2025-11-21T11:58:32-06:00 2025-04-30 454084437 WARREN AVERETT LLC 105 TALLAPOOSA STREET STE 300 MONTGOMERY AL 36104 990PF 2024-05-01 630925496 THE SIMPSON FOUNDATION C/O NATIONAL ADVISORS TRUST COMPANY SIMP 8775273476 PO BOX 874080 KANSAS CITY MO 641874080 OAKWORTH CAPITAL BANK TRUSTEE 8775273476 2025-11-19 1 1 GREGORY E SELLERS CPA AEP P00112282 3342712200 2025-11-19 2024 2025-03-06 01:10:19Z X 5888732 X X 1101 1101 105835 105835 22850 22850 18349 634897 2369337 634897 26389 26389 791072 791072 63706 23064 40642 1838 0 1838 20455 16153 4302 26439 26439 0 5369 3932 0 30600 26693 540 148407 96281 47322 274400 274400 422807 96281 321722 368265 694791 85596 155445 155445 10834 0 0 1435242 1131028 1121147 749931 1363232 4612140 2281603 2649705 5888732 0 0 X 2970861 2970861 0 0 -689258 -321156 2281603 2649705 2281603 2649705 2281603 368265 0 2649868 163 2649705 PUBLICLY TRADED SECURITIES 2065820 1446046 619774 619774 TIMBER PROCEEDS P 16025 16025 16025 PUBLICLY TRADED SECURITIES 287297 288394 -1097 -1097 CAPITAL GAINS DIVIDENDS P 195 195 195 634897 9658 0 9658 0 9658 0 0 0 0 0 88 9746 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 22653 0 0 CHRIS STONE 15200 HWY 10 EAST PINE APPLE AL 36768 TRUSTEE 15.00 23065 0 0 NATIONAL ADVISORS TRUST CO PO BOX 874080 KANSAS CITY MO 641874080 TRUSTEE 10.00 17988 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 1383783 191665 4422293 5997741 0 0 5997741 321722 5676019 283801 283801 9658 9658 274143 0 274143 0 274143 321722 0 321722 274143 293749 0 0 321722 293749 0 0 27973 0 0 0 0 0 0 0 0 246170 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 19800 ALABAMA STATE UNIVERSITY PO BOX 271 MONTGOMERY AL 36101 NONE PC EDUCATIONAL SCHOLARSHIP 14400 AUBURN UNIVERSITY AT MONTGOMERY PO BOX 244023 MONTGOMERY AL 361244023 NONE PC EDUCATIONAL SCHOLARSHIP 9000 AUBURN UNIVERSITY 115 QUAD CENTER AUBURN AL 36849 NONE PC EDUCATIONAL SCHOLARSHIP 52600 COASTAL ALABAMA COMMUNITY COLLEGE 1900 HIGHWAY 31 SOUTH BAY MINETTE AL 36507 NONE PC EDUCATIONAL SCHOLARSHIP 10800 LAWSON STATE COMMUNITY COLLEGE 3060 WILSON RD SW BIRMINGHAM AL 35221 NONE PC EDUCATIONAL SCHOLARSHIP 1800 MARYVILLE UNIVERSITY 650 MARYVILLE UNIVERSITY DRIVE ST LOUIS MO 63141 NONE PC EDUCATIONAL SCHOLARSHIP 1800 REID STATE TECHNICAL INSTITUTE 100 HWY 83 EVERGREEN AL 36401 NONE PC EDUCATIONAL SCHOLARSHIP 1800 SOUTHERN UNION STATE COMMUNITY COLLEGE 301 LAKE CONDY ROAD OPELIKA AL 36801 NONE PC EDUCATIONAL SCHOLARSHIP 7200 STILLMAN COLLEGE 3601 STILLMAN BLVD TUSCALOOSA AL 35401 NONE PC EDUCATIONAL SCHOLARSHIP 3600 TALLADEGA COLLEGE 627 WEST BATTLE STREET TALLADEGA AL 35160 NONE PC EDUCATIONAL SCHOLARSHIP 1800 TROY UNIVERSITY ADAMS ADMINISTRATION BUILDING RM 116 TROY AL 36082 NONE PC EDUCATIONAL SCHOLARSHIP 27000 TUSKEGEE UNIVERSITY 1200 W MONTGOMERY RD TUSKEEGEE AL 36088 NONE PC EDUCATIONAL SCHOLARSHIP 7200 UNITED STATES NAVAL ACADEMY 121 BLAKE RD ANNAPOLIS MD 21402 NONE PC EDUCATIONAL SCHOLARSHIP 3600 UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVE SOUTH BIRMINGHAM AL 35294 NONE PC EDUCATIONAL SCHOLARSHIP 9000 UNIVERSITY OF ALABAMA AT HUNTSVILLE 301 SPARKMAN DRIVE HUNTSVILLE AL 35899 NONE PC EDUCATIONAL SCHOLARSHIP 3600 UNIVERSITY OF ALABAMA PO BOX 870162 TUSCALOOSA AL 35487 NONE PC EDUCATIONAL SCHOLARSHIP 34400 UNIVERSITY OF MISSISSIPPI 406 UNIVERSITY AVE OXFORD MS 38655 NONE PC EDUCATIONAL SCHOLARSHIP 3600 UNIVERSITY OF MONTEVALLO 75 COLLEGE DR MONTEVALLO AL 35115 NONE PC EDUCATIONAL SCHOLARSHIP 3600 UNIVERSITY OF NORTH ALABAMA 1 HARRISON PLZ FLORENCE AL 35632 NONE PC EDUCATIONAL SCHOLARSHIP 9200 UNIVERSITY OF SOUTH ALABAMA MEISLER HALL SUITE 1100 MOBILE AL 36688 NONE PC EDUCATIONAL SCHOLARSHIP 21600 UNIVERSITY OF WEST ALABAMA HWY 11 WEBB HALL RM 217 LIVINGSTON AL 35470 NONE PC EDUCATIONAL SCHOLARSHIP 23400 WASHINGTON AND LEE UNIVERSITY 204 W WASHINGTON ST LEXINGTON VA 24450 NONE PC EDUCATIONAL SCHOLARSHIP 3600 274400 0 14 1101 14 105835 16 18349 01 26389 18 634897 0 786571 0 786571 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20455 16153 4302 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. THIS FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN CALCULATION A TOTAL OF $321,722 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NONCHARITABLE ASSETS. THE FAIR MARKET VALUE OF ALL ASSETS REPORTED ON PART IX, LINE 1D IS $5,997,741. THE TIMBERLAND VALUE CONSTITUTES $3,989,000 OF THIS AMOUNT. THE TIMBERLAND IS NOT READILY CONVERTIBLE TO CASH; THEREFORE, THE FOUNDATION MUST MAINTAIN A HIGHER CASH BALANCE TO MEET THE REQUIRED DISBURSEMENTS FOR CHARITABLE PURPOSES. CLIFFWATER CORPORATE LENDING I AT COST 960185 950322 JANUS HENDRSON AAA CLO ETF AT COST 170843 170825 ATTORNEY FEES 1838 0 1838 LAND AND TIMBER 708509 708509 3989000 LAND IMPROVEMENTS 41334 41334 0 ACCRUED INCOME 88 CLEAR HAVEN ULTRA SHORT INVESTMENT GRADE BOND FUND LP 613389 623140 ADJUST FUND BALANCE TO ACTUAL 163 INTERNET 881 661 220 LAND MANAGEMENT 23311 23311 0 PROPERTY INSURANCE 1908 1908 0 PENALTY AND INTEREST 3367 0 0 WEBSITE FEES 320 0 320 HUNTING LIABILITY INSURANCE 813 813 0 K-1 CLEAR HAVEN ULTRA SHORT INV (EIN 92-1151484) 26389 26389 26389 INVESTMENT MANAGEMENT FEES 26439 26439 0 FOREIGN TAX 244 244 0 EXCISE TAX 1437 0 0 REAL ESTATE TAXES 3688 3688 0