2024-09-12T09:03:07-05:00 2024-04-30 454084437 WARREN AVERETT LLC 105 TALLAPOOSA STREET STE 300 MONTGOMERY AL 36104 990PF 2023-05-01 630925496 THE SIMPSON FOUNDATION C/O NATIONAL ADVISORS TRUST COMPANY SIMP 8775273476 PO BOX 874080 KANSAS CITY MO 641874080 OAKWORTH CAPITAL BANK TRUSTEE 8775273476 2024-09-11 1 1 JENNIFER D BURTON P01243675 3342712200 2024-09-11 2023 2024-08-08 14:25:15Z X 6020823 X X 931 931 44350 44350 22750 22750 19110 143391 469769 143391 211422 211422 66161 26365 39796 71200 23213 47238 25957 25957 0 26253 4200 0 39090 14179 23632 228661 93914 110666 286700 286700 515361 93914 397366 -303939 117508 60704 85596 85596 24 11843 10834 48479 1760612 1435242 1897660 751415 749931 3989088 2584598 2281603 6020823 0 0 X 2970861 2970861 0 0 -386263 -689258 2584598 2281603 2584598 2281603 2584598 -303939 944 2281603 0 2281603 TIMBER (REPORTED ON 1099-MISC AS ROYALTY INCOME) P 63669 63669 63669 PUBLICLY TRADED SECURITIES 406100 326378 79722 79722 143391 1633 0 1633 0 1633 196 0 0 0 196 82 1519 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 THESIMPSONFOUNDATION.ORG NATIONAL ADVISORS TRUST COMPANY 8775273476 1008 OAK STREET KANSAS CITY MO 64106 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY HOGEN 3141 KINGRIDGE WAY GLENDALE CA 91206 TRUSTEE 10.00 22019 0 0 CHRIS STONE 15200 HWY 10 EAST PINE APPLE AL 36768 TRUSTEE 15.00 26476 0 0 NATIONAL ADVISORS TRUST CO PO BOX 874080 KANSAS CITY MO 641874080 TRUSTEE 10.00 17666 0 0 NONE 0 NONE 0 THE SIMPSON FOUNDATION GRANTS SCHOLARSHIPS TO DESERVING INDIVIDUALS. ALL EXPENSES RELATE TO THE INTERVIEWING AND GRANT APPLICATION PROCESS. 0 0 2082050 122895 3989000 6193945 0 0 6193945 92909 6101036 305052 305052 1633 1633 303419 944 304363 0 304363 397366 0 397366 304363 313242 2021 73510 0 397366 313242 73510 0 10614 0 0 0 0 0 0 0 0 293749 0 0 0 THE SIMPSON FOUNDATION 105 TALLAPOOSA ST STE 300 MONTGOMERY AL 36104 3342712200 CINDY.PHILLIPS@WARRENAVERETT.COM APPLICATION FORM IS AVAILABLE ONLINE AT THESIMPSONFOUNDATION.ORG. THE APPLICATION IS COMPLETED ONLINE. A HARDCOPY OF THE STUDENT'S TRANSCRIPT MUST BE MAILED TO THE FOUNDATION. APPLICATIONS ACCEPTED FROM APPROXIMATELY MID JANUARY THROUGH MARCH 1 EACH YEAR. RESIDENTS OF WILCOX COUNTY, AL ALABAMA A&M UNIVERSITY PO BOX 907 NORMAL AL 35762 NONE PC EDUCATIONAL SCHOLARSHIP 12700 ALABAMA STATE UNIVERSITY PO BOX 271 MONTGOMERY AL 36101 NONE PC EDUCATIONAL SCHOLARSHIP 2600 AUBURN UNIVERSITY AT MONTGOMERY PO BOX 244023 MONTGOMERY AL 361244023 NONE PC EDUCATIONAL SCHOLARSHIP 13200 AUBURN UNIVERSITY 115 QUAD CENTER AUBURN AL 36849 NONE PC EDUCATIONAL SCHOLARSHIP 54900 COASTAL ALABAMA COMMUNITY COLLEGE 1900 HIGHWAY 31 SOUTH BAY MINETTE AL 36507 NONE PC EDUCATIONAL SCHOLARSHIP 14250 FAULKNER UNIVERSITY 5345 ATLANTA HWY MONTGOMERY AL 36109 NONE PC EDUCATIONAL SCHOLARSHIP 2600 FORTIS INSTITUTE - BIRMINGHAM 1100 LONDON PRKWY BIRMINGHAM AL 35211 NONE PC EDUCATIONAL SCHOLARSHIP 2200 MISSISSIPPI STATE UNIVERSITY 75 BS HOOD DR MISSISSIPPI STATE MS 39762 NONE PC EDUCATIONAL SCHOLARSHIP 3900 NORTH CAROLINA STATE UNIVERSITY 1000 HARRIS HALL RALEIGH NC 27695 NONE PC EDUCATIONAL SCHOLARSHIP 2600 REID STATE TECHNICAL INSTITUTE 100 HWY 83 EVERGREEN AL 36401 NONE PC EDUCATIONAL SCHOLARSHIP 2200 SHELTON STATE COMMUNITY COLLEGE 9500 OLD GREENSBORO RD TUSCALOOSA AL 35405 NONE PC EDUCATIONAL SCHOLARSHIP 1300 SOUTHERN UNION STATE COMMUNITY COLLEGE 301 LAKE CONDY ROAD OPELIKA AL 36801 NONE PC EDUCATIONAL SCHOLARSHIP 9200 TROY UNIVERSITY ADAMS ADMINISTRATION BUILDING RM 116 TROY AL 36082 NONE PC EDUCATIONAL SCHOLARSHIP 27700 UNITED STATES NAVAL ACADEMY 121 BLAKE RD ANNAPOLIS MD 21402 NONE PC EDUCATIONAL SCHOLARSHIP 4400 UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVE SOUTH BIRMINGHAM AL 35294 NONE PC EDUCATIONAL SCHOLARSHIP 15800 UNIVERSITY OF ALABAMA PO BOX 870162 TUSCALOOSA AL 35487 NONE PC EDUCATIONAL SCHOLARSHIP 30800 UNIVERSITY OF MONTEVALLO 75 COLLEGE DR MONTEVALLO AL 35115 NONE PC EDUCATIONAL SCHOLARSHIP 2600 UNIVERSITY OF NORTH ALABAMA 1 HARRISON PLZ FLORENCE AL 35632 NONE PC EDUCATIONAL SCHOLARSHIP 8800 UNIVERSITY OF SOUTH ALABAMA MEISLER HALL SUITE 1100 MOBILE AL 36688 NONE PC EDUCATIONAL SCHOLARSHIP 26400 UNIVERSITY OF WEST ALABAMA HWY 11 WEBB HALL RM 217 LIVINGSTON AL 35470 NONE PC EDUCATIONAL SCHOLARSHIP 30300 UTAH VALLEY UNIVERSITY 800 WEST UNIVERSITY PKWY OREM UT 84058 NONE PC EDUCATIONAL SCHOLARSHIP 8800 WALLACE COMMUNITY COLLEGE 3000 EARL GOODWIN PKWY SELMA AL 36703 NONE PC EDUCATIONAL SCHOLARSHIP 5050 WASHINGTON AND LEE UNIVERSITY 204 W WASHINGTON ST LEXINGTON VA 24450 NONE PC EDUCATIONAL SCHOLARSHIP 4400 286700 0 14 931 14 44350 16 19110 18 143391 0 207782 0 207782 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 71200 23213 47238 THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FOR THE 2021 TAX YEAR ENDING 04/30/2022 IN THE AMOUNT OF $73,510. TECHNOLOGY SELECT SECTOR 10834 48479 ISHARES CORE MSCI EAFE AT COST 186682 202979 ISHARES RUSSELL 1000 GROWTH AT COST 179178 401290 ISHARES RUSSELL 1000 VALUE AT COST 251280 353118 ISHARES RUSSELL 2000 INDEX FD AT COST 41278 48779 ISHARES RUSSELL MID-CAP AT COST 82059 122933 ISHARES S & P 100 AT COST 97122 191706 ISHARES US HEALTHCARE SECTOR AT COST 27824 46888 SPDR GOLD SHARES AT COST 24643 42586 VANGUARD TOTAL BOND MARKET INDEX AT COST 408424 363435 ISHARES TR INDEX MSCI EMERG MKT AT COST 45588 34022 VANGUARD ULTRA SHORT TERM ADMIRAL BOND AT COST 91164 89924 LAND AND TIMBER 708509 708509 3989000 LAND IMPROVEMENTS 41334 41334 0 ACCRUED INCOME 1572 88 88 INVESTMENT EXPENSES 107 107 0 INTERNET 846 634 212 LAND MANAGEMENT 8137 8137 0 APPLICATION PROCESSING FEE 23420 0 23420 PROPERTY INSURANCE 2801 2801 0 PENALTY AND INTEREST 1279 0 0 APPRAISAL FEE 2500 2500 0 RECOVERY OF PRIOR YEAR SCHOLARSHIP 944 INVESTMENT MANAGEMENT FEES 25957 25957 0 FOREIGN TAX 560 560 0 EXCISE TAX 22053 0 0 REAL ESTATE TAXES 3640 3640 0