AUMdb

Dream Big Fund Tr

EIN 936764767 · 501(c)(3) · Public charity · Nashville, TN · recognized 2024

Assets
$3.5M
Revenue
$124K
Expenses
$16.1K
Investment income
$124K

Form 990 fiscal year ended 06/30/2025

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
William Anders Hall Chairman $0 $0
Stephen Cook Treasurer $0 $0
Marcus Whitney Secretary $0 $0
Cynthia Whitfield Story Trustee $0 $0
Hoyt Halvorson Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $3.5M $124K $16.1K 990 990 · obj 202543259349300244 IRS ↗
06/30/2024 $3.1M $3.1M $0 990 990 · obj 202531489349301618 IRS ↗