| 2024 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2024 | Iraqi Christian Relief Council | 990 | Director | - | $0 | $0 | View return |
| 2024 | Montgomery College Foundation Inc. | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2023 | Root Capital Inc. | 990 | CEO & Founder | 40 | $404,242 | $0 | View return |
| 2023 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2023 | Iraqi Christian Relief Council | 990 | Director | - | $0 | $0 | View return |
| 2023 | Williams College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2023 | Montgomery College Foundation Inc. | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2022 | Root Capital Inc. | 990 | CEO & Founder | 40 | $309,652 | $0 | View return |
| 2022 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2022 | Montgomery College Foundation Inc. | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2021 | Root Capital Inc. | 990 | CEO & President (Pres Thru Nov.'21) | 40 | $320,648 | $0 | View return |
| 2021 | Greenfield Health Camp Inc. | 990 | President | 4 | $0 | $0 | View return |
| 2021 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2021 | Montgomery College Foundation Inc. | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2020 | Root Capital Inc. | 990 | President & CEO | 40 | $320,983 | $0 | View return |
| 2020 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2020 | Montgomery College Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Root Capital Inc. | 990 | President & CEO | 40 | $288,272 | $0 | View return |
| 2019 | Garden Ridge Lions Charities Inc | 990EZ | President | 8 | $0 | $0 | View return |
| 2019 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2019 | Montgomery College Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Root Capital Inc. | 990 | President & CEO | 40 | $273,194 | $0 | View return |
| 2018 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2017 | Root Capital Inc. | 990 | CEO & President | 40 | $250,257 | $0 | View return |
| 2017 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | - | $0 | $0 | View return |
| 2017 | Williams College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2016 | Root Capital Inc. | 990 | CEO & President | 40 | $285,822 | $0 | View return |
| 2016 | Afcea Educational Foundation Alamo Chapter | 990 | VP Conferences & Symposia | 2 | $0 | $0 | View return |
| 2016 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | 1 | $0 | $0 | View return |
| 2016 | Williams College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2015 | Root Capital Inc. | 990 | CEO & President | 40 | $283,702 | $0 | View return |
| 2015 | Afcea Educational Foundation Alamo Chapter | 990 | VP Conferences & Symposia | 2 | $0 | $0 | View return |
| 2015 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | 1 | $0 | $0 | View return |
| 2015 | Williams College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2014 | Root Capital Inc. | 990 | CEO & President | 40 | $275,589 | $0 | View return |
| 2014 | Ponderosa Aero Club Inc | 990 | Director | 40 | $42,000 | $0 | View return |
| 2014 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | 1 | $0 | $0 | View return |
| 2014 | Afcea Educational Foundation Alamo Chapter | 990 | VP Conferences & Symposia | 2 | $0 | $0 | View return |
| 2014 | Williams College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2013 | Ponderosa Aero Club Inc | 990 | Director | 40 | $42,000 | $0 | View return |
| 2013 | Afcea Educational Foundation Alamo Chapter | 990 | VP Conferences & Symposia | 2 | $0 | $0 | View return |
| 2013 | Christ Church Endowment Trust First Bank Na Ttee | 990 | Member Of Endowment Board | 1 | $0 | $0 | View return |
| 2013 | Open Learning Exchange Inc. | 990 | Board Member | 0.2 | $0 | $0 | View return |
| 2013 | Williams College | 990 | Trustee | 4 | $0 | $0 | View return |