| 2024 | President and Fellows of Middlebury College | 990 | Chair-Charter Trust | 1 | $0 | $0 | View return |
| 2023 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2023 | President and Fellows of Middlebury College | 990 | Chair-Charter Trust | 1 | $0 | $0 | View return |
| 2022 | The Risk Management Association | 990 | Relationship Manager | 40 | $168,427 | $0 | View return |
| 2022 | President and Fellows of Middlebury College | 990 | Vice Chair-Charter Trust | 1 | $0 | $0 | View return |
| 2022 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2021 | President and Fellows of Middlebury College | 990 | Vice Chair-Charter Trust | 1 | $0 | $0 | View return |
| 2020 | The Risk Management Association | 990 | Relationship Manager | 40 | $163,557 | $0 | View return |
| 2020 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2020 | President and Fellows of Middlebury College | 990 | Vice Chair-Charter Trust | 1 | $0 | $0 | View return |
| 2020 | Investment Company Institute | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2019 | The Risk Management Association | 990 | Manager | 40 | $162,097 | $0 | View return |
| 2019 | President and Fellows of Middlebury College | 990 | Vice Chair - Charter Trustee | 1 | $0 | $0 | View return |
| 2019 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2019 | Investment Company Institute | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2018 | The Risk Management Association | 990 | Manager | 40 | $145,929 | $0 | View return |
| 2018 | ICI Educational Foundation | 990 | Director | 0.25 | $0 | $0 | View return |
| 2018 | Investment Company Institute | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2017 | The Risk Management Association | 990 | Manager | 40 | $140,753 | $0 | View return |
| 2017 | Investment Company Institute | 990 | Chairman | 2 | $0 | $0 | View return |
| 2017 | ICI Educational Foundation | 990 | Chairman | 0.25 | $0 | $0 | View return |
| 2016 | The Risk Management Association | 990 | Manager | 40 | $145,090 | $0 | View return |
| 2016 | President and Fellows of Middlebury College | 990 | Alumni Trustee | 1 | $0 | $0 | View return |
| 2016 | ICI Educational Foundation | 990 | Chairman | 0.25 | $0 | $0 | View return |
| 2016 | Investment Company Institute | 990 | Chairman | 2 | $0 | $0 | View return |
| 2015 | The Risk Management Association | 990 | Manager | 40 | $138,570 | $0 | View return |
| 2015 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |
| 2015 | President and Fellows of Middlebury College | 990 | Alumni Trustee | 1 | $0 | $0 | View return |
| 2014 | The Risk Management Association | 990 | Manager | 40 | $156,789 | $0 | View return |
| 2014 | President and Fellows of Middlebury College | 990 | Alumni Trustee | 1 | $0 | $0 | View return |
| 2013 | The Risk Management Association | 990 | Manager | 40 | $139,442 | $0 | View return |
| 2013 | Investment Company Institute | 990 | Member | 2 | $0 | $0 | View return |