| 2023 | Investment Company Institute | 990 | CFO/Treasurer | 40 | $397,776 | $0 | View return |
| 2023 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $397,776 | View return |
| 2022 | Investment Company Institute | 990 | CFO/Treasurer | 40 | $376,819 | $0 | View return |
| 2022 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $376,819 | View return |
| 2021 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $353,332 | View return |
| 2020 | Investment Company Institute | 990 | Treasurer | 40 | $353,235 | $0 | View return |
| 2020 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $353,235 | View return |
| 2019 | Investment Company Institute | 990 | Treasurer | 40 | $328,272 | $0 | View return |
| 2019 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $328,272 | View return |
| 2018 | Investment Company Institute | 990 | Treasurer | 40 | $300,333 | $0 | View return |
| 2018 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $300,333 | View return |
| 2017 | Investment Company Institute | 990 | Treasurer | 40 | $288,113 | $0 | View return |
| 2017 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $288,113 | View return |
| 2016 | Investment Company Institute | 990 | Treasurer | 40 | $274,168 | $0 | View return |
| 2016 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $274,168 | View return |
| 2015 | Investment Company Institute | 990 | Treasurer | 40 | $262,128 | $0 | View return |
| 2015 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $262,128 | View return |
| 2014 | Investment Company Institute | 990 | Treasurer | 40 | $239,668 | $0 | View return |
| 2014 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $239,668 | View return |
| 2013 | Investment Company Institute | 990 | Treasurer | 40 | $231,479 | $0 | View return |
| 2013 | ICI Educational Foundation | 990 | Treasurer | 1 | $0 | $231,479 | View return |