| 2024 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2023 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2023 | The Boston Library Society | 990 | Trustee | 2 | $0 | $0 | View return |
| 2023 | Peabody Essex Museum Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2023 | The Anthony Trust Association Co Marcum LLP | 990PF | Chair, Investment Committee | 1 | $0 | $0 | View return |
| 2023 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2022 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | The Anthony Trust Association Co Marcum LLP | 990PF | Chair, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | The Boston Library Society | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | Peabody Essex Museum Inc | 990 | Vice President | 1 | $0 | $0 | View return |
| 2021 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2021 | The Anthony Trust Association Co Marcum LLP | 990PF | Chair, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Peabody Essex Museum Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2020 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | The Boston Library Society | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | The Anthony Trust Association Co Marcum LLP | 990PF | Chair, Investment Committee | 1 | $0 | $0 | View return |
| 2020 | Peabody Essex Museum Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Peabody Essex Museum Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2019 | The Anthony Trust Association Co Marcum LLP | 990PF | Chair, Investment Committee | 1 | $0 | $0 | View return |
| 2019 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2018 | The Provident Loan Society of New York | 990 | Trustee | 0.3 | $0 | $0 | View return |
| 2018 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2017 | The Provident Loan Society of New York | 990 | Secretary/Treasurer | 0.3 | $0 | $0 | View return |
| 2017 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2016 | The Provident Loan Society of New York | 990 | Secretary/Treasurer | 0.3 | $0 | $0 | View return |
| 2016 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2015 | The Provident Loan Society of New York | 990 | Secretary/Treasurer | 0.3 | $0 | $0 | View return |
| 2015 | Proprietors of the Boston Athenaeum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | The Provident Loan Society of New York | 990 | Secretary/Treasurer | 0.3 | $0 | $0 | View return |
| 2013 | The Provident Loan Society of New York | 990 | Secretary/Treasurer | 0.3 | $0 | $0 | View return |
| 2012 | The Anthony Trust Association Co Marcum LLP | 990PF | Treasurer | 0 | $0 | $0 | View return |