| 2025 | Abc Unified School District Education Foundation | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2024 | Pacifica Sea Lions Aquatic Club Inc. | 990 | Vice President | 5 | $0 | $0 | View return |
| 2024 | Mather Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | Mather Lifeways | 990 | Director | 0.1 | $0 | $0 | View return |
| 2024 | Abc Unified School District Education Foundation | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2024 | The Keswell School | 990 | Director | 0.5 | $0 | $0 | View return |
| 2024 | Mather Investments Nfp | 990 | Director | 0.1 | $0 | $0 | View return |
| 2024 | Glendora Education Foundation | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2024 | Luna Kids Dance Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | The Children'S Hospital of Philadelphia | 990 | SVP & Chief Investment Officer | 1 | $1,972,942 | $0 | View return |
| 2023 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $180,502 | $0 | View return |
| 2023 | The Children'S Hospital of Philadelphia Foundation | 990 | SVP & Chief Investment Officer | 1 | $0 | $1,972,942 | View return |
| 2023 | Mather Lifeways | 990 | Director | 0.1 | $0 | $0 | View return |
| 2023 | Mather Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Abc Unified School District Education Foundation | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2023 | Luna Kids Dance Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Glendora Education Foundation | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2023 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | President | 5 | $0 | $0 | View return |
| 2022 | The Children'S Hospital of Philadelphia | 990 | SVP & Chief Investment Officer | 1 | $1,048,446 | $0 | View return |
| 2022 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $177,941 | $0 | View return |
| 2022 | The Children'S Hospital of Philadelphia Foundation | 990 | SVP & Chief Investment Officer | 1 | $0 | $1,048,446 | View return |
| 2022 | Mather Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Luna Kids Dance Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | Communications Chair | 3 | $0 | $0 | View return |
| 2022 | Lincoln Education Enrichment Fund | 990EZ | President | 2 | $0 | $0 | View return |
| 2022 | Abc Unified School District Education Foundation | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2022 | Lincoln Elementary PTA | 990EZ | Vice President | 4 | $0 | - | View return |
| 2021 | The Children'S Hospital of Philadelphia | 990 | SVP & Chief Investment Officer | 1 | $914,997 | $0 | View return |
| 2021 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $161,088 | $0 | View return |
| 2021 | The Children'S Hospital of Philadelphia Foundation | 990 | SVP & Chief Investment Officer | 40 | $0 | $914,997 | View return |
| 2021 | Mather Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Lincoln Elementary PTA | 990EZ | Vice President | 0 | $0 | - | View return |
| 2021 | Abc Unified School District Education Foundation | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2020 | The Children'S Hospital of Philadelphia | 990 | SVP & Chief Investment Officer | 40 | $577,286 | $0 | View return |
| 2020 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $150,275 | $0 | View return |
| 2020 | The Children'S Hospital of Philadelphia Foundation | 990 | SVP & Chief Investment Officer | 1 | $0 | $577,286 | View return |
| 2020 | Mather Foundation | 990 | Director - As Of 9/20 | 2 | $0 | $0 | View return |
| 2019 | The Children'S Hospital of Philadelphia | 990 | SVP & Chief Investment Officer | 40 | $837,912 | $0 | View return |
| 2019 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $143,846 | $0 | View return |
| 2019 | The Children'S Hospital of Philadelphia Foundation | 990 | SVP & Chief Investment Officer | 1 | $0 | $837,912 | View return |
| 2018 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $134,656 | $0 | View return |
| 2018 | The Children'S Hospital of Philadelphia Foundation | 990 | SVP & Chief Investment Officer | 1 | $0 | $202,119 | View return |
| 2017 | Chinese-American Planning Council Home Attendant Program Inc. | 990 | Head Nurse | 40 | $134,668 | $0 | View return |
| 2017 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | 4th VP-Hospitality | 2 | $0 | - | View return |
| 2016 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | 4th VP-Hospitality | 2 | $0 | - | View return |