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1.71 MB
Extraction Summary
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People
12
Organizations
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Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Government financial disclosure (oge form 278e)
File Size:
1.71 MB
Summary
This is page 29 of 42 from a financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It details the assets held within 'Family Trust 3,' which include various international and domestic equity funds (iShares, J.P. Morgan, Six Circles, etc.) with values ranging generally between $1,000 and $50,000, and one SPDR holding valued between $100,001 and $250,000. A note clarifies that J.P. Morgan is the sole trustee and Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer / Beneficiary |
Person filing the financial disclosure form listing assets in Family Trust 3.
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Organizations (12)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Listed as the sole Trustee for the Family Trusts.
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| AMG |
Fund manager (AMG MG Pictet Intl-Z).
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| Dodge & Cox |
Fund manager.
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| iShares (BlackRock) |
Provider of ETFs listed (EAFE, Japan New).
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| Six Circles |
Fund manager (International and US Unconstrained Equity Funds).
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| Artisan |
Fund manager.
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| Fidelity |
Fund manager.
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| Neuberger Berman |
Fund manager.
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| Primecap |
Fund manager.
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| State Street Global Advisors (SPDR) |
ETF provider.
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| Blackstone |
Fund manager.
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| House Oversight Committee |
Source of the document (via Bates stamp).
|
Relationships (1)
Footer note states J.P. Morgan is the sole Trustee and Trump retains income interest.
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
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Quote #1
Full Extracted Text
Complete text extracted from the document (1,683 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: 29 of 42
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: 29 of 42
Part 6: Other Assets and Income
# | Description | EIF | Value | Income Type | Income Amount
# | Description | EIF | Value | Income Type | Income Amount
[Header Row]
Family Trust 3* | | | Interest, Dividends, Capital Gains | $15,001 - $50,000
Family Trust 3* | | | 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 | $15,001 - $50,000 | |
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 | $15,001 - $50,000 | |
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 | $100,001 - $250,000 | |
15 | SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND | Y | $15,001 - $50,000 | |
16 | BLACKSTONE ALT MULTI-STRAT - Y | Y | $1,001 - $15,000 | |
17 | CRM LONG/SHORT OPPORTUNITIES FUND | 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 | $15,001 - $50,000 | |
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 | $15,001 - $50,000 | |
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 | $100,001 - $250,000 | |
15 | SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND | Y | $15,001 - $50,000 | |
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_016727
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