| 2025 | Hobson Lodge No 23 Free and Accepted Masons | 990EZ | Worship Master | 8 | $0 | - | View return |
| 2025 | Concordville Fire & Protective Assoc | 990 | Deputy Chief | - | $0 | $0 | View return |
| 2024 | Colgate University Treasurers Office | 990 | Sr. VP-Fin, CIO, Treasurer | 50 | $904,411 | $0 | View return |
| 2024 | Riddle Village | 990 | Medical Director | 40 | $255,468 | $0 | View return |
| 2023 | Colgate University Treasurers Office | 990 | Sr. VP-Fin, CIO, Treasurer | 50 | $884,575 | $0 | View return |
| 2023 | Concordville Fire & Protective Assoc | 990 | Deputy Chief | - | $0 | $0 | View return |
| 2022 | Colgate University Treasurers Office | 990 | Sr. VP-Fin/Adm, CIO, Treasurer | 50 | $808,970 | $0 | View return |
| 2022 | Concordville Fire & Protective Assoc | 990 | Deputy Chief | - | $0 | $0 | View return |
| 2021 | Colgate University Treasurers Office | 990 | Sr. VP-Fin/Adm, CIO, Treasurer | 50 | $671,674 | $0 | View return |
| 2021 | Concordville Fire & Protective Assoc | 990 | Deputy Chief | - | $0 | $0 | View return |
| 2021 | East Bay Bristol County Lacrosse Association | 990EZ | President | 0 | $0 | - | View return |
| 2020 | Colgate University Treasurers Office | 990 | Sr. VP-Fin/Adm, CIO, Treasurer | 50 | $385,169 | $0 | View return |
| 2020 | East Bay Bristol County Lacrosse Association | 990EZ | Vice Preside | 0 | $0 | - | View return |
| 2020 | Concordville Fire & Protective Assoc | 990 | Deputy Chief | 0 | $0 | $0 | View return |
| 2019 | Colgate University Treasurers Office | 990 | Sr VP-Fin & Admin, CIO, Treas | 50 | $395,255 | $0 | View return |
| 2019 | East Bay Bristol County Lacrosse Association | 990EZ | Vice Preside | 0 | $0 | - | View return |
| 2018 | Colgate University Treasurers Office | 990 | Sr VP-Fin & Admin, CIO, Treas | 50 | $399,038 | $0 | View return |
| 2018 | Community Memorial Hospital Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Colgate University Treasurers Office | 990 | Sr VP-Fin & Admin, CIO, Treas | 50 | $384,063 | $0 | View return |
| 2017 | Community Memorial Hospital Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Colgate University Treasurers Office | 990 | Treasurer | 50 | $463,607 | $0 | View return |
| 2016 | Community Memorial Hospital Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Colgate University Treasurers Office | 990 | Chief Investment Officer | 50 | $331,681 | $0 | View return |
| 2015 | Community Memorial Hospital Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Colgate University Treasurers Office | 990 | Director Of Investments | 50 | $294,187 | $0 | View return |
| 2013 | Colgate University Treasurers Office | 990 | Director Of Investments | 50 | $285,382 | $0 | View return |