2024-11-15T14:15:07-06:00 2023-12-31 341873282 CBIZ ADVISORS LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990PF 2023-01-01 411890047 ROBERT AND SUSAN DIAMOND FOUNDATION ROBE 9525463441 555 OAKRIDGE PLACE 230 HOPKINS MN 55305 ROBERT DIAMOND PRESIDENT 9525463441 2024-11-12 1 1 ANNE M LEDWEIN P00448677 6123397811 2024-11-12 2023 2024-10-15 13:58:12Z X 621430 X 25 X 17728 17728 4538 197841 4538 22291 22266 0 0 0 4200 2100 2100 3275 3275 0 25 0 25 7500 5375 2125 53091 53091 60591 5375 55216 -38300 16891 636 15975 14177 14177 330254 287607 338497 263673 270608 268756 610538 572392 621430 0 154 0 154 X 0 0 0 0 610538 572238 610538 572238 610538 572392 610538 -38300 0 572238 0 572238 JP MPRGAN - PUBLICLY TRADED SECURITIES 2023-12-31 197841 193303 4538 4538 4538 235 0 235 0 235 0 0 0 0 0 0 235 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A ROBERT DIAMOND 9525463441 555 OAKRIDGE PLACE HOPKINS MN 55305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT DIAMOND 555 OAKRIDGE PLACE HOPKINS MN 55305 VP 1.00 0 0 0 SUSAN DIAMOND 555 OAKRIDGE PLACE HOPKINS MN 55305 PRESIDENT 1.00 0 0 0 LORI FRITZ 11111 MILL RUN MINNETONKA MN 55305 DIRECTOR 1.00 0 0 0 STEVE DIAMOND 2 SILO ROAD PENNINGTON NJ 08534 DIRECTOR 1.00 0 0 0 SCOTT DIAMOND 1101 PINE STREET SANTA MONICA CA 90405 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 610806 13546 0 624352 0 0 624352 9365 614987 30749 30749 235 235 30514 0 30514 0 30514 55216 0 55216 30514 0 0 16826 24998 23852 24710 24292 114678 55216 0 0 0 30514 24702 0 0 139380 0 0 0 0 0 0 16826 122554 24998 23852 24710 24292 24702 ROBERT DIAMOND SUSAN DIAMOND X BET SHALOM CONGREGATION 13613 ORCHARD ROAD MINNETONKA MN 55305 NONE PC GENERAL FUNDING 20 JUDY KERNS PENCE CANCER FUND AURORA HEALTHCARE FOUNDATION 950 NORTH 12TH STREET MILWAUKEE WI 53233 NONE PC GENERAL FUNDING 20 HOSPICE OF THE VALLEY 1510 E FLOWER ST PHOENIX AZ 85014 NONE PC GENERAL FUNDING 20 PALM SPRINGS ART MUSEUM 101 NORTH MUSEUM DRIVE PALM SPRINGS CA 92262 NONE PC GENERAL FUNDING 25 JEWISH COMMUNITY RELATIONS COUNCIL OF MN AND DAKOTAS 4330 CEDAR LAKE RD ST LOUIS PARK MN 55416 NONE PC GENERAL FUNDING 25 MINNESOTA PUBLIC RADIO 480 CEDAR STREET SAINT PAUL MN 55101 NONE PC GENERAL FUNDING 36 CHILDREN'S MN FOUNDATION 5901 LINCOLN DRIVE EDINA MN 55436 NONE PC GENERAL FUNDING 50 TEMPLE OF AARON 616 MISSISSIPPI RIVER BLVD ST PAUL MN 55116 NONE PC GENERAL FUNDING 50 MINNEASOTA JCC 4330 CEDAR LAKE RD ST LOUIS PARK MN 55416 NONE PC GENERAL FUNDING 75 GREATER MINNEAPOLIS CRISIS NURSERY 4544 4TH AVE S MINNEAPOLIS MN 55419 NONE PC GENERAL FUNDING 100 STANFORD GRADUATE SCHOOL OF BUSINESS 326 GALVEZ STREET STANFORD CA 94305 NONE PC GENERAL FUNDING 100 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PC GENERAL FUNDING 100 TPT 172 4TH STREET EAST ST PAUL MN 55101 NONE PC GENERAL FUNDING 125 PEOPLE FOR THE AMERICA WAY 1101 15TH STREET NW SUITE 600 WASHINGTON DC 20005 NONE PC GENERAL FUNDING 150 JEWISH FAMILY AND CHILDREN'S SERVICES-MINNEAPOLIS 5905 GOLDEN VALLEY ROAD GOLDEN VALLEY MN 55422 NONE PC GENERAL FUNDING 150 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL FUNDING 350 PLANNED PARENTHOOD OF MNSD 671 VANDALIA STREET ST PAUL MN 55114 NONE PC GENERAL FUNDING 450 DESERT COMMUNITY FOUNDATION 75105 MERLE DRIVE PALM DESERT CA 922115211 NONE PC GENERAL FUNDING 500 GUTTMACHER INSTITUTE 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10005 NONE PC GENERAL FUNDING 1000 SHOLOM FOUNDATION 3610 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 NONE PC GENERAL FUNDING 1000 TEMPLE ISRAEL 2323 FREMONT AVENUE SOUTH MINNEAPOLIS MN 55405 NONE PC GENERAL FUNDING 7220 JEWISH FEDERATION OF THE DESERT 69710 HIGHWAY 111 RANCHO MIRAGE CA 92270 NONE PC GENERAL FUNDING/ISRAEL EMERGENCY FUND 8500 MINNEAPOLIS JEWISH FEDERATION 111 CHESHIRE LANE SUITE 50 MINNETONKA MN 55305 NONE PC GENERAL FUNDING/ISRAEL EMERGENCY FUND 33025 53091 0 14 17728 18 4538 0 22266 0 22266 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4200 2100 2100 JP MORGAN - PIMPCO INCOME FUND 6000 6057 JP MORGAN - SIX CIRCLES CREDIT OPPORT 12139 12057 JP MORGAN - SIX CIRCLES GLOBAL BOND 90100 86755 JP MORGAN - SIX CIRCLES ULTR SHRT 6000 6061 JP MORGAN - VANGUARD MORTGAGE-BACKED SEC 11950 11961 JP MORGAN - VANGUARD TOTAL BOND MARKET 30638 30744 JP MORGAN - VANGUARD TOTAL INTL BOND 89835 90190 JP MORGAN - VANGUARD LONG-TERM TREASURY 6008 6399 JP MORGAN - VANGUARD INT-TERM CORPORATE 17938 18532 JP MORGAN - FIDELITY 500 INDEX FUND 139871 167693 JP MORGAN - JPM BETABUILDERS CANADA 11440 12375 JP MORGAN - JPM BETABUILDERS DEVELO 9482 9407 JP MORGAN - JPM BETABUILDERS EUROPE 8644 9281 JP MORGAN - JPM BETABUILDERS JAPAN 15773 17909 JP MORGAN - SIX CIRCLES INTL UNCON 43662 48339 JP MORGAN - SIX CIRCLES US UNCONSTR 58735 73493 STATE OF MINNESOTA 25 0 25 OTHER 0 154 INVESTMENT FEES 3275 3275 0