AUMdb

Rossmoor Fund

EIN 270479896 · 501(c)(3) · Public charity · Walnut Creek, CA · recognized 2010

Assets
$1.0M
Revenue
$537K
Expenses
$415K
Investment income
$36.9K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Louise Dibble Director $0 $0
Wendy Dorband Director $0 $0
Lorraine Gousman Director $0 $0
Christine Kearney Director $0 $0
Elaine Thompson Director $0 $0
Richard Davis Director $0 $0
Claire Le Vine Wolfe President $0 $0
Andrea Szentirmai Secretary $0 $0
Donna Reynolds Vice president $0 $0
Al Zemsky Treasurer $0 $0
Irene Mc Killop Assistant treasurer $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $1.0M $537K $415K 990 990 · obj 202511239349300401 IRS ↗
12/31/2023 $867K $248K $201K 990 990 · obj 202500929349300700 IRS ↗