQUITIES FD | Y | None (or less than $1,001) | |
30 | Equinox IPM Systematic Macro Fund | Y | None (or less than $1,001) | |
31 | FMI LARGE CAP FUND-INST | Y | None (or less than $1,001) | |
32 | AMERICAN BEACON GLG Total Return - Ultra | Y | None (or less than $1,001) | |
33 | JOHN HAN II-ABS RET CURR-R6 | Y | None (or less than $1,001) | |
34 | MFS EMERGING MKTS DEBT FD R6 | Y | None (or less than $1,001) | |
35 | PIMCO UNCONSTRAINED BOND-INS | Y | None (or less than $1,001) | |
36 | AQR LONG-SHORT EQUITY-R6 | 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_016726
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