The Sims Family Charitable Trust 44-5001145

MEMPHIS, TN EIN: 62-6399483

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

BirminghamCullmanElk Grove VillageGermantownGoldenIrondaleLake CormorantMcleanMemphisMonteagleMoscowMoundsSan AntonioSewaneeSherman OaksSt MeinradWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$81K$161K$242K$323K20202021202220232024
Metric202420232022
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

$0$54K$108K$161K$215K15 grants202026 grants202118 grants202225 grants202323 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TENNESSEE SHAKESPEARE CO$75KUNITED STATES ISRAEL EDU…$10KMONASTERY OF OUR LADY OF…$10KTENNIS MEMPHIS INC$10KST PETER S CHURCH$10KCHRIST CHURCH MEMPHIS$10KSTEORTS PROP DBA CITY RE…$10KTHEATRE MEMPHIS$8KMEMPHIS UNIV SCHOOL$8KPEW MINISTRIES INC$8K

Grant Size Distribution

107 grants across all recorded years

105<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
MEMPHIS ZOO MEMPHIS, TNGIFT$7,000
ENGLISH SPEAKING UNION USA MPHS MEMPHIS, TNGIFT$2,000
MONTEAGLE SUNDAY SCHOOL ASSEMBLY MONTEAGLE, TNGIFT$5,000
MEMPHIS BOTANIC GARDEN MEMPHIS, TNGIFT$3,000
HUMANE SOCIETY OF MPHS & SH CO MEMPHIS, TNGIFT$4,000
TENNESSEE SHAKESPEARE CO MEMPHIS, TNGIFT$75,000
UNITED STATES ISRAEL EDUCATION ASSN BIRMINGHAM, ALGIFT$10,000
ECT MEMPHIS, TNGIFT$2,000
MONASTERY OF OUR LADY OF CENACLE FD MOUNDS, OKGIFT$10,000
TENNIS MEMPHIS INC MEMPHIS, TNGIFT$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
J WALKER SIMSADVISOR2
SHERRIE J SIMSADVISOR2

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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