| 2024 | William F Ryan Community Health Center Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | Community Service Society of New York | 990 | Board Secretary | 1 | $0 | $0 | View return |
| 2023 | William F Ryan Community Health Center Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Lenox Hill Neighborhood House Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2023 | Community Service Society of New York | 990 | Board Secretary | 1 | $0 | $0 | View return |
| 2023 | Friends of Rsvp Inc. | 990PF | Secretary | 1 | $0 | $0 | View return |
| 2022 | Lenox Hill Neighborhood House Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | William F Ryan Community Health Center Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2022 | Community Service Society of New York | 990 | Board Secretary | 1 | $0 | $0 | View return |
| 2022 | Friends of Rsvp Inc. | 990PF | Secretary | 1 | $0 | $0 | View return |
| 2021 | William F Ryan Community Health Center Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2021 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2020 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2020 | William F Ryan Community Health Center Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2020 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2019 | William F Ryan Community Health Center Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2019 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2019 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2018 | William F Ryan Community Health Center Inc. | 990 | Member | 5 | $0 | $0 | View return |
| 2018 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2018 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | National Association of Investment Companies | 990 | Chairman | 5 | $160,000 | $0 | View return |
| 2017 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2017 | William F Ryan Community Health Center Inc. | 990 | Member | 5 | $0 | $0 | View return |
| 2017 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2016 | William F Ryan Community Health Center Inc. | 990 | Member | 5 | $0 | $0 | View return |
| 2016 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2015 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2015 | William F Ryan Community Health Center Inc. | 990 | Member | 5 | $0 | $0 | View return |
| 2015 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2015 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | National Association of Investment Companies | 990 | Chairman | 5 | $0 | $0 | View return |
| 2014 | William F Ryan Community Health Center Inc. | 990 | Member | 5 | $0 | $0 | View return |
| 2014 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2014 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | William F Ryan Community Health Center Inc. | 990 | Member | 5 | $0 | $0 | View return |
| 2013 | Community Service Society of New York | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2012 | Friends of Rsvp Inc. | 990PF | Trustee | 1 | $0 | $0 | View return |