Totals
- Total revenue
- $12,442,800
- Total expenses
- $10,328,504
- Contributions and grants received
- $0
- Grants paid
- $7,521,024
- Program service revenue
- $0
- Investment income
- $2,071,159
- Other revenue
- $10,371,641
- Total assets, end of year
- $268,925,047
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $268,925,047
- Program services expenses (Part IX)
- $7,521,024
- Management and general expenses
- $2,807,480
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,521,024
Program services were 72.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $895,070 · excluded $895,070
-
7a · Gross sales of assets other than inventory
securities $33,778,333
-
7b · Less cost or other basis and sales expenses
securities $32,602,244
-
7c · Gain or loss
securities $1,176,089
-
7d · Net gain or loss
total $1,176,089 · excluded $1,176,089
-
11a · Other revenue: Partnership income
total $10,371,641 · unrelated business $1,885,583 · excluded $8,486,058
-
11e · Other revenue, total
$10,371,641
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,521,024 · program services $7,521,024
-
5 · Compensation of officers, directors and key employees
total $125,449 · management and general $125,449
-
7 · Other salaries and wages
total $89,060 · management and general $89,060
-
8 · Pension plan contributions
total $10,060 · management and general $10,060
-
9 · Other employee benefits
total $12,598 · management and general $12,598
-
10 · Payroll taxes
total $12,850 · management and general $12,850
-
11f · Fees: investment management
total $2,148,397 · management and general $2,148,397
-
11g · Fees: other
total $65,198 · management and general $65,198
-
16 · Occupancy
total $31,235 · management and general $31,235
-
17 · Travel
total $4,970 · management and general $4,970
-
24a · Other expenses: 990-T income tax
total $278,389 · management and general $278,389
-
24b · Other expenses: State taxes
total $28,652 · management and general $28,652
-
24c · Other expenses: Dues and subscriptions
total $622 · management and general $622
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $755,421 · end of year $529,721
-
11 · Investments: publicly traded securities
beginning of year $17,755,205 · end of year $16,644,258
-
12 · Investments: other securities
beginning of year $233,078,180 · end of year $250,799,493
-
15 · Other assets
beginning of year $228,643 · end of year $951,575
-
27 · Net assets without donor restrictions
beginning of year $251,817,449 · end of year $268,925,047
Mission and programs · 2024
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").
Activities or mission (Part I)
The Diamond Bar Fund is organized exclusively to support the East Foundation.
-
The 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.
Expenses $7,521,024 · Grants $7,521,024
As filed on the 2024 return.
Listed in Part VII
-
Richard W Evans Jr
Director
- Total calculated
- $70,500
- From this org
- $0
- From related orgs
- $70,500
- Other
- $0
- Hours/week
- 1 + 5 related
-
Dan Kinsel III
Director
- Total calculated
- $65,500
- From this org
- $0
- From related orgs
- $65,500
- Other
- $0
- Hours/week
- 1 + 5 related
-
Stephen J Kleberg
Director
- Total calculated
- $65,500
- From this org
- $0
- From related orgs
- $65,500
- Other
- $0
- Hours/week
- 1 + 5 related
-
Bryan Wagner
Director
- Total calculated
- $65,500
- From this org
- $0
- From related orgs
- $65,500
- Other
- $0
- Hours/week
- 1 + 5 related
-
Robert Neal Wilkins
President & CEO
- Total calculated
- $718,514
- From this org
- $0
- From related orgs
- $512,222
- Other
- $206,292
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $509,713 related
- Bonus
- $0
- Other
- $0 + $2,509 related
- Deferred
- $0 + $189,783 related
- Nontaxable benefits
- $0 + $16,509 related
- Filer's total
- $0 + $718,514 related
-
Veronica L Paredez
Secretary, Treasurer
- Total calculated
- $214,735
- From this org
- $0
- From related orgs
- $192,709
- Other
- $22,026
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $192,459 related
- Bonus
- $0
- Other
- $0 + $250 related
- Deferred
- $0 + $14,210 related
- Nontaxable benefits
- $0 + $7,816 related
- Filer's total
- $0 + $214,735 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 3
- An independent compensation study is conducted by a compensation consultant for East Foundation, a related organization. The consultant reports directly to East Foundation's Board of Directors. The Board sets the compensation of the CEO.
- Part I, Line 4b
- East Foundation, a related organization, has deferred compensation plans under IRC Section 457(f) covering Robert Neal Wilkins (President and CEO), and Veronica L. Paredez (CFO, Secretary, and Treasurer).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$7,521,024
General support
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Agricultural research · TX
-
501(c)(3) · Support East Foundation · TX
Directly controlled by East Foundation
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
East Foundation Investments LLC
Investment management · TX · income $0 · assets $1,000
Directly controlled by The Diamond Bar Fund
-
CCAAP Fund EF LP
Investment management · TX · income $1,514,698 · assets $7,650,176
Directly controlled by The Diamond Bar Fund
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202642259349301969
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