SUSAN AND JON DIAMOND FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SUSAN AND JON DIAMOND FAMILY FOUNDATION (EIN 31-1523574)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2023-01-24
IRS object ID: 202300249349100800
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Expenditure Responsibility Stmt
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-01-24T13:19:25-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	221732349	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WISS & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 CAMPUS DRIVE	AddressLine1Txt
City	FLORHAM PARK	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07932	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311523574	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JON AND SUSAN DIAMOND FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JONA	BusinessNameControlTxt
Phone	7862167356	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9553 HARDING AVE 307	AddressLine1Txt
City	SURFSIDE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33154	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUSAN DIAMOND	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7862167356	PhoneNum
Signature	2023-01-19	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SUSAN	PersonFirstNm
Person Last	DIAMOND	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIAN GLAVOTSKY	PreparerPersonNm
PTIN	P01294067	PTIN
Phone	9739949400	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$35,360,649	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$20,009,498	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$186,243	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$291,930	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,383,752	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,831,479	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,515,483	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$22,579,493	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,807,413	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$139,301	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$138,496	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$9,376	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$9,376	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$631	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$149,308	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$147,872	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,355,371	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,355,371	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,504,679	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$147,872	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,355,371	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$21,074,814	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,659,541	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$757,990	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,557,926	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,557,926	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$659,608	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$645,464	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$664,747	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$9,016,204	CorporateStockBOYAmt
Corporate Stock EOY	$22,305,349	CorporateStockEOYAmt
Corporate Stock EOYFMV	$24,578,280	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$866,433	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,067,455	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,078,806	CorporateBondsEOYFMVAmt
Other Investments BOY	$25,000	OtherInvestmentsBOYAmt
Other Investments EOY	$6,849,141	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$6,842,606	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$607,264	OtherAssetsBOYAmt
Other Assets EOY	$607,264	OtherAssetsEOYAmt
Other Assets EOYFMV	$638,284	OtherAssetsEOYFMVAmt
Total Assets BOY	$11,932,499	TotalAssetsBOYAmt
Total Assets EOY	$33,032,599	TotalAssetsEOYAmt
Total Assets EOYFMV	$35,360,649	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$5,714	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$31,000	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$5,714	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$31,000	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$11,926,785	RetainedEarningBOYAmt
Retained Earning EOY	$33,001,599	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,926,785	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$33,001,599	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,932,499	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$33,032,599	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,926,785	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$21,074,814	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$33,001,599	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$33,001,599	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$8,696,928	$4,315,996	$4,380,932	$4,380,932
CAPITAL GAINS DIVIDENDS	P	$134,551		$134,551	$134,551

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,515,483	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$64,768	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$64,768	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$64,768	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$14,196	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$70,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$84,196	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$19,428	OverpaymentAmt
Applied To ES Tax	$19,428	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7862167356	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9553 HARDING AVE 307	AddressLine1Txt
City	SURFSIDE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33154	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN DIAMOND
9553 HARDING AVE 307	SURFSIDE	FL	33154	PRESIDENT	1.00	$0	$0	$0
JON DIAMOND
9553 HARDING AVE 307	SURFSIDE	FL	33154	VICE-PRESIDENT	0.25	$0	$0	$0
ANN DESHE
10201 COLLINS AVE 1702	BAL HARBOUR	FL	33160	SECRETARY	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$12,886,663	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,124,958	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,063,284	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$23,074,905	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$23,074,905	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$346,124	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$22,728,781	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,136,439	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,136,439	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$64,768	TaxBasedOnInvestmentIncomeAmt
Total Tax	$64,768	TotalTaxAmt
Distributable Before Adj	$1,071,671	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,071,671	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,071,671	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,355,371	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,355,371	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,071,671	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$349,735	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$491,279	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$436,036	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$841,118	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,118,168	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,355,371	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,071,671	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$283,700	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,401,868	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,401,868	ExcessDistriCyovToNextYrAmt
Excess From Year4	$349,735	ExcessFromYear4Amt
Excess From Year3	$491,279	ExcessFromYear3Amt
Excess From Year2	$436,036	ExcessFromYear2Amt
Excess From Year1	$841,118	ExcessFromYear1Amt
Excess From Current Year	$283,700	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SUSAN DIAMOND	ContributingManagerNm
Contributing Manager	JON DIAMOND	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
AFTER HOURS PROJECT INC (CJF)
1204 BROADWAY	BROOKLYN	NY	11221	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$360
AIPAC FOUNDATION (AIEF) - DIAMOND INTERNSHIP PROGRAM
251 H ST NW	WASHINGTON	DC	20001	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$125,000
AMERICAN FRIENDS OF MA'AGALIM
4101 PINE TREE DRIVE UNIT 509	MIAMI BEACH	FL	33140	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$82,500
AMERICAN ISRAEL EDUCATION FOUNDATION (AIEF) IHO
251 H ST NW	WASHINGTON	DC	20001	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$180
ASPEN JAZZ
110 E HALLAM ST 104	ASPEN	CO	81611	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$22,900
ASPEN THEATER
110 E HALLAM ST 104	ASPEN	CO	81611	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
ASPEN VALLEY HOSPITAL
401 CASTLE CREEK RD	ASPEN	CO	81611	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$200,000
CHABAD ASPEN RABBI MENDEL MINTZ
435 W MAIN ST	ASPEN	CO	81611	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,360
CHABAD LORI SCHOTTENSTEIN CHABAD HOUSE
6208 E DUBLIN GRANVILLE RD	NEW ALBANY	OH	43054	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$18,000
CHABAD OSU SCHOTTENSTEIN CHABAD HOUSE
207 E 15TH AVE	COLUMBUS	OH	43201	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$2,000
CHALLENGED ATHLETES FOUNDATION - RON DAVIES
9591 WAPLES ST	SAN DIEGO	CA	92121	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$1,000
COLUMBUS TORAH ACADEMY
181 NOE BIXBY RD	COLUMBUS	OH	43213	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$101,000
EB RESEARCH
244 MADISON AVE SUITE 104	NEW YORK	NY	10016	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
FEDERATION COLUMBUS
1175 COLLEGE AVE	COLUMBUS	OH	43209	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$360,000
FEDERATION MIAMI
4200 BISCAYNE BLVD	MIAMI	FL	33137	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$50,000
FRIENDS OF IDF
1801 NE 123RD ST 301	NORTH MIAMI	FL	33181	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,108
HATZALAH UNITED OF ISRAEL
				NONE	NC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000	YIRMIYAHU ST 78	JERUSALEM	IS	94467
INTEGRITY FIRST FOR AMERICA
AMERICA PO BOX 1831	NEW YORK	NY	10156	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$250
ISGAP
165 EAST 56TH STREET	NEW YORK	NY	10022	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$33,333
JEWISH INFO CENTER JERUSALEM JEFF SEIDEL (OHEL AVRAHAM)
PO BOX 95016	PALATINE	IL	60095	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$1,800
JEWISH NATIONAL FUND (JNF)
42 EAST 69TH STREET	NEW YORK	NY	10021	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$15,000
JINSA
1101 14TH STREET NW SUITE 1030	WASHINGTON	DC	20005	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
MAGEN DAVID ADOM
20 W 36TH STREET SUITE 1100	NEW YORK	NY	10018	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$100,000
MIAMI JEWISH FILM FESITVAL
4200 BISCAYNE BLVD	MIAMI	FL	33137	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$5,000
MOADON KOL CHADASH SCHOOL (JILLIAN) MJF
2464 N CLYBOURN AVE	CHICAGO	IL	60614	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
MOISHE HOUSE
5802 MONROE ROAD	CHARLOTTE	NC	28212	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
MT SINAI FLORIDA
4300 ALTON RD	MIAMI BEACH	FL	33140	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$15,000
NATIONAL JEWISH HEALTH (NTL)
1400 JACKSON STREET S718B	DENVER	CO	80206	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
PRO ISRAEL AMERICA
455 MASSACHUSETTS AVE NW STE 225	WASHINGTON	DC	20001	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$20,000
SIX POINT
740 4TH STREET NORTH SUITE 239	PETERSBURG	FL	33701	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$80,000
STAR AWARD - IHO WEILER FAMILY
85 E GAY STREET STE 700	COLUMBUS	OH	43215	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$5,000
THE SHUL OF BAL HARBOUR
9540 COLLINS AVE	SURFSIDE	FL	33154	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$1,980
TZEDEK ASSOC - IHO JEFF AEDER AFGHAN UPDATE
853 N ELSTON AVE	CHICAGO	IL	60642	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$3,600
UNIVERSITY OF MIAMI
1320 S DIXIE HWY	CORAL GABLES	FL	33146	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$1,000
WASHINGTON INSTITUTE OF NEAR EAST POLICIES
1111 19TH STREET NW SUITE 500	WASHINGTON	DC	20036	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000
YOUNG ISRAEL OF BAL HARBOUR
9580 ABBOTT AVE	SURFSIDE	FL	33154	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,355,371	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$186,243	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,383,752	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,569,995	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,569,995	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
ARI DESHE
1	10201 COLLINS AVE 1702	BAL HARBOUR	FL	33160	$1,984,233	Yes (X)	Yes (X)
JACOB DIAMOND
2	9553 HARDING AVE 307	SURFSIDE	FL	33154	$103,262		Yes (X)
JILLIAN GILKSBERG
3	9553 HARDING AVE 307	SURFSIDE	FL	33154	$2,957,386		Yes (X)
JON DIAMOND
4	9553 HARDING AVE 307	SURFSIDE	FL	33154	$1,542,133		Yes (X)
JOSH DIAMOND
5	9553 HARDING AVE 307	SURFSIDE	FL	33154	$2,395,832		Yes (X)
SUSAN DIAMOND
6	9553 HARDING AVE 307	SURFSIDE	FL	33154	$11,026,652		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (28 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	55 SHARES OF GOOGLE	$151,089	2021-10-07
1	495 SHARES OF FACEBOOK	$165,152	2021-10-07
1	11,676 SHARES OF APPLE	$1,657,992	2021-10-07
2	319 SHARES OF HENNESSY	$52,850	2021-12-30
2	36 SHARES OF SHOPIFY	$50,412	2021-12-30
3	4859 SHARES OF PRUDENTIAL	$529,923	2021-12-29
3	1840 SHARES OF APPLE	$330,059	2021-12-30
3	61 SHARES OF AMAZON	$206,425	2021-12-30
3	245 SHARES OF AMERICAN WATER	$45,911	2021-12-30
3	335 SHARES OF DANAHER CORP	$109,405	2021-12-30
3	109 SHARES OF GOOGLE	$319,380	2021-12-30
3	169 SHARES OF THERMO FISHER SCI.	$112,001	2021-12-30
3	1,255 SHARES OF MICROSOFT	$429,147	2021-12-30
3	165 SHARES OF SEA LTD	$35,295	2021-12-30
3	58,000 SHARES OF DESIGNER BRAND	$839,840	2021-12-30
4	452 SHARES OF APPLE	$79,389	2021-12-23
4	140 SHARES OF AMAZON	$478,904	2021-12-23
4	800 SHARES OF TEXAS PACIFIC	$983,840	2021-12-23
5	38,268 SHARES OF DESIGNER BRAND	$544,936	2021-12-29
5	127,122 SHARES OF DESIGNER BRAND	$1,850,896	2021-12-30
6	8,000 SHARES OF FACEBOOK	$2,692,640	2021-06-08
6	802 SHARES OF META	$268,028	2021-12-22
6	3,000 SHARES OF ORMAT TECHNOLOGIES	$225,870	2021-12-23
6	952 SHARES OF META	$319,148	2021-12-27
6	498 SHARES OF MASTERCARD	$179,569	2021-12-27
6	280,898 SHARES OF DESIGNER BRAND	$4,092,884	2021-12-31
6	470 SHARES OF META	$161,850	2021-12-31
6	35,879 SHARES OF NEW WORLD FD-A	$3,086,663	2021-12-31

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HATZALAH UNITED OF ISRAEL	BusinessNameLine1Txt

Foreign Address ForeignAddress

Field	Value	IRS element (for citing)
Address Line1	YIRMIYAHU ST 78	AddressLine1Txt
City	JERUSALEM	CityNm
Country	IS	CountryCd
Foreign Postal	94467	ForeignPostalCd

Field	Value	IRS element (for citing)
Grant	2021-06-30	GrantDt
Grant	$10,000	GrantAmt
Purpose Of Grant	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE AND TO ASSIST IN COVERING A PORTION OF THE OPERATING COSTS OF THE CHARITABLE ORGANIZATION.	PurposeOfGrantTxt
Expended By Grantee	$10,000	ExpendedByGranteeAmt
Any Diversion By Grantee	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	12/31/21	DatesOfReportsByGranteeTxt
Verification	2021-06-30	VerificationDt
Results Of Verification	THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.	ResultsOfVerificationTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501(C)(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED. THE ORGANIZATION IS AUTHORIZED TO DO BUSINESS IN THE STATE OF FLORIDA. STATE OF FLORIDA HAS NO REGISTRATION REQUIREMENT WITH THE OFFICE OF THE ATTORNEY GENERAL FOR AN ORGANIZATION THAT DID NOT ENGAGE IN SOLICITATION OF CONTRIBUTIONS.	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	WELLS FARGO	BondNm
EOY Book Value	$1,067,455	EOYBookValueAmt
EOYFMV	$1,078,806	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	WELLS FARGO	StockNm
EOY Book Value	$22,305,349	EOYBookValueAmt
EOYFMV	$24,578,280	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$645,464	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$664,747	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$6,849,141	BookValueAmt
EOYFMV	$6,842,606	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	JOHN HANCOCK LIFE INSURANCE POLICY	Desc
BOY Book Value	$607,264	BOYBookValueAmt
EOY Book Value	$607,264	EOYBookValueAmt
EOYFMV	$638,284	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER - MISCELLANEOUS	Desc
Revenue And Expenses Per Books	$631	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CREDIT CARD LIABILITY	Desc
BOY Book Value	$5,714	BOYBookValueAmt
EOY Book Value	$31,000	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$79,301	$78,496	$0
CONSULTANT	$60,000	$60,000	$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
SUSAN DIAMOND
9553 HARDING AVE 307	SURFSIDE	FL	33154
JON DIAMOND
9553 HARDING AVE 307	SURFSIDE	FL	33154

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$9,376	Amt
Net Investment Income	$9,376	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt