| 2019 | Robert Lee Weiss Foundation First Tn Bank Plaza Tower | 990PF | Trustee | 0 | $30,698 | - | View return |
| 2019 | June Friedlob Kate Friedlob June Friedlob Heller Foundation | 990PF | Agent For Trustee (End 04/2019) | 10 | $824 | $0 | View return |
| 2018 | Robert Lee Weiss Foundation First Tn Bank Plaza Tower | 990PF | Trustee | 0 | $31,771 | - | View return |
| 2018 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $16,323 | $0 | View return |
| 2017 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $20,824 | $0 | View return |
| 2017 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $18,247 | - | View return |
| 2017 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 2 | $1,302 | - | View return |
| 2016 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $18,791 | - | View return |
| 2016 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $14,856 | $0 | View return |
| 2016 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 2 | $1,632 | - | View return |
| 2015 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $18,492 | - | View return |
| 2015 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $13,970 | $0 | View return |
| 2015 | Robert P Henderson Trust UW 2962 3029620 | 990PF | Trustee | 0 | $9,263 | - | View return |
| 2015 | Rosalie Conte Foundation 44-7300093 | 990PF | Agent | 2 | $6,805 | - | View return |
| 2015 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 2 | $1,645 | - | View return |
| 2014 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $19,111 | - | View return |
| 2014 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $13,966 | $0 | View return |
| 2014 | The Bernard Lapides and Shirley W Lapides Foundation | 990PF | Trustee | 2 | $10,338 | - | View return |
| 2014 | Robert P Henderson Trust UW 2962 3029620 | 990PF | Trustee | 0 | $9,653 | - | View return |
| 2014 | Rosalie Conte Foundation 44-7300093 | 990PF | Agent | 2 | $6,541 | - | View return |
| 2014 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 2 | $1,614 | - | View return |
| 2014 | UW Gordon Lee Mem Ch Fd(Close) 189-3005390 | 990PF | Trustee | 2 | $150 | - | View return |
| 2013 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $19,607 | - | View return |
| 2013 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $13,306 | $0 | View return |
| 2013 | The Bernard Lapides and Shirley W Lapides Foundation | 990PF | Trustee | 2 | $10,518 | - | View return |
| 2013 | Co Tr Ua H J Stagmaier 189 5016250 | 990EZ | Trustee | 2 | $6,595 | $0 | View return |
| 2013 | Rosalie Conte Foundation 44-7300093 | 990PF | Agent | 3 | $6,022 | - | View return |
| 2013 | Diamond G Employee Benefit Trust | 990 | Trustee | 1 | $2,000 | $0 | View return |
| 2013 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 2 | $1,603 | - | View return |
| 2013 | UW Gordon Lee Mem Ch Fd(Close) 189-3005390 | 990PF | Trustee | 2 | $150 | - | View return |
| 2012 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $18,511 | - | View return |
| 2012 | The Sims Family Charitable Trust | 990PF | Trustee | 2 | $10,461 | $0 | View return |
| 2012 | The Bernard Lapides and Shirley W Lapides Foundation | 990PF | Trustee | 2 | $7,837 | - | View return |
| 2012 | Rosalie Conte Foundation 44-7300093 | 990PF | Agent | 3 | $4,844 | - | View return |
| 2012 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 2 | $817 | - | View return |
| 2012 | UW Gordon Lee Mem Ch Fd(Close) 189-3005390 | 990PF | Trustee | 25 | $125 | - | View return |
| 2011 | James H Tharp Charitable Trust | 990PF | Trustee | 2 | $16,335 | - | View return |
| 2011 | Robert P Henderson Trust UW 2962 3029620 | 990PF | Trustee | 0 | $8,650 | - | View return |
| 2011 | The Bernard Lapides and Shirley W Lapides Foundation | 990PF | Trustee | 100 | $7,861 | - | View return |
| 2011 | Rosalie Conte Foundation 44-7300093 | 990PF | Agent | 100 | $4,262 | - | View return |
| 2011 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 100 | $801 | - | View return |
| 2011 | UW Gordon Lee Mem Ch Fd(Close) 189-3005390 | 990PF | Trustee | 25 | $75 | - | View return |
| 2010 | James H Tharp Charitable Trust | 990PF | Trustee | 100 | $16,166 | - | View return |
| 2010 | Robert P Henderson Trust UW 2962 3029620 | 990PF | Trustee | 25 | $8,859 | - | View return |
| 2010 | The Bernard Lapides and Shirley W Lapides Foundation | 990PF | Trustee | 100 | $7,629 | - | View return |
| 2010 | Rosalie Conte Foundation 44-7300093 | 990PF | Agent | 100 | $4,037 | - | View return |
| 2010 | Herbert Shainberg Foundation | 990PF | Trustee | 25 | $1,500 | - | View return |
| 2010 | Boulder-Escalente Scholarship Foundation | 990PF | Agent | 100 | $963 | - | View return |
| 2010 | UW Gordon Lee Mem Ch Fd(Close) 189-3005390 | 990PF | Trustee | 25 | $75 | - | View return |
| 2009 | James H Tharp Charitable Trust | 990PF | Trustee | 100 | $15,769 | - | View return |