| 2024 | John S and James L Knight Foundation Inc. | 990PF | Trustee | 2 | $40,000 | $0 | View return |
| 2023 | Foundation for the Carolinas | 990 | President & CEO (Thru 1/7/23) | 50 | $951,490 | $0 | View return |
| 2023 | John S and James L Knight Foundation Inc. | 990PF | Trustee (Effective 09/2023) | 2 | $40,000 | $0 | View return |
| 2023 | John S and James L Knight Foundation Inc. | 990PF | Trustee (Effective 09/2023) | 2 | $40,000 | $0 | View return |
| 2023 | Community Investments Foundation | 990 | President & CEO | 5 | $0 | $951,490 | View return |
| 2022 | Foundation for the Carolinas | 990 | President & CEO | 50 | $817,136 | $0 | View return |
| 2022 | Greater Charlotte Foundation | 990 | President And CEO | 0.5 | $817,136 | $0 | View return |
| 2022 | E4 E Relief LLC | 990 | President | 5 | $0 | $817,136 | View return |
| 2022 | Community Investments Foundation | 990 | President | 5 | $0 | $817,136 | View return |
| 2022 | Foundation for the Charlotte Jewish Community | 990 | Vice President | 0.3 | $0 | $817,136 | View return |
| 2022 | J a Turner Family Foundation | 990 | Member | 0 | $0 | $817,136 | View return |
| 2022 | Charlotte Center City Partners | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Foundation for the Carolinas | 990 | President & CEO | 50 | $765,136 | $0 | View return |
| 2021 | Foundation for the Charlotte Jewish Community | 990 | Vice President | 0.3 | $0 | $765,136 | View return |
| 2021 | J a Turner Family Foundation | 990 | Member | 0.5 | $0 | $765,136 | View return |
| 2021 | E4 E Relief LLC | 990 | President & CEO | 5 | $0 | $765,136 | View return |
| 2021 | Greater Charlotte Foundation | 990 | President And CEO | 0.5 | $0 | $765,136 | View return |
| 2021 | Carolina Thread Trail | 990 | Vice President | 3 | $0 | $765,136 | View return |
| 2021 | Community Investments Foundation | 990 | President | 5 | $0 | $765,136 | View return |
| 2021 | Charlotte Center City Partners | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Foundation for the Carolinas | 990 | President & CEO | 50 | $692,961 | $0 | View return |
| 2020 | Carolina Thread Trail | 990 | Vice President | 3 | $0 | $705,349 | View return |
| 2020 | Foundation for the Charlotte Jewish Community | 990 | Vice President | 0.3 | $0 | $705,349 | View return |
| 2019 | Foundation for the Carolinas | 990 | President & CEO | 50 | $596,592 | $0 | View return |
| 2019 | Foundation for the Charlotte Jewish Community | 990 | Vice President | 0.3 | $0 | $602,561 | View return |
| 2019 | Carolina Thread Trail | 990 | Vice President | 0.3 | $0 | $596,592 | View return |
| 2018 | Foundation for the Carolinas | 990 | President & CEO | 50 | $719,702 | $0 | View return |
| 2018 | Greater Charlotte Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Duke University Health System Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Duke University | 990 | Trustee | 4 | $0 | $0 | View return |
| 2018 | Queens University of Charlotte | 990 | Immediate Past Chair | 1 | $0 | $0 | View return |
| 2017 | Foundation for the Carolinas | 990 | President & CEO | 50 | $616,722 | $0 | View return |
| 2017 | Greater Charlotte Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Queens University of Charlotte | 990 | Immediate Past Chair | 1 | $0 | $0 | View return |
| 2017 | Duke University | 990 | Trustee | 4 | $0 | $0 | View return |
| 2017 | Duke University Health System Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Queens University of Charlotte | 990 | Immediate Past Chair | 1 | $0 | $0 | View return |
| 2016 | Foundation for the Carolinas | 990 | President & CEO | 50 | $555,276 | $0 | View return |
| 2016 | Greater Charlotte Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Duke University | 990 | Trustee | 4 | $0 | $0 | View return |
| 2016 | Queens University of Charlotte | 990 | Immediate Past Chair | 1 | $0 | $0 | View return |
| 2016 | Queens University of Charlotte | 990 | Immediate Past Chair | 1 | $0 | $0 | View return |
| 2016 | Duke University Health System Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Foundation for the Carolinas | 990 | President & CEO | 50 | $525,756 | $0 | View return |
| 2015 | Greater Charlotte Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Duke University | 990 | Trustee | 4 | $0 | $0 | View return |
| 2015 | Duke University Health System Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Queens University of Charlotte | 990 | Chair | 1 | $0 | $0 | View return |
| 2014 | Greater Charlotte Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Queens University of Charlotte | 990 | Chair | 1 | $0 | $0 | View return |
| 2014 | Duke University Health System Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Duke University | 990 | Trustee | 4 | $0 | $0 | View return |
| 2013 | Duke University | 990 | Trustee | 6 | $0 | $0 | View return |
| 2013 | Duke University Health System Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Queens University of Charlotte | 990 | Chair | 1 | - | - | View return |