2023-11-01T11:20:09-05:00 2022-12-31 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990PF 2022-01-01 874078835 2019 JACOBSON-SMOLIAN-LEVINE FAMILY FOUNDATION 2019 2053131888 880 MONTCLAIR ROAD 325 BIRMINGHAM AL 35213 NANCY C HUGHES TRUSTEE 2053131888 2023-10-27 1 NANCY HUGHES 999009999 1 MONTY S WAITES CPA P00438717 2058719973 2023-10-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2533556 X 2063079 8142 8142 25924 25924 -50151 177855 0 458713 0 2505707 34066 0 0 0 29987 29987 0 11324 11324 0 14 14 0 1283 1283 0 42608 42608 0 30000 30000 72608 42608 30000 2433099 0 25988 25988 0 714825 709963 0 689810 1201014 0 601695 596591 0 2032318 2533556 0 0 X 0 0 0 0 0 2032318 0 2032318 0 2032318 0 2433099 46732 2479831 447513 2032318 SYNOVUS 2022-04-29 2022-12-31 17967 19853 -1886 -1886 SYNOVUS 2021-11-21 2022-12-31 159888 180682 -20794 -20794 K-1 NANCY JACOBSON LEVINE ESTATE P 27471 -27471 -27471 -50151 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 AL 1 0 0 0 0 1 N/A THE FOUNDATION 2053131888 880 MONTCLAIR ROAD 325 BIRMINGHAM AL 35213 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY C HUGHES 880 MONTCLAIR ROAD SUITE 325 BIRMINGHAM AL 35213 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1115571 15021 0 1130592 0 0 1130592 16959 1113633 55682 55682 0 55682 0 55682 0 55682 30000 0 30000 55682 0 0 0 30000 0 0 0 30000 0 0 0 0 0 0 0 0 25682 0 0 0 X THE SATO PROJECT INC 130 WATER ST BROOKLYN NY 11201 NONE PC TO PROVIDE CARE TO DOGS AVAILABLE FOR ADOPTION 15000 EL FARO DE LOS ANIMALES INC CAM ALONZO FELCHA HUMACAO RQ 00791 NONE PC TO PROVIDE CARE TO DOGS AVAILABLE FOR ADOPTION 7500 WINGS OF RESCUE PO BOX 602030 SAN DIEGO CA 92160 NONE PC TO PROVIDE CARE TO AT-RISK SHELTER PETS FROM DISASTER AREAS 7500 30000 0 14 8142 14 25924 458713 18 -50151 0 -16085 458713 442628 7 FROM K-1 NANCY JACOBSON LEVINE ESTATE 0 0 0 0 0 0 0 0 0 0 X X 1 NANCY LEVINE REVOCABLE TRUST 880 MONTCLAIR ROAD SUITE 325 BIRMINGHAM AL 35213 1407312 X 2 NANCY LEVINE REVOCABLE TRUST 880 MONTCLAIR ROAD SUITE 325 BIRMINGHAM AL 35213 655767 X 2 VARIOUS SECURITIES 1144166 2022-09-16 BONDS 601695 596591 EQUITY SECURITIES 689810 1201014 665779 665779 49046 44184 LEGAL FEES 29987 29987 0 OTHER ADJUSTMENTS FROM ESTATE INCOME 447513 BANK FEES 25 25 0 AMORTIZATION OF PREMIUMS 1258 1258 0 OTHER INCOME FROM ESTATE 458713 0 458713 UNREALIZED GAINS/LOSSES ON SALE OF ASSETS 46732 INVESTMENT FEES 11324 11324 0 FOREIGN TAX 14 14 0