Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
WESTFIELD
State or province
NJ
Country  
ZIP or foreign postal code
07090
A Employer identification number

13-4112479
B Telephone number (see instructions)

9082726302
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,559,529J 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 .................
3 Interest on savings and temporary cash investments 27,820 27,820  
4 Dividends and interest from securities... 52,345 52,345  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
35,085
b Gross sales price for all assets on line 6a 659,880
7 Capital gain net income (from Part IV, line 2)...  
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........ 115,250 80,165  
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
5,065      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,348      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 355      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,692      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,460 0   0
25 Contributions, gifts, grants paid....... 136,000 136,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 161,460 0   136,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,210
b Net investment income (if negative, enter -0-) 80,165
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 78,525    
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 257,657 Click to see attachment
List of Attached Documents:
// Content
321,351 		325,403
b Investments—corporate stock (attach schedule)....... 1,815,865 Click to see attachment
List of Attached Documents:
// Content
1,801,545 		2,234,126
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )   Click to see attachment
List of Attached Documents:
// Content
290 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,152,047 2,123,186 2,559,529
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 )   Click to see attachment
List of Attached Documents:
// Content
17,349
23 Total liabilities (add lines 17 through 22).........   17,349
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,152,047 2,105,837
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 2,152,047 2,105,837
30 Total liabilities and net assets/fund balances (see instructions). 2,152,047 2,123,186
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
2,152,047
2
Enter amount from Part I, line 27a .....................
2
-46,210
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,105,837
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,105,837
Form 990-PF (2025)
Form 990-PF (2025)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 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 1,114
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 1,114
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 1,114
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,400
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 1,400
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 286
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax286 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofDIAMONDSTON FOUNDATION Telephone no. (212) 697-2310

Located at610 SHACKAMAXON DRIVEWESTFIELDNJ ZIP+407090
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
2,498,261
b
Average of monthly cash balances.......................
1b
20,832
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,519,093
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
2,519,093
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,786
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,481,307
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
124,065
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
124,065
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,114
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,114
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
122,951
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
122,951
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
122,951
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, line 26, column (d) ..........
1a
136,000
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
136,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 122,951
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 4,565
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 136,000
a Applied to 2024, but not more than line 2a 4,565
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 2025 distributable amount..... 122,951
e Remaining amount distributed out of corpus 8,484
5 Excess distributions carryover applied to 2025.    
(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 8,484
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		8,484
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 8,484
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

ACLU FOUNDATION

125 BROAD STREET
18TH FLOOR
NEW YORK,NY10004 		NONE   CHARITABLE 500

ALZHEIMER'S FOUNDATION

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

ANIKAYA AKHRA INC

67 DANE STREET
SOMERVILLE,MA02143 		NONE   CHARITABLE 2,000

ASALI

37 WEST 26TH STREET
NEW YORK,NY10018 		NONE   CHARITABLE 3,000

BEYOND BOND & LEGAL DEFENSE FUND

126 HIGH ST
BOSTON,MA02110 		NONE   CHARITABLE 2,000

CARING MEN GLOBAL

5600 WISCONWSIN AVE
CHEVY CHASE,MD20815 		NONE   CHARITABLE 500

CHICKEN & EGG PICTURES

45 MAIN STREET 506
BROOKLYN,NY11201 		NONE   CHARITABLE 10,000

COMMON GOOD

222 EAST 46TH STREET
SUITE 401
NEW YORK,NY10017 		NONE   CHARITABLE 2,000

COMMUNITY FOOD BANK OF NJ

31 EVANS TERMINAL ROAD 1
HILLSIDE,NJ07205 		NONE   CHARITABLE 2,000

COMMUNITY HELP IN PARK SLOPE

200 4TH AVE
BROOKLYN,NY11217 		NONE   CHARITABLE 1,250

CONGREGATION ANSCHE CHESED

251 W 100TH STREET
NEW YORK,NY10025 		NONE   CHARITABLE 3,000

CONGREGATION B'NAI ISRAEL

201 CENTRAL STREET
SOMERVILLE,MA02145 		NONE   CHARITABLE 2,750

CROHN'S & COLITIS FOUNDATION NJ CHA

45 WILSON AVE
MANALAPAN,NJ07726 		NONE   CHARITABLE 5,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET
NEW YORK,NY10006 		NONE   CHARITABLE 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FU

450 LEXINGTON AVE 4184
NEW YORK,NY10017 		NONE   CHARITABLE 2,000

FRIENDS OF HEWLETT WOODMERE LIBRARY

1125 BROADWAY
HEWLETT,NY11557 		NONE   CHARITABLE 500

FRIENDS OF MIDDLESEX FELLS RESERVAT

235 W FOSTER ST
MELROSE,MA02176 		NONE   CHARITABLE 1,000

GENDER EQUITY POLICY INSTITUTE

525 S HEWITT STREET
LOS ANGELES,CA90013 		NONE   CHARITABLE 5,000

HAIRY CELL LEUKEMIA FOUNDATION

77 VAN NESS AVENUE
SUITE 101 1617
SAN FRANCISCO,CA94102 		NONE   CHARITABLE 20,000

HUMAN RIGHTS FIRST

75 BROAD STREET
31ST FLOOR
NEW YORK,NY10004 		NONE   CHARITABLE 1,250

ISRAAID (US) GLOBAL HUMANITARIAN AS

PO BOX 61227
PALO ALTO,CA94306 		NONE   CHARITABLE 1,500

JEWISH AGENCY FOR ISRAEL

633 3RD AVE
21ST FLOOR
NEW YORK,NY10017 		NONE   CHARITABLE 2,000

KIDS IN NEED OF DEFENCE

1201 L STREET NW
WASHINGTON,DC20005 		NONE   CHARITABLE 1,250

LEUKEMIA & LYMPHOMA SOCIETY

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

LONG ISLAND CARES

10 DAVIDS DRIVE
HAUPPAUGE,NY11788 		NONE   CHARITABLE 500

LOOP IT UP SAVANNAH

1106 EAST 59TH STREET
SAVANNAH,GA31404 		NONE   CHARITABLE 500

LOS ANGELES FIRE DEPARTMENT

200 NORTH MAIN STREET
16TH FLOOR
LOS ANGELES,CA90012 		NONE   CHARITABLE 1,000

MANHATTAN THEATRE CLUB

311 WEST 43RD STREET
SUITE 301
NEW YORK,NY10036 		NONE   CHARITABLE 2,500

MAZON

PO BOX 96119
8TH FLOOR
WASHINGTON,DC20024 		NONE   CHARITABLE 500

NATIONAL COUNCIL OF JEWISH WOMEN

70 SOUTH ORANGE AVE
PO BOX 1049
LIVINSTON,NJ07039 		NONE   CHARITABLE 2,000

NATIONAL IMMIGRATION LAW

3450 WILSHIRE BOULEVARD
108 62
LOS ANGELES,CA90010 		NONE   CHARITABLE 2,000

NEW ISRAEL FUND

6 E 39TH STREET
SUITE 120
NEW YORK,NY10022 		NONE   CHARITABLE 6,500

NORTHAMPTON PARENTS CENTER

297 MAIN STREET
NORTHAMPTON,MA01060 		NONE   CHARITABLE 750

NORTHAMPTON SURVIVAL CENTER

265 PROSPECT STREET
NORTHAMPTON,MA01060 		NONE   CHARITABLE 500

PREGNANCY JUSTICE

223 W 38TH STREET
1416
NEW YORK,NY10018 		NONE   CHARITABLE 2,000

REHABILITATION THOUGH THE ARTS

735 ANDERSON HILL ROAD
PURCHASE,NY10577 		NONE   CHARITABLE 1,500

RONALD MCDONALD HOUSE

120 N CARPENTER ST
CHICAGO,IL60673 		NONE   CHARITABLE 500

THE BRIDGE

860 BLOOMFIELD AVE WEST
CALDWELL,NJ07006 		NONE   CHARITABLE 2,500

THE BRONX DEFENDERS

360 E 161ST STREET
BRONX,NY10451 		NONE   CHARITABLE 2,500

THE DOOR

121 AVENUE OF THE AMERICA
NEW YORK,NY10013 		NONE   CHARITABLE 1,250

THE FILM COLLABORATIVE

3405 CAZADOR ST
LOS ANGELES,CA90065 		NONE   CHARITABLE 1,000

THE TREE OF LIFE INC

4047 OKEECHOBEE BOULEVARD
SUITE 206
WEST PALM BEACH,FL33409 		NONE   CHARITABLE 1,000

THE WELCOME PROJECT

530 MYSTIC AVE 111
SOMERVILLE,MA02143 		NONE   CHARITABLE 10,000

TIDES FOUNDATION

55 EXCHANGE PLACE 402
NEW YORK,NY10004 		NONE   CHARITABLE 5,000

TREEHOUSE SHAKERS

RADIO CITY STATION
PO BOX 186
NEW YORK,NY10101 		NONE   CHARITABLE 1,000

UJA-FEDERATION OF NEW YORK

PO BOX 4227
NEW YORK,NY10145 		NONE   CHARITABLE 10,000

UNITED STATES HOLOCAUST MEMORIAL MU

100 RAOUL WALLENBURG PLAC
WASHINGTON,DC20024 		NONE   CHARITABLE 1,500

UPTOWN FILM CENTER

440 W END AVENUE 4A
NEW YORK,NY10024 		NONE   CHARITABLE 1,000

VICTIM RIGHTS LAW CENTER

11 BEACON ST 520
BOSTON,MA02108 		NONE   CHARITABLE 2,000

WORLD CENTRAL KITCHEN

2001 L STREET NW
SUITE 500 PMB 2124
WASHINGTON,DC20036 		NONE   CHARITABLE 1,000
Total ................................. 3a 136,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 27,820  
4 Dividends and interest from securities ....     14 52,291 54
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 ............ 		        35,085
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) ..   80,111 35,139
13Total. Add line 12, columns (b), (d), and (e)..................
13
115,250
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,065      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 GainLossSaleOtherAssetsSch
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ABBVIE INC 2024-05 PURCHASE 2025-09   1,794 1,287     507  
BANK NOVA SCOTIA 2022-04 PURCHASE 2025-06   3,000 3,029     -29  
BANK NOVA SCOTIA 2022-05 PURCHASE 2025-06   20,000 19,446     554  
BANK NOVA SCOTIA 2022-08 PURCHASE 2025-06   1,000 964     36  
BANK NOVA SCOTIA 2023-05 PURCHASE 2025-06   1,000 927     73  
BANK NOVA SCOTIA 2023-11 PURCHASE 2025-06   2,000 2,024     -24  
BANK NOVA SCOTIA 2024-03 PURCHASE 2025-06   1,000 980     20  
BROADCOM INC 2023-11 PURCHASE 2025-01   9,877 4,047     5,830  
BROADCOM INC 2023-11 PURCHASE 2025-09   7,500 2,071     5,429  
CITIGROUP INC 2020-08 PURCHASE 2025-06   2,000 2,000        
CITIGROUP INC 2020-10 PURCHASE 2025-06   2,000 2,000        
CITIGROUP INC 2020-10 PURCHASE 2025-06   2,000 2,000        
CITIGROUP INC 2022-01 PURCHASE 2025-06   6,000 6,000        
CITIGROUP INC 2022-02 PURCHASE 2025-06   2,000 2,000        
CITIGROUP INC 2022-03 PURCHASE 2025-06   3,000 3,000        
CITIGROUP INC 2022-09 PURCHASE 2025-06   1,000 998     2  
CITIGROUP INC 2023-11 PURCHASE 2025-06   2,000 1,963     37  
CITIGROUP INC 2024-03 PURCHASE 2025-06   2,000 1,973     27  
COCA COLA COMPANY 2016-05 PURCHASE 2025-09   2,583 1,754     829  
COMCAST CORPCL A 2018-03 PURCHASE 2025-02   251 256     -5  
COMCAST CORPCL A 2018-03 PURCHASE 2025-02   3,086 3,141     -55  
COMCAST CORPCL A 2018-04 PURCHASE 2025-02   1,077 1,010     67  
COMCAST CORPCL A 2018-10 PURCHASE 2025-02   144 145     -1  
COMCAST CORPCL A 2018-10 PURCHASE 2025-02   1,005 1,018     -13  
COMCAST CORPCL A 2019-01 PURCHASE 2025-02   5,419 5,365     54  
COMCAST CORPCL A 2022-08 PURCHASE 2025-02   1,830 1,880     -50  
CORNING INC 2023-11 PURCHASE 2025-02   27,504 15,137     12,367  
EVEREST GROUP LTD 2023-11 PURCHASE 2025-03   735 815     -80  
EVEREST GROUP LTD 2023-11 PURCHASE 2025-09   335 408     -73  
EVEREST GROUP LTD 2023-11 PURCHASE 2025-11   11,487 14,269     -2,782  
FEDEX CORP NOTES 2020-08 PURCHASE 2025-03   986 1,022     -36  
GENERAL DYNAMICS CORP 2023-11 PURCHASE 2025-02   13,977 13,756     221  
GENERAL MTRS FINL CO INC 2020-08 PURCHASE 2025-01   2,000 2,000        
GENERAL MTRS FINL CO INC 2020-08 PURCHASE 2025-01   2,000 2,000        
GENERAL MTRS FINL CO INC 2020-08 PURCHASE 2025-01   2,000 2,000        
GENERAL MTRS FINL CO INC 2022-01 PURCHASE 2025-01   6,000 6,000        
GENERAL MTRS FINL CO INC 2022-02 PURCHASE 2025-01   2,000 2,000        
GENERAL MTRS FINL CO INC 2022-03 PURCHASE 2025-01   3,000 3,000        
GENERAL MTRS FINL CO INC 2022-09 PURCHASE 2025-01   1,000 989     11  
GENERAL MTRS FINL CO INC 2023-11 PURCHASE 2025-01   2,000 1,958     42  
GOLDMAN SACHS GROUP INC NOTES 2022-01 PURCHASE 2025-10   5,000 5,000        
GOLDMAN SACHS GROUP INC NOTES 2022-02 PURCHASE 2025-10   2,000 2,000        
GOLDMAN SACHS GROUP INC NOTES 2022-03 PURCHASE 2025-10   3,000 3,000        
GOLDMAN SACHS GROUP INC NOTES 2022-05 PURCHASE 2025-10   7,000 7,000        
GOLDMAN SACHS GROUP INC NOTES 2022-09 PURCHASE 2025-10   1,000 989     11  
GOLDMAN SACHS GROUP INC NOTES 2023-11 PURCHASE 2025-10   3,000 2,925     75  
GOLDMAN SACHS GROUP INC NOTES 2024-03 PURCHASE 2025-10   1,000 984     16  
GOLDMAN SACHS GROUP INC NOTES 2024-09 PURCHASE 2025-10   1,000 1,036     -36  
HESS CORP NOTES 2022-01 PURCHASE 2025-03   992 1,030     -38  
HP INCCOM 2024-03 PURCHASE 2025-04   7,994 9,856     -1,862  
HP INCCOM 2024-03 PURCHASE 2025-04   214 273     -59  
INTERNATIONAL BUSINESSMACHINES CORP 2023-11 PURCHASE 2025-01   4,223 2,954     1,269  
INTERNATIONAL BUSINESSMACHINES CORP 2023-11 PURCHASE 2025-03   761 466     295  
INTERNATIONAL BUSINESSMACHINES CORP 2023-11 PURCHASE 2025-09   1,351 777     574  
ISHARES INCISHARES ESG AWARE MSCI EM 2022-06 PURCHASE 2025-03   903 800     103  
ISHARES INCISHARES ESG AWARE MSCI EM 2022-06 PURCHASE 2025-09   10,372 7,682     2,690  
ISHARES TRUSTISHARES ESG AWARE MSCI 2022-06 PURCHASE 2025-03   3,800 2,773     1,027  
ISHARES TRUSTISHARES ESG AWARE MSCI 2022-06 PURCHASE 2025-09   3,709 2,465     1,244  
JOHNSON & JOHNSON 2023-11 PURCHASE 2025-03   3,263 3,027     236  
JOHNSON & JOHNSON 2023-11 PURCHASE 2025-07   3,420 3,330     90  
JOHNSON & JOHNSON 2024-05 PURCHASE 2025-07   155 149     6  
JOHNSON & JOHNSON 2024-05 PURCHASE 2025-07   7,307 7,044     263  
JPMORGAN CHASE & CO 2023-11 PURCHASE 2025-09   3,758 1,843     1,915  
LORD ABBETT SHORT DURATIONINCOME FUN 2020-06 PURCHASE 2025-01   80 80        
LORD ABBETT SHORT DURATIONINCOME FUN 2020-07 PURCHASE 2025-01   75 75        
LORD ABBETT SHORT DURATIONINCOME FUN 2020-10 PURCHASE 2025-01   15,274 16,438     -1,164  
LORD ABBETT SHORT DURATIONINCOME FUN 2020-10 PURCHASE 2025-01   85 92     -7  
LORD ABBETT SHORT DURATIONINCOME FUN 2021-11 PURCHASE 2025-01   147 159     -12  
LORD ABBETT SHORT DURATIONINCOME FUN 2021-12 PURCHASE 2025-01   153 165     -12  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-01 PURCHASE 2025-01   151 162     -11  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-01 PURCHASE 2025-01   5,744 6,146     -402  
LORD ABBETT SHORT DURATIONINCOME FUN 2023-06 PURCHASE 2025-01   396 427     -31  
LORD ABBETT SHORT DURATIONINCOME FUN 2024-05 PURCHASE 2025-01   520 559     -39  
LORD ABBETT SHORT DURATIONINCOME FUN 2024-10 PURCHASE 2025-01   507 552     -45  
LORD ABBETT SHORT DURATIONINCOME FUN 2024-11 PURCHASE 2025-01   513 554     -41  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-01 PURCHASE 2025-03   22,352 23,803     -1,451  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-02 PURCHASE 2025-03   182 194     -12  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-02 PURCHASE 2025-03   2,008 2,133     -125  
LORD ABBETT SHORT DURATIONINCOME FUN 2025-01 PURCHASE 2025-03   81 86     -5  
LORD ABBETT SHORT DURATIONINCOME FUN 2025-01 PURCHASE 2025-03   75 80     -5  
LORD ABBETT SHORT DURATIONINCOME FUN 2025-01 PURCHASE 2025-03   349 376     -27  
LORD ABBETT SHORT DURATIONINCOME FUN 2025-02 PURCHASE 2025-03   427 461     -34  
LORD ABBETT SHORT DURATIONINCOME FUN 2020-04 PURCHASE 2025-09   72 72        
LORD ABBETT SHORT DURATIONINCOME FUN 2020-05 PURCHASE 2025-09   81 81        
LORD ABBETT SHORT DURATIONINCOME FUN 2022-02 PURCHASE 2025-09   7,446 7,842     -396  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-03 PURCHASE 2025-09   242 254     -12  
LORD ABBETT SHORT DURATIONINCOME FUN 2022-03 PURCHASE 2025-09   13,621 14,111     -490  
LORD ABBETT SHORT DURATIONINCOME FUN 2025-03 PURCHASE 2025-09   403 428     -25  
LORD ABBETT SHORT DURATIONINCOME FUN 2025-04 PURCHASE 2025-09   367 389     -22  
NUSHARES ETF TRMID CAP GROWTH ETF 2022-06 PURCHASE 2025-09   344 233     111  
ORACLE CORPSENIOR UNSECURED NOTES 2023-11 PURCHASE 2025-11   22,374 22,144     230  
PHILLIPS 66COM 2023-11 PURCHASE 2025-03   3,351 3,072     279  
PHILLIPS 66COM 2023-11 PURCHASE 2025-07   3,026 2,836     190  
PHILLIPS 66COM 2023-11 PURCHASE 2025-09   260 236     24  
QUEST DIAGNOSTICS INC 2024-05 PURCHASE 2025-09   369 285     84  
SCHWAB CHARLES CORP NEWNON CUMULATIV 2022-09 PURCHASE 2025-06   19,000 18,584     416  
SCHWAB CHARLES CORP NEWNON CUMULATIV 2023-10 PURCHASE 2025-06   6,000 5,722     278  
SCHWAB CHARLES CORP NEWNON CUMULATIV 2023-11 PURCHASE 2025-06   3,000 2,922     78  
SCHWAB CHARLES CORP NEWNON CUMULATIV 2024-03 PURCHASE 2025-06   1,000 994     6  
SELECT SECTOR SPDR TRUSTSTATE STREET 2023-12 PURCHASE 2025-01   582 419     163  
TEXAS INSTRUMENTS INCORPORATED 2016-05 PURCHASE 2025-11   9,270 3,539     5,731  
UDR INC 2024-03 PURCHASE 2025-09   261 266     -5  
UDR INC 2023-11 PURCHASE 2025-10   3,833 3,510     323  
UDR INC 2024-03 PURCHASE 2025-10   2,628 2,738     -110  
UNION PACIFIC CORP 2016-05 PURCHASE 2025-03   477 167     310  
UNION PACIFIC CORP 2020-04 PURCHASE 2025-03   239 137     102  
UNION PACIFIC CORP 2016-05 PURCHASE 2025-09   1,132 416     716  
UNITED STATES TREASURY NOTE 2023-11 PURCHASE 2025-02   20,000 19,881     119  
UNITED STATES TREASURY NOTE 2023-11 PURCHASE 2025-02   2,000 1,991     9  
UNITED STATES TREASURY NOTES 2023-10 PURCHASE 2025-11   20,000 19,734     266  
UNITED STATES TREASURY NOTES 2023-11 PURCHASE 2025-11   1,000 997     3  
UNITED STATES TREASURY NOTES 2024-03 PURCHASE 2025-11   2,000 1,992     8  
VALERO ENERGY CORP NEW 2023-11 PURCHASE 2025-03   2,123 2,012     111  
VALERO ENERGY CORP NEW 2023-11 PURCHASE 2025-09   3,811 2,892     919  
WISDOMTREE TRUSTWISDOMTREE ENHANCED 2022-08 PURCHASE 2025-03   1,728 2,075     -347  
WISDOMTREE TRUSTWISDOMTREE ENHANCED 2024-08 PURCHASE 2025-03   311 366     -55  
WISDOMTREE TRUSTWISDOMTREE FLOATING 2022-06 PURCHASE 2025-03   10,741 10,722     19  
WISDOMTREE TRUSTWISDOMTREE FLOATING 2022-06 PURCHASE 2025-09   21,512 21,495     17  
COMCAST CORPCL A 2020-05 PURCHASE 2025-02   3,517 3,629     -112  
ISHARES GOLD TRUSTSHARES OF THE ISHA 2019-10 PURCHASE 2025-03   3,733 1,866     1,867  
ISHARES GOLD TRUSTSHARES OF THE ISHA 2019-10 PURCHASE 2025-09   7,957 3,195     4,762  
TEXAS INSTRUMENTS INCORPORATED 2020-05 PURCHASE 2025-11   1,119 771     348  
ABBOTT LABORATORIES 2024-03 PURCHASE 2025-02   2,571 2,264     307  
ABBOTT LABORATORIES 2025-03 PURCHASE 2025-09   1,230 1,146     84  
ABBVIE INC 2024-05 PURCHASE 2025-03   430 322     108  
ABERDEEN STANDARD INVESTMENTSETFS AB 2024-12 PURCHASE 2025-03   1,102 1,007     95  
ACCENTURE PLC IRELANDSHS CL A 2024-10 PURCHASE 2025-07   2,709 3,283     -574  
ACCENTURE PLC IRELANDSHS CL A 2024-10 PURCHASE 2025-08   9,590 14,227     -4,637  
ACCENTURE PLC IRELANDSHS CL A 2024-10 PURCHASE 2025-08   246 348     -102  
ACCENTURE PLC IRELANDSHS CL A 2025-02 PURCHASE 2025-08   3,197 4,694     -1,497  
ACCENTURE PLC IRELANDSHS CL A 2025-03 PURCHASE 2025-08   984 1,296     -312  
AMERICAN WTR CAP CORP 2025-01 PURCHASE 2025-03   970 963     7  
AVERY DENNISON CORP 2025-04 PURCHASE 2025-09   488 510     -22  
BANK NOVA SCOTIA 2024-09 PURCHASE 2025-06   1,000 987     13  
BLACKROCK INC 2025-03 PURCHASE 2025-09   1,137 954     183  
BROADCOM INC 2025-03 PURCHASE 2025-07   2,756 1,936     820  
BROADCOM INC 2025-03 PURCHASE 2025-09   2,727 1,548     1,179  
BUNGE GLOBAL SA 2025-08 PURCHASE 2025-09   3,804 4,142     -338  
CATERPILLAR INC 2025-07 PURCHASE 2025-09   937 779     158  
CISCO SYSTEMS INC 2025-03 PURCHASE 2025-09   945 851     94  
CITIGROUP INC 2024-08 PURCHASE 2025-06   1,000 994     6  
COCA COLA COMPANY 2024-09 PURCHASE 2025-03   279 286     -7  
COCA COLA COMPANY 2024-10 PURCHASE 2025-03   489 464     25  
COCA COLA COMPANY 2024-10 PURCHASE 2025-09   265 265        
COGNIZANT TECHNOLOGY SOLUTIONSCORP C 2025-08 PURCHASE 2025-09   1,367 1,409     -42  
COMCAST CORPCL A 2025-05 PURCHASE 2025-11   4,317 5,494     -1,177  
COMCAST CORPCL A 2025-09 PURCHASE 2025-11   4,894 5,589     -695  
CONSTELLATION BRANDS INCCL A 2025-04 PURCHASE 2025-08   8,196 8,851     -655  
CONSTELLATION BRANDS INCCL A 2025-07 PURCHASE 2025-08   11,611 11,672     -61  
GENERAL DYNAMICS CORP 2025-01 PURCHASE 2025-02   4,742 4,984     -242  
GENERAL MTRS FINL CO INC 2024-03 PURCHASE 2025-01   2,000 1,973     27  
GENERAL MTRS FINL CO INC 2024-08 PURCHASE 2025-01   1,000 995     5  
GOLDMAN SACHS GROUP INC NOTES 2025-09 PURCHASE 2025-10   2,000 2,000        
HARTFORD INSURANCE GROUP INC(THE) 2024-09 PURCHASE 2025-03   120 117     3  
HARTFORD INSURANCE GROUP INC(THE) 2025-02 PURCHASE 2025-09   651 583     68  
HOME DEPOT INC 2025-03 PURCHASE 2025-09   412 354     58  
HP INCCOM 2024-05 PURCHASE 2025-04   285 340     -55  
HP INCCOM 2025-03 PURCHASE 2025-04   688 837     -149  
INTERNATIONAL BUSINESSMACHINES CORP 2024-10 PURCHASE 2025-01   1,111 1,025     86  
ISHARES TRESG AWARE MSCI USA SMALL C 2025-03 PURCHASE 2025-09   10,917 9,483     1,434  
ISHARES TRUSTISHARES ESG AWARE MSCI 2024-09 PURCHASE 2025-03   3,293 3,247     46  
ISHARES TRUSTISHARES ESG AWARE MSCI 2024-10 PURCHASE 2025-03   2,196 2,083     113  
JPMORGAN CHASE & CO 2025-03 PURCHASE 2025-07   2,917 2,344     573  
JPMORGAN CHASE & CO 2025-03 PURCHASE 2025-09   626 469     157  
LOCKHEED MARTIN CORP 2024-11 PURCHASE 2025-09   475 536     -61  
MCDONALDS CORP 2024-10 PURCHASE 2025-08   307 293     14  
MCDONALDS CORP 2025-01 PURCHASE 2025-08   2,459 2,299     160  
MCDONALDS CORP 2025-03 PURCHASE 2025-08   615 607     8  
MCDONALDS CORP 2025-01 PURCHASE 2025-09   908 862     46  
MICROSOFT CORP 2025-02 PURCHASE 2025-09   1,546 1,210     336  
NEXTERA ENERGY INC 2024-07 PURCHASE 2025-01   2,175 2,242     -67  
NEXTERA ENERGY INC 2024-10 PURCHASE 2025-01   561 634     -73  
NEXTERA ENERGY INC 2024-07 PURCHASE 2025-03   4,893 4,919     -26  
NORTHROP GRUMMAN CORP 2025-02 PURCHASE 2025-03   2,941 2,754     187  
NORTHROP GRUMMAN CORP 2025-02 PURCHASE 2025-09   1,729 1,377     352  
NUSHARES ETF TRMID CAP GROWTH ETF 2025-03 PURCHASE 2025-09   2,952 2,624     328  
NUSHARES ETF TRMID CAP VALUE ETF 2025-03 PURCHASE 2025-09   2,451 2,202     249  
ORACLE CORPSENIOR UNSECURED NOTES 2025-03 PURCHASE 2025-11   973 980     -7  
ORACLE CORPSENIOR UNSECURED NOTES 2025-09 PURCHASE 2025-11   973 1,014     -41  
ORACLE CORPORATION 2025-04 PURCHASE 2025-09   2,279 941     1,338  
PHILLIPS 66COM 2024-10 PURCHASE 2025-03   387 366     21  
REGIONS FINANCIAL CORP 2025-03 PURCHASE 2025-09   214 172     42  
SELECT SECTOR SPDR TRUSTSTATE STREET 2024-07 PURCHASE 2025-01   4,266 3,845     421  
SELECT SECTOR SPDR TRUSTSTATE STREET 2025-02 PURCHASE 2025-05   5,483 5,509     -26  
SELECT SECTOR SPDR TRUSTSTATE STREET 2025-02 PURCHASE 2025-07   3,432 3,265     167  
SELECT SECTOR SPDR TRUSTSTATE STREET 2025-02 PURCHASE 2025-09   1,659 1,428     231  
SMURFIT WESTROCK PLCORDINARY SHARES 2024-12 PURCHASE 2025-01   5,185 5,329     -144  
SMURFIT WESTROCK PLCORDINARY SHARES 2024-12 PURCHASE 2025-03   45 53     -8  
SMURFIT WESTROCK PLCORDINARY SHARES 2024-12 PURCHASE 2025-04   5,262 6,821     -1,559  
TARGET CORP 2024-07 PURCHASE 2025-04   8,145 13,156     -5,011  
TARGET CORP 2024-09 PURCHASE 2025-04   370 623     -253  
TARGET CORP 2024-10 PURCHASE 2025-04   93 149     -56  
TARGET CORP 2025-03 PURCHASE 2025-04   185 213     -28  
TEXAS INSTRUMENTS INCORPORATED 2025-03 PURCHASE 2025-09   900 894     6  
TEXAS INSTRUMENTS INCORPORATED 2025-03 PURCHASE 2025-11   160 179     -19  
TJX COMPANIES INC NEW 2025-01 PURCHASE 2025-09   974 844     130  
UDR INC 2024-09 PURCHASE 2025-03   220 231     -11  
UDR INC 2024-10 PURCHASE 2025-03   132 131     1  
UDR INC 2024-10 PURCHASE 2025-09   75 87     -12  
UNION PACIFIC CORP 2024-09 PURCHASE 2025-03   239 246     -7  
UNION PACIFIC CORP 2024-10 PURCHASE 2025-03   239 232     7  
UNION PACIFIC CORP 2025-01 PURCHASE 2025-03   2,625 2,535     90  
UNITED STATES TREASURY NOTE 2024-03 PURCHASE 2025-02   1,000 996     4  
UNITED STATES TREASURY NOTES 2025-09 PURCHASE 2025-11   2,000 2,000        
VALERO ENERGY CORP NEW 2024-10 PURCHASE 2025-03   133 129     4  
WISDOMTREE TRUSTWISDOMTREE FLOATING 2024-03 PURCHASE 2025-03   1,160 1,161     -1  

TY 2025 InvestmentsCorpStockSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Name of Stock End of Year Book Value End of Year Fair Market Value
EMERGING EQUITY 89,356 123,660
INTERNATIONAL EQUITY 149,993 224,019
US LARGE CAP 286,032 447,053
US MID CAP 160,342 210,738
US SMALL CAP 109,509 161,517
FIXED INCOME 62,684 62,832
INT'L FIXED INCOME 53,842 55,890
US CORP INV GRADE FIXED 789,502 806,803
REAL ESTATE INV TRUSTS 6,601 6,129
COMMODIES 93,684 135,485

TY 2025 InvestmentsGovtObligationsSch
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
US Government Securities - End of Year Book Value:

321,351
US Government Securities - End of Year Fair Market Value:

325,403
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherAssetsSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE   290  


TY 2025 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 18,692      


TY 2025 OtherLiabilitiesSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Description Beginning of Year - Book Value End of Year - Book Value
BANK OVERDRAFT   17,349


TY 2025 TaxesSchedule
Name:
DIAMONDSTON FOUNDATION INC
EIN:
13-4112479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 393      
STATE FILING FEES 250      
FOREIGN TAXES PAID 705