Civic Intelligence

The Diamond Bar Fund

990 • Fiscal year 2023 • EIN 84-4406712

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 10, 2024

Organization ProfileN/A
200 Concord Plaza Drive 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

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

3rd percentile

-88%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$660,352

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

13th percentile

-3.8%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-78%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Flat

$237,394,626

Flat from 2023

Net Assets

Flat

$237,394,626

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin3rd percentile

Revenue

Flat

$6,576,923

Flat from 2023

Expenses

Flat

$12,364,287

Flat from 2023

Net Income

Flat

-$5,787,364

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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 2023: $237,394,626Liabilities 2023: $0Net Assets 2023: $237,394,6262023Assets 2024: $251,817,449Liabilities 2024: $0Net Assets 2024: $251,817,4492024

Highlighted filing

2023

Assets$237,394,626
Liabilities$0
Net Assets$237,394,626
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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 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

2023

Revenue$6,576,923
Expenses$12,364,287
Net Income-$5,787,364
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 10, 2024
Return Version
2022v5.0
Gross Receipts
$18,244,074
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$232,239,252$222,778,164▼ $9,461,088
Investments in Publicly Traded Securities$13,907,746$13,853,401▼ $54,345
Savings and Temporary Cash Investments$667,574$565,664▼ $101,910
Total Assets$246,814,572$237,394,626▼ $9,419,946
Other Assets Total$0$197,397▲ $197,397
Liabilities
Other Liabilities$470,797$0▼ $470,797
Total Liabilities$470,797$0▼ $470,797
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$246,343,775$237,394,626▼ $8,949,149
Total Net Assets Fund Balance$246,343,775$237,394,626▼ $8,949,149
Total Liabilities and Net Assets / Fund Balance$246,814,572$237,394,626▼ $9,419,946

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,978,670--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleOtherTotal
Bryan WagnerDirector$65,500$65,500
Dan Kinsel IIIDirector$65,500$65,500
Richard W Evans JrDirector$65,500$65,500
Stephen J KlebergDirector$65,500$65,500

Board Members and Trustees

NameTitle
Robert Neal WilkinsPresident & CEO
Veronica L ParedezDirector of Investments, Sec, Treas
Nicolas RangelCFO (to 1/30/23)

Highest Paid Contractors

ContractorServicesLocationCompensation
Makena CapitalInvestment management2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025$2,224,552
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,073,934
Other Revenue
$4,502,989
Change in Net Assets
$-5,787,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,130,407
Other Expenses$2,019,287
Salaries, Compensation, and Employee Benefits$214,593
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,130,407--$10,130,407
Fees for Service Investment Mgmnt Fees-$1,864,667-$1,864,667
Occupancy-$134,159-$134,159
Other Salaries and Wages-$112,778-$112,778
Current Officers, Directors, Trustees, and Key Employees-$75,608-$75,608
Fees for Services Other-$12,335-$12,335
Payroll Taxes-$9,713-$9,713
Other Employee Benefits-$9,432-$9,432
Pension Plan Contributions-$7,062-$7,062
Travel-$5,025-$5,025
Office Expenses-$1,566-$1,566
Other Expenses-$1,435-$1,435
Conferences and Meetings-$100-$100
Total Functional Expenses$10,130,407$2,233,880$0$12,364,287
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
East FoundationSan Antonio, TX501(c)(3)General support$10,130,407

International Summary

Offices
0
Employees
0
Spending
$61,870,991

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments-00$61,870,991
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 staff 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

“The Diamond Bar Fund makes copies of its Certificate of Formation and all amendments thereto available upon request. The Diamond Bar Fund makes other documents available upon request as required by state or federal law.”

Filing and Contact Details

Filer

Filer Name
The Diamond Bar Fund
EIN
84-4406712
Phone
2104470126
Address
200 Concord Plaza Drive 410, San Antonio, TX 78216

Signing Officer

Name
Robert Neal Wilkins
Title
President & CEO
Phone
2104470126
Signed
2024-07-10
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.”

Financial Statement Notes

Part X, Line 2:

“The East Foundation, a related organization, follows the provisions of Accounting Standards Codification (ASC) 740-10, Accounting for Uncertainty in Income Taxes, which requires recognition and disclosure of uncertain tax positions in the consolidated financial statements. The East Foundation's management believes that it has appropriate support for any tax positions taken and that it has no material uncertain tax position. Accordingly, it will not recognize any liability for uncertain tax positions. For the years ended September 30, 2023 and 2022, the East Foundation did not recognize any interest or penalties in the consolidated financial statements. Tax years 2019 through 2022 remain open to examination by the taxing jurisdictions to which the East Foundation is subject, and these periods have not been extended beyond the applicable statute of limitations.”

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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/SupportAmt012364287
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0East Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt012364287
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0198799494
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt123978670
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Makena endow. portfolio
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Other alternative investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The East Foundation, a related organization, follows the provisions of Accounting Standards Codification (ASC) 740-10, Accounting for Uncertainty in Income Taxes, which requires recognition and disclosure of uncertain tax positions in the consolidated financial statements. The East Foundation's management believes that it has appropriate support for any tax positions taken and that it has no material uncertain tax position. Accordingly, it will not recognize any liability for uncertain tax positions. For the years ended September 30, 2023 and 2022, the East Foundation did not recognize any interest or penalties in the consolidated financial statements. Tax years 2019 through 2022 remain open to examination by the taxing jurisdictions to which the East Foundation is subject, and these periods have not been extended beyond the applicable statute of limitations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0222778164
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt061870991
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt061870991
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Accounting Method:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt061870991
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010130407
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0478700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1212750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2135300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0166740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt28718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014912
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt17122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt27122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert Neal Wilkins
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Nicolas Rangel
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Veronica L Paredez
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO (to 1/30/23)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Dir of Investments, Sec, Treas
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0660352
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1235296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2151140
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/ExplanationTxt1East Foundation, a related organization, has established a deferred compensation arrangement under IRC Section 457(f) for Neal Wilkins, President and CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 4b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
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 staff 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/ExplanationTxt3The Diamond Bar Fund makes copies of its Certificate of Formation and all amendments thereto available upon request. The Diamond Bar Fund makes other documents available upon request as required by state or federal law.
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$237,394,626
Liabilities
$0
Net assets
$237,394,626
Revenue
$6,576,923
Expenses
$12,364,287
Net income
-$5,787,364
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
2023Detailed filing. Detailed filing data is available for this year.$237$0.00$237$6.58$12.4$5.79
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$278$0.18$277$224$8.49$215
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00