| 2023 | Global Partnerships | 990 | President | 40 | $178,490 | $0 | View return |
| 2023 | City of Lakes Waldorf School | 990 | Secretary | 2 | $0 | $0 | View return |
| 2023 | Hormel Foods Corporation Chartible Tr | 990PF | Secretary | 1 | $0 | $0 | View return |
| 2023 | MID-Atlantic Christian University Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | Global Partnerships | 990 | President & CIO | 40 | $261,004 | $0 | View return |
| 2022 | Hormel Foods Corporation Chartible Tr | 990PF | Secretary | 1 | $0 | $0 | View return |
| 2022 | City of Lakes Waldorf School | 990 | Secretary | 2 | $0 | $0 | View return |
| 2022 | MID-Atlantic Christian University Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2021 | Global Partnerships | 990 | President & CIO | 40 | $252,002 | $0 | View return |
| 2021 | Hormel Foods Corporation Chartible Tr | 990PF | Secretary | 1 | $0 | $0 | View return |
| 2021 | City of Lakes Waldorf School | 990 | Secretary | 2 | $0 | $0 | View return |
| 2021 | Columbus Jewish Foundation | 990 | Investment Chair & Secretary | 1 | $0 | $0 | View return |
| 2021 | MID-Atlantic Christian University Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | Global Partnerships | 990 | President & CIO | 40 | $241,002 | $0 | View return |
| 2020 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2020 | City of Lakes Waldorf School | 990 | Secretary | 2 | $0 | $0 | View return |
| 2020 | Austin Area Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Hickory Music Factory Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | MID-Atlantic Christian University Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | Lumberport Volunteer Fire Department | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Hormel Foods Corporation Chartible Tr | 990PF | Secretary & Director | 1 | $0 | $0 | View return |
| 2020 | Columbus Jewish Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Global Partnerships | 990 | President & CIO | 40 | $230,036 | $0 | View return |
| 2019 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2019 | Hickory Music Factory Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | City of Lakes Waldorf School | 990 | Secretary | 2 | $0 | $0 | View return |
| 2019 | Temple Israel Foundation of Columbus Ohio | 990 | Homorary | - | $0 | $0 | View return |
| 2019 | Austin Area Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Global Partnerships | 990 | President & CIO | 40 | $220,033 | $0 | View return |
| 2018 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2018 | Austin Area Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Hickory Music Factory Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2018 | Temple Israel Foundation of Columbus Ohio | 990 | Past-Preside | - | $0 | $0 | View return |
| 2018 | Austin Country Club Inc | 990 | President | 2 | $0 | $0 | View return |
| 2018 | City of Lakes Waldorf School | 990 | At-Large | 1 | $0 | $0 | View return |
| 2017 | Global Partnerships | 990 | President & CIO | 40 | $208,169 | $0 | View return |
| 2017 | Austin Area Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2017 | Austin Country Club Inc | 990 | President | 2 | $0 | $0 | View return |
| 2017 | Temple Israel Foundation of Columbus Ohio | 990 | President | 0.5 | $0 | $0 | View return |
| 2017 | City of Lakes Waldorf School | 990 | At-Large | 1 | $0 | $0 | View return |
| 2017 | Hickory Music Factory Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2016 | Global Partnerships | 990 | Chief Investment & Operating Officer | 40 | $197,477 | $0 | View return |
| 2016 | Austin Country Club Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2016 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2016 | Hickory Music Factory Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Temple Israel Foundation of Columbus Ohio | 990 | President | 0.5 | $0 | $0 | View return |
| 2016 | Austin Area Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Global Partnerships | 990 | Chief Investment & Operating Officer | 40 | $187,892 | $0 | View return |
| 2015 | Development Corporation of Austin | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2015 | Temple Israel Foundation of Columbus Ohio | 990 | President | 0.5 | $0 | $0 | View return |
| 2015 | Austin Country Club Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2015 | Austin Community Charitable Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Lumberport Volunteer Fire Department | 990 | President | 5 | $0 | $0 | View return |
| 2014 | Global Partnerships | 990 | Chief Investment & Operating Officer | 40 | $181,851 | $0 | View return |
| 2014 | Gainesville Youth Chorus Inc. | 990EZ | Community Representative | 1 | $0 | $0 | View return |
| 2014 | Austin Country Club Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2014 | Development Corporation of Austin | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Austin Community Charitable Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Ileap | 990 | Secretary | 3 | $0 | $0 | View return |
| 2014 | Temple Israel Foundation of Columbus Ohio | 990 | President | 0.5 | $0 | $0 | View return |
| 2014 | Lumberport Volunteer Fire Department | 990 | President | 5 | $0 | $0 | View return |
| 2013 | Global Partnerships | 990 | Chief Investment & Operating Officer | 40 | $178,532 | $0 | View return |
| 2013 | Ileap | 990 | Secretary | 3 | $0 | $0 | View return |
| 2013 | Temple Israel Foundation of Columbus Ohio | 990 | President | 0.5 | $0 | $0 | View return |
| 2013 | Lumberport Volunteer Fire Department | 990 | President | 5 | $0 | $0 | View return |