| 2024 | The Josephine and Evelyn S Smith Foundation | 990PF | Co-Trustee | 0 | $108,297 | - | View return |
| 2024 | Htc Ttee Anna C Burr Residuary Chartiable T | 990PF | Trustee | 1 | $100,605 | - | View return |
| 2024 | Htc Cottee Walter R Lefevre Td FBO St John'S | 990PF | Trustee | 1 | $9,298 | - | View return |
| 2023 | Htc Ttee Anna C Burr Residuary Chartiable T | 990PF | Trustee | 1 | $94,609 | - | View return |
| 2023 | The Josephine and Evelyn S Smith Foundation | 990PF | Co-Trustee | 3 | $50,688 | $0 | View return |
| 2023 | Htc Cottee Walter R Lefevre Td FBO St John'S | 990PF | Trustee | 1 | $8,596 | - | View return |
| 2022 | The Josephine and Evelyn S Smith Foundation | 990PF | Co-Trustee | 3 | $51,752 | $0 | View return |
| 2022 | Htc Ttee Anna C Burr Residuary Chartiable T | 990PF | Trustee | 1 | $47,443 | - | View return |
| 2022 | Htc Cottee Walter R Lefevre Td FBO St John'S | 990PF | Trustee | 1 | $8,968 | - | View return |
| 2021 | The Josephine and Evelyn S Smith Foundation | 990PF | Co-Trustee | 3 | $51,506 | $0 | View return |
| 2021 | Htc Cottee Walter R Lefevre Td FBO St John'S | 990PF | Trustee | 1 | $5,698 | - | View return |
| 2020 | The Josephine and Evelyn S Smith Foundation | 990PF | Co-Trustee | 3 | $43,372 | $0 | View return |
| 2020 | Htc Cottee Walter R Lefevre Td FBO St John'S | 990PF | Trustee | 1 | $4,891 | - | View return |
| 2018 | Jessie G S Simpson Trust 45420 | 990PF | Trustee - Resigned July 9, 2018 | 5 | $5,640 | $0 | View return |
| 2018 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee - Resigned April 20, 2018 | 5 | $2,289 | $0 | View return |
| 2017 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2017 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2016 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2016 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2015 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2015 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2014 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2014 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2014 | The Female Association of Philadelphia C/O Haverford Trust Company | 990PF | Agent For Trustees | 0 | $0 | $0 | View return |
| 2013 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2013 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2013 | The Female Association of Philadelphia C/O Haverford Trust Company | 990PF | Agent For Trustees | 0 | $0 | $0 | View return |
| 2012 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2012 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2012 | The Female Association of Philadelphia C/O Haverford Trust Company | 990PF | Agent For Trustees | 0 | $0 | $0 | View return |
| 2011 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2011 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2010 | Jessie G S Simpson Trust 45420 | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2010 | W Percy Simpson 6 the Haverford Trust Company | 990PF | Trustee | 0 | $0 | $0 | View return |