| 2025 | The Edward C Fogg III and Lisbeth a Fogg Charitable Trust | 990PF | Trustee | 1.66 | $0 | $0 | View return |
| 2024 | Lamar County Electric Cooperative Association | 990 | Director | 1.45 | $8,400 | $0 | View return |
| 2024 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $8,339 | $0 | View return |
| 2024 | Claremont Investment Management Company | 990 | President And CEO | 40 | $0 | $888,315 | View return |
| 2024 | D-S Youth Baseball & Softball Association Inc. | 990EZ | Clerk | 0 | $0 | - | View return |
| 2024 | Rotary Club of North Attleboro Plainville Charitable Foundation I | 990EZ | Ex-Officio | 0 | $0 | - | View return |
| 2024 | The Edward C Fogg III and Lisbeth a Fogg Charitable Trust | 990PF | Trustee | 1.6 | $0 | $0 | View return |
| 2024 | International Association of Lions Clubs - Watertown Lions | 990EZ | President | 4 | $0 | $0 | View return |
| 2024 | Watertown Lions Foundation Inc. | 990EZ | President | 4 | $0 | $0 | View return |
| 2024 | Daniel Payne Outreach Ministries Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2024 | Leducq Foundation for Cardiovascular Research | 990PF | Secretary-Treasurer/Direct | 1 | $0 | $0 | View return |
| 2024 | Kentucky Moose Association | 990EZ | Vice President | 3 | $0 | $0 | View return |
| 2024 | George Kirvin Floyd Foundation Inc. | 990PF | Vice Preside | 0 | $0 | $0 | View return |
| 2024 | Garden Hills CIVIC Association Inc. | 990EZ | Director | 5 | $0 | - | View return |
| 2024 | National Parks Conservation Association | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2024 | Mooseheart Child City and School Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 1 | $888,315 | $0 | View return |
| 2023 | Lamar County Electric Cooperative Association | 990 | Director | 1.2 | $4,400 | $0 | View return |
| 2023 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $1,507 | $0 | View return |
| 2023 | Claremont Investment Fund | 990 | President And CEO | 1 | $0 | $888,315 | View return |
| 2023 | Claremont Investment Management Company | 990 | President And CEO | 40 | $0 | $753,750 | View return |
| 2023 | American Board of Trial Advocates - | 990 | Chapter Board Member | 1 | $0 | $0 | View return |
| 2023 | D-S Youth Baseball & Softball Association Inc. | 990EZ | Clerk | 0 | $0 | - | View return |
| 2023 | Garden Hills CIVIC Association Inc. | 990EZ | Director | 5 | $0 | - | View return |
| 2023 | George Kirvin Floyd Foundation Inc. | 990PF | Vice Preside | 0 | $0 | $0 | View return |
| 2023 | Eustis Chamber of Commerce Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | Daniel Payne Outreach Ministries Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2023 | Leducq Foundation for Cardiovascular Research | 990PF | Secretary-Treasurer/Direct | 1 | $0 | $0 | View return |
| 2023 | Garden Hills CIVIC Association Inc. | 990EZ | Director | 5 | $0 | - | View return |
| 2023 | Garden Hills CIVIC Association Inc. | 990EZ | Director | 5 | $0 | - | View return |
| 2023 | American Board of Trial Advocates | 990 | Chapter Board Member | 1 | $0 | $0 | View return |
| 2023 | Rotary Club of North Attleboro Plainville Charitable Foundation I | 990EZ | President | 0 | $0 | - | View return |
| 2023 | Watertown Lions Foundation Inc. | 990EZ | President | 4 | $0 | $0 | View return |
| 2023 | International Association of Lions Clubs - Watertown Lions | 990EZ | President | 4 | $0 | $0 | View return |
| 2023 | National Parks Conservation Association | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2022 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 1 | $753,750 | $0 | View return |
| 2022 | Lamar County Electric Cooperative Association | 990 | Director | 1.35 | $4,600 | $0 | View return |
| 2022 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $1,486 | $0 | View return |
| 2022 | Claremont Investment Fund | 990 | President And CEO | 1 | $0 | $753,750 | View return |
| 2022 | Claremont Investment Management Company | 990 | President And CEO | 40 | $0 | $678,478 | View return |
| 2022 | Eustis Chamber of Commerce Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | Leducq Foundation for Cardiovascular Research | 990PF | Secretary-Treasurer/Direct | 1 | $0 | $0 | View return |
| 2022 | George Kirvin Floyd Foundation Inc. | 990PF | Vice Preside | 0 | $0 | $0 | View return |
| 2022 | International Association of Lions Clubs - Watertown Lions | 990EZ | 1st Vice President | 1 | $0 | $0 | View return |
| 2022 | National Parks Conservation Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Daniel Payne Outreach Ministries Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2022 | Kentucky Moose Association | 990EZ | President | 5 | $0 | $0 | View return |
| 2022 | Rotary Club of North Attleboro Plainville Charitable Foundation I | 990EZ | President | 0 | $0 | - | View return |
| 2022 | Make-A-Wish Foundation of Illinois Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Watertown Lions Foundation Inc. | 990EZ | 1st Vice President | 1 | $0 | $0 | View return |
| 2022 | Atlanta Realtors Association Inc | 990 | Past President - Voting Member | 1 | $0 | $0 | View return |
| 2022 | North Hall Community Education Foundation Inc. | 990 | Board Of Directors | 0.5 | $0 | $0 | View return |
| 2022 | D-S Youth Baseball & Softball Association Inc. | 990EZ | Clerk | 0 | $0 | - | View return |
| 2021 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 1 | $678,478 | $0 | View return |
| 2021 | Lamar County Electric Cooperative Association | 990 | Director | 1.42 | $4,200 | $0 | View return |
| 2021 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $1,619 | $0 | View return |
| 2021 | Claremont Investment Fund | 990 | President And CEO | 1 | $0 | $678,478 | View return |
| 2021 | Claremont Investment Management Company | 990 | President And Chief Executive | 40 | $0 | $467,380 | View return |
| 2021 | Motivation Mobile Inc | 990EZ | Officer | 5 | $0 | - | View return |
| 2021 | George Kirvin Floyd Foundation Inc. | 990PF | Vice Preside | 0 | $0 | $0 | View return |
| 2021 | The Edward C Fogg III and Lisbeth a Fogg Charitable Trust | 990PF | Trustee | 2.2 | $0 | $0 | View return |
| 2021 | Eustis Chamber of Commerce Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2021 | Leducq Foundation for Cardiovascular Research | 990PF | Secretary-Treasurer/Direct | 1 | $0 | $0 | View return |
| 2021 | Kentucky Moose Association | 990EZ | Vice President | 3 | $0 | $0 | View return |
| 2021 | National Parks Conservation Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | D-S Youth Baseball & Softball Association Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2020 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 1 | $467,380 | $0 | View return |
| 2020 | Lamar County Electric Cooperative Association | 990 | Director | 0.99 | $3,300 | $0 | View return |
| 2020 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $604 | $0 | View return |
| 2020 | Claremont Investment Management Company | 990 | President And Chief Executive Officer | 40 | $0 | $491,063 | View return |
| 2020 | Claremont Investment Fund | 990 | President And CEO | 1 | $0 | $467,380 | View return |
| 2020 | Ronald Mcdonald House Charities of Chicagoland and Northwest Indiana | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Leducq Foundation for Cardiovascular Research | 990PF | Secretary-Treasurer/Direct | 1 | $0 | $0 | View return |
| 2020 | George Kirvin Floyd Foundation Inc. | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2020 | Princeton in Africa Inc | 990 | Vice Preside | 5 | $0 | $0 | View return |
| 2020 | Kentucky Moose Association | 990EZ | Vice President | 3 | $0 | $0 | View return |
| 2020 | National Parks Conservation Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 1 | $491,063 | $0 | View return |
| 2019 | Lamar County Electric Cooperative Association | 990 | Director | 1.35 | $3,600 | $0 | View return |
| 2019 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $977 | $0 | View return |
| 2019 | Claremont Investment Fund | 990 | President And CEO | 1 | $0 | $491,063 | View return |
| 2019 | Claremont Investment Management Company | 990 | President And Chief Executive Officer | 1 | $0 | $439,465 | View return |
| 2019 | Tulsa Regional Chamber (Fka Metropolitan Tulsa Chamber of Commerce) | 990 | Director | 0.3 | $0 | $0 | View return |
| 2019 | George Kirvin Floyd Foundation Inc. | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2019 | Princeton in Africa Inc | 990 | Vice Preside | 5 | $0 | $0 | View return |
| 2019 | Leducq Foundation for Cardiovascular Research | 990PF | Secretary-Treasurer/Direct | 1 | $0 | $0 | View return |
| 2019 | Ronald Mcdonald House Charities of Chicagoland and Northwest Indiana | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Kentucky Moose Association | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2019 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2019 | National Parks Conservation Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 40 | $439,465 | $0 | View return |
| 2018 | Lamar County Electric Cooperative Association | 990 | Director | 1.26 | $3,600 | $0 | View return |
| 2018 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $1,289 | $0 | View return |
| 2018 | Claremont Investment Fund | 990 | President And CEO | 1 | $0 | $439,465 | View return |
| 2018 | Claremont Investment Management Company | 990EZ | President And CEO | 0 | $0 | $0 | View return |
| 2018 | Creek Nation Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2018 | Tulsa Regional Chamber (Fka Metropolitan Tulsa Chamber of Commerce) | 990 | Director | 0.3 | $0 | $0 | View return |
| 2018 | Princeton Community Housing Inc. | 990 | Trustee Prior To Reorgan. | 1 | $0 | $0 | View return |
| 2018 | Princeton in Africa Inc | 990 | Vice Preside | 5 | $0 | $0 | View return |
| 2018 | Ronald Mcdonald House Charities of Chicagoland and Northwest Indiana | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | George Kirvin Floyd Foundation Inc. | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2018 | Kentucky Moose Association | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2018 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2017 | Claremont Mckenna College | 990 | VP And CIO | 40 | $386,720 | $0 | View return |
| 2017 | Lamar County Electric Cooperative Association | 990 | Director | 1.81 | $3,800 | $0 | View return |
| 2017 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $788 | $0 | View return |
| 2017 | Griggs Farm Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Elm Court II Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Claremont Investment Fund | 990EZ | President And CEO | 0 | $0 | $0 | View return |
| 2017 | Tulsa Regional Chamber (Fka Metropolitan Tulsa Chamber of Commerce) | 990 | Director | 0.3 | $0 | $0 | View return |
| 2017 | Princeton Community Housing Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Pcv Group Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Elm Court Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Pch Village Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Princeton in Africa Inc | 990 | Vice Preside | 5 | $0 | $0 | View return |
| 2017 | Ronald Mcdonald House Charities of Chicagoland and Northwest Indiana | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Creek Nation Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2017 | Pch Homes Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | George Kirvin Floyd Foundation Inc. | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2017 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2017 | Upland Foothill Little League | 990EZ | Treasurer | 5 | $0 | - | View return |
| 2016 | Claremont Mckenna College | 990 | VP And CIO | 40 | $320,342 | $0 | View return |
| 2016 | Lamar County Electric Cooperative Association | 990 | Director | 1.5 | $3,600 | $0 | View return |
| 2016 | Princeton Community Housing Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Elm Court II Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Creek Nation Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2016 | Princeton in Africa Inc | 990 | Vice-President | 5 | - | - | View return |
| 2016 | Lawton Food Bank Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2016 | Pch Homes Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Griggs Farm Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Ronald Mcdonald House Charities of Chicagoland and Northwest Indiana | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Corner House Foundation | 990 | Member | 0.2 | $0 | $0 | View return |
| 2016 | Mercer County Community College Foundation | 990 | Director Emeritus | 1 | $0 | $0 | View return |
| 2016 | Elm Court Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Pcv Group Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | George Kirvin Floyd Foundation Inc. | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2016 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $0 | $0 | View return |
| 2016 | Pch Village Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Upland Foothill Little League | 990EZ | Treasurer | 5 | $0 | - | View return |
| 2016 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2015 | Claremont Mckenna College | 990 | VP And CIO | 40 | $306,852 | $0 | View return |
| 2015 | Lamar County Electric Cooperative Association | 990 | Director | 1.03 | $1,700 | $0 | View return |
| 2015 | Pcv Group Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Princeton Community Housing Inc. | 990EZ | Board Member | 1 | $0 | - | View return |
| 2015 | Griggs Farm Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Elm Court Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Lawton Food Bank Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2015 | Ronald Mcdonald House Charities of Chicagoland and Northwest Indiana | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Elm Court II Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Creek Nation Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2015 | Princeton in Africa Inc | 990 | Vice-President | 5 | - | - | View return |
| 2015 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $0 | $0 | View return |
| 2015 | Georgia Eye Bank Inc. | 990 | Trustee | 0 | $0 | $0 | View return |
| 2015 | Pch Village Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Pch Development Corporation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Corner House Foundation | 990 | Member | 0.2 | $0 | $0 | View return |
| 2015 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2015 | University High School of Indiana Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2014 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 40 | $277,787 | $0 | View return |
| 2014 | Pcv Group Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Pch Development Corporation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Elm Court II Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Princeton in Africa Inc | 990 | Vice President | 5 | - | - | View return |
| 2014 | Mercer County Community College Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Elm Court Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Lawton Food Bank Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Princeton Community Housing Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2014 | Corner House Foundation | 990 | Member | 0.2 | $0 | $0 | View return |
| 2014 | George Kirvin Floyd Foundation Inc. | 990PF | Vice Pres | 1 | $0 | $0 | View return |
| 2014 | Griggs Farm Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Pch Village Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $0 | $0 | View return |
| 2014 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2014 | University High School of Indiana Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | Claremont Mckenna College | 990 | VP And Chief Investment Officer | 40 | $257,700 | $0 | View return |
| 2013 | Pcv Group Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Elm Court Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Corner House Foundation | 990 | Member | 0.2 | $0 | $0 | View return |
| 2013 | Princeton Community Housing Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2013 | Griggs Farm Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Princeton in Africa Inc | 990 | Vice President | 5 | - | - | View return |
| 2013 | Innovative Solutions for Educational Partnerships | 990 | Director | 12 | $0 | $0 | View return |
| 2013 | Pch Village Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Pch Development Corporation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Elm Court II Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | University High School of Indiana Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | Mercer County Community College Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Conivie Garden Courts Inc. | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2013 | Atlanta Realtors Association Inc | 990 | Past President | - | - | - | View return |