| 2024 | Tremble Foundation Inc. | 990PF | Trustee | 0 | $36,061 | - | View return |
| 2024 | J D Rockefeller Jr Tr FBO American Baptist Churches of Metro Ny 1 | 990PF | Trustee | 2 | $27,826 | - | View return |
| 2024 | Generation IV Charitable Trust | 990PF | Trustee | 1 | $27,645 | - | View return |
| 2024 | Ipg Marysville Local 1149 Retiree Medical Plan and Trust | 990 | Trustee | 1 | $9,433 | $0 | View return |
| 2024 | Runnels William Charitable Tr-Ixis | 990PF | Trustee | 2 | $6,290 | - | View return |
| 2024 | Kenneth E Lindsay Foundation Tr | 990PF | Trustee | 2 | $4,905 | - | View return |
| 2024 | Ann Oltmanns Tr UW FBO Olqp Cam | 990PF | Trustee | 1 | $3,850 | - | View return |
| 2024 | Gilbert & Virginia Mccurdy Trust XXX-XX-XXXX / R52635001 | 990PF | Trustee | 2 | $938 | - | View return |
| 2023 | Sisters of Reparation Charitable Trust | 990PF | Trustee | 2 | $38,722 | - | View return |
| 2023 | J D Rockefeller Jr Tr FBO American Baptist Churches of Metro Ny 1 | 990PF | Trustee | 2 | $26,892 | - | View return |
| 2023 | Generation IV Charitable Trust | 990PF | Trustee | 1 | $25,250 | - | View return |
| 2023 | Ipg Marysville Local 1149 Retiree Medical Plan and Trust | 990 | Trustee | 1 | $8,676 | $0 | View return |
| 2023 | Runnels William Charitable Tr-Ixis | 990PF | Trustee | 2 | $5,947 | - | View return |
| 2023 | Bornman Educational Trust | 990PF | Trustee | 1 | $4,781 | - | View return |
| 2023 | Kenneth E Lindsay Foundation Tr | 990PF | Trustee | 2 | $4,745 | - | View return |
| 2023 | Ann Oltmanns Tr UW FBO Olqp Cam | 990PF | Trustee | 1 | $4,013 | - | View return |
| 2023 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2023 | Gilbert & Virginia Mccurdy Trust XXX-XX-XXXX / R52635001 | 990PF | Trustee | 2 | $841 | - | View return |
| 2022 | Sisters of Reparation Charitable Trust | 990PF | Trustee | 2 | $38,600 | - | View return |
| 2022 | J D Rockefeller Jr Tr FBO American Baptist Churches of Metro Ny 1 | 990PF | Trustee | 2 | $26,554 | - | View return |
| 2022 | Generation IV Charitable Trust | 990PF | Trustee | 1 | $26,122 | - | View return |
| 2022 | Ipg Marysville Local 1149 Retiree Medical Plan and Trust | 990 | Trustee | 1 | $9,084 | $0 | View return |
| 2022 | Runnels William Charitable Tr-Ixis | 990PF | Trustee | 2 | $6,190 | - | View return |
| 2022 | Kenneth E Lindsay Foundation Tr | 990PF | Trustee | 2 | $5,108 | - | View return |
| 2022 | Bornman Educational Trust | 990PF | Trustee | 1 | $4,782 | - | View return |
| 2022 | Ann Oltmanns Tr UW FBO Olqp Cam | 990PF | Trustee | 1 | $4,306 | - | View return |
| 2022 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2022 | Gilbert & Virginia Mccurdy Trust XXX-XX-XXXX / R52635001 | 990PF | Trustee | 2 | $858 | - | View return |
| 2021 | Sisters of Reparation Charitable Trust | 990PF | Co-Trustee | 2 | $47,388 | - | View return |
| 2021 | Generation IV Charitable Trust | 990PF | Trustee | 1 | $26,904 | - | View return |
| 2021 | J D Rockefeller Jr Tr FBO American Baptist Churches of Metro Ny 1 | 990PF | Trustee | 2 | $24,627 | - | View return |
| 2021 | Ipg Marysville Local 1149 Retiree Medical Plan and Trust | 990 | Trustee | 1 | $9,296 | $0 | View return |
| 2021 | Runnels William Charitable Tr-Ixis | 990PF | Trustee | 2 | $6,952 | - | View return |
| 2021 | Blissfield First Presbyterian Church Tr 033090678297 | 990PF | Trustee | 1 | $6,267 | - | View return |
| 2021 | Kenneth E Lindsay Foundation Tr | 990PF | Trustee | 2 | $5,813 | - | View return |
| 2021 | Ann Oltmanns Tr UW FBO Olqp Cam | 990PF | Trustee | 1 | $4,830 | - | View return |
| 2021 | Bornman Educational Trust | 990PF | Trustee | 1 | $4,792 | - | View return |
| 2021 | Gilbert & Virginia Mccurdy Trust XXX-XX-XXXX / R52635001 | 990PF | Trustee | 2 | $961 | - | View return |
| 2021 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 0 | $0 | $0 | View return |
| 2020 | Sisters of Reparation Charitable Trust | 990PF | Co-Trustee | 2 | $11,383 | - | View return |
| 2020 | Ipg Marysville Local 1149 Retiree Medical Plan and Trust | 990 | Trustee | 1 | $8,230 | $0 | View return |
| 2020 | Runnels William Charitable Tr-Ixis | 990PF | Trustee | 2 | $5,252 | - | View return |
| 2020 | Blissfield First Presbyterian Church Tr 033090678297 | 990PF | Trustee | 1 | $4,565 | - | View return |
| 2020 | Bornman Educational Trust | 990PF | Trustee | 1 | $3,792 | - | View return |
| 2020 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 10 | $0 | $0 | View return |
| 2019 | Nicholas Habre Tr FBO Los Hermanos | 990PF | Trustee | 1 | $3,000 | - | View return |
| 2019 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2019 | Nicholas Habre Tr FBO Salvation Army | 990PF | Trustee | 2 | $3,000 | - | View return |
| 2019 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2018 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2018 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2017 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2017 | The Blanche and Dewayne Wivagg Charitable Foundation | 990PF | Trustee | 1 | $3,000 | - | View return |
| 2017 | Carol Basom Testamentary Tr Pace | 990PF | Trustee | 1 | $3,000 | - | View return |
| 2017 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2016 | Occupations Employee Benefits Trust | 990 | VP & Trust Officer | 0 | $4,273 | $0 | View return |
| 2016 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | 0 | $3,000 | $0 | View return |
| 2015 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | - | $1,500 | $0 | View return |
| 2014 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | 10 | $3,000 | $0 | View return |
| 2013 | Sema Construction Employee Benefit Trust | 990 | VP & Trust Officer | 5 | $1,500 | $0 | View return |