| 2025 | North County Dispatch Jpa Veba Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2025 | Confederated Tribes of the Colville Reservation Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2024 | Confederated Tribes of the Colville Reservation Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2024 | Wright County Hra Trust | 990 | Trustee | - | $0 | $0 | View return |
| 2024 | Childrens Urological Foundation Inc Retiree Medical Savings Account | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2024 | Sherburne County Hra Trust | 990 | Director | - | $0 | $0 | View return |
| 2024 | City of San Bruno Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2023 | City of Covington Retiree Funded Hra Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2023 | Tukwila School District Integrated Funded Hra Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2023 | North County Dispatch Jpa Veba Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2023 | Sherburne County Hra Trust | 990 | Director | - | $0 | $0 | View return |
| 2023 | Confederated Tribes of the Colville Reservation Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2023 | Wright County Hra Trust | 990 | Trustee | - | $0 | $0 | View return |
| 2023 | North St Paul Schools Hra 1050003378 | 990 | Director | - | $0 | $0 | View return |
| 2023 | City of San Bruno Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2023 | Independent School District No 15 Veba Health Savings Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Valley County Veba Health Savings Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2022 | Tukwila School District Integrated Funded Hra Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2022 | North County Dispatch Jpa Veba Trust | 990EZ | Trustee | 1 | $375 | $0 | View return |
| 2022 | Village of River Forest Veba Health Savings Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | City of Clawson Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2022 | City of Bloomington Welfare Benefit Plan Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Confederated Tribes of the Colville Reservation Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2022 | Sherburne County Hra Trust | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Wright County Hra Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | North St Paul Schools Hra 1050003378 | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Benton County Hra 1050000380 | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Hutchinson Telephone Company Employee Benefits Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2022 | City of San Bruno Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | North County Dispatch Jpa Veba Trust | 990EZ | Trustee | 1 | $125 | $0 | View return |
| 2021 | Tukwila School District Integrated Funded Hra Trust | 990EZ | Trustee | 1 | $125 | $0 | View return |
| 2021 | Thurston County Veba Health Savings Trust | 990EZ | Trustee | 1 | $125 | $0 | View return |
| 2021 | Richland County Board of Developmental Disabilities Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | City of Bloomington Welfare Benefit Plan Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Confederated Tribes of the Colville Reservation Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | School District of Kansas City Missouri Health and Welfare Benefits Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | City of San Bruno Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | Benton County Hra 1050000380 | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Richland County Children Services Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | Northwestern Health Sciences University Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | Richland County Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | Hutchinson Telephone Company Employee Benefits Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | City of Clawson Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | Valley County Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Tukwila School District Integrated Funded Hra Trust | 990EZ | Trustee | 1 | $500 | $0 | View return |
| 2020 | Jennison Associates LLC Retiree Health Benefits Trust | 990 | Trustee | 5 | $0 | $14,148 | View return |
| 2020 | Richland County Board of Developmental Disabilities Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Ups Dispatchers Union Veba Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Northwestern Health Sciences University Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Valley County Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Confederated Tribes of the Colville Reservation Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Richland County Children Services Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Hutchinson Telephone Company Employee Benefits Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Village of River Forest Veba Health Savings Trust | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Racine Unified School District Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | City of Clawson Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Richland County Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | City of Covington Retiree Funded Hra Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Thurston County Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | North County Dispatch Jpa Veba Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | City of San Bruno Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2019 | Valley County Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2019 | Tukwila School District Integrated Funded Hra Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2019 | City of San Bruno Veba Health Savings Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2018 | Tukwila School District Integrated Funded Hra Trust | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2017 | Astrazeneca Veba Trust Agreement for Retiree Health Benefits | 990 | Trustee | 1 | $59,023 | $0 | View return |
| 2017 | Astrazeneca Veba Trust Agreement for Retiree Health Benefits | 990 | Trustee | 1 | $59,023 | $0 | View return |
| 2016 | Astrazeneca Veba Trust Agreement for Retiree Health Benefits | 990 | Trustee | 1 | $29,133 | $0 | View return |
| 2015 | Astrazeneca Veba Trust Agreement for Retiree Health Benefits | 990 | Trustee | 1 | $61,672 | $0 | View return |
| 2015 | Chesapeake Corporation Welfare Benefit Trust | 990 | Trustee | 5 | $5,314 | $0 | View return |