| 2024 | Valley Club of Montecito | 990 | President | 1 | $0 | $0 | View return |
| 2024 | Direct Relief International | 990 | Vice Chair, Committee Chair | 5 | $0 | $0 | View return |
| 2024 | Direct Relief Foundation | 990 | Vice Chair | 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 | Valley Club of Montecito | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Claremont Investment Management Company | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Claremont Mckenna College | 990 | Vice Chair Of Board Of Trustees | 1 | $0 | $0 | View return |
| 2023 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Valley Club of Montecito | 990 | Vice President | 1 | $0 | $0 | View return |
| 2022 | Claremont Investment Management Company | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Claremont Mckenna College | 990 | Board Chair Emeritus | 1 | $0 | $0 | View return |
| 2022 | Direct Relief International | 990 | Asst Treasurer/Committee Chair | 5 | $0 | $0 | View return |
| 2022 | Direct Relief Foundation | 990 | Assistant Treasurer | 1 | $0 | $0 | View return |
| 2022 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Valley Club of Montecito | 990 | Vice President | 1 | $0 | $0 | View return |
| 2021 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Claremont Mckenna College | 990 | Board Chair Emeritus | 1 | $0 | $0 | View return |
| 2021 | Direct Relief International | 990 | Committee Chair | 5 | $0 | $0 | View return |
| 2021 | Direct Relief Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Claremont Investment Management Company | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Valley Club of Montecito | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Claremont Mckenna College | 990 | Board Chair Emeritus | 1 | $0 | $0 | View return |
| 2020 | Direct Relief International | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Claremont Investment Fund | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Direct Relief Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Claremont Investment Management Company | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Direct Relief International | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Woodland Heights CIVIC Association | 990EZ | President | 5 | $0 | $0 | View return |
| 2019 | Claremont Mckenna College | 990 | Board Chair Emeritus | 1 | $0 | $0 | View return |
| 2019 | Claremont Investment Fund | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Claremont Investment Management Company | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Claremont Mckenna College | 990 | Vice Chair Of The Board | 1 | $0 | $0 | View return |
| 2018 | Claremont Investment Management Company | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Claremont Investment Fund | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Claremont Investment Management Company | 990EZ | Director | 0 | $0 | $0 | View return |
| 2017 | Claremont Investment Fund | 990EZ | Director | 0 | $0 | $0 | View return |
| 2017 | Claremont Mckenna College | 990 | Vice Chair Of The Board | 1 | $0 | $0 | View return |
| 2016 | Claremont Mckenna College | 990 | Vice Chair Of The Board | 1 | $0 | $0 | View return |
| 2015 | Broad Channel Post 1404 Inc | 990EZ | Historian | 0 | $0 | - | View return |
| 2015 | Claremont Mckenna College | 990 | Vice Chair Of The Board | 1 | $0 | $0 | View return |
| 2014 | Broad Channel Post 1404 Inc | 990EZ | Historian | 0 | $0 | - | View return |
| 2014 | Claremont Mckenna College | 990 | Vice Chair Of The Board | 1 | $0 | $0 | View return |
| 2013 | Broad Channel Post 1404 Inc | 990EZ | Historian | 3 | $0 | - | View return |
| 2013 | Saint John'S Hospital and Health Center Foundation | 990 | Trustee | 1 | - | - | View return |
| 2013 | Claremont University Consortium | 990 | Constituent Member | 1 | $0 | $0 | View return |
| 2013 | Claremont Mckenna College | 990 | Chair Of The Board | 1 | $0 | $0 | View return |