| 2024 | Arc Acres Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2024 | Center for Amazon Community Ecology | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2024 | Wellman House Group Home Inc | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2024 | American Society for Microbiology | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | Application Developers Alliance | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | Oneplanet USA Inc. | 990 | President | 10 | $0 | $0 | View return |
| 2024 | Brass City Residences Inc. | 990EZ | President | 10 | $0 | - | View return |
| 2024 | Center for Amazon Community Ecology | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2024 | Rockbridge Meadows Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2024 | Deer Haven Group Home Inc. | 990 | Board Member | 0.25 | $0 | $0 | View return |
| 2023 | Winged Foot Golf Club Inc | 990 | Head Golf Professional | 40 | $590,470 | $0 | View return |
| 2023 | Delta Dental Plan of Michigan Inc | 990 | Former Chief Investment Officer | 0 | $0 | $775,688 | View return |
| 2023 | Delta Dental Plan of Indiana Inc | 990 | Former Chief Investment Officer | 0 | $0 | $775,688 | View return |
| 2023 | Delta Dental Plan of Ohio Inc | 990 | Former Chief Investment Officer | 0 | $0 | $775,688 | View return |
| 2023 | Rockbridge Meadows Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2023 | Deer Haven Group Home Inc. | 990 | Board Member | 0.25 | $0 | $0 | View return |
| 2023 | Application Developers Alliance | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Oneplanet USA Inc. | 990 | President | 10 | $0 | $0 | View return |
| 2023 | Brass City Residences Inc. | 990EZ | President | 10 | $0 | - | View return |
| 2023 | Capital Region Community Foundation | 990 | Past Chair | 1 | $0 | $0 | View return |
| 2023 | Serving People in Need Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Arc Acres Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2023 | Wellman House Group Home Inc | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2023 | American Society for Microbiology | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Center for Amazon Community Ecology | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2022 | Winged Foot Golf Club Inc | 990 | Head Golf Pro | 40 | $467,007 | $0 | View return |
| 2022 | Delta Dental Plan of Ohio Inc | 990 | Former Chief Investment Officer | 0 | $0 | $783,761 | View return |
| 2022 | Delta Dental Plan of Michigan Inc | 990 | Former VP, Chief Invest Officer | 0 | $0 | $783,761 | View return |
| 2022 | Delta Dental Plan of Indiana Inc | 990 | Former Chief Invest Officer | 0 | $0 | $783,761 | View return |
| 2022 | Brass City Residences Inc. | 990EZ | President | 10 | $0 | - | View return |
| 2022 | Wellman House Group Home Inc | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2022 | Oneplanet USA Inc. | 990 | President | 20 | $0 | $0 | View return |
| 2022 | Deer Haven Group Home Inc. | 990 | Board Member | 0.25 | $0 | $0 | View return |
| 2022 | Capital Region Community Foundation | 990 | Chair | 1 | $0 | $0 | View return |
| 2022 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Center for Amazon Community Ecology | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | Serving People in Need Inc. | 990 | Director | 5 | $0 | $0 | View return |
| 2022 | Application Developers Alliance | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Arc Acres Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2022 | Rockbridge Meadows Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2021 | Delta Dental Plan of Michigan Inc | 990 | Former VP, Chief Invest Officer | 0 | $689,026 | $0 | View return |
| 2021 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $441,462 | $0 | View return |
| 2021 | Delta Dental Plan of Ohio Inc | 990 | Former Chief Investment Officer | 0 | $0 | $689,026 | View return |
| 2021 | Delta Dental Plan of Indiana Inc | 990 | Former Chief Invest Off (Thru 4/18) | 0 | $0 | $689,026 | View return |
| 2021 | Wellman House Group Home Inc | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2021 | Serving People in Need Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Center for Amazon Community Ecology | 990EZ | Director | 1 | $0 | $0 | View return |
| 2021 | Rockbridge Meadows Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2021 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2021 | Brass City Residences Inc. | 990EZ | President | 10 | $0 | - | View return |
| 2021 | Capital Region Community Foundation | 990 | Vice Chair/Secretary | 1 | $0 | $0 | View return |
| 2021 | Deer Haven Group Home Inc. | 990 | Board Member | 0.25 | $0 | $0 | View return |
| 2021 | Arc Acres Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2021 | Application Developers Alliance | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Delta Dental Plan of Michigan Inc | 990 | Former VP, Chief Invest Officer | 0 | $441,912 | $83,382 | View return |
| 2020 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $419,647 | $0 | View return |
| 2020 | Mass General Brigham Incorporated & | 990 | See Schedule O - O & T Titles | 50 | $377,116 | $0 | View return |
| 2020 | Delta Dental Plan of Ohio Inc | 990 | Former Chief Investment Officer | 0 | $0 | $525,294 | View return |
| 2020 | Delta Dental Plan of Indiana Inc | 990 | Former Chief Invest Off (Thru 4/18) | 0 | $0 | $525,294 | View return |
| 2020 | Serving People in Need Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Rockbridge Meadows Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2020 | Deer Haven Group Home Inc. | 990 | Board Member | 0.25 | $0 | $0 | View return |
| 2020 | Arc Acres Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2020 | Wellman House Group Home Inc | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2020 | Application Developers Alliance | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Center for Amazon Community Ecology | 990EZ | Director | 1 | $0 | $0 | View return |
| 2020 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2020 | Capital Region Community Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Habitat for Humanity of the Greater Peoria Area Inc | 990 | Secretary | 2 | $0 | $0 | View return |
| 2020 | Lgbt Detroit Mobilization | 990EZ | Member | 10 | $0 | - | View return |
| 2019 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $418,787 | $0 | View return |
| 2019 | Lee County Industries Inc. | 990 | Executive Director | 40 | $67,633 | $0 | View return |
| 2019 | Delta Dental Plan of Michigan Inc | 990 | Former VP, Chief Invest Officer | 0 | $0 | $419,953 | View return |
| 2019 | Delta Dental Plan of Indiana Inc | 990 | Former Chief Invest Off (Thru 4/18) | 0 | $0 | $419,953 | View return |
| 2019 | Delta Dental Plan of Ohio Inc | 990 | Former Chief Investment Officer | 0 | $0 | $419,953 | View return |
| 2019 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2019 | Application Developers Alliance | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Lgbt Detroit | 990 | Member | 10 | $0 | $0 | View return |
| 2019 | Center for Amazon Community Ecology | 990EZ | Director | 1 | $0 | $0 | View return |
| 2019 | Capital Region Community Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Serving People in Need Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Sunset Lake Community Club | 990EZ | Vice President | 10 | $0 | - | View return |
| 2019 | Habitat for Humanity of the Greater Peoria Area Inc | 990 | Secretary | 2 | $0 | $0 | View return |
| 2018 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $422,839 | $0 | View return |
| 2018 | Iso New England Inc. | 990 | Senior Project Manager | 40 | $249,391 | $0 | View return |
| 2018 | Delta Dental Plan of Michigan Inc | 990 | VP, Chief Invest Officer | 48 | $188,276 | $212,958 | View return |
| 2018 | Lee County Industries Inc. | 990 | Executive Director | 40 | $65,388 | $0 | View return |
| 2018 | Delta Dental Plan of Indiana Inc | 990 | Chief Investment Officer | 1 | $0 | $401,243 | View return |
| 2018 | Delta Dental Plan of Ohio Inc | 990 | VP Chief Investment Officer | 1 | $0 | $401,243 | View return |
| 2018 | Capital Region Community Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2018 | Arc Acres Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2018 | Wellman House Group Home Inc | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2018 | Rockbridge Meadows Group Home Inc. | 990EZ | Board Member | 0.25 | $0 | - | View return |
| 2018 | Deer Haven Group Home Inc. | 990 | Board Member | 0.25 | $0 | $0 | View return |
| 2018 | Sunset Lake Community Club | 990EZ | Vice President | 10 | $0 | - | View return |
| 2018 | Lgbt Detroit | 990 | Member | 10 | $0 | $0 | View return |
| 2018 | Center for Amazon Community Ecology | 990EZ | Director | 1 | $0 | $0 | View return |
| 2018 | Habitat for Humanity of the Greater Peoria Area Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | Impression 5 Science Center | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Acjls Inc. | 990 | Secretary | 5 | $0 | $0 | View return |
| 2018 | California Hospital Medical Center Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $410,196 | $0 | View return |
| 2017 | Delta Dental Plan of Michigan Inc | 990 | VP, Chief Investment Officer | 47 | $394,187 | $0 | View return |
| 2017 | Lee County Industries Inc. | 990 | Executive Director | 40 | $64,272 | $0 | View return |
| 2017 | Delta Dental Plan of Ohio Inc | 990 | VP - Chief Investment Officer | 1 | $0 | $394,187 | View return |
| 2017 | Delta Dental Plan of Indiana Inc | 990 | Chief Investment Officer | 1 | $0 | $394,187 | View return |
| 2017 | Delta Dental Plan of New Mexico Inc | 990 | VP-Chief Investment Officer | 1 | $0 | $394,187 | View return |
| 2017 | South County Secondary School Crew Boosters Inc. | 990EZ | President | 12 | $0 | - | View return |
| 2017 | Sunset Lake Community Club | 990EZ | Vice President | 10 | $0 | - | View return |
| 2017 | Center for Amazon Community Ecology | 990EZ | Director | 1 | $0 | - | View return |
| 2017 | Community Housing Council of Fresno | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2017 | Brass City Residences Inc. | 990EZ | President | 10 | $0 | - | View return |
| 2017 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2017 | Acjls Inc. | 990 | Secretary | 5 | $0 | $0 | View return |
| 2017 | Habitat for Humanity of the Greater Peoria Area Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | California Hospital Medical Center Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Westside Montessori School Inc. | 990 | Director | 5 | $0 | $0 | View return |
| 2017 | California Hospital Medical Center Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $396,739 | $0 | View return |
| 2016 | Delta Dental Plan of Michigan Inc | 990 | VP, Chief Investment Officer | 47 | $324,459 | $0 | View return |
| 2016 | Lee County Industries Inc. | 990 | Executive Director | 40 | $63,345 | $0 | View return |
| 2016 | Delta Dental Plan of Indiana Inc | 990 | Chief Investment Officer | 1 | $0 | $324,459 | View return |
| 2016 | Delta Dental Plan of Ohio Inc | 990 | VP - Chief Investment Officer | 1 | $0 | $324,459 | View return |
| 2016 | Delta Dental Plan of New Mexico Inc | 990 | VP, Chief Investment Officer | 1 | $0 | $324,459 | View return |
| 2016 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2016 | Community Housing Council of Fresno | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Habitat for Humanity of the Greater Peoria Area Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | California Hospital Medical Center Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Westside Montessori School Inc. | 990 | Director | 5 | $0 | $0 | View return |
| 2016 | Acjls Inc. | 990 | Secretary | 5 | $0 | $0 | View return |
| 2015 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $367,548 | $0 | View return |
| 2015 | Lee County Industries Inc. | 990 | Executive Director | 40 | $63,003 | $0 | View return |
| 2015 | Society for Preservation & Encourmt of Barbershop Quartet Singing Amer | 990 | Member At Large | 10 | $0 | $0 | View return |
| 2015 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2015 | Legatus of Orange County | 990EZ | Past President | 8 | $0 | - | View return |
| 2015 | Community Housing Council of Fresno | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | California Hospital Medical Center Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $363,086 | - | View return |
| 2014 | Lee County Industries Inc. | 990 | Executive Director | 40 | $41,194 | $0 | View return |
| 2014 | Society for Preservation & Encourmt of Barbershop Quartet Singing Amer | 990 | 2014-2015 Member-At-Large | 10 | $0 | $0 | View return |
| 2014 | Community Housing Council of Fresno | 990 | President | 2 | $0 | $0 | View return |
| 2014 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2014 | California Hospital Medical Center Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Winged Foot Golf Club Inc | 990 | Golf Pro | 40 | $357,098 | $0 | View return |
| 2013 | Alexian Brothers Community Services | 990 | Physician | 50 | $175,158 | $0 | View return |
| 2013 | Irish American Orthopaedic Society Inc. | 990EZ | Past Irish Member-At-Large | 1 | $0 | $0 | View return |
| 2013 | Shady Hill Square Association Inc. | 990 | Treasurer-Part Year | 2 | $0 | $0 | View return |
| 2013 | The St. Margaret Willow Plaza Neighborhood Revitalization Zone | 990 | Board Member | 0 | $0 | $0 | View return |
| 2013 | Habitat for Humanity of South Hampton Roads Inc | 990 | Director | 1 | $0 | $0 | View return |