Civic Intelligence

The Diamond Bar Fund

990 • Fiscal year 2021 • EIN 84-4406712

Oct 01, 2020 to Sep 30, 2021 • Filed on Jun 22, 2022

Organization ProfileN/A
200 Concord Plaza Drive No 410San Antonio, TX 78216

(210) 447-0126

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

2nd percentile

0.00x

Higher debt load relative to revenue than 2% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

31st percentile

$491,866

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$277,622,666

Up $277,622,666 from 2020

Net Assets

Up

$277,438,565

Up $277,438,565 from 2020

Liabilities

$184,101

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin99th percentile

Revenue

Up

$223,740,799

Up $223,740,799 from 2020

Expenses

$8,492,310

No earlier filing loaded for comparison.

Net Income

$215,248,489

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2020: $0Net Assets 2020: $02020Assets 2021: $277,622,666Liabilities 2021: $184,101Net Assets 2021: $277,438,5652021Assets 2022: $246,814,572Liabilities 2022: $470,797Net Assets 2022: $246,343,7752022Assets 2023: $237,394,626Liabilities 2023: $0Net Assets 2023: $237,394,6262023Assets 2024: $251,817,449Liabilities 2024: $0Net Assets 2024: $251,817,4492024

Highlighted filing

2021

Assets$277,622,666
Liabilities$184,101
Net Assets$277,438,565
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2020: $02020Revenue 2021: $223,740,799Expenses 2021: $8,492,310Net Income 2021: $215,248,4892021Revenue 2022: $29,259,378Expenses 2022: $10,294,470Net Income 2022: $18,964,9082022Revenue 2023: $6,576,923Expenses 2023: $12,364,287Net Income 2023: -$5,787,3642023Revenue 2024: $3,123,863Expenses 2024: $10,869,898Net Income 2024: -$7,746,0352024

Highlighted filing

2021

Revenue$223,740,799
Expenses$8,492,310
Net Income$215,248,489
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jun 22, 2022
Return Version
2020v4.2
Gross Receipts
$245,915,821
Mission and Program Overview

Mission

The Diamond Bar Fund is organized exclusively for the benefit of, to perform the functions of, and to carry out the purposes of Tom T. East, Sr. and Alice K. East, and Alice H. East, and Robert C. East Wildlife Foundation ("East Foundation").

The Diamond Bar Fund is organized exclusively to support the East Foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$255,053,136-
Investments in Publicly Traded Securities-$21,158,293-
Savings and Temporary Cash Investments-$1,411,237-
Total Assets$0$277,622,666▲ $277,622,666
Liabilities
Other Liabilities$0$184,101▲ $184,101
Total Liabilities$0$184,101▲ $184,101
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$277,438,565-
Total Net Assets Fund Balance$0$277,438,565▲ $277,438,565
Total Liabilities and Net Assets / Fund Balance$0$277,622,666▲ $277,622,666

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$20,646,823--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Veronica L ParedezSecretaryFT$129,483$129,483
Richard W Evans JrDirector-$69,500$69,500
Bryan WagnerDirector-$65,500$65,500
Dan Kinsel IIIDirector-$65,500$65,500
Stephen J KlebergDirector-$65,500$65,500

Board Members and Trustees

NameTitle
Robert Neal WilkinsPresident & CEO
Nicolas RangelCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Makena CapitalInvestment management2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025$2,497,880
Revenue and Support

Revenue Composition

Contributions and Grants
$220,291,657
Program Service Revenue
$0
Investment Income
$1,352,143
Other Revenue
$2,096,999
Change in Net Assets
$215,248,489

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$201,602,585Fair Market Value (FMV)
Securities Publicly Traded1$18,689,072Fair Market Value (FMV)
Total Noncash Contributions2$220,291,657-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,687,002
Other Expenses$2,663,735
Salaries, Compensation, and Employee Benefits$141,573
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,687,002--$5,687,002
Fees for Service Investment Mgmnt Fees-$2,621,207-$2,621,207
Current Officers, Directors, Trustees, and Key Employees-$132,487-$132,487
Occupancy-$27,555-$27,555
Payroll Taxes-$9,086-$9,086
Fees for Services Other-$7,489-$7,489
Office Expenses-$4,926-$4,926
Other Expenses-$1,180-$1,180
Travel-$768-$768
Conferences and Meetings-$610-$610
Total Functional Expenses$5,687,002$2,805,308$0$8,492,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
East FoundationSan Antonio, TX501(c)(3)General support$5,687,002

International Summary

Offices
0
Employees
0
Spending
$93,110,335

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$93,110,335
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliate$184,101
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Form 990 is reviewed by the CFO and CEO. The board of directors reviews and approves the Form 990.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest policy covers directors, officers, and key personnel. Annually, all covered persons review the policy and sign a statement that they are in compliance with the policy.”

Form 990, Part VI, Section C, line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
The Diamond Bar Fund
EIN
84-4406712
Phone
2104470126
Address
200 Concord Plaza Drive No 410, San Antonio, TX 78216

Signing Officer

Name
Robert Neal Wilkins
Title
President & CEO
Phone
2104470126
Signed
2022-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Neal Wilkins
Formed
2019
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2B:

“The Diamond Bar Fund reimburses East Foundation for employee and related expenses to share costs related to administrative services provided by East Foundation employees. East Foundation files Forms W-2 for these employees.”

Raw XML AppendixShowing 400 of 519 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Diamond Bar Fund is organized exclusively to support the East Foundation.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Nicolas Rangel
IRS990/BooksInCareOfDetail/PhoneNum02104470126
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 Concord Plaza Dr Ste 410
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078216
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0132487
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132487
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0610
IRS990/ConferencesMeetingsGrp/TotalAmt0610
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt02497880
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02755 Sand Hill Rd Ste 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Menlo Park
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094025
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Makena Capital
IRS990/ContractorCompensationGrp/ServicesDesc0Investment management
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0220291657
IRS990/CYGrantsAndSimilarPaidAmt05687002
IRS990/CYInvestmentIncomeAmt01352143
IRS990/CYOtherExpensesAmt02663735
IRS990/CYOtherRevenueAmt02096999
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0215248489
IRS990/CYSalariesCompEmpBnftPaidAmt0141573
IRS990/CYTotalExpensesAmt08492310
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0223740799
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Diamond Bar Fund holds and manages investment assets that will be used for the benefit of and in furtherance of the exempt purposes of East Foundation.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05687002
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07489
IRS990/FeesForServicesOtherGrp/TotalAmt07489
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02621207
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02621207
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt535.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt635.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt441866
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt519659
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt613062
IRS990/Form990PartVIISectionAGrp/PersonNm0Richard W Evans Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Dan Kinsel III
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephen J Kleberg
IRS990/Form990PartVIISectionAGrp/PersonNm3Bryan Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert Neal Wilkins
IRS990/Form990PartVIISectionAGrp/PersonNm5Nicolas Rangel
IRS990/Form990PartVIISectionAGrp/PersonNm6Veronica L Paredez
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt069500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt165500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt265500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt365500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4450000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5207306
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6116421
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01027873
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt05687002
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05687002
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05687002
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023202895
IRS990/GrossReceiptsAmt0245915821
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0324270
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0324270
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0255053136
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021158293
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022175022
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Diamond Bar Fund is organized exclusively for the benefit of, to perform the functions of, and to carry out the purposes of Tom T. East, Sr. and Alice K. East, and Alice H. East, and Robert C. East Wildlife Foundation ("East Foundation").
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt0277438565
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01027873
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01027873
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt062190076
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0277438565
IRS990/NoncashContributionsAmt0220291657
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt027555
IRS990/OccupancyGrp/TotalAmt027555
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04926
IRS990/OfficeExpensesGrp/TotalAmt04926
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Dues and subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01180
IRS990/OtherExpensesGrp/TotalAmt01180
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0184101
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Partnership income
IRS990/OtherRevenueMiscGrp/ExclusionAmt02249561
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02096999
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-152562
IRS990/OtherRevenueTotalAmt02096999
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09086
IRS990/PayrollTaxesGrp/TotalAmt09086
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robert Neal Wilkins
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0215248489
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0220291657
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01411237
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0261380672
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08492310
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0East Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt08492310
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0184101
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliate
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0234406313
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt120646823
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Makena Endowment Portfolio
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Other partnership invest
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0255053136
IRS990ScheduleD/TotalLiabilityAmt0184101
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt093110335
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt093110335
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Accounting Method:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt093110335
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05687002
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0East Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0261380672
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 Concord Plaza Dr Ste 410
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Antonio
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078216
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Diamond Bar Fund makes grants to its supported organization, East Foundation. The close relationship between the two organizations serves to monitor the use of grant funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0450000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1206000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt032625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt114935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt14724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert Neal Wilkins
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Nicolas Rangel
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0491866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1226965
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0An independent compensation study is conducted by a compensation consultant. The consultant reports directly to the board of directors. The board sets the compensation of the CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt018689072
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/ContributionCnt01
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NoncashContributionsRptF990Amt0201602585
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Diamond Bar Fund reimburses East Foundation for employee and related expenses to share costs related to administrative services provided by East Foundation employees. East Foundation files Forms W-2 for these employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the CFO and CEO. The board of directors reviews and approves the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy covers directors, officers, and key personnel. Annually, all covered persons review the policy and sign a statement that they are in compliance with the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 2b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0The Diamond Bar Fund
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1The Diamond Bar Fund
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0East Foundation Investments LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1CCAAP Fund EF LP
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0384024796
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt020646823
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt10
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0Investment management
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1Investment management

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,622,666
Liabilities
$184,101
Net assets
$277,438,565
Revenue
$223,740,799
Expenses
$8,492,310
Net income
$215,248,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$0.00$252$3.12$10.9$7.75
2023Summary only. Only limited summary data is available for this year.$237$0.00$237$6.58$12.4$5.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$247$0.47$246$29.3$10.3$19.0
2021Detailed filing. Detailed filing data is available for this year.$278$0.18$277$224$8.49$215
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00