2021-11-15T21:14:33-06:00 2020-12-31 522370901 ARY ROEPCKE MULCHAEY PC TWO MIRANOVA PLACE SUITE 600 COLUMBUS OH 43215 990PF 2020-01-01 311523574 JON AND SUSAN DIAMOND FAMILY FOUNDATION JONA 7862167356 TWO MIRANOVA PLACE SUITE 600 COLUMBUS OH 43215 SUSAN S DIAMOND PRESIDENT 7862167356 2021-11-10 1 SUSAN DIAMOND 999009999 TOBIAS A HARPER P01499929 6144863600 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 15262567 X 542109 47570 47570 210451 210451 -798630 3097707 0 1500 258021 0 0 0 67748 67748 0 12194 2194 0 3559 0 0 659 459 0 84160 70401 0 1480165 1480165 1564325 70401 1480165 -1562825 187620 1110609 757990 757990 612138 659608 707393 10345490 9016204 12212922 832402 866433 920978 25000 25000 25000 607264 607264 638284 13532903 11932499 15262567 39358 5714 39358 5714 X 0 0 0 0 13493545 11926785 13493545 11926785 13532903 11932499 13493545 -1562825 0 11930720 3935 11926785 WELLS FARGO FIRST QUARTER - SHORT TERM P 2020-01-01 2020-12-31 177861 220386 -42525 -42525 WELLS FARGO SECOND QUARTER - SHORT TERM P 2020-01-01 2020-12-31 12021 16807 -4786 -4786 WELLS FARGO FOURTH QUARTER - SHORT TERM P 2020-01-01 2020-12-31 346269 492826 -146557 -146557 WELLS FARGO FIRST QUARTER - LONG TERM P 2019-01-01 2020-12-31 1095890 1809284 -713394 -713394 WELLS FARGO SECOND QUARTER - LONG TERM P 2019-01-01 2020-12-31 590551 621405 -30854 -30854 WELLS FARGO THIRD QUARTER - LONG TERM P 2019-01-01 2020-12-31 713844 655740 58104 58104 WELLS FARGO FOURTH QUARTER - LONG TERM P 2019-01-01 2020-12-31 80637 79889 748 748 CAPITAL GAINS DIVIDENDS P 80634 80634 80634 -798630 2608 0 2608 0 2608 16804 0 0 0 16804 X 0 14196 14196 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 N/A JON SUSAN DIAMOND 7862167356 9553 HARDING AVE 307 SURFSIDE FL 33154 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0.00 0 0 0 ANN DESHE 10201 COLLINS AVE 1702 BAL HARBOUR FL 33160 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 11992646 1035876 0 13028522 0 0 13028522 195428 12833094 641655 641655 2608 2608 639047 0 639047 0 639047 1480165 0 1480165 0 1480165 639047 0 0 369285 349735 491279 436036 1646335 1480165 0 0 0 639047 841118 0 0 2487453 0 0 0 0 0 0 369285 2118168 349735 491279 436036 841118 SUSAN DIAMOND JON DIAMOND X AMERICAN FRIENDS OF MA'AGALIM 4101 PINE TREE DRIVE UNIT 509 MIAMI BEACH FL 33140 NONE 501(C)3 GENERAL OPERATING 34500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE 501(C)3 GENERAL OPERATING 101200 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE 501(C)3 GENERAL OPERATING 125000 CENTER FOR ADVANCEMENT 8535 CLIFF CAMERON DRIVE CHARLOTTE NC 28269 NONE 501(C)3 GENERAL OPERATING 5000 CLEVELAND CLINIC PHILANTHROPY 9500 EUCLID AVENUE CLEVELAND OH 44195 NONE 501(C)3 GENERAL OPERATING 500 COLUMBUS JEWISH FOUNDATION 1175 COLLEGE AVE COLUMBUS OH 43209 NONE 501(C)3 GENERAL OPERATING 490126 COLUMBUS TORAH ACADEMY 181 NOE BIXBY ROAD COLUMBUS OH 43213 NONE 501(C)3 GENERAL OPERATING 100000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 NONE 501(C)3 GENERAL OPERATING 350534 JEWISH COMMUNITY CENTER 150 E DUBLIN GRANVILLE RD NEW ALBANY OH 43054 NONE 501(C)3 GENERAL OPERATING 5000 THE COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 43205 NONE 501(C)3 GENERAL OPERATING 15000 YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOTT AVENUE SURFSIDE FL 33154 NONE 501(C)3 GENERAL OPERATING 180 ACHIEVE MIAMI 1951 NW 7TH AVE STE 600 MIAMI FL 33136 NONE 501(C)3 GENERAL OPERATING 180 AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 110 E BROWARD BLVD STE 700 FORT LAUDERDALE FL 33301 NONE 501(C)3 GENERAL OPERATING 1996 MONTEFIORE FOUNDATION 111 EAST 210TH STREET BRONX NY 10467 NONE 501(C)3 GENERAL OPERATING 89 PLAY FOR PINK 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 NONE 501(C)3 GENERAL OPERATING 500 CHICAGO JEWISH DAY SCHOOL 3730 N CALIFORNIA AVENUE CHICAGO IL 60618 NONE 501(C)3 GENERAL OPERATING 150000 AT THE WELL PROJECT 3417 ORDWAY STREET NW WASHINGTON DC DC 20016 NONE 501(C)3 GENERAL OPERATING 180 IN CHRISTY'S SHOES 4575 WINCHESTER PIKE STE 2 COLUMBUS OH 43232 NONE 501(C)3 GENERAL OPERATING 180 SPARK PROGRAM 67 E MADISON SUITE 2101 CHICAGO IL 60603 NONE 501(C)3 GENERAL OPERATING 100000 1480165 0 14 47570 14 210451 18 -798630 0 -540609 0 -540609 0 0 0 0 0 0 0 0 0 0 X X 1 SUSAN DIAMOND 9553 HARDING AVE 307 SURFSIDE FL 33154 349718 X 2 JON DIAMOND 9553 HARDING AVE 307 SURFSIDE FL 33154 192391 X 1 1,570 SHARES OF MICROSOFT, INC. 349718 2020-12-29 2 60 SHARES OF MICROSOFT, INC. 192391 2020-12-23 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. WELLS FARGO 866433 920978 WELLS FARGO 9016204 12212922 0 0 659608 707393 COMPUTERSHARE - STATE OF ISRAEL MINISTRY OF FINANCE AT COST 25000 25000 JOHN HANCOCK LIFE INSURANCE POLICY 607264 607264 638284 COST BASIS ADJUSTMENT 3935 ADR FEES 459 459 0 STATE FILING FEES 200 0 0 CREDIT CARD LIABILITY 39358 5714 WELLS FARGO 67748 67748 0 FOREIGN TAX - WELLS FARGO 2194 2194 0 FEDERAL TAX 10000 0 0