Caritas Foundation

NASHVILLE, TN EIN: 62-1682892

Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 9 grants totaling $105K. Net investment income was $167K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

+2.6% YoY

Annual Giving

$105K

-25.5% YoY

Grant Count

9

-35.7% YoY

Avg Grant Size

$12K

+15.8% YoY

Under IRS private-foundation payout rules, Caritas Foundation reported a distributable amount of $138K for 2024 — the minimum it must pay out in qualifying distributions.

About Caritas Foundation

Based on IRS filings

Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 9 grants totaling $105K. Net investment income was $167K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BethesdaBrunswickHoustonNashvilleOxfordSaint Simmons IslandSaint Simons IslandStratford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$599K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$2,318,170$2,259,351$2,296,449
Revenue$194,897$128,043$52,575
Expenses$135,376$165,673$169,593
Qualifying Distributions$107,145$142,950$141,775
Net Investment Income$167,473$99,427$30,710
Distributable Amount$137,581$125,558$133,690

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$71K$106K$141K2 grants20206 grants202110 grants202214 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

MONTGOMERY BELL ACADEMY$35KPENCIL FOUNDATION$25KNASHVILLE PUBLIC LIBRARY…$10KTHE COMMUNITY FOUNDATION$10KCHEEKWOOD$6KHERITAGE SOCIETY$5KST GEORGE'S EPISCOPAL CH…$5KST JOHN'S SCHOOL$5KSTRATFORD HALL$4K

Grant Size Distribution

41 grants across all recorded years

41<$50K$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 Montgomery Bell Academy ($35,000), Pencil Foundation ($25,000), Nashville Public Library Foundation ($10,000).

RecipientPurposeAmount
CHEEKWOOD NASHVILLE, TNCHARITABLE PURPOSES$6,000
HERITAGE SOCIETY HOUSTON, TXCHARITABLE PURPOSES$5,000
MONTGOMERY BELL ACADEMY NASHVILLE, TNGENERAL SUPPORT FOR OPERATIONS$35,000
NASHVILLE PUBLIC LIBRARY FOUNDATION NASHVILLE, TNGENERAL SUPPORT FOR OPERATIONS$10,000
ST GEORGE'S EPISCOPAL CHRUCH NASHVILLE, TNCHARITABLE PURPOSES$5,000
ST JOHN'S SCHOOL HOUSTON, TXCHARITABLE PURPOSES$5,000
STRATFORD HALL STRATFORD, VACHARITABLE PURPOSES$4,000
THE COMMUNITY FOUNDATION NASHVILLE, TNCHARITABLE PURPOSES$10,000
PENCIL FOUNDATION NASHVILLE, TNCHARITABLE PURPOSES$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CLAY T JACKSONTRUSTEE2
CLAY T JACKSON JRTRUSTEE2
CATHY JACKSONTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Caritas Foundation?

Caritas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $2.3M in total assets as of 2024.

How large is Caritas Foundation?

As of 2024, Caritas Foundation holds $2.3M in total assets with $195K in annual revenue. It awarded 9 grants totaling $105K in 2024.

Where does Caritas Foundation operate?

Caritas Foundation has awarded grants in Georgia, Maryland, Ohio, Tennessee, Texas, Virginia.

What size grants does Caritas Foundation award?

In 2024, Caritas Foundation awarded 9 grants totaling $105K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Caritas Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Caritas Foundation reported a distributable amount of $138K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Caritas Foundation's EIN?

Caritas Foundation's EIN (Employer Identification Number) is 62-1682892. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Caritas Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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