Civic Intelligence

The Robert & Jennifer Diamond Family Foundation (C/O Gm Advisory)

990PF • Fiscal year 2025 • EIN 20-0618456

Apr 01, 2024 to Mar 31, 2025 • Filed on Feb 17, 2026

400 Broadhollow Rd 301Melville, NY 11747

(631) 227-3900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • NTEE T • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • NTEE T • $500k-$1M nonprofits • Source year 2025

Net Margin

63rd percentile

20%

Higher net margin than 63% of similar nonprofits.

2025 filings • NTEE T • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • NTEE T • $500k-$1M nonprofits • Source year 2025

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2025 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

36%

Faster revenue growth than 70% of similar nonprofits.

2025 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$730,811

Up $7,982 (+1.1%) from 2024

Net Assets

Up

$730,811

Up $7,982 (+1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Up

$39,682

Up $10,597 (+36%) from 2024

Expenses

Down

$31,700

Down $91,910 (-74%) from 2024

Net Income

Up

$7,982

Up $102,507 (+108%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,659,155Liabilities 2011: $4,981,7602011Assets 2012: $6,927,572Liabilities 2012: $4,913,4352012Assets 2013: $6,382,691Liabilities 2013: $4,098,9272013Assets 2014: $5,553,083Liabilities 2014: $3,931,2872014Assets 2015: $4,746,108Liabilities 2015: $4,012,0852015Assets 2018: $3,213,851Liabilities 2018: $1,850,000Net Assets 2018: $1,363,8512018Assets 2019: $1,700,477Liabilities 2019: $529,787Net Assets 2019: $1,170,6902019Assets 2020: $1,303,187Liabilities 2020: $700,000Net Assets 2020: $603,1872020Assets 2021: $1,161,941Liabilities 2021: $475,000Net Assets 2021: $686,9412021Assets 2022: $1,097,494Liabilities 2022: $300,000Net Assets 2022: $797,4942022Assets 2023: $847,354Liabilities 2023: $30,000Net Assets 2023: $817,3542023Assets 2024: $722,829Liabilities 2024: $0Net Assets 2024: $722,8292024Assets 2025: $730,811Liabilities 2025: $0Net Assets 2025: $730,8112025

Highlighted filing

2025

Assets$730,811
Liabilities$0
Net Assets$730,811

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,242,167Expenses 2011: $4,869,873Net Income 2011: -$2,627,7062011Revenue 2012: $22,343Expenses 2012: $296,116Net Income 2012: -$273,7732012Revenue 2013: $97,231Expenses 2013: $1,506,303Net Income 2013: -$1,409,0722013Revenue 2014: $134,487Expenses 2014: $824,064Net Income 2014: -$689,5772014Revenue 2015: $70,511Expenses 2015: $627,915Net Income 2015: -$557,4042015Revenue 2018: $60,961Expenses 2018: $359,205Net Income 2018: -$298,2442018Revenue 2019: $123,141Expenses 2019: $581,099Net Income 2019: -$457,9582019Revenue 2020: -$56,880Expenses 2020: $395,904Net Income 2020: -$452,7842020Revenue 2021: $83,754Expenses 2021: $0Net Income 2021: $83,7542021Revenue 2022: $113,290Expenses 2022: $2,737Net Income 2022: $110,5532022Revenue 2023: $22,860Expenses 2023: $3,000Net Income 2023: $19,8602023Revenue 2024: $29,085Expenses 2024: $123,610Net Income 2024: -$94,5252024Revenue 2025: $39,682Expenses 2025: $31,700Net Income 2025: $7,9822025

Highlighted filing

2025

Revenue$39,682
Expenses$31,700
Net Income$7,982
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 17, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE M PAGANUZZITreasurer-$0--
FRANK P MARZANOVice President-$0--
JENNIFER DIAMONDSecretary-$0--
ROBERT E DIAMOND IIIDirector-$0--
ROBERT E DIAMOND JRPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLLEGIATE SCHOOL INCUNRESTRICTED GRANT FOR EXEMPT PURPOSESPCNEW YORK, NY, US$10,000
Paid GrantUNITED STATES COURT TENNIS ASSOCIATIONUNRESTRICTED GRANT FOR EXEMPT PURPOSESPCVIENNA, VA, US$10,000
Paid GrantSANKATY HEAD FOUNDATION INCUNRESTRICTED GRANT FOR EXEMPT PURPOSESPCSIASCONSET, MA, US$7,250
Filing and Contact Details

Filer

Filer Name
The Robert & Jennifer Diamond
EIN
20-0618456
Phone
6312273900
Address
400 BROADHOLLOW RD 301, MELVILLE, NY 11747

Signing Officer

Name
Robert E Diamond Jr
Title
President
Phone
6312273900
Signed
2026-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Advisory LLC
Address
1301 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
Preparer
Daniel Kesner
Phone
2122970400
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER DIAMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT E DIAMOND III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT E DIAMOND JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GM ADVISORY GROUP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 BROADHOLLOW RD SUITE 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06312273900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT E DIAMOND JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT FOR EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT FOR EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GRANT FOR EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLLEGIATE SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SANKATY HEAD FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED STATES COURT TENNIS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 FREEDOM PL S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 875 100 SANKATY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 MAPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SIASCONSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VIENNA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102564
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222180
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029600
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0109271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0221065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0158961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0293285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0280963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0598154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0109271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0221065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0158961
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0879117
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0891439
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E DIAMOND JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06312273900
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & JENNIFER DIAMOND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION (C/O GM ADVISORY)
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0200618456
ReturnHeader/Filer/PhoneNum06312273900
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 BROADHOLLOW RD 301
ReturnHeader/Filer/USAddress/CityNm0MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0333709623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010019
ReturnHeader/PreparerPersonGrp/PhoneNum02122970400
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL KESNER
ReturnHeader/ReturnTs02026-02-17T17:27:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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