| 2024 | The Private Investor Coalition Inc | 990 | Secretary & Director | 2 | $0 | $0 | View return |
| 2024 | The Leonard Stern Family Foundation | 990PF | Secretary | 0 | $0 | $0 | View return |
| 2023 | Hillside Cemetery Assn of Plainfield N J | 990 | Trustee | 10 | $14,150 | $0 | View return |
| 2023 | The Leonard Stern Family Foundation | 990PF | Secretary | 0 | $0 | $0 | View return |
| 2023 | The Private Investor Coalition Inc | 990 | Secretary & Director | 2 | $0 | $0 | View return |
| 2022 | Hillside Cemetery Assn of Plainfield N J | 990 | Trustee | 10 | $17,550 | $0 | View return |
| 2022 | The Leonard Stern Family Foundation | 990PF | Secretary | 0 | $0 | $0 | View return |
| 2021 | Hillside Cemetery Assn of Plainfield N J | 990 | Trustee | 10 | $16,150 | $0 | View return |
| 2021 | The Leonard Stern Family Foundation | 990PF | Secretary | 0 | $0 | $0 | View return |
| 2021 | The Private Investor Coalition Inc | 990 | Secretary & Director | 1 | $0 | $0 | View return |
| 2021 | Veterans Clubhouse Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Tim Terry and Gretchen Rice Terry Foundation Ltd | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | The Leonard Stern Family Foundation | 990PF | Secretary | 0 | $0 | $0 | View return |
| 2020 | Zachary Yates Memorial Foundation Ltd. | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | The Private Investor Coalition Inc | 990 | Director/Secretary | 2 | $0 | $0 | View return |
| 2020 | Veterans Clubhouse Inc | 990 | Director | - | $0 | $0 | View return |
| 2019 | Upper Valley Flying Club Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2019 | The Private Investor Coalition Inc | 990 | Director/Secretary | 3 | $0 | $0 | View return |
| 2019 | Tim Terry and Gretchen Rice Terry Foundation Ltd | 990PF | Director | 1 | $0 | $0 | View return |
| 2019 | Veterans Clubhouse Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Upper Valley Flying Club Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2018 | Tim Terry and Gretchen Rice Terry Foundation Ltd | 990PF | Director | 1 | $0 | $0 | View return |
| 2018 | The Private Investor Coalition Inc | 990 | Director/Secretary | 3 | $0 | $0 | View return |
| 2018 | Veterans Clubhouse Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Tim Terry and Gretchen Rice Terry Foundation Ltd | 990PF | Director | 1 | $0 | $0 | View return |
| 2017 | Duck River Electric Membership Corp | 990 | District Man | 42 | $129,914 | $0 | View return |
| 2017 | Upper Valley Flying Club Inc | 990EZ | Director | 1 | $0 | - | View return |
| 2017 | The Private Investor Coalition Inc | 990 | Director/Secretary | 3 | $0 | $0 | View return |
| 2017 | Tim Terry and Gretchen Rice Terry Foundation Ltd | 990PF | Director | 1 | $0 | $0 | View return |
| 2016 | Duck River Electric Membership Corp | 990 | District Man | 48 | $132,231 | $0 | View return |
| 2016 | The Private Investor Coalition Inc | 990 | Director/Secretary | 3 | $0 | $0 | View return |
| 2016 | Tim Terry and Gretchen Rice Terry Foundation Ltd | 990PF | Director | 1 | $0 | $0 | View return |
| 2016 | Journey House Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2015 | The Private Investor Coalition Inc | 990 | Director/Secretary | 3 | $0 | $0 | View return |
| 2015 | Journey House Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2015 | Lexington Rotary Club Endowment Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Journey House Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Lexington Rotary Club Endowment Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Duck River Electric Membership Corp | 990 | District Man | 50 | $114,982 | $0 | View return |
| 2013 | Journey House Inc. | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2013 | Lexington Rotary Club Endowment Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | The Private Investor Coalition Inc | 990 | Director/Secretary | 3 | $0 | $0 | View return |
| 2013 | Baptist Health Foundation Lexington Inc. | 990 | Director | 1 | - | - | View return |