| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | EXXON MOBIL CORP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | ASSURED GUARANTY LTD. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2026 | THE PHILANTHROPY ROUNDTABLE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$70,000 | — | |
| 2026 | GOODWILL EDUCATION INITIATIVES |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$20,000 | — | |
| 2026 | AARP |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$40,000 | — | |
| 2026 | DATA FOUNDATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2026 | DATA FOUNDATION |
1st Quarter (Jan 1 - Mar 31) Registration |
— | — | |
| 2026 | AARP |
1st Quarter (Jan 1 - Mar 31) Registration |
— | — | |
| 2026 | NATIONAL CONSUMER REPORTING ASSOCIATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2026 | NATIONAL PHILANTHROPIC TRUST |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$50,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| YES. EVERY KID. | 6 | $180,000 |
| STANDARD INDUSTRIES | 5 | $260,000 |
| THE PHILANTHROPY ROUNDTABLE | 5 | $260,000 |
| THE CARLYLE GROUP | 5 | $200,000 |
| NATIONAL PHILANTHROPIC TRUST | 5 | $170,000 |
| GUSTO | 5 | $170,000 |
| ASSURED GUARANTY LTD. | 5 | $130,000 |
| 5 | $110,000 | |
| OUSTER, INC | 5 | $110,000 |
| EXXON MOBIL CORP | 5 | $100,000 |
| GOODWILL EDUCATION INITIATIVES | 5 | $70,000 |
| TRINET | 4 | $90,000 |
| DO NO HARM | 4 | $70,000 |
| NATIONAL CONSUMER REPORTING ASSOCIATION | 4 | $30,000 |
| AARP | 3 | $80,000 |
| DATA FOUNDATION | 3 | $20,000 |
| Name | Disclosed Prior Position |
|---|---|
| JORGE CASTRO | Counselor to the IRS Commissioner; Tax & Trade Counsel, Rep. Stephanie Tubbs Jones; Senior Counsel, Sen. John D. Rockef… |
| TED MCCANN | Senior Policy Advisor, Speaker Paul Ryan. Subcommittee Staff Director, Ways and Means Committee. Budget Analyst, Budget… |