| 2024 | The Evergreens Cemetery | 990 | Trustee | 1 | $21,452 | $0 | View return |
| 2024 | Evergreens Cemetery Preservation Foundation Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2024 | The Wenner-Gren Foundation for Anthropological Research Inc | 990PF | Vice Chair & Treasurer (Thru May 2024) | 1 | $0 | $0 | View return |
| 2024 | Josiah Macy Jr Foundation | 990PF | Chairperson | 0.5 | $0 | $0 | View return |
| 2024 | The Windward School | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | The Moorings Park Institute Incorporated | 990 | Controller | 40 | $145,328 | $0 | View return |
| 2023 | Evergreens Cemetery Preservation Foundation Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | The Evergreens Cemetery | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | The Wenner-Gren Foundation for Anthropological Research Inc | 990PF | Vice Chair & Treasurer | 1 | $0 | $0 | View return |
| 2023 | The Windward School | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Josiah Macy Jr Foundation | 990PF | Chairperson As Of Oct '23 | 0.5 | $0 | $0 | View return |
| 2023 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | The Wenner-Gren Foundation for Anthropological Research Inc | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2022 | Josiah Macy Jr Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2022 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | The Windward School | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | The Moorings Park Institute Incorporated | 990 | Controller | 40 | $120,415 | $0 | View return |
| 2021 | The Wenner-Gren Foundation for Anthropological Research Inc | 990PF | Vice Chair & Treasurer | 1 | $0 | $0 | View return |
| 2021 | Josiah Macy Jr Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2021 | The Windward School | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | The Wenner-Gren Foundation for Anthropological Research Inc | 990PF | Vice Chair & Treasurer | 1 | $0 | $0 | View return |
| 2020 | The Windward School | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Josiah Macy Jr Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2019 | The College Foundation of the University of Virginia | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Wenner-Gren Foundation for Anthropological Research Inc | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Windward School | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | The College Foundation of the University of Virginia | 990 | Trustee (End 4/19) | 1 | $0 | $0 | View return |
| 2018 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | University of Virginia Alumni Association | 990 | Manager | 1 | $0 | $0 | View return |
| 2017 | University of Virginia Alumni Association | 990 | Chair | 1 | $0 | $0 | View return |
| 2017 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | University of Virginia Alumni Association | 990 | Vice-Chair | 1 | $0 | $0 | View return |
| 2016 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Hudson Square District Management Association Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | University of Virginia Alumni Association | 990 | Board Of Managers | 1 | $0 | $0 | View return |
| 2015 | University of Virginia Investment Management Company | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Carnegie Corporation of New York | 990PF | V.P. & Co-Chief Investment Officer | 50 | $937,200 | $114,796 | View return |
| 2014 | University of Virginia Alumni Association | 990 | Board Of Managers | 1 | $0 | $0 | View return |
| 2013 | Carnegie Corporation of New York | 990PF | V.P. & Co-Chief Investment Officer | 50 | $916,900 | $111,399 | View return |
| 2013 | University of Virginia Alumni Association | 990 | Board Of Managers | 1 | $0 | $0 | View return |
| 2012 | Carnegie Corporation of New York | 990PF | V.P. & Co-Chief Investment Officer | 50 | $716,400 | $103,996 | View return |
| 2011 | Carnegie Corporation of New York | 990PF | V.P. & Co-Chief Investment Officer | 50 | $458,505 | $100,617 | View return |