2025-11-14T16:05:04-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 990PF 2024-01-01 311523574 JON AND SUSAN DIAMOND FAMILY FOUNDATION JONA 7862167356 16690 COLLINS AVE STE 1103 SUNNY ISLES BEACH FL 33160 SUSAN DIAMOND PRESIDENT 7862167356 2025-11-14 1 0 SAMUEL KIM P01265580 2135932300 2024 2025-03-06 01:10:19Z X 41362916 X 2542290 892548 1526462 291380 503304 0 293 -102445 3726511 1424017 0 0 0 7308 0 0 407703 481724 0 41323 1175 10588 0 416186 533635 0 1935419 1935419 2351605 533635 1935419 1374906 890382 758320 1059969 1059969 571970 492208 492208 13508235 16614376 16614376 803566 691435 691435 21360399 21452932 21452932 973139 1051996 1051996 37975629 41362916 41362916 2923 0 123831 0 126754 X 0 0 0 0 37975629 41236162 37975629 41236162 37975629 41362916 37975629 1374906 3189359 42539894 1303732 41236162 GLAZER ENHANCED FUND LP P 2024-01-01 2024-12-31 36950 36950 GLAZER ENHANCED FUND LP P 2023-01-01 2024-12-31 4614 4614 UNION SQUARE PARK PARTNERS P 2024-01-01 2024-12-31 -21236 -21236 UNION SQUARE PARK PARTNERS P 2023-01-01 2024-12-31 -2210 -2210 DIAMOND FAMILY INVESTMENTS P 2024-01-01 2024-12-31 -2520185 -2520185 DIAMOND FAMILY INVESTMENTS P 2023-01-01 2024-12-31 918137 918137 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 503304 375001 128303 128303 CAPITAL GAINS DISTRIBUTIONS P 2023-01-01 2024-12-31 163016 163016 SPRUCE POINT RESEARCH ACTIVISIM PARTNERS LP P 2024-01-01 2024-12-31 42416 42416 SPRUCE POINT RESEARCH ACTIVISIM PARTNERS LP P 2023-01-01 2024-12-31 2824 2824 -1247371 12376 0 12376 0 12376 14302 0 0 0 14302 0 1926 1926 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH FL 0 0 1 0 0 0 N/A THE FOUNDATION 7862167356 16690 COLLINS AVE STE 1103 SUNNY ISLES BEACH FL 33160 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 0.25 0 0 0 ANN DESHE 10201 COLLINS AVE 1702 BAL HARBOUR FL 33160 SECRETARY 0.25 0 0 0 NONE 0 MORGAN STANLEY & CO 1585 BROADWAY NEW YORK NY 10036 INVESTMENT MANAGEMENT 105483 0 0 21784711 124975 11726179 33635865 0 0 33635865 504538 33131327 1656566 1656566 12376 9736 22112 1634454 0 1634454 0 1634454 1935419 0 1935419 1634454 0 0 436036 841118 283700 2138311 3699165 1935419 0 0 0 1634454 300965 0 0 4000130 0 0 0 0 0 0 436036 3564094 841118 283700 2138311 300965 SUSAN DIAMOND JON DIAMOND X AFMDA 20 W 36TH STREET SUITE 1100 NEW YORK NY 10016 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AFMDA 20 W 36TH STREET SUITE 1100 NEW YORK NY 10016 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AFMDA 20 W 36TH STREET SUITE 1100 NEW YORK NY 10016 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AIEF 251 H STREET NW WASHINGTON DC DC 20001 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AIEF 251 H STREET NW WASHINGTON DC DC 20001 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AIEF 251 H STREET NW WASHINGTON DC DC 20001 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AIEF 251 H STREET NW WASHINGTON DC DC 20001 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 AISH HA TORAH 4010 N 46TH AVE HOLLYWOOD FL 33021 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 32000 AMERICAN FRIENDS OF MAAGLIM 4101 PINE TREE DRIVE UNIT 509 MIAMI BEACH FL 33140 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 22500 BIRTHRITE ISRAEL PO BOX 21615 NEW YORK NY 10087 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 CLEVELAND CLINIC 9500 EUCLID AVE CLEVELAND OH 44195 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 1800 COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVENUE COLUMBUS OH 43209 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 377592 COLUMBUS JEWISH FOUNDATION 1175 COLLEGE AVE COLUMBUS OH 43209 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 153037 FRIENDS OF THE IDF 1801 NE 123RD STREET 301 NORTH MIAMI NY 33181 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 18000 FRIENDS OF THE IDF 1801 NE 123RD STREET 301 NORTH MIAMI NY 33181 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 5000 GREATER MIAMI JEWISH FED STANLEY C MYERS BUILDING 4200 BISCAYNE BLVD MIAMI FL 331373279 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 272 GREATER MIAMI JEWISH FED STANLEY C MYERS BUILDING 4200 BISCAYNE BLVD MIAMI FL 331373279 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 200000 JEWISHMIAMIORG STANLEY C MYERS BUILDING 4200 BISCAYNE BLVD MIAMI FL 331373279 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 JEWISHMIAMIORG STANLEY C MYERS BUILDING 4200 BISCAYNE BLVD MIAMI FL 331373279 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 10000 JNFORG 42 E 69TH STREET NEW YORK NY 10021 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 15000 MIAMI JEWISH FILM 4200 BISCAYNE BLVD MIAMI FL 33137 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 5000 OPEN DOR 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 33351 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 18000 OPEN DOR 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 33351 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 40000 PALM COLLECTIVE 13033 RIDGEDALE DRIVE 239 MINNETONKA MN 55035 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 100000 PALM COLLECTIVE 13033 RIDGEDALE DRIVE 239 MINNETONKA MN 55035 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 100000 QUNCSYYACHADTEACH 40 RECTOR ST 4TH FLOOR NEW YORK NY 10006 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 10000 SIX POINT 740 4TH STREET NORTH SUITE 239 ST PETERSBURG FL 33701 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 120000 THE SHUL OPERATING 9540 COLLINS AVE SURFSIDE FL 33154 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 1024 THE WASHINGTON INSTITUTUTE 1111 19TH STREET NW SUITE 500 WASHINGTON DC DC 20036 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 5000 THIRD OPTION FOUNDATION 12007 SUNRISE VALLEY DRIVE SUITE 105 RESTON VA 20191 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 10000 TIKVAH FUND JLC 165 EAST 56TH STREET 4TH FLOOR NEW YORK NY 10022 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 12500 TIKVAH FUND JLC 165 EAST 56TH STREET 4TH FLOOR NEW YORK NY 10022 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 100000 TIKVAH FUND JLC 165 EAST 56TH STREET 4TH FLOOR NEW YORK NY 10022 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 50000 WILLARD CHILDREN'S CHARITABLE FOUNDATION PO BOX 8960 SPRINGFIELD MO 65801 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 232 YASHAR LACHAYAL 9100 S DADELAND BLVD STE 1600 MIAMI FL 331567817 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 25000 YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOTT AVENUE SURFSIDE FL 33154 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 25000 YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOTT AVENUE SURFSIDE FL 33154 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 4902 YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOTT AVENUE SURFSIDE FL 33154 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 5098 YOUNG ISRAEL OF HOLLYWOOD 3291 STIRLING ROAD FORT LAUDERDALE FL 33312 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE. 18462 1935419 0 14 892548 14 293 18 -1247371 0 -354530 0 -354530 0 0 0 0 0 0 0 0 0 0 X X 1 SUSAN DIAMOND 16690 COLLINS AVE STE 1103 SUNNY ISLES BEACH FL 33160 1351530 X 2 JON DIAMOND 16690 COLLINS AVE STE 1103 SUNNY ISLES BEACH FL 33160 1190760 X 1 1,000 SHS OF TEXAS PACIFIC LAND CORPORATION (TPL) 1351530 2024-11-15 2 969 SHS OF TEXAS PACIFIC LAND CORPORATION (TPL) 1190760 2024-11-05 ACCOUNTING FEES 7308 0 0 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. NOVARTIS CAPITAL CORP 24698 24698 GLOBAL PAYMENTS INC 9586 9586 HOME DEPOT INC/THE 24568 24568 DTE ENERGY CO 24189 24189 ROYAL BANK OF CANADA 24427 24427 EQUINIX INC 23236 23236 TOYOTA MOTOR CREDIT CORP 24996 24996 COMCAST CORP 23817 23817 FEDEX CORP 23177 23177 KEYCORP 35576 35576 ASTRAZENECA PLC 20818 20818 LOCKHEED MARTIN CORP 23232 23232 DTE ENERGY CO 49231 49231 NOVARTIS CAPITAL CORP 24698 24698 HOME DEPOT INC/THE 24568 24568 UNITED PARCEL SERVICE INC 24051 24051 ELEVANCE HEALTH INC 48644 48644 VENTAS REALTY LP 24334 24334 CHARLES SCHWAB CORP/THE 46828 46828 KEYCORP 44470 44470 ROYAL BANK OF CANADA 20996 20996 LOCKHEED MARTIN CORP 101295 101295 ACCENTURE PLC IRELAND CL A (ACN) 91465 91465 ALPHABET INC CL A (GOOGL) 495966 495966 AMAZON COM INC (AMZN) 580506 580506 APPLE INC (AAPL) 159267 159267 BROADCOM INC (AVGO) 299074 299074 CDW CORPORATION (CDW) 56563 56563 DANAHER CORPORATION (DHR) 81720 81720 DESIGNER BRANDS INC CL A (DBI) 1499995 1499995 ELI LILLY & CO (LLY) 511836 511836 FREEPORT-MCMORAN CL-B (FCX) 38385 38385 KROGER CO (KR) 122300 122300 LAM RESEARCH CORPORATION NEW (LRCX) 174074 174074 LOWES COMPANIES INC (LOW) 95758 95758 MASTERCARD INC CL A (MA) 314362 314362 MERCK & CO INC NEW COM (MRK) 176080 176080 MICROSOFT CORP (MSFT) 128558 128558 NEBIUS GROUP N.V. CLASS A (NBIS) 1717 1717 NVIDIA CORPORATION (NVDA) 134290 134290 ORMAT TECHNOLOGIES INC (ORA) 203160 203160 PROGRESSIVE CORP OHIO (PGR) 350549 350549 TEXAS PACIFIC LAND CORPORATION (TPL) 4831939 4831939 THERMO FISHER SCIENTIFIC (TMO) 96763 96763 TRANE TECHNOLOGIES PLC (TT) 66852 66852 UNITEDHEALTH GP INC (UNH) 189192 189192 VERALTO CORP (VLTO) 12018 12018 ALERIAN MLP ETF (AMLP) 144480 144480 ISHARES CMBS ETF (CMBS) 18880 18880 ISHARES CORE S&P SMALL CAP E (IJR) 153243 153243 ISHARES GOLD TRUST (IAU) 173285 173285 ISHARES S&P MIDCAP 400 INDEX (IJH) 354544 354544 ISHARES SILVER SHARES (SLV) 13165 13165 SPDR GOLD TR GOLD SHS (GLD) 84019 84019 VANGUARD FTSE DEVELOPED MKTS E (VEA) 698363 698363 ACUSHNET HOLDINGS CORP (GOLF) 11302 11302 APTARGROUP INC (ATR) 2514 2514 ARTISAN PARTNERS ASSET MGMT (APAM) 5812 5812 ASPEN TECHNOLOGY INC (AZPN) 4743 4743 BANCFIRST CORP (BANF) 5156 5156 BHP GROUP LIMITED ADR (BHP) 7617 7617 CLEARWATER ANALYTICS HOLDINGS (CWAN) 2587 2587 CORVEL CORP (CRVL) 13017 13017 DONALDSON CO INC (DCI) 2694 2694 EMCOR GROUP INC (EME) 32681 32681 ENN ENERGY HOLDINGS LTD UNSPON (XNGSY) 2301 2301 FACTSET RESEARCH SYSTEMS INC (FDS) 6724 6724 FIRST HAWAIIAN INC (FHB) 6877 6877 FTI CONSULTING INC (FCN) 12423 12423 GRACO INC (GGG) 7923 7923 HAIER SMART HOME CO LTD ADR (HSHCY) 9955 9955 INNOVEX INTERNATIONAL INC (INVX) 908 908 JACK HENRY & ASSOC INC (JKHY) 3155 3155 LANDSTAR SYSTEM INC (LSTR) 7390 7390 LCI INDS (LCII) 4239 4239 LINDE PLC (LIN) 5443 5443 LONZA GROUP AG ZUERICH ADR (LZAGY) 6385 6385 MANHATTAN ASSOC INC (MANH) 14052 14052 MOELIS & COMPANY CL A (MC) 9752 9752 NEBIUS GROUP N.V. CLASS A (NBIS) 1247 1247 PHARMACEUTICAL GRP LTD (CSPCY) 1838 1838 PRICESMART INC (PSMT) 3595 3595 PRIMERICA INC (PRI) 15200 15200 RBC BEARINGS INC (RBC) 7778 7778 RIGHTMOVE PLC UNSPON ADR (RTMVY) 7122 7122 RLI CORP (RLI) 5439 5439 SIMPSON MANUFACTURING CO INC (SSD) 14759 14759 TELEDYNE TECH INC (TDY) 5105 5105 TORO CO (TTC) 5287 5287 WATTS WTR TECH INC A (WTS) 8539 8539 WOODSIDE ENERGY GROUP LTD ADR (WDS) 874 874 XP INC (XP) 1469 1469 ISHARES CMBS ETF (CMBS) 49890 49890 ISHARES S&P MIDCAP 400 INDEX (IJH) 518731 518731 SPDR GOLD TR GOLD SHS (GLD) 105569 105569 VANGUARD FTSE DEVELOPED MKTS E (VEA) 843449 843449 DESIGNER BRANDS INC CL A (DBI) 664243 664243 ALPHABET INC CL C (GOOG) 415159 415159 AMAZON COM INC (AMZN) 267656 267656 AMERICAN WATER WORKS CO (AWK) 30500 30500 APPLE INC (AAPL) 249168 249168 DANAHER CORPORATION (DHR) 76899 76899 MICROSOFT CORP (MSFT) 84174 84174 PRUDENTIAL FINANCIAL INC (PRU) 575937 575937 SEA LIMITED ADR (SE) 17507 17507 THERMO FISHER SCIENTIFIC (TMO) 87919 87919 VERALTO CORP (VLTO) 11305 11305 492208 492208 0 0 INVESCO TREASURY PTF INSTL (TRPXX) FMV 430071 430071 BLACKROCK GLOBAL L/S CREDIT K (BDMKX) FMV 157320 157320 EV GLOBAL MACRO ABSOLUT RET R6 (EGMSX) FMV 157146 157146 INVESCO DEVELOPING MKTS R6 (ODVIX) FMV 104660 104660 OAKMARK INTERNATIONAL R6 (OAZIX) FMV 440889 440889 PIMCO COMM REAL RET STRAT INST (PCRIX) FMV 102294 102294 ACADIAN EMERGING MKTS PTF I (AEMZX) FMV 306833 306833 BLACKROCK GLOBAL L/S CREDIT K (BDMKX) FMV 134074 134074 COHO RELATIVE VAL EQ ADV (COHOX) FMV 527710 527710 EDGEWOOD GROWTH INSTL (EGFIX) FMV 721172 721172 EV GLOBAL MACRO ABSOLUT RET R6 (EGMSX) FMV 146277 146277 OAKMARK INTERNATIONAL R6 (OAZIX) FMV 300662 300662 PIMCO COMM REAL RET STRAT INST (PCRIX) FMV 109601 109601 INVESCO TREASURY PTF INSTL (TRPXX) FMV 421204 421204 INVESCO TREASURY PTF INSTL (TRPXX) FMV 17393019 17393019 JOHN HANCOCK LIFE INSURANCE POLICY 675958 675958 675958 COMMODITIES 297181 376038 376038 PRIOR PERIOD ADJUSTMENT 1303732 FROM K-1S - ORDINARY INCOME -150673 FROM K-1S - OTHER INCOME 48232 FROM K-1S - SEC 1231 LOSSES -4 OTHER INCOME 293 0 0 FEDERAL TAX REFUND 0 0 0 FROM K-1S - NET RENTAL REAL ESTATE INCOME 0 UNREALIZED GAIN 3189359 OTHER CURRENT LIABILITIES 0 123831 BROKER FEES 105042 105483 0 CONSULTING FEES 55000 62308 0 FROM K-1S - 2% PORTFOLIO DEDUCTIONS 0 3453 0 FROM K-1S - OTHER DEDUCTIONS 0 62819 0 MANAGEMENT FEES 247661 247661 0 SUSAN DIAMOND 16690 COLLINS AVE STE 1103 SUNNY ISLES BEACH FL 33160 JON DIAMOND 16690 COLLINS AVE STE 1103 SUNNY ISLES BEACH FL 33160 FOREIGN TAX 1175 10588 0