The Sims Family Charitable Trust 44-5001145
The Sims Family Charitable Trust 44-5001145 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 23 grants totaling $214K. Net investment income was $87K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-1.7% YoY
Annual Giving
$214K
-0.5% YoY
Grant Count
23
-8.0% YoY
Avg Grant Size
$9K
+8.2% YoY
Under IRS private-foundation payout rules, The Sims Family Charitable Trust 44-5001145 reported a distributable amount of $176K for 2024 — the minimum it must pay out in qualifying distributions.
About The Sims Family Charitable Trust 44-5001145
Based on IRS filings
The Sims Family Charitable Trust 44-5001145 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 23 grants totaling $214K. Net investment income was $87K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,678,795 | $2,724,477 | $2,797,845 |
| Revenue | $195,917 | $165,610 | $244,117 |
| Expenses | $241,527 | $238,978 | $132,659 |
| Qualifying Distributions | $226,159 | $224,777 | $118,189 |
| Net Investment Income | $87,044 | $76,153 | $82,234 |
| Distributable Amount | $176,071 | $158,274 | $155,755 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tennessee Shakespeare Co ($75,000), United States Israel Education Assn ($10,000), Monastery of Our Lady of Cenacle Fd ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MEMPHIS ZOO MEMPHIS, TN | GIFT | $7,000 |
| ENGLISH SPEAKING UNION USA MPHS MEMPHIS, TN | GIFT | $2,000 |
| MONTEAGLE SUNDAY SCHOOL ASSEMBLY MONTEAGLE, TN | GIFT | $5,000 |
| MEMPHIS BOTANIC GARDEN MEMPHIS, TN | GIFT | $3,000 |
| HUMANE SOCIETY OF MPHS & SH CO MEMPHIS, TN | GIFT | $4,000 |
| TENNESSEE SHAKESPEARE CO MEMPHIS, TN | GIFT | $75,000 |
| UNITED STATES ISRAEL EDUCATION ASSN BIRMINGHAM, AL | GIFT | $10,000 |
| ECT MEMPHIS, TN | GIFT | $2,000 |
| MONASTERY OF OUR LADY OF CENACLE FD MOUNDS, OK | GIFT | $10,000 |
| TENNIS MEMPHIS INC MEMPHIS, TN | GIFT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| J WALKER SIMS | ADVISOR | 2 | — |
| SHERRIE J SIMS | ADVISOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Sims Family Charitable Trust 44-5001145?
The Sims Family Charitable Trust 44-5001145 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. It holds $2.7M in total assets as of 2024.
How large is The Sims Family Charitable Trust 44-5001145?
As of 2024, The Sims Family Charitable Trust 44-5001145 holds $2.7M in total assets with $196K in annual revenue. It awarded 23 grants totaling $214K in 2024.
Where does The Sims Family Charitable Trust 44-5001145 operate?
The Sims Family Charitable Trust 44-5001145 has awarded grants in Alabama, California, Colorado, District of Columbia, Illinois, Indiana, Mississippi, Oklahoma, Tennessee, Texas, Virginia.
What size grants does The Sims Family Charitable Trust 44-5001145 award?
In 2024, The Sims Family Charitable Trust 44-5001145 awarded 23 grants totaling $214K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Sims Family Charitable Trust 44-5001145 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sims Family Charitable Trust 44-5001145 reported a distributable amount of $176K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sims Family Charitable Trust 44-5001145's EIN?
The Sims Family Charitable Trust 44-5001145's EIN (Employer Identification Number) is 62-6399483. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Sims Family Charitable Trust 44-5001145's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.