2020-11-16T14:06:18-06:00 2019-12-31 522370901 ARY ROEPCKE MULCHAEY PC TWO MIRANOVA PLACE SUITE 600 COLUMBUS OH 43215 990PF 2019-01-01 311523574 JON AND SUSAN DIAMOND FAMILY FOUNDATION JONA 7862167356 TWO MIRANOVA PLACE SUITE 600 COLUMBUS OH 43215 SUSAN S DIAMOND PRESIDENT 7862167356 2020-11-11 1 RICHARD E ARY P00100849 6144863600 2020-11-11 76.190.26.98 2020-11-11 18:46:09 ES P A33B3ADAB937607C9453475C78963F09CEE5DAA2 A33B3ADAB937607C9453475C78963F09CEE5DAA2 2019 2021-04-22 16:20:28Z X 14914928 X 607264 62945 62945 298828 298828 -51735 1366851 0 917302 361773 0 0 0 70085 70085 0 33165 3165 0 43314 0 0 2637 587 0 149201 73837 0 1099664 1099664 1248865 73837 1099664 -331563 287936 693760 1110609 1110609 667348 612138 622854 10753563 10345490 11670961 731353 832402 847220 1045725 25000 25000 0 607264 638284 13891749 13532903 14914928 61000 39358 61000 39358 X 0 0 0 0 13830749 13493545 13830749 13493545 13891749 13532903 13830749 -331563 0 13499186 5641 13493545 WELLS FARGO FIRST QUARTER - SHORT TERM P 2019-01-01 2019-12-31 20215 28130 -7915 -7915 WELLS FARGO SECOND QUARTER - SHORT TERM P 2019-01-01 2019-12-31 51489 52465 -976 -976 WELLS FARGO THIRD QUARTER - SHORT TERM P 2019-01-01 2019-12-31 5692 4373 1319 1319 WELLS FARGO FOURTH QUARTER - SHORT TERM P 2019-01-01 2019-12-31 84145 80170 3975 3975 WELLS FARGO FIRST QUARTER - LONG TERM P 2018-01-01 2019-12-31 366880 368883 -2003 -2003 WELLS FARGO SECOND QUARTER - LONG TERM P 2018-01-01 2019-12-31 275991 321443 -45452 -45452 WELLS FARGO THIRD QUARTER - LONG TERM P 2018-01-01 2019-12-31 193606 201850 -8244 -8244 WELLS FARGO FOURTH QUARTER - LONG TERM P 2018-01-01 2019-12-31 309641 291900 17741 17741 VIBRANT OPPORTUNITY FUND P 2013-12-15 2019-12-31 69372 -69372 -69372 CAPITAL GAINS DIVIDENDS P 59192 59192 59192 -51735 0 1080908 13317057 0.081167 957957 12475082 0.076790 354350 12187743 0.029074 952604 12763410 0.074636 699081 8748059 0.079913 0.341580 0.068316 13330136 910662 2879 913541 1099664 X 2879 0 2879 0 2879 10880 10000 0 20880 X 0 18001 18001 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 12675499 857634 0 13533133 0 0 13533133 202997 13330136 666507 666507 2879 2879 663628 0 663628 0 663628 1099664 0 1099664 2879 1096785 663628 0 0 269276 369285 349735 491279 1479575 1099664 0 0 0 663628 436036 0 0 1915611 0 0 0 0 0 0 269276 1646335 369285 349735 491279 436036 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 41000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE 501(C)3 GENERAL OPERATING 125000 ASPEN THEATER 110 EAST HALLAM ST STE 103 ASPEN CO 81611 NONE 501(C)3 GENERAL OPERATING 10000 CENTER FOR ADVANCEMENT 8535 CLIFF CAMERON DRIVE CHARLOTTE NC 28269 NONE 501(C)3 GENERAL OPERATING 2500 COLUMBUS JEWISH FOUNDATION 1175 COLLEGE AVE COLUMBUS OH 43209 NONE 501(C)3 GENERAL OPERATING 410866 COLUMBUS TORAH ACADEMY 181 NOE BIXBY ROAD COLUMBUS OH 43213 NONE 501(C)3 GENERAL OPERATING 50000 EB RESEARCH PARTNERSHIP 132 EAST 43RD STREET SUITE 432 NEW YORK NY 10017 NONE 501(C)3 GENERAL OPERATING 15000 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON CENTRE MA 02459 NONE 501(C)3 GENERAL OPERATING 658 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE 501(C)3 GENERAL OPERATING 180 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 NONE 501(C)3 GENERAL OPERATING 360000 HOPE FOR HILLTRIBES PO BOX 14091 COLUMBUS OH 43214 NONE 501(C)3 GENERAL OPERATING 1000 JEWISH COMMUNITY CENTER 150 E DUBLIN GRANVILLE RD NEW ALBANY OH 43054 NONE 501(C)3 GENERAL OPERATING 5000 JEWISH COMMUNITY SERVICES FL 18999 BISCAYNE BLVD MIAMI FL 33180 NONE 501(C)3 GENERAL OPERATING 360 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE RYE BROOK NY 10573 NONE 501(C)3 GENERAL OPERATING 250 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 NONE 501(C)3 GENERAL OPERATING 10000 THE ALEPH INSTITUTE 9540 COLLINS AVE SURFSIDE FL 33154 NONE 501(C)3 GENERAL OPERATING 1800 THE HELP GROUP 13130 BURBANK BLVD SHERMAN OAKS CA 91401 NONE 501(C)3 GENERAL OPERATING 10000 THE ISRAEL FOREVER FOUNDATION 1146 19TH STREET NW WASHINGTON DC 20036 NONE 501(C)3 GENERAL OPERATING 1000 HE LYMPHOMA RESEARCH FOUNDATION 88 PINE STREET SUITE 2400 NEW YORK NY 10005 NONE 501(C)3 GENERAL OPERATING 2500 THE MT SINAI HEALTH CARE FOUNDATION 11000 EUCLID AVE CLEVELAND OH 44106 NONE 501(C)3 GENERAL OPERATING 15000 THE OHIO STATE UNIVERSITY WEXNER MEDICAL CENTER 660 ACKERMAN ROAD COLUMBUS OH 43218 NONE 501(C)3 GENERAL OPERATING 1000 THE WASHINGTON INSTITUTE OF NEA 1111 19TH STREET NW STE 500 WASHINGTON DC 20036 NONE 501(C)3 GENERAL OPERATING 10000 YESHIVA UNIVERSITY 500 W 185TH ST NEW YORK NY 10033 NONE 501(C)3 GENERAL OPERATING 25000 YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOTT AVENUE SURFSIDE FL 33154 NONE 501(C)3 GENERAL OPERATING 1550 1099664 0 14 62945 14 298828 18 -51735 0 310038 0 310038 0 0 0 0 0 0 0 0 0 0 X X 1 JON DIAMOND 9553 HARDING AVE 307 SURFSIDE FL 33154 607264 X 1 JOHN HANCOCK LIFE INSURANCE POLICY (CASH SURRENDER VALUE) 607264 2019-08-29 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 832402 847220 WELLS FARGO 10345490 11670961 0 0 612138 622854 COMPUTERSHARE - STATE OF ISRAEL MINISTRY OF FINANCE AT COST 25000 25000 JOHN HANCOCK LIFE INSURANCE POLICY 0 607264 638284 COST BASIS ADJUSTMENT 5641 ADR FEES 587 587 0 STATE FILING FEES 200 0 0 BANK FEES 400 0 0 OFFICE EXPENSE 1450 0 0 CREDIT CARD LIABILITY 61000 39358 WELLS FARGO 70085 70085 0 FOREIGN TAX - WELLS FARGO 3165 3165 0 FEDERAL TAX 30000 0 0