| 2024 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2024 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2023 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2023 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2023 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2022 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2022 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2021 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2021 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2020 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2020 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2019 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2019 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2018 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | $0 | View return |
| 2018 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2017 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2017 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | - | View return |
| 2016 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2016 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | - | View return |
| 2015 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | - | View return |
| 2015 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 2 | $0 | $0 | View return |
| 2014 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | - | View return |
| 2014 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2013 | Southern Madison Heritage Trust Inc | 990EZ | President | 1 | $0 | - | View return |
| 2013 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2012 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2011 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |
| 2010 | Jacob and Minnie Kliman Charitable Foundation | 990PF | President | 0 | $0 | $0 | View return |