2025-08-11T08:44:21-05:00 2024-12-31 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990PF 2024-01-01 201858883 TRINKA DAVIS FOUNDATION TRIN 2055055453 140 ROCKY WOOD DRIVE ASHVILLE AL 35953 NANCY HUGHES PRESIDENT 2055055453 2025-08-07 1 0 MONTY S WAITES CPA P00438717 2058719973 2025-08-06 2024 2025-03-06 01:10:19Z X X X 0 X X 107 107 97212 97212 100008 438400 100008 197327 197327 81275 18287 54861 66730 15528 44595 4829 4829 0 50172 50172 0 463 463 0 203469 89279 99456 3734434 186500 3937903 89279 285956 -3740576 108048 344009 2573228 0 0 819527 0 0 3736764 0 0 0 0 X 0 0 0 0 3736764 0 3736764 0 3736764 0 3736764 -3740576 3812 0 0 0 CHARLES SCHWAB - CVS HEALTH CORP 2021-02-17 2024-07-05 56328 68393 -12065 -12065 CHARLES SCHWAB - SPDR S&P 500 2021-02-17 2024-07-05 137926 76611 61315 61315 CHARLES SCHWAB - NORFOLK SOUTHERN CO 2021-02-17 2024-08-20 120942 102530 18412 18412 CHARLES SCHWAB - UNION PACIFIC CORP 2021-02-17 2024-08-20 123204 90858 32346 32346 100008 1502 0 1502 0 1502 2907 0 0 0 2907 0 1405 0 1405 0 0 0 0 0 0 0 0 0 1 0 1 AL 1 0 0 0 0 1 N/A THE FOUNDATION 2055055453 140 ROCKY WOOD DRIVE ASHVILLE AL 35953 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY HUGHES 1317 SHADES CREST ROAD BIRMINGHAM AL 35226 PRESIDENT & DIRECTOR 5.00 81275 0 0 LEAH SCALISE 2144 VESTHAVEN WAY VESTAVIA AL 35216 VP, SECRETARY & DIRECTOR 5.00 0 0 0 ANGELA DAVIDSON 140 ROCKY WOOD DRIVE ASHVILLE AL 35953 TREASURER & DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 4381253 149957 0 4531210 0 0 4531210 67968 4463242 223162 223162 1502 1502 221660 0 221660 0 221660 285956 0 285956 221660 0 0 15491 60496 37707 113694 285956 0 0 0 221660 64296 0 0 177990 0 0 0 0 0 0 15491 162499 60496 37707 64296 ANGELA DAVIDSON - TREASURER 140 ROCKY WOOD DRIVE ASHVILLE AL 35953 2055055453 KDAVISFDN@OUTLOOK.COM NO SPECIFIC FORM, BUT SHOULD INCLUDE SPECIFICS AS TO NATURE, AMOUNT, AND DURATION OF REQUEST, AS WELL AS PROOF OF 501 (C) (3) STATUS AND NAME, ADDRESS, PHONE NUMBER AND EMAIL ADDRESS OF CONTACT PERSON NONE NONE GIRLS INC OF CENTRAL ALABAMA 5130 8TH COURT S BIRMINGHAM AL 35212 NONE PC GRANT FOR BOLD FUTURES BREAKFAST 1500 AMERICAN JEWISH COMMITTEE 165 E 56TH ST NEW YORK NY 10022 NONE PC GRANT IN HONOR OF ILENE ENGEL 5000 YWCA OF CENTRAL ALABAMA 309 23RD STREET NORTH BIRMINGHAM AL 35203 NONE PC SUPPORT THE MISSION TO ELIMINATE RACISM, EMPOWERING WOMEN AND PROMOTING PEACE, JUSTICE, FREEDOM AND 10000 CHICAGO VETERANS 6441 W IRVING PARK ROAD UNIT 34330 CHICAGO IL 60634 NONE PC 2024 GRANT AWARD TO SUPPORT CHARITABLE MISSION 20000 BIRMINGHAM ZOO 2630 CAHABA ROAD BIRMINGHAM AL 35223 NONE PC GRANT FOR MILITARY & FAMILY ZOO ENTRANCE FEES 25000 NATIONAL WOMEN VETERANS UNITED 7907 SOUTH RACINE AVENUE CHICAGO IL 60620 NONE PC ADVOCATE, EDUCATE AND BOND WITH ALL MILITARY WOMEN VETERANS WITH SPECIAL EMPHASIS ON WOMEN WHO ARE (INSTALLMENT 1 OF 4) 25000 WOUNDED WARRIOR HOMES INC 1145 LINDA VISTA DRIVE SUITE 104 SAN MARCOS CA 92078 NONE PC 3RD INSTALLMENT TO SUPPORT THE MISSION TO PROVIDE HOUSING TO VETERANS WITH COMBAT-RELATED DISABILITIES AND SEVERE FINANCIAL CRISES 100000 KATHARINE DAVIS FOUNDATION 1317 SHADES CREST ROAD BIRMINGHAM AL 35226 NONE PC RECIPIENT OF 100% OF TRINKA DAVIS FOUNDATION'S ASSETS 3547934 3734434 0 14 107 14 97212 18 100008 0 197327 0 197327 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4829 4829 0 THE KATHARINE DAVIS FOUNDATION 140 ROCKY WOOD DRIVE ASHVILLE AL 35953 THE BOARD DETERMINED IT WAS IN THE BEST INTEREST OF THE FOUNDATION TO CHANGE ITS LEGAL STRUCTURE FROM THAT OF A NON-PROFIT CORPORATION TO A TRUST. THE KATHARINE DAVIS FOUNDATION TRUST ("KDF") RECEIVED 100% OF THE TRINKA DAVIS FOUNDATION'S ASSETS. WE CERTIFY THAT THE ATTACHED CORPORATE RESOLUTION IS A TRUE AND CORRECT COPY. 5227958 ON 12/31/24, THE BOARD DETERMINED IT WAS IN THE BEST INTEREST OF THE FOUNDATION TO CHANGE ITS LEGAL STRUCTURE FROM THAT OF A NON-PROFIT CORPORATION TO A TRUST. LEGAL FEES 66067 14865 44595 LEGAL CONSULTING 663 663 0 MISCELLANEOUS EXPENSE 463 463 0 TAX EXEMPT DIVIDENDS 3812 INVESTMENT FEES 49569 49569 0 BANK FEES 603 603 0