| 2024 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2024 | Slippery Rock Development Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2024 | International School of Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Promusica Arizona Chorale & Orchestra | 990 | Vice Chair | 0 | $0 | $0 | View return |
| 2023 | Rotary Club of Lexington Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2023 | Slippery Rock Development Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2023 | Black Swamp Bird Observatory | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2023 | International School of Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Promusica Arizona Chorale & Orchestra | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | Rotary Club of Lexington Sc | 990EZ | Foundation T | 0 | $0 | - | View return |
| 2023 | Promusica Arizona Chorale & Orchestra | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | South Carolina Association of Health Underwriters | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2022 | Slippery Rock Development Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2022 | Promusica Arizona Chorale & Orchestra | 990EZ | Director | 0 | $0 | - | View return |
| 2022 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2022 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Black Swamp Bird Observatory | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Rotary Club of Lexington Foundation | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2022 | International School of Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | South Carolina Association of Health Underwriters | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2022 | Rotary Club of Lexington Sc | 990EZ | Foundation T | 1 | $0 | - | View return |
| 2022 | Lexington Health Inc. | 990 | Secretary | 3 | $0 | $0 | View return |
| 2021 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Black Swamp Bird Observatory | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2021 | Slippery Rock Development Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2021 | South Carolina Association of Health Underwriters | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2021 | International School of Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Black Swamp Bird Observatory | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2020 | Lexington Health Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2020 | South Carolina Association of Health Underwriters | 990EZ | Board Member | 0 | $0 | - | View return |
| 2020 | Lexington Health Inc. | 990 | Secretary | 3 | $0 | $0 | View return |
| 2020 | International School of Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Black Swamp Bird Observatory | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Bay Minette Rotary Village Inc. | 990 | Director | - | $0 | $0 | View return |
| 2018 | Black Swamp Bird Observatory | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Bay Minette Rotary Village Inc. | 990 | Director | - | $0 | $0 | View return |
| 2018 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Bay Minette Rotary Village Inc. | 990 | Director | - | $0 | $0 | View return |
| 2017 | Goodwill Foundation of Central and Southern Indiana Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | - | View return |
| 2016 | Ohio Ornithological Society Incorporated | 990EZ | Director At-Large | 2 | $0 | $0 | View return |
| 2015 | Ohio Ornithological Society Incorporated | 990EZ | Director | 2 | $0 | $0 | View return |
| 2015 | Bay Minette Rotary Village Inc. | 990 | Director | - | $0 | $0 | View return |
| 2015 | Craig Caldwell Family Foundation | 990PF | Trustee | 0 | $0 | - | View return |
| 2014 | Bay Minette Rotary Village Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Ohio Ornithological Society Incorporated | 990EZ | Director | 2 | $0 | $0 | View return |
| 2013 | Ohio Ornithological Society Incorporated | 990EZ | Director | 4 | $0 | $0 | View return |
| 2013 | Bay Minette Rotary Village Inc. | 990 | Director | 1 | $0 | $0 | View return |