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Lori K. Mashburn

Interior (joined: Jan. 26, 2017)

White House Liaison | $131,767 | Financial Disclosure » | Resume »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
(Other Defined Contribution) The Heritage Foundation 403b Plan $1,001 - $15,000 None (or less than $201)
(Mutual Fund) ARTKX - Artisan International Value Investor $1,001 - $15,000 None (or less than $201)
(Mutual Fund) BARAX Baron Asset Retail $1,001 - $15,000 None (or less than $201)
(Mutual Fund) FAIRX - Fairholme $1,001 - $15,000 None (or less than $201)
(Mutual Fund) LSBDX - Loomis Sayles Bond Instl $1,001 - $15,000 None (or less than $201)
(Mutual Fund) OAKMX - Oakmark I $1,001 - $15,000 None (or less than $201)
(Mutual Fund) RSEIX - Royce Special Equity Instl $1,001 - $15,000 None (or less than $201)
(Mutual Fund) SLASX - Selected American Shares $1,001 - $15,000 None (or less than $201)
(Mutual Fund) VAIPX - Vanguard Inflation Protected Secs Adm $1,001 - $15,000 None (or less than $201)
(Mutual Fund) WIBX - Welcore Plus Bond Institutional $1,001 - $15,000 None (or less than $201)
(Other Defined Contribution) The Heritage Foundation 403b Plan
(Mutual Fund) SWGXX - Schwab Govt Money Market Fund
(Other Defined Contribution) The Bank of New York Mellon Benefit Wallet
(Other) Health Savings Account Value not readily ascertainable $3,276
(Self El) The Heritage Foundation Salary, Washington, DC $52,821
(Self El) Insperity PEO Services (Donald J Trump for President) Salary, New York, New York $19,585

Other Income/Assets

Description Value Income
(RA) James Financial Svcs Inc James Financial Svcs Inc
(Mutual Fund) KAUBX-Federated Kaufmann Fund B $1,001 - $15,000 None (or less than $201)
(Mutual Fund) VFCBX-Federated Clover value Fund B $1,001 - $15,000 None (or less than $201)
(Mutual Fund) Federated Kaufmann Fund A $1,001 - $15,000 None (or less than $201)
(Mutual Fund) VFCAX-Federated Clover value Fund A $1,001 - $15,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
The Heritage Foundation Washington, DC I will continue to participate in this defined benefit program. I will not make further contributions after my separation. 01/2018
The Heritage Foundation 403b Washington, DC I will continue to participate in this defined benefit program. The plan sponsor not make further contributions after my separation. 01/2018

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Wells Fargo bank; washington, DC, US (Balance exceeded $10,000 for a period in 2016. Current balance is below $5,000) Credit Card $10,001-$15,000 19 2012

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

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