| 2025 | National Association of Chinese American Bankers | 990EZ | Member | 1 | $0 | $0 | View return |
| 2024 | Eternity Church- Oc | 990 | Secretary | 0 | $0 | $0 | View return |
| 2024 | Illinois Congress of Parents Teachers | 990EZ | Budget/Finance | 5 | $0 | $0 | View return |
| 2024 | Conejo Guardian | 990EZ | CEO | 10 | $0 | - | View return |
| 2024 | National Association of Chinese American Bankers | 990EZ | Member | 1 | $0 | $0 | View return |
| 2024 | Public Law Center | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Smithsonian Institution | 990 | Chief Investment Officer | 50 | $1,147,877 | $0 | View return |
| 2023 | Eternity Church- Oc | 990 | Secretary | 0 | $0 | $0 | View return |
| 2023 | Conejo Guardian | 990EZ | CEO | 10 | $0 | - | View return |
| 2023 | Public Law Center | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | National Association of Chinese American Bankers | 990EZ | Member | 1 | $0 | $0 | View return |
| 2023 | American Thyroid Association Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Pratt Area Community Council Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2023 | Partnership for Southern Equity | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Note-Ables Booster Club | 990 | Financial Secty | 10 | $0 | $0 | View return |
| 2023 | The Yale-China Association Incorporated | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | Smithsonian Institution | 990 | Chief Investment Officer | 50 | $1,110,792 | $0 | View return |
| 2022 | Conejo Guardian | 990EZ | CEO | 10 | $0 | - | View return |
| 2022 | Eternity Church- Oc | 990 | Secretary | 0 | $0 | $0 | View return |
| 2022 | California Congress of Parents Teachers & Students Inc | 990EZ | Parliamentar | 5 | $0 | - | View return |
| 2022 | Center for Design Institute | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2022 | Public Law Center | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | World Organization to Investigate the Persecution of Falun Gong Inc. | 990 | Clerk-Treasurerdirector | 28 | $0 | $0 | View return |
| 2022 | Partnership for Southern Equity | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Pratt Area Community Council Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2022 | Roaring Brook School Parent Teacher Organization | 990EZ | Recording Se | 2.5 | $0 | - | View return |
| 2022 | Asian Pacific Institute on Gender-Based Violence | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Hack the Bay Foundation | 990EZ | Treasurer | 10 | $0 | - | View return |
| 2021 | Conejo Guardian | 990EZ | CEO | 18 | $0 | - | View return |
| 2021 | Roaring Brook School Parent Teacher Organization | 990EZ | Co 1st V. Pr | 2.5 | $0 | - | View return |
| 2021 | Center for Design Institute | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2021 | Eternity Church- Oc | 990 | Secretary | 0 | $0 | $0 | View return |
| 2021 | Public Law Center | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | World Organization to Investigate the Persecution of Falun Gong Inc. | 990 | Clerk-Treasurerdirector | 28 | $0 | $0 | View return |
| 2021 | California Congress of Parents Teachers & Students Inc | 990EZ | Co-President | 5 | $0 | - | View return |
| 2021 | The Stone Trust Corporation C/O Evan Wax | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2021 | Greater Westchester Youth Orchestras Association Inc. | 990EZ | Finance | 0 | $0 | - | View return |
| 2020 | Smithsonian Institution | 990 | Chief Investment Officer | 50 | $673,679 | $0 | View return |
| 2020 | American Thyroid Association Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | World Organization to Investigate the Persecution of Falun Gong Inc. | 990 | Clerk-Treasurerdirector | 28 | $0 | $0 | View return |
| 2020 | Eternity Church- Oc | 990 | Secretary | 0 | $0 | $0 | View return |
| 2020 | Center for Design Institute | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2020 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2020 | The Stone Trust Corporation C/O Evan Wax | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2020 | California Congress of Parents Teachers & Students Inc | 990EZ | Exec. V.P | 5 | $0 | - | View return |
| 2019 | The Stone Trust Corporation C/O Evan Wax | 990PF | Vice President, Secretary | 1 | $0 | $0 | View return |
| 2019 | World Organization to Investigate the Persecution of Falun Gong Inc. | 990 | Clerk-Treasurerdirector | 28 | $0 | $0 | View return |
| 2019 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2018 | World Organization to Investigate the Persecution of Falun Gong Inc. | 990 | Treasurer | 28 | $0 | $0 | View return |
| 2018 | The Stone Trust Corporation C/O Evan Wax | 990PF | Vice President, Secretary | 1 | $0 | $0 | View return |
| 2018 | Berkeley Hills Parents Association | 990 | Vice Preside | 5 | $0 | $0 | View return |
| 2018 | Ps 184M Shuang Wen School Parent Association Inc. | 990EZ | Co-Treasurer | 10 | $0 | - | View return |
| 2018 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2018 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2017 | Berkeley Hills Parents Association | 990 | Vice Preside | 5 | $0 | $0 | View return |
| 2017 | Learning Through an Expanded Arts Program Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2017 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2017 | The Stone Trust Corporation C/O Evan Wax | 990PF | Vice President, Secretary | 1 | $0 | $0 | View return |
| 2017 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2016 | Western Center on Law & Poverty Inc | 990 | Director (Term Ended June '16) | 1 | $0 | $0 | View return |
| 2016 | Berkeley Hills Parents Association | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2016 | Learning Through an Expanded Arts Program Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2016 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2016 | The Stone Trust Corporation C/O Evan Wax | 990PF | Vice President, Secretary | 1 | $0 | $0 | View return |
| 2015 | Smithsonian Institution | 990 | Chief Investment Officer | 50 | $509,771 | $0 | View return |
| 2015 | International Association of Workforce Professionals | 990 | Director | - | $0 | $0 | View return |
| 2015 | Bradley Hills Education Foundation Corporation | 990EZ | Director | 1 | $0 | - | View return |
| 2015 | Western Center on Law & Poverty Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | Treasurer | 15 | $0 | - | View return |
| 2015 | The Stone Trust Corporation C/O Evan Wax | 990PF | Vice President, Secretary | 1 | $0 | $0 | View return |
| 2015 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2015 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2014 | Smithsonian Institution | 990 | Chief Investment Officer | 50 | $598,969 | $0 | View return |
| 2014 | Gamma Phi Beta Sorority Inc | 990 | Membership V | 1 | $0 | $0 | View return |
| 2014 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | Treasurer | 15 | $0 | - | View return |
| 2014 | Western Center on Law & Poverty Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Bradley Hills Elementary School PTA Inc | 990EZ | Cluster Representative | 5 | $0 | $0 | View return |
| 2014 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2014 | Asian American CIVIC Association Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2014 | American CIVIL Liberties Union of Northern California Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | The Stone Trust Corporation C/O Evan Wax | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2013 | Smithsonian Institution | 990 | Chief Investment Officer | 50 | $430,372 | $0 | View return |
| 2013 | Bradley Hills Elementary School PTA Inc | 990EZ | Cluster Representative | 5 | $0 | $0 | View return |
| 2013 | PTA Maryland Congress of Parent & Teachers Inc Thomas W Pyle School Ptsa | 990EZ | Recording Secretary | 5 | $0 | $0 | View return |
| 2013 | Oberlin College | 990 | Trustee | 4 | $0 | $0 | View return |
| 2013 | The Stone Trust Corporation C/O Evan Wax | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2012 | The Stone Trust Corporation C/O Evan Wax | 990PF | Board Member | 1 | $0 | $0 | View return |