| 2024 | Accord Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2024 | New York Gay Flag Football League | 990EZ | Communications Director | 20 | $0 | $0 | View return |
| 2023 | Buffalo & Erie County Public Library | 990 | Hulbert Library Of The Town Of Concord Board Trustee | 1 | $0 | $0 | View return |
| 2023 | Accord Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2023 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Accord Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | World Learning Inc. | 990 | Trustee [Through 10/2022] | 1.5 | $0 | $0 | View return |
| 2021 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Investment Adviser Association | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Dougherty Valley San Ramon Rotary Foundation | 990EZ | VP/Secretary | 2 | $0 | $0 | View return |
| 2021 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2021 | Investment Adviser Association | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Investment Adviser Association | 990 | Treasurer And Board Member | 3 | $0 | $0 | View return |
| 2020 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2019 | The Karena Lee Adler Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2019 | Investment Adviser Association | 990 | Treasurer And Board Member | 3 | $0 | $0 | View return |
| 2019 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2018 | The Karena Lee Adler Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2018 | Investment Adviser Association | 990 | Treasurer And Board Member | 3 | $0 | $0 | View return |
| 2018 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Accord Inc. | 990 | Chairman | 0.5 | $0 | $0 | View return |
| 2018 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2017 | The Plato Society of Los Angeles | 990 | Secretary | 10 | $0 | $0 | View return |
| 2017 | The Karena Lee Adler Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2017 | Accord Inc. | 990 | Chairman | 0.5 | $0 | $0 | View return |
| 2017 | Club Duck Keyinc | 990 | Director | 0 | $0 | $0 | View return |
| 2017 | Investment Adviser Association | 990 | Board Of Governors | 2 | $0 | $0 | View return |
| 2017 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2017 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | North Shore Country Club | 990 | Director | 10 | $0 | $0 | View return |
| 2016 | The Plato Society of Los Angeles | 990 | Colloqui. Chair | 10 | $0 | $0 | View return |
| 2016 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Accord Inc. | 990 | Board Secretary | 0.5 | $0 | $0 | View return |
| 2016 | Investment Adviser Association | 990 | Board Of Governors | 2 | $0 | $0 | View return |
| 2016 | Club Duck Keyinc | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | The Karena Lee Adler Foundation | 990PF | Vice President | 1 | $0 | $0 | View return |
| 2016 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2016 | Southwestern Vermont Health Care Corporation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Southwestern Vermont Medical Center Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | The Encampment Store | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Investment Adviser Association | 990 | Board Of Governors | 2 | $0 | $0 | View return |
| 2015 | North Shore Country Club | 990 | Director | 10 | $0 | $0 | View return |
| 2015 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2015 | Southwestern Vermont Medical Center Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | North Shore Country Club | 990 | Director | 10 | $0 | $0 | View return |
| 2015 | Mount Anthony Housing Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Southwestern Vermont Health Care Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | The Encampment Store | 990 | Board Member | 0 | $0 | $0 | View return |
| 2014 | Investment Adviser Association | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Club Duck Keyinc | 990 | Vice Preside | - | $0 | $0 | View return |
| 2014 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2013 | The Encampment Store | 990 | Board Member | 0 | $0 | $0 | View return |
| 2013 | Silicon Valley Youth Climate Action | 990EZ | Board Member | 2 | $0 | $0 | View return |
| 2013 | Investment Adviser Association | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | World Learning Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |