James C & Charlotte Wardlaw Charitable Foundation Inc

Chattanooga, TN
Tax-exempt since Oct. 1997
EIN: 58-2342888

Type of Nonprofit

Designated as a 501(c)(3) 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

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 Nov.
2024

Revenue

$24,693

Expenses

$45,400

Net Income

-$20,707

Net Assets

$278,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$9,387	38.0%
Sales of Assets	$15,298	62.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,700	80.8%
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	$278,799
Total Liabilities	$0
Net Assets	$278,799

Compensation

Key Employees and Officers	Compensation	Other
James C Wadlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on Sept. 17, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$59,434

Expenses

$27,925

Net Income

$31,509

Net Assets

$299,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,000	32.0%
Interest Revenue	$37	0.1%
Dividends	$9,574	16.1%
Sales of Assets	$30,823	51.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,250	76.1%
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	$299,506
Total Liabilities	$0
Net Assets	$299,506

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on April 1, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

-$1,175

Expenses

$25,590

Net Income

-$26,765

Net Assets

$267,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	-$1,175
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,200	71.1%
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	$267,997
Total Liabilities	$0
Net Assets	$267,997

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on Sept. 21, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$2,645

Expenses

$35,655

Net Income

-$33,010

Net Assets

$294,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$2,645	100%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,500	77.1%
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	$294,762
Total Liabilities	$0
Net Assets	$294,762

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on Oct. 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$7,731

Expenses

$20,245

Net Income

-$12,514

Net Assets

$327,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.1%
Dividends	$10,112	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,500	66.7%
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	$327,772
Total Liabilities	$1
Net Assets	$327,771

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on May 13, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$23,982

Expenses

$28,180

Net Income

-$4,198

Net Assets

$340,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,206	50.9%
Sales of Assets	$11,776	49.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	71.0%
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	$340,286
Total Liabilities	$1
Net Assets	$340,285

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

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XML

Fiscal Year Ending Nov.
2018

Revenue

$27,283

Expenses

$37,011

Net Income

-$9,728

Net Assets

$334,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$11,854	43.4%
Sales of Assets	$16,447	60.3%
Other Income	-$1,028

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,500	74.3%
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	$334,756
Total Liabilities	$0
Net Assets	$334,756

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on April 8, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$30,230

Expenses

$47,178

Net Income

-$16,948

Net Assets

$344,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,000	26.5%
Interest Revenue	$3	0.0%
Dividends	$11,279	37.3%
Sales of Assets	$10,747	35.6%
Other Income	$201	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,600	73.3%
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	$344,484
Total Liabilities	$0
Net Assets	$344,484

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on Aug. 13, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$34,240

Expenses

$29,219

Net Income

$5,021

Net Assets

$361,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$9,862	28.8%
Sales of Assets	$20,783	60.7%
Other Income	$3,586	10.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,000	65.0%
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	$361,432
Total Liabilities	$0
Net Assets	$361,432

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on July 14, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$15,000

Expenses

$25,040

Net Income

-$10,040

Net Assets

$356,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,530	63.5%
Sales of Assets	$5,470	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,500	69.9%
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	$356,411
Total Liabilities	$0
Net Assets	$356,411

Compensation

Key Employees and Officers	Compensation	Other
James C Wardlaw (Director)	$0	$0
Charlotte Wardlaw (Director)	$0	$0

990-PF

Filed on July 11, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$17,539

Expenses

$21,960

Net Income

-$4,421

Net Assets

$366,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$149	0.8%
Dividends	$10,305	58.8%
Sales of Assets	$7,085	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,000	63.8%
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	$366,451
Total Liabilities	$0
Net Assets	$366,451

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Revenue

$26,582

Expenses

$26,716

Net Income

-$134

Net Assets

$370,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,868	37.1%
Sales of Assets	$16,714	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,600	69.6%
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	$370,872
Total Liabilities	$1
Net Assets	$370,871

990-PF

Filed on Oct. 29, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$19,725

Expenses

$21,082

Net Income

-$1,357

Net Assets

$371,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,196	46.6%
Sales of Assets	$10,529	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,740	41.5%
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	$371,006
Total Liabilities	$1
Net Assets	$371,005

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$10,793

Expenses

$5,020

Net Income

$5,773

Net Assets

$372,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$8,416	78.0%
Sales of Assets	$2,375	22.0%
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	$372,371
Total Liabilities	$1
Net Assets	$372,370

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.

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James C & Charlotte Wardlaw Charitable Foundation Inc

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

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2006

Fiscal Year Ending Nov.
2005

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2004

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2003

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Fiscal Year Ending Nov.
2001