| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2024 | NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$40,000 | — | |
| 2024 | REN |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$20,000 | — | |
| 2024 | COUNCIL OF MICHIGAN FOUNDATIONS |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$11,000 | — | |
| 2024 | PHILANTHROPY ROUNDTABLE |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$10,000 | — | |
| 2024 | UPBRING |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$50,000 | — | |
| 2024 | WORLD GOLD COUNCIL |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$70,000 | — | |
| 2024 | NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS |
3rd Quarter (July 1 - Sep 30) Registration |
— | — | |
| 2024 | REN |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$20,000 | — | |
| 2024 | COUNCIL OF MICHIGAN FOUNDATIONS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$11,000 | — | |
| 2024 | PHILANTHROPY ROUNDTABLE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| WORLD GOLD COUNCIL | 17 | $1,027,000 |
| UPBRING | 17 | $665,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | 17 | $176,000 |
| PHILANTHROPY ROUNDTABLE | 13 | $370,000 |
| REN | 11 | $290,000 |
| NATIONAL ASSOCIATION OF CHARITABLE GIFT PLANNERS | 8 | $130,000 |
| AMERICAN ENDOWMENT FOUNDATION | 7 | $180,000 |
| AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | 7 | $160,000 |
| NATIONAL CHRISTIAN FOUNDATION | 6 | $75,000 |
| S CORPORATION ASSOCIATION | 3 | $80,000 |
| PRIVATE INVESTOR COALITION | 3 | — |
| 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 |