| 2024 | The Foundation for Lee County | 990 | Exec Member/ | 1 | $0 | $0 | View return |
| 2024 | Estero Forever Foundation Inc | 990 | Director | 0 | $0 | $0 | View return |
| 2024 | Florida Bankers Association Inc | 990 | Director | 0.2 | $0 | $0 | View return |
| 2023 | The Foundation for Lee County | 990 | Exec Member/ | 1 | $0 | $0 | View return |
| 2023 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2022 | The Foundation for Lee County | 990 | Exec Member/ | 1 | $0 | $0 | View return |
| 2022 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2021 | The Foundation for Lee County | 990 | Exec Member/ | 1 | $0 | $0 | View return |
| 2021 | Florida Bankers Association Inc | 990 | Director | 0.15 | $0 | $0 | View return |
| 2020 | The Foundation for Lee County | 990 | Chair/Direct | 2 | $0 | $0 | View return |
| 2020 | Bonita Springsestero Economic Development Council Inc | 990EZ | Director | 5 | $0 | - | View return |
| 2019 | The Foundation for Lee County | 990 | Chair/Direct | 2 | $0 | $0 | View return |
| 2019 | Bentley Village Foundation Inc | 990 | Trustee Until 11/2019 | 0.4 | $0 | $0 | View return |
| 2018 | Bentley Village Foundation Inc | 990 | Trustee | 0.8 | $0 | $0 | View return |
| 2018 | The Foundation for Lee County | 990 | Exec Member/ | 1.5 | $0 | $0 | View return |
| 2018 | Bonita Springsestero Economic Development Council Inc | 990EZ | Director | 5 | $0 | $0 | View return |
| 2018 | The Southwest Florida Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Bentley Village Foundation Inc | 990 | Trustee | 1.1 | $0 | $0 | View return |
| 2017 | The Foundation for Lee County | 990 | Exec Member/ | 1.5 | $0 | $0 | View return |
| 2017 | The Southwest Florida Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Bonita Springsestero Economic Development Council Inc | 990EZ | Director | 5 | $0 | $0 | View return |
| 2016 | Bentley Village Foundation Inc | 990 | Trustee | 0.69 | $0 | $0 | View return |
| 2016 | The Foundation for Lee County | 990 | Exec Member/ | 1.5 | $0 | $0 | View return |
| 2016 | Bonita Springsestero Economic Development Council Inc | 990EZ | Director | 5 | $0 | - | View return |
| 2016 | The Southwest Florida Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Birmingham Business Alliance | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | The Foundation for Lee County | 990 | Past Chair/E | 1.5 | $0 | $0 | View return |
| 2015 | The Southwest Florida Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Birmingham Business Alliance | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Birmingham Business Alliance | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | The Foundation for Lee County | 990 | Past Chair/E | - | $0 | $0 | View return |
| 2014 | Prosight Financial Association | 990 | Director-At-Large | 1 | $0 | $0 | View return |
| 2014 | Bank Administration Institute | 990 | Director-At-Large | 1 | $0 | $0 | View return |
| 2013 | Birmingham Business Alliance | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Birmingham Business Alliance | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | The Foundation for Lee County | 990 | Past Chair/E | 0 | $0 | $0 | View return |
| 2013 | Bank Administration Institute | 990 | Director-At-Large | 1 | - | - | View return |
| 2013 | Prosight Financial Association | 990 | Director-At-Large | 1 | - | - | View return |