Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BIRMINGHAM
State or province
AL
Country  
ZIP or foreign postal code
35202
A Employer identification number

63-6114412
B Telephone number (see instructions)

2058203141
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,297,165J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 33,327 33,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,010
b Gross sales price for all assets on line 6a 134,783
7 Capital gain net income (from Part IV, line 2)... 19,010
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).......      
12 Total. Add lines 1 through 11........ 52,337 52,252  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,758 11,031   4,727
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
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,563 1,563   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,101 491   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)....... Click to see attachment
List of Attached Documents:
// Content
1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,423 13,086 0 5,727
25 Contributions, gifts, grants paid....... 61,400 61,400
26 Total expenses and disbursements. Add lines 24 and 25 ................ 81,823 13,086 0 67,127
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,486
b Net investment income (if negative, enter -0-) 39,166
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 15,907 10,061 10,061
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 967,373 Click to see attachment
List of Attached Documents:
// Content
942,914 		1,287,104
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 983,280 952,975 1,297,165
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 983,280 952,975
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)..... 983,280 952,975
30 Total liabilities and net assets/fund balances (see instructions). 983,280 952,975
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
983,280
2
Enter amount from Part I, line 27a .....................
2
-29,486
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
953,794
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
820
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
952,974
Form 990-PF (2025)
Form 990-PF (2025)
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 13. CHAMPIONX CORP   2022-06-27 2025-02-10
b 18. FORTIVE CORP   2024-05-02 2025-02-10
c 16. COLUMBUS MCKINNON CORP N Y   2022-06-27 2025-02-27
d 1716.162 BAIRD FDS INC   2019-10-22 2025-03-04
e 318.996 VANGUARD MALVERN FDS   2023-09-22 2025-03-04
11. INTRA-CELLULAR THERAPIES INC   2022-10-31 2025-03-06
5. CARTERS INC   2018-10-01 2025-04-09
11. ORACLE CORPORATION COM   2018-06-20 2025-04-09
10. GIBRALTAR INDS INC   2020-06-04 2025-04-10
49. VENTURE GLOBAL INC-CL A   2025-02-27 2025-04-10
8. AGILENT TECHNOLOGIES INC   2024-05-02 2025-04-17
5. SILICON LABORATORIES INC   2017-10-23 2025-04-17
11. HEXCEL CORP NEW   2018-05-30 2025-05-01
2. VAIL RESORTS INC   2019-02-11 2025-05-01
10. MERCK & CO INC   2018-06-20 2025-05-08
3. THERMO FISHER SCIENTIFIC INC   2017-02-06 2025-06-02
13. ALPHABET INC/CA   2024-05-02 2025-06-12
1. APTARGROUP INC   2021-08-09 2025-06-12
4. BJ'S WHOLESALE CLUB HOLDINGS   2019-12-02 2025-06-12
5. BOOZ ALLEN HAMILTON HLDG CORP   2022-06-27 2025-06-12
1. EAGLE MATLS INC   2017-10-23 2025-06-12
4. FEDERAL SIGNAL CORP   2021-09-22 2025-06-12
2. HOLOGIC INC   2024-05-23 2025-06-12
1. INTEGER HOLDINGS CORP   2020-04-30 2025-06-12
1. PINNACLE FINL PARTNERS INC   2017-10-23 2025-06-12
1. RBC BEARINGS INC   2015-01-21 2025-06-12
1. TEXAS ROADHOUSE INC   2018-08-14 2025-06-12
145.204 VANGUARD WORLD FD   2023-08-18 2025-06-12
1146.354 VANGUARD DEV MKT INDX-ADM   2023-08-18 2025-06-12
3. MSCI INC   2024-05-02 2025-06-26
10. TORO CO   2014-06-26 2025-06-26
5. ALPHABET INC/CA   2024-05-02 2025-07-14
9. AMERICAN EXPRESS CO   2017-06-02 2025-07-14
2. CHART INDS INC   2025-06-12 2025-07-14
3. CHART INDS INC   2023-07-27 2025-07-14
10. CONOCOPHILLIPS   2021-07-22 2025-07-14
2. DEERE & CO   2020-06-01 2025-07-14
4. ILLINOIS TOOL WKS INC   2017-06-02 2025-07-14
5. JPMORGAN CHASE & CO   2017-06-02 2025-07-14
7. NATIONAL STORAGE AFFILIATES   2025-06-12 2025-07-14
8. NATIONAL STORAGE AFFILIATES   2022-10-31 2025-07-14
15. US BANCORP DEL   2019-01-04 2025-07-14
17. WILLIAMS COMPANIES, INC.   2024-01-10 2025-07-14
5. BOOZ ALLEN HAMILTON HLDG CORP   2016-10-27 2025-07-25
10. NOVO NORDISK A/S - SPONSORED ADR ONE ADR REPRS ONE-HALF OF CL 'B'   2025-02-27 2025-08-07
1. IDEX CORP   2025-06-12 2025-08-14
5. IDEX CORP   2024-05-23 2025-08-14
2. MARKETAXESS HLDGS INC   2024-05-23 2025-08-14
1. WORKDAY INC   2024-09-25 2025-09-11
5. WORKDAY INC   2024-05-02 2025-09-11
1. GLOBANT SA   2025-06-12 2025-09-11
4. GLOBANT SA   2021-11-30 2025-09-11
19. ACADIA HEALTHCARE CO INC   2025-06-12 2025-10-06
9. ACADIA HEALTHCARE CO INC   2020-11-10 2025-10-06
5. FRESHPET INC   2025-06-12 2025-10-16
28. PERMIAN RESOURCES CORP   2025-06-12 2025-10-16
34. PERMIAN RESOURCES CORP   2024-07-05 2025-10-16
5. CYBERARK SOFTWARE LTD (PFIC)   2024-05-23 2025-10-16
20. EDISON INTL   2020-09-03 2025-10-30
2. KLA CORP   2024-05-02 2025-11-06
11. HOLOGIC INC   2024-05-23 2025-11-10
3. NORTHROP GRUMMAN CORP   2020-11-24 2025-11-14
1. ZEBRA TECHNOLOGIES CORP CL A   2025-06-12 2025-11-14
2. ZEBRA TECHNOLOGIES CORP CL A   2014-06-26 2025-11-14
26. CHIPOTLE MEXICAN GRILL INC   2024-05-02 2025-12-04
3. THE TRADE DESK INC   2024-11-27 2025-12-04
27. CCC INTELLIGENT SOLUTIONS   2025-06-12 2025-12-17
93. CCC INTELLIGENT SOLUTIONS   2024-05-23 2025-12-17
1. AEROVIRONMENT INC   2025-11-03 2025-12-18
44.244 ARTISAN PARTNERS FDS INC   2022-06-28 2025-12-18
6. ISHARES CORE S&P MIDCAP ETF   2014-06-26 2025-12-18
14. ISHARES CORE S&P SMALL-CAP E   2014-06-26 2025-12-18
1631.678 JPMORGAN TR I   2023-10-26 2025-12-18
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    
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 381   266 115
b 1,445   1,371 74
c 279   747 -468
d 16,921   18,324 -1,403
e 7,586   8,030 -444
1,443   501 942
163   501 -338
1,388   483 905
534   468 66
378   689 -311
817   1,100 -283
452   396 56
538   763 -225
280   402 -122
782   606 176
1,192   455 737
2,282   2,145 137
153   130 23
435   95 340
501   212 289
198   108 90
401   143 258
130   149 -19
120   75 45
105   67 38
373   62 311
187   65 122
16,889   13,957 2,932
20,955   18,343 2,612
1,696   1,415 281
708   313 395
904   825 79
2,883   707 2,176
332   294 38
498   482 16
941   525 416
1,008   294 714
1,030   577 453
1,441   414 1,027
228   235 -7
261   330 -69
704   758 -54
996   590 406
567   153 414
486   893 -407
166   184 -18
831   1,070 -239
375   468 -93
226   243 -17
1,132   1,256 -124
58   98 -40
234   1,175 -941
497   426 71
235   330 -95
265   431 -166
337   402 -65
409   555 -146
2,431   958 1,473
1,107   1,142 -35
2,418   1,353 1,065
816   773 43
1,681   960 721
240   293 -53
480   159 321
880   1,626 -746
117   383 -266
210   244 -34
724   1,105 -381
233   374 -141
1,033   617 416
397   169 228
1,710   773 937
18,732   18,748 -16
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
      4,818
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       115
b       74
c       -468
d       -1,403
e       -444
      942
      -338
      905
      66
      -311
      -283
      56
      -225
      -122
      176
      737
      137
      23
      340
      289
      90
      258
      -19
      45
      38
      311
      122
      2,932
      2,612
      281
      395
      79
      2,176
      38
      16
      416
      714
      453
      1,027
      -7
      -69
      -54
      406
      414
      -407
      -18
      -239
      -93
      -17
      -124
      -40
      -941
      71
      -95
      -166
      -65
      -146
      1,473
      -35
      1,065
      43
      721
      -53
      321
      -746
      -266
      -34
      -381
      -141
      416
      228
      937
      -16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 19,010
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
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 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) 1 544
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 544
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- ..... 5 544
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,032
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 1,032
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 488
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax488 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
AL
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressN/A
14
The books are in care ofREGIONS BANK TRUST DEPT, TRUST DEPARTMENT Telephone no. (205) 820-3141

Located at250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+435244
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		15,758    
2050 PARKWAY OFFICE CIRCLE
HOOVER,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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
1,265,503
b
Average of monthly cash balances.......................
1b
21,803
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,287,306
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
1,287,306
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,310
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,267,996
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
63,400
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
63,400
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
544
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
544
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
62,856
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
62,856
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 XII, line 1 ...
7
62,856
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
67,127
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
67,127
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 62,856
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 3,649
e From 2024...... 6,050
f Total of lines 3a through e ........ 9,699
4Qualifying distributions for 2025 from Part
XI, line 4: $ 67,127
a Applied to 2024, 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 2025 distributable amount..... 62,856
e Remaining amount distributed out of corpus 4,271
5 Excess distributions carryover applied to 2025. 0 0
(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 13,970
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		13,970
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 3,649
d Excess from 2024 .... 6,050
e Excess from 2025 .... 4,271
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
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 ALABAMA

896 PARLIAMENT CT
MOBILE,AL366959696 		NONE   GENERAL OPERATING 2,400

CUMBERLAND SCHOOL OF LAW

800 LAKESHORE DRIVE
BIRMINGHAM,AL35229 		NONE   GENERAL OPERATING 10,000

SIGHT SAVERS AMERICA

337 BUSINESS CIR
PELHAM,AL35124 		NONE   GENERAL OPERATING 3,700

LAKESHORE FOUNDATION

4000 RIDGEWAY DR
BIRMINGHAM,AL35209 		NONE   GENERAL OPERATING 3,700

UAB CENTER FOR LOW VISION REHABILITATION

1720 UNIVERSITY BLVD
BIRMINGHAM,AL35294 		NONE   GENERAL OPERATING 3,600

GLENWOOD INC

150 GLENDWOOD LANE
BIRMINGHAM,AL35242 		NONE   GENERAL OPERATING 3,600

PRICHARD PREPARATORY SCHOOL INC

743 MOUNT SINAI AVE
MOBILE,AL366121826 		NONE   SCHOLARSHIP 3,600

WORKSHOPS INC

4065 BRADLEY CIR NW
CANTON,OH447182565 		NONE   GENERAL OPERATING 3,600

RESTORATION ACADEMY

31 NEW YORK AVE
BROOKLYN,NY11216 		NONE   GENERAL OPERATING 3,600

BIRMINGHAM YMCA

2401 20TH PLACE SOUTH
BIRMINGHAM,AL35223 		NONE   GENERAL OPERATING 10,000

KINGS HOME

PO BOX 162
CHELSEA,AL350430162 		NONE   GENERAL OPERATING 3,600

UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDAT

BOX 870136
TUSCALOOSA,AL354870001 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 61,400
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 33,327  
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 19,010  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   52,337  
13Total. Add line 12, columns (b), (d), and (e)..................
13
52,337
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 2025 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      
452308109 ILLINOIS TOOL WKS IN AT COST 416 739
252131107 DEXCOM INC      
258620509 DOUBLELINE FDS TR      
824348106 SHERWIN-WILLIAMS CO AT COST 922 1,296
00770G847 JOHCM INTERNATIONAL      
25470M109 DISH NETWORK CORP      
258278100 DORMAN PRODS INC AT COST 813 1,355
258620103 DOUBLELINE TOTAL RET      
285512109 ELECTRONIC ARTS      
576485205 MATADOR RES CO AT COST 759 594
911312106 UNITED PARCEL SVC IN      
91324P102 UNITEDHEALTH GROUP I AT COST 716 1,320
921943809 VANGUARD TAX-MANAGED AT COST 55,293 81,788
947890109 WEBSTER FINANCIAL CO      
989207105 ZEBRA TECHNOLOGIES C      
G5005R107 JAMES RIVER GROUP HO      
596278101 MIDDLEBY CORP      
71943U104 PHYSICIANS RLTY TR      
866674104 SUN CMNTYS INC AT COST 411 867
009158106 AIR PRODS & CHEMS IN AT COST 737 1,235
031162100 AMGEN INC      
057071854 BAIRD FDS INC AT COST 107,167 100,978
09180C106 BJS RESTAURANTS INC      
149568107 CAVCO INDS INC DEL AT COST 485 2,363
099502106 BOOZ ALLEN HAMILTON      
122017106 BURLINGTON STORES IN AT COST 311 1,155
28176E108 EDWARDS LIFESCIENCES      
33829M101 FIVE BELOW      
366651107 GARTNER INC NEW CL A      
44930G107 ICU MED INC      
461202103 INTUIT AT COST 701 3,975
518439104 LAUDER ESTEE COS INC      
536797103 LITHIA MTRS INC      
731068102 POLARIS INC      
736508847 PORTLAND GEN ELEC CO AT COST 728 912
743315103 PROGRESSIVE CORP OH AT COST 2,091 4,099
749685103 RPM INTL INC AT COST 639 1,144
882681109 TEXAS ROADHOUSE INC AT COST 629 1,660
01609W102 ALIBABA GROUP HOLDIN      
090572207 BIO RAD LABS INC CL AT COST 484 606
03524A108 ANHEUSER-BUSCH INBEV      
04316A108 ARTISAN PARTNERS ASS      
14040H105 CAPITAL ONE FINL COR AT COST 717 1,212
166764100 CHEVRON CORP NEW AT COST 1,151 1,829
172908105 CINTAS CORP      
89417E109 TRAVELERS COS INC AT COST 752 1,740
902252105 TYLER TECHNOLOGIES I      
92826C839 VISA INC AT COST 4,435 6,313
30214U102 EXPONENT INC AT COST 128 486
36555P107 GARDNER DENVER HOLDI      
384109104 GRACO INC      
46637K265 JPMORGAN TR I AT COST 29,292 53,101
478160104 JOHNSON & JOHNSON AT COST 1,165 1,863
573284106 MARTIN MARIETTA MATL AT COST 662 1,868
955306105 WEST PHARMACEUTICAL AT COST 2,131 1,651
969251750 WILLIAM BLAIR MACRO      
701877102 PARSLEY ENERGY INC      
739276103 POWER INTEGRATIONS I      
776696106 ROPER INDS INC NEW      
80689H102 SCHNEIDER NATL INC W AT COST 607 690
867224107 SUNCOR ENERGY INC      
023135106 AMAZON COM INC AT COST 2,729 6,001
06828M876 BARON SELECT FDS      
235851102 DANAHER CORP AT COST 2,443 2,289
891092108 TORO CO      
02079K107 ALPHABET INC      
025816109 AMERICAN EXPRESS CO AT COST 314 1,480
05605H100 BWX TECHNOLOGIES INC      
08579W103 BERRY PLASTICS GROUP      
244199105 DEERE & CO AT COST 575 1,862
26969P108 EAGLE MATLS INC AT COST 565 1,240
29414B104 EPAM SYSTEMS INC      
437076102 HOME DEPOT INC AT COST 621 1,376
438516106 HONEYWELL INTL INC      
46120E602 INTUITIVE SURGICAL I AT COST 946 1,133
464287200 ISHARES TR AT COST 54,484 191,098
464287507 ISHARES TR AT COST 33,628 57,684
571748102 MARSH & MCLENNAN COS AT COST 541 1,299
58933Y105 MERCK & CO INC NEW      
913017109 UNITED TECHNOLOGIES      
G3922B107 GENPACT LTD USD 0.00      
N6596X109 NXP SEMICONDUCTORS N      
59522J103 MID-AMERICA APARTMEN      
620076307 MOTOROLA SOLUTIONS I AT COST 606 2,683
693506107 PPG INDS INC      
717081103 PFIZER INC      
718172109 PHILIP MORRIS INTERN      
74051N102 PREMIER INC-CLASS A      
753422104 RAPID7 INC      
767744105 RITCHIE BROS AUCTION      
780259206 ROYAL DUTCH SHELL PL      
816851109 SEMPRA AT COST 2,006 3,002
883556102 THERMO FISHER SCIENT AT COST 151 579
00724F101 ADOBE SYS INC COM      
060505104 BANK AMER CORP AT COST 904 2,200
146229109 CARTERS INC      
148806102 CATALENT INC      
16119P108 CHARTER COMMUNICATIO      
192422103 COGNEX CORP AT COST 705 971
22160K105 COSTCO WHOLESALE COR      
036752103 ANTHEM INC      
038336103 APTARGROUP INC AT COST 398 610
052769106 AUTODESK INC COM      
064058100 BANK NEW YORK MELLON      
09857L108 BOOKING HOLDINGS INC      
126650100 CVS HEALTH CORP AT COST 1,092 1,111
128119880 CALAMOS INVT TR NEW      
37637Q105 GLACIER BANCORP INC AT COST 560 705
428291108 HEXCEL CORP NEW      
46625H100 JPMORGAN CHASE & CO AT COST 1,158 4,511
929740108 WABTEC CORP      
64125C109 NEUROCRINE BIOSCIENC AT COST 989 1,560
747316107 QUAKER CHEM CORP AT COST 698 824
79466L302 SALESFORCE COM INC      
82669G104 SIGNATURE BK NEW YOR      
826919102 SILICON LABORATORIES      
00203H859 AQR MANAGED FUTURES      
00206R102 AT&T INC      
02209S103 ALTRIA GROUP INC      
024835100 AMERICAN CAMPUS CMNT      
032095101 AMPHENOL CORP      
20030N101 COMCAST CORP NEW AT COST 894 867
21870Q105 CORESITE REALTY CORP      
27616P103 EASTERLY GOVT PPTYS      
34959J108 FORTIVE CORP      
949746101 WELLS FARGO & CO NEW      
957638109 WESTERN ALLIANCE BAN      
98978V103 ZOETIS INC      
H84989104 TE CONNECTIVITY LTD      
655663102 NORDSON CORP AT COST 706 1,443
70450Y103 PAYPAL HOLDINGS INC      
72346Q104 PINNACLE FINL PARTNE AT COST 688 1,145
75524B104 RBC BEARINGS INC AT COST 309 2,242
808513105 SCHWAB CHARLES CORP AT COST 1,432 2,598
00404A109 ACADIA HEALTHCARE CO      
03027X100 AMERICAN TOWER CORP AT COST 795 1,053
03073E105 AMERISOURCEBERGEN CO      
G50871105 JAZZ PHARMACEUTICALS AT COST 1,254 1,700
594918104 MICROSOFT CORP AT COST 2,474 7,738
670837103 OGE ENERGY CORP      
68389X105 ORACLE CORP      
73278L105 POOL CORP AT COST 596 458
78410G104 SBA COMMUNICATIONS C      
78467J100 SS&C TECHNOLOGIES HO      
872540109 TJX COS INC NEW      
66987V109 NOVARTIS AG      
866082100 SUMMIT HOTEL PPTYS I      
30231G102 EXXON MOBIL CORP AT COST 764 842
464287804 ISHARES TR AT COST 17,931 37,977
57060D108 MARKETAXESS HLDGS IN      
902973304 US BANCORP DEL      
G8473T100 STERIS PLC      
084670702 BERKSHIRE HATHAWAY I AT COST 767 2,011
115637209 BROWN FORMAN CORP      
29362U104 ENTEGRIS INC AT COST 364 758
452327109 ILLUMINA INC      
45784P101 INSULET CORP      
48121L114 JPMORGAN TR I      
502431109 L3HARRIS TECHNOLOGIE      
91879Q109 VAIL RESORTS INC      
04911A107 ATLANTIC UN BANKSHAR AT COST 1,059 1,059
281020107 EDISON INTL      
29404K106 ENVESTNET INC      
35137L204 FOX CORP      
49271V100 KEURIG DR PEPPER INC      
037833100 APPLE INC      
05550J101 BJ'S WHOLESALE CLUB AT COST 327 1,260
31635T807 FIDELITY SALEM STR T AT COST 125,264 118,083
38526M106 GRAND CANYON ED INC AT COST 651 832
374689107 GIBRALTAR INDS INC      
872307103 TCF FINANCIAL CORP      
87807B107 TC ENERGY CORP      
443573100 HUBSPOT INC      
71377A103 PERFORMANCE FOOD GRO AT COST 1,169 1,798
74440Y884 PGIM HIGH YIELD FUND      
04314H592 ARTISAN PARTNERS FDS AT COST 14,884 25,691
513847103 LANCASTER COLONY COR AT COST 1,139 1,151
75513E101 RAYTHEON TECHNOLOGIE AT COST 713 2,017
550021109 LULULEMON ATHLETICA      
929089100 VOYA FINL INC AT COST 1,313 1,564
922020813 VANGUARD MALVERN FDS AT COST 9,175 10,520
512807108 LAM RESH CORP      
451107106 IDACORP INC AT COST 832 1,139
16359R103 CHEMED CORP      
713448108 PEPSICO INC AT COST 747 861
109194100 BRIGHT HORIZONS FAMI AT COST 1,368 1,115
60855R100 MOLINA HEALTHCARE IN      
488401100 KEMPER CORP DEL      
92537N108 VERTIV HLDGS CO      
81762P102 SERVICENOW INC AT COST 2,083 3,064
G46188101 HORIZON THERAPEUTICS      
258620566 DOUBLELINE FDS TR      
45687V106 INGERSOLL RAND INC      
82509L107 SHOPIFY INC-A W/I AT COST 321 483
313855108 FEDERAL SIGNAL CORP AT COST 439 1,629
57667L107 MATCH GROUP INC      
57636Q104 MASTERCARD INC      
20825C104 CONOCOPHILLIPS AT COST 721 1,591
379577208 GLOBUS MEDICAL INC A AT COST 1,192 1,921
49714P108 KINSALE CAP GROUP IN AT COST 478 1,173
666807102 NORTHROP GRUMMAN COR      
872590104 T -MOBILE US INC      
76171L106 REYNOLDS CONSUMER PR      
156727109 CERENCE INC      
45826H109 INTEGER HOLDINGS COR AT COST 597 627
724078100 PIPER SANDLER COS AT COST 462 2,038
444097109 HUDSON PAC PPTYS INC      
68902V107 OTIS WORLDWIDE CORP AT COST 590 961
747525103 QUALCOMM INC      
87166B102 SYNEOS HEALTH INC CL      
28618M106 ELEMENT SOLUTIONS IN AT COST 965 1,299
09258N570 BLACKROCK FDS AT COST 17,997 20,404
362014193 GMO TR AT COST 19,544 18,423
G39108108 GATES INDUSTRIAL COR AT COST 1,205 1,524
024525669 AMERICAN BEACON FDS AT COST 25,117 21,697
114340102 BROOKS AUTOMATION IN AT COST 696 399
655664100 NORDSTROM INC      
25278X109 DIAMONDBACK ENERGY I      
G11196105 BIOHAVEN PHARMACEUTI      
922475108 VEEVA SYSTEMS INC-CL      
72352L106 PINTEREST INC- CLASS      
199908104 COMFORT SYS USA INC AT COST 315 3,733
16679L109 CHEWY INC - CLASS A      
30212P303 EXPEDIA GROUP INC      
562750109 MANHATTAN ASSOCS INC AT COST 635 867
589509207 MERGER FD      
25179M103 DEVON ENERGY CORP NE      
45167R104 IDEX CORP      
17275R102 CISCO SYS INC      
L44385109 GLOBANT SA      
37253A103 GENTHERM INC COM AT COST 960 691
199333105 COLUMBUS MCKINNON CO      
22266L106 COUPA SOFTWARE INC      
70438V106 PAYLOCITY HOLDING CO AT COST 1,267 915
69360J107 PS BUSINESS PKS INC      
46653M849 JOHCM FDS TR      
637870106 NATIONAL STORAGE AFF      
4812C0134 JPMORGAN TR II AT COST 51,149 50,469
15872M104 CHAMPIONX CORP      
02079K305 ALPHABET INC/CA AT COST 1,137 3,756
277276101 EASTGROUP PPTYS INC AT COST 819 891
016255101 ALIGN TECHNOLOGY INC      
458140100 INTEL CORP AT COST 2,616 2,509
69047Q102 OVINTIV INC AT COST 925 784
46116X101 INTRA-CELLULAR THERA      
25159K705 DEUTSCHE DWS MKT TR      
78454L100 SM ENERGY CO      
92346J108 VERICEL CORP AT COST 635 684
74347M108 PROPETRO HOLDING COR      
049468101 ATLASSIAN CORP COM U      
67066G104 NVIDIA CORP AT COST 849 9,325
405552100 HALEON PLC-ADR AT COST 878 1,436
436440101 HOLOGIC INC      
50101L106 KRISPY KREME INC      
047649108 ATKORE INC      
075887109 BECTON DICKINSON & C AT COST 502 388
30303M102 FACEBOOK INC AT COST 448 2,640
40637H109 HALOZYME THERAPEUTIC AT COST 679 942
533900106 LINCOLN ELEC HLDGS I AT COST 706 1,198
008492100 AGREE RLTY CORP AT COST 963 936
78409V104 S&P GLOBAL INC      
559663109 MAGNOLIA OIL & GAS C AT COST 733 700
M2682V108 CYBERARK SOFTWARE LT      
368736104 GENERAC HOLDINGS INC      
12510Q100 CCC INTELLIGENT SOLU      
16115Q308 CHART INDS INC      
22160N109 COSTAR GROUP INC      
45073V108 I T T INC AT COST 1,088 1,562
55405Y100 MA-COM TECHNOLOGY SO AT COST 1,047 2,055
58155Q103 MCKESSON CORP AT COST 363 820
74275K108 PROCORE TECHNOLOGIES AT COST 940 1,018
860630102 STIFEL FINL CORP AT COST 970 1,503
875372203 TANDEM DIABETES CARE AT COST 1,010 901
90353T100 UBER TECHNOLOGIES IN AT COST 1,524 2,533
90470L360 ABSOLUTE CONVERT ARB AT COST 18,386 19,343
921910501 VANGUARD WORLD FD AT COST 60,955 72,288
92338C103 VERALTO CORP AT COST 1,465 1,996
92939U106 WEC ENERGY GROUP INC AT COST 327 422
97650W108 WINTRUST FINL CORP AT COST 909 1,398
00187Y100 API GROUP CORP AT COST 2,015 2,640
00770X675 PZENA EMERG MKTS VAL AT COST 14,071 17,351
00771X419 GQG PART EMERG MKTS AT COST 35,177 36,617
00846U101 AGILENT TECHNOLOGIES      
009066101 AIRBNB INC AT COST 2,048 1,900
03990B101 ARES MGMT CORP AT COST 1,552 1,616
04314H568 ARTISAN PARTNERS FDS AT COST 16,790 17,144
04621X108 ASSURANT INC AT COST 825 963
11135F101 BROADCOM INC AT COST 2,607 4,153
127387108 CADENCE DESIGN SYS I AT COST 1,644 1,875
14448C104 CARRIER GLOBAL CORP AT COST 621 476
169656105 CHIPOTLE MEXICAN GRI      
171484108 CHURCHILL DOWNS INC AT COST 998 1,024
229899109 CULLEN / FROST BANKE AT COST 901 886
23804L103 DATADOG INC - CLASS AT COST 517 544
254687106 DISNEY WALT CO AT COST 573 683
268150109 DYNATRACE INC AT COST 1,501 1,430
278865100 ECOLAB INC AT COST 1,128 1,313
363576109 GALLAGHER ARTHUR J & AT COST 1,914 2,070
369604301 GENERAL ELEC CO AT COST 749 1,232
398905109 GROUP 1 AUTOMOTIVE I AT COST 1,154 1,180
42250P103 HEALTHPEAK PPTYS INC AT COST 773 579
457669307 INSMED INC AT COST 1,157 2,263
482480100 KLA CORP      
48251W104 KKR & CO INC AT COST 2,550 3,187
52472T718 BRNDYWNGLBL HIGH YLD AT COST 16,790 16,773
55354G100 MSCI INC      
573874104 MARVELL TECHNOLOGY I AT COST 2,236 2,889
58506Q109 MEDPACE HOLDINGS INC AT COST 627 1,123
595017104 MICROCHIP TECHNOLOGY AT COST 1,006 765
609839105 MONOLITHIC PWR SYS I AT COST 2,117 2,719
632307104 NATERA INC AT COST 975 1,604
67103H107 O'REILLY AUTOMOTIVE AT COST 1,114 1,368
701094104 PARKER-HANNIFIN CORP AT COST 1,274 1,758
71424F105 PERMIAN RESOURCES CO      
829073105 SIMPSON MFG INC AT COST 824 807
82982L103 SITEONE LANDSCAPE SU AT COST 1,187 996
855244109 STARBUCKS CORP AT COST 374 337
87265H109 TRI POINTE HOMES INC AT COST 818 755
88339J105 THE TRADE DESK INC      
902788108 UMB FINL CORP AT COST 695 805
92345Y106 VERISK ANALYTICS INC AT COST 1,393 1,342
969457100 WILLIAMS COS INC AT COST 1,187 2,044
98138H101 WORKDAY INC      
983793100 XPO LOGISTICS INC AT COST 734 815
007973100 ADVANCED ENERGY INDS AT COST 268 419
008073108 AEROVIRONMENT INC AT COST 367 242
03674X106 ANTERO RESOURCES COR AT COST 517 482
03820C105 APPLIED INDL TECHNOL AT COST 460 514
046353108 ASTRAZENECA PLC AT COST 744 1,011
097023105 BOEING CO AT COST 815 868
128120342 CALAMOS MRKT NEU INC AT COST 39,931 49,644
22663K107 CRINETICS PHARMACEUT AT COST 573 559
294429105 EQUIFAX INC AT COST 747 651
462222100 IONIS PHARMACEUTICAL AT COST 708 791
466313103 JABIL CIRCUIT INC AT COST 767 1,140
52736R102 LEVI STRAUSS & CO NE AT COST 553 560
615394202 MOOG INC AT COST 543 731
67000B104 NOVANTA INC AT COST 729 833
693390882 PIMCO FDS PAC INVT M AT COST 23,511 23,487
693475105 PNC FINL SVCS GROUP AT COST 985 1,044
739128106 POWELL INDUSTRIES IN AT COST 612 956
742718109 PROCTER & GAMBLE CO AT COST 816 717
771195104 ROCHE HLDG LTD AT COST 245 258
78473E103 SPX TECHNOLOGIES INC AT COST 752 800
78781J109 SAILPOINT INC AT COST 1,021 870
79589L106 SAMSARA INC-CL A AT COST 807 709
81764X103 SERVICETITAN INC-A AT COST 542 533
833445109 SNOWFLAKE INC-CLASS AT COST 643 658
874039100 TAIWAN SEMICONDUCTOR AT COST 2,244 3,039
G0176J109 ALLEGION PLC AT COST 573 637
G25457105 CREDO TECHNOLOGY GRO AT COST 639 576
G54950103 LINDE PLC AT COST 850 853
L8681T102 SPOTIFY TECHNOLOGY S AT COST 659 581

TY 2025 OtherDecreasesSchedule
Name:
HENRY G SIMS & HENRY U SIMS MEM FD
EIN:
63-6114412
Description Amount
MUTUAL FUND TIMING ADJ 664
ROC ON CY SALES 8
COST BASIS ADJ 148


TY 2025 OtherExpensesSchedule
Name:
HENRY G SIMS & HENRY U SIMS MEM FD
EIN:
63-6114412
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 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 1,563 1,563    


TY 2025 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 330 330   0
FEDERAL TAX PAYMENT - PRIOR YE 578 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,032 0   0
FOREIGN TAXES ON NONQUALIFIED 161 161   0