HOUSE_OVERSIGHT_016728.jpg
1.79 MB
Extraction Summary
1
People
18
Organizations
0
Locations
0
Events
1
Relationships
1
Quotes
Document Information
Type:
Government financial disclosure form (oge form 278e)
File Size:
1.79 MB
Summary
This document is page 30 of 42 from a financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It lists various assets held in 'Part 6: Other Assets and Income', primarily investment funds and a US Bank cash account, with values generally ranging between $1,001 and $50,000. A footnote indicates that J.P. Morgan is the sole Trustee of the Family Trusts holding these assets, and Trump has no investment decision authority.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald J. Trump | Filer |
Person filing the financial disclosure form listing assets.
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Organizations (18)
| Name | Type | Context |
|---|---|---|
| J.P. Morgan |
Sole Trustee of the Family Trusts mentioned in the footnote.
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| US Bank |
Holder of a cash account listed in assets.
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| House Oversight Committee |
Source of the document (indicated by stamp HOUSE_OVERSIGHT).
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| Boston Partners |
Asset listed (BOSTON P GL LG/SH EQ-INST).
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| GMO |
Asset listed (GMO SGM MAJOR MARKETS FD-VI).
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| Lord Abbett |
Asset listed.
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| Six Circles |
Asset listed.
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| American Funds |
Asset listed.
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| Dodge & Cox |
Asset listed.
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| iShares |
Asset listed.
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| Metropolitan West |
Asset listed.
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| AQR |
Asset listed.
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| BlackRock |
Asset listed.
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| Chilton |
Asset listed.
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| American Beacon |
Asset listed.
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| John Hancock |
Asset listed (JOHN HAN).
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| MFS |
Asset listed.
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| PIMCO |
Asset listed.
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Relationships (1)
Footer note states J.P. Morgan is the sole Trustee and Trump retains an 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
HOUSE_OVERSIGHT_016728.jpg
Quote #1
Full Extracted Text
Complete text extracted from the document (1,549 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
30 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 $15,001 - $50,000
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 BLACKROCK HIGH YIELD PORTFOLIO Y None (or less than $1,001)
30 CHILTON STRATEGIC EUROPEAN EQUITIES FD 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)
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
30 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 $15,001 - $50,000
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 BLACKROCK HIGH YIELD PORTFOLIO Y None (or less than $1,001)
30 CHILTON STRATEGIC EUROPEAN EQUITIES FD 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)
* 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_016728
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