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Benjamin S. Carson

Housing and Urban Development

Secretary of Housing and Urban Development | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Kellogg Company, stock options $100,001 - $250,000 None (or less than $201)
Kellogg Company $1,000,001 - $5,000,000 $100,001 - $1,000,000
Costco Wholesale Corp. $1,000,001 - $5,000,000 $15,001 - $50,000
Vaccinogen, Inc. $1,001 - $15,000 None (or less than $201)
American Business Collaborative, LLC $600,000
IRA #1
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $1,001 - $15,000 None (or less than $201)
First Eagle Overseas Fund $100,001 - $250,000 $2,501 - $5,000
GS Fin Corp Medium Term Note $100,001 - $250,000 None (or less than $201)
Harbor International Fund $50,001 - $100,000 $1,001 - $2,500
Invesco Convertible Securities Fund $100,001 - $250,000 $2,501 - $5,000
PIMCO Commodity Real Return Strategy Fund $15,001 - $50,000 $201 - $1,000
Oppenheimer Developing Markets Fund $50,001 - $100,000 $201 - $1,000
PIMCO Income Fund $100,001 - $250,000 $5,001 - $15,000
Stone Ridge High Yield Reinsurance Risk Premium Fund $100,001 - $250,000 $5,001 - $15,000
USAA Short Term Bond Fund $50,001 - $100,000 $1,001 - $2,500
AIP Absolute Return Fund STS $250,001 - $500,000 None (or less than $201)
American Business Collaborative, LLC (self employed passthrough entity for public speaking and book royalties)
American Business Collaborative, LLC, cash balance pension plan
Allianz GI NFJ Small Cap Value Fund $50,001 - $100,000 $2,501 - $5,000
American Century Mid Cap Value Fund $100,001 - $250,000 $2,501 - $5,000
Baron Growth Fund $50,001 - $100,000 $5,001 - $15,000
Deutsche Global Real Estate Securities Fund $50,001 - $100,000 $2,501 - $5,000
First Eagle Overseas Fund $100,001 - $250,000 $2,501 - $5,000
GS Fin Corp Medium Term Note $100,001 - $250,000 None (or less than $201)
Harbor International Fund $100,001 - $250,000 $2,501 - $5,000
Invesco Balanced Risk Allocation Fund $50,001 - $100,000 $5,001 - $15,000
Invesco Convertible Securities Fund $15,001 - $50,000 $201 - $1,000
U.S. bank Certificates of Deposit #1 $100,001 - $250,000 None (or less than $201)
JP Morgan Strategic Income Opportunities Fund $100,001 - $250,000 $2,501 - $5,000
Metropolitan West High Yield Bond Fund $100,001 - $250,000 $2,501 - $5,000
Oppenheimer Developing Markets Fund $15,001 - $50,000 None (or less than $201)
PIMCO Commodity Real Return Strategy Fund $50,001 - $100,000 $201 - $1,000
Stone Ridge All Asset VRP Fund $250,001 - $500,000 $15,001 - $50,000
Stone Ridge Reinsurance Risk Premium Fund $250,001 - $500,000 $5,001 - $15,000
Undiscovered Managers Behavorial Value Fund $100,001 - $250,000 None (or less than $201)
USAA Short Term Bond Fund $100,001 - $250,000 $2,501 - $5,000
WFC Holdings Corp Note $250,001 - $500,000 None (or less than $201)
TMA Direct managed subscription-based web forum (no longer active) $50,001 - $100,000
Review & Herald Publishing Association - TITLE: Gifted Hands: The Ben Carson Story (Value not readily ascertainable) $15,001 - $50,000
Penguin Group USA - TITLE: One Nation: What We Can All Do to Save America's Future (Value not readily ascertainable) $100,001 - $1,000,000
Penguin Group USA - TITLE: A More Perfect Union: What We the People Can Do to Reclaim Our Constitutional Liberties (Value not readily ascertainable) None (or less than $201)
Global Evangelism Inc - 10/1/16 $25,000
John Sanders - Revive US - 10/18/16 $5,000
Washington Speakers Bureau - Grove City College - 5/14/16 $33,000
Washington Speakers Bureau - Council of Insurance Agents and Brokers - 6/1/16 $41,000
Washington Speakers Bureau - The Siegfried Group, LLP - 7/23/16 $33,000
Washington Speakers Bureau - University of Texas - 9/27/16 $45,000
Washington Speakers Bureau - Law office of George Martin - 10/8/16 $40,500
Washington Speakers Bureau - Cooperatieve Rabobank UA - 10/20/16 $41,000
Washington Speakers Bureau - Teen Challenge International - 10/24/16 $29,000
Washington Speakers Bureau - The Women's Board of Wolfson Children's Hospital - 10/25/16 $35,700
Washington Speakers Bureau - Lutheran Church Extension Fund - 11/18/16 $29,000
American Business Collaborative, LLC 401k Plan
Undiscovered Managers Behavioral Value Fund $15,001 - $50,000 $1,001 - $2,500
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $1,001 - $15,000 None (or less than $201)
Invesco Convertible Securities Fund $100,001 - $250,000 $2,501 - $5,000
PIMCO Commodity Real Return Strategy Fund $15,001 - $50,000 $201 - $1,000
Schwab Advisor Cash Reserves Fund $250,001 - $500,000 $201 - $1,000
HarperCollins Christian Publishing - TITLE: Think Big: Unleashing Your Potential for Excellence (Value not readily ascertainable) $2,501 - $5,000
HarperCollins Christian Publishing - TITLE: The Big Picture (Value not readily ascertainable) $5,001 - $15,000
HarperCollins Christian Publishing: TITLE: Take the Risk: Learning to Identify, Choose, and Live with Acceptable Risk (Value not readily ascertainable) $5,001 - $15,000
HarperCollins Christian Publishing - TITLE: America The Beautiful: Rediscovering What Made This Nation Great (Value not readily ascertainable) $1,001 - $2,500
HarperCollins Christian Publishing - TITLE: You Have a Brain: A Teen's Guide to T.H.I.N.K. B.I.G. (Value not readily ascertainable) $15,001 - $50,000
Tyndale House Publishers, Inc. - TITLE: One Vote: Make Your Voice Heard (Value not readily ascertainable) None (or less than $201)
Southeastern University - 4/29/16 $5,000

Other Income/Assets

Description Value Income
BenCan, LLC - investment holding company
Deutsche Bank Note Due 09/19/19 $250,001 - $500,000 None (or less than $201)
U.S. bank Certificates of Deposit #2 $50,001 - $100,000 None (or less than $201)
Thornburg Ltd Term Muni $100,001 - $250,000 $2,501 - $5,000
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $15,001 - $50,000 None (or less than $201)
Commerical Rental Property, Pittsburgh, PA None (or less than $1,001) $100,001 - $1,000,000
Receivable from 1721 Partners, LLC $1,001 - $15,000 None (or less than $201)
INBS, LLC - investment holding company
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $500,001 - $1,000,000 $201 - $1,000
Commercial Rental Property, Pittsburgh, PA None (or less than $1,001) $100,001 - $1,000,000
Receivable from 1721 Partners, LLC $1,001 - $15,000 None (or less than $201)
Pruco Life Insurance Co. Variable Annuity
AST Advanced Strategies Portfolio $500,001 - $1,000,000 None (or less than $201)
U.S. bank account #1 (cash) $100,001 - $250,000 None (or less than $201)
U.S. bank account #2 (cash) $1,001 - $15,000 None (or less than $201)
Vanguard VII-A LP $1,001 - $15,000 $58,023
Receivable from Dfine, Inc.
Receivable from Vormetric
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $500,001 - $1,000,000 $201 - $1,000
U.S. bank Certificates of Deposit #3 $100,001 - $250,000 None (or less than $201)
Stone Ridge US Variance Risk Premium Master Fund $250,001 - $500,000 $5,001 - $15,000
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $250,001 - $500,000 $201 - $1,000
Quiet Valley Farm (Upperco, MD) (Rental income received from granting use of a section of farmland on residence.) $100,001 - $250,000 $2,501 - $5,000
American Funds New Perspective Fund (529 Plan) $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
American Business Collaborative, LLC 401k Plan West Palm Beach, Florida I will continue to participate in this defined contribution plan. Neither I nor the plan sponsor will make contributions after I am confirmed. June 16, 2013
American Business Collaborative, LLC Cash Balance Pension Plan West Palm Beach , Florida The plan terminated as of Dec. 31, 2016. I will receive a lump sum distribution of my cash balance pension plan. June 16, 2013
Kellogg Company Battle Creek, Michigan Options expire as originally scheduled (2017 and 2018). FIler exercsied options Jan. 5, 2017. Jan. 16, 2007
Carson Scholars Fund, Inc. Towson, Maryland Currently on leave of absence and will resign upon confirmation. May 16, 2015

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
S&T Bank Mortgage on Personal Residence $250,001 - $500,000 3.125 2013
Flagstar Bank Mortgage on Personal Residence $250,001 - $500,000 4.0 2011

Spouse's Employment Assets

Description Value Income Type Income Amount
American Business Collaborative, LLC (Filer exercised options on Jan. 5, 2017.) Salary
HarperCollins Christian Publishing: Title: America The Beautiful: Rediscovering What Made This Nation Great (value not readily ascertainable) Rent or Royalties None (or less than $201)
American Business Collaborative, LLC 401k Plan
Harbor International Fund $50,001 - $100,000 $1,001 - $2,500
Invesco Convertible Securities Fund $15,001 - $50,000 $1,001 - $2,500
Schwab Advisor Cash Reserves Fund - Premier Sweep Share $1,001 - $15,000 None (or less than $201)

Do you know something about Benjamin S. Carson? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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