| 2023 | Pittsburgh History & Landmarks | 990 | Co-Founder | 28 | $325,031 | $0 | View return |
| 2023 | Landmarks Community Capital | 990 | Co-Founder | 1 | $0 | $325,031 | View return |
| 2023 | The Landmarks Financial Corporation | 990 | Co-Founder | 1 | $0 | $325,031 | View return |
| 2022 | Pittsburgh History & Landmarks | 990 | Co-Founder | 28 | $274,370 | $0 | View return |
| 2022 | Landmarks Community Capital | 990 | Co-Founder | 1 | $0 | $274,370 | View return |
| 2022 | The Landmarks Financial Corporation | 990 | Co-Founder | 1 | $0 | $274,370 | View return |
| 2021 | Pittsburgh History & Landmarks | 990 | Co-Founder | 27 | $265,172 | $0 | View return |
| 2021 | Landmarks Community Capital | 990 | Co-Founder | 3 | $0 | $265,172 | View return |
| 2021 | The Landmarks Financial Corporation | 990 | Co-Founder | 1 | $0 | $265,172 | View return |
| 2020 | Pittsburgh History & Landmarks | 990 | President Emeritus | 24.6 | $291,318 | $0 | View return |
| 2020 | Landmarks Community Capital | 990 | President Emeritus | 1 | $0 | $291,318 | View return |
| 2020 | The Landmarks Financial Corporation | 990 | President Emeritus | 1 | $0 | $291,318 | View return |
| 2019 | Pittsburgh History & Landmarks | 990 | President | 20.5 | $277,801 | $0 | View return |
| 2019 | Landmarks Community Capital | 990 | President Of Phlf | 4 | $0 | $277,801 | View return |
| 2019 | The Landmarks Financial Corporation | 990 | Lfc President | 1 | $0 | $277,801 | View return |
| 2018 | Pittsburgh History & Landmarks | 990 | President | 19.5 | $272,000 | $0 | View return |
| 2018 | Landmarks Community Capital | 990 | President Of Phlf | 6 | $0 | $272,000 | View return |
| 2018 | The Landmarks Financial Corporation | 990 | Lfc President | 2 | $0 | $272,000 | View return |
| 2017 | Pittsburgh History & Landmarks | 990 | President | 20 | $266,949 | $0 | View return |
| 2017 | Landmarks Community Capital | 990 | President Of Phlf | 2 | $0 | $266,949 | View return |
| 2017 | The Landmarks Financial Corporation | 990 | Lfc President | 2 | $0 | $266,949 | View return |
| 2016 | Pittsburgh History & Landmarks | 990 | President | 20 | $259,677 | $0 | View return |
| 2016 | Landmarks Community Capital | 990 | President Of Phlf | 2 | $0 | $259,677 | View return |
| 2016 | The Landmarks Financial Corporation | 990 | Lfc President | 2 | $0 | $259,677 | View return |
| 2015 | Pittsburgh History & Landmarks | 990 | President | 18 | $223,016 | $0 | View return |
| 2015 | The Landmarks Financial Corporation | 990 | Lfc President | 1.5 | $0 | $223,016 | View return |
| 2015 | Landmarks Community Capital | 990 | President Of Phlf | 2 | $0 | $223,016 | View return |
| 2014 | Pittsburgh History & Landmarks | 990 | President | 25 | $211,970 | $0 | View return |
| 2014 | Landmarks Community Capital | 990 | President Of Phlf | 2 | $0 | $211,970 | View return |
| 2014 | The Landmarks Financial Corporation | 990 | Lfc President | 2 | $0 | $211,970 | View return |
| 2013 | Pittsburgh History & Landmarks | 990 | President | 24 | $221,677 | $0 | View return |
| 2013 | Landmarks Community Capital | 990 | President | 2 | $0 | $221,677 | View return |
| 2013 | The Landmarks Financial Corporation | 990 | Lfc President | 1 | $0 | $221,677 | View return |
| 2013 | Walden Trust | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2012 | Walden Trust | 990PF | Trustee | 0 | $0 | $0 | View return |