| 2025 | Southeast Iowa Dream Center Inc. | 990EZ | Member | 0 | $0 | - | View return |
| 2024 | Raymond James Charitable Endowment Fund | 990 | Trustee/Chairman | 5 | $15,500 | $0 | View return |
| 2024 | Raymond James Charitable Endowment Fund | 990 | Trustee/Chairman | 0.5 | $15,500 | $0 | View return |
| 2024 | Southeast Iowa Dream Center Inc. | 990EZ | Member | 0 | $0 | - | View return |
| 2024 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2023 | Raymond James Charitable Endowment Fund | 990 | Trustee/Chairman | 5 | $16,000 | $0 | View return |
| 2023 | Southeast Iowa Dream Center Inc. | 990EZ | Member | 0 | $0 | - | View return |
| 2023 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2022 | Raymond James Charitable Endowment Fund | 990 | Trustee/Chairman | 5 | $16,500 | $0 | View return |
| 2022 | Southeast Iowa Dream Center Inc. | 990EZ | Member | 0 | $0 | - | View return |
| 2022 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2021 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2020 | Raymond James Charitable Endowment Fund | 990 | Chairman/Trustee | 5 | $11,150 | $0 | View return |
| 2020 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2019 | Raymond James Charitable Endowment Fund | 990 | Chairman | 5 | $9,400 | $0 | View return |
| 2019 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2019 | Tulsa County Medical Society Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Raymond James Charitable Endowment Fund | 990 | Chairman | 5 | $9,050 | $0 | View return |
| 2018 | Tulsa County Medical Society Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2018 | Nami Pinellas County Florida Inc. | 990 | Director | 4 | $0 | $0 | View return |
| 2017 | Raymond James Charitable Endowment Fund | 990 | Chairman | 5 | $9,400 | $0 | View return |
| 2017 | Tulsa County Medical Society Foundation | 990 | Board Member | 0.12 | $0 | $0 | View return |
| 2017 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2017 | Nami Pinellas County Florida Inc. | 990 | Director | 4 | $0 | $0 | View return |
| 2016 | Raymond James Charitable Endowment Fund | 990 | Chairman | 5 | $9,400 | $0 | View return |
| 2016 | Tulsa County Medical Society Foundation | 990 | Board Member | 0.12 | $0 | $0 | View return |
| 2016 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | Nami Pinellas County Florida Inc. | 990 | Director | 4 | $0 | $0 | View return |
| 2015 | Raymond James Charitable Endowment Fund | 990 | Chairman | 5 | $9,050 | $0 | View return |
| 2015 | Fraternal Order of Eagles 4264 Aerie | 990 | Trustee | 2 | $210 | $0 | View return |
| 2015 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2015 | Tulsa County Medical Society Foundation | 990 | Board Member | 0.12 | $0 | $0 | View return |
| 2015 | Frates Foundation Inc | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2014 | The Bridge Church Inc. | 990 | - | 40 | $31,050 | $0 | View return |
| 2014 | Raymond James Charitable Endowment Fund | 990 | Chairman | 5 | $7,200 | $0 | View return |
| 2014 | Tulsa County Medical Society Foundation | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2014 | Frates Foundation Inc | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2013 | Brock Family Community Foundation | 990 | Director | 0 | $0 | $0 | View return |