| 2024 | The Southeastern Partnership II | 990 | Director | - | $0 | $0 | View return |
| 2024 | The Southeastern Partnership Inc | 990 | Director | - | $0 | $0 | View return |
| 2023 | Boy Scouts of America Tuscarora Council | 990 | Member At Large | 2 | $0 | $0 | View return |
| 2023 | North Carolina Bankers Association | 990 | Director (From Jun '23) | 1 | $0 | $0 | View return |
| 2023 | North Carolina Bankers Association | 990 | Director (From Jun '23) | 1 | $0 | $0 | View return |
| 2023 | The North Carolina Aquarium Society | 990 | Chairman | 2 | $0 | $0 | View return |
| 2022 | Southern Bank Foundation | 990PF | President & Director | 0 | $0 | $0 | View return |
| 2022 | Boy Scouts of America Tuscarora Council | 990 | Vice President | 2 | $0 | $0 | View return |
| 2022 | The North Carolina Aquarium Society | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2021 | Southern Bank Foundation | 990PF | President & Director | 0 | $0 | $0 | View return |
| 2021 | Boy Scouts of America Tuscarora Council | 990 | Vice President | 2 | $0 | $0 | View return |
| 2021 | The North Carolina Aquarium Society | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2020 | Boy Scouts of America Tuscarora Council | 990 | Vice President | 2 | $0 | $0 | View return |
| 2020 | The North Carolina Aquarium Society | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2020 | Southern Bank Foundation | 990PF | President & Director | 0 | $0 | $0 | View return |
| 2019 | The North Carolina Aquarium Society | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2019 | Boy Scouts of America Tuscarora Council | 990 | Vice President | 2 | $0 | $0 | View return |
| 2019 | North Carolina Bankers Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Boy Scouts of America Tuscarora Council | 990 | Vice President | 2 | $0 | $0 | View return |
| 2018 | North Carolina Bankers Association | 990 | Chairman | 1 | $0 | $0 | View return |
| 2018 | The North Carolina Aquarium Society | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | Boy Scouts of America Tuscarora Council | 990 | Immediate Past President | 2 | $0 | $0 | View return |
| 2017 | The North Carolina Aquarium Society | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | North Carolina Bankers Association | 990 | Chairman | 1 | $0 | $0 | View return |
| 2016 | The North Carolina Aquarium Society | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2016 | Boy Scouts of America Tuscarora Council | 990 | VP At Large | 2 | $0 | $0 | View return |
| 2016 | North Carolina Bankers Association | 990 | Chairman | 1 | $0 | $0 | View return |
| 2015 | The North Carolina Aquarium Society | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2015 | Boy Scouts of America Tuscarora Council | 990 | President | 5 | $0 | $0 | View return |
| 2015 | North Carolina Bankers Association | 990 | Chairman (As Of 3/1/16) | 1 | $0 | $0 | View return |
| 2014 | North Carolina Bankers Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | The North Carolina Aquarium Society | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Boy Scouts of America Tuscarora Council | 990 | VP Finance | 2 | $0 | $0 | View return |
| 2013 | Boy Scouts of America Tuscarora Council | 990 | VP Finance | 2 | $0 | $0 | View return |
| 2013 | North Carolina Bankers Association | 990 | Trustee | 1 | $0 | $0 | View return |