2024-06-05T09:09:47-05:00 2023-12-31 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990PF 2023-01-01 546828582 MAX AND LORAYNE COOPER FOUNDATION ATTENTION SUSAN JACKSON MAXA 2058796122 3708-B COUNTRY CLUB DRIVE BIRMINGHAM AL 35213 SAM DIPIAZZA TRUSTEE 2058796122 2024-05-28 1 SAM DIPIAZZA 999009999 0 MONTY S WAITES CPA P00438717 2058719973 2024-05-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 31330085 X X 705681 705681 261518 14918262 261518 967199 967199 100000 33330 66670 111665 0 0 10116 0 0 108295 108295 0 46033 17433 0 376109 159058 66670 1859827 1859827 2235936 159058 1926497 -1268737 808141 4396 54490 54490 911291 225291 225291 20158 15525 20158 20158 5024 0 0 18016998 16348244 21388961 9006374 10042646 9641185 27959608 26690829 31330085 3051 3009 3051 3009 X 27956557 26687820 27956557 26687820 27959608 26690829 27956557 -1268737 0 26687820 0 26687820 JPMORGAN #8006 P 6152803 5990016 162787 162787 JPMORGAN #8006 P 8675686 8666728 8958 8958 CAPITAL GAINS DIVIDENDS P 89773 89773 89773 261518 11233 0 11233 0 11233 15180 0 0 0 15180 0 3947 3947 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A SUSAN JACKSON 2058796122 3708-B COUNTRY CLUB DRIVE MOUNTAIN BROOK AL 35213 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN SOLOMON 1160 BEACON STREET BROOKLINE MA 02246 TRUSTEE 4.00 50000 0 0 SAMUEL A DIPIAZZA JR 112 E 74TH STREET NEW YORK NY 10021 TRUSTEE 4.00 50000 0 0 NONE 0 NONE 0 0 29983266 527549 0 30510815 0 0 30510815 457662 30053153 1502658 1502658 11233 11233 1491425 0 1491425 0 1491425 1926497 0 1926497 1491425 1151487 0 0 1926497 1151487 0 0 775010 0 0 0 0 0 0 0 0 716415 0 0 0 SAM DIPIAZZA 25 RIDGE DRIVE MOUNTAIN BROOK AL 35213 2058796122 POTENTIAL GRANTEES SHOULD SUBMIT A LETTER WITH THE FOLLOWING INFORMATION: -A DESCRIPTION OF THE ORGANIZATION FOR WHICH THE FUNDS ARE SOUGHT -HOW THE REQUESTED FUNDS WILL BE USED -TIMELINESS FOR THE FUNDING AND IMPLEMENTATION OF THE PROJECT -HOW SUCCESS WILL BE MEASURED FOR THE PROPOSED PROJECT -EVIDENCE OF TAX EXEMPT STATUS -LIST OF DIRECTORS AND EXECUTIVE STAFF -BUDGET FOR PROJECT AND ANY ADDITIONAL FUNDERS NONE NONE BLOUNT COUNTY EDUCATION FOUNDATION INC PO BOX 603 ONEONTA AL 35121 NONE 501C3 GENERAL SUPPORT 470000 CORNERSTONE SCHOOL 118 55TH ST N BIRMINGHAM AL 35212 NONE 501C3 GENERAL SUPPORT 354000 NEW SCHOOLS FOR ALABAMA 2 20TH ST N BIRMINGHAM AL 35203 NONE 501C3 GENERAL SUPPORT 460000 PAN-MASSACHUSETTS CHALLENGE TRUST 77 FOURTH AVE NEEDHAM MA 02494 NONE 501C3 GENERAL SUPPORT 20000 RAMAH DAROM INC 6400 POWERS FERRY RD ATLANTA GA 30339 NONE 501C3 GENERAL SUPPORT 15000 RONALD MCDONALD HOUSE CHARITIES OF ALABAMA 1700 4TH AVE SOUTH BIRMINGHAM AL 35233 NONE 501C3 GENERAL SUPPORT 10000 TARRANT BOARD OF EDUCATION 1318 ALABAMA ST BIRMINGHAM AL 35217 NONE 501C3 GENERAL SUPPORT 118327 TEACH FOR AMERICA ALABAMA 1616 3RD AVE N BIRMINGHAM AL 35203 NONE 501C3 GENERAL SUPPORT 150000 AUGUSTINE INSTITUTE INC 6160 SYRACUSE WAY GREENWOOD VILLAGE CO 80111 NONE 501C3 GENERAL SUPPORT 30000 BECKET FUND 1919 PENNSYLVANIA AVENUE NW STE 400 WASHINGTON DC 20006 NONE 501C3 GENERAL SUPPORT 50000 BHS INNOVATION FUND 115 GREENOUGH ST BROOKLINE MA 02445 NONE 501C3 GENERAL SUPPORT 15000 BOSTON JEWISH FILM FESTIVAL 333 NAHANTON ST 3RD FLOOR NEWTON MA 02459 NONE 501C3 GENERAL SUPPORT 20000 BOYS & GIRLS CLUB OF BOSTON 200 HIGH ST 3RD FLOOR BOSTON MA 02110 NONE 501C3 GENERAL SUPPORT 1000 BRANDEIS UNIVERSITY HILLEL SOCIETY 415 SOUTH STREET MS205 WALTHAM MA 02454 NONE 501C3 GENERAL SUPPORT 4500 BROOKLINE FOOD PANTRY 210 HARVARD ST BROOKLINE MA 02446 NONE 501C3 GENERAL SUPPORT 5000 COLLEGE AFFORDABLE 200 HIGHLAND AVE STE 305 NEEDHAM MA 02494 NONE 501C3 GENERAL SUPPORT 2500 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON 126 HIGH ST BOSTON MA 02110 NONE 501C3 GENERAL SUPPORT 10000 CONQUER CANCER COALITION OF MASSACHUSETTS PO BOX 973 FRAMINGHAM MA 01701 NONE 501C3 GENERAL SUPPORT 1000 LAFAYETTE COLLEGE HILLEL SOCIETY 524 CLINTON TERRACE EASTON PA 18042 NONE 501C3 GENERAL SUPPORT 5000 MAURICE & MARILYN COHEN CENTER FOR MODERN JEWISH STUDIES 415 SOUTH STREET MS014 WALTHAM MA 02453 NONE 501C3 GENERAL SUPPORT 25000 ONE NIGHT OUT BOSTON ABILITY CENTER 49 WALNUT PARK BUILDING 3 WELLESLEY HILLS MA 02481 NONE 501C3 GENERAL SUPPORT 2500 SETON EDUCATION PARTNERS 1562 FIRST AVENUE NO 205-2219 NEW YORK NY 10028 NONE 501C3 GENERAL SUPPORT 30000 SHRINE OF OUR LADY OF GUADALUPE 5250 JUSTIN ROAD LA CROSSE WI 54601 NONE 501C3 GENERAL SUPPORT 40000 SOLOMON SCHECHTER DAY SCHOOL OF BOSTON 125 WELLS AVENUE NEWTON MA 02459 NONE 501C3 GENERAL SUPPORT 5000 STEPS TO SUCCESS PO BOX 470421 BROOKLINE MA 02447 NONE 501C3 GENERAL SUPPORT 10000 UJA FEDERATION OF NEW YORK PO BOX 4227 NEW YORK NY 10261 NONE 501C3 GENERAL SUPPORT 6000 1859827 0 14 705681 18 261518 0 967199 0 967199 0 0 0 0 0 0 0 0 0 0 JP MORGAN - FIXED INCOME 10042646 9641185 JP MORGAN - EQUITIES 16348244 21388961 INVESTMENT FEES 108295 108295 0 FOREIGN TAX 17433 17433 0 PAYROLL TAXES 8600 0 0 EXCISE TAX 20000 0 0