This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Irwin Steven Goldstein
State (joined: Nov. 16, 2017)
Under Secretary for Public Diplomacy | Financial Disclosure »
Former Positions Outside Government
- BP Global Solutions, Inc. Senior Vice President
- Family Trust #1 Trustee
- Family Trust #2 Trustee
- Family Trust #3 Trustee
- Winning Algorithms Senior Advisor
Former Compensation Sources
- BP Global Solutions, Inc. Provide communications and management consulting services.
- Winning Algorithms, Inc. Senior Advisor, providing strategic guidance, as the company prepares to launch new products.
Employment Assets
| Description | Value | Income |
|---|---|---|
| BP Global Solutions, Inc. (Management Consulting) | $21,210 | |
| TIAA Traditional | $50,001 - $100,000 | None (or less than $201) |
| CREF Stock | $50,001 - $100,000 | None (or less than $201) |
| CREF Global Equities | $15,001 - $50,000 | None (or less than $201) |
| TIAA-CREF International Equity - Institutional | None (or less than $1,001) | None (or less than $201) |
| TIAA-CREF Large Cap Value - Institutional | $50,001 - $100,000 | None (or less than $201) |
| TIAA-CREF Mid-Cap Value - Institutional | $15,001 - $50,000 | None (or less than $201) |
| TIAA-CREF Small Cap Equity - Institutional | $1,001 - $15,000 | None (or less than $201) |
| TIAA-CREF International Equity Index - Institutional | $15,001 - $50,000 | None (or less than $201) |
| TIAA-CREF Small Cap Blend Index - Institutional | $15,001 - $50,000 | None (or less than $201) |
| TIAA-CREF Real Estate Securities Fund - Institutional | $15,001 - $50,000 | None (or less than $201) |
| TIAA Real Estate | $15,001 - $50,000 | None (or less than $201) |
| CREF Bond Market | $50,001 - $100,000 | None (or less than $201) |
| CREF Inflation-Linked Bond | $1,001 - $15,000 | None (or less than $201) |
| CREF Social Choice | $15,001 - $50,000 | None (or less than $201) |
| US Retirement Plan, Cash Deposit Account | $1,001 - $15,000 | None (or less than $201) |
| Vanguard High Yield Corporate Fund - VWEAX | $15,001 - $50,000 | None (or less than $201) |
| PIMCO Emerging Local Bond Fund - PELBX | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Advisor Emerging Markets - FMKIX | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Bond Market Index - VBTLX | $15,001 - $50,000 | None (or less than $201) |
| Mainstay High Yield Corporate Bond - MHYIX | $1,001 - $15,000 | None (or less than $201) |
| DFA Inflation Protected SEC Fund - DIPSX | $1,001 - $15,000 | None (or less than $201) |
| PIMCO 1-5 Year US TIPS Index -STPZ | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Short-Term Bond Index - VBIRX | $1,001 - $15,000 | None (or less than $201) |
| Nuveen NWQ Small Cap Value - NSCRX | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Small Cap Index - VSMAX | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 2000 ETF - IWM | $1,001 - $15,000 | None (or less than $201) |
| Diamond Hill Long/Short - DHLSX | $15,001 - $50,000 | None (or less than $201) |
| iShares Cohen & Steers Rlty ETF - ICF | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell Midcap ETF | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell Midcap Value ETF - IWS | $15,001 - $50,000 | None (or less than $201) |
| iShares Russell 2000 Growth ETF - IWO | $1,001 - $15,000 | None (or less than $201) |
| Vanguard REIT Index - VGSLX | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Stock Market - VTSAX | $50,001 - $100,000 | None (or less than $201) |
| Vanguard Windsor II - VWNAX | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Mid Cap Index - VIMAX | $15,001 - $50,000 | None (or less than $201) |
| DFA Emerging Markets Port - DFEMX | $15,001 - $50,000 | None (or less than $201) |
| American Europacific Growth F2 - AEPFX | $1,001 - $15,000 | None (or less than $201) |
| Artisan International Funds Adv - APDIX | $1,001 - $15,000 | None (or less than $201) |
| DFA Small Cap Value PT - DISVX | $1,001 - $15,000 | None (or less than $201) |
| DFA Large Cap Intl Portfolio - DFALX | $15,001 - $50,000 | None (or less than $201) |
| Harding Loevner Institutional Emerging Markets Port - HLMEX | $1,001 - $15,000 | None (or less than $201) |
| Harding Loevner International Equity Port - HLMIX | $1,001 - $15,000 | None (or less than $201) |
| iShares MSCI EAFE Small Cap ETF - SCZ | $1,001 - $15,000 | None (or less than $201) |
| Lazard Developing Equity Inst - LDMIX | $1,001 - $15,000 | None (or less than $201) |
| Teacher Insurance Annuity Association, defined benefit plan (value not readily ascertainable) | $890 | |
| Insurance Information Institute, defined benefit plan (value not readily ascertainable) eligible for $1754.45/mo. at age 65 | None (or less than $201) | |
| 361 Global Long/Short Fund - AGAZX | $15,001 - $50,000 | None (or less than $201) |
| TIAA-CREF Large Cap Value Index Fund - TILVX | $15,001 - $50,000 | None (or less than $201) |
| TIAA-CREF Large Cap Growth Index Fund - TILIX | $15,001 - $50,000 | None (or less than $201) |
| AllianceBernstein Holdings LP | None (or less than $1,001) | $15,001 - $50,000 |
| Winning Algorithms, Inc, (data science and artificial intelligence start-up) | $50,001 - $100,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| TIAA-CREF Trust Company Cash Deposit Account (Money Market) | $15,001 - $50,000 | $201 - $1,000 |
| Municpal Bond General Obligation NYS LOC Govt Assistance | $15,001 - $50,000 | $201 - $1,000 |
| Municipal Bond General Obligation of Corp Arlington NY Central School District | $15,001 - $50,000 | $1,001 - $2,500 |
| Municipal Bond Revenue NYS Environmental Facs | $15,001 - $50,000 | $1,001 - $2,500 |
| US Bank Account #2 (Cash) | $15,001 - $50,000 | None (or less than $201) |
| Municipal Bond Revenue NYS Thruway Authority | $15,001 - $50,000 | $1,001 - $2,500 |
| US Credit Union Account (Money Market and Cash) | $50,001 - $100,000 | None (or less than $201) |
| Municipal Bond General Obligation NY, NY | $15,001 - $50,000 | $1,001 - $2,500 |
| US Bank Account #1 (Cash) | $15,001 - $50,000 | None (or less than $201) |
| Municipal Bond Revenue NY Environmental Facs | $15,001 - $50,000 | $1,001 - $2,500 |
| Municipal Bond Revenue Triborough Brdg & Tunl Auth NY | $15,001 - $50,000 | $1,001 - $2,500 |
| Municipal Bond General Obligation Nassau Cnty NY | $15,001 - $50,000 | $1,001 - $2,500 |
| Municipal Bond Revenue Nassau County NY | $1,001 - $15,000 | $201 - $1,000 |
| Municipal Bond General Obligation NY, NY Transitional | $50,001 - $100,000 | $2,501 - $5,000 |
| Municipal Bond General Obligation Fillmore New York Fillmore NY Central School Dist | $50,001 - $100,000 | $2,501 - $5,000 |
| Municipal Bond Revenue Port Authority of NY and NJ | $50,001 - $100,000 | $2,501 - $5,000 |
| Municipal Bond Revenue NY State Dorm Auth | $15,001 - $50,000 | $1,001 - $2,500 |
| Vanguard High-Yield Tax-Exempt | $15,001 - $50,000 | $201 - $1,000 |
| Wells Fargo Ultra Short Term Municpal Fund | $15,001 - $50,000 | $201 - $1,000 |
| Johnson Controls International - JCI | $15,001 - $50,000 | $201 - $1,000 |
| Advanced Auto Parts - AAP | $15,001 - $50,000 | $2,501 - $5,000 |
| Lowes Cos Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Northwestern Mutual Life Insurance-- Universal | $100,001 - $250,000 | None (or less than $201) |
| Ross Stores, Inc. - ROST | $1,001 - $15,000 | None (or less than $201) |
| Anheuser-Busch InBev ADR BUD | $15,001 - $50,000 | $1,001 - $2,500 |
| Pepsi Co PEP | $15,001 - $50,000 | $201 - $1,000 |
| Comcast Corp CMCSA | $15,001 - $50,000 | $5,001 - $15,000 |
| Kraft Heinz KHC | $1,001 - $15,000 | $2,501 - $5,000 |
| Mondelez International Inc MDLZ | $15,001 - $50,000 | $201 - $1,000 |
| Altria Group MO | $1,001 - $15,000 | $2,501 - $5,000 |
| CVS Health Corp CVS | $1,001 - $15,000 | $201 - $1,000 |
| Kroger Co KR | $1,001 - $15,000 | None (or less than $201) |
| Halliburton Co HAL | $15,001 - $50,000 | $201 - $1,000 |
| Exxon Mobil Corp XOM | $1,001 - $15,000 | $201 - $1,000 |
| Kinder Morgan Inc KMI | $1,001 - $15,000 | $201 - $1,000 |
| Apache Corp APA | $1,001 - $15,000 | $201 - $1,000 |
| EOS REG Inc EOG | $15,001 - $50,000 | $201 - $1,000 |
| Pioneer Nat Res Co PXD | $1,001 - $15,000 | None (or less than $201) |
| Charles Schwab Corp -SCHW | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Chase and Co JPM | $15,001 - $50,000 | $2,501 - $5,000 |
| State Street Corp | $1,001 - $15,000 | $201 - $1,000 |
| Wells Fargo and Co WFC | $15,001 - $50,000 | $5,001 - $15,000 |
| American International Group - AIG | $15,001 - $50,000 | $5,001 - $15,000 |
| Berkshire Hathaway Class B BRK/B | $15,001 - $50,000 | $201 - $1,000 |
| Travelers Companies TRV | $1,001 - $15,000 | $201 - $1,000 |
| Capital One Finl Corp COF | $15,001 - $50,000 | $1,001 - $2,500 |
| Moody Corp MCO | $1,001 - $15,000 | None (or less than $201) |
| Thermo Fisher Scientific TMO | $15,001 - $50,000 | None (or less than $201) |
| AbbVie Inc ABBV | $1,001 - $15,000 | $201 - $1,000 |
| Amgen Inc AMGN | $15,001 - $50,000 | $201 - $1,000 |
| Johnson and Johnson JNJ | $15,001 - $50,000 | $1,001 - $2,500 |
| Merck and Co Inc MRK | $15,001 - $50,000 | $201 - $1,000 |
| Pfizer Inc PFE | $15,001 - $50,000 | $201 - $1,000 |
| Unitedhealth Group Inc UNH | $50,001 - $100,000 | $2,501 - $5,000 |
| Zimmer Biomet Holdings Inc ZBH | $1,001 - $15,000 | $1,001 - $2,500 |
| Celegene Corp CELG | $15,001 - $50,000 | None (or less than $201) |
| Macquarie Infrastructure Co MIC | $1,001 - $15,000 | $201 - $1,000 |
| Raytheon Company RTN | $15,001 - $50,000 | $201 - $1,000 |
| United Technologies Co UTX | $15,001 - $50,000 | $1,001 - $2,500 |
| Acuity Brands Inc AYI | $1,001 - $15,000 | None (or less than $201) |
| General Elec Co GE | $1,001 - $15,000 | None (or less than $201) |
| Mastercard Inc MA | $1,001 - $15,000 | None (or less than $201) |
| Fedex Corp FDX | $1,001 - $15,000 | None (or less than $201) |
| Jetblue Airways JBLU | $1,001 - $15,000 | None (or less than $201) |
| Adobe Syst Inc ADBE | $15,001 - $50,000 | $201 - $1,000 |
| Alhpabet Inc Cl A GOOGL | $15,001 - $50,000 | None (or less than $201) |
| Alphabet Class C GOOG | $15,001 - $50,000 | None (or less than $201) |
| Facebook FB | $15,001 - $50,000 | None (or less than $201) |
| Oracle Corp ORCL | $15,001 - $50,000 | None (or less than $201) |
| Priceline Group Inc PCLN | $15,001 - $50,000 | $201 - $1,000 |
| Visa Inc Class A | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc AAPL | $50,001 - $100,000 | $2,501 - $5,000 |
| Cisco Sys Inc CSCO | $15,001 - $50,000 | $201 - $1,000 |
| Qualcom inc QCOM | $1,001 - $15,000 | $201 - $1,000 |
| Westrock Co WRK | $1,001 - $15,000 | $1,001 - $2,500 |
| Air Products and Chemicals APD | $1,001 - $15,000 | $201 - $1,000 |
| DFA Small Cap Fund DFSTX | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 2000 ETF IWM | $50,001 - $100,000 | $1,001 - $2,500 |
| iShares Russell 1000 Growth ETF IWF | $50,001 - $100,000 | $201 - $1,000 |
| Diamond Hill Long/Short Fund DHLSX | $15,001 - $50,000 | None (or less than $201) |
| iShares Russell Midcap ETF IWR | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Midcap Index VIMAX | $15,001 - $50,000 | $201 - $1,000 |
| Harbor International Fund HAINX | $1,001 - $15,000 | $201 - $1,000 |
| DFA International Small Cap Value DISVX | $15,001 - $50,000 | $201 - $1,000 |
| DFA Large Cap International Portfolio DFALX | $1,001 - $15,000 | $201 - $1,000 |
| Brixmor Property Group Inc BRX | $1,001 - $15,000 | $201 - $1,000 |
| EPR Properties EPR | $15,001 - $50,000 | $1,001 - $2,500 |
| Mirror Lake Inn, Lake Placid, NY | None (or less than $1,001) | $800 |
| Goldstein Family Partnership | ||
| Commercial Real Estate, Nashville, TN | $15,001 - $50,000 | $2,501 - $5,000 |
| Commercial Real Estate, Nashville, TN | $1,001 - $15,000 | None (or less than $201) |
| Residential Real Estate, Nashville, TN | $1,001 - $15,000 | $1,001 - $2,500 |
| Residential Real Estate, Nashville, TN | $1,001 - $15,000 | $201 - $1,000 |
| Residential Real Estate, Nashville, TN | $1,001 - $15,000 | $201 - $1,000 |
| Residential Real Estate, Nashville, TN | $1,001 - $15,000 | $1,001 - $2,500 |
| Commercial Real Estate, Nashville, TN | $1,001 - $15,000 | $1,001 - $2,500 |
| Commercial Real Estate, Nashville, TN | $1,001 - $15,000 | $1,001 - $2,500 |
| Commercial Real Estate, Nashville, TN | $1,001 - $15,000 | $1,001 - $2,500 |
| Target Corp | None (or less than $1,001) | $2,501 - $5,000 |
| Gilead Sciences, Inc. - Common Stock | None (or less than $1,001) | $201 - $1,000 |
| Boeing Co | None (or less than $1,001) | $5,001 - $15,000 |
| Ingevity Corp | None (or less than $1,001) | $201 - $1,000 |
| Analog Devices Inc | None (or less than $1,001) | $5,001 - $15,000 |
| First Republic Bank | None (or less than $1,001) | $201 - $1,000 |
| Goldstein Family Bellevue Property Partnership | ||
| Commercial Real Estate, Nashville, TN | $50,001 - $100,000 | $2,501 - $5,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Teachers Insurance Annuity Association - Retirement Plan (from TIAA employment) | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | May 16, 2003 |
| Teacher Insurance Annuity Association (from TIAA employment) | New York, New York | I will continue to participate in this defined benefit plan. | Oct. 16, 2012 |
| Insurance Information Institute | New York, New York | I will continue to participate in this defined benefit plan. | Feb. 15, 1993 |
| Winning Algorithms, Inc. | Portsmouth, New Hampshire | I serve as an outside Senior Advisor. I am entitled to receive a percentage of any principal distribution for two years from the date of resignation. | Sept. 16, 2016 |
| BP Global Solutions, Inc. | New York, New York | Short term, at least until the end of 2017, I will continue to receive health insurance through BP Global Solutions, Inc. | March 16, 2012 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| American Express (Balance paid in full monthly.) | Credit Card | $15,001 - $50,000 | variable | 2017 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Mizhou Holdings Defined Benefit Retirement Plan (value not readily ascertainable) | None (or less than $201) | ||
| New York Dance Studio "You Should Be Dancing" | Consulting Fees | ||
| BP Global Solutions, Inc | $250,001 - $500,000 | None (or less than $201) |
Do you know something about Irwin Steven Goldstein? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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