| 2024 | Focused Ultrasound Surgery Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | National Association of Independent Public Finance Advisors | 990 | Non-Firm Director | 1 | $0 | $0 | View return |
| 2024 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2023 | Focused Ultrasound Surgery Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | National Association of Independent Public Finance Advisors | 990 | Non-Firm Director | 1 | $0 | $0 | View return |
| 2023 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2022 | Baykids | 990 | Board Member | 3 | $0 | $0 | View return |
| 2022 | Focused Ultrasound Surgery Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | National Association of Independent Public Finance Advisors | 990 | Non-Firm Director | 1 | $0 | $0 | View return |
| 2022 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2021 | National Association of Independent Public Finance Advisors | 990 | Non-Firm Director | 1 | $0 | $0 | View return |
| 2021 | Baykids | 990 | Board Member | 3 | $0 | $0 | View return |
| 2021 | Focused Ultrasound Surgery Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2020 | Focused Ultrasound Surgery Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Baykids | 990 | Board Member | 3 | $0 | $0 | View return |
| 2020 | National Association of Independent Public Finance Advisors | 990 | Non-Firm Director | 1 | $0 | $0 | View return |
| 2020 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2019 | Baykids | 990 | Board Member | 3 | $0 | $0 | View return |
| 2019 | National Association of Independent Public Finance Advisors | 990 | Non-Firm Director | 1 | $0 | $0 | View return |
| 2019 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2018 | National Association of Independent Public Finance Advisors | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Baykids | 990 | Board Member | 3 | $0 | $0 | View return |
| 2018 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Methodist Family Health Foundation Inc. | 990 | Chair/Board | 1 | $0 | $0 | View return |
| 2018 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $0 | View return |
| 2017 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 5 | $0 | $558,867 | View return |
| 2017 | Methodist Family Health Foundation Inc. | 990 | Chair/Board | 1 | $0 | $0 | View return |
| 2017 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $527,848 | View return |
| 2016 | Methodist Family Health Foundation Inc. | 990 | Chairman | 1 | $0 | $0 | View return |
| 2016 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | University of Virginia Darden School Foundation | 990 | Ex-Officio Trustee | 1 | $0 | $316,029 | View return |
| 2015 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Methodist Family Health Foundation Inc. | 990 | Chairman | 1 | $0 | $0 | View return |
| 2014 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Methodist Family Health Foundation Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | United Methodist Childrens Home Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | United Methodist Behavioral Health System Inc. | 990 | Board Member | 1 | $0 | $0 | View return |