| 2024 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $203,341 | $0 | View return |
| 2024 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $95,198 | $0 | View return |
| 2024 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $55,084 | $0 | View return |
| 2024 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $38,149 | $0 | View return |
| 2024 | Adolph and Rose Levis Fam Foundation | 990PF | Trustee | 1 | $36,930 | - | View return |
| 2024 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $29,487 | $0 | View return |
| 2024 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $23,235 | $0 | View return |
| 2024 | Oneok Inc Employees Retiree Medical Benefit Trust | 990 | Trustee | 1 | $17,887 | $0 | View return |
| 2024 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $16,250 | $0 | View return |
| 2024 | Oneok Inc Employees Retiree Medical Benefit Tr II | 990 | Trustee | 1 | $12,843 | $0 | View return |
| 2024 | United States Steel Corporation Retiree Health Benefits Reserve | 990 | Institutional Trustee | 0 | $10,644 | $0 | View return |
| 2024 | J Howard Kenworthy Unitrust I | 990PF | Trustee | 1 | $8,675 | - | View return |
| 2024 | J Howard Kenworthy Unitrust II | 990PF | Trustee | 1 | $1,304 | - | View return |
| 2024 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $0 | $3 | View return |
| 2023 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $187,476 | $0 | View return |
| 2023 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $87,373 | $0 | View return |
| 2023 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $55,000 | $0 | View return |
| 2023 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $32,258 | $0 | View return |
| 2023 | Adolph and Rose Levis Fam Foundation | 990PF | Trustee | 1 | $31,563 | - | View return |
| 2023 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $21,306 | $0 | View return |
| 2023 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $13,750 | $0 | View return |
| 2023 | J Howard Kenworthy Unitrust I | 990PF | Trustee | 1 | $8,206 | - | View return |
| 2023 | J Howard Kenworthy Unitrust II | 990PF | Trustee | 1 | $1,237 | - | View return |
| 2023 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $0 | $10 | View return |
| 2023 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $0 | $0 | View return |
| 2022 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $187,504 | $0 | View return |
| 2022 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $144,352 | $0 | View return |
| 2022 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $59,583 | $0 | View return |
| 2022 | Smurfit Westrock Us Foundation F/K/A Westrock Foundation | 990PF | Trustee | 1 | $51,592 | $0 | View return |
| 2022 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $38,764 | $0 | View return |
| 2022 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $38,113 | $0 | View return |
| 2022 | Adolph and Rose Levis Fam Foundation | 990PF | Trustee | 1 | $28,478 | - | View return |
| 2022 | Oneok Inc Employees Retiree Medical Benefit Trust | 990 | Trustee | 1 | $21,729 | $0 | View return |
| 2022 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $16,094 | $16,094 | View return |
| 2022 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $15,000 | $0 | View return |
| 2022 | Oneok Inc Employees Retiree Medical Benefit Tr II | 990 | Trustee | 1 | $12,458 | $0 | View return |
| 2022 | J Howard Kenworthy Unitrust I | 990PF | Trustee | 1 | $7,836 | - | View return |
| 2022 | J Howard Kenworthy Unitrust II | 990PF | Trustee | 1 | $1,264 | - | View return |
| 2022 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $11 | $11 | View return |
| 2021 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $213,836 | $0 | View return |
| 2021 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $171,875 | $0 | View return |
| 2021 | Smurfit Westrock Us Foundation F/K/A Westrock Foundation | 990PF | Trustee | 1 | $55,008 | $0 | View return |
| 2021 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $50,620 | $0 | View return |
| 2021 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $45,422 | $0 | View return |
| 2021 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $32,287 | $0 | View return |
| 2021 | Adolph and Rose Levis Fam Foundation | 990PF | Trustee | 1 | $17,861 | - | View return |
| 2021 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $16,019 | $0 | View return |
| 2021 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $15,000 | $0 | View return |
| 2021 | Oneok Inc Employees Retiree Medical Benefit Trust | 990 | Trustee | 1 | $12,630 | $0 | View return |
| 2021 | Oneok Inc Employees Retiree Medical Benefit Tr II | 990 | Trustee | 1 | $12,320 | $0 | View return |
| 2021 | J Howard Kenworthy Unitrust I | 990PF | Trustee | 1 | $8,866 | - | View return |
| 2021 | J Howard Kenworthy Unitrust II | 990PF | Trustee | 1 | $1,434 | - | View return |
| 2021 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $7 | $0 | View return |
| 2021 | Robert and Patricia Long Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2020 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $253,617 | $0 | View return |
| 2020 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $187,500 | $0 | View return |
| 2020 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $55,000 | $0 | View return |
| 2020 | Smurfit Westrock Us Foundation F/K/A Westrock Foundation | 990PF | Trustee | 1 | $53,639 | $0 | View return |
| 2020 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $35,000 | $0 | View return |
| 2020 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $34,232 | $0 | View return |
| 2020 | George W Codrington Charitable Foundation | 990PF | Trustee | 1 | $32,617 | $0 | View return |
| 2020 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $25,033 | $0 | View return |
| 2020 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $15,923 | $0 | View return |
| 2020 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $15,000 | $0 | View return |
| 2020 | Oneok Inc Employees Retiree Medical Benefit Trust | 990 | Trustee | 1 | $13,904 | $0 | View return |
| 2020 | Oneok Inc Employees Retiree Medical Benefit Tr II | 990 | Trustee | 1 | $11,737 | $0 | View return |
| 2020 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $6,351 | $0 | View return |
| 2020 | Robert and Patricia Long Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2020 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $0 | $0 | View return |
| 2020 | The Seabury Foundation | 990PF | Trustee | 5 | $0 | $0 | View return |
| 2019 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $396,199 | $0 | View return |
| 2019 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $218,750 | $0 | View return |
| 2019 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $64,576 | $0 | View return |
| 2019 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $41,295 | $0 | View return |
| 2019 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $35,790 | $0 | View return |
| 2019 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $18,750 | $0 | View return |
| 2019 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $17,262 | $0 | View return |
| 2019 | Bell Atlantic Retiree Life Insurance Plan Trust | 990 | Trustee | 0 | $14,508 | $0 | View return |
| 2019 | Oneok Inc Employees Retiree Medical Benefit Trust | 990 | Trustee | 1 | $10,152 | $0 | View return |
| 2019 | Oneok Inc Employees Retiree Medical Benefit Tr II | 990 | Trustee | 1 | $9,980 | $0 | View return |
| 2019 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $9,333 | $0 | View return |
| 2019 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $0 | $0 | View return |
| 2019 | Financial Services Forum | 990 | Member | 0 | $0 | $0 | View return |
| 2019 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $0 | $0 | View return |
| 2019 | Robert and Patricia Long Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2018 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $773,608 | $0 | View return |
| 2018 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $140,625 | $0 | View return |
| 2018 | Bell Atlantic Retiree Life Insurance Plan Trust | 990 | Trustee | 0 | $65,264 | $0 | View return |
| 2018 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $50,422 | $0 | View return |
| 2018 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $29,261 | $0 | View return |
| 2018 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $22,459 | $0 | View return |
| 2018 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $17,175 | $0 | View return |
| 2018 | Electric Energy Inc Employee Benefit Fund | 990 | Trustee | 1 | $13,801 | $0 | View return |
| 2018 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $12,500 | $0 | View return |
| 2018 | Electric Energy Inc Employee Benefit Fund for Bargaining Unit Employees | 990 | Trustee | 1 | $11,947 | $0 | View return |
| 2018 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $9,304 | $0 | View return |
| 2018 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $31 | $0 | View return |
| 2018 | Oneok Inc Employees Retiree Medical Benefit Tr II | 990 | Trustee Beg 11/30 | 1 | $0 | $0 | View return |
| 2018 | Trust for Gte Bargained Grp Insurance Plan (Active Union Trust) | 990 | Trustee | 0 | $0 | $0 | View return |
| 2018 | Oneok Inc Employees Retiree Medical Benefit Trust | 990 | Trustee Beg 11/30 | 1 | $0 | $0 | View return |
| 2018 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $0 | $0 | View return |
| 2018 | Financial Services Forum | 990 | Member | 0 | $0 | $0 | View return |
| 2018 | Robert and Patricia Long Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2017 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $204,684 | $0 | View return |
| 2017 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $122,275 | $0 | View return |
| 2017 | Bell Atlantic Retiree Life Insurance Plan Trust | 990 | Trustee | 0 | $110,372 | $0 | View return |
| 2017 | Electric Energy Inc Employee Benefit Fund for Bargaining Unit Employees | 990 | Trustee | 2 | $83,553 | $0 | View return |
| 2017 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $59,375 | $0 | View return |
| 2017 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $43,635 | $0 | View return |
| 2017 | Electric Energy Inc Employee Benefit Fund | 990 | Trustee | 1 | $25,626 | $0 | View return |
| 2017 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $19,246 | $0 | View return |
| 2017 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $14,583 | $0 | View return |
| 2017 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $12,918 | $0 | View return |
| 2017 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $6,905 | $0 | View return |
| 2017 | Bell Atlantic Ibew Retiree Health Trust | 990 | Trustee | 0 | $6,378 | $0 | View return |
| 2017 | Trust for the Gte Group Insurance Plan | 990 | Trustee | 0 | $1,515 | $0 | View return |
| 2017 | Bell Atlantic Medical Trust | 990 | Trustee | 0 | $769 | $0 | View return |
| 2017 | Trust for Gte Bargained Grp Insurance Plan (Active Union Trust) | 990 | Trustee | 0 | $2 | $0 | View return |
| 2017 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $0 | $19,246 | View return |
| 2017 | Financial Services Forum | 990 | Member | 0 | $0 | $0 | View return |
| 2017 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $0 | $0 | View return |
| 2016 | AT&T Union Welfare Benefit Trust | 990 | Trustee | 40 | $912,500 | $0 | View return |
| 2016 | Bellsouth Corp Rfa (Life) Veba Trust for Rep Ee'S | 990 | Trustee | 40 | $187,509 | $0 | View return |
| 2016 | Bellsouth Corp Health Care Trust - Retirees | 990 | Trustee | 40 | $162,496 | $0 | View return |
| 2016 | Bellsouth Corporation Rfa Veba Trust for Non-Representable Employees | 990 | Trustee | 40 | $137,500 | $0 | View return |
| 2016 | Bell Atlantic Retiree Life Insurance Plan Trust | 990 | Trustee | 0 | $81,954 | $0 | View return |
| 2016 | Bell Atlantic Management Retiree Life Insurance Trust | 990 | Trustee | 0 | $54,853 | $0 | View return |
| 2016 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $34,909 | $0 | View return |
| 2016 | Electric Energy Inc Employee Benefit Fund for Bargaining Unit Employees | 990 | Trustee | 2 | $34,498 | $0 | View return |
| 2016 | Trust for the Gte Group Insurance Plan | 990 | Trustee | 0 | $30,375 | $0 | View return |
| 2016 | AT&T Corporation Management & Non-Represented Employee Postretirement Welfare Benefit Trust | 990 | Trustee | 40 | $25,000 | $0 | View return |
| 2016 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $20,859 | $0 | View return |
| 2016 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $17,483 | $0 | View return |
| 2016 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $11,333 | $0 | View return |
| 2016 | Bell Atlantic Ibew Retiree Health Trust | 990 | Trustee | 0 | $11,003 | $0 | View return |
| 2016 | Electric Energy Inc Employee Benefit Fund | 990 | Trustee | 1 | $10,408 | $0 | View return |
| 2016 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $9,171 | $0 | View return |
| 2016 | Bell Atlantic Retiree Health Trust | 990 | Trustee | 0 | $2,040 | $0 | View return |
| 2016 | Bell Atlantic Medical Trust | 990 | Trustee | 0 | $1,538 | $0 | View return |
| 2016 | Verizon Wireless Short-Term Disability Trust | 990 | Trustee | 0 | $1,000 | $0 | View return |
| 2016 | Trust for Gte Bargained Grp Insurance Plan (Active Union Trust) | 990 | Trustee | 0 | $7 | $0 | View return |
| 2015 | Trust for the Gte Group Insurance Plan | 990 | Trustee | 0 | $147,109 | $0 | View return |
| 2015 | Nynex Mgmt & Non Coll Bargained Rhb Trust | 990 | Trustee | 0 | $82,208 | $0 | View return |
| 2015 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $76,938 | $0 | View return |
| 2015 | Nynex Collectively Bargained Rhb Fund | 990 | Trustee | 0 | $47,957 | $0 | View return |
| 2015 | Bell Atlantic Management Retiree Life Insurance Trust | 990 | Trustee | 0 | $41,163 | $0 | View return |
| 2015 | Bell Atlantic Retiree Life Insurance Plan Trust | 990 | Trustee | 0 | $34,506 | $0 | View return |
| 2015 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $26,386 | $0 | View return |
| 2015 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $20,000 | $0 | View return |
| 2015 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $18,409 | $0 | View return |
| 2015 | The Cox Foundation | 990PF | Co-Trustee | 4 | $16,436 | - | View return |
| 2015 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $8,828 | $0 | View return |
| 2015 | Bell Atlantic Ibew Retiree Health Trust | 990 | Trustee | 0 | $6,409 | $0 | View return |
| 2015 | Bell Atlantic Medical Trust | 990 | Trustee | 0 | $4,713 | $0 | View return |
| 2015 | Nynex Corp Management Employees Benefit Trust | 990 | Trustee | 0 | $3,833 | $0 | View return |
| 2015 | Bell Atlantic Retiree Health Trust | 990 | Trustee | 0 | $2,502 | $0 | View return |
| 2015 | Verizon Wireless Short-Term Disability Trust | 990 | Trustee | 0 | $1,750 | $0 | View return |
| 2015 | Trust for Gte Bargained Grp Insurance Plan (Active Union Trust) | 990 | Trustee | 0 | $19 | $0 | View return |
| 2015 | Welfare Trust for the Gte Non-Union Retirees Benefit Plan | 990 | Trustee | 0 | $0 | $0 | View return |
| 2015 | Nynex Corp Non-Mgmt Employees Benefit Trust | 990 | Trustee | 0 | $0 | $0 | View return |
| 2014 | Trust for the Gte Group Insurance Plan | 990 | Trustee | 0 | $146,156 | $0 | View return |
| 2014 | Trust for Verizon Long Term Disability Veba | 990 | Trustee | 0 | $136,060 | $0 | View return |
| 2014 | Bell Atlantic Management Retiree Life Insurance Trust | 990 | Trustee | 0 | $44,058 | $0 | View return |
| 2014 | Nynex Mgmt & Non Coll Bargained Rhb Trust | 990 | Trustee | - | $42,715 | $0 | View return |
| 2014 | Worldcom Inc Health and Welfare Plan Veba | 990 | Trustee | 0 | $26,702 | $0 | View return |
| 2014 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $20,256 | $0 | View return |
| 2014 | The Cox Foundation | 990PF | Co-Trustee | 4 | $17,454 | - | View return |
| 2014 | Nynex Collectively Bargained Rhb Fund | 990 | Trustee | 0 | $11,009 | $0 | View return |
| 2014 | Trust for Gte Bargained Retired Group Insurance | 990 | Trustee | 0 | $10,495 | $0 | View return |
| 2014 | Avaya Inc - Salaried Employees Post Retirement Benefits Trust | 990 | Trustee | 1 | $8,355 | $0 | View return |
| 2014 | Bell Atlantic Ibew Retiree Health Trust | 990 | Trustee | 0 | $6,438 | $0 | View return |
| 2014 | Bell Atlantic Medical Trust | 990 | Trustee | 0 | $6,375 | $0 | View return |
| 2014 | Bell Atlantic Retiree Life Insurance Plan Trust | 990 | Trustee | 0 | $5,858 | $0 | View return |
| 2014 | Welfare Trust for the Gte Non-Union Retirees Benefit Plan | 990 | Trustee | 0 | $4,481 | $0 | View return |
| 2014 | Nynex Corp Management Employees Benefit Trust | 990 | Trustee | 0 | $3,692 | $0 | View return |
| 2014 | Nynex Corp Non-Mgmt Employees Benefit Trust | 990 | Trustee | 0 | $3,427 | $0 | View return |
| 2014 | Bell Atlantic Retiree Health Trust | 990 | Trustee | - | $2,458 | $0 | View return |
| 2014 | Verizon Wireless Short-Term Disability Trust | 990 | Trustee | 0 | $1,525 | $0 | View return |
| 2014 | Trust for Gte Bargained Grp Insurance Plan (Active Union Trust) | 990 | Trustee | 0 | $5 | $0 | View return |
| 2013 | Avaya Inc Represented Employees' Postretirement Health Benefits Trust | 990 | Trustee | 1 | $20,648 | $0 | View return |
| 2013 | Texas-New Mexico Power Company Medical and Death Benefits Trust | 990 | Trustee | 0.5 | $16,319 | $0 | View return |
| 2013 | The Cox Foundation | 990PF | Co-Trustee | 4 | $9,125 | - | View return |
| 2013 | Veba Inc Veba Trust C/O Four Seasons | 990 | Trustee | 2 | $0 | $0 | View return |
| 2012 | Hawksglen Foundation Tr | 990PF | Corporate Trustee | 4 | $22,531 | $0 | View return |