2024-05-15T11:57:51+00:00 2023-12-31 440160260 FORVIS LLP 500 Ridgefield Court Asheville NC 28806 990PF 2023-01-01 626399483 The Sims Family Charitable Trust SIMS 9016812363 4385 Poplar Avenue RTC2 Memphis TN 38117 Leigh G Lawyer Trustee 9016812363 2024-05-15 true Leigh Lawyer 999009999 LaKrisha Castleberry P01677333 8282542254 2023 2023-04-26 12:10:37Z X 3421288 X 148544 89331 89331 -72595 0 0 0 0 330 0 0 165610 89331 0 19555 9778 9777 0 0 0 0 3400 3400 0 0 0 0 0 0 1023 0 0 0 0 0 0 0 0 0 0 23978 13178 0 9777 215000 215000 238978 13178 0 224777 -73368 76153 0 275577 284585 284585 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1304387 1281840 2038784 1217881 1158052 1097919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2797845 2724477 3421288 0 0 0 0 0 0 X 2797845 2724477 2797845 2724477 2797845 2724477 2797845 -73368 0 2724477 0 2724477 Capital Gains Dividends 9601 9601 0 9601 Mutual Fund Sales P 336915 419111 -82196 0 -82196 -72595 0 1059 1059 1059 1160 1160 101 101 0 false false false 0 0 0 false false false false true true TN true false true false false true N/A First Horizon Bank Trustee 9016812349 4385 Poplar Ave RTC2 Memphis TN 38117 false false false false false false false false false false false false false false false false false false false false false Sherrie J Sims 1325 Hayne Rd Memphis TN 38119 Advisor 2.000 0 0 0 First Horizon Bank 4385 Poplar Ave Memphis TN 38120 Trustee 2.000 19555 0 0 J Walker Sims 58 Grove Dale Memphis TN 38120 Advisor 2.000 0 0 0 0 0 2955618 279570 0 3235188 0 3235188 48528 3186660 159333 159333 1059 1059 158274 158274 158274 224777 0 0 224777 158274 0 1238 16899 18137 224777 0 0 0 158274 66503 0 84640 0 0 0 0 0 0 84640 0 1238 16899 0 66503 Sherrie J Sims Advisor J Walker Sims Advisor X Tennessee Shakespeare Company 2260 West Street Germantown TN 38138 None PC PROGRAM SUPPORT 86000 Christ United Methodist 4488 Poplar Memphis TN 38117 None PC PROGRAM SUPPORT 12000 Benedictine Sisters of Cullman 916 Convent Rd NE Cullman AL 35055 None PC PROGRAM SUPPORT 5000 Monteagle Sunday School PO Box 307 Monteagle TN 37356 None PC PROGRAM SUPPORT 5000 Memphis Botanic Gardens 750 Cherry Road Memphis TN 38117 None PC PROGRAM SUPPORT 3000 Dixon Gallery & Gardens 4339 Park Avenue Memphis TN 38117 None PC PROGRAM SUPPORT 3000 Humane Society of Mphs & Shelby Co 935 Farm Road Memphis TN 38134 None PC PROGRAM SUPPORT 1000 Ronald McDonald House 535 Alabama Ave Memphis TN 38105 None PC PROGRAM SUPPORT 1000 Saint Meinrad Archabbey 200 Hill Dr St Meinrad IN 47577 None PC PROGRAM SUPPORT 2000 The Catholic Diocese of Memphis 5825 Shelby Oaks Dr Memphis TN 38134 None PC PROGRAM SUPPORT 9000 Institute of Catholic Culture PO Box 10101 McLean VA 22102 None PC PROGRAM SUPPORT 6000 Word on Fire Catholic Ministries 25 NW Point Blvd Elk Grove Village IL 60007 None PC PROGRAM SUPPORT 11000 Memphis University School 6191 Park Avenue Memphis TN 38119 None PC PROGRAM SUPPORT 5000 Hutchinson School 1740 Ridgeway Rd Memphis TN 38119 None PC PROGRAM SUPPORT 8000 St Louis Catholic Church 203 S Whitestation Road Memphis TN 38117 None PC PROGRAM SUPPORT 5000 Theatre Memphis 630 Perkins Extd Memphis TN 38117 None PC PROGRAM SUPPORT 5000 St Paul Institute 1695 Central Ave Memphis TN 38104 None PC PROGRAM SUPPORT 6000 Praeger University Foundation 15021 Ventura Blvd Ste 552 Sherman Oaks CA 91403 None PC PROGRAM SUPPORT 1000 Focus PO Box 18710 Golden CO 80402 None PC PROGRAM SUPPORT 5000 St Theresa Catholic Church 1644 Jackson Ave Memphis TN 38107 None PC PROGRAM SUPPORT 5000 Dorothy Day House of Hospitality PO Box 40269 Memphis TN 38174 None PC PROGRAM SUPPORT 3000 CHURCH HEALTH CENTER 1196 PEABODY Memphis TN 38104 None PC PROGRAM SUPPORT 3000 Steorts Prop DBA City Retreat Memphis 2524 Avery Avenue Memphis TN 38112 None PC PROGRAM SUPPORT 15000 Eternal World Television 5817 Old Leeds Rd Irondale AL 35210 None PC PROGRAM SUPPORT 5000 Pew Ministries Inc 51 Lynnfield St Memphis TN 38120 None PC PROGRAM SUPPORT 5000 215000 0 14 89331 14 -72595 0 16736 0 16736 false false false false false false false false false false X X 1 S SIMS GST EXEMPT CLUT C/O FIRST HORIZON TRUST DEPT 4385 P OPLAR MEMPHIS TN 38117 74247 X 2 W SIMS GST EXEMPT CLUT C/O FIRST HORIZON TRUST DEPT 4385 P OPLAR MEMPHIS TN 38117 74297 X Accounting Fees 3400 3400 Fixed Income 1158052 1097919 Equities 1281840 2038784 Federal Fiduciary Income Tax Refund 330 S Sims GST Exempt CLUT C/O First Horizon Trust Department Memphis TN 38117 W Sims GST Exempt CLUT C/O First Horizon Trust Department Memphis TN 38117 Excise Tax 1023