| 2024 | The Gold Challenge Cup Foundation | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Elevate 215 | 990 | Director | 3 | $0 | $0 | View return |
| 2023 | The Gold Challenge Cup Foundation | 990 | President | 1 | $0 | $0 | View return |
| 2022 | The Gold Challenge Cup Foundation | 990 | President | 1 | $0 | $0 | View return |
| 2022 | Elevate 215 | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Zoological Society of Philadelphia | 990 | Chair (Thru 05/22) | 10 | $0 | $0 | View return |
| 2021 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2021 | The Gold Challenge Cup Foundation | 990 | President | 8 | $0 | $0 | View return |
| 2021 | Elevate 215 | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Elevate 215 | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | The Gold Challenge Cup Foundation | 990 | President | 8 | $0 | $0 | View return |
| 2020 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2019 | Elevate 215 | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | The Gold Challenge Cup Foundation | 990 | President | 8 | $0 | $0 | View return |
| 2019 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2018 | The Gold Challenge Cup Foundation | 990EZ | President | 8 | $0 | - | View return |
| 2018 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2017 | The Gold Challenge Cup Foundation | 990EZ | President | 8 | $0 | - | View return |
| 2017 | Investment Company Institute | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2017 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2017 | ICI Education Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2016 | The Gold Challenge Cup Foundation | 990EZ | President | 1 | $0 | $0 | View return |
| 2016 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2016 | ICI Education Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2016 | Investment Company Institute | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2015 | Friends of Haverford School Rowing | 990 | VP Co-Founder | 0 | $0 | $0 | View return |
| 2015 | The Gold Challenge Cup Foundation | 990EZ | President | 1 | $0 | $0 | View return |
| 2015 | Zoological Society of Philadelphia | 990 | Chair | 10 | $0 | $0 | View return |
| 2015 | Investment Company Institute | 990 | Chairman | 2 | $0 | $0 | View return |
| 2014 | Friends of Haverford School Rowing | 990 | VP Co-Founder | 0 | $0 | $0 | View return |
| 2014 | The Gold Challenge Cup Foundation | 990EZ | President | 1 | $0 | $0 | View return |
| 2014 | Zoological Society of Philadelphia | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Investment Company Institute | 990 | Chairman | 2 | $0 | $0 | View return |
| 2013 | The Gold Challenge Cup Foundation | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2013 | Zoological Society of Philadelphia | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Friends of Haverford School Rowing | 990 | VP Co-Founder | 0 | $0 | $0 | View return |
| 2013 | Investment Company Institute | 990 | Chairman | 2 | $0 | $0 | View return |