James C & Charlotte Wardlaw Charitable Foundation

CHATTANOOGA, TN EIN: 58-2342888

James C & Charlotte Wardlaw Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHATTANOOGA, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $279K in total assets. In 2024, it awarded 14 grants totaling $37K. Net investment income was $695.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$279K

-6.9% YoY

Annual Giving

$37K

+72.7% YoY

Grant Count

+75.0% YoY

Avg Grant Size

$3K

-1.3% YoY

Under IRS private-foundation payout rules, James C & Charlotte Wardlaw Charitable Foundation reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About James C & Charlotte Wardlaw Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $64K (54%)

Tennessee $52K (44%)

Pennsylvania $1K (1%)

Kentucky $500 (0%)

District of Columbia $300 (0%)

States

District of Columbia Georgia Kentucky Pennsylvania Tennessee

Cities

AtlantaChattanoogaChickamaugaFt OglethorpeJohnson CityLafayetteLexingtonLookout MountainLookout MtnMemphisPhiladelphiaWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$278,799	$299,506	$267,997
Revenue	$24,693	$59,434	$-1,175
Expenses	$45,400	$27,925	$25,590
Qualifying Distributions	$36,700	$21,250	$18,200
Net Investment Income	$695	$34,203	—
Distributable Amount	$30,365	$29,078	$27,660

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

46 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emory University ($10,000), No Ga Community Foundation ($5,000), Gfwc Lafayette Womens Club ($5,000).

Recipient	Purpose	Amount
WALKER COUNT HISTORIC SOCIETY LAFAYETTE, GA	GENERAL	$2,500
FRIENDS OF THE MARSH HOUSE LAFAYETTE, GA	GENERAL	$2,500
NO GA COMMUNITY FOUNDATION LAFAYETTE, GA	GENERAL	$5,000
GFWC LAFAYETTE WOMENS CLUB LAFAYETTE, GA	GENERAL	$5,000
WALKER CO AFRICAN AMERICAN HISTORICAL SOC CHICKAMAUGA, GA	GENERAL	$5,000
SCENIC CITY CLAY ARTS CHATTANOOGA, TN	GENERAL	$1,900
UNIVERSITY OF KENTUCKY LEXINGTON, KY	GENERAL	$500
EMORY UNIVERSITY ATLANTA, GA	GENERAL	$10,000
EAST TN STATE UNIVERSITY FOUNDATION JOHNSON CITY, TN	GENERAL	$750
CHATTANOOGA PUBLIC LIBRARY CHATTANOOGA, TN	GENERAL	$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JAMES C WADLAW	DIRECTOR	1	—
CHARLOTTE WARDLAW	DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James C & Charlotte Wardlaw Charitable Foundation?

James C & Charlotte Wardlaw Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHATTANOOGA, TN. It holds $279K in total assets as of 2024.

How large is James C & Charlotte Wardlaw Charitable Foundation?

As of 2024, James C & Charlotte Wardlaw Charitable Foundation holds $279K in total assets with $25K in annual revenue. It awarded 14 grants totaling $37K in 2024.

Where does James C & Charlotte Wardlaw Charitable Foundation operate?

James C & Charlotte Wardlaw Charitable Foundation has awarded grants in District of Columbia, Georgia, Kentucky, Pennsylvania, Tennessee.

What size grants does James C & Charlotte Wardlaw Charitable Foundation award?

In 2024, James C & Charlotte Wardlaw Charitable Foundation awarded 14 grants totaling $37K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is James C & Charlotte Wardlaw Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James C & Charlotte Wardlaw Charitable Foundation reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James C & Charlotte Wardlaw Charitable Foundation's EIN?

James C & Charlotte Wardlaw Charitable Foundation's EIN (Employer Identification Number) is 58-2342888. IRS Form 990 filing data is available on this page for 2020–2024.