| 2024 | Investment Adviser Association | 990 | Secretary & General Counsel | 40 | $442,533 | $0 | View return |
| 2024 | The Temple on Greene Street C/O Robert C Cone | 990 | Director | 0.2 | $0 | $0 | View return |
| 2024 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2024 | Briar Cliff University | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2024 | Loyola Marymount University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Investment Adviser Association | 990 | Secretary & General Counsel | 40 | $429,080 | $0 | View return |
| 2023 | The Temple on Greene Street C/O Robert C Cone | 990 | Director | 0.2 | $0 | $0 | View return |
| 2023 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2023 | The Crittenton Center | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Loyola Marymount University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Briar Cliff University | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Investment Adviser Association | 990 | Secretary | 40 | $420,148 | $0 | View return |
| 2022 | Investment Adviser Association | 990 | Secretary & General Counsel | 40 | $420,148 | $0 | View return |
| 2022 | Investment Adviser Association | 990 | Secretary & General Counsel | 40 | $420,148 | $0 | View return |
| 2022 | The Temple on Greene Street C/O Robert C Cone | 990 | Director | 0.2 | $0 | $0 | View return |
| 2022 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2022 | Briar Cliff University | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Briar Cliff University | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | The Crittenton Center | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Loyola Marymount University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Investment Adviser Association | 990 | Secretary & General Counse | 40 | $403,648 | $0 | View return |
| 2021 | Investment Adviser Association | 990 | Secretary & General Counse | 40 | $403,648 | $0 | View return |
| 2021 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2021 | The Temple on Greene Street C/O Robert C Cone | 990 | Director | 0.2 | $0 | $0 | View return |
| 2021 | Loyola Marymount University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Briar Cliff University | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Investment Adviser Association | 990 | Secretary & General Counse | 40 | $391,648 | $0 | View return |
| 2020 | The Temple on Greene Street C/O Robert C Cone | 990 | Director | 0.2 | $0 | $0 | View return |
| 2020 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2020 | Loyola Marymount University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Briar Cliff University | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2019 | Investment Adviser Association | 990 | Secretary & General Counse | 50 | $372,648 | $0 | View return |
| 2019 | The Temple on Greene Street C/O Robert C Cone | 990 | Director | 0.2 | $0 | $0 | View return |
| 2019 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2019 | Briar Cliff University | 990 | Board Member | 0.05 | $0 | $0 | View return |
| 2018 | Investment Adviser Association | 990 | Secretary & General Counsel | 50 | $360,648 | $0 | View return |
| 2018 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2018 | Briar Cliff University | 990 | Board Member - Partial Year | 0.05 | $0 | $0 | View return |
| 2018 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2017 | Investment Adviser Association | 990 | Secretary/General Counsel | 45 | $171,085 | $0 | View return |
| 2017 | Hadassah the Womens Zionist Organization of America | 990 | Programming VP/Coordinator | 1 | $0 | $0 | View return |
| 2017 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2016 | Yacht Club of Gulf Harbor Inc | 990EZ | Past Commodo | 1 | $0 | - | View return |
| 2016 | Kol Tov Foundation | 990PF | Pres/Sec/Director | 0 | $0 | $0 | View return |
| 2016 | Greensboro Country Club Incorporated | 990 | Past President | 2 | $0 | $0 | View return |
| 2015 | Greensboro Country Club Incorporated | 990 | President | 2 | $0 | $0 | View return |
| 2015 | Yacht Club of Gulf Harbor Inc | 990EZ | Commodore | 1 | $0 | - | View return |
| 2014 | Yacht Club of Gulf Harbor Inc | 990EZ | Vice Commodo | 2 | $0 | - | View return |
| 2014 | Greensboro Country Club Incorporated | 990 | Outside Vice President | 2 | $0 | $0 | View return |
| 2013 | Yacht Club of Gulf Harbor Inc | 990EZ | Fleet Captai | 2 | $0 | - | View return |