HOUSE_OVERSIGHT_016725.jpg
1.74 MB
Extraction Summary
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People
13
Organizations
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Locations
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Events
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Relationships
1
Quotes
Document Information
Type:
Government financial disclosure form (oge form 278e)
File Size:
1.74 MB
Summary
This document is page 27 of 42 from Donald J. Trump's OGE Form 278e financial disclosure. It details 'Part 6: Other Assets and Income,' specifically listing holdings within 'Family Trust 2,' which include various international and domestic equity funds (iShares, Six Circles, JPM, Blackstone, etc.). A footnote specifies that J.P. Morgan acts as the sole Trustee and that Trump retains only an income interest without investment decision authority. The document bears the Bates stamp HOUSE_OVERSIGHT_016725.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Individual filing the financial disclosure regarding assets and income.
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Organizations (13)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Listed as the sole Trustee for the Family Trusts.
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| AMG |
Asset manager listed in portfolio.
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| Dodge & Cox |
Asset manager listed in portfolio.
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| iShares |
Asset manager listed in portfolio.
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| Six Circles |
Asset manager listed in portfolio (J.P. Morgan proprietary fund).
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| Artisan |
Asset manager listed in portfolio.
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| Fidelity |
Asset manager listed in portfolio.
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| Neuberger Berman |
Asset manager listed in portfolio.
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| Primecap |
Asset manager listed in portfolio.
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| SPDR |
Asset manager listed in portfolio.
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| Blackstone |
Asset manager listed in portfolio.
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| CRM |
Asset manager listed in portfolio.
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
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Relationships (1)
Footer note states 'J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only...'
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_016725.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,463 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
27 of 42
Part 6: Other Assets and Income
# Description EIF Value Income Type Income Amount
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
27 of 42
Part 6: Other Assets and Income
# Description EIF Value Income Type Income Amount
Family Trust 2* | 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 $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 $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 $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 $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_016725
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