| 2024 | Blanche Ebert Seaver Trust for Frank R Seaver College | 990 | Co-Trustee | 40 | $1,381,740 | $0 | View return |
| 2024 | Mae Jane MC Guire Memorial Fund | 990 | Trustee | 40 | $133,168 | $0 | View return |
| 2024 | Susana D Del Amo Charitable Trust | 990 | Trustee | 40 | $126,494 | $0 | View return |
| 2024 | Bernard H Van Der Steen Trust | 990 | Co-Trustee | 40 | $75,000 | $0 | View return |
| 2024 | Marion and Walter C Bateman Jr Memorial Fund | 990 | Trustee | 40 | $50,992 | $0 | View return |
| 2024 | Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226 | 990 | Trustee | 40 | $43,771 | $0 | View return |
| 2024 | Ross Beason Residuary Trust | 990 | Trustee | 40 | $38,568 | $0 | View return |
| 2024 | Mariana T Etchemendy Charitable Trust 02 60900 | 990 | Trustee | 40 | $27,495 | $0 | View return |
| 2024 | Anita a Mackenzie Tr Ua 031698 FBO Braille Institue 214368 | 990 | Trustee | 40 | $18,366 | $0 | View return |
| 2024 | James R Mcilvried & Elizabeth Mcilvried Memorial Tr | 990PF | Trustee | 40 | $13,757 | - | View return |
| 2024 | Charles D Richardson Memorial Fund Trust Services of America Inc. | 990 | Trustee | 40 | $13,682 | $0 | View return |
| 2024 | Jack Starkey Charitable Trust | 990 | Trustee | 2 | $13,551 | $0 | View return |
| 2024 | H Clifford Allen Scholarship Fund | 990 | Trustee | 40 | $8,211 | $0 | View return |
| 2024 | Daguerre Trust Fund FBO Franciscan Sisters | 990 | Trustee | 40 | $4,000 | $0 | View return |
| 2024 | Lulu N Upton Charitable Trust | 990 | Trustee | 40 | $3,292 | $0 | View return |
| 2024 | Joseph Allen Cole Fund Trust 01-63387 | 990PF | Trustee | 1 | $2,826 | - | View return |
| 2023 | Blanche Ebert Seaver Trust for Frank R Seaver College | 990 | Co-Trustee | - | $530,311 | $0 | View return |
| 2023 | Bernard H Van Der Steen Trust | 990 | Co-Trustee | 40 | $75,000 | $0 | View return |
| 2023 | Marian Mullin Hancock Charitable Trust | 990 | Co-Trustee | - | $68,023 | $0 | View return |
| 2023 | Susana D Del Amo Charitable Trust | 990 | Trustee | 40 | $64,591 | $0 | View return |
| 2023 | Mae Jane MC Guire Memorial Fund | 990 | Trustee | 40 | $53,191 | $0 | View return |
| 2023 | Marion and Walter C Bateman Jr Memorial Fund | 990 | Trustee | 40 | $48,220 | $0 | View return |
| 2023 | Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226 | 990 | Trustee | 40 | $40,154 | $0 | View return |
| 2023 | Ross Beason Residuary Trust | 990 | Trustee | 40 | $35,382 | $0 | View return |
| 2023 | Mariana T Etchemendy Charitable Trust 02 60900 | 990 | Trustee | 40 | $25,369 | $0 | View return |
| 2023 | Anita a Mackenzie Tr Ua 031698 FBO Braille Institue 214368 | 990 | Trustee | 40 | $16,543 | $0 | View return |
| 2023 | James R Mcilvried & Elizabeth Mcilvried Memorial Tr | 990PF | Trustee | 40 | $12,883 | - | View return |
| 2023 | Jack Starkey Charitable Trust | 990 | Trustee | 40 | $12,548 | $0 | View return |
| 2023 | Charles D Richardson Memorial Fund Trust Services of America Inc. | 990 | Trustee | 40 | $12,202 | $0 | View return |
| 2023 | H Clifford Allen Scholarship Fund | 990 | Trustee | 40 | $7,583 | $0 | View return |
| 2023 | Daguerre Trust Fund FBO Franciscan Sisters | 990 | Trustee | 40 | $4,000 | $0 | View return |
| 2023 | Lulu N Upton Charitable Trust | 990 | Trustee | 40 | $3,085 | $0 | View return |
| 2023 | Joseph Allen Cole Fund Trust 01-63387 | 990PF | Trustee | 40 | $2,687 | - | View return |
| 2023 | Hutton Pet Protection Fd Pri Irr Tr FBO Pet Prot Fd 092988 | 990PF | Trustee | 40 | $334 | - | View return |
| 2022 | Blanche Ebert Seaver Trust for Frank R Seaver College | 990 | Co-Trustee | 40 | $652,484 | $0 | View return |
| 2022 | Susana D Del Amo Charitable Trust | 990 | Trustee | 40 | $82,959 | $0 | View return |
| 2022 | Bernard H Van Der Steen Trust | 990 | Co-Trustee | 40 | $75,000 | $0 | View return |
| 2022 | Marian Mullin Hancock Charitable Trust | 990 | Co-Trustee | - | $63,520 | $0 | View return |
| 2022 | Marion and Walter C Bateman Jr Memorial Fund | 990 | Trustee | 40 | $49,569 | $0 | View return |
| 2022 | Mae Jane MC Guire Memorial Fund | 990 | Trustee | 40 | $45,638 | $0 | View return |
| 2022 | Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226 | 990 | Trustee | 40 | $41,430 | $0 | View return |
| 2022 | Ross Beason Residuary Trust | 990 | Trustee | 40 | $36,278 | $0 | View return |
| 2022 | Mariana T Etchemendy Charitable Trust 02 60900 | 990 | Trustee | 40 | $26,294 | $0 | View return |
| 2022 | Anita a Mackenzie Tr Ua 031698 FBO Braille Institue 214368 | 990 | Trustee | 40 | $16,585 | $0 | View return |
| 2022 | James R Mcilvried & Elizabeth Mcilvried Memorial Tr | 990PF | Trustee | 40 | $13,694 | - | View return |
| 2022 | Charles D Richardson Memorial Fund Trust Services of America Inc. | 990 | Trustee | 40 | $12,446 | $0 | View return |
| 2022 | Jack Starkey Charitable Trust | 990 | Trustee | 40 | $12,023 | $0 | View return |
| 2022 | H Clifford Allen Scholarship Fund | 990 | Trustee | 40 | $7,882 | $0 | View return |
| 2022 | Daguerre Trust Fund FBO Franciscan Sisters | 990 | Trustee | 40 | $4,000 | $0 | View return |
| 2022 | Lulu N Upton Charitable Trust | 990 | Trustee | 40 | $3,253 | $0 | View return |
| 2022 | Joseph Allen Cole Fund Trust 01-63387 | 990PF | Trustee | 40 | $2,587 | - | View return |
| 2022 | Hutton Pet Protection Fd Pri Irr Tr FBO Pet Prot Fd 092988 | 990PF | Trustee | 40 | $574 | - | View return |
| 2021 | Blanche Ebert Seaver Trust for Frank R Seaver College | 990 | Co-Trustee | 40 | $563,934 | $0 | View return |
| 2021 | Susana D Del Amo Charitable Trust | 990 | Trustee | 40 | $90,145 | $0 | View return |
| 2021 | Bernard H Van Der Steen Trust | 990 | Co-Trustee | 40 | $75,000 | $0 | View return |
| 2021 | Marian Mullin Hancock Charitable Trust | 990 | Co-Trustee | 40 | $67,509 | $0 | View return |
| 2021 | Marion and Walter C Bateman Jr Memorial Fund | 990 | Trustee | 40 | $52,793 | $0 | View return |
| 2021 | Mae Jane MC Guire Memorial Fund | 990 | Trustee | 40 | $46,089 | $0 | View return |
| 2021 | Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226 | 990 | Trustee | 40 | $44,766 | $0 | View return |
| 2021 | Ross Beason Residuary Trust | 990 | Trustee | 40 | $38,676 | $0 | View return |
| 2021 | Mariana T Etchemendy Charitable Trust 02 60900 | 990 | Trustee | 40 | $28,503 | $0 | View return |
| 2021 | Anita a Mackenzie Tr Ua 031698 FBO Braille Institue 214368 | 990 | Trustee | 40 | $17,684 | $0 | View return |
| 2021 | James R Mcilvried & Elizabeth Mcilvried Memorial Tr | 990PF | Trustee | 40 | $14,883 | - | View return |
| 2021 | Jack Starkey Charitable Trust | 990 | Trustee | 40 | $13,309 | $0 | View return |
| 2021 | Charles D Richardson Memorial Fund Trust Services of America Inc. | 990 | Trustee | 40 | $12,544 | $0 | View return |
| 2021 | H Clifford Allen Scholarship Fund | 990 | Trustee | 40 | $8,567 | $0 | View return |
| 2021 | Daguerre Trust Fund FBO Franciscan Sisters | 990 | Trustee | 40 | $4,000 | $0 | View return |
| 2021 | Lulu N Upton Charitable Trust | 990 | Trustee | 40 | $3,577 | $0 | View return |
| 2021 | Joseph Allen Cole Fund Trust 01-63387 | 990PF | Trustee | 40 | $2,833 | - | View return |
| 2021 | Hutton Pet Protection Fd Pri Irr Tr FBO Pet Prot Fd 092988 | 990PF | Trustee | 40 | $905 | - | View return |
| 2021 | Elysium Fields Co Cemetary Endowment Care Trust | 990 | Trustee | 40 | $0 | $0 | View return |
| 2020 | Blanche Ebert Seaver Trust for Frank R Seaver College | 990 | Co-Trustee | 40 | $492,815 | $0 | View return |
| 2020 | Bernard H Van Der Steen Trust | 990 | Co-Trustee | 40 | $75,000 | $0 | View return |
| 2020 | Marian Mullin Hancock Charitable Trust | 990 | Co-Trustee | 40 | $62,649 | $0 | View return |
| 2020 | Mae Jane MC Guire Memorial Fund | 990 | Trustee | 40 | $46,410 | $0 | View return |
| 2020 | Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226 | 990 | Trustee | 40 | $38,978 | $0 | View return |
| 2020 | Ross Beason Residuary Trust | 990 | Trustee | 40 | $34,437 | $0 | View return |
| 2020 | Mariana T Etchemendy Charitable Trust 02 60900 | 990 | Trustee | 40 | $24,959 | $0 | View return |
| 2020 | Anita a Mackenzie Tr Ua 031698 FBO Braille Institue 214368 | 990 | Trustee | 40 | $14,755 | $0 | View return |
| 2020 | James R Mcilvried & Elizabeth Mcilvried Memorial Tr | 990PF | Trustee | 40 | $13,644 | - | View return |
| 2020 | Jack Starkey Charitable Trust | 990 | Trustee | 40 | $12,114 | $0 | View return |
| 2020 | Charles D Richardson Memorial Fund Trust Services of America Inc. | 990 | Trustee | 40 | $10,284 | $0 | View return |
| 2020 | Lulu N Upton Charitable Trust | 990 | Trustee | 40 | $3,182 | $0 | View return |
| 2020 | Joseph Allen Cole Fund Trust 01-63387 | 990PF | Trustee | 40 | $2,997 | - | View return |
| 2020 | Elysium Fields Co Cemetary Endowment Care Trust | 990 | Trustee | 40 | $2,000 | $0 | View return |
| 2020 | Hutton Pet Protection Fd Pri Irr Tr FBO Pet Prot Fd 092988 | 990PF | Trustee | 40 | $858 | - | View return |
| 2020 | Susana D Del Amo Charitable Trust | 990 | Trustee | - | $0 | $0 | View return |
| 2019 | Blanche Ebert Seaver Trust for Frank R Seaver College | 990 | Co-Trustee | 40 | $841,043 | $0 | View return |
| 2019 | Marian Mullin Hancock Charitable Trust | 990 | Co-Trustee | 40 | $83,695 | $0 | View return |
| 2019 | Mae Jane MC Guire Memorial Fund | 990 | Trustee | 40 | $62,183 | $0 | View return |
| 2019 | Estate of Sydney L Berg FBO Lilly M Berg Memorial Fund Ct 106226 | 990 | Trustee | 40 | $38,362 | $0 | View return |
| 2019 | Ross Beason Residuary Trust | 990 | Trustee | 40 | $33,957 | $0 | View return |
| 2019 | Mariana T Etchemendy Charitable Trust 02 60900 | 990 | Trustee | 40 | $22,479 | $0 | View return |
| 2019 | James R Mcilvried & Elizabeth Mcilvried Memorial Tr | 990PF | Trustee | 40 | $13,522 | - | View return |
| 2019 | Jack Starkey Charitable Trust | 990 | Trustee | 40 | $11,147 | $0 | View return |
| 2019 | Charles D Richardson Memorial Fund Trust Services of America Inc. | 990 | Trustee | 40 | $10,244 | $0 | View return |
| 2019 | Lulu N Upton Charitable Trust | 990 | Trustee | 40 | $3,195 | $0 | View return |
| 2019 | Joseph Allen Cole Fund Trust 01-63387 | 990PF | Trustee | 40 | $2,777 | - | View return |
| 2019 | Elysium Fields Co Cemetary Endowment Care Trust | 990 | Trustee | 40 | $2,000 | $0 | View return |