| 2023 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | Baldwin Wallace University | 990 | Trustee | 2 | $0 | $0 | View return |
| 2023 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Baldwin Wallace University | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | Baldwin Wallace University | 990 | Trustee | 2 | $0 | $0 | View return |
| 2021 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Fraternal Order of Eagles 1582 Aerie | 990EZ | President | 5 | $0 | - | View return |
| 2020 | Baldwin Wallace University | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Fraternal Order of Eagles 1582 Aerie | 990EZ | President | 5 | $0 | - | View return |
| 2019 | Baldwin Wallace University | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2018 | Fraternal Order of Eagles 1582 Aerie | 990EZ | President | 5 | $0 | - | View return |
| 2018 | Baldwin Wallace University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2018 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Fraternal Order of Eagles 1582 Aerie | 990EZ | President | 5 | $0 | - | View return |
| 2017 | Baldwin Wallace University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2016 | Fraternal Order of Eagles 1582 Aerie | 990EZ | Trustee | 5 | $0 | - | View return |
| 2016 | Baldwin Wallace University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Bluecoats Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2015 | Bluecoats Inc. | 990 | Vice President, Director | 1 | $0 | $0 | View return |
| 2015 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2015 | Baldwin Wallace University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | The Carleton Family Foundation | 990PF | President, D | 0.25 | $0 | $0 | View return |
| 2014 | Baldwin Wallace University | 990 | Chair | 5 | $0 | $0 | View return |
| 2014 | Playhouse Square Foundation | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2014 | Bluecoats Inc. | 990 | Vice President, Director | 1 | $0 | $0 | View return |
| 2013 | The Carleton Family Foundation | 990PF | President, D | 0.25 | $0 | $0 | View return |
| 2013 | Fraternal Order of Eagles 1582 Aerie | 990EZ | Secretary | 5 | $0 | - | View return |
| 2013 | The Carleton Family Foundation | 990PF | President, D | 0.25 | $0 | $0 | View return |
| 2013 | California Community Opportunities Inc. | 990 | Board Member/President | 1 | - | - | View return |
| 2013 | Playhouse Square Foundation | 990 | Co-Vice Chair, Development | 0.5 | $0 | $0 | View return |
| 2013 | Bluecoats Inc. | 990 | Vice President, Director | 1 | - | - | View return |
| 2013 | Baldwin Wallace University | 990 | Chair | 5 | $0 | $0 | View return |
| 2012 | The Carleton Family Foundation | 990PF | President, D | 0.25 | $0 | $0 | View return |
| 2011 | The Carleton Family Foundation | 990PF | President, D | 0 | $0 | $0 | View return |