The Ann and Monroe Carell Foundation

NASHVILLE, TN EIN: 58-1537831

The Ann and Monroe Carell Foundation is a private foundation, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18.1M in total assets. In 2024, it awarded 7 grants totaling $1.5M. Net investment income was $1.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$18.1M

+1.0% YoY

Annual Giving

$1.5M

-14.0% YoY

Grant Count

+16.7% YoY

Avg Grant Size

$212K

-26.3% YoY

Under IRS private-foundation payout rules, The Ann and Monroe Carell Foundation reported a distributable amount of $972K for 2024 — the minimum it must pay out in qualifying distributions.

About The Ann and Monroe Carell Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $10.1M (100%)

States

Tennessee

Cities

Nashville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$18,075,853	$17,900,583	$18,963,226
Revenue	$1,777,510	$785,722	$1,168,034
Expenses	$1,598,359	$1,844,742	$1,564,297
Qualifying Distributions	$1,493,300	$1,734,250	$1,406,490
Net Investment Income	$1,677,485	$687,594	$1,010,227
Distributable Amount	$972,356	$979,976	$1,009,408

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

22 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Vanderbilt Medical Center - Lifeflight ($1,000,000), Diocese of Nashville ($400,000), Nashville Symphony ($50,000).

Recipient	Purpose	Amount
BELMONT UNIVERSITY NASHVILLE, TN	TO FURTHER CHARITABLE ACTIVITIES	$2,500
DIOCESE OF NASHVILLE NASHVILLE, TN	TO FURTHER CHARITABLE ACTIVITIES;LISTTOTAL 51500;LISTTOTAL 50000;LISTTOTAL 0	$400,000
HOSPITALITY HOUSE OF NASHVILLE NASHVILLE, TN	TO FUTHER CHARITABLE ACTIVITIES	$5,000
NASHVILLE SYMPHONY NASHVILLE, TN	TO FURTHER CHARITABLE ACTIVITIES	$50,000
SWAN BALL NASHVILLE, TN	TO FURTHER CHARITABLE ACTIVITIES	$25,000
VANDERBILT CHILDREN'S HOSPITAL NASHVILLE, TN	TO FURTHER CHARITABLE ACTIVITIES	$3,800
VANDERBILT MEDICAL CENTER - LIFEFLIGHT NASHVILLE, TN	TO FURTHER CHARITABLE ACTIVITIES	$1,000,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KATHRYN C BROWN	PRESIDENT	—	—
EDITH C JOHNSON	TREASURER	—	—
JULIE CARELL STADLER	SECRETARY	—	—

Frequently Asked Questions

How large is The Ann and Monroe Carell Foundation?

As of 2024, The Ann and Monroe Carell Foundation holds $18.1M in total assets with $1.8M in annual revenue. It awarded 7 grants totaling $1.5M in 2024.

Where does The Ann and Monroe Carell Foundation operate?

The Ann and Monroe Carell Foundation has awarded grants in Tennessee.

What size grants does The Ann and Monroe Carell Foundation award?

In 2024, The Ann and Monroe Carell Foundation awarded 7 grants totaling $1.5M — an average of about $212K per grant, based on its IRS Form 990 filings.

How much is The Ann and Monroe Carell Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ann and Monroe Carell Foundation reported a distributable amount of $972K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Ann and Monroe Carell Foundation's EIN?

The Ann and Monroe Carell Foundation's EIN (Employer Identification Number) is 58-1537831. IRS Form 990 filing data is available on this page for 2020–2024.