| 2024 | St Anthony'S Hospital Inc | 990 | Trustee/Imm Past Chair | 1 | $0 | $0 | View return |
| 2024 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2024 | Benevolent and Protective Order of Elks 1862 Hillsboro | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Teleios Collaborative Network | 990 | Member At Large | 2 | $0 | $199,462 | View return |
| 2023 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Benevolent and Protective Order of Elks 1862 Hillsboro | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Florida Bankers Educational Foundation | 990 | Trustee | 0.25 | $0 | $0 | View return |
| 2022 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $235,961 | $0 | View return |
| 2022 | Teleios Collaborative Network | 990 | Member At Large | 2 | $0 | $207,121 | View return |
| 2022 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Benevolent and Protective Order of Elks 1862 Hillsboro | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Florida Bankers Educational Foundation | 990 | Trustee | 0.25 | $0 | $0 | View return |
| 2021 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $224,352 | $0 | View return |
| 2021 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Florida Bankers Educational Foundation | 990 | Trustee | 0.25 | $0 | $0 | View return |
| 2021 | Benevolent and Protective Order of Elks 1862 Hillsboro | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Teleios Collaborative Network | 990 | Member At Large | 2 | $0 | $197,128 | View return |
| 2020 | Benevolent and Protective Order of Elks 1862 Hillsboro | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Florida Bankers Educational Foundation | 990 | Trustee | 0.25 | $0 | $0 | View return |
| 2020 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Charleston Community Sailing Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2020 | Sister Margaret Freeman Foundation Inc. | 990 | Chair | 0.5 | $0 | $0 | View return |
| 2019 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $198,760 | $0 | View return |
| 2019 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Sister Margaret Freeman Foundation Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $176,463 | $0 | View return |
| 2018 | The American Stage Company Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | St Anthony'S Hospital Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Sister Margaret Freeman Foundation Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2017 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $156,575 | $0 | View return |
| 2017 | The Carolinas Center for Hospice and End of Life Care | 990 | Past Chair | 1 | $0 | $0 | View return |
| 2017 | Teleios Collaborative Network | 990EZ | Member At-Large | 1 | $0 | $0 | View return |
| 2017 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2016 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $153,108 | $0 | View return |
| 2016 | The Carolinas Center for Hospice and End of Life Care | 990 | Board Chair | 2 | $0 | $0 | View return |
| 2016 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2015 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $149,497 | $0 | View return |
| 2015 | The Carolinas Center for Hospice and End of Life Care | 990 | Board Chair | 2 | $0 | $0 | View return |
| 2015 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2014 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $147,436 | $0 | View return |
| 2014 | Florida District of Kiwanis | 990 | Lt. Governor | 5 | $0 | $0 | View return |
| 2013 | Caldwell Hospice and Palliative Care Inc DBA Amorem | 990 | CEO | 40 | $143,185 | $0 | View return |
| 2013 | Benevolent and Protective Order of Elks 1862 Hillsboro | 990 | Leading Knig | 1 | $0 | $0 | View return |
| 2013 | Florida District of Kiwanis | 990 | Lt. Governor | 5 | $0 | $0 | View return |