| 2018 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2017 | Cypress Lawn Cemetery Association | 990 | Director (Thru 11/2017) | 0.5 | $7,500 | $0 | View return |
| 2017 | Cypress Lawn Cemetery Association Endowment Care Fund | 990 | Director (Thru 11/2017) | 0.5 | $0 | $7,500 | View return |
| 2017 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2017 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2016 | Cypress Lawn Cemetery Association | 990 | Chairman - Trustees Invest | 1 | $7,500 | $0 | View return |
| 2016 | Cypress Lawn Cemetery Association Endowment Care Fund | 990 | Chairman - Trustee Invest | 1 | $0 | $7,500 | View return |
| 2016 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2015 | Cypress Lawn Cemetery Association | 990 | Chairman - Trustees Invest | 1 | $4,500 | $0 | View return |
| 2015 | Cypress Lawn Cemetery Association Endowment Care Fund | 990 | Chairman - Trustee Invest | 1 | $0 | $4,500 | View return |
| 2015 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2014 | Cypress Lawn Cemetery Association | 990 | Chairman - Trustees Invest | 1 | $7,500 | $0 | View return |
| 2014 | Cypress Lawn Cemetery Association Endowment Care Fund | 990 | Chairman - Trustee Investm | 1 | $0 | $7,500 | View return |
| 2014 | Gordon E and Betty I Moore Foundation | 990PF | Investment Committee Member | 1 | $0 | $3,885 | View return |
| 2014 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2013 | Cypress Lawn Cemetery Association | 990 | Chairman - Trustees Invest | 1 | $7,500 | $0 | View return |
| 2013 | Cypress Lawn Cemetery Association Endowment Care Fund | 990 | Chairman - Trustee Investm | 1 | $0 | $5,200 | View return |
| 2013 | Gordon E and Betty I Moore Foundation | 990PF | Investment Committee Member | 1 | $0 | $3,291 | View return |
| 2013 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2012 | Gordon E and Betty I Moore Foundation | 990PF | Investment Committee Member | 1 | $0 | $3,816 | View return |
| 2012 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2011 | Gordon E and Betty I Moore Foundation | 990PF | Investment Committee Member | 4 | $0 | $3,084 | View return |
| 2010 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investm | 1 | $0 | $0 | View return |
| 2009 | Cypress Lawn Heritage Foundation | 990PF | Chairman - Trustee Investment | 1 | $0 | $0 | View return |