2025-06-17T15:46:36-05:00 2024-12-31 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990PF 2024-01-01 546828582 MAX AND LORAYNE COOPER FOUNDATION ATTENTION SUSAN JACKSON MAXA 2058796122 3708-B COUNTRY CLUB DRIVE BIRMINGHAM AL 35213 SAM DIPIAZZA TRUSTEE 2058796122 2025-06-17 1 0 MONTY S WAITES CPA P00438717 2058719973 2025-06-16 2024 2025-03-06 01:10:19Z X 32134965 X 855 X 794845 794845 943464 11679369 943464 1739164 1738309 100000 33330 66670 100000 0 0 10005 0 0 7800 7800 0 116613 116613 0 21326 13618 0 355744 171361 66670 2557345 2557345 2913089 171361 2624015 -1173925 1566948 54490 9724 9724 225291 491734 491734 22311 20158 22311 22311 16348244 15481614 22435654 10042646 9520979 9175542 26690829 25526362 32134965 3009 3009 3009 3009 X 26687820 25523353 26687820 25523353 26690829 25526362 26687820 -1173925 9524 25523419 66 25523353 JP MORGAN #8006 P 4230844 4107818 123026 123026 JP MORGAN #8006 P 7432224 6628087 804137 804137 CAPITAL GAINS DIVIDENDS P 16301 16301 16301 943464 21781 0 21781 0 21781 3947 0 12000 0 15947 337 6171 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 448 CIRCLE DRIVE DENVER CO 80206 TRUSTEE 4.00 50000 0 0 NONE 0 NONE 0 0 32674958 391950 0 33066908 0 0 33066908 496004 32570904 1628545 1628545 21781 21781 1606764 0 1606764 0 1606764 2624015 0 2624015 1606764 716415 0 0 2624015 716415 0 0 1606764 300836 0 0 300836 0 0 0 0 0 0 0 300836 300836 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 630000 CORNERSTONE SCHOOL 118 55TH ST N BIRMINGHAM AL 35212 NONE 501C3 GENERAL SUPPORT 189529 NEW SCHOOLS FOR ALABAMA 2 20TH ST N BIRMINGHAM AL 35203 NONE 501C3 GENERAL SUPPORT 510000 TARRANT BOARD OF EDUCATION 1318 ALABAMA ST BIRMINGHAM AL 35217 NONE 501C3 GENERAL SUPPORT 154200 TEACH FOR AMERICA ALABAMA 1616 3RD AVE N BIRMINGHAM AL 35203 NONE 501C3 GENERAL SUPPORT 150000 ALABAMA GIVING INC 4300 KENNESAW DRIVE BIRMINGHAM AL 35213 NONE 501C3 GENERAL SUPPORT 800 CENTER FOR EDUCATIONAL INNOVATION 369 LEXINGTON AVE STE 303 NEW YORK NY 10017 NONE 501C3 GENERAL SUPPORT 167322 FOUNDATIONS EARLY LEARNING CENTER 6505 E J OLIVER BLVD FAIRFIELD AL 35064 NONE 501C3 GENERAL SUPPORT 77000 FREEDOM PREPARATORY ACADEMY 630 1ST ST S BIRMINGHAM AL 35205 NONE 501C3 GENERAL SUPPORT 5000 HOLY FAMILY CRISTO REY CATHOLIC SCHOOL 1832 CENTER WAY S BIRMINGHAM AL 35205 NONE 501C3 GENERAL SUPPORT 61494 THE HOPE INSTITUTE PO BOX 530491 BIRMINGHAM AL 35253 NONE 501C3 GENERAL SUPPORT 50000 I3 ACADEMY 230 49TH ST N BIRMINGHAM AL 35212 NONE 501C3 GENERAL SUPPORT 562000 2557345 0 14 794845 18 943464 0 1738309 0 1738309 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7800 7800 0 JP MORGAN - FIXED INCOME 9520979 9175542 JP MORGAN - EQUITIES 15481614 22435654 TAX BASIS ADJUSTMENTS 66 NONDIVIDEND DISTRIBUTIONS 9524 INVESTMENT FEES 116613 116613 0 FOREIGN TAX 13618 13618 0 PAYROLL TAXES 7708 0 0