| 2025 | The 40 Foundation | 990PF | Vice President | 0 | $0 | $0 | View return |
| 2024 | Virginia Community Capital Inc | 990 | Director | 1 | $1,500 | $9,450 | View return |
| 2024 | Locus Inc | 990 | Director | 1 | $0 | $10,950 | View return |
| 2024 | The 40 Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2024 | Non-Ferrous Founders Society Inc | 990 | Vice Preside | 1 | $0 | $0 | View return |
| 2023 | Virginia Community Capital Inc | 990 | Director | 1 | $1,500 | $15,950 | View return |
| 2023 | Locus Inc | 990 | Director | 1 | $0 | $17,450 | View return |
| 2023 | Locus Foundation | 990 | Director | 1 | $0 | $17,450 | View return |
| 2023 | Center for Rural Entrepreneurship | 990 | Director | 1 | $0 | $17,450 | View return |
| 2023 | The 40 Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2023 | Enterprise Community Loan Fund Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Non-Ferrous Founders Society Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | The 40 Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2022 | Enterprise Community Loan Fund Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Virginia Community Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Non-Ferrous Founders Society Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Center for Rural Entrepreneurship | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Locus Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Locus Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Enterprise Community Loan Fund Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Center for Rural Entrepreneurship | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Locus Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Virginia Community Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | The 40 Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2021 | Non-Ferrous Founders Society Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Locus Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Non-Ferrous Founders Society Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | The 40 Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2020 | Virginia Community Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Center for Rural Entrepreneurship | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Locus Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Enterprise Community Loan Fund Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Locus Foundation | 990 | Director | 1 | $0 | $8,850 | View return |
| 2019 | Virginia Community Capital Inc | 990 | Director | 1 | $0 | $8,850 | View return |
| 2019 | Center for Rural Entrepreneurship | 990 | Director | 1 | $0 | $8,850 | View return |
| 2019 | The 40 Foundation | 990PF | Vice President | 0 | $0 | $0 | View return |
| 2019 | Enterprise Community Loan Fund Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Non-Ferrous Founders Society Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Cosmopolitan Club of Philadelphia | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2019 | Connetquot Foundation for the Advancement of Children | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2018 | Virginia Community Capital Inc | 990 | Director | 1 | $0 | $12,250 | View return |
| 2018 | Enterprise Community Loan Fund Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Non-Ferrous Founders Society Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | The 40 Foundation | 990PF | Vice Preside | 1 | $0 | $0 | View return |
| 2018 | Cosmopolitan Club of Philadelphia | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2018 | Connetquot Foundation for the Advancement of Children | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2017 | Center for Rural Entrepreneurship | 990 | Board Member | 2 | $40 | $1,460 | View return |
| 2017 | Virginia Community Capital Inc | 990 | Director | 2 | $0 | $1,500 | View return |
| 2017 | Enterprise Community Loan Fund Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Connetquot Foundation for the Advancement of Children | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2017 | Non-Ferrous Founders Society Inc | 990 | Director | 0 | $0 | $0 | View return |
| 2017 | Cosmopolitan Club of Philadelphia | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2016 | Enterprise Community Loan Fund Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Connetquot Foundation for the Advancement of Children | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2016 | Cosmopolitan Club of Philadelphia | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2014 | Augusta Symphony Guild 2567 Central | 990 | Secretary | 3 | $0 | $0 | View return |