| 2025 | E Stuart James Grant Charitable Trust | 990PF | Trustee | 40 | $394,938 | $0 | View return |
| 2025 | The Davenport Charitable Trust Uad 8-13-21 | 990PF | Trustee | 20 | $67,309 | $0 | View return |
| 2025 | Robert Addison Schoolfield Memorial Fund | 990PF | Successor Co-Trustee | 40 | $46,938 | $0 | View return |
| 2025 | Mary Frances Cooper Tr Ua for Moffett Memorial Baptist Church | 990PF | Trustee | 2 | $32,981 | $0 | View return |
| 2025 | Mary Frances Cooper Tr Ua for Shelton Memorial Presbyterian Church | 990PF | Trustee | 2 | $15,092 | $0 | View return |
| 2025 | Mary F Cooper Charitable Tr FBO Kentuck Baptist Church | 990PF | Trustee | 2 | $13,579 | $0 | View return |
| 2025 | Sam S Pruitt and Frances J Pruitt Charitable Tr C/O American National Bank | 990PF | Trustee | 40 | $11,438 | $0 | View return |
| 2025 | Swain-Grousbeck Sight Trust | 990PF | Trustee | 2 | $10,338 | $0 | View return |
| 2025 | Emanuel a Beck Charitable Tr FBO Weta TV and George Washington Univ | 990PF | Trustee | 10 | $8,719 | $0 | View return |
| 2025 | Hooker Foundation C/O American National Bank & Trust Co | 990PF | Trustee | 2 | $6,442 | $0 | View return |
| 2025 | George S Hughes Charitable Tr | 990PF | Trustee | 40 | $5,899 | $0 | View return |
| 2025 | Tr Mattie C Williamson Fund C/O American National Bank & Trust Co | 990PF | Successor Trustee | 40 | $1,590 | $0 | View return |
| 2024 | E Stuart James Grant Charitable Trust | 990PF | Trustee | 40 | $375,573 | $0 | View return |
| 2024 | Alexander Berkeley Carrington Jr & Ruth Simpson Carrington Charitable Trust | 990PF | Trustee | 6 | $192,475 | $0 | View return |
| 2024 | Robert Addison Schoolfield Memorial Fund | 990PF | Successor Co-Trustee | 40 | $44,442 | $0 | View return |
| 2024 | Mary Frances Cooper Tr Ua for Moffett Memorial Baptist Church | 990PF | Trustee | 2 | $31,659 | $0 | View return |
| 2024 | The William and Charlotte Parks Foundation for Animal Welfare | 990 | Trustee | - | $16,424 | $0 | View return |
| 2024 | Mary Frances Cooper Tr Ua for Shelton Memorial Presbyterian Church | 990PF | Trustee | 2 | $14,557 | $0 | View return |
| 2024 | Mary F Cooper Charitable Tr FBO Kentuck Baptist Church | 990PF | Trustee | 2 | $13,339 | $0 | View return |
| 2024 | Sam S Pruitt and Frances J Pruitt Charitable Tr C/O American National Bank | 990PF | Trustee | 40 | $10,799 | $0 | View return |
| 2024 | Swain-Grousbeck Sight Trust | 990PF | Trustee | 2 | $9,968 | $0 | View return |
| 2024 | Hooker Foundation C/O American National Bank & Trust Co | 990PF | Trustee | 2 | $6,160 | $0 | View return |
| 2024 | George S Hughes Charitable Tr | 990PF | Trustee | 40 | $5,649 | $0 | View return |
| 2024 | Robert S Jordan and Beatrice Daniels Jordan Memorial Fund for Averett College | 990EZ | Trustee | 2 | $4,161 | $0 | View return |
| 2024 | Tr Mattie C Williamson Fund C/O American National Bank & Trust Co | 990PF | Successor Trustee | 40 | $1,490 | $0 | View return |
| 2024 | Robert and Kay Fowler Perpetual Charitable Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2023 | The William and Charlotte Parks Foundation for Animal Welfare | 990 | Trustee | - | $14,998 | $0 | View return |
| 2023 | Robert and Kay Fowler Perpetual Charitable Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2022 | The William and Charlotte Parks Foundation for Animal Welfare | 990 | Trustee | - | $14,918 | $0 | View return |
| 2022 | Robert and Kay Fowler Perpetual Charitable Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2021 | The William and Charlotte Parks Foundation for Animal Welfare | 990 | Trustee | - | $15,498 | $0 | View return |
| 2020 | The William and Charlotte Parks Foundation for Animal Welfare | 990 | Trustee | - | $14,133 | $0 | View return |