| 2025 | Freeport Memorial Gardens Burial Trust Fund | 990 | Trustee | 2 | $4,102 | $0 | View return |
| 2025 | Freeport Memorial Gardens General Care Trust Fund | 990 | Trustee | 2 | $3,641 | $0 | View return |
| 2025 | Freeport Memorial Gardens Inc Memorial Care Trust | 990 | Trustee | 2 | $2,893 | $0 | View return |
| 2024 | Robert G and Marguerite M Derx Foundation | 990PF | Co- Trustee | 4 | $48,311 | - | View return |
| 2024 | Kenneth K Mills Charitable Tr Ua FBO First | 990PF | Trustee | 2 | $19,173 | - | View return |
| 2024 | Craig Wilson Irrevocable Trust FBO Malco | 990PF | Trustee | 1 | $15,709 | $0 | View return |
| 2024 | Craig a Wilson Tr FBO Freeport Community Tr | 990PF | Trustee | 1 | $15,700 | $0 | View return |
| 2024 | Nancy N Mackay Estate - Nn Mackay Fund Tr | 990PF | Trustee | 1 | $9,347 | - | View return |
| 2024 | Fayette L Overholt Charitable Foundation Trust | 990PF | Trustee | 2 | $6,618 | - | View return |
| 2024 | Washington Citizens Scholarship Fdn Trust | 990 | Trustee | - | $5,472 | $0 | View return |
| 2024 | Katherine Lilly Conroy Charitable Trust FBO | 990PF | Trustee | 2 | $4,343 | - | View return |
| 2023 | Robert G and Marguerite M Derx Foundation | 990PF | Co- Trustee | 4 | $43,426 | - | View return |
| 2023 | Kenneth K Mills Charitable Tr Ua FBO First | 990PF | Trustee | 2 | $17,358 | - | View return |
| 2023 | Craig Wilson Irrevocable Trust FBO Malco | 990PF | Trustee | 1 | $14,459 | $0 | View return |
| 2023 | Craig a Wilson Tr FBO Freeport Community Tr | 990PF | Trustee | 1 | $14,449 | $0 | View return |
| 2023 | Silas C Beers UW Charitable Tr | 990PF | Agent For Trustee | 2 | $13,010 | - | View return |
| 2023 | Washington Citizens Scholarship Fdn Trust | 990 | Trustee | - | $12,802 | $0 | View return |
| 2023 | Litchfield Cemetery Assn Investment Adv | 990 | Officer | - | $9,537 | $0 | View return |
| 2023 | Fayette L Overholt Charitable Foundation Trust | 990PF | Trustee | 2 | $5,952 | - | View return |
| 2023 | Fayette L Overholt Charitable Foundation Trust | 990PF | Trustee | 2 | $5,952 | - | View return |
| 2023 | Katherine Lilly Conroy Charitable Trust FBO | 990PF | Trustee | 2 | $4,004 | - | View return |
| 2023 | Nancy N Mackay Estate - Nn Mackay Fund Tr | 990PF | Trustee | 1 | $3,527 | - | View return |
| 2023 | The Edward L Mabry Fund Ima Account Co | 990PF | Trustee | 1 | $3,404 | - | View return |
| 2022 | Robert G and Marguerite M Derx Foundation | 990PF | Co- Trustee | 4 | $45,273 | - | View return |
| 2022 | Kenneth K Mills Charitable Tr Ua FBO First | 990PF | Trustee | 2 | $19,147 | - | View return |
| 2022 | Craig Wilson Irrevocable Trust FBO Malco | 990PF | Trustee | 1 | $14,868 | $0 | View return |
| 2022 | Craig a Wilson Tr FBO Freeport Community Tr | 990PF | Trustee | 1 | $14,860 | $0 | View return |
| 2022 | Silas C Beers UW Charitable Tr | 990PF | Agent For Trustee | 2 | $14,062 | - | View return |
| 2022 | Silas C Beers UW Charitable Tr | 990PF | Agent For Trustee | 2 | $14,062 | - | View return |
| 2022 | Washington Citizens Scholarship Fdn Trust | 990 | Trustee | 1 | $13,385 | $0 | View return |
| 2022 | Nancy N Mackay Estate - Nn Mackay Fund Tr | 990PF | Trustee | 1 | $9,313 | - | View return |
| 2022 | Fayette L Overholt Charitable Foundation Trust | 990PF | Trustee | 2 | $6,379 | - | View return |
| 2022 | Katherine Lilly Conroy Charitable Trust FBO | 990PF | Trustee | 2 | $4,179 | - | View return |
| 2022 | The Edward L Mabry Fund Ima Account Co | 990PF | Trustee | 1 | $3,220 | - | View return |
| 2022 | Litchfield Cemetery Assn Investment Adv | 990 | Officer | - | $0 | $0 | View return |
| 2021 | Robert G and Marguerite M Derx Foundation | 990PF | Co- Trustee | 4 | $49,434 | - | View return |
| 2021 | Kenneth K Mills Charitable Tr Ua FBO First | 990PF | Trustee | 2 | $19,351 | - | View return |
| 2021 | Silas C Beers UW Charitable Tr | 990PF | Agent For Trustee | 2 | $9,824 | - | View return |
| 2021 | Silas C Beers UW Charitable Tr | 990PF | Agent For Trustee | 2 | $9,824 | - | View return |
| 2021 | Fayette L Overholt Charitable Foundation Trust | 990PF | Trustee | 2 | $7,176 | - | View return |
| 2021 | Nancy N Mackay Estate - Nn Mackay Fund Tr | 990PF | Trustee | 1 | $6,940 | - | View return |
| 2021 | Katherine Lilly Conroy Charitable Trust FBO | 990PF | Trustee | 2 | $4,542 | - | View return |
| 2021 | The Edward L Mabry Fund Ima Account Co | 990PF | Trustee | 1 | $3,757 | - | View return |
| 2021 | Washington Citizens Scholarship Fdn Trust | 990 | Trustee | - | $0 | $0 | View return |
| 2020 | Robert G and Marguerite M Derx Foundation | 990PF | Co- Trustee | 4 | $41,472 | - | View return |
| 2020 | Kenneth K Mills Charitable Tr Ua FBO First | 990PF | Trustee | 2 | $16,698 | - | View return |
| 2020 | Fayette L Overholt Charitable Foundation Trust | 990PF | Trustee | 2 | $6,268 | - | View return |
| 2020 | Washington Citizens Scholarship Fdn Trust | 990 | Trustee | - | $4,968 | $0 | View return |
| 2020 | Katherine Lilly Conroy Charitable Trust FBO | 990PF | Trustee | 2 | $4,124 | - | View return |
| 2020 | Nancy N Mackay Estate - Nn Mackay Fund Tr | 990PF | Trustee | 1 | $3,881 | - | View return |
| 2020 | The Edward L Mabry Fund Ima Account Co | 990PF | Trustee | 1 | $3,567 | - | View return |
| 2019 | The Edward L Mabry Fund Ima Account Co | 990PF | Trustee | 1 | $3,301 | - | View return |