Private foundation (trust)EIN 471154425Est. 2017-09
FINANCIAL FORUM
WALNUT CREEK, CA 94595
Total Assets
$7K
FY 2024
Annual Giving
—
FY 2024
Grants Made
0
FY 2024
Avg Grant
—
FY 2024
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$6KFinancial forum monthly speaker events provide financial education for our 400 members. The topics include trust and estate planning, long term care insurance, etc.
Program 2
$1KMarket moguls teaches our 400 members about stocks, bonds, commodities and alternative investments,
Program 3
$225Monthly movies provides our members with documentaries and real life experiences.
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$9K
Total Expenses
$7K
Qualifying Distributions
$7K
Distributable Amount
$495
Min. Investment Return
$495
Payout rate
Qualifying distributions as a share of distributable amount.
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