| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES |
3rd Quarter (July 1 - Sep 30) AMENDED |
$20,000 | — | |
| 2026 | S CORPORATION ASSOCIATION |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$40,000 | — | |
| 2026 | PRIVATE INVESTOR COALITION |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | — | |
| 2026 | NATIONAL CHRISTIAN FOUNDATION |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$15,000 | — | |
| 2026 | NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$15,000 | — | |
| 2026 | REN |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$40,000 | — | |
| 2026 | COUNCIL OF MICHIGAN FOUNDATIONS |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$11,000 | — | |
| 2026 | WORLD GOLD COUNCIL |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$30,000 | — | |
| 2026 | AMERICAN ENDOWMENT FOUNDATION |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$40,000 | — | |
| 2026 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$30,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| WORLD GOLD COUNCIL | 19 | $1,087,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | 19 | $198,000 |
| UPBRING | 18 | $710,000 |
| PHILANTHROPY ROUNDTABLE | 13 | $370,000 |
| REN | 13 | $370,000 |
| AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | 10 | $200,000 |
| NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS | 10 | $160,000 |
| AMERICAN ENDOWMENT FOUNDATION | 9 | $250,000 |
| NATIONAL CHRISTIAN FOUNDATION | 8 | $105,000 |
| S CORPORATION ASSOCIATION | 5 | $160,000 |
| PRIVATE INVESTOR COALITION | 5 | — |
| Name | Disclosed Prior Position |
|---|---|
| SARA BARBA | Rep. Mike Coffman |
| ALI BEDFORD | Rep. Carlos Curbelo |
| GRANT BERKSHIRE | Intern for Rep. Kurt Schrader |
| GEOFFREY PAUL | |
| SANDRA SWIRSKI | Tax Counsel for Sen. Al Simpson and Sen. John Danforth |