| 2024 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $3,000 | $0 | View return |
| 2024 | Mons Concepit Foundation Inc | 990PF | Pres | 20 | $0 | $0 | View return |
| 2023 | Mons Concepit Foundation Inc | 990PF | Pres | 20 | $105,040 | $0 | View return |
| 2023 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $3,000 | $0 | View return |
| 2022 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $3,000 | $0 | View return |
| 2022 | Mons Concepit Foundation Inc | 990PF | Pres | 20 | $0 | $0 | View return |
| 2021 | Mons Concepit Foundation Inc | 990PF | Pres | 20 | $105,040 | $25,000 | View return |
| 2021 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | $0 | View return |
| 2020 | Mons Concepit Foundation Inc | 990PF | Pres | 20 | $107,060 | $25,000 | View return |
| 2020 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2019 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2019 | The Horse Park at Woodside | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Mons Concepit Foundation Inc | 990PF | Pres | 40 | $105,040 | $25,000 | View return |
| 2018 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2017 | Mons Concepit Foundation Inc | 990PF | Pres | 40 | $105,040 | $25,000 | View return |
| 2017 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2016 | Mons Concepit Foundation Inc | 990PF | Pres | 40 | $105,040 | $31,500 | View return |
| 2016 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2015 | Mons Concepit Foundation Inc | 990PF | Pres | 40 | $111,540 | $0 | View return |
| 2015 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2014 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2013 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2012 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2011 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |
| 2010 | The John Marie and Joseph Whalen Foundation Inc | 990PF | Chairman | 1 | $2,000 | - | View return |