| 2024 | Charles Lee Powell Foundation | 990PF | President / CEO | 29 | $120,000 | $9,000 | View return |
| 2024 | Desoto County Crime Stoppers Inc. | 990EZ | Board Member | 0 | $0 | - | View return |
| 2023 | Charles Lee Powell Foundation | 990PF | President / CEO | 29 | $120,000 | $9,000 | View return |
| 2023 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2023 | Desoto County Crime Stoppers Inc. | 990EZ | Board Member | 0 | $0 | - | View return |
| 2023 | Financial Planning Association of San Diego | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2022 | Charles Lee Powell Foundation | 990PF | President / CEO | 29 | $86,813 | $6,492 | View return |
| 2022 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2022 | Financial Planning Association of San Diego | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2021 | Charles Lee Powell Foundation | 990PF | Director | 3 | $24,500 | - | View return |
| 2021 | Financial Planning Association of San Diego | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | Charles Lee Powell Foundation | 990PF | Director | 3 | $25,250 | - | View return |
| 2020 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | Financial Planning Association of San Diego | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Charles Lee Powell Foundation | 990PF | Director | 3 | $25,000 | - | View return |
| 2019 | Financial Planning Association of San Diego | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2018 | Charles Lee Powell Foundation | 990PF | Director | 3 | $25,250 | - | View return |
| 2018 | Massachusetts Insurance Federation Inc | 990 | Director | 3 | $0 | $0 | View return |
| 2018 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2017 | Charles Lee Powell Foundation | 990PF | Director | 3 | $25,000 | - | View return |
| 2017 | Massachusetts Insurance Federation Inc | 990 | Director | 3 | $0 | $0 | View return |
| 2017 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2016 | Charles Lee Powell Foundation | 990PF | Director | 3 | $25,250 | - | View return |
| 2016 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2015 | Charles Lee Powell Foundation | 990PF | Director | 3 | $24,750 | - | View return |
| 2015 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2015 | Massachusetts Insurance Federation Inc | 990 | Director | 3 | $0 | $0 | View return |
| 2013 | Meals on Wheels Inc | 990 | President | 2 | $0 | $0 | View return |
| 2013 | Violet Festival Inc | 990EZ | Board Member | 2.5 | $0 | - | View return |
| 2013 | International Christian High School | 990 | Director | - | $0 | $0 | View return |
| 2011 | Holliday Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
