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James W Carell Charitable Trust

  • Nashville, TN
  • Tax-exempt since Sept. 2013
  • EIN: 45-1555589

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$308k (2024)

Expenses
$395k (2024)

Total Assets
$2.91M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$307,994
Expenses
$394,972
Net Income
-$86,978
Net Assets
$2,912,276
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $123,449
40.1%
Dividends $185,146
60.1%
Sales of Assets -$601
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $333,000
84.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,912,276
Total Liabilities $0
Net Assets $2,912,276
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,755
Expenses
$355,621
Net Income
-$232,866
Net Assets
$2,999,254
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $53,280
43.4%
Dividends $153,051
> 100%
Sales of Assets -$83,576
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $304,650
85.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,999,254
Total Liabilities $0
Net Assets $2,999,254
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,761
Expenses
$402,522
Net Income
-$283,761
Net Assets
$1,838,426
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $33,912
28.6%
Dividends $117,200
98.7%
Sales of Assets -$32,351
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $352,655
87.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,838,426
Total Liabilities $0
Net Assets $1,838,426
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,480
Expenses
$372,472
Net Income
-$295,992
Net Assets
$2,122,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $42,313
55.3%
Dividends $97,588
> 100%
Sales of Assets -$63,421
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $325,500
87.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,122,187
Total Liabilities $0
Net Assets $2,122,187
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,063
Expenses
$343,190
Net Income
-$233,127
Net Assets
$2,418,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $26,381
24.0%
Dividends $91,302
83.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $301,155
87.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,418,179
Total Liabilities $1
Net Assets $2,418,178
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$202,023
Expenses
$280,513
Net Income
-$78,490
Net Assets
$2,651,305
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21,392
10.6%
Dividends $98,638
48.8%
Sales of Assets $81,993
40.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $244,000
87.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,651,306
Total Liabilities $1
Net Assets $2,651,305
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,394
Expenses
$255,544
Net Income
-$173,150
Net Assets
$2,729,796
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21,337
25.9%
Dividends $71,482
86.8%
Sales of Assets -$10,425
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,166
87.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,729,796
Total Liabilities $0
Net Assets $2,729,796
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$39,527
Expenses
$232,777
Net Income
-$272,304
Net Assets
$2,902,946
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $68
Dividends $72,366
Sales of Assets -$111,961
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $203,750
87.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,902,946
Total Liabilities $0
Net Assets $2,902,946
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,933
Expenses
$88,442
Net Income
-$52,509
Net Assets
$3,175,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,221
3.4%
Dividends $34,712
96.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,000
67.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,175,250
Total Liabilities $0
Net Assets $3,175,250
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,427
Expenses
$104,586
Net Income
-$92,159
Net Assets
$3,227,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $521
4.2%
Dividends $13,045
> 100%
Sales of Assets -$1,139
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,000
95.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,227,759
Total Liabilities $0
Net Assets $3,227,759
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0

Document Links

990-PF
Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,676
Expenses
$110,721
Net Income
-$95,045
Net Assets
$223,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,448
22.0%
Dividends $12,483
79.6%
Sales of Assets -$255
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,000
98.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $223,938
Total Liabilities $0
Net Assets $223,938
Compensation
Key Employees and Officers Compensation Other
Christine Palmer (Trustee) $0 $0
Michael Carell (Trustee) $0 $0
James M Carell (Trustee) $0 $0
Eileen Allen (Trustee) $0 $0
Richard Carell (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,091
Expenses
$2,075
Net Income
$2,016
Net Assets
$318,983
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $175
4.3%
Dividends $12,942
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $318,983
Total Liabilities $0
Net Assets $318,983

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,585
Expenses
$99,573
Net Income
$19,012
Net Assets
$490,450
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
84.3%
Interest Revenue $7,833
6.6%
Dividends $10,752
9.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,950
98.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $490,450
Total Liabilities $0
Net Assets $490,450

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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