| 2024 | Credit Unions Chartered in the State of Michigan | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2024 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2023 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2023 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2023 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2023 | Credit Unions Chartered in the State of Michigan | 990 | Director/Supervisory Commi | 1 | $0 | $0 | View return |
| 2023 | San Francisco Conservatory of Music Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2023 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2023 | International Association of Lions Clubs | 990EZ | Membership Outreach | 1 | $0 | $0 | View return |
| 2022 | Credit Unions Chartered in the State of Michigan | 990 | Director/Supervisory Committee Chai | 1 | $0 | $0 | View return |
| 2022 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2022 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2022 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2022 | Neighborhood Falmouth Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2022 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | International Association of Lions Clubs | 990EZ | Membership Outreach | 1 | $0 | $0 | View return |
| 2021 | Institute of Internal Auditors | 990EZ | VP Membership | 1 | $0 | $0 | View return |
| 2021 | Neighborhood Falmouth Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Association for the Preservation of Clear Lake | 990EZ | Board Member | 0 | $0 | - | View return |
| 2021 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2021 | Credit Unions Chartered in the State of Michigan | 990 | Supervisory Committee Chai | 1 | $0 | $0 | View return |
| 2021 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2021 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2021 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2021 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2020 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2020 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2020 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2020 | Credit Unions Chartered in the State of Michigan | 990 | Supervisory Committee Chair | 1 | $0 | $0 | View return |
| 2020 | Neighborhood Falmouth Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Association for the Preservation of Clear Lake | 990EZ | Board Member | 0 | $0 | - | View return |
| 2020 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2020 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2019 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2019 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2019 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2019 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2018 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2018 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2018 | Northern Essex Elder Transport Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2018 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | San Francisco Symphony | 990 | Member, Board Of Governors | 1 | $0 | $0 | View return |
| 2017 | Phyllis C Wattis Foundation | 990PF | Secy/Treas | 1 | $0 | - | View return |
| 2017 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2017 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2017 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | San Francisco Symphony | 990 | Member, Board Of Governors | 1.87 | $0 | $0 | View return |
| 2017 | Northern Essex Elder Transport Inc. | 990EZ | Clerk | 1 | $0 | - | View return |
| 2016 | Jamie & Darcy Morris Foundation Inc. | 990 | Recording Secretary | 1 | $0 | $0 | View return |
| 2016 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2016 | Santa Cruz Gymnastics Booster Club | 990EZ | Secretary | 2 | $0 | - | View return |
| 2016 | Phyllis C Wattis Foundation | 990PF | Secretary/Treasurer | 1 | $0 | $0 | View return |
| 2016 | Northern Essex Elder Transport Inc. | 990EZ | Clerk | 1 | $0 | - | View return |
| 2016 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Polk County Women'S Shelter Inc DBA Our House | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | San Francisco Symphony | 990 | Member, Board Of Governors | 1.8 | $0 | $0 | View return |
| 2015 | Cleo Foundation | 990PF | President | 1 | $0 | - | View return |
| 2015 | Phyllis C Wattis Foundation | 990PF | Secretary/Treasurer | 3 | $0 | $0 | View return |
| 2015 | Santa Cruz Gymnastics Booster Club | 990EZ | Secretary | 2 | $0 | - | View return |
| 2015 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | San Francisco Symphony | 990 | Member, Board Of Governors | 1.87 | $0 | $0 | View return |
| 2015 | Polk County Women'S Shelter Inc DBA Our House | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Northern Essex Elder Transport Inc. | 990EZ | Clerk | 1 | $0 | - | View return |
| 2014 | Phyllis C Wattis Foundation | 990PF | Secretarytreasurer | 3 | $0 | $0 | View return |
| 2014 | Cleo Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2014 | Santa Cruz Gymnastics Booster Club | 990EZ | Vice President | 1 | $0 | - | View return |
| 2014 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | San Francisco Symphony | 990 | Member, Board Of Governors | 1.5 | $0 | $0 | View return |
| 2013 | Cleo Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2013 | Falmouth Hospital Auxiliary | 990 | Corresponding Sec. | 5 | $0 | $0 | View return |
| 2013 | Phyllis C Wattis Foundation | 990PF | Secretarytreasurer | 3 | $0 | $0 | View return |
| 2013 | San Francisco Conservatory of Music Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | San Francisco Symphony | 990 | Member, Board Of Governors | 1.5 | $0 | $0 | View return |
| 2012 | Cleo Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2012 | Phyllis C Wattis Foundation | 990PF | Secretarytreasurer | 3 | $0 | $0 | View return |
| 2011 | Cleo Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2010 | Cleo Foundation | 990PF | President | 1 | $0 | $0 | View return |