J C Garrett Iii Family Foundation

Hendersonvlle, TN
Tax-exempt since March 1995
EIN: 62-1577524

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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.

Revenue

$238k (2024)

Expenses

$122k (2024)

Total Assets

$1.31M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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

Revenue

$238,111

Expenses

$121,641

Net Income

$116,470

Net Assets

$1,308,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,771	3.3%
Interest Revenue	$31	0.0%
Dividends	$66,974	28.1%
Sales of Assets	$163,335	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,015	74.8%
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	$1,308,696
Total Liabilities	$0
Net Assets	$1,308,696

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on Oct. 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$100,606

Expenses

$106,676

Net Income

-$6,070

Net Assets

$1,192,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,488	7.4%
Interest Revenue	$44	0.0%
Dividends	$69,078	68.7%
Sales of Assets	$23,996	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,115	70.4%
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	$1,192,226
Total Liabilities	$0
Net Assets	$1,192,226

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on Sept. 25, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$63,427

Expenses

$107,767

Net Income

-$44,340

Net Assets

$1,198,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	7.9%
Interest Revenue	$15	0.0%
Dividends	$58,876	92.8%
Sales of Assets	-$464
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,790	75.0%
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	$1,198,296
Total Liabilities	$0
Net Assets	$1,198,296

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on June 2, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$130,203

Expenses

$114,798

Net Income

$15,405

Net Assets

$1,242,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	3.8%
Interest Revenue	$6	0.0%
Dividends	$89,974	69.1%
Sales of Assets	$35,223	27.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,000	70.6%
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	$1,242,636
Total Liabilities	$0
Net Assets	$1,242,636

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on May 11, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$67,386

Expenses

$92,655

Net Income

-$25,269

Net Assets

$1,227,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,274	7.8%
Interest Revenue	$5	0.0%
Dividends	$46,701	69.3%
Sales of Assets	$15,406	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,750	66.6%
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	$1,227,231
Total Liabilities	$1
Net Assets	$1,227,230

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on June 15, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$77,904

Expenses

$102,688

Net Income

-$24,784

Net Assets

$1,252,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,035	6.5%
Interest Revenue	$6	0.0%
Dividends	$64,703	83.1%
Sales of Assets	$8,160	10.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,850	70.0%
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	$1,252,500
Total Liabilities	$1
Net Assets	$1,252,499

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on July 9, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$126,166

Expenses

$83,179

Net Income

$42,987

Net Assets

$1,277,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$65,573	52.0%
Sales of Assets	$60,588	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,550	64.4%
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	$1,277,284
Total Liabilities	$0
Net Assets	$1,277,284

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$76,126

Expenses

$99,213

Net Income

-$23,087

Net Assets

$1,234,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,132	6.7%
Interest Revenue	$7	0.0%
Dividends	$55,638	73.1%
Sales of Assets	$15,349	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,750	70.3%
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	$1,234,297
Total Liabilities	$0
Net Assets	$1,234,297

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mccloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on Sept. 25, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$76,246

Expenses

$107,061

Net Income

-$30,815

Net Assets

$1,257,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	6.6%
Interest Revenue	$6	0.0%
Dividends	$37,224	48.8%
Sales of Assets	$34,016	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,000	66.3%
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	$1,257,384
Total Liabilities	$0
Net Assets	$1,257,384

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mc Cloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on May 23, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$88,478

Expenses

$114,503

Net Income

-$26,025

Net Assets

$1,258,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	5.7%
Interest Revenue	$7	0.0%
Dividends	$42,944	48.5%
Sales of Assets	$40,527	45.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,000	71.6%
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	$1,258,625
Total Liabilities	$0
Net Assets	$1,258,625

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mc Cloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on Aug. 20, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$88,417

Expenses

$102,484

Net Income

-$14,067

Net Assets

$1,314,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	5.7%
Interest Revenue	$8	0.0%
Dividends	$83,409	94.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,700	72.9%
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	$1,314,223
Total Liabilities	$0
Net Assets	$1,314,223

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mc Cloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on Aug. 18, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$113,185

Expenses

$106,279

Net Income

$6,906

Net Assets

$1,328,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	4.4%
Interest Revenue	$6	0.0%
Dividends	$62,239	55.0%
Sales of Assets	$45,940	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,750	79.7%
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	$1,328,290
Total Liabilities	$0
Net Assets	$1,328,290

Compensation

Key Employees and Officers	Compensation	Other
Susan L Garrett (President)	$0	$0
John C Garrett Iv (Director)	$0	$0
Rachel Garrett Mc Cloud (Director)	$0	$0
Leslie Garrett Stephens (Director)	$0	$0

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990-PF

Filed on Nov. 18, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

-$3,310

Expenses

$97,472

Net Income

-$100,782

Net Assets

$1,321,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000
Interest Revenue	$10
Dividends	$33,657
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	71.8%
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	$1,321,384
Total Liabilities	$1
Net Assets	$1,321,383

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$43,010

Expenses

$78,677

Net Income

-$35,667

Net Assets

$1,422,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	11.6%
Interest Revenue	$0
Dividends	$36,348	84.5%
Sales of Assets	$1,498	3.5%
Other Income	$164	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	76.3%
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	$1,422,166
Total Liabilities	$1
Net Assets	$1,422,165

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

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Updated March 23, 2026

J C Garrett Iii Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $238k (2024)

Expenses $122k (2024)

Total Assets $1.31M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$238k (2024)

Expenses

$122k (2024)

Total Assets

$1.31M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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