Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HENRY G SIMS & HENRY U SIMS MEM FD
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

63-6114412
B Telephone number (see instructions)

(205) 820-3141
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,322,497J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 26,678 26,589  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,307
b Gross sales price for all assets on line 6a 164,782
7 Capital gain net income (from Part IV, line 2)... 37,307
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4 4  
12 Total. Add lines 1 through 11........ 63,989 63,900  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,909 10,437   4,473
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment 1,505 1,505   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 411 197   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,825 12,139 0 5,473
25 Contributions, gifts, grants paid....... 51,500 51,500
26 Total expenses and disbursements. Add lines 24 and 25 69,325 12,139 0 56,973
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,336
b Net investment income (if negative, enter -0-) 51,761
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 16,100 18,896 18,896
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 998,305 Click to see attachment990,211 1,303,601
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,014,405 1,009,107 1,322,497
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,014,405 1,009,107
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,014,405 1,009,107
30 Total liabilities and net assets/fund balances (see instructions). 1,014,405 1,009,107
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,014,405
2
Enter amount from Part I, line 27a .....................
2
-5,336
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
183
4
Add lines 1, 2, and 3 ..........................
4
1,009,252
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
145
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,009,107
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2. AMERICAN CAMPUS COMMUNITIES INC   2017-10-23 2020-01-14
b 2. ARTISAN PARTNERS ASSET MANAGEMENT INC   2014-06-30 2020-01-14
c 13. BERRY PLASTICS GROUP INC   2018-06-20 2020-01-14
d 1. CARTER S INC   2018-01-08 2020-01-14
e 3. CATALENT INC   2017-10-23 2020-01-14
1. CORESITE REALTY CORP   2017-08-22 2020-01-14
1. EAGLE MATERIALS INC   2017-10-23 2020-01-14
1. ENTEGRIS INC   2019-07-30 2020-01-14
3. EXPONENT INC   2017-10-23 2020-01-14
1. FIVE BELOW   2017-10-23 2020-01-14
2. GARTNER INC NEW CL A   2017-04-07 2020-01-14
2. GLACIER BANCORP INC   2017-10-23 2020-01-14
1. GRACO INC   2017-10-23 2020-01-14
2. OGE ENERGY CORP COM   2017-10-23 2020-01-14
3. PARSLEY ENERGY INC   2019-09-18 2020-01-14
2. POWER INTEGRATIONS INC   2017-10-23 2020-01-14
13. PREMIER INC-CLASS A   2017-10-23 2020-01-14
13. SS&C TECHNOLOGIES HOLDINGS INC   2017-10-23 2020-01-14
2. SCHNEIDER NATIONAL INC   2017-10-23 2020-01-14
1. SIGNATURE BANK/NEW YORK NY   2017-10-23 2020-01-14
1. TORO CO/THE   2018-06-20 2020-01-14
1. WEST PHARMACEUTICAL SERVICES INC   2017-10-23 2020-01-14
8. JAMES RIVER GROUP HOLDINGS LTD   2017-10-23 2020-01-14
1. BOOKING HOLDINGS INC   2018-01-08 2020-01-22
1. CINTAS CORP   2018-06-20 2020-01-22
1. ROPER TECHNOLOGIES INC   2016-09-07 2020-01-22
1. DEXCOM INC   2016-11-03 2020-01-27
4. SS&C TECHNOLOGIES HOLDINGS INC   2014-06-26 2020-01-28
40. AT&T INC   2019-01-03 2020-01-29
4. BWX TECHNOLOGIES INC   2018-01-08 2020-01-29
1. BROWN-FORMAN CORP   2019-01-04 2020-01-31
1. BOOKING HOLDINGS INC   2020-01-23 2020-02-04
2. MICROSOFT CORP COM   2019-02-07 2020-02-12
7. COGNEX CORP   2018-06-20 2020-02-14
16. ORACLE CORPORATION COM   2018-06-15 2020-02-14
21. VISA INC   2010-03-04 2020-02-25
28. INGERSOLL RAND INC   2017-10-23 2020-03-03
5. INGERSOLL RAND INC   2020-01-14 2020-03-03
8. FOX CORP   2019-03-20 2020-03-04
10. WABTEC CORP   2016-02-03 2020-03-06
1. DORMAN PRODS INC   2017-10-23 2020-03-10
2. ENTEGRIS INC   2019-07-30 2020-03-10
1. GARTNER INC NEW CL A   2019-07-30 2020-03-10
3. HEXCEL CORP   2020-01-14 2020-03-10
1. RITCHIE BROS AUCTIONEERS   2018-01-08 2020-03-10
2. TCF FINANCIAL CORP   2020-01-14 2020-03-10
2. WEBSTER FINANCIAL CORP   2019-03-11 2020-03-10
2. WESTERN ALLIANCE BANCORP   2020-01-14 2020-03-10
18. BWX TECHNOLOGIES INC   2018-12-27 2020-03-11
1. BWX TECHNOLOGIES INC   2020-01-31 2020-03-11
22. WELLS FARGO & CO NEW COM   2017-06-02 2020-03-11
5. ANHEUSER-BUSCH INBEV SA/NV   2017-06-02 2020-03-16
2. ANHEUSER-BUSCH INBEV SA/NV   2019-06-18 2020-03-16
5. ENVESTNET INC   2020-01-14 2020-03-16
1. VAIL RESORTS INC   2019-02-11 2020-03-16
1. ZEBRA TECHNOLOGIES CORP CL A   2014-06-26 2020-03-16
8. ANHEUSER-BUSCH INBEV SA/NV   2019-03-11 2020-03-17
19. FOX CORP   2019-06-20 2020-03-17
22. MATADOR RESOURCES CO   2018-01-08 2020-03-17
11. MATADOR RESOURCES CO   2020-03-10 2020-03-17
11. BJS RESTAURANTS INC   2017-10-23 2020-03-23
6. BJS RESTAURANTS INC   2020-01-14 2020-03-23
5. MIDDLEBY CORP   2019-03-11 2020-03-23
1. MIDDLEBY CORP   2020-01-14 2020-03-23
19. ALTRIA GROUP INC   2018-08-09 2020-03-30
11. US BANCORP DEL   2017-06-02 2020-04-02
2. DEXCOM INC   2017-10-23 2020-04-07
4. BOOZ ALLEN HAMILTON HOLDING CORP   2018-01-08 2020-04-14
3. STERIS PLC   2017-10-23 2020-04-14
6. CARRIER GLOBAL CORP   2019-07-25 2020-04-16
12. CARRIER GLOBAL CORP   2018-06-20 2020-04-16
35. TJX COMPANIES INC   2017-03-20 2020-04-16
3. TJX COMPANIES INC   2020-01-31 2020-04-16
3. MICROSOFT CORP COM   2019-04-05 2020-04-17
12. PHILIP MORRIS INTERNATIONAL INC   2017-06-02 2020-04-22
1. MARKETAXESS HOLDINGS INC   2015-10-05 2020-04-23
3. WEST PHARMACEUTICAL SERVICES INC   2017-10-23 2020-04-30
1060.449 ARTISAN DEVELOPING WORLD FUND   2019-04-22 2020-06-01
64.609 BARON EMERGING MARKETS FUND   2019-10-22 2020-06-01
1149.763 BARON EMERGING MARKETS FUND   2016-09-09 2020-06-01
15. ROYAL DUTCH SHELL PLC-ADR   2017-04-03 2020-06-01
3. MID-AMERICA APARTMENT COMM   2014-06-26 2020-06-09
1. MID-AMERICA APARTMENT COMM   2020-01-14 2020-06-09
2. MOTOROLA SOLUTIONS INC   2018-06-20 2020-06-12
3. MOTOROLA SOLUTIONS INC   2020-06-01 2020-06-12
6. CATALENT INC   2017-10-23 2020-06-19
2. ICU MED INC   2017-10-23 2020-06-19
3. WEBSTER FINANCIAL CORP   2017-10-23 2020-06-19
4. WEBSTER FINANCIAL CORP   2019-08-06 2020-06-19
47.483 DOUBLELINE EMG MKTS INC-I   2019-10-22 2020-06-26
603.635 DOUBLELINE EMG MKTS INC-I   2018-03-09 2020-06-26
15. T-MOBILE US INC - RIGHTS   2020-06-26 2020-06-29
4. MERCK & CO INC   2020-06-01 2020-07-07
5. MERCK & CO INC   2017-06-02 2020-07-07
2. FIVE BELOW   2015-09-04 2020-07-08
2. ICU MED INC   2014-06-26 2020-07-08
6. OGE ENERGY CORP COM   2017-10-23 2020-07-08
1. POOL CORP   2017-10-23 2020-07-08
2. SS&C TECHNOLOGIES HOLDINGS INC   2014-06-26 2020-07-08
6. SS&C TECHNOLOGIES HOLDINGS INC   2020-03-10 2020-07-08
2. TYLER TECHNOLOGIES INC   2014-06-26 2020-07-08
1. AMPHENOL CORP   2020-01-31 2020-07-10
7. AMPHENOL CORP   2014-06-26 2020-07-10
3. MICROSOFT CORP COM   2019-02-07 2020-07-16
1. ANTHEM INC   2020-06-01 2020-07-31
14. EXXON MOBIL CORP   2017-06-02 2020-08-03
10. WEBSTER FINANCIAL CORP   2017-10-23 2020-08-06
3. APPLE INC   2019-07-15 2020-08-10
2. MICROSOFT CORP COM   2018-12-20 2020-08-10
1963.316 WILLIAM BLAIR MACRO ALLOCATION FUND   2016-06-03 2020-08-13
42.845 WILLIAM BLAIR MACRO ALLOCATION FUND   2019-10-22 2020-08-13
3. DANAHER CORP   2012-03-15 2020-08-17
1. APPLE INC   2019-07-15 2020-09-01
3. NOVARTIS AG-ADR   2020-06-01 2020-09-01
1. NOVARTIS AG-ADR   2017-06-02 2020-09-01
3. APPLE INC   2019-07-15 2020-09-03
3. APPLE INC   2020-06-01 2020-09-03
3. MICROSOFT CORP COM   2018-12-20 2020-09-03
4. WEST PHARMACEUTICAL SERVICES INC   2014-08-01 2020-09-03
15. AMPHENOL CORP   2016-01-13 2020-09-09
1. WEST PHARMACEUTICAL SERVICES INC   2014-08-01 2020-09-11
1. ILLUMINA INC   2019-07-15 2020-09-17
2. ILLUMINA INC   2020-06-01 2020-09-17
1. ILLUMINA INC   2019-10-30 2020-09-18
3. ILLUMINA INC   2019-07-15 2020-09-18
17. CVS HEALTH CORP   2017-06-02 2020-10-01
4. CVS HEALTH CORP   2020-06-01 2020-10-01
12. VONTIER CORP   2019-01-07 2020-10-19
3. VONTIER CORP   2020-03-11 2020-10-19
2. MOLINA HEALTHCARE INC   2020-01-14 2020-11-10
1. AMERICAN TOWER CORP   2020-06-01 2020-11-12
1. MICROSOFT CORP COM   2019-09-17 2020-11-12
.6 VONTIER CORP   2020-03-11 2020-11-13
24. PFIZER INC COM   2019-01-23 2020-11-16
7. PFIZER INC COM   2020-06-01 2020-11-16
4. BOOZ ALLEN HAMILTON HOLDING CORP   2017-11-09 2020-11-17
2. PAYPAL HOLDINGS INC   2016-07-11 2020-11-17
1. POOL CORP   2017-10-23 2020-11-17
3. RPM INTERNATIONAL INC   2014-06-26 2020-11-17
2. WEST PHARMACEUTICAL SERVICES INC   2014-08-01 2020-11-17
1. ADOBE SYS INC COM   2016-05-05 2020-11-19
1. ALIBABA GROUP HOLDING-SP ADR   2017-08-01 2020-11-19
1. AMAZON COM INC   2015-01-21 2020-11-19
160.452 ARTISAN DEVELOPING WORLD FUND   2019-04-22 2020-11-19
4. AUTODESK INC COM   2019-04-05 2020-11-19
1. BANK OF AMERICA CORP   2019-01-23 2020-11-19
363.833 BARON EMERGING MARKETS FUND   2016-09-09 2020-11-19
3. COMCAST CORP   2019-03-28 2020-11-19
1. DANAHER CORP   2012-03-15 2020-11-19
1. DEERE & CO   2018-08-21 2020-11-19
2. DEXCOM INC   2017-10-23 2020-11-19
17. EDWARDS LIFESCIENCES CORP   2017-02-06 2020-11-19
4. ELECTRONIC ARTS   2020-07-13 2020-11-19
1. HONEYWELL INTERNATIONAL INC   2018-06-20 2020-11-19
1. ILLINOIS TOOL WORKS INC   2017-06-02 2020-11-19
1. INTUIT INC   2018-06-20 2020-11-19
5. ISHARES CORE S& P 500 ETF   2018-06-20 2020-11-19
2. JPMORGAN CHASE & CO   2017-10-23 2020-11-19
1. LAUDER ESTEE COS INC CL A   2018-10-22 2020-11-19
1. LULULEMON ATHLETICA INC   2020-06-01 2020-11-19
1. MASTERCARD INC   2020-02-25 2020-11-19
3. MATCH GROUP INC   2020-10-20 2020-11-19
5. MICROSOFT CORP COM   2019-09-17 2020-11-19
2. PAYPAL HOLDINGS INC   2016-08-18 2020-11-19
2. SBA COMMUNICATIONS CORP   2016-12-07 2020-11-19
2. SALESFORCE COM INC   2016-02-08 2020-11-19
6. ZOETIS INC   2017-05-02 2020-11-19
7. GENPACT LTD USD 0.001   2020-02-10 2020-11-19
23. GENPACT LTD USD 0.001   2014-06-26 2020-11-19
1. QUAKER CHEMICAL CORP   2018-06-20 2020-11-24
3. QUIDEL CORP   2020-09-03 2020-11-24
157.651 ADVISERS INVT TR JOHCM INTL SL I   2019-10-22 2020-11-30
53.66 ARTISAN DEVELOPING WORLD FUND   2019-04-22 2020-11-30
271.425 BARON EMERGING MARKETS FUND   2016-12-07 2020-11-30
4. ISHARES CORE S& P 500 ETF   2018-06-20 2020-11-30
1. FIVE BELOW   2015-09-04 2020-12-04
5. SALESFORCE COM INC   2016-02-08 2020-12-04
3. SALESFORCE COM INC   2016-02-08 2020-12-08
2. SALESFORCE COM INC   2016-02-08 2020-12-11
3. SALESFORCE COM INC   2016-02-08 2020-12-15
4. INSULET CORP   2019-03-11 2020-12-17
1. TYLER TECHNOLOGIES INC   2014-06-26 2020-12-17
3. PAYPAL HOLDINGS INC   2016-08-18 2020-12-23
6. GENPACT LTD USD 0.001   2014-06-26 2020-12-23
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 91   87 4
b 69   104 -35
c 596   656 -60
d 109   117 -8
e 181   129 52
113   112 1
90   108 -18
54   44 10
212   109 103
114   57 57
319   144 175
90   73 17
53   42 11
90   74 16
53   57 -4
206   148 58
462   435 27
808   302 506
46   51 -5
137   133 4
83   61 22
156   93 63
321   323 -2
1,999   1,863 136
282   190 92
376   180 196
235   63 172
256   87 169
1,489   1,289 200
262   246 16
67   47 20
1,885   1,992 -107
368   210 158
375   318 57
885   768 117
3,960   455 3,505
877   714 163
157   176 -19
243   322 -79
603   628 -25
63   71 -8
99   89 10
110   138 -28
172   216 -44
39   32 7
58   91 -33
63   111 -48
69   116 -47
874   874  
49   63 -14
707   1,147 -440
188   591 -403
75   174 -99
274   367 -93
155   201 -46
161   79 82
309   761 -452
448   706 -258
31   574 -543
16   160 -144
101   394 -293
55   233 -178
220   450 -230
44   109 -65
716   1,344 -628
353   567 -214
517   90 427
298   152 146
466   236 230
75   135 -60
150   254 -104
1,635   1,341 294
140   177 -37
530   360 170
876   1,449 -573
418   96 322
574   278 296
19,109   14,274 4,835
832   900 -68
14,797   13,821 976
488   719 -231
373   217 156
124   131 -7
277   233 44
415   419 -4
426   203 223
357   256 101
85   164 -79
114   187 -73
478   500 -22
6,079   6,320 -241
3   5 -2
316   320 -4
395   326 69
204   71 133
366   122 244
184   223 -39
270   121 149
113   43 70
338   299 39
707   177 530
95   99 -4
663   334 329
611   315 296
271   288 -17
592   1,112 -520
269   382 -113
1,352   615 737
415   203 212
20,870   23,208 -2,338
455   500 -45
617   126 491
134   51 83
260   260  
87   72 15
363   154 209
363   241 122
648   305 343
1,062   163 899
1,605   715 890
273   41 232
299   302 -3
599   686 -87
294   296 -2
883   906 -23
982   1,339 -357
231   262 -31
339   223 116
85   75 10
441   264 177
238   257 -19
219   137 82
17   13 4
892   984 -92
260   247 13
359   147 212
385   76 309
333   121 212
268   136 132
574   81 493
467   93 374
260   154 106
3,114   293 2,821
4,095   2,160 1,935
1,029   651 378
27   29 -2
6,302   4,297 2,005
148   121 27
227   42 185
257   144 113
661   90 571
1,445   507 938
482   564 -82
201   141 60
205   144 61
359   213 146
1,789   1,397 392
229   199 30
240   126 114
343   306 37
337   302 35
401   345 56
1,060   544 516
382   76 306
597   209 388
533   112 421
997   337 660
282   303 -21
927   396 531
256   161 95
522   468 54
4,731   3,375 1,356
1,336   722 614
4,728   3,100 1,628
1,446   1,118 328
161   34 127
1,127   273 854
683   164 519
442   109 333
656   164 492
953   342 611
453   89 364
724   114 610
250   103 147
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
      3,622
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4
b       -35
c       -60
d       -8
e       52
      1
      -18
      10
      103
      57
      175
      17
      11
      16
      -4
      58
      27
      506
      -5
      4
      22
      63
      -2
      136
      92
      196
      172
      169
      200
      16
      20
      -107
      158
      57
      117
      3,505
      163
      -19
      -79
      -25
      -8
      10
      -28
      -44
      7
      -33
      -48
      -47
       
      -14
      -440
      -403
      -99
      -93
      -46
      82
      -452
      -258
      -543
      -144
      -293
      -178
      -230
      -65
      -628
      -214
      427
      146
      230
      -60
      -104
      294
      -37
      170
      -573
      322
      296
      4,835
      -68
      976
      -231
      156
      -7
      44
      -4
      223
      101
      -79
      -73
      -22
      -241
      -2
      -4
      69
      133
      244
      -39
      149
      70
      39
      530
      -4
      329
      296
      -17
      -520
      -113
      737
      212
      -2,338
      -45
      491
      83
       
      15
      209
      122
      343
      899
      890
      232
      -3
      -87
      -2
      -23
      -357
      -31
      116
      10
      177
      -19
      82
      4
      -92
      13
      212
      309
      212
      132
      493
      374
      106
      2,821
      1,935
      378
      -2
      2,005
      27
      185
      113
      571
      938
      -82
      60
      61
      146
      392
      30
      114
      37
      35
      56
      516
      306
      388
      421
      660
      -21
      531
      95
      54
      1,356
      614
      1,628
      328
      127
      854
      519
      333
      492
      611
      364
      610
      147
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 37,307
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 719
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 719
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 719
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 412
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 412
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 307
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPT, TRUST DEPARTMENT Telephone no.bullet (205) 820-3141

    Located atbullet250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4bullet35244
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REGIONS BANK TRUSTEE
    1     		14,909    
    250 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,217,312
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,217,312
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,217,312
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,260
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,199,052
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    59,953
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    59,953
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    719
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    719
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    59,234
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    59,234
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    59,234
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    56,973
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    56,973
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    56,973
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 59,234
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 4,187
    b From 2016...... 3,539
    c From 2017...... 839
    d From 2018...... 1,954
    e From 2019...... 0
    fTotal of lines 3a through e........ 10,519
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 56,973
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 56,973
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 2,261 2,261
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,258
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,926
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,332
    10 Analysis of line 9:
    a Excess from 2016.... 3,539
    b Excess from 2017.... 839
    c Excess from 2018.... 1,954
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CARA GOBER REGIONS BANK
    1901 6TH AVENUE NORTH
    BIRMINGHAM,AL35203
    (205) 264-7132
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS IN LETTER FORM WITH LATEST COPY OF IRS DETERMINATION LETTER
    cAny submission deadlines:
    NOVEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO ALABAMA CHARITABLE ORGANIZATIONS - LEGAL INSTITUTIONS OR FOR THE BLIND. NO GRANTS MADE TO INDIVIDUALS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    NATIONAL FEDERATION OF THE BLIND
    896 PARLIAMENT COURT
    MOBILE,AL36695     		NONE PC GENERAL OPERATING 2,400
    BIRMINGHAM YMCA
    2101 4TH AVE N
    BIRMINGHAM,AL35203     		NONE PC GENERAL OPERATING 3,000
    CUMBERLAND SCHOOL OF LAW
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		NONE PC GENERAL OPERATING 8,250
    GREATER BIRMINGHAM CHAPTER
    PO BOX 12832
    BIRMINGHAM,AL35282     		NONE PC GENERAL OPERATING 5,350
    KING'S HOME
    PO BOX 162
    CHELSEA,AL35043     		NONE PC GENERAL OPERATING 3,250
    LAKESHORE FOUNDATION
    4000 RIDGEWAY DR
    BIRMINGHAM,AL35209     		NONE PC GENERAL OPERATING 3,250
    RESTORATION ACADEMY
    P O BOX 30
    FAIRFIELD,AL35064     		NONE PC GENERAL OPERATING 3,250
    SIGHT SAVERS AMERICA
    337 BUSINESS CIRCLE
    PELHAM,AL35124     		NONE PC GENERAL OPERATING 3,250
    UNIV OF ALABAMA LAW SCHOOL FOUNDATION
    P OBOX 870382
    TUSCALOOSA,AL35487     		NONE PC GENERAL OPERATING 8,250
    WORKSHOPS INC
    4244 3RD AVENUE SOUTH
    BIRMINGHAM,AL35222     		NONE PC GENERAL OPERATING 3,250
    YWCA - CENTRAL ALABAMA
    309 23RD STREET NORTH
    BIRMINGHAM,AL35203     		NONE PC GENERAL OPERATING 5,500
    PRICHARD PREPARATORY SCHOOL INC
    743 MT SINAI AVENUE
    Whistler,AL36612     		NONE I SCHOLARSHIP 2,500
    Total .................................bullet 3a 51,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 26,678  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 37,307  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 4  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   63,989  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    63,989
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    262037104 DRIL-QUIP INC AT COST 528 148
    452308109 ILLINOIS TOOL WORKS AT COST 1,659 2,243
    252131107 DEXCOM INC AT COST 361 2,958
    258620509 DOUBLELINE EMG MKTS AT COST 10,181 10,382
    824348106 SHERWIN-WILLIAMS CO/ AT COST 2,007 3,675
    00770G847 JOHCM INTERNATIONAL AT COST 40,624 58,851
    25470M109 DISH NETWORK CORP AT COST 3,750 2,717
    258278100 DORMAN PRODS INC AT COST 571 868
    258620103 DOUBLELINE TOTAL RET      
    285512109 ELECTRONIC ARTS AT COST 3,632 4,452
    576485205 MATADOR RESOURCES CO      
    911312106 UNITED PARCEL SERVIC AT COST 1,687 2,526
    91324P102 UNITED HEALTH GROUP AT COST 1,017 1,753
    921943809 VANGUARD DEVELOPED M AT COST 47,539 53,822
    947890109 WEBSTER FINANCIAL CO      
    989207105 ZEBRA TECHNOLOGIES C AT COST 397 1,922
    G5005R107 JAMES RIVER GROUP HO      
    596278101 MIDDLEBY CORP      
    71943U104 PHYSICIANS REALTY TR AT COST 688 712
    866674104 SUN COMMUNITIES INC AT COST 616 1,368
    009158106 AIR PRODUCTS & CHEMI AT COST 1,542 2,459
    031162100 AMGEN INC AT COST 794 1,150
    057071854 BAIRD AGGREGATE BOND AT COST 113,783 125,805
    09180C106 BJS RESTAURANTS INC      
    149568107 CAVCO INDS INC DEL AT COST 639 877
    099502106 BOOZ ALLEN HAMILTON AT COST 457 1,221
    122017106 BURLINGTON STORES IN AT COST 206 1,046
    28176E108 EDWARDS LIFESCIENCES AT COST 2,279 3,193
    33829M101 FIVE BELOW AT COST 204 1,050
    366651107 GARTNER INC NEW CL A AT COST 711 1,121
    44930G107 ICU MED INC      
    461202103 INTUIT INC AT COST 1,345 3,799
    518439104 ESTEE LAUDER COS INC AT COST 967 3,460
    536797103 LITHIA MOTORS INC AT COST 613 1,756
    731068102 POLARIS INDUSTRIES I AT COST 904 858
    736508847 PORTLAND GENERAL ELE AT COST 532 599
    743315103 PROGRESSIVE CORP/THE AT COST 908 1,780
    749685103 RPM INTERNATIONAL IN AT COST 727 1,452
    882681109 TEXAS ROADHOUSE INC AT COST 952 1,172
    01609W102 ALIBABA GROUP HOLDIN AT COST 977 1,629
    090572207 BIO RAD LABS INC CL AT COST 879 1,749
    03524A108 ANHEUSER-BUSCH INBEV      
    04316A108 ARTISAN PARTNERS ASS AT COST 445 453
    14040H105 CAPITAL ONE FINANCIA AT COST 945 989
    166764100 CHEVRONTEXACO CORP AT COST 1,617 1,351
    172908105 CINTAS CORP AT COST 1,647 3,181
    89417E109 TRAVELERS COS INC/TH AT COST 1,135 1,263
    902252105 TYLER TECHNOLOGIES I      
    92826C839 VISA INC      
    30214U102 EXPONENT INC AT COST 510 1,891
    36555P107 GARDNER DENVER HOLDI      
    384109104 GRACO INC AT COST 455 1,013
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    49714P108 KINSALE CAPITAL GROU AT COST 213 400
    666807102 NORTHROP GRUMMAN COR AT COST 2,050 1,828
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    45826H109 INTEGER HOLDINGS COR AT COST 453 487
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    87166B102 SYNEOS HEALTH INC CL AT COST 1,053 1,226
    28618M106 ELEMENT SOLUTIONS IN AT COST 905  
    09258N570 BLACKROCK TACT OPPOR AT COST 21,325 21,280

    TY 2020 OtherDecreasesSchedule
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Description Amount
    COST BASIS ADJUSTMENT 145


    TY 2020 OtherIncomeSchedule2
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 4 4  


    TY 2020 OtherIncreasesSchedule
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Description Amount
    MUTUAL FUND TIMING ADJ 183


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 1,505 1,505    


    TY 2020 TaxesSchedule
    Name:
    HENRY G SIMS & HENRY U SIMS MEM FD
    EIN:
    63-6114412
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 179 179   0
    FEDERAL ESTIMATES - PRINCIPAL 214 0   0
    FOREIGN TAXES ON NONQUALIFIED 18 18   0