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
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1720
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARMEL, CA93921
A Employer identification number

47-5106683
B Telephone number (see instructions)

(800) 352-3705
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$5,916,211J 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      
4 Dividends and interest from securities... 119,117 117,269  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 243,412
b Gross sales price for all assets on line 6a 1,197,024
7 Capital gain net income (from Part IV, line 2)... 243,412
8 Net short-term capital gain......... 0
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........ 362,529 360,681  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
61,090 61,090   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,252 1,252   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
803 39   764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,145 62,381 0 764
25 Contributions, gifts, grants paid....... 260,581 260,581
26 Total expenses and disbursements. Add lines 24 and 25 323,726 62,381 0 261,345
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 38,803
b Net investment income (if negative, enter -0-) 298,300
c Adjusted net income (if negative, enter -0-)... 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............. 107,500 107,300 107,300
2 Savings and temporary cash investments......... 141,091 160,217 160,217
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 682,646 Click to see attachment
List of Attached Documents:
// Content
678,756 		674,156
b Investments—corporate stock (attach schedule)....... 2,709,236 Click to see attachment
List of Attached Documents:
// Content
2,506,430 		3,851,851
c Investments—corporate bonds (attach schedule)....... 638,512 Click to see attachment
List of Attached Documents:
// Content
682,958 		685,228
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).......... 250,000 Click to see attachment
List of Attached Documents:
// Content
429,931 		437,459
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) 4,528,985 4,565,592 5,916,211
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...........    
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........ 4,528,985 4,565,592
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)..... 4,528,985 4,565,592
30 Total liabilities and net assets/fund balances (see instructions). 4,528,985 4,565,592
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
4,528,985
2
Enter amount from Part I, line 27a .....................
2
38,803
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
689
4
Add lines 1, 2, and 3 ..........................
4
4,568,477
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,885
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,565,592
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 12. CIGNA GROUP/THE     2024-01-03
b 24. PIONEER NAT RES CO COM     2024-01-03
c 58. MOBILEYE GLOBAL INC   2023-06-08 2024-01-04
d 26. UBER TECHNOLOGIES INC   2021-03-05 2024-01-10
e 12809.27 FEDERATED GOVT OBLIGATIONS PRM #117     2024-01-10
19. LVMH MOET HENNESSY UNSP ADR - ADR     2024-01-11
17. CHUBB LTD     2024-01-17
8. SALESFORCE INC     2024-01-18
12000. BANK OF MONTREAL 2.500% 6/28/24   2023-01-19 2024-01-22
10000. US TREASURY NOTE 2.500% 5/15/24     2024-01-22
1779.96 FEDERATED GOVT OBLIGATIONS PRM #117   2023-12-26 2024-01-22
16. HONEYWELL INTERNATIONAL INC     2024-01-24
4. LULULEMON ATHLETICA INC     2024-01-24
12. ACCENTURE PLC   2016-05-24 2024-01-24
10. CROWDSTRIKE HOLDINGS INC   2020-05-06 2024-01-25
46. ARM HOLDINGS PLC ADR   2023-09-15 2024-01-26
4. NVIDIA CORP   2020-08-20 2024-01-30
16. ALPHABET INC CL C   2021-02-04 2024-01-31
133. COMCAST CORP CLASS A     2024-02-07
13. ALPHABET INC CL C   2021-02-04 2024-02-08
43. ARM HOLDINGS PLC ADR     2024-02-14
32. KKR & CO INC -A     2024-02-14
60. UBER TECHNOLOGIES INC     2024-02-14
8000. CIGNA CORP 1.250% 3/15/26   2022-06-14 2024-02-16
24. HONEYWELL INTERNATIONAL INC     2024-02-28
51. ALPHABET INC CL C   2021-02-04 2024-03-04
3. COSTCO WHOLESALE CORP   2017-12-01 2024-03-04
12. ADVANCED MICRO DEVICES INC   2023-01-19 2024-03-06
17. AMERICAN EXPRESS CO   2021-11-10 2024-03-06
9. NVIDIA CORP     2024-03-11
22. ADVANCED MICRO DEVICES INC     2024-03-15
13. TESLA INC   2019-08-09 2024-03-15
5. MICROSOFT CORP     2024-03-20
3. COSTCO WHOLESALE CORP   2017-12-12 2024-03-22
11. MARRIOTT INTERNATIONAL INC CLASS A     2024-03-26
22. TESLA INC     2024-03-26
18. LOWES COS INC   2020-07-08 2024-03-27
24. TARGET CORP     2024-03-27
18. UBER TECHNOLOGIES INC   2021-11-18 2024-03-27
7. UNITEDHEALTH GROUP INC     2024-04-02
24. DUPONT DE NEMOURS INC     2024-04-03
6. UNITEDHEALTH GROUP INC     2024-04-03
17. DUPONT DE NEMOURS INC   2021-07-29 2024-04-04
18. DUPONT DE NEMOURS INC     2024-04-05
15. UNITEDHEALTH GROUP INC     2024-04-11
5. UNITEDHEALTH GROUP INC     2024-04-11
16. SALESFORCE INC     2024-04-16
20. AMERICAN TOWER CORP     2024-04-17
164. COMCAST CORP CLASS A     2024-04-17
9. MARRIOTT INTERNATIONAL INC CLASS A   2021-11-03 2024-04-17
398. ADYEN NV-UNSPON ADR     2024-04-26
15000. BECTON DICKINSON AND 3.734% 12/15/24   2022-06-14 2024-04-30
20000. CUMMINS INC 0.750% 9/01/25   2020-10-07 2024-04-30
60000. US TREASURY NOTE 0.750% 3/31/26   2022-06-10 2024-04-30
29. DUPONT DE NEMOURS INC     2024-05-01
23. DUPONT DE NEMOURS INC     2024-05-02
23. ESTEE LAUDER COMPANIES INC   2024-03-06 2024-05-02
14. AMERICAN TOWER CORP     2024-05-06
15. NOVO NORDISK A/S - ADR   2022-03-08 2024-05-06
13000. CELANESE US HOLDINGS 3.500% 5/08/24   2019-08-29 2024-05-08
30. DUPONT DE NEMOURS INC     2024-05-08
7. NVIDIA CORP     2024-05-08
29. DUPONT DE NEMOURS INC   2023-06-28 2024-05-09
5. MASTERCARD INC   2016-05-24 2024-05-09
8. VISA INC-CLASS A SHRS   2020-01-15 2024-05-09
24. DUPONT DE NEMOURS INC   2023-06-29 2024-05-10
8. AMERICAN TOWER CORP   2023-12-20 2024-05-13
10. AMERICAN TOWER CORP     2024-05-13
3. NVIDIA CORP   2021-05-21 2024-05-14
113. COMCAST CORP CLASS A     2024-05-15
20000. VR BANK OF AMERICA 1.530% 12/06/25   2022-02-02 2024-05-16
8. LULULEMON ATHLETICA INC   2020-04-02 2024-05-16
3. NVIDIA CORP   2021-05-21 2024-05-16
3. NVIDIA CORP   2021-05-21 2024-05-20
12. HOME DEPOT INC     2024-05-22
9. LULULEMON ATHLETICA INC     2024-05-22
4. LULULEMON ATHLETICA INC   2023-12-12 2024-05-23
10. LULULEMON ATHLETICA INC     2024-05-23
3. NVIDIA CORP   2021-05-21 2024-05-28
9. SALESFORCE INC     2024-05-30
8. SALESFORCE INC   2023-06-20 2024-05-31
17. SALESFORCE INC     2024-05-31
11. ADOBE SYS INC     2024-06-03
11. NORTHROP GRUMMAN CORP     2024-06-05
20000. COMCAST CORP 3.375% 8/15/25   2020-10-07 2024-06-06
30000. US TREASURY NOTE 0.875% 6/30/26   2021-09-27 2024-06-10
51. ADVANCED MICRO DEVICES INC     2024-06-11
16. SNOWFLAKE INC     2024-06-17
29. ADVANCED MICRO DEVICES INC     2024-06-18
112. COMCAST CORP CLASS A     2024-06-20
25. LVMH MOET HENNESSY UNSP ADR - ADR     2024-06-20
7. CROWDSTRIKE HOLDINGS INC   2020-05-06 2024-06-24
159. COMCAST CORP CLASS A     2024-06-26
39. NIKE INC CL B     2024-06-28
20. NIKE INC CL B   2024-06-03 2024-07-01
25. NIKE INC CL B     2024-07-01
15. AMAZON COM INC COM   2016-05-24 2024-07-03
6. MICROSOFT CORP   2016-10-24 2024-07-03
23. L'OREAL - ADR     2024-07-05
23. JPMORGAN CHASE & CO     2024-07-10
13. HUBSPOT INC     2024-07-11
10. CADENCE DESIGN SYSTEMS INC   2023-01-19 2024-07-17
15. LVMH MOET HENNESSY UNSP ADR - ADR     2024-07-17
25. TJX COMPANIES INC     2024-07-18
17. ADVANCED MICRO DEVICES INC     2024-07-19
22. NVIDIA CORP     2024-07-19
37. ADVANCED MICRO DEVICES INC     2024-07-23
8. ANALOG DEVICES INC   2024-05-08 2024-07-24
12. NORTHROP GRUMMAN CORP     2024-07-24
15. NVIDIA CORP   2022-08-26 2024-07-25
37. LVMH MOET HENNESSY UNSP ADR - ADR     2024-07-31
9. MONGODB INC   2023-05-17 2024-07-31
12. NORTHROP GRUMMAN CORP     2024-07-31
3. HOME DEPOT INC   2021-07-20 2024-08-01
13. TJX COMPANIES INC   2021-11-04 2024-08-02
22. AIRBNB INC     2024-08-07
19. KEYSIGHT TECHNOLOGIES INC   2023-12-14 2024-08-07
12. PNC FINANCIAL SERVICES GROUP   2023-04-19 2024-08-07
144. PFIZER INC     2024-08-07
13. PNC FINANCIAL SERVICES GROUP   2023-04-19 2024-08-08
8. HOME DEPOT INC     2024-08-12
106. CHIPOTLE MEXICAN GRILL INC   2024-07-03 2024-08-14
22. PNC FINANCIAL SERVICES GROUP     2024-08-14
24. PNC FINANCIAL SERVICES GROUP   2023-04-26 2024-08-15
67. CHIPOTLE MEXICAN GRILL INC     2024-08-16
17. PROGRESSIVE CORP OHIO   2021-03-17 2024-08-21
30. CHEVRON CORP     2024-09-04
45. ASTRAZENECA PLC ADR     2024-09-05
6. ELI LILLY & CO COM   2021-05-26 2024-09-09
4. DEEMED REDEEMED ASML HOLDING NV ESCR   2023-03-22 2024-09-09
22. L'OREAL - ADR     2024-09-11
11. AON PLC     2024-09-11
27. L'OREAL - ADR     2024-09-12
36. L'OREAL - ADR     2024-09-16
5. INTUITIVE SURGICAL INC   2021-10-12 2024-09-23
27. KEYSIGHT TECHNOLOGIES INC     2024-09-23
15000. CHEVRON CORP 1.554% 5/11/25   2023-01-19 2024-09-24
10000. LOWE'S COS INC 1.700% 10/15/30   2023-10-20 2024-09-24
10000. LOWE'S COS INC 1.700% 10/15/30   2023-01-19 2024-09-24
37000. US TREASURY NOTE 2.625% 3/31/25   2023-01-19 2024-09-24
28. NASDAQ INC     2024-09-25
30. NASDAQ INC   2016-03-15 2024-09-26
3. SERVICENOW INC   2023-04-27 2024-09-26
35. CHEVRON CORP   2023-12-06 2024-10-02
57. ASTRAZENECA PLC ADR     2024-10-07
17. AMERICAN EXPRESS CO     2024-10-09
20. ALPHABET INC CL C   2021-02-04 2024-10-10
21. TESLA INC   2020-02-14 2024-10-11
5. KLA CORP   2022-09-07 2024-10-15
7. INTUITIVE SURGICAL INC   2022-03-02 2024-10-18
20000. ROPER TECHNOLOGIES 1.000% 9/15/25   2020-10-07 2024-10-22
30000. US TREASURY NOTE 0.875% 6/30/26   2021-09-27 2024-10-22
24. HONEYWELL INTERNATIONAL INC     2024-10-23
35. HONEYWELL INTERNATIONAL INC     2024-10-30
34. ALPHABET INC CL C   2021-02-04 2024-10-31
29. TARGET CORP     2024-11-06
9. GOLDMAN SACHS GROUP INC     2024-11-08
30000. US TREASURY NOTE 2.250% 11/15/25   2023-01-19 2024-11-12
30. TRADE DESK INC/THE     2024-11-13
5. VERTEX PHARMACEUTICALS INC COM   2022-06-30 2024-11-13
4. ELI LILLY & CO COM   2021-05-26 2024-11-14
15. VISA INC-CLASS A SHRS     2024-11-14
13. ANALOG DEVICES INC   2024-05-08 2024-11-18
8. DEEMED REDEEMED ASML HOLDING NV ESCR     2024-11-18
7. DEEMED REDEEMED ASML HOLDING NV ESCR     2024-11-18
145. NU HOLDINGS LTD/CAYMAN ISLANDS   2023-11-10 2024-11-19
12. EATON CORP PLC     2024-11-20
185. NU HOLDINGS LTD/CAYMAN ISLANDS   2023-11-10 2024-11-20
40. ALPHABET INC CL C     2024-11-21
15. VISA INC-CLASS A SHRS   2020-09-04 2024-11-21
27. BROADCOM INC   2022-02-01 2024-12-04
23. KKR & CO INC -A   2021-09-30 2024-12-04
27. BROADCOM INC   2022-02-01 2024-12-05
53. CHEVRON CORP     2024-12-11
47. CHEVRON CORP     2024-12-12
1006.441 COHEN & STEERS INSTL RLTY SHRS 1263   2016-05-20 2024-12-16
953.652 DODGE & COX INT'L STOCK FD #1048     2024-12-16
1081. ISHARES RUSSELL MID-CAP ETF     2024-12-16
16. TRADE DESK INC/THE   2022-05-11 2024-12-16
1653.986 WILLIAM BLAIR INTL GRW-R6 #8386     2024-12-16
12. AMERICAN EXPRESS CO   2021-11-17 2024-12-19
9. ELI LILLY & CO COM   2021-05-26 2024-12-23
18. MONGODB INC     2024-12-23
9. NETFLIX.COM INC     2024-12-26
15. MONGODB INC     2024-12-27
1. MONGODB INC   2023-09-01 2024-12-27
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 3,734   2,170 1,564
b 5,563   5,842 -279
c 1,750   2,393 -643
d 1,594   1,353 241
e 12,809   12,809  
2,790   2,299 491
3,915   2,315 1,600
2,202   2,167 35
11,844   11,630 214
9,914   10,020 -106
1,780   1,780  
3,248   1,563 1,685
1,911   700 1,211
4,433   1,429 3,004
2,994   732 2,262
3,325   2,964 361
2,523   488 2,035
2,292   1,648 644
5,791   3,883 1,908
1,912   1,339 573
5,604   2,674 2,930
3,088   1,936 1,152
4,601   3,031 1,570
7,414   6,875 539
4,760   2,535 2,225
6,832   5,254 1,578
2,289   545 1,744
2,516   809 1,707
3,716   3,104 612
7,837   1,304 6,533
4,171   1,535 2,636
2,105   204 1,901
2,104   303 1,801
2,217   566 1,651
2,784   1,804 980
4,045   1,106 2,939
4,540   2,441 2,099
4,198   4,557 -359
1,391   801 590
3,195   3,108 87
1,846   1,769 77
2,757   2,895 -138
1,319   1,276 43
1,359   1,409 -50
6,684   7,979 -1,295
2,228   2,529 -301
4,401   4,512 -111
3,429   5,098 -1,669
6,445   5,409 1,036
2,160   1,483 677
4,991   6,645 -1,654
14,796   14,808 -12
18,828   20,171 -1,343
55,364   54,717 647
2,262   2,286 -24
1,787   1,804 -17
3,043   3,310 -267
2,500   3,440 -940
1,848   764 1,084
13,000   13,548 -548
2,365   2,346 19
6,379   1,060 5,319
2,274   1,994 280
2,275   483 1,792
2,221   1,585 636
1,886   1,687 199
1,473   1,697 -224
1,841   2,277 -436
2,721   454 2,267
4,448   3,691 757
19,546   19,727 -181
2,744   1,439 1,305
2,859   454 2,405
2,846   454 2,392
4,006   3,839 167
2,701   2,831 -130
1,201   2,007 -806
3,003   3,445 -442
3,344   454 2,890
1,969   2,372 -403
1,736   1,690 46
3,689   3,917 -228
4,862   3,004 1,858
4,865   3,211 1,654
19,583   22,338 -2,755
27,703   29,885 -2,182
8,092   4,255 3,837
2,022   6,528 -4,506
4,522   2,319 2,203
4,195   5,438 -1,243
3,826   3,109 717
2,666   512 2,154
6,012   5,005 1,007
2,967   5,588 -2,621
1,501   1,889 -388
1,877   4,162 -2,285
2,995   529 2,466
2,754   365 2,389
2,031   1,913 118
4,774   1,383 3,391
6,479   6,868 -389
2,930   1,720 1,210
2,276   2,250 26
2,807   1,731 1,076
2,585   1,456 1,129
2,621   336 2,285
5,748   3,504 2,244
1,822   1,629 193
5,272   3,987 1,285
1,724   255 1,469
5,251   5,710 -459
2,211   2,525 -314
5,806   3,593 2,213
1,084   976 108
1,454   896 558
2,465   3,194 -729
2,349   3,000 -651
2,030   1,520 510
4,211   7,554 -3,343
2,208   1,647 561
2,760   2,998 -238
5,524   6,531 -1,007
3,698   2,776 922
4,133   3,018 1,115
3,560   4,043 -483
4,038   1,560 2,478
4,309   4,340 -31
3,735   3,160 575
5,409   1,206 4,203
2,978   2,597 381
1,788   1,803 -15
3,752   1,201 2,551
2,177   2,233 -56
2,945   3,007 -62
2,443   1,627 816
4,089   4,208 -119
14,738   14,119 619
8,641   7,456 1,185
8,641   8,222 419
36,689   35,949 740
2,054   607 1,447
2,185   670 1,515
2,621   1,337 1,284
5,286   4,993 293
4,405   3,983 422
4,582   3,070 1,512
3,271   2,060 1,211
4,643   1,128 3,515
3,679   1,678 2,001
3,608   2,094 1,514
19,357   20,125 -768
28,451   29,885 -1,434
5,297   2,891 2,406
7,208   5,874 1,334
5,986   3,503 2,483
4,259   4,796 -537
5,340   3,423 1,917
29,360   28,763 597
3,907   1,103 2,804
2,476   1,403 1,073
3,193   804 2,389
4,654   3,013 1,641
2,707   2,647 60
5,297   6,295 -998
4,635   4,502 133
1,964   1,240 724
4,322   811 3,511
2,469   1,583 886
6,620   4,478 2,142
4,646   3,153 1,493
4,615   1,589 3,026
3,596   1,410 2,186
4,633   1,589 3,044
8,283   7,750 533
7,274   7,319 -45
50,000   45,810 4,190
50,000   33,255 16,745
100,428   41,915 58,513
2,112   698 1,414
50,000   40,319 9,681
3,529   2,154 1,375
7,060   1,810 5,250
4,355   7,134 -2,779
8,305   1,978 6,327
3,568   4,877 -1,309
238   404 -166
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
      9,614
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       1,564
b       -279
c       -643
d       241
e        
      491
      1,600
      35
      214
      -106
       
      1,685
      1,211
      3,004
      2,262
      361
      2,035
      644
      1,908
      573
      2,930
      1,152
      1,570
      539
      2,225
      1,578
      1,744
      1,707
      612
      6,533
      2,636
      1,901
      1,801
      1,651
      980
      2,939
      2,099
      -359
      590
      87
      77
      -138
      43
      -50
      -1,295
      -301
      -111
      -1,669
      1,036
      677
      -1,654
      -12
      -1,343
      647
      -24
      -17
      -267
      -940
      1,084
      -548
      19
      5,319
      280
      1,792
      636
      199
      -224
      -436
      2,267
      757
      -181
      1,305
      2,405
      2,392
      167
      -130
      -806
      -442
      2,890
      -403
      46
      -228
      1,858
      1,654
      -2,755
      -2,182
      3,837
      -4,506
      2,203
      -1,243
      717
      2,154
      1,007
      -2,621
      -388
      -2,285
      2,466
      2,389
      118
      3,391
      -389
      1,210
      26
      1,076
      1,129
      2,285
      2,244
      193
      1,285
      1,469
      -459
      -314
      2,213
      108
      558
      -729
      -651
      510
      -3,343
      561
      -238
      -1,007
      922
      1,115
      -483
      2,478
      -31
      575
      4,203
      381
      -15
      2,551
      -56
      -62
      816
      -119
      619
      1,185
      419
      740
      1,447
      1,515
      1,284
      293
      422
      1,512
      1,211
      3,515
      2,001
      1,514
      -768
      -1,434
      2,406
      1,334
      2,483
      -537
      1,917
      597
      2,804
      1,073
      2,389
      1,641
      60
      -998
      133
      724
      3,511
      886
      2,142
      1,493
      3,026
      2,186
      3,044
      533
      -45
      4,190
      16,745
      58,513
      1,414
      9,681
      1,375
      5,250
      -2,779
      6,327
      -1,309
      -166
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 243,412
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  
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 4,146
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 0
3 Add lines 1 and 2........................... 3 4,146
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,146
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,476
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,518
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,994
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 152
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
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 arrowDE, CA
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 NORTH MAIN STREET D4001-065WINSTON SALEMNC ZIP+4right arrow27101
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
 
No
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
 
 
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
STEPHEN P DIAMOND PRES/TREAS
5 		0    
2711 CENTERVILLE ROAD STE 400
WILMINGTON,DE19808
MARTI DIAMOND VP/SECR.
5 		0    
2711 CENTERVILLE ROAD STE 400
WILMINGTON,DE19808
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 0
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
WELLS FARGO N A INVESTMENT MANAGEMEN 53,744
PO BOX 505 MAC H0006-092
SAINT LOUIS,MO63166
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
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
5,671,564
b
Average of monthly cash balances.......................
1b
237,730
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,909,294
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,909,294
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,639
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,820,655
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
291,033
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
291,033
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,146
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,146
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
286,887
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
286,887
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
286,887
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
261,345
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
261,345
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 7 286,887
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 260,164
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 261,345
a Applied to 2023, but not more than line 2a 260,164
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,181
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		285,706
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
MARTI AND STEVE DIAMOND
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
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

DOWNTOWN OAKLAND ASSOCIATION

388 19TH ST
OAKLAND,CA94612 		NONE PC GENERAL OPERATING 4,175

JSMF

1034 S BRENTWOOD BLVD STE 1860
ST LOUIS,MT63117 		NONE PC GENERAL OPERATING 406

COMMUNITY FDN FOR MONTEREY COUNTY

2354 GARDEN ROAD
Monterey,CA939405326 		NONE PC GENERAL SUPPORT 256,000
Total .................................right arrow 3a 260,581
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 ........... 		         
4 Dividends and interest from securities ....     14 119,117  
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 ............ 		    18 243,412  
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) ..   362,529  
13Total. Add line 12, columns (b), (d), and (e)..................
13
362,529
(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 InvestmentsCorpBondsSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Name of Bond End of Year Book Value End of Year Fair Market Value
15089QAJ3 CELANESE US HOLDINGS    
20030NBN0 COMCAST CORP    
231021AU0 CUMMINS INC    
29444UBK1 EQUINIX INC    
38141GXJ8 GOLDMAN SACHS GROUP    
776743AM8 ROPER TECHNOLOGIES    
097023DG7 BOEING CO    
579780AR8 MCCORMICK & CO    
02005NBQ2 ALLY FINANCIAL INC    
023135CF1 AMAZON.COM INC    
06051GKE8 VR BANK OF AMERICA    
075887BF5 BECTON DICKINSON AND    
125523CP3 CIGNA CORP    
45866FAU8 INTERCONTINENTALEXCH    
46647PCZ7 VR JPMORGAN CHASE &    
548661EG8 LOWE'S COS INC    
693506BU0 PPG INDUSTRIES INC    
00287YAQ2 ABBVIE INC    
023135CH7 AMAZON.COM INC    
036752AB9 ANTHEM INC    
037833EV8 APPLE INC    
06051GGA1 BANK OF AMERICA CORP    
06367WMQ3 BANK OF MONTREAL    
110122DP0 BRISTOL-MYERS SQUIBB    
120568BB5 BUNGE LTD FINANCE CO    
126650DM9 CVS HEALTH CORP    
14040HBN4 CAPITAL ONE FINANCIA    
166764BW9 CHEVRON CORP    
20030NCT6 COMCAST CORP    
25389JAR7 DIGITAL REALTY TRUST    
254687FL5 WALT DISNEY COMPANY/    
29444UBL9 EQUINIX INC    
38148LAE6 GOLDMAN SACHS GROUP    
46625HRV4 JPMORGAN CHASE & CO    
548661DY0 LOWE'S COS INC    
61746BEF9 MORGAN STANLEY    
61747YEZ4 VR MORGAN STANLEY 5    
67103HAL1 O'REILLY AUTOMOTIVE    
693475AZ8 PNC FINANCIAL SERVIC    
78016EZQ3 ROYAL BANK OF CANADA    
907818FU7 UNION PACIFIC CORP    
961214DW0 WESTPAC BANKING CORP    
SEE ATTACHED 682,958 685,228

TY 2024 InvestmentsCorpStockSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Name of Stock End of Year Book Value End of Year Fair Market Value
464287804 ISHARES CORE S&P SMA    
464287499 ISHARES RUSSELL MID-    
256206103 DODGE & COX INT'L ST    
00724F101 ADOBE INC    
02079K107 ALPHABET INC CL C    
023135106 AMAZON COM INC COM    
037833100 APPLE INC    
172967424 CITIGROUP INC.    
19247U106 COHEN & STEERS INSTL    
20030N101 COMCAST CORP CLASS A    
22160K105 COSTCO WHOLESALE COR    
235851102 DANAHER CORP    
30303M102 META PLATFORMS INC    
31620M106 FIDELITY NATL INFORM    
38141G104 GOLDMAN SACHS GROUP    
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
452308109 ILLINOIS TOOL WORKS    
46625H100 JPMORGAN CHASE & CO    
478160104 JOHNSON & JOHNSON    
571903202 MARRIOTT INTERNATION    
57636Q104 MASTERCARD INC    
58155Q103 MCKESSON CORP    
58933Y105 MERCK & CO INC NEW    
594918104 MICROSOFT CORP    
631103108 NASDAQ, INC    
63872T885 ALPHA SIMPLX GLOBAL    
641069406 NESTLE S.A. REGISTER    
64110L106 NETFLIX INC    
654106103 NIKE INC CL B    
666807102 NORTHROP GRUMMAN COR    
67066G104 NVIDIA CORP    
693475105 PNC FINANCIAL SERVIC    
693506107 PPG INDUSTRIES INC    
78409V104 S&P GLOBAL INC    
79466L302 SALESFORCE INC    
88160R101 TESLA, INC    
882508104 TEXAS INSTRUMENTS IN    
883556102 THERMO FISHER SCIENT    
907818108 UNION PACIFIC CORP    
92826C839 VISA INC-CLASS A SHR    
98138H101 WORKDAY INC    
G1151C101 ACCENTURE PLC    
G29183103 EATON CORP PLC    
G5960L103 MEDTRONIC PLC    
H1467J104 CHUBB LTD    
26441C204 DUKE ENERGY HOLDING    
492089107 KERINGIUNSPONSORED A    
518439104 ESTEE LAUDER COMPANI    
70450Y103 PAYPAL HOLDINGS INC    
713448108 PEPSICO INC    
92532F100 VERTEX PHARMACEUTICA    
125523100 CIGNA GROUP/THE    
169656105 CHIPOTLE MEXICAN GRI    
46120E602 INTUITIVE SURGICAL I    
494368103 KIMBERLY CLARK CORP    
539830109 LOCKHEED MARTIN CORP    
550021109 LULULEMON ATHLETICA    
852234103 BLOCK INC    
101137107 BOSTON SCIENTIFIC CO    
252131107 DEXCOM INC    
26614N102 DUPONT DE NEMOURS IN    
532457108 ELI LILLY & CO COM    
82509L107 SHOPIFY INC - A W/I    
842587107 SOUTHERN CO    
854502101 STANLEY BLACK & DECK    
90138F102 TWILIO INC    
90353T100 UBER TECHNOLOGIES IN    
00783V104 ADYEN NV-UNSPON ADR    
009066101 AIRBNB INC    
025816109 AMERICAN EXPRESS CO    
09247X101 BLACKROCK INC    
20825C104 CONOCOPHILLIPS    
22788C105 CROWDSTRIKE HOLDINGS    
25243Q205 DIAGEO PLC - ADR    
25746U109 DOMINION ENERGY INC    
27831R108 EV GLBL MACR ABS RTR    
502441306 LVMH MOET HENNESSY U    
548661107 LOWES COS INC    
571748102 MARSH & MCLENNAN COS    
57667L107 MATCH GROUP INC NEW    
723787107 PIONEER NAT RES CO C    
833445109 SNOWFLAKE INC    
872540109 TJX COMPANIES INC    
874039100 TAIWAN SEMICONDUCTOR    
88339J105 TRADE DESK INC/THE    
G0403H108 AON PLC    
G06242104 ATLASSIAN CORP PLC-C    
G8994E103 TRANE TECHNOLOGIES P    
L8681T102 SPOTIFY TECHNOLOGY S    
N6596X109 NXP SEMICONDUCTORS N    
09075V102 BIONTECH SE-ADR    
194162103 COLGATE PALMOLIVE CO    
443573100 HUBSPOT INC    
48251W104 KKR & CO INC -A    
617446448 MORGAN STANLEY    
679295105 OKTA INC    
743315103 PROGRESSIVE CORP OHI    
771049103 ROBLOX CORP    
81141R100 SEA LTD-ADR    
83304A106 SNAP INC    
87612E106 TARGET CORP    
91324P102 UNITEDHEALTH GROUP I    
969251552 WILLIAM BLAIR INTL G    
98980F104 ZOOMINFO TECHNOLOGIE    
002824100 ABBOTT LABS    
03027X100 AMERICAN TOWER CORP    
049468101 ATLASSIAN CORP PLC    
11135F101 BROADCOM INC    
369550108 GENERAL DYNAMICS COR    
482480100 KLA CORP    
580135101 MCDONALDS CORP    
58733R102 MERCADOLIBRE INC    
63872T448 ALPHA SIMPLX GLOBAL    
670100205 NOVO NORDISK A/S - A    
67103H107 O'REILLY AUTOMOTIVE    
717081103 PFIZER INC    
74340W103 PROLOGIS INC    
806857108 SCHLUMBERGER LTD    
824348106 SHERWIN WILLIAMS CO    
872590104 T-MOBILE US INC    
90384S303 ULTA BEAUTY, INC    
G51502105 JOHNSON CONTROLS INT    
00287Y109 ABBVIE INC    
007903107 ADVANCED MICRO DEVIC    
032654105 ANALOG DEVICES INC    
042068205 ARM HOLDINGS PLC ADR    
046353108 ASTRAZENECA PLC ADR    
097023105 BOEING CO    
127387108 CADENCE DESIGN SYSTE    
166764100 CHEVRON CORP    
464288869 ISHARES MICRO-CAP ET    
49177J102 KENVUE INC    
49338L103 KEYSIGHT TECHNOLOGIE    
502117203 L'OREAL - ADR    
60741F104 MOBILEYE GLOBAL INC    
60937P106 MONGODB INC    
615369105 MOODYS CORP    
693718108 PACCAR INC    
697435105 PALO ALTO NETWORKS I    
75513E101 RTX CORP    
78462F103 SPDR S & P 500 ETF T    
81762P102 SERVICENOW INC    
922908611 VANGUARD SMALL CAP V    
G6683N103 NU HOLDINGS LTD/CAYM    
N07059210 ASML HOLDING NV-NY R    
SEE ATTACHED 2,506,430 3,851,851

TY 2024 InvestmentsGovtObligationsSch
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
US Government Securities - End of Year Book Value:

678,756
US Government Securities - End of Year Fair Market Value:

674,156
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BIT990000 BLACKSTONE REAL ESTA      
SEE ATTACHED AT COST 429,931 437,459

TY 2024 OtherDecreasesSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Description Amount
PY ROC ADJUSTMENT 1,673
PURCHASE OF ACCRUED INT 597
COST BASIS ADJUSTMENT 615


TY 2024 OtherExpensesSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ADMINISTRATIVE EXPENSE 764 0   764
INVESTMENT EXPENSES - ADR FEES 39 39   0


TY 2024 OtherIncreasesSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Description Amount
MUTUAL FUND TIMING ADJUSTMENT 689


TY 2024 OtherProfessionalFeesSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WF BANK FEES 53,744 53,744    
INVESTMNT MNGMNT FEES (NON-DED 7,346 7,346    


TY 2024 TaxesSchedule
Name:
MARTI & STEVE DIAMOND CHARITABLE FOUNDATION
EIN:
47-5106683
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,252 1,252   0