| 2024 | United Association Local 50 | 990 | Exec. Board | 2 | $3,549 | $0 | View return |
| 2024 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2024 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2023 | United Association Local 50 | 990 | Exec. Board | 2 | $3,260 | $0 | View return |
| 2023 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2023 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | New Roots Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2022 | United Association Local 50 | 990 | Exec. Board | 2 | $3,255 | $0 | View return |
| 2022 | New Roots Foundation Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2022 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2022 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | United Association Local 50 | 990 | Exec. Board | 2 | $1,549 | $0 | View return |
| 2021 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2021 | New Roots Foundation Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2021 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2020 | United Association Local 50 | 990 | Exec. Board | 2 | $1,200 | $0 | View return |
| 2020 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | New Roots Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2019 | United Association Local 50 | 990 | Exec. Board | 2 | $2,835 | $0 | View return |
| 2019 | CIVIL Society Institute Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2019 | New Roots Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2018 | United Association Local 50 | 990 | Exec. Board | 2 | $1,200 | $0 | View return |
| 2018 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2018 | New Roots Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | CIVIL Society Institute Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2017 | United Association Local 50 | 990 | Exec. Board | 2 | $1,200 | $0 | View return |
| 2017 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2017 | CIVIL Society Institute Inc. | 990 | Secretary & Treasurer | 1 | $0 | $0 | View return |
| 2017 | New Roots Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2016 | United Association Local 50 | 990 | Exec. Board | 2 | $1,200 | $0 | View return |
| 2016 | CIVIL Society Institute Inc. | 990 | Secretary & Treasurer | 1 | $0 | $0 | View return |
| 2016 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2016 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2015 | United Association Local 50 | 990 | Exec. Board | 2 | $1,200 | $0 | View return |
| 2015 | CIVIL Society Institute Inc. | 990 | Secretary & Treasurer | 1 | $0 | $0 | View return |
| 2015 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2015 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2014 | United Association Local 50 | 990 | Executive Board | 2 | $1,200 | $0 | View return |
| 2014 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Team Walker Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2014 | CIVIL Society Institute Inc. | 990 | Secretary & Treasurer | 1 | $0 | $0 | View return |
| 2014 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2013 | United Association Local 50 | 990 | Exec. Board | 2 | $1,275 | $0 | View return |
| 2013 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2013 | CIVIL Society Institute Inc. | 990 | Secretary,Treasurer & Dire | 1 | $0 | $0 | View return |
| 2013 | Wells Mountain Initiative Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | The Plumsock Fund Inc | 990 | President & Director | 5 | $0 | $0 | View return |
| 2012 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2011 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2010 | The Santayana Fund Inc | 990PF | Director | 1 | $0 | $0 | View return |