2025-03-05T09:28:59-05:00 2024-12-31 272987943 MAGONE & COMPANY PC 4 CENTURY DRIVE STE 260 PARSIPPANY NJ 070544612 990PF 2024-01-01 134112479 DIAMONDSTON FOUNDATION INC DIAM 9082726302 610 SHACKAMAXON DRIVE WESTFIELD NJ 07090 MICHAEL MARGOLIN PRESIDENT TREASURER 9082726302 2025-02-27 true false ALFRED MAHLER CPA P01229929 9733012300 2025-03-05 2024 2025-03-06 01:10:19Z X 2389251 X X 46163 46163 36633 36633 23839 768186 23839 106635 106635 4356 4356 2038 2038 559 559 17852 24805 6394 559 125575 125575 150380 6394 126134 -43745 100241 15984 42226 78525 78525 2137583 2073523 2310726 2195793 2152048 2389251 0 X 2195793 2152048 2195793 2152048 2195793 2152048 2195793 -43745 2152048 2152048 6 ABBOTT LABORATORIES ABT P 2024-10-30 2024-03-05 687 715 -28 -28 2000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2024-03-21 2000 1988 12 12 3 BROADCOM INCCOMMON STOCK AVGO P 2024-03-21 2023-11-28 4194 2824 1370 1370 34 COCA COLA COMPANY(THE) KO P 2024-03-08 2016-05-31 2021 1529 492 492 1000 CVS HEALTH CORPORATIONSENIOR UN P 2024-05-06 2023-04-26 988 1018 -30 -30 1 EVEREST GROUP LTDCOMMON STOCK EG P 2024-08-29 2023-11-28 390 408 -18 -18 63 GILEAD SCIENCES INC GILD P 2024-03-21 2023-11-28 4636 4685 -49 -49 70 HUNTINGTON INGALLS INDUSTRIESINC P 2024-11-18 2023-11-28 13532 16592 -3060 -3060 35 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-10-30 2022-10-18 473 589 -116 -116 130 ISHARES TRESG AWARE MSCI USA SMA P 2024-08-29 2022-06-17 5383 3992 1391 1391 1000 JPMORGAN CHASE & COA3/A-ORIGINA P 2024-10-30 2020-08-24 989 1060 -71 -71 5000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2022-03-16 5000 5166 -166 -166 49 MEDTRONIC PLCCOM MDT P 2024-07-10 2024-06-04 3751 4081 -330 -330 108 NUSHARES ETF TRMID CAP GROWTH ET P 2024-03-21 2022-06-17 4834 3589 1245 1245 8 PHILLIPS 66COM PSX P 2024-03-21 2023-11-28 1262 945 317 317 7 REGIONS FINANCIAL CORP RF P 2024-05-06 2024-03-21 139 140 -1 -1 116 STARBUCKS CORP SBUX P 2024-05-21 2023-11-28 9000 11742 -2742 -2742 1000 TRUIST FINL CORPBAA3/BBB-CUSIP: P 2024-08-29 2022-07-20 965 959 6 6 2000 UNITED STATES TREASURY NOTEWR/N P 2024-04-30 2024-03-21 2000 1994 6 6 1000 UNITEDHEALTH GROUP INCSENIOR UN P 2024-08-29 2023-12-01 1051 1031 20 20 10 ABBOTT LABORATORIES ABT P 2024-08-29 2024-03-05 1127 1192 -65 -65 1000 BANK OF AMERICA CORPSUBORDINATE P 2024-05-06 2020-08-24 995 1009 -14 -14 7 BROADCOM INCCOMMON STOCK AVGO P 2024-03-04 2023-11-28 9919 6589 3330 3330 5 COCA COLA COMPANY(THE) KO P 2024-03-08 2018-11-10 297 235 62 62 66 CVS HEALTH CORPORATION CVS P 2024-05-23 2024-05-06 3738 3682 56 56 1 EVEREST GROUP LTDCOMMON STOCK EG P 2024-05-06 2023-11-28 377 408 -31 -31 1000 GOLDMAN SACHS GROUP INCBAA2/BBB P 2024-08-29 2020-08-24 993 993 1 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-11-18 2024-09-25 193 259 -66 -66 101 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-05-06 2022-10-18 1424 1701 -277 -277 37 ISHARES TRESG AWARE MSCI USA SMAL P 2024-05-06 2022-06-17 1443 1136 307 307 1000 JPMORGAN CHASE & COBAA2/BBBCUSI P 2024-09-25 2024-08-16 1073 1056 17 17 12000 M & T BANK CORPORATIONPERPETUA P 2024-08-15 2022-05-16 12000 12085 -85 -85 1000 META PLATFORMS INCAA3/AA-ORIGIN P 2024-09-25 2024-08-26 973 966 7 7 44 NUSHARES ETF TRMID CAP VALUE ETF P 2024-10-30 2022-06-17 1598 1307 291 291 39 PHILLIPS 66COM PSX P 2024-03-05 2023-11-28 5712 4608 1104 1104 1000 SCHWAB CHARLES CORP NEWNON CUMU P 2024-10-30 2024-08-30 998 998 13 STARBUCKS CORP SBUX P 2024-05-21 2024-03-04 1009 1319 -310 -310 1000 TRUIST FINL CORPBAA3/BBB-CUSIP: P 2024-05-06 2022-07-20 926 959 -33 -33 20000 UNITED STATES TREASURY NOTEWR/ P 2024-04-30 2022-05-23 20000 19954 46 46 5 VALERO ENERGY CORP NEW VLO P 2024-09-25 2023-11-28 670 629 41 41 9 ABBOTT LABORATORIES ABT P 2024-03-21 2024-03-05 1001 1073 -72 -72 1000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2020-08-24 1000 1000 17 CISCO SYSTEMS INC CSCO P 2024-10-30 2023-11-28 942 814 128 128 1 COCA COLA COMPANY(THE) KO P 2024-03-08 2019-01-11 59 46 13 13 95 CVS HEALTH CORPORATION CVS P 2024-05-23 2021-04-12 5381 7089 -1708 -1708 4 EVEREST GROUP LTDCOMMON STOCK EG P 2024-03-21 2023-11-28 1539 1631 -92 -92 1000 GOLDMAN SACHS GROUP INCBAA2/BBB P 2024-10-30 2020-08-24 993 1027 -34 -34 1 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-10-30 2024-09-25 253 259 -6 -6 66 ISHARES GOLD TRUSTSHARES OF THE I P 2024-10-30 2019-10-11 3476 1866 1610 1610 293 ISHARES TRESG AWARE MSCI USA SMA P 2024-03-21 2022-06-17 11632 8998 2634 2634 7 JPMORGAN CHASE & CO JPM P 2024-10-30 2023-11-28 1576 1075 501 501 1000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2022-08-31 1000 1007 -7 -7 2 MICROSOFT CORP MSFT P 2024-10-30 2024-03-21 869 857 12 12 11 NUSHARES ETF TRMID CAP VALUE ETF P 2024-09-25 2022-06-17 401 327 74 74 39 PHILLIPS 66COM PSX P 2024-03-04 2023-11-28 5640 4608 1032 1032 1000 SCHWAB CHARLES CORP NEWNON CUMU P 2024-05-06 2024-03-21 996 994 2 2 48 STARBUCKS CORP SBUX P 2024-05-21 2024-03-04 3724 4434 -710 -710 13000 TRUIST FINL CORPBAA3/BBB-CUSIP P 2024-01-29 2022-07-20 12092 12464 -372 -372 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2024-01-29 974 1002 -28 -28 31 VALERO ENERGY CORP NEW VLO P 2024-05-22 2023-11-28 5058 3897 1161 1161 3 ABBVIE INC ABBV P 2024-10-30 2024-05-22 604 483 121 121 14000 BANK OF AMERICA CORPSUBORDINAT P 2024-08-26 2022-04-25 14000 14000 12 CISCO SYSTEMS INC CSCO P 2024-10-30 2022-05-16 665 593 72 72 28 COCA COLA COMPANY(THE) KO P 2024-03-08 2022-03-16 1664 1670 -6 -6 86 CVS HEALTH CORPORATION CVS P 2024-05-23 2023-05-18 4871 5885 -1014 -1014 1 GENERAL DYNAMICS CORP GD P 2024-10-30 2023-11-28 303 246 57 57 1 HARTFORD FINANCIAL SERVICESGROUP I P 2024-08-29 2024-03-11 115 98 17 17 3 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-08-29 2023-11-28 854 711 143 143 34 ISHARES GOLD TRUSTSHARES OF THE I P 2024-09-25 2019-10-11 1706 961 745 745 56 ISHARES TRUSTISHARES ESG AWARE MS P 2024-08-29 2022-06-17 4675 3451 1224 1224 3 JPMORGAN CHASE & CO JPM P 2024-10-30 2024-09-25 675 629 46 46 6000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2023-05-18 6000 5194 806 806 1 MICROSOFT CORP MSFT P 2024-09-25 2024-03-21 431 429 2 2 101 NUSHARES ETF TRMID CAP VALUE ETF P 2024-08-29 2022-06-17 3611 3000 611 611 1000 PNC FINL SVCS GROUP INCJUNIOR S P 2024-05-06 2024-03-21 998 995 3 3 11 SELECT SECTOR SPDR TRUSTTHE COMMU P 2024-10-30 2024-07-10 1025 961 64 64 39 STARBUCKS CORP SBUX P 2024-05-21 2024-05-06 3026 2851 175 175 3000 TRUIST FINL CORPBAA3/BBB-CUSIP: P 2024-01-29 2022-08-29 2790 2907 -117 -117 1000 UNITED STATES TREASURY NOTEN/A/ P 2024-05-06 2023-11-29 993 997 -4 -4 3 VALERO ENERGY CORP NEW VLO P 2024-05-22 2024-05-06 489 477 12 12 3 ABBVIE INC ABBV P 2024-09-25 2024-05-22 576 483 93 93 3000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2022-05-16 3000 3000 2 CISCO SYSTEMS INC CSCO P 2024-09-25 2022-05-16 105 99 6 6 1000 COMCAST CORPSENIOR NOTESA3/A-OR P 2024-08-29 2024-03-21 990 965 25 25 36 CVS HEALTH CORPORATION CVS P 2024-03-21 2021-04-12 2822 2687 135 135 1 GENERAL DYNAMICS CORP GD P 2024-08-29 2023-11-28 300 246 54 54 3 HARTFORD FINANCIAL SERVICESGROUP I P 2024-08-29 2024-03-21 346 302 44 44 11 HUNTINGTON INGALLS INDUSTRIESINC P 2024-08-29 2024-05-06 3133 2714 419 419 4 ISHARES GOLD TRUSTSHARES OF THE IS P 2024-09-25 2022-08-26 201 132 69 69 65 ISHARES TRUSTISHARES ESG AWARE MS P 2024-05-06 2022-06-17 5181 4005 1176 1176 4 JPMORGAN CHASE & CO JPM P 2024-08-29 2023-11-28 889 614 275 275 6000 M & T BANK CORPORATIONPERPETUAL P 2024-01-08 2018-11-01 5958 6390 -432 -432 1000 MORGAN STANLEYSUBORDINATEDBAA1/ P 2024-05-06 2020-08-24 980 1066 -86 -86 20 NUSHARES ETF TRMID CAP VALUE ETF P 2024-05-06 2022-06-17 664 594 70 70 14000 PNC FINL SVCS GROUP INCJUNIOR P 2024-01-08 2022-09-15 13622 13755 -133 -133 3 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-09-25 2024-07-10 268 262 6 6 13 STARBUCKS CORP SBUX P 2024-03-21 2023-11-28 1198 1198 4 UDR INCCOM UDR P 2024-08-29 2024-03-08 178 152 26 26 1000 UNITED STATES TREASURY NOTEWR/N P 2024-12-02 2024-03-21 1000 995 5 5 22 VALERO ENERGY CORP NEW VLO P 2024-03-21 2023-11-28 3740 2766 974 974 5 ABBVIE INC ABBV P 2024-08-29 2024-05-06 978 813 165 165 1000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2022-09-02 1000 999 1 1 23 CISCO SYSTEMS INC CSCO P 2024-08-29 2022-05-16 1162 1136 26 26 29 COMCAST CORPCL A CMCSA P 2024-10-30 2020-05-01 1227 1074 153 153 51 EASTMAN CHEMICAL CO EMN P 2024-12-30 2024-07-10 4616 4907 -291 -291 3 GENERAL DYNAMICS CORP GD P 2024-05-06 2023-11-28 872 737 135 135 1000 HESS CORPBAA3/BBB-ORIGINAL COST P 2024-08-29 2022-01-19 994 1038 -44 -44 2 HUNTINGTON INGALLS INDUSTRIESINC H P 2024-03-21 2023-11-28 584 474 110 110 59 ISHARES GOLD TRUSTSHARES OF THE I P 2024-08-29 2022-08-26 2816 1946 870 870 42 ISHARES TRUSTISHARES ESG AWARE MS P 2024-03-21 2022-06-17 3357 2588 769 769 1 JPMORGAN CHASE & CO JPM P 2024-08-29 2024-05-06 222 192 30 30 8000 M & T BANK CORPORATIONPERPETUAL P 2024-01-08 2022-01-19 7944 8547 -603 -603 1000 MORGAN STANLEYSUBORDINATEDBAA1/ P 2024-10-30 2020-08-24 993 1052 -59 -59 145 NUSHARES ETF TRMID CAP VALUE ETF P 2024-03-21 2022-06-17 4900 4307 593 593 4 QUALCOMM INC QCOM P 2024-10-30 2024-08-29 676 694 -18 -18 3 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-08-29 2024-07-10 262 262 184 SYSCO CORP SYY P 2024-07-31 2023-11-28 14038 13213 825 825 10 UDR INCCOM UDR P 2024-05-06 2024-03-08 388 380 8 8 1000 UNITED STATES TREASURY NOTEWR/N P 2024-05-06 2024-03-21 995 995 1 VERIZON COMMUNICATIONS VZ P 2024-09-25 2024-07-10 45 41 4 4 4 ABBVIE INC ABBV P 2024-08-29 2024-05-22 782 643 139 139 2 BLACKROCK INCCUSIP: 09247X101 P 2024-08-29 2024-03-21 1788 1685 103 103 46 CISCO SYSTEMS INC CSCO P 2024-03-21 2022-03-16 2304 2557 -253 -253 9 COMCAST CORPCL A CMCSA P 2024-09-25 2020-05-01 368 333 35 35 4 EASTMAN CHEMICAL CO EMN P 2024-12-30 2024-09-25 362 441 -79 -79 6 GENERAL DYNAMICS CORP GD P 2024-03-21 2023-11-28 1698 1474 224 224 1 HOME DEPOT INC HD P 2024-10-30 2024-09-25 394 397 -3 -3 1 INTERNATIONAL BUSINESSMACHINES COR P 2024-09-25 2023-11-28 221 155 66 66 24 ISHARES GOLD TRUSTSHARES OF THE I P 2024-05-06 2024-03-21 1055 986 69 69 79 ISHARES TRUSTISHARES 1 3 YEAR TRE P 2024-02-05 2023-11-28 6461 6441 20 20 1 JPMORGAN CHASE & CO JPM P 2024-03-21 2023-11-28 199 154 45 45 1000 MCDONALDS CORPSENIOR NOTESBAA1/ P 2024-08-29 2024-03-21 927 901 26 26 1000 MOTOROLA SOLUTIONS INCSENIOR NO P 2024-05-06 2020-08-24 978 1087 -109 -109 59 OMNICOM GROUP INC OMC P 2024-07-10 2024-03-07 5369 5386 -17 -17 2 QUALCOMM INC QCOM P 2024-09-25 2024-08-29 335 347 -12 -12 2 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-05-06 2023-12-11 162 140 22 22 9 SYSCO CORP SYY P 2024-07-31 2024-05-06 687 676 11 11 45 UDR INCCOM UDR P 2024-03-21 2024-03-08 1697 1711 -14 -14 1000 UNITED STATES TREASURY NOTEWR/N P 2024-10-30 2024-09-25 1000 1000 9 VERIZON COMMUNICATIONS VZ P 2024-08-29 2024-07-10 372 369 3 3 22 ABBVIE INC ABBV P 2024-03-21 2023-11-28 3892 3042 850 850 1 BLACKROCK INCCOMMON STOCK BLK P 2024-10-30 2024-05-06 982 770 212 212 36 CISCO SYSTEMS INC CSCO P 2024-03-21 2022-05-16 1803 1778 25 25 36 COMCAST CORPCL A CMCSA P 2024-08-29 2024-05-06 1431 1387 44 44 1 EASTMAN CHEMICAL CO EMN P 2024-12-30 2024-10-30 91 105 -14 -14 1000 GENERAL MTRS FINL CO INCWR/NROR P 2024-05-06 2020-08-25 987 1013 -26 -26 1 HOME DEPOT INC HD P 2024-10-30 2020-05-01 394 218 176 176 6 INTERNATIONAL BUSINESSMACHINES COR P 2024-08-29 2023-11-28 1203 933 270 270 89 ISHARES GOLD TRUSTSHARES OF THE I P 2024-05-06 2022-08-26 3914 2936 978 978 191 ISHARES TRUSTISHARES 1 3 YEAR TR P 2024-02-05 2022-06-21 15622 15723 -101 -101 473.257 LORD ABBETT SHORT DURATIONIN P 2024-10-30 2020-10-21 1832 1894 -62 -62 1000 MCDONALDS CORPSENIOR NOTESBAA1/ P 2024-05-06 2024-03-21 891 901 -10 -10 1000 MOTOROLA SOLUTIONS INCSENIOR NO P 2024-10-30 2020-08-24 998 1076 -78 -78 114 OMNICOM GROUP INC OMC P 2024-07-10 2024-03-08 10374 10474 -100 -100 5 QUALCOMM INC QCOM P 2024-05-06 2023-11-28 907 632 275 275 9 SELECT SECTOR SPDR TRUSTTHE COMMUN P 2024-03-21 2023-12-11 736 628 108 108 4 SYSCO CORP SYY P 2024-03-21 2023-11-28 324 287 37 37 4 UNION PACIFIC CORP UNP P 2024-08-29 2020-04-03 1017 549 468 468 22000 UNITED STATES TREASURY NOTEWR/ P 2024-12-02 2023-11-29 22000 21854 146 146 1000 WELLS FARGO & COA3/BBBORIGINAL P 2024-10-30 2020-08-24 988 1061 -73 -73 50 ABBVIE INC ABBV P 2024-03-05 2023-11-28 8969 6914 2055 2055 1 BLACKROCK INCCOMMON STOCK BLK P 2024-10-30 2021-03-31 982 761 221 221 1000 CITIGROUP INCBAA2/BBBORIGINAL C P 2024-05-06 2020-10-26 985 1033 -48 -48 3 COMCAST CORPCL A CMCSA P 2024-08-29 2020-05-01 119 111 8 8 80 EASTMAN CHEMICAL CO EMN P 2024-12-30 2023-11-28 7241 6590 651 651 1000 GENERAL MTRS FINL CO INCWR/NROR P 2024-10-30 2020-08-24 997 1004 -7 -7 7 HOME DEPOT INC HD P 2024-08-29 2024-05-06 2584 2396 188 188 14 INTERNATIONAL BUSINESSMACHINES CO P 2024-08-29 2024-05-06 2806 2354 452 452 44 ISHARES INCISHARES ESG AWARE MSCI P 2024-10-30 2022-06-17 1566 1408 158 158 202 ISHARES TRUSTISHARES 1 3 YEAR TR P 2024-01-29 2022-06-21 16596 16629 -33 -33 132.203 LORD ABBETT SHORT DURATIONIN P 2024-10-30 2024-06-03 512 551 -39 -39 1000 MCDONALDS CORPSENIOR NOTESBAA1/ P 2024-10-30 2024-09-25 915 939 -24 -24 2 NEXTERA ENERGY INC NEE P 2024-09-25 2024-07-10 170 145 25 25 2 OMNICOM GROUP INC OMC P 2024-05-06 2024-03-08 186 184 2 2 3 QUALCOMM INC QCOM P 2024-05-06 2024-03-21 544 517 27 27 153 SKYWORKS SOLUTIONS INC SWKS P 2024-10-09 2023-11-28 14960 14469 491 491 66 SYSCO CORP SYY P 2024-03-08 2023-11-28 5280 4739 541 541 2 UNION PACIFIC CORP UNP P 2024-03-21 2020-04-03 496 275 221 221 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2024-03-21 995 996 -1 -1 34 WISDOMTREE TRUSTWISDOMTREE ENHANC P 2024-09-25 2022-08-26 649 649 1000 AMGEN INCBAA1/BBB+ORIGINAL COST P 2024-05-06 2024-03-21 946 948 -2 -2 1000 BP CAP MKTS P L CSUBORDINATED U P 2024-10-30 2022-08-09 980 938 42 42 1000 CITIGROUP INCBAA2/BBBORIGINAL C P 2024-10-30 2020-08-24 995 1018 -23 -23 28 COMCAST CORPCL A CMCSA P 2024-03-21 2020-05-01 1195 1037 158 158 3 EASTMAN CHEMICAL CO EMN P 2024-08-29 2024-07-10 305 289 16 16 86 GENUINE PARTS CO GPC P 2024-10-09 2024-05-21 11530 12995 -1465 -1465 3 HOME DEPOT INC HD P 2024-08-29 2020-05-01 1108 655 453 453 2 INTERNATIONAL BUSINESSMACHINES COR P 2024-03-21 2023-11-28 386 311 75 75 81 ISHARES INCISHARES ESG AWARE MSCI P 2024-09-25 2022-06-17 2911 2593 318 318 196 ISHARES TRUSTISHARES 1 3 YEAR TR P 2024-01-08 2022-06-21 16074 16135 -61 -61 687.805 LORD ABBETT SHORT DURATIONIN P 2024-05-06 2020-10-21 2641 2780 -139 -139 1 MCDONALDS CORP MCD P 2024-09-25 2016-05-31 300 123 177 177 19 NEXTERA ENERGY INC NEE P 2024-08-29 2024-07-10 1519 1374 145 145 1 OMNICOM GROUP INC OMC P 2024-03-21 2024-03-08 95 92 3 3 1 QUEST DIAGNOSTICS INC DGX P 2024-10-30 2024-05-22 156 143 13 13 25 SKYWORKS SOLUTIONS INC SWKS P 2024-10-09 2024-05-06 2445 2302 143 143 11 TARGET CORP TGT P 2024-08-29 2024-07-31 1690 1645 45 45 12 UNION PACIFIC CORP UNP P 2024-03-08 2023-05-18 2995 2363 632 632 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-10-30 2024-09-25 1000 1001 -1 -1 140 WISDOMTREE TRUSTWISDOMTREE ENHAN P 2024-05-06 2022-05-16 2661 3571 -910 -910 1000 AMGEN INCBAA1/BBB+ORIGINAL COST P 2024-10-30 2024-08-30 966 966 1000 BP CAP MKTS P L CSUBORDINATED U P 2024-05-06 2024-03-21 938 959 -21 -21 51 CME GROUP INC CME P 2024-03-11 2023-11-28 11021 11042 -21 -21 35 CORNING INC GLW P 2024-10-30 2023-11-28 1682 972 710 710 6 EASTMAN CHEMICAL CO EMN P 2024-05-06 2023-11-28 591 494 97 97 3 GENUINE PARTS CO GPC P 2024-10-09 2024-09-25 402 442 -40 -40 1 HOME DEPOT INC HD P 2024-03-21 2020-05-01 393 218 175 175 224 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-12-19 2024-03-21 2967 3080 -113 -113 14 ISHARES INCISHARES ESG AWARE MSCI P 2024-08-29 2022-06-17 481 448 33 33 6 ISHARES TRUSTISHARES 1 3 YEAR TREA P 2024-01-08 2022-08-26 492 494 -2 -2 426.636 LORD ABBETT SHORT DURATIONIN P 2024-05-06 2020-11-03 1638 1779 -141 -141 2 MCDONALDS CORP MCD P 2024-08-29 2016-05-31 576 247 329 329 10 NEXTERA ENERGY INC NEE P 2024-05-06 2024-03-06 712 554 158 158 1000 ORACLE CORPSENIOR UNSECUREDBAA2 P 2024-08-29 2024-03-21 1004 975 29 29 5 QUEST DIAGNOSTICS INC DGX P 2024-08-29 2024-05-22 781 713 68 68 3 SKYWORKS SOLUTIONS INC SWKS P 2024-10-09 2024-09-25 293 291 2 2 4 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-10-30 2024-09-25 837 819 18 18 3 UNION PACIFIC CORP UNP P 2024-03-08 2020-04-03 749 412 337 337 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2023-11-29 996 1001 -5 -5 56 WISDOMTREE TRUSTWISDOMTREE ENHANC P 2024-05-06 2022-08-26 1065 1306 -241 -241 1000 BAKER HUGHES A GE CO LLC / BASR P 2024-05-06 2022-01-19 940 1030 -90 -90 15000 BP CAP MKTS P L CSUBORDINATED P 2024-01-29 2022-08-09 14219 14063 156 156 1 COCA COLA COMPANY(THE) KO P 2024-08-29 2016-05-31 72 45 27 27 26 CORNING INC GLW P 2024-10-30 2024-09-25 1249 1165 84 84 30 EASTMAN CHEMICAL CO EMN P 2024-03-21 2023-11-28 2824 2471 353 353 25 GENUINE PARTS CO GPC P 2024-08-29 2024-05-21 3573 3753 -180 -180 1000 HONEYWELL INTL INCA2/AORIGINAL P 2024-05-06 2024-01-29 999 1023 -24 -24 123 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-12-19 2024-08-29 1629 1658 -29 -29 156 ISHARES INCISHARES ESG AWARE MSC P 2024-05-06 2024-03-21 5207 5066 141 141 2 JOHNSON & JOHNSONCOMMON STOCK JNJ P 2024-10-30 2024-09-25 321 322 -1 -1 101.775 LORD ABBETT SHORT DURATIONIN P 2024-05-06 2023-05-01 391 426 -35 -35 17 MCDONALDS CORP MCD P 2024-07-10 2024-03-21 4201 4830 -629 -629 5 NEXTERA ENERGY INC NEE P 2024-05-06 2024-03-21 356 312 44 44 1000 PARKER HANNIFIN CORPBAA1/BBB+OR P 2024-08-29 2024-01-08 1004 995 9 9 5 REGIONS FINANCIAL CORP RF P 2024-10-30 2024-03-11 121 98 23 23 31 SKYWORKS SOLUTIONS INC SWKS P 2024-08-29 2023-11-28 3420 2932 488 488 2 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-08-29 2020-05-01 427 220 207 207 6 UNION PACIFIC CORP UNP P 2024-03-08 2020-04-03 1498 824 674 674 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-10-30 2024-09-25 1005 1013 -8 -8 32 WISDOMTREE TRUSTWISDOMTREE FLOATI P 2024-10-30 2024-03-21 1608 1615 -7 -7 1000 BANK NOVA SCOTIABAA3/BBB-CUSIP: P 2024-10-30 2023-11-29 990 1012 -22 -22 7 BROADCOM INCCOMMON STOCK AVGO P 2024-10-30 2023-11-28 1240 659 581 581 9 COCA COLA COMPANY(THE) KO P 2024-05-06 2016-05-31 559 405 154 154 20 CORNING INC GLW P 2024-08-29 2023-11-28 850 556 294 294 60 EASTMAN CHEMICAL CO EMN P 2024-03-07 2023-11-28 5328 4942 386 386 131 GILEAD SCIENCES INC GILD P 2024-06-04 2023-11-28 8390 9742 -1352 -1352 6 HP INCCOM HPQ P 2024-10-30 2024-03-21 220 182 38 38 9 INVESCO ACTIVELY MANAGEDEXCHANGE T P 2024-12-19 2024-09-25 119 122 -3 -3 2 ISHARES INCISHARES ESG AWARE MSCI P 2024-05-06 2022-06-17 67 64 3 3 19 JOHNSON & JOHNSONCOMMON STOCK JNJ P 2024-08-29 2023-11-28 3119 2876 243 243 1000 LOWE'S COS INCSENIOR UNSECURED P 2024-05-06 2024-02-05 992 1007 -15 -15 1 MCDONALDS CORP MCD P 2024-07-10 2024-05-06 247 270 -23 -23 17 NUSHARES ETF TRMID CAP GROWTH ETF P 2024-10-30 2024-05-06 773 731 42 42 1000 PARKER HANNIFIN CORPBAA1/BBB+OR P 2024-10-30 2024-09-25 994 1014 -20 -20 21 REGIONS FINANCIAL CORP RF P 2024-10-30 2024-09-25 508 478 30 30 15 SKYWORKS SOLUTIONS INC SWKS P 2024-03-21 2023-11-28 1625 1419 206 206 5 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-05-06 2020-05-01 906 551 355 355 1000 UNITED STATES TREASURY BONDSAAA P 2024-05-06 2023-11-29 1039 1049 -10 -10 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2023-11-29 994 1001 -7 -7 34 WISDOMTREE TRUSTWISDOMTREE FLOATI P 2024-05-06 2024-03-21 1713 1716 -3 -3 1000 BANK NOVA SCOTIABAA3/BBB-CUSIP: P 2024-05-06 2023-11-29 981 1012 -31 -31 7 BROADCOM INCCOMMON STOCK AVGO P 2024-09-25 2023-11-28 1219 659 560 560 11 COCA COLA COMPANY(THE) KO P 2024-03-21 2016-05-31 669 495 174 174 21 CORNING INC GLW P 2024-05-06 2023-11-28 702 583 119 119 1000 ENBRIDGE INCBAA2/BBB+ORIGINAL C P 2024-05-06 2020-08-24 974 1067 -93 -93 21 GILEAD SCIENCES INC GILD P 2024-06-04 2024-05-06 1345 1509 -164 -164 13 HP INCCOM HPQ P 2024-10-30 2024-09-25 476 470 6 6 1077 INVESCO ACTIVELY MANAGEDEXCHANG P 2024-12-19 2022-10-18 14266 18136 -3870 -3870 40 ISHARES TRESG AWARE MSCI USA SMAL P 2024-10-30 2024-09-25 1688 1660 28 28 6 JOHNSON & JOHNSONCOMMON STOCK JNJ P 2024-03-21 2023-11-28 938 908 30 30 2000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2024-03-21 2000 2010 -10 -10 3 MCDONALDS CORP MCD P 2024-07-10 2016-05-31 741 370 371 371 48 NUSHARES ETF TRMID CAP GROWTH ETF P 2024-10-30 2022-06-17 2184 1595 589 589 3 PHILLIPS 66COM PSX P 2024-09-25 2023-11-28 390 354 36 36 8 REGIONS FINANCIAL CORP RF P 2024-08-29 2024-03-11 186 157 29 29 194 SPDR SERIES TRUSTSPDR BLOOMBERG P 2024-02-05 2023-03-17 17739 17790 -51 -51 6 TEXAS INSTRUMENTS INCORPORATED TXN P 2024-03-21 2020-05-01 1044 661 383 383 1000 UNITED STATES TREASURY BONDSAAA P 2024-05-06 2024-02-05 1032 1051 -19 -19 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-05-06 2024-04-30 1014 1005 9 9 115 XCEL ENERGY INCCOMMON STOCK XEL P 2024-03-06 2023-11-28 5557 7019 -1462 -1462 2000 BANK OF AMERICA CORPSUBORDINATE P 2024-08-26 2023-11-29 2000 1977 23 23 1 BROADCOM INCCOMMON STOCK AVGO P 2024-09-25 2024-08-29 174 161 13 13 24 COCA COLA COMPANY(THE) KO P 2024-03-08 2023-11-28 1427 1408 19 19 58 CORNING INC GLW P 2024-03-21 2023-11-28 1926 1611 315 315 1000 ENBRIDGE INCBAA2/BBB+ORIGINAL C P 2024-10-30 2020-08-24 991 1054 -63 -63 83 GILEAD SCIENCES INC GILD P 2024-05-22 2023-11-28 5618 6032 -414 -414 37 HP INCCOM HPQ P 2024-08-29 2024-03-21 1333 1122 211 211 338 INVESCO ACTIVELY MANAGEDEXCHANGE P 2024-12-19 2023-05-18 4477 4607 -130 -130 121 ISHARES TRESG AWARE MSCI USA SMA P 2024-10-30 2022-06-17 5105 3716 1389 1389 1000 JPMORGAN CHASE & COA3/A-ORIGINA P 2024-05-06 2020-08-24 973 1073 -100 -100 3000 M & T BANK CORPORATIONPERPETUAL P 2024-08-15 2022-02-07 3000 3168 -168 -168 86 MEDTRONIC PLCCOM MDT P 2024-07-10 2024-05-23 6583 7050 -467 -467 22 NUSHARES ETF TRMID CAP GROWTH ETF P 2024-09-25 2024-08-29 975 953 22 22 4 PHILLIPS 66COM PSX P 2024-08-29 2024-05-06 545 583 -38 -38 10 REGIONS FINANCIAL CORP RF P 2024-08-29 2024-03-21 233 200 33 33 46 SPDR SERIES TRUSTSPDR BLOOMBERG 1 P 2024-02-05 2023-03-20 4206 4219 -13 -13 19000 TORONTO DOMINION BANKWR/NRORIG P 2024-10-17 2022-10-12 19000 18972 28 28 2000 UNITED STATES TREASURY NOTEWR/N P 2024-04-30 2023-11-29 2000 1977 23 23 1000 UNITED STATES TREASURY NOTEAAA/ P 2024-08-29 2024-04-30 1044 1005 39 39 23839 23839 1393 1393 1393 2400 2400 1007 1007 false false false false false false false true true true false false false false true N/A DIAMONDSTON FOUNDATION 2126972310 610 SHACKAMAXON DRIVE WESTFIELD NJ 07090 false false false false false false false false false false false false false false false false false false false false false MICHAEL MARGOLIN 601 SHACKAMAXON DR WESTFIELD NJ 07090 PRESIDENT TR 000.00 0 0 0 DAVID MARGOLIN 610 SHACKAMAXON DR WESTFIELD NJ 07090 VICE PRESIDE 000.00 0 0 0 SUSAN SMITH 610 SHACKAMAXON DR WESTIELD NJ 07090 VICE PRESIDE 000.00 0 0 0 BARABARA MARGOLIN 610 SHACKAMAXON DR WESTFIELD NJ 07090 SECRETARY 000.00 0 0 0 NONE NONE N/A 2336133 64829 0 2400962 2400962 36014 2364948 118247 118247 1393 1393 116854 116854 116854 126134 126134 116854 13845 126134 13845 112289 4565 X MICHAEL MARGOLIN 610 SHACKAMAXON DR WESTFIELD NJ 07090 2126972310 N/A ANY WRITTEN APPLICATION ALZHEIMER'S FOUNDATION 822 8TH AVE 16TH FLOOR NEW YORK NY 10001 NONE TAX-EXEMPT CHARITABLE 500 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 10018 NONE TAX-EXEMPT CHARITABLE 2000 ANIKAYAAKHRA INC 67 DANE STREET SOMERVILLE MA 02143 NONE TAX-EXEMPT CHARITABLE 1000 ASALI 37 WEST 26TH STREET NEW YORK NY 10018 NONE TAX-EXEMPT CHARITABLE 5000 CHICKEN & EGG PICTURES 45 MAIN STREET 506 BROOKLYN NY 11201 NONE TAX-EXEMPT CHARITABLE 5750 COMMON GOOD 222 EAST 46TH STREET SUITE 401 NEW YORK NY 10017 NONE TAX-EXEMPT CHARITABLE 3000 CONGREGATION ANSCHE CHESED 251 W 100TH STREET NEW YORK NY 10025 NONE TAX-EXEMPT CHARITABLE 2675 CONGREGATION BETH ISRAEL 1920 CLIFFWOOD STREET SCOTCH PLAINS NJ 07076 NONE TAX-EXEMPT CHARITABLE 1000 CONGREGATION B'NAI BRITH 201 CENTRAL STREET SOMERVILLE MA 02145 NONE TAX-EXEMPT CHARITABLE 2000 CROHN'S & COLITIS FOUNDATION NJ CHA 45 WILSON AVE MANALAPAN NJ 07726 NONE TAX-EXEMPT CHARITABLE 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CHARITABLE 8000 TIDES FOUNDATION 55 EXCHANGE PLACE 402 NEW YORK NY 10004 NONE TAX-EXEMPT CHARITABLE 20000 UJA-FEDERATION OF NEW YORK PO BOX 4227 NEW YORK NY 10145 NONE TAX-EXEMPT CHARITABLE 10000 UNITED STATES HOLOCAUST MEMORIAL MU 100 RAOUL WALLENBURG PLAC WASHINGTON DC 20024 NONE TAX-EXEMPT CHARITABLE 1000 WEST SIDE CAMPAIGN AGAINST HUNGER 263 W 86TH STREET NEW YORK NY 10024 NONE TAX-EXEMPT CHARITABLE 1500 125575 14 46163 14 36633 23839 82796 23839 106635 false false false false false false false false false false ACCOUNTING FEES 4356 4356 RBC CAPITAL MARKETS 2073523 2310726 EXPENSES INVESTMENT FEES 17852 FEDERAL EXCISE TAX 1788 1788 STATE FILING FEES 250 250 FOREIGN TAXES PAID