| 2024 | The Sphinx Club of Raleigh Inc | 990 | Member | 1 | $0 | $0 | View return |
| 2024 | Small Business Investor Alliance | 990 | Board Of Gov | 2 | $0 | $0 | View return |
| 2024 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | Small Business Investor Alliance | 990 | Board Of Gov | 2 | $0 | $0 | View return |
| 2023 | The Protestant Episcopal High School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2022 | The Protestant Episcopal High School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2021 | The Protestant Episcopal High School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Pathways Vermont Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2020 | Pathways Vermont Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Carolina Yacht Club | 990 | Fleet Captain | 1 | $0 | $0 | View return |
| 2020 | The Protestant Episcopal High School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2019 | Carolina Yacht Club | 990 | Flag Captain | 1 | $0 | $0 | View return |
| 2019 | Raleigh Cemetery Association Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | The Protestant Episcopal High School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Saint Marys School | 990 | Trustee | 0.75 | $0 | $0 | View return |
| 2018 | The Field Board Inc | 990EZ | Director | 1 | $0 | - | View return |
| 2018 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Boys Club of Wake County Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Raleigh Cemetery Association Inc | 990 | Board Member | 0.75 | $0 | $0 | View return |
| 2018 | Saint Marys School | 990 | Trustee | 0.75 | $0 | $0 | View return |
| 2018 | Carolina Yacht Club | 990 | Commander Finance | 0 | $0 | $0 | View return |
| 2017 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2017 | Boys Club of Wake County Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Raleigh Cemetery Association Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Saint Marys School | 990 | Trustee | 0.75 | $0 | $0 | View return |
| 2017 | Rex Healthcare Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2016 | Boys Club of Wake County Inc | 990 | Director | 1 | $1 | $0 | View return |
| 2016 | The Field Board Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2016 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Rex Healthcare Inc | 990EZ | Director | 2 | $0 | $0 | View return |
| 2016 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | National Rural Utilities Cooperative | 990 | SVP, Special Asset Management | 67 | $564,832 | $0 | View return |
| 2015 | The Field Board Inc | 990EZ | Director | 0.5 | $0 | - | View return |
| 2015 | Rex Healthcare Inc | 990EZ | Director | 2 | $0 | $0 | View return |
| 2015 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Boys Club of Wake County Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | National Rural Utilities Cooperative | 990 | SVP & Special Asset Manage | 55 | $552,947 | $0 | View return |
| 2014 | The Field Board Inc | 990EZ | Director | 0.5 | $0 | - | View return |
| 2014 | St Louis Country Club | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2014 | Boys Club of Wake County Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | National Rural Utilities Cooperative | 990 | SVP & Special Asset Management | 55 | $571,860 | $0 | View return |
| 2013 | The Field Board Inc | 990EZ | Director | 0.5 | $0 | - | View return |
| 2013 | Boys Club of Wake County Inc | 990 | Director | 1 | $0 | - | View return |
| 2013 | Carolina Country Club Company | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | North Carolina Museum of Art Foundation | 990 | Board Director | 0.88 | $0 | $0 | View return |
| 2013 | Rex Hospital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | The Rex Healthcare Foundation Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Rex Healthcare Inc | 990EZ | Director | 2 | $0 | $0 | View return |
| 2011 | John Rex Endowment | 990PF | Director | 1 | $0 | $0 | View return |