| 2023 | The Legacy Midtown Park Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | The Legacy Senior Communities Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | The Legacy at Home Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | The Legacy Willow Bend Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | The Legacy Senior Communities Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | The Legacy Senior Communities Inc | 990 | Past Chair | 1 | $0 | $0 | View return |
| 2022 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | The Legacy Senior Communities Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | The Legacy Senior Communities Inc | 990 | Past Chair | 1 | $0 | $0 | View return |
| 2020 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | The Legacy Senior Communities Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Legacy Senior Communities Inc | 990 | Past Chair | 1 | $0 | $0 | View return |
| 2019 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Dallas Jewish Community Foundation | 990 | 2nd Vice Chair | 1 | $0 | $0 | View return |
| 2018 | The Legacy Senior Communities Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | The Legacy Senior Communities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Santa Barbara Association of Realtors | 990 | Secretary/Treasurer | 5 | $0 | $0 | View return |
| 2017 | The Legacy Senior Communities Inc | 990 | Chair - Endowment Foundation | 1 | $0 | $0 | View return |
| 2017 | Dallas Jewish Community Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | The Legacy Senior Communities Foundation | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2016 | Santa Barbara Association of Realtors | 990 | Director | 5 | $0 | $0 | View return |
| 2016 | Dallas Jewish Community Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | The Legacy Senior Communities Inc | 990 | Chair - Endowment Foundation | 1 | $0 | $0 | View return |
| 2016 | The Legacy Senior Communities Foundation | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2016 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Santa Barbara Association of Realtors | 990 | Director | 5 | $0 | $0 | View return |
| 2015 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | The Legacy Senior Communities Foundation | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2015 | The Legacy Senior Communities Inc | 990 | Chair - Endowment Foundation | 1 | $0 | $0 | View return |
| 2015 | Dallas Jewish Community Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Santa Barbara Association of Realtors | 990 | Director | 5 | $0 | $0 | View return |
| 2014 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Dallas Jewish Community Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | The Legacy Senior Communities Foundation | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2014 | The Legacy Senior Communities Inc | 990 | Chair - Endowment Foundation | 1 | $0 | $0 | View return |
| 2013 | Community Homes for Adults Endowment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |