| 2024 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Drayton Pines Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Forsyth Economic Ventures Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Forsyth Economic Ventures Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Drayton Pines Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $795,101 | View return |
| 2021 | Drayton Pines Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Forsyth Economic Ventures Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Rowan County Crosby Scholars Community Partnership | 990 | Director/Ex Officio | 1 | $0 | $353,062 | View return |
| 2020 | Iredell County Crosby Scholars Community Partnership | 990 | Director, Ex-Officio | 1 | $0 | $353,062 | View return |
| 2020 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $353,062 | View return |
| 2020 | Crosby Scholars Community Partnership | 990 | Ex-Officio | 1 | $0 | $346,015 | View return |
| 2020 | Piedmont Federal Savings Bank Retiree Welfare Benefit Plan Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Forsyth Economic Ventures Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Drayton Pines Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Iredell County Crosby Scholars Community Partnership | 990 | Director, Ex-Officio | 1 | $0 | $339,337 | View return |
| 2019 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $339,337 | View return |
| 2019 | Rowan County Crosby Scholars Community Partnership | 990 | Director/Ex Officio | 1 | $0 | $339,337 | View return |
| 2018 | Rowan County Crosby Scholars Community Partnership | 990 | Director/Ex Officio | 1 | $0 | $328,912 | View return |
| 2018 | Iredell County Crosby Scholars Community Partnership | 990 | Director, Ex-Officio | 1 | $0 | $328,912 | View return |
| 2018 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $328,912 | View return |
| 2018 | Twin City Development Foundation | 990 | Director | 0.2 | $0 | $0 | View return |
| 2017 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $313,289 | View return |
| 2017 | Rowan County Crosby Scholars Community Partnership | 990 | Director | 1 | $0 | $313,289 | View return |
| 2017 | Iredell County Crosby Scholars Community Partnership | 990 | Director, Ex-Officio | 1 | $0 | $313,289 | View return |
| 2016 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $300,613 | View return |
| 2016 | Rowan County Crosby Scholars Community Partnership | 990 | Director | 1 | $0 | $300,613 | View return |
| 2016 | Iredell County Crosby Scholars Community Partnership | 990 | Director, Ex-Officio | 1 | $0 | $300,613 | View return |
| 2015 | Rowan County Crosby Scholars Community Partnership | 990 | Director | 1 | $0 | $289,214 | View return |
| 2015 | Iredell County Crosby Scholars Community Partnership | 990 | Director, Ex-Officio | 1 | $0 | $289,214 | View return |
| 2015 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $289,214 | View return |
| 2014 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $283,700 | View return |
| 2014 | Rowan County Crosby Scholars Community Partnership | 990 | Director | 1 | $0 | $283,700 | View return |
| 2014 | Crosby Scholars Community Partnership | 990 | Ex-Officio | 1 | $0 | $283,700 | View return |
| 2013 | Rowan County Crosby Scholars Community Partnership | 990 | Director | 1 | $0 | $287,976 | View return |
| 2013 | Northwest North Carolina Community Foundation | 990 | Director | 1 | $0 | $287,976 | View return |