HOUSE_OVERSIGHT_016723.jpg
1.78 MB
Extraction Summary
1
People
14
Organizations
0
Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Oge form 278e (executive branch personnel public financial disclosure report)
File Size:
1.78 MB
Summary
This document is page 25 of 42 of a financial disclosure report (OGE Form 278e) filed by Donald J. Trump. It details assets held in 'Family Trust 1' and a large money market account with Bank United valued between $5 million and $25 million. The document explicitly notes that J.P. Morgan acts as the sole trustee for the Family Trusts, giving them investment decision authority while Trump retains an income interest. The listed assets within the trust include various international and domestic equity funds.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure report; holds income interest in the listed Family Trusts.
|
Organizations (14)
| Name | Type | Context |
|---|---|---|
| Bank United |
Financial institution holding a money market account.
|
|
| J.P. Morgan |
Sole Trustee of the Family Trust 1; issuer of various funds listed (JPMorgan Betabuilders, JPM GL RES, etc.).
|
|
| House Oversight Committee |
Source of the document (implied by Bates stamp HOUSE_OVERSIGHT_016723).
|
|
| AMG |
Investment fund provider.
|
|
| Dodge & Cox |
Investment fund provider.
|
|
| iShares |
Investment fund provider (BlackRock).
|
|
| Six Circles |
Investment fund provider (J.P. Morgan private equity platform).
|
|
| Artisan |
Investment fund provider.
|
|
| Fidelity |
Investment fund provider.
|
|
| Neuberger Berman |
Investment fund provider.
|
|
| Primecap Odyssey |
Investment fund provider.
|
|
| SPDR |
Investment fund provider (State Street Global Advisors).
|
|
| Blackstone |
Investment fund provider.
|
|
| CRM |
Investment fund provider.
|
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_016723.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,545 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
25 of 42
Part 6: Other Assets and Income
# Description EIF Value Income Type Income Amount
4 BANK UNITED - MONEY MARKET N/A $5,000,001 - $25,000,000 Interest None (or less than $201)
Family Trust 1* Interest, Dividends, Capital Gains $15,001 - $50,000
1 AMG MG PICTET INTL-Z Y $1,001 - $15,000
2 DODGE & COX INTL STOCK FD Y $1,001 - $15,000
3 ISHARES MSCI EAFE INDEX FUND Y $15,001 - $50,000
4 ISHARES CORE MSCI EAFE ETF Y $1,001 - $15,000
5 JPMORGAN BETABUILDERS CANADA ETF Y $1,001 - $15,000
6 SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND Y $1,001 - $15,000
7 ARTISAN INTL VALUE FD-INS Y $1,001 - $15,000
8 JPM GL RES ENH IDX FD - USD - R6 Y $15,001 - $50,000
9 ISHARES INC MSCI JAPAN NEW Y $1,001 - $15,000
10 FIDELITY 500 INDEX FD-AI Y $1,001 - $15,000
11 JPM US L/C CORE PL FD - USD - R6 Y $15,001 - $50,000
12 NEUBERGER BER MU/C OPP-INS Y $15,001 - $50,000
13 PRIMECAP ODYSSEY STOCK FD Y $15,001 - $50,000
14 SPDR S&P 500 ETF TRUST Y $50,001 - $100,000
15 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND Y $1,001 - $15,000
16 BLACKSTONE ALT MULTI-STRAT- Y Y $1,001 - $15,000
17 CRM LONG/SHORT OPPORTUNITIES FUND Y $1,001 - $15,000
* 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_016723
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
25 of 42
Part 6: Other Assets and Income
# Description EIF Value Income Type Income Amount
4 BANK UNITED - MONEY MARKET N/A $5,000,001 - $25,000,000 Interest None (or less than $201)
Family Trust 1* Interest, Dividends, Capital Gains $15,001 - $50,000
1 AMG MG PICTET INTL-Z Y $1,001 - $15,000
2 DODGE & COX INTL STOCK FD Y $1,001 - $15,000
3 ISHARES MSCI EAFE INDEX FUND Y $15,001 - $50,000
4 ISHARES CORE MSCI EAFE ETF Y $1,001 - $15,000
5 JPMORGAN BETABUILDERS CANADA ETF Y $1,001 - $15,000
6 SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND Y $1,001 - $15,000
7 ARTISAN INTL VALUE FD-INS Y $1,001 - $15,000
8 JPM GL RES ENH IDX FD - USD - R6 Y $15,001 - $50,000
9 ISHARES INC MSCI JAPAN NEW Y $1,001 - $15,000
10 FIDELITY 500 INDEX FD-AI Y $1,001 - $15,000
11 JPM US L/C CORE PL FD - USD - R6 Y $15,001 - $50,000
12 NEUBERGER BER MU/C OPP-INS Y $15,001 - $50,000
13 PRIMECAP ODYSSEY STOCK FD Y $15,001 - $50,000
14 SPDR S&P 500 ETF TRUST Y $50,001 - $100,000
15 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND Y $1,001 - $15,000
16 BLACKSTONE ALT MULTI-STRAT- Y Y $1,001 - $15,000
17 CRM LONG/SHORT OPPORTUNITIES FUND Y $1,001 - $15,000
* 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_016723
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document