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Incumbent, Termination Fle, or Vice
residential or Presidential Candidate,* Income information for 2014 isnot yet available; therefore, income amounts are
‘based on actual 2013 income. Where no 2014 income information exist, for
‘example new investments during 2014, an estimate is made based on type and
amount of income from similar investments within tbe same asset class.
2014 FOOTNOTES
OGE Executive Branch Personnel
PUBLIC FINANCIAL DISCLOSURE REPORT
My spouse is a beneficiary of two discretionary trusts as defined in US. Office of
Government Ethies Memorandum DO-08-024 (Aug. 6, 2008). These trusts are
the H.J. Heinz Il Charitable & Family Trust and the H.J. Heinz Il Family Trust.
‘The Heinz Family Commingled Alternative Investment Funds (whieh includes
HFCF Altemative Investment Fund #1, HFCF Alternative Investment Fund #2,
HECF Alternative Investment Fund #3, HF] Alternative Investment Fund #4, HFL
‘Alternative Investment Fund #5); the Heinz Family Commingled Stock Fund I;
THI Intermediate Term Fund I LP: HF Imperial Fund, LP; HFI Index Fund, LPs
snd HEI Diversified Investments, LP are Heinz Family Investment Vehicles and
are jointly held by several family tusts, This report discloses only the HJ. Heinz
IL Marital Trust percentage ownership value in these Heinz Family Investment
Vehicles
‘The Dreyfus Treasury Prime Cash Management, Dreyfus US Treasury Reserve,
[BNY Mellon Money Market Fund, BNY Mellon National Short-Term Municipal
Bond Fund, and BNY Mellon Intermediate Municipal Bond Fund are considered
cash or cash equivalent funds that are purchased and sold numerous times
‘throughout the year to meet cash requirements
‘As noted in Footnote #2, the Heinz Family Commingled Alternative Investment
Funds are Heinz Family Investment Vehicles that are jointly held by several
family trusts. This report discloses only the HJ. Heinz. ll Marital Trust
percentage liability value in these Heinz Family Investment Vehicles.