Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DIAMONDSTON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)610 SHACKAMAXON DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTFIELD, NJ07090
A Employer identification number

13-4112479
B Telephone number (see instructions)

(908) 272-6302
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,389,251J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 46,163 46,163  
4 Dividends and interest from securities... 36,633 36,633  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,839
b Gross sales price for all assets on line 6a 768,186
7 Capital gain net income (from Part IV, line 2)... 23,839
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 106,635 106,635  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,356 4,356    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,038 2,038    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 559     559
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,852      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,805 6,394   559
25 Contributions, gifts, grants paid....... 125,575 125,575
26 Total expenses and disbursements. Add lines 24 and 25 150,380 6,394   126,134
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,745
b Net investment income (if negative, enter -0-) 100,241
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 15,984    
2 Savings and temporary cash investments......... 42,226 78,525 78,525
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,137,583 Click to see attachment
List of Attached Documents:
// Content
2,073,523 		2,310,726
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,195,793 2,152,048 2,389,251
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,195,793 2,152,048
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,195,793 2,152,048
30 Total liabilities and net assets/fund balances (see instructions). 2,195,793 2,152,048
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,195,793
2
Enter amount from Part I, line 27a .....................
2
-43,745
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,152,048
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,152,048
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 6 ABBOTT LABORATORIES ABT P 2024-10-30 2024-03-05
b 2000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2024-03-21
c 3 BROADCOM INCCOMMON STOCK AVGO P 2024-03-21 2023-11-28
d 34 COCA COLA COMPANY(THE) KO P 2024-03-08 2016-05-31
e 1000 CVS HEALTH CORPORATIONSENIOR UN P 2024-05-06 2023-04-26
1 EVEREST GROUP LTDCOMMON STOCK EG P 2024-08-29 2023-11-28
63 GILEAD SCIENCES INC GILD P 2024-03-21 2023-11-28
70 HUNTINGTON INGALLS INDUSTRIESINC P 2024-11-18 2023-11-28
35 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-10-30 2022-10-18
130 ISHARES TRESG AWARE MSCI USA SMA P 2024-08-29 2022-06-17
1000 JPMORGAN CHASE & COA3/A-ORIGINA P 2024-10-30 2020-08-24
5000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2022-03-16
49 MEDTRONIC PLCCOM MDT P 2024-07-10 2024-06-04
108 NUSHARES ETF TRMID CAP GROWTH ET P 2024-03-21 2022-06-17
8 PHILLIPS 66COM PSX P 2024-03-21 2023-11-28
7 REGIONS FINANCIAL CORP RF P 2024-05-06 2024-03-21
116 STARBUCKS CORP SBUX P 2024-05-21 2023-11-28
1000 TRUIST FINL CORPBAA3/BBB-CUSIP: P 2024-08-29 2022-07-20
2000 UNITED STATES TREASURY NOTEWR/N P 2024-04-30 2024-03-21
1000 UNITEDHEALTH GROUP INCSENIOR UN P 2024-08-29 2023-12-01
10 ABBOTT LABORATORIES ABT P 2024-08-29 2024-03-05
1000 BANK OF AMERICA CORPSUBORDINATE P 2024-05-06 2020-08-24
7 BROADCOM INCCOMMON STOCK AVGO P 2024-03-04 2023-11-28
5 COCA COLA COMPANY(THE) KO P 2024-03-08 2018-11-10
66 CVS HEALTH CORPORATION CVS P 2024-05-23 2024-05-06
1 EVEREST GROUP LTDCOMMON STOCK EG P 2024-05-06 2023-11-28
1000 GOLDMAN SACHS GROUP INCBAA2/BBB P 2024-08-29 2020-08-24
1 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-11-18 2024-09-25
101 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-05-06 2022-10-18
37 ISHARES TRESG AWARE MSCI USA SMAL P 2024-05-06 2022-06-17
1000 JPMORGAN CHASE & COBAA2/BBBCUSI P 2024-09-25 2024-08-16
12000 M & T BANK CORPORATIONPERPETUA P 2024-08-15 2022-05-16
1000 META PLATFORMS INCAA3/AA-ORIGIN P 2024-09-25 2024-08-26
44 NUSHARES ETF TRMID CAP VALUE ETF P 2024-10-30 2022-06-17
39 PHILLIPS 66COM PSX P 2024-03-05 2023-11-28
1000 SCHWAB CHARLES CORP NEWNON CUMU P 2024-10-30 2024-08-30
13 STARBUCKS CORP SBUX P 2024-05-21 2024-03-04
1000 TRUIST FINL CORPBAA3/BBB-CUSIP: P 2024-05-06 2022-07-20
20000 UNITED STATES TREASURY NOTEWR/ P 2024-04-30 2022-05-23
5 VALERO ENERGY CORP NEW VLO P 2024-09-25 2023-11-28
9 ABBOTT LABORATORIES ABT P 2024-03-21 2024-03-05
1000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2020-08-24
17 CISCO SYSTEMS INC CSCO P 2024-10-30 2023-11-28
1 COCA COLA COMPANY(THE) KO P 2024-03-08 2019-01-11
95 CVS HEALTH CORPORATION CVS P 2024-05-23 2021-04-12
4 EVEREST GROUP LTDCOMMON STOCK EG P 2024-03-21 2023-11-28
1000 GOLDMAN SACHS GROUP INCBAA2/BBB P 2024-10-30 2020-08-24
1 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-10-30 2024-09-25
66 ISHARES GOLD TRUSTSHARES OF THE I P 2024-10-30 2019-10-11
293 ISHARES TRESG AWARE MSCI USA SMA P 2024-03-21 2022-06-17
7 JPMORGAN CHASE & CO JPM P 2024-10-30 2023-11-28
1000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2022-08-31
2 MICROSOFT CORP MSFT P 2024-10-30 2024-03-21
11 NUSHARES ETF TRMID CAP VALUE ETF P 2024-09-25 2022-06-17
39 PHILLIPS 66COM PSX P 2024-03-04 2023-11-28
1000 SCHWAB CHARLES CORP NEWNON CUMU P 2024-05-06 2024-03-21
48 STARBUCKS CORP SBUX P 2024-05-21 2024-03-04
13000 TRUIST FINL CORPBAA3/BBB-CUSIP P 2024-01-29 2022-07-20
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2024-01-29
31 VALERO ENERGY CORP NEW VLO P 2024-05-22 2023-11-28
3 ABBVIE INC ABBV P 2024-10-30 2024-05-22
14000 BANK OF AMERICA CORPSUBORDINAT P 2024-08-26 2022-04-25
12 CISCO SYSTEMS INC CSCO P 2024-10-30 2022-05-16
28 COCA COLA COMPANY(THE) KO P 2024-03-08 2022-03-16
86 CVS HEALTH CORPORATION CVS P 2024-05-23 2023-05-18
1 GENERAL DYNAMICS CORP GD P 2024-10-30 2023-11-28
1 HARTFORD FINANCIAL SERVICESGROUP I P 2024-08-29 2024-03-11
3 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-08-29 2023-11-28
34 ISHARES GOLD TRUSTSHARES OF THE I P 2024-09-25 2019-10-11
56 ISHARES TRUSTISHARES ESG AWARE MS P 2024-08-29 2022-06-17
3 JPMORGAN CHASE & CO JPM P 2024-10-30 2024-09-25
6000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2023-05-18
1 MICROSOFT CORP MSFT P 2024-09-25 2024-03-21
101 NUSHARES ETF TRMID CAP VALUE ETF P 2024-08-29 2022-06-17
1000 PNC FINL SVCS GROUP INCJUNIOR S P 2024-05-06 2024-03-21
11 SELECT SECTOR SPDR TRUSTTHE COMMU P 2024-10-30 2024-07-10
39 STARBUCKS CORP SBUX P 2024-05-21 2024-05-06
3000 TRUIST FINL CORPBAA3/BBB-CUSIP: P 2024-01-29 2022-08-29
1000 UNITED STATES TREASURY NOTEN/A/ P 2024-05-06 2023-11-29
3 VALERO ENERGY CORP NEW VLO P 2024-05-22 2024-05-06
3 ABBVIE INC ABBV P 2024-09-25 2024-05-22
3000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2022-05-16
2 CISCO SYSTEMS INC CSCO P 2024-09-25 2022-05-16
1000 COMCAST CORPSENIOR NOTESA3/A-OR P 2024-08-29 2024-03-21
36 CVS HEALTH CORPORATION CVS P 2024-03-21 2021-04-12
1 GENERAL DYNAMICS CORP GD P 2024-08-29 2023-11-28
3 HARTFORD FINANCIAL SERVICESGROUP I P 2024-08-29 2024-03-21
11 HUNTINGTON INGALLS INDUSTRIESINC P 2024-08-29 2024-05-06
4 ISHARES GOLD TRUSTSHARES OF THE IS P 2024-09-25 2022-08-26
65 ISHARES TRUSTISHARES ESG AWARE MS P 2024-05-06 2022-06-17
4 JPMORGAN CHASE & CO JPM P 2024-08-29 2023-11-28
6000 M & T BANK CORPORATIONPERPETUAL P 2024-01-08 2018-11-01
1000 MORGAN STANLEYSUBORDINATEDBAA1/ P 2024-05-06 2020-08-24
20 NUSHARES ETF TRMID CAP VALUE ETF P 2024-05-06 2022-06-17
14000 PNC FINL SVCS GROUP INCJUNIOR P 2024-01-08 2022-09-15
3 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-09-25 2024-07-10
13 STARBUCKS CORP SBUX P 2024-03-21 2023-11-28
4 UDR INCCOM UDR P 2024-08-29 2024-03-08
1000 UNITED STATES TREASURY NOTEWR/N P 2024-12-02 2024-03-21
22 VALERO ENERGY CORP NEW VLO P 2024-03-21 2023-11-28
5 ABBVIE INC ABBV P 2024-08-29 2024-05-06
1000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2022-09-02
23 CISCO SYSTEMS INC CSCO P 2024-08-29 2022-05-16
29 COMCAST CORPCL A CMCSA P 2024-10-30 2020-05-01
51 EASTMAN CHEMICAL CO EMN P 2024-12-30 2024-07-10
3 GENERAL DYNAMICS CORP GD P 2024-05-06 2023-11-28
1000 HESS CORPBAA3/BBB-ORIGINAL COST P 2024-08-29 2022-01-19
2 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-03-21 2023-11-28
59 ISHARES GOLD TRUSTSHARES OF THE I P 2024-08-29 2022-08-26
42 ISHARES TRUSTISHARES ESG AWARE MS P 2024-03-21 2022-06-17
1 JPMORGAN CHASE & CO JPM P 2024-08-29 2024-05-06
8000 M & T BANK CORPORATIONPERPETUAL P 2024-01-08 2022-01-19
1000 MORGAN STANLEYSUBORDINATEDBAA1/ P 2024-10-30 2020-08-24
145 NUSHARES ETF TRMID CAP VALUE ETF P 2024-03-21 2022-06-17
4 QUALCOMM INC QCOM P 2024-10-30 2024-08-29
3 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-08-29 2024-07-10
184 SYSCO CORP SYY P 2024-07-31 2023-11-28
10 UDR INCCOM UDR P 2024-05-06 2024-03-08
1000 UNITED STATES TREASURY NOTEWR/N P 2024-05-06 2024-03-21
1 VERIZON COMMUNICATIONS VZ P 2024-09-25 2024-07-10
4 ABBVIE INC ABBV P 2024-08-29 2024-05-22
2 BLACKROCK INCCUSIP: 09247X101 P 2024-08-29 2024-03-21
46 CISCO SYSTEMS INC CSCO P 2024-03-21 2022-03-16
9 COMCAST CORPCL A CMCSA P 2024-09-25 2020-05-01
4 EASTMAN CHEMICAL CO EMN P 2024-12-30 2024-09-25
6 GENERAL DYNAMICS CORP GD P 2024-03-21 2023-11-28
1 HOME DEPOT INC HD P 2024-10-30 2024-09-25
1 INTERNATIONAL BUSINESSMACHINES COR P 2024-09-25 2023-11-28
24 ISHARES GOLD TRUSTSHARES OF THE I P 2024-05-06 2024-03-21
79 ISHARES TRUSTISHARES 1 3 YEAR TRE P 2024-02-05 2023-11-28
1 JPMORGAN CHASE & CO JPM P 2024-03-21 2023-11-28
1000 MCDONALDS CORPSENIOR NOTESBAA1/ P 2024-08-29 2024-03-21
1000 MOTOROLA SOLUTIONS INCSENIOR NO P 2024-05-06 2020-08-24
59 OMNICOM GROUP INC OMC P 2024-07-10 2024-03-07
2 QUALCOMM INC QCOM P 2024-09-25 2024-08-29
2 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-05-06 2023-12-11
9 SYSCO CORP SYY P 2024-07-31 2024-05-06
45 UDR INCCOM UDR P 2024-03-21 2024-03-08
1000 UNITED STATES TREASURY NOTEWR/N P 2024-10-30 2024-09-25
9 VERIZON COMMUNICATIONS VZ P 2024-08-29 2024-07-10
22 ABBVIE INC ABBV P 2024-03-21 2023-11-28
1 BLACKROCK INCCOMMON STOCK BLK P 2024-10-30 2024-05-06
36 CISCO SYSTEMS INC CSCO P 2024-03-21 2022-05-16
36 COMCAST CORPCL A CMCSA P 2024-08-29 2024-05-06
1 EASTMAN CHEMICAL CO EMN P 2024-12-30 2024-10-30
1000 GENERAL MTRS FINL CO INCWR/NROR P 2024-05-06 2020-08-25
1 HOME DEPOT INC HD P 2024-10-30 2020-05-01
6 INTERNATIONAL BUSINESSMACHINES COR P 2024-08-29 2023-11-28
89 ISHARES GOLD TRUSTSHARES OF THE I P 2024-05-06 2022-08-26
191 ISHARES TRUSTISHARES 1 3 YEAR TR P 2024-02-05 2022-06-21
473.257 LORD ABBETT SHORT DURATIONIN P 2024-10-30 2020-10-21
1000 MCDONALDS CORPSENIOR NOTESBAA1/ P 2024-05-06 2024-03-21
1000 MOTOROLA SOLUTIONS INCSENIOR NO P 2024-10-30 2020-08-24
114 OMNICOM GROUP INC OMC P 2024-07-10 2024-03-08
5 QUALCOMM INC QCOM P 2024-05-06 2023-11-28
9 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-03-21 2023-12-11
4 SYSCO CORP SYY P 2024-03-21 2023-11-28
4 UNION PACIFIC CORP UNP P 2024-08-29 2020-04-03
22000 UNITED STATES TREASURY NOTEWR/ P 2024-12-02 2023-11-29
1000 WELLS FARGO & COA3/BBBORIGINAL P 2024-10-30 2020-08-24
50 ABBVIE INC ABBV P 2024-03-05 2023-11-28
1 BLACKROCK INCCOMMON STOCK BLK P 2024-10-30 2021-03-31
1000 CITIGROUP INCBAA2/BBBORIGINAL C P 2024-05-06 2020-10-26
3 COMCAST CORPCL A CMCSA P 2024-08-29 2020-05-01
80 EASTMAN CHEMICAL CO EMN P 2024-12-30 2023-11-28
1000 GENERAL MTRS FINL CO INCWR/NROR P 2024-10-30 2020-08-24
7 HOME DEPOT INC HD P 2024-08-29 2024-05-06
14 INTERNATIONAL BUSINESSMACHINES CO P 2024-08-29 2024-05-06
44 ISHARES INCISHARES ESG AWARE MSCI P 2024-10-30 2022-06-17
202 ISHARES TRUSTISHARES 1 3 YEAR TR P 2024-01-29 2022-06-21
132.203 LORD ABBETT SHORT DURATIONIN P 2024-10-30 2024-06-03
1000 MCDONALDS CORPSENIOR NOTESBAA1/ P 2024-10-30 2024-09-25
2 NEXTERA ENERGY INC NEE P 2024-09-25 2024-07-10
2 OMNICOM GROUP INC OMC P 2024-05-06 2024-03-08
3 QUALCOMM INC QCOM P 2024-05-06 2024-03-21
153 SKYWORKS SOLUTIONS INC SWKS P 2024-10-09 2023-11-28
66 SYSCO CORP SYY P 2024-03-08 2023-11-28
2 UNION PACIFIC CORP UNP P 2024-03-21 2020-04-03
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2024-03-21
34 WISDOMTREE TRUSTWISDOMTREE ENHANC P 2024-09-25 2022-08-26
1000 AMGEN INCBAA1/BBB+ORIGINAL COST P 2024-05-06 2024-03-21
1000 BP CAP MKTS P L CSUBORDINATED U P 2024-10-30 2022-08-09
1000 CITIGROUP INCBAA2/BBBORIGINAL C P 2024-10-30 2020-08-24
28 COMCAST CORPCL A CMCSA P 2024-03-21 2020-05-01
3 EASTMAN CHEMICAL CO EMN P 2024-08-29 2024-07-10
86 GENUINE PARTS CO GPC P 2024-10-09 2024-05-21
3 HOME DEPOT INC HD P 2024-08-29 2020-05-01
2 INTERNATIONAL BUSINESSMACHINES COR P 2024-03-21 2023-11-28
81 ISHARES INCISHARES ESG AWARE MSCI P 2024-09-25 2022-06-17
196 ISHARES TRUSTISHARES 1 3 YEAR TR P 2024-01-08 2022-06-21
687.805 LORD ABBETT SHORT DURATIONIN P 2024-05-06 2020-10-21
1 MCDONALDS CORP MCD P 2024-09-25 2016-05-31
19 NEXTERA ENERGY INC NEE P 2024-08-29 2024-07-10
1 OMNICOM GROUP INC OMC P 2024-03-21 2024-03-08
1 QUEST DIAGNOSTICS INC DGX P 2024-10-30 2024-05-22
25 SKYWORKS SOLUTIONS INC SWKS P 2024-10-09 2024-05-06
11 TARGET CORP TGT P 2024-08-29 2024-07-31
12 UNION PACIFIC CORP UNP P 2024-03-08 2023-05-18
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-10-30 2024-09-25
140 WISDOMTREE TRUSTWISDOMTREE ENHAN P 2024-05-06 2022-05-16
1000 AMGEN INCBAA1/BBB+ORIGINAL COST P 2024-10-30 2024-08-30
1000 BP CAP MKTS P L CSUBORDINATED U P 2024-05-06 2024-03-21
51 CME GROUP INC CME P 2024-03-11 2023-11-28
35 CORNING INC GLW P 2024-10-30 2023-11-28
6 EASTMAN CHEMICAL CO EMN P 2024-05-06 2023-11-28
3 GENUINE PARTS CO GPC P 2024-10-09 2024-09-25
1 HOME DEPOT INC HD P 2024-03-21 2020-05-01
224 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-12-19 2024-03-21
14 ISHARES INCISHARES ESG AWARE MSCI P 2024-08-29 2022-06-17
6 ISHARES TRUSTISHARES 1 3 YEAR TREA P 2024-01-08 2022-08-26
426.636 LORD ABBETT SHORT DURATIONIN P 2024-05-06 2020-11-03
2 MCDONALDS CORP MCD P 2024-08-29 2016-05-31
10 NEXTERA ENERGY INC NEE P 2024-05-06 2024-03-06
1000 ORACLE CORPSENIOR UNSECUREDBAA2 P 2024-08-29 2024-03-21
5 QUEST DIAGNOSTICS INC DGX P 2024-08-29 2024-05-22
3 SKYWORKS SOLUTIONS INC SWKS P 2024-10-09 2024-09-25
4 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-10-30 2024-09-25
3 UNION PACIFIC CORP UNP P 2024-03-08 2020-04-03
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2023-11-29
56 WISDOMTREE TRUSTWISDOMTREE ENHANC P 2024-05-06 2022-08-26
1000 BAKER HUGHES A GE CO LLC / BASR P 2024-05-06 2022-01-19
15000 BP CAP MKTS P L CSUBORDINATED P 2024-01-29 2022-08-09
1 COCA COLA COMPANY(THE) KO P 2024-08-29 2016-05-31
26 CORNING INC GLW P 2024-10-30 2024-09-25
30 EASTMAN CHEMICAL CO EMN P 2024-03-21 2023-11-28
25 GENUINE PARTS CO GPC P 2024-08-29 2024-05-21
1000 HONEYWELL INTL INCA2/AORIGINAL P 2024-05-06 2024-01-29
123 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-12-19 2024-08-29
156 ISHARES INCISHARES ESG AWARE MSC P 2024-05-06 2024-03-21
2 JOHNSON & JOHNSONCOMMON STOCK JNJ P 2024-10-30 2024-09-25
101.775 LORD ABBETT SHORT DURATIONIN P 2024-05-06 2023-05-01
17 MCDONALDS CORP MCD P 2024-07-10 2024-03-21
5 NEXTERA ENERGY INC NEE P 2024-05-06 2024-03-21
1000 PARKER HANNIFIN CORPBAA1/BBB+OR P 2024-08-29 2024-01-08
5 REGIONS FINANCIAL CORP RF P 2024-10-30 2024-03-11
31 SKYWORKS SOLUTIONS INC SWKS P 2024-08-29 2023-11-28
2 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-08-29 2020-05-01
6 UNION PACIFIC CORP UNP P 2024-03-08 2020-04-03
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-10-30 2024-09-25
32 WISDOMTREE TRUSTWISDOMTREE FLOATI P 2024-10-30 2024-03-21
1000 BANK NOVA SCOTIABAA3/BBB-CUSIP: P 2024-10-30 2023-11-29
7 BROADCOM INCCOMMON STOCK AVGO P 2024-10-30 2023-11-28
9 COCA COLA COMPANY(THE) KO P 2024-05-06 2016-05-31
20 CORNING INC GLW P 2024-08-29 2023-11-28
60 EASTMAN CHEMICAL CO EMN P 2024-03-07 2023-11-28
131 GILEAD SCIENCES INC GILD P 2024-06-04 2023-11-28
6 HP INCCOM HPQ P 2024-10-30 2024-03-21
9 INVESCO ACTIVELY MANAGEDEXCHANGE T P 2024-12-19 2024-09-25
2 ISHARES INCISHARES ESG AWARE MSCI P 2024-05-06 2022-06-17
19 JOHNSON & JOHNSONCOMMON STOCK JNJ P 2024-08-29 2023-11-28
1000 LOWE'S COS INCSENIOR UNSECURED P 2024-05-06 2024-02-05
1 MCDONALDS CORP MCD P 2024-07-10 2024-05-06
17 NUSHARES ETF TRMID CAP GROWTH ETF P 2024-10-30 2024-05-06
1000 PARKER HANNIFIN CORPBAA1/BBB+OR P 2024-10-30 2024-09-25
21 REGIONS FINANCIAL CORP RF P 2024-10-30 2024-09-25
15 SKYWORKS SOLUTIONS INC SWKS P 2024-03-21 2023-11-28
5 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-05-06 2020-05-01
1000 UNITED STATES TREASURY BONDSAAA P 2024-05-06 2023-11-29
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2023-11-29
34 WISDOMTREE TRUSTWISDOMTREE FLOATI P 2024-05-06 2024-03-21
1000 BANK NOVA SCOTIABAA3/BBB-CUSIP: P 2024-05-06 2023-11-29
7 BROADCOM INCCOMMON STOCK AVGO P 2024-09-25 2023-11-28
11 COCA COLA COMPANY(THE) KO P 2024-03-21 2016-05-31
21 CORNING INC GLW P 2024-05-06 2023-11-28
1000 ENBRIDGE INCBAA2/BBB+ORIGINAL C P 2024-05-06 2020-08-24
21 GILEAD SCIENCES INC GILD P 2024-06-04 2024-05-06
13 HP INCCOM HPQ P 2024-10-30 2024-09-25
1077 INVESCO ACTIVELY MANAGEDEXCHANG P 2024-12-19 2022-10-18
40 ISHARES TRESG AWARE MSCI USA SMAL P 2024-10-30 2024-09-25
6 JOHNSON & JOHNSONCOMMON STOCK JNJ P 2024-03-21 2023-11-28
2000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2024-03-21
3 MCDONALDS CORP MCD P 2024-07-10 2016-05-31
48 NUSHARES ETF TRMID CAP GROWTH ETF P 2024-10-30 2022-06-17
3 PHILLIPS 66COM PSX P 2024-09-25 2023-11-28
8 REGIONS FINANCIAL CORP RF P 2024-08-29 2024-03-11
194 SPDR SERIES TRUSTSPDR BLOOMBERG P 2024-02-05 2023-03-17
6 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-03-21 2020-05-01
1000 UNITED STATES TREASURY BONDSAAA P 2024-05-06 2024-02-05
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2024-04-30
115 XCEL ENERGY INCCOMMON STOCK XEL P 2024-03-06 2023-11-28
2000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2023-11-29
1 BROADCOM INCCOMMON STOCK AVGO P 2024-09-25 2024-08-29
24 COCA COLA COMPANY(THE) KO P 2024-03-08 2023-11-28
58 CORNING INC GLW P 2024-03-21 2023-11-28
1000 ENBRIDGE INCBAA2/BBB+ORIGINAL C P 2024-10-30 2020-08-24
83 GILEAD SCIENCES INC GILD P 2024-05-22 2023-11-28
37 HP INCCOM HPQ P 2024-08-29 2024-03-21
338 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-12-19 2023-05-18
121 ISHARES TRESG AWARE MSCI USA SMA P 2024-10-30 2022-06-17
1000 JPMORGAN CHASE & COA3/A-ORIGINA P 2024-05-06 2020-08-24
3000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2022-02-07
86 MEDTRONIC PLCCOM MDT P 2024-07-10 2024-05-23
22 NUSHARES ETF TRMID CAP GROWTH ETF P 2024-09-25 2024-08-29
4 PHILLIPS 66COM PSX P 2024-08-29 2024-05-06
10 REGIONS FINANCIAL CORP RF P 2024-08-29 2024-03-21
46 SPDR SERIES TRUSTSPDR BLOOMBERG 1 P 2024-02-05 2023-03-20
19000 TORONTO DOMINION BANKWR/NRORIG P 2024-10-17 2022-10-12
2000 UNITED STATES TREASURY NOTEWR/N P 2024-04-30 2023-11-29
1000 UNITED STATES TREASURY NOTEAAA/ P 2024-08-29 2024-04-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 687   715 -28
b 2,000   1,988 12
c 4,194   2,824 1,370
d 2,021   1,529 492
e 988   1,018 -30
390   408 -18
4,636   4,685 -49
13,532   16,592 -3,060
473   589 -116
5,383   3,992 1,391
989   1,060 -71
5,000   5,166 -166
3,751   4,081 -330
4,834   3,589 1,245
1,262   945 317
139   140 -1
9,000   11,742 -2,742
965   959 6
2,000   1,994 6
1,051   1,031 20
1,127   1,192 -65
995   1,009 -14
9,919   6,589 3,330
297   235 62
3,738   3,682 56
377   408 -31
993   993  
193   259 -66
1,424   1,701 -277
1,443   1,136 307
1,073   1,056 17
12,000   12,085 -85
973   966 7
1,598   1,307 291
5,712   4,608 1,104
998   998  
1,009   1,319 -310
926   959 -33
20,000   19,954 46
670   629 41
1,001   1,073 -72
1,000   1,000  
942   814 128
59   46 13
5,381   7,089 -1,708
1,539   1,631 -92
993   1,027 -34
253   259 -6
3,476   1,866 1,610
11,632   8,998 2,634
1,576   1,075 501
1,000   1,007 -7
869   857 12
401   327 74
5,640   4,608 1,032
996   994 2
3,724   4,434 -710
12,092   12,464 -372
974   1,002 -28
5,058   3,897 1,161
604   483 121
14,000   14,000  
665   593 72
1,664   1,670 -6
4,871   5,885 -1,014
303   246 57
115   98 17
854   711 143
1,706   961 745
4,675   3,451 1,224
675   629 46
6,000   5,194 806
431   429 2
3,611   3,000 611
998   995 3
1,025   961 64
3,026   2,851 175
2,790   2,907 -117
993   997 -4
489   477 12
576   483 93
3,000   3,000  
105   99 6
990   965 25
2,822   2,687 135
300   246 54
346   302 44
3,133   2,714 419
201   132 69
5,181   4,005 1,176
889   614 275
5,958   6,390 -432
980   1,066 -86
664   594 70
13,622   13,755 -133
268   262 6
1,198   1,198  
178   152 26
1,000   995 5
3,740   2,766 974
978   813 165
1,000   999 1
1,162   1,136 26
1,227   1,074 153
4,616   4,907 -291
872   737 135
994   1,038 -44
584   474 110
2,816   1,946 870
3,357   2,588 769
222   192 30
7,944   8,547 -603
993   1,052 -59
4,900   4,307 593
676   694 -18
262   262  
14,038   13,213 825
388   380 8
995   995  
45   41 4
782   643 139
1,788   1,685 103
2,304   2,557 -253
368   333 35
362   441 -79
1,698   1,474 224
394   397 -3
221   155 66
1,055   986 69
6,461   6,441 20
199   154 45
927   901 26
978   1,087 -109
5,369   5,386 -17
335   347 -12
162   140 22
687   676 11
1,697   1,711 -14
1,000   1,000  
372   369 3
3,892   3,042 850
982   770 212
1,803   1,778 25
1,431   1,387 44
91   105 -14
987   1,013 -26
394   218 176
1,203   933 270
3,914   2,936 978
15,622   15,723 -101
1,832   1,894 -62
891   901 -10
998   1,076 -78
10,374   10,474 -100
907   632 275
736   628 108
324   287 37
1,017   549 468
22,000   21,854 146
988   1,061 -73
8,969   6,914 2,055
982   761 221
985   1,033 -48
119   111 8
7,241   6,590 651
997   1,004 -7
2,584   2,396 188
2,806   2,354 452
1,566   1,408 158
16,596   16,629 -33
512   551 -39
915   939 -24
170   145 25
186   184 2
544   517 27
14,960   14,469 491
5,280   4,739 541
496   275 221
995   996 -1
649   649  
946   948 -2
980   938 42
995   1,018 -23
1,195   1,037 158
305   289 16
11,530   12,995 -1,465
1,108   655 453
386   311 75
2,911   2,593 318
16,074   16,135 -61
2,641   2,780 -139
300   123 177
1,519   1,374 145
95   92 3
156   143 13
2,445   2,302 143
1,690   1,645 45
2,995   2,363 632
1,000   1,001 -1
2,661   3,571 -910
966   966  
938   959 -21
11,021   11,042 -21
1,682   972 710
591   494 97
402   442 -40
393   218 175
2,967   3,080 -113
481   448 33
492   494 -2
1,638   1,779 -141
576   247 329
712   554 158
1,004   975 29
781   713 68
293   291 2
837   819 18
749   412 337
996   1,001 -5
1,065   1,306 -241
940   1,030 -90
14,219   14,063 156
72   45 27
1,249   1,165 84
2,824   2,471 353
3,573   3,753 -180
999   1,023 -24
1,629   1,658 -29
5,207   5,066 141
321   322 -1
391   426 -35
4,201   4,830 -629
356   312 44
1,004   995 9
121   98 23
3,420   2,932 488
427   220 207
1,498   824 674
1,005   1,013 -8
1,608   1,615 -7
990   1,012 -22
1,240   659 581
559   405 154
850   556 294
5,328   4,942 386
8,390   9,742 -1,352
220   182 38
119   122 -3
67   64 3
3,119   2,876 243
992   1,007 -15
247   270 -23
773   731 42
994   1,014 -20
508   478 30
1,625   1,419 206
906   551 355
1,039   1,049 -10
994   1,001 -7
1,713   1,716 -3
981   1,012 -31
1,219   659 560
669   495 174
702   583 119
974   1,067 -93
1,345   1,509 -164
476   470 6
14,266   18,136 -3,870
1,688   1,660 28
938   908 30
2,000   2,010 -10
741   370 371
2,184   1,595 589
390   354 36
186   157 29
17,739   17,790 -51
1,044   661 383
1,032   1,051 -19
1,014   1,005 9
5,557   7,019 -1,462
2,000   1,977 23
174   161 13
1,427   1,408 19
1,926   1,611 315
991   1,054 -63
5,618   6,032 -414
1,333   1,122 211
4,477   4,607 -130
5,105   3,716 1,389
973   1,073 -100
3,000   3,168 -168
6,583   7,050 -467
975   953 22
545   583 -38
233   200 33
4,206   4,219 -13
19,000   18,972 28
2,000   1,977 23
1,044   1,005 39
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -28
b       12
c       1,370
d       492
e       -30
      -18
      -49
      -3,060
      -116
      1,391
      -71
      -166
      -330
      1,245
      317
      -1
      -2,742
      6
      6
      20
      -65
      -14
      3,330
      62
      56
      -31
       
      -66
      -277
      307
      17
      -85
      7
      291
      1,104
       
      -310
      -33
      46
      41
      -72
       
      128
      13
      -1,708
      -92
      -34
      -6
      1,610
      2,634
      501
      -7
      12
      74
      1,032
      2
      -710
      -372
      -28
      1,161
      121
       
      72
      -6
      -1,014
      57
      17
      143
      745
      1,224
      46
      806
      2
      611
      3
      64
      175
      -117
      -4
      12
      93
       
      6
      25
      135
      54
      44
      419
      69
      1,176
      275
      -432
      -86
      70
      -133
      6
       
      26
      5
      974
      165
      1
      26
      153
      -291
      135
      -44
      110
      870
      769
      30
      -603
      -59
      593
      -18
       
      825
      8
       
      4
      139
      103
      -253
      35
      -79
      224
      -3
      66
      69
      20
      45
      26
      -109
      -17
      -12
      22
      11
      -14
       
      3
      850
      212
      25
      44
      -14
      -26
      176
      270
      978
      -101
      -62
      -10
      -78
      -100
      275
      108
      37
      468
      146
      -73
      2,055
      221
      -48
      8
      651
      -7
      188
      452
      158
      -33
      -39
      -24
      25
      2
      27
      491
      541
      221
      -1
       
      -2
      42
      -23
      158
      16
      -1,465
      453
      75
      318
      -61
      -139
      177
      145
      3
      13
      143
      45
      632
      -1
      -910
       
      -21
      -21
      710
      97
      -40
      175
      -113
      33
      -2
      -141
      329
      158
      29
      68
      2
      18
      337
      -5
      -241
      -90
      156
      27
      84
      353
      -180
      -24
      -29
      141
      -1
      -35
      -629
      44
      9
      23
      488
      207
      674
      -8
      -7
      -22
      581
      154
      294
      386
      -1,352
      38
      -3
      3
      243
      -15
      -23
      42
      -20
      30
      206
      355
      -10
      -7
      -3
      -31
      560
      174
      119
      -93
      -164
      6
      -3,870
      28
      30
      -10
      371
      589
      36
      29
      -51
      383
      -19
      9
      -1,462
      23
      13
      19
      315
      -63
      -414
      211
      -130
      1,389
      -100
      -168
      -467
      22
      -38
      33
      -13
      28
      23
      39
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 23,839
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 23,839
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,393
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,393
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,393
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,400
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,007
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,007 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDIAMONDSTON FOUNDATION Telephone no.right arrow (212) 697-2310

Located atright arrow610 SHACKAMAXON DRIVEWESTFIELDNJ ZIP+4right arrow07090
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MICHAEL MARGOLIN PRESIDENT TR
000.00 		0 0 0
601 SHACKAMAXON DR
WESTFIELD,NJ07090
DAVID MARGOLIN VICE PRESIDE
000.00 		0 0 0
610 SHACKAMAXON DR
WESTFIELD,NJ07090
SUSAN SMITH VICE PRESIDE
000.00 		0 0 0
610 SHACKAMAXON DR
WESTIELD,NJ07090
BARABARA MARGOLIN SECRETARY
000.00 		0 0 0
610 SHACKAMAXON DR
WESTFIELD,NJ07090
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,336,133
b
Average of monthly cash balances.......................
1b
64,829
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,400,962
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,400,962
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,014
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,364,948
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
118,247
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
118,247
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,393
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,393
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
116,854
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
116,854
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
116,854
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
126,134
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
126,134
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 116,854
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 13,845
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 126,134
a Applied to 2023, but not more than line 2a 13,845
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 112,289
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		4,565
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHAEL MARGOLIN
610 SHACKAMAXON DR
WESTFIELD,NJ07090
(212) 697-2310
N/A
bThe form in which applications should be submitted and information and materials they should include:
ANY WRITTEN APPLICATION
cAny submission deadlines:
 
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
 
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALZHEIMER'S FOUNDATION

822 8TH AVE
16TH FLOOR
NEW YORK,NY10001 		NONE TAX-EXEMPT CHARITABLE 500

AMERICAN JEWISH WORLD SERVICE

45 WEST 36TH STREET
11TH FLOOR
NEW YORK,NY10018 		NONE TAX-EXEMPT CHARITABLE 2,000

ANIKAYAAKHRA INC

67 DANE STREET
SOMERVILLE,MA02143 		NONE TAX-EXEMPT CHARITABLE 1,000

ASALI

37 WEST 26TH STREET
NEW YORK,NY10018 		NONE TAX-EXEMPT CHARITABLE 5,000

CHICKEN & EGG PICTURES

45 MAIN STREET 506
BROOKLYN,NY11201 		NONE TAX-EXEMPT CHARITABLE 5,750

COMMON GOOD

222 EAST 46TH STREET
SUITE 401
NEW YORK,NY10017 		NONE TAX-EXEMPT CHARITABLE 3,000

CONGREGATION ANSCHE CHESED

251 W 100TH STREET
NEW YORK,NY10025 		NONE TAX-EXEMPT CHARITABLE 2,675

CONGREGATION BETH ISRAEL

1920 CLIFFWOOD STREET
SCOTCH PLAINS,NJ07076 		NONE TAX-EXEMPT CHARITABLE 1,000

CONGREGATION B'NAI BRITH

201 CENTRAL STREET
SOMERVILLE,MA02145 		NONE TAX-EXEMPT CHARITABLE 2,000

CROHN'S & COLITIS FOUNDATION NJ CHA

45 WILSON AVE
MANALAPAN,NJ07726 		NONE TAX-EXEMPT CHARITABLE 5,000

ELIZABETH COALITION FOR THE HOMELES

118 DIVISION STREET
ELIZABETH,NJ07201 		NONE TAX-EXEMPT CHARITABLE 1,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE SOUTH
NEW YORK,NY10010 		NONE TAX-EXEMPT CHARITABLE 1,000

FRIENDS OF THE IDF

351 MANHATTAN AVE
BROOKLYN,NY11211 		NONE TAX-EXEMPT CHARITABLE 1,000

IMMIGRANT JUSTICE CORP

17 BATTERY PLACE 1234
NEW YORK,NY10004 		NONE TAX-EXEMPT CHARITABLE 4,250

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE TAX-EXEMPT CHARITABLE 1,500

ISRAAID (US) GLOBAL HUMANITARIAN AS

PO BOX 61227
PALO ALTO,CA94306 		NONE TAX-EXEMPT CHARITABLE 1,000

JEWISH FEDERATION OF GREATER METROW

901 ROUTE 10
WHIPPANY,NJ07981 		NONE TAX-EXEMPT CHARITABLE 500

LEUKEMIA & LYMPHOMA SOCIETY

14 COMMERCE DRIVE
28TH FLOOR
CRANFORD,NJ07016 		NONE TAX-EXEMPT CHARITABLE 1,500

LONG ISLAND CARES

10 DAVIDS DRIVE
HAUPPAUGE,NY11788 		NONE TAX-EXEMPT CHARITABLE 500

LOOP IT UP SAVANNAH

1106 EAST 59TH STREET
SAVANNAH,GA31404 		NONE TAX-EXEMPT CHARITABLE 500

MAKE THE ROAD NY

301 GROVE STREET
BROOKLYN,NY11237 		NONE TAX-EXEMPT CHARITABLE 1,500

MANHATTAN THEATRE CLUB

311 WEST 43RD STREET
SUITE 301
NEW YORK,NY10036 		NONE TAX-EXEMPT CHARITABLE 2,400

MAZON

PO BOX 96119
8TH FLOOR
WASHINGTON,DC20024 		NONE TAX-EXEMPT CHARITABLE 3,000

NATIONAL COUNCIL OF JEWISH WOMEN

70 SOUTH ORANGE AVE
PO BOX 1049
LIVINSTON,NJ07039 		NONE TAX-EXEMPT CHARITABLE 4,000

NEVADA LEGAL SERVICES

449 SOUTH VIRGINIA STREET
3RD FLOOR
RENO,NV89501 		NONE TAX-EXEMPT CHARITABLE 2,000

NEW ISRAEL FUND

6 E 39TH STREET
SUITE 120
NEW YORK,NY10022 		NONE TAX-EXEMPT CHARITABLE 5,000

NYU LANGONE HEALTH

550 1ST AVE
SUITE HCC105
NEW YORK,NY10016 		NONE TAX-EXEMPT CHARITABLE 15,000

REACH OUT & READ

89 SOUTH STREET
SUITE 201
NOSTON,MA02111 		NONE TAX-EXEMPT CHARITABLE 1,000

RONALD MCDONALD HOUSE

120 N CARPENTER ST
CHICAGO,IL60673 		NONE TAX-EXEMPT CHARITABLE 500

THE FILM COLLABORATIVE

3405 CAZADOR ST
LOS ANGELES,CA90065 		NONE TAX-EXEMPT CHARITABLE 10,000

THE WELCOME PROJECT

530 MYSTIC AVE 111
SOMERVILLE,MA02143 		NONE TAX-EXEMPT CHARITABLE 8,000

TIDES FOUNDATION

55 EXCHANGE PLACE 402
NEW YORK,NY10004 		NONE TAX-EXEMPT CHARITABLE 20,000

UJA-FEDERATION OF NEW YORK

PO BOX 4227
NEW YORK,NY10145 		NONE TAX-EXEMPT CHARITABLE 10,000

UNITED STATES HOLOCAUST MEMORIAL MU

100 RAOUL WALLENBURG PLAC
WASHINGTON,DC20024 		NONE TAX-EXEMPT CHARITABLE 1,000

WEST SIDE CAMPAIGN AGAINST HUNGER

263 W 86TH STREET
NEW YORK,NY10024 		NONE TAX-EXEMPT CHARITABLE 1,500
Total .................................right arrow 3a 125,575
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 46,163  
4 Dividends and interest from securities ....     14 36,633  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        23,839
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   82,796 23,839
13Total. Add line 12, columns (b), (d), and (e)..................
13
106,635
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,356 4,356    

TY 2024 InvestmentsCorpStockSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Name of Stock End of Year Book Value End of Year Fair Market Value
RBC CAPITAL MARKETS 2,073,523 2,310,726

TY 2024 OtherExpensesSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INVESTMENT FEES 17,852      


TY 2024 TaxesSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 1,788 1,788    
STATE FILING FEES 250 250    
FOREIGN TAXES PAID