| 2024 | Society for the Advancement of Gerontological Environments | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2024 | Connecticut Association for the Performing Arts | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Community Foundation for Greater New Haven | 990 | Chief Investment Officer | 40 | $381,237 | $0 | View return |
| 2023 | Society for the Advancement of Gerontological Environments | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2023 | Connecticut Association for the Performing Arts | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | The Connecticut Hospice Inc. | 990 | Director | 0.75 | $0 | $0 | View return |
| 2023 | The John D Thompson Hospice Institute for Education Training and Research | 990 | Director | 0.25 | $0 | $0 | View return |
| 2022 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments | 40 | $366,693 | $0 | View return |
| 2022 | Connecticut Association for the Performing Arts | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Society for the Advancement of Gerontological Environments | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2022 | The John D Thompson Hospice Institute for Education Training and Research | 990 | Director (From 2/6/23) | 0.25 | $0 | $0 | View return |
| 2022 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | The Connecticut Hospice Inc. | 990 | Director | 0.75 | $0 | $0 | View return |
| 2021 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments | 40 | $352,157 | $0 | View return |
| 2021 | Connecticut Association for the Performing Arts | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Society for the Advancement of Gerontological Environments | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2021 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments | 40 | $336,769 | $0 | View return |
| 2020 | Connecticut Association for the Performing Arts | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | The John D Thompson Hospice Institute for Education Training and Research | 990 | Director | 0.25 | $0 | $0 | View return |
| 2020 | The Connecticut Hospice Inc. | 990 | Director | 0.75 | $0 | $0 | View return |
| 2019 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & C | 40 | $325,306 | $0 | View return |
| 2019 | The Valley Community Foundation Inc | 990 | Chief Financial Officer Through 2/28/19 | 10 | $0 | $325,306 | View return |
| 2019 | Connecticut Association for the Performing Arts | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2019 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | The Connecticut Hospice Inc. | 990 | Director | 0.75 | $0 | $0 | View return |
| 2019 | The John D Thompson Hospice Institute for Education Training and Research | 990 | Director (Rotated Off) | 0.1 | $0 | $0 | View return |
| 2018 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & C | 40 | $325,165 | $0 | View return |
| 2018 | The Valley Community Foundation Inc | 990 | Chief Financial Officer | 10 | $0 | $325,165 | View return |
| 2018 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2018 | Connecticut Association for the Performing Arts | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | The Connecticut Hospice Inc. | 990 | Director (From 03/2019) | 0.75 | $0 | $0 | View return |
| 2018 | The John D Thompson Hospice Institute for Education Training and Research | 990 | Director (From 03/2019) | 0.25 | $0 | $0 | View return |
| 2017 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & C | 40 | $286,915 | $0 | View return |
| 2017 | The Valley Community Foundation Inc | 990 | Chief Financial Officer | 10 | $0 | $286,915 | View return |
| 2017 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2017 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Connecticut Association for the Performing Arts | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & CFO | 40 | $274,560 | $0 | View return |
| 2016 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & CFO | 40 | $268,875 | $0 | View return |
| 2016 | The Valley Community Foundation Inc | 990 | Chief Financial Officer | 10 | $0 | $274,560 | View return |
| 2016 | The Valley Community Foundation Inc | 990 | Chief Financial Officer | 10 | $0 | $268,875 | View return |
| 2016 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2016 | Connecticut Association for the Performing Arts | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | The Academy of the New Church | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & C | 40 | $264,000 | $0 | View return |
| 2015 | The Valley Community Foundation Inc | 990 | Chief Financial Officer | 10 | $0 | $264,000 | View return |
| 2015 | Connecticut Association for the Performing Arts | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2014 | Community Foundation for Greater New Haven | 990 | Sr. VP For Investments & C | 40 | $245,334 | $0 | View return |
| 2014 | The Valley Community Foundation Inc | 990 | Chief Financial Officer | 10 | $0 | $245,334 | View return |
| 2014 | Connecticut Association for the Performing Arts | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2013 | 70 Audubon Street Association Inc. | 990 | President | 0.5 | $0 | $0 | View return |
| 2013 | Connecticut Association for the Performing Arts | 990 | Director | 1 | $0 | $0 | View return |