The Ann and Monroe Carell Foundation
The Ann and Monroe Carell Foundation is a private foundation, based in Nashville, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $17.9M in total assets. In 2025, it awarded 5 grants totaling $1.5M. Net investment income was $1.4M.
Key facts about The Ann and Monroe Carell Foundation
In short: The Ann and Monroe Carell Foundation gave $1.5M across 5 grants in 2025 (avg $305K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- EIN
- 58-1537831
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,525,000
- Grants made (2025)
- 5
- Average grant
- $305,000
- Median grant
- $50,000
- Total assets
- $17,944,633
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$17.9M
-0.7% YoY
Annual Giving
$1.5M
+2.6% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$305K
+43.6% YoY
Under IRS private-foundation payout rules, The Ann and Monroe Carell Foundation reported a distributable amount of $1.0M for 2025 — the minimum it must pay out in qualifying distributions.
How The Ann and Monroe Carell Foundation gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 152% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with The Ann and Monroe Carell Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.4M (2022) to $3.2M (2021). In 2025 it made 5 grants totaling $1.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Vanderbilt University Medical Center ($1.0M). Together the top 5 received $1.5M.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 7 grants of 23 (30%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vanderbilt University Medical Center Nashville, TN | To Further Charitable Activities | $1,000,000 |
| Diocese of Nashville - Legacy Campaign Nashville, TN | To Further Charitable Activities | $400,000 |
| Nashville Symphony Nashville, TN | To Further Charitable Activities | $50,000 |
| SB Initiative Inc Nashville, TN | To Further Charitable Activities | $50,000 |
| Swan Ball Nashville, TN | To Further Charitable Activities | $25,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $17,944,633 | $18,075,853 | $17,900,583 |
| Revenue | $1,547,174 | $1,777,510 | $785,722 |
| Expenses | $1,678,495 | $1,598,359 | $1,844,742 |
| Qualifying Distributions | $1,532,280 | $1,493,300 | $1,734,250 |
| Net Investment Income | $1,441,847 | $1,677,485 | $687,594 |
| Distributable Amount | $1,005,644 | $972,356 | $979,976 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 18, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Ann and Monroe Carell Foundation is led by Kathryn C. Brown, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathryn C. Brown
President
On filings since 2020
No compensation reported
Edith C. Johnson
Treasurer
On filings since 2020
No compensation reported
Julie Carell Stadler
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Ann and Monroe Carell Foundation
How much does The Ann and Monroe Carell Foundation give each year?
The Ann and Monroe Carell Foundation gave $1.5M across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.5M across 7 grants.
What is The Ann and Monroe Carell Foundation's typical grant size?
The Ann and Monroe Carell Foundation's median grant in 2025 was $50,000, and its average grant was $305,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Ann and Monroe Carell Foundation give grants?
The Ann and Monroe Carell Foundation gives mostly in Tennessee: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (5 grants).
Does The Ann and Monroe Carell Foundation give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Ann and Monroe Carell Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further Charitable Activities" (5 grants).
Who are The Ann and Monroe Carell Foundation's largest grantees?
The Ann and Monroe Carell Foundation's largest 2025 grantees include Vanderbilt University Medical Center ($1,000,000), Diocese of Nashville - Legacy Campaign ($400,000) and Nashville Symphony ($50,000), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.
How large is The Ann and Monroe Carell Foundation?
The Ann and Monroe Carell Foundation reported $17.9M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Ann and Monroe Carell Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The Ann and Monroe Carell Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
Lettie Pate Whitehead Foundation Inc
Atlanta, GA
The foundation funds need-based undergraduate scholarships for female Christian students through participating institutions in Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, and Virginia, and supports care for senior women at facilities in Georgia, North Carolina, and Virginia. In 2024, grants ranged from $72,500 to $2,939,000, with a median of $254,000. It does not fund individuals, and institutions not already supported are rarely added; current grantees apply through the foundation’s grant process.
Assets
$990.9M
Grants
208
Total Given
$63.3M
Educational Funding of the South Inc
Franklin, TN
Financial literacy services, and need-based scholarships
Assets
$856.8M
Grants
4
Total Given
$27K
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds nonprofits and other eligible organizations working in areas such as education, health and human services, the environment, youth development, and animal welfare, primarily across 13 counties in North and South Carolina. Its 2024 grants had a median of $25,000, though amounts varied widely; most grants are donor-recommended and have no application process, while some competitive programs accept applications under program-specific rules.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Youth Foundation Inc
New York, NY
Youth Foundation Inc funds scholarships for U.S. citizens attending accredited U.S. colleges and universities, with awards paid directly to schools; its broader mission also supports youth development through mentorship, arts, sports, and recreation. In 2024, it made 101 grants totaling $565,534, typically around $5,000 (ranging from $975 to $10,000), to recipients across multiple states. It directs applicants to download and complete an online application; unsolicited requests are not specifically addressed.
Assets
$16.0M
Grants
101
Total Given
$566K
The Paul and Carol David Foundation
Canton, OH
The Paul and Carol David Foundation funds scholarships and nonprofit programs for children and families, with interests in community, health, education, and faith, especially in and around Stark County, Ohio. In 2024 it made 84 grants, with a median award of $11,025, though grants ranged widely; eligible organizations may request an application from Jeffrey David, and no deadline is stated.
Assets
$62.4M
Grants
84
Total Given
$2.9M
Christian Community Foundation
Memphis, TN
The foundation supports a broad range of U.S. charities through donor-advised funds, with a particular focus on Christian ministries and community transformation in Memphis; its Hope for Memphis Fund serves eligible Gospel-centered nonprofits in the Memphis metro area. Its 2025 grants had a median of $22,050, and it accepts applications for the Hope for Memphis Fund during its stated application cycle.
Assets
$229.0M
Grants
636
Total Given
$109.7M
Community Foundation
Memphis, TN
The Community Foundation of Greater Memphis supports nonprofits serving West Tennessee, eastern Arkansas, and northern Mississippi across a range of community needs, with grants made mainly through donor-advised funds and several focused programs. Grant sizes vary widely; the 2025 median was $20,200, while its Nonprofit Capacity Building program averages about $15,000 and Community Solutions Grants ranged from $50,000 to $150,000. Some programs accept applications, but the profile does not state whether unsolicited requests are accepted generally.
Assets
$953.1M
Grants
761
Total Given
$134.3M
The Robert D and Patricia E Kern
Waukesha, WI
The Robert D. and Patricia E. Kern Foundation supports initiatives that help young Americans flourish through character development, quality education, and an entrepreneurial mindset, with a focus on long-term, systemic impact. In 2024, grants ranged from $3,000 to $14.4 million, with a median of $46,250; recipients were based across the U.S., with the largest shares going to Colorado, Arizona, Wisconsin, Kansas, and Virginia. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
—
Grants
108
Total Given
$66.5M
Summers Foundation
Brentwood, TN
The Summers Foundation supports a range of charitable causes, including youth development, family support, and arts education. Its 2025 grants ranged from $250 to $34,000, with a median of $1,000, and mainly went to organizations in Arizona, Tennessee, and South Carolina. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.1M
Grants
33
Total Given
$104K
Daniels Fund
Denver, CO
The Daniels Fund supports nonprofit organizations in Colorado, New Mexico, Utah, and Wyoming, with grants focused on areas including aging, amateur sports, disabilities, addiction, early childhood education, homelessness and disadvantage, K–12 education reform, and youth. The profile does not state a typical grant size or whether unsolicited requests are accepted.
Assets
$1.4B
Grants
1,593
Total Given
$69.7M
The Community Foundation of Middle
Nashville, TN
The Community Foundation of Middle Tennessee supports nonprofits through community impact and fund-specific grants across a range of charitable areas, primarily serving Middle Tennessee. Its 2024 grants had a median of $8,500, though awards varied widely; it accepts applications for annual Special Interest Grants, but is not opening a new competitive Community Impact cycle for 2026–2027.
Assets
$832.0M
Grants
2,450
Total Given
$107.1M
More Funders in Tennessee
The Ann and Monroe Carell Foundation down — hundreds of funders to go?