| 2024 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2024 | Record Community News Group | 990 | Director | 1.25 | $0 | $0 | View return |
| 2023 | Blackhawk Community Credit Union | 990 | Chairperson | 2 | $2,139 | $0 | View return |
| 2023 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990EZ | Trustee | 1 | $0 | - | View return |
| 2023 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Record Community News Group | 990EZ | Vice President | 1.25 | $0 | - | View return |
| 2023 | Berkeley Endowment Management Company | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Blackhawk Community Credit Union | 990 | Chairperson | 2 | $2,060 | $0 | View return |
| 2022 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2022 | Record Community News Group | 990EZ | Vice President | 1.25 | $0 | - | View return |
| 2022 | Berkeley Endowment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Blackhawk Community Credit Union | 990 | Secretary | 2 | $1,845 | $0 | View return |
| 2021 | Record Community News Group | 990EZ | Vice President | 1.25 | $0 | - | View return |
| 2021 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2021 | Berkeley Endowment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Blackhawk Community Credit Union | 990 | Secretary | 2 | $1,300 | $0 | View return |
| 2020 | Blackhawk Community Credit Union Foundation Inc | 990 | Director | 2 | $0 | $240 | View return |
| 2020 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990 | Grand High P | 5 | $0 | $0 | View return |
| 2020 | Record Community News Group | 990EZ | Vice President | 1.25 | $0 | - | View return |
| 2020 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2020 | Royal Arch Foundation of Wisconsin Inc | 990EZ | Vice Preside | 1 | $0 | - | View return |
| 2020 | Berkeley Endowment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Blackhawk Community Credit Union | 990 | Secretary | 2 | $560 | $0 | View return |
| 2019 | Royal Arch Foundation of Wisconsin Inc | 990 | Grand King | - | $0 | $0 | View return |
| 2019 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990 | Grand Scribe | 5 | $0 | $0 | View return |
| 2019 | Berkeley Endowment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | Blackhawk Community Credit Union | 990 | Secretary | 2 | $400 | $0 | View return |
| 2018 | Knight Templar Foundation of Wisconsin Inc. | 990 | Trustee/Dire | - | $0 | $0 | View return |
| 2018 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990 | Grand Captai | - | $0 | $0 | View return |
| 2018 | Albany General Hospital Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Veterans of Foreign Wars Department of California | 990EZ | Chaplain | 6 | $0 | $0 | View return |
| 2018 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2018 | Berkeley Endowment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | Royal Arch Foundation of Wisconsin Inc | 990 | Grand King | 1 | $0 | $0 | View return |
| 2018 | On Lok Senior Health Services | 990 | Treasurer (Thru 07/16/18) | 2 | $0 | $0 | View return |
| 2018 | On Lok Inc. Hcsr | 990 | Treasurer (Thru 07/16/18) | 2 | $0 | $0 | View return |
| 2017 | Blackhawk Community Credit Union | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Knight Templar Foundation of Wisconsin Inc. | 990 | Trustee/Dire | 1 | $0 | $0 | View return |
| 2017 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2017 | Albany General Hospital Foundation | 990 | Immediate Past Chair | 2 | $0 | $0 | View return |
| 2017 | Royal Arch Foundation of Wisconsin Inc | 990 | Grand Captai | - | $0 | $0 | View return |
| 2017 | On Lok Inc. Hcsr | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2017 | Berkeley Endowment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | On Lok Senior Health Services | 990 | Chair | 2 | $0 | $0 | View return |
| 2016 | Knight Templar Foundation of Wisconsin Inc. | 990 | Trustee/Dire | 1 | $0 | $0 | View return |
| 2016 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2016 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990 | Grand Royal | 7 | $0 | $0 | View return |
| 2016 | Albany General Hospital Foundation | 990 | Chair | 2 | $0 | $0 | View return |
| 2016 | On Lok Inc. Hcsr | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2016 | On Lok Senior Health Services | 990 | Chair | 2 | $0 | $0 | View return |
| 2015 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $1,351,195 | $105,648 | View return |
| 2015 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990EZ | Grand Royal | 5 | $0 | - | View return |
| 2015 | Knight Templar Foundation of Wisconsin Inc. | 990 | Trustee/Dire | 1 | $0 | $0 | View return |
| 2015 | Albany General Hospital Foundation | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2015 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2015 | On Lok Senior Health Services | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | On Lok Inc. Hcsr | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2015 | Church of the Pioneers Foundation | 990 | Director (Retired In Fy) | 1 | $0 | $0 | View return |
| 2014 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $1,193,770 | $126,456 | View return |
| 2014 | Royal Arch Masons of the State of Wisconsin Grand Chapter | 990EZ | Grand Mast I | 5 | $0 | - | View return |
| 2014 | Oregon Seed Growers League | 990EZ | Director | 1 | $0 | - | View return |
| 2014 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2014 | Albany General Hospital Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Church of the Pioneers Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2014 | On Lok Senior Health Services | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | On Lok Inc. Hcsr | 990 | Treasurer, Oli | 2 | $0 | $0 | View return |
| 2013 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $1,141,853 | $188,825 | View return |
| 2013 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $1,141,853 | $188,825 | View return |
| 2013 | Albany Boys & Girls Club Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2013 | Albany General Hospital Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | On Lok Inc. Hcsr | 990 | Treasurer, Oli | 2 | $0 | $0 | View return |
| 2013 | On Lok Senior Health Services | 990 | Director | 1 | $0 | $0 | View return |
| 2012 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $689,907 | $162,611 | View return |
| 2011 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $648,001 | $108,146 | View return |
| 2010 | The James Irvine Foundation | 990PF | Treasurer/CIO | 50 | $442,251 | $139,463 | View return |