| 2024 | Financial Accounting Foundation | 990 | Chair | 15 | $200,000 | $0 | View return |
| 2023 | Financial Accounting Foundation | 990 | Chair | 15 | $200,000 | $0 | View return |
| 2023 | The Great Harbor Yacht Club Foundation Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | The Great Harbor Yacht Club Foundation Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Center Stage Associates Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2020 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2019 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2018 | Arcata Downtown Business Community Incorporated | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2018 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2017 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2017 | Economic Alliance of Greater Baltimore Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2017 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2017 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2016 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2016 | Arcata Downtown Business Community Incorporated | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2016 | Economic Alliance of Greater Baltimore Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2016 | New Horizons Properties III Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | New Horizons Properties IV Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | New Horizons Properties Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2016 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2016 | New Horizons Properties II Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2015 | Arcata Downtown Business Community Incorporated | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2015 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2015 | Economic Alliance of Greater Baltimore Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Big Brothers Big Sisters of Southwest Michigan | 990 | Secretary | 1 | $0 | $0 | View return |
| 2015 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Gainesville Opportunity Center Inc. | 990EZ | Director | 0 | $0 | $0 | View return |
| 2015 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2015 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2015 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2014 | Arcata Downtown Business Community Incorporated | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2014 | Big Brothers Big Sisters of Southwest Michigan | 990 | Secretary | - | $0 | $0 | View return |
| 2014 | Gainesville Opportunity Center Inc. | 990EZ | Director | 0 | $0 | $0 | View return |
| 2014 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2014 | Economic Alliance of Greater Baltimore Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2014 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2014 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2013 | Yardley-Makefield Firemen'S Relief | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Economic Alliance of Greater Baltimore Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2013 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2013 | Center Stage Associates Inc. | 990 | Vice President | 4 | $0 | $0 | View return |
| 2013 | Gainesville Opportunity Center Inc. | 990EZ | Vice President | 0 | $0 | $0 | View return |
| 2012 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2011 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2010 | Economic Alliance of Greater Baltimore Foundation Inc | 990PF | Board Member | 1 | $0 | $0 | View return |