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Nonprofit · EIN 86-0910220

ANDREA WAITT CARLTON FAMILY FOUNDATION

Tax-exempt · NASHVILLE, TN 37205

Financials

$1.4M$3.5M2023$3.7M$4M2024
Revenue Expenses · by fiscal year end
Financials of ANDREA WAITT CARLTON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,742,576$3,991,491-$248,915$68,326,990$14,621$68,312,369
December 31, 2023990-PF$1,447,587$3,530,997-$2,083,410$62,506,712$16,693$62,490,019
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,923,945
Net gain from sales of assets
$1,648,026
Other income
$170,605

Expenses

Grants and similar amounts paid
$3,051,965
Compensation of officers, directors and key employees
$453,578
Disbursements for charitable purposes
$3,577,508
Excise tax on investment income
$48,514

Balance sheet and other

Total assets, start of year
$62,506,712
Total assets, end of year
$68,326,990
Total liabilities, end of year
$14,621
Net assets, end of year
$68,312,369
Fair market value of assets
$68,326,990
Qualifying distributions
$3,577,508
Net investment income
$3,816,761

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN N CARNEY
PO BOX 58389, NASHVILLE, TN 37205
EXECUTIVE DIRECTOR20$336,423
JENNIFER KRONEBUSCH
PO BOX 58389, NASHVILLE, TN 37205
SECRETARY/TREASURER/DIRECTOR1$10,000
STEVEN RASMUSSEN
PO BOX 58389, NASHVILLE, TN 37205
DIRECTOR1$10,000
SAMUEL A WAITT
PO BOX 58389, NASHVILLE, TN 37205
DIRECTOR3$10,000
DONNA DALTON
PO BOX 58389, NASHVILLE, TN 37205
DIRECTOR1$10,000
ANDREA WAITT CARLTON
PO BOX 58389, NASHVILLE, TN 37205
PRESIDENT/DIRECTOR4$0
JACQUE J ROBERTS
PO BOX 58389, NASHVILLE, TN 37205
ASSISTANT SECRETARY1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHN N CARNEY
PO BOX 58389, NASHVILLE, TN 37205
EXECUTIVE DIRECTOR20$317,550
JENNIFER KRONEBUSCH
PO BOX 58389, NASHVILLE, TN 37205
SECRETARY/TREASURER/DIRECTOR1$10,000
STEVEN RASMUSSEN
PO BOX 58389, NASHVILLE, TN 37205
DIRECTOR1$10,000
SAMUEL A WAITT
PO BOX 58389, NASHVILLE, TN 37205
DIRECTOR3$10,000
DONNA DALTON
PO BOX 58389, NASHVILLE, TN 37205
DIRECTOR1$10,000
ANDREA WAITT CARLTON
PO BOX 58389, NASHVILLE, TN 37205
PRESIDENT/DIRECTOR4$0
JACQUE J ROBERTS
PO BOX 58389, NASHVILLE, TN 37205
ASSISTANT SECRETARY1$0

Address and contacts

Address (IRS master file)
PO BOX 58389, NASHVILLE, TN 37205-8389
Signed the 990-PF
JOHN CARNEY, EXECUTIVE DIRECTOR
Phone
(615) 873-4142
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-0910220
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$68,326,990
Income (IRS master file)
$3,742,576

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,742,576$3,991,491$68,326,990XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,447,587$3,530,997$62,506,712XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0910220).

Questions about ANDREA WAITT CARLTON FAMILY FOUNDATION

What is the EIN of ANDREA WAITT CARLTON FAMILY FOUNDATION?
The employer identification number (EIN) of ANDREA WAITT CARLTON FAMILY FOUNDATION is 86-0910220.
Is ANDREA WAITT CARLTON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to ANDREA WAITT CARLTON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANDREA WAITT CARLTON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ANDREA WAITT CARLTON FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANDREA WAITT CARLTON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ANDREA WAITT CARLTON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 5 received compensation from the organization, the highest $336,423 (JOHN N CARNEY, EXECUTIVE DIRECTOR).
How much revenue does ANDREA WAITT CARLTON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,742,576, expenses of $3,991,491 and total assets of $68,326,990 at year end.

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