| 2024 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Claremont Mckenna College | 990 | Vice Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2024 | Claremont Investment Management Company | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2023 | Claremont University Consortium | 990 | Chair Of The Board | 1 | $0 | $0 | View return |
| 2023 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Western Diocese Endowment Fund Inc. | 990 | Advisor | 0 | $0 | $0 | View return |
| 2022 | Claremont University Consortium | 990 | Chair Of The Board | 1 | $0 | $0 | View return |
| 2022 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2022 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Western Diocese Endowment Fund Inc. | 990 | Advisor | 0 | $0 | $0 | View return |
| 2021 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2021 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2020 | Western Diocese Endowment Fund Inc. | 990 | Advisor | 0 | $0 | $0 | View return |
| 2020 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2020 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2019 | Western Diocese Endowment Fund Inc. | 990 | Advisor | 0 | $0 | $0 | View return |
| 2019 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2019 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2019 | Claremont Investment Fund | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2018 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2018 | Claremont Investment Fund | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Claremont Investment Fund | 990EZ | Director | 0 | $0 | $0 | View return |
| 2017 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2016 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2016 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2015 | Claremont Mckenna College | 990 | Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2015 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2014 | Claremont Mckenna College | 990 | Chair Of The Board | 1 | $0 | $0 | View return |
| 2014 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2013 | Westridge School for Girls Inc | 990 | Trustee | 2 | $0 | $0 | View return |
| 2013 | Claremont Mckenna College | 990 | Trustee | 1 | $0 | $0 | View return |