| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2025 | ASSURED GUARANTY LTD. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | EXXON MOBIL CORP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | TRINET |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | — | |
| 2025 | NATIONAL PHILANTHROPIC TRUST |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | — | |
| 2025 | GUSTO |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | — | |
| 2025 | THE CARLYLE GROUP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$60,000 | — | |
| 2025 |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | ||
| 2025 | YES. EVERY KID. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | — | |
| 2025 | YES. EVERY KID. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | OUSTER, INC |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| YES. EVERY KID. | 5 | $130,000 |
| STANDARD INDUSTRIES | 4 | $190,000 |
| THE PHILANTHROPY ROUNDTABLE | 4 | $190,000 |
| THE CARLYLE GROUP | 4 | $140,000 |
| NATIONAL PHILANTHROPIC TRUST | 4 | $120,000 |
| GUSTO | 4 | $120,000 |
| TRINET | 4 | $90,000 |
| 4 | $80,000 | |
| OUSTER, INC | 4 | $80,000 |
| ASSURED GUARANTY LTD. | 4 | $70,000 |
| EXXON MOBIL CORP | 4 | $70,000 |
| DO NO HARM | 4 | $70,000 |
| GOODWILL EDUCATION INITIATIVES | 4 | $50,000 |
| NATIONAL CONSUMER REPORTING ASSOCIATION | 3 | $20,000 |
| AARP | 2 | $40,000 |
| DATA FOUNDATION | 2 | $10,000 |
| 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… |