Kelsey-Anne Fung › F-1
Kelsey-Anne Fung: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-01-01 – 2024-12-31
- Filed
- 2025-03-29
- Office
- Professional Staff, Senate
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| Washington State Senate Olympia, WA | Senior Staff Counsel | Filer | $100,000–$199,999 |
| Office of Financial Management Olympia, WA | Budget Advisor to the Governor | Spouse | $100,000–$199,999 |
| Joyce A. Siefering Dynasty Trust Chicago, IL | Distribution of Retained Earnings | Spouse | $0–$29,999 |
Accounts and investments 12
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Janus Henderson | Managed Fund | Filer | $60,000–$99,999 |
| Maryland State Retirement and Pension System | Supplemental Retirement Plan- Deferred Compensation | Filer | $30,000–$59,999 |
| Washington State Department of Retirement Systems | PERS 2 | Filer | $30,000–$59,999 |
| Deferred Compensation Program | $60,000–$99,999 | ||
| New York Life Insurance Company | Life | Filer | $30,000–$59,999 |
| Charles Schwab Investments | IRA Index and Mutual Funds | Filer | $0–$29,999 |
| Index and Mutual Funds | $30,000–$59,999 | ||
| Fidelity Investments | Index and Mutual Funds | Filer | $30,000–$59,999 |
| Roth IRA Index and Mutual Funds | $0–$29,999 | ||
| Rollover IRA Mutual Funds | $0–$29,999 | ||
| IRA Mutual Funds | $0–$29,999 | ||
| Washington State Department of Retirement Systems | PERS 2 | Spouse | $0–$29,999 |
| Deferred Compensation | $60,000–$99,999 | ||
| Fidelity Investments | Rollover IRA | Spouse | $0–$29,999 |
| Traditional IRA | $0–$29,999 | ||
| Stocks, CDs, Index and Mutual Funds | $30,000–$59,999 | ||
| Health Equity | Health Savings Account | Filer | $0–$29,999 |
| United States Treasury Savings Bonds | Government I-Bonds | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Capital One | Checking | Spouse | $0–$29,999 income $0–$29,999 |
| Health Equity | Health Savings Account | Spouse | $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Goldcrest Homeowners Association Homeowners association for the Goldcrest neighborhood in the City of Olympia | Board Member At-Large | Spouse |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer, Spouse | $500,000–$749,999 | Guild Mortgage Company LLC ($200,000–$499,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 1
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| U.S. Department of Education c/o MOHELA Servicer | Filer | $200,000–$499,999 | 20 years at 6.58% |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.