| 2024 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2024 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2024 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2024 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2023 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2022 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2022 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2022 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2021 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2021 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2021 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2020 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2020 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Piedmont Club | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2020 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | Piedmont Club | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2019 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | Arkwright Foundation | 990PF | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2018 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2018 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2018 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2018 | Piedmont Club | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2017 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2016 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2016 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2015 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2015 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2015 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Lake Summit Foundation Inc | 990 | Lifetime Mem | - | $0 | $0 | View return |
| 2014 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2013 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2013 | Lake Summit Foundation Inc | 990 | Lifetime Mem | 1 | $0 | $0 | View return |
| 2013 | Piedmont Club | 990 | Director | 1 | $0 | $0 | View return |
| 2012 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2011 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2010 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |