2025-01-30T16:57:24-06:00 2024-04-30 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2023-05-01 621670425 THE CANALE FOUNDATION INC CANA 9017284600 1900 UNION AVENUE MEMPHIS TN 38104 ROBERT M FOCKLER PRESIDENT 9017284600 2025-01-27 1 1 JANICE A RATICA P00358837 7043338881 2025-01-27 2023 2025-03-06 01:10:19Z ROBERT M FOCKLER 1900 UNION AVENUE MEMPHIS TN 38104 627660 0 X WWW.CFGM.ORG X 1997 TN THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. IN CARRYING OUT ITS CHARITABLE MISSION. 11 6 0 11 0 0 0 0 0 0 249415 627660 0 0 249415 627660 113500 1067000 0 0 0 0 0 0 0 116045 115581 229545 1182581 19870 -554921 20152675 20252461 975 0 20151700 20252461 THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. IN CARRYING OUT ITS CHARITABLE MISSION. 0 0 1135842 1067000 THE FOUNDATION'S ONLY PROGRAM IS TO ACCEPT PROPERTY FOR USE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES PRIMARILY IN AND FOR THE BENEFIT OF MEMPHIS AND SHELBY COUNTY. 1135842 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 6 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X X THE ORGANIZATION 9017284600 1900 UNION AVENUE MEMPHIS TN 38104 ROBERT M FOCKLER PRESIDENT & CEO 1.00 37.50 X X 0 371271 60199 BARBARA S MORA SECRETARY 1.00 37.50 X X 0 206477 29136 GEORGE LUMM TREASURER UNTIL 4.30.24 1.00 37.50 X X 0 200483 41240 VERONICA JAMISON DIRECTOR 1.00 37.50 X 0 147935 31532 WILLIAM REED DIRECTOR 1.00 X 0 0 0 CHRISTOPHER W CANALE DIRECTOR 1.00 X 0 0 0 JKENNETH DUDLEY DIRECTOR 1.00 X 0 0 0 KATHERYN C HORNE DIRECTOR 1.00 X 0 0 0 COLLEEN CANALE DIRECTOR 1.00 X 0 0 0 ALEX CANALE CHAIR 1.00 X X 0 0 0 CAROLINE KUEBLER DIRECTOR 1.00 37.50 X 0 153013 29219 0 1079179 191326 0 0 1 0 0 381147 381147 246513 0 246513 246513 246513 627660 0 0 627660 1067000 1067000 68842 68842 2970 2970 33769 33769 10000 10000 1182581 1135842 46739 0 8963135 8963135 11164443 11264229 25097 25097 20152675 20252461 975 0 975 0 X 20151700 20252461 20151700 20252461 20152675 20252461 -554921 655682 0 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF GREATER MEMPHIS INC 581723645 7 1 68843 0 1 68843 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 INVESTMENT IN CFGM BALANCED POOL 11264229 F 11264229 X PART X, LINE 2: THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS EVIDENCED BY A DETERMINATION LETTER DATED AUGUST 22, 1990. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED TO BE AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX POSITIONS AS OF APRIL 30, 2024 AND 2023. 1 ALPHA OMEGA VETERANS SERVICES INC 1183 MADISON AVENUE MEMPHIS TN 381042202 581761468 100000 0 GENERAL OPERATING SUPPORT CATHOLIC CHARITIES OF WEST TENNESSEE PO BOX 41955 MEMPHIS TN 381741955 621451404 20000 0 GENERAL OPERATING SUPPORT DOROTHY DAY HOUSE OF HOSPITALITY PO BOX 40269 MEMPHIS TN 381740269 830389694 64000 0 GENERAL OPERATING SUPPORT HUTCHISON SCHOOL 1740 RIDGEWAY ROAD MEMPHIS TN 381195397 620540400 201000 0 GENERAL OPERATING SUPPORT MEMPHIS BOTANIC GARDEN FOUNDATION INC 750 CHERRY ROAD MEMPHIS TN 381174608 237159172 126000 0 GENERAL OPERATING SUPPORT MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST 1000 RIDGEWAY LOOP ROAD STE 100 MEMPHIS TN 381204037 621723618 100000 0 GENERAL OPERATING SUPPORT ST PAUL CATHOLIC SCHOOL 1425 E SHELBY DRIVE MEMPHIS TN 38116 620528603 100000 0 GENERAL OPERATING SUPPORT WOLF RIVER CONSERVANCY INC PO BOX 11031 MEMPHIS TN 381110031 621245975 13500 0 GENERAL OPERATING SUPPORT THE COLLECTIVE THE CLTV INC 2234 LAMAR AVENUE MEMPHIS TN 381146608 320460234 25000 0 GENERAL OPERATING SUPPORT AHS OF GREATER MEMPHIS FOUNDATION INC 2220 UNION AVENUE MEMPHIS TN 38104 581676139 250000 0 GENERAL OPERATING SUPPORT 10 0 PART I, LINE 2: A GRANT IS RECOMMENDED BY ONE OF THE DIRECTORS THROUGH A WRITTEN REQUEST TO THE TREASURER. THE TREASURER VERIFIES THAT THE RECOMMENDED RECIPIENT IS A LEGITIMATE 501(C)(3) ORGANIZATION. THE GRANT IS SUBSEQUENTLY APPROVED FOR DISBURSEMENT BY 2 OF THE 3 FOLLOWING OFFICERS: THE PRESIDENT, TREASURER, OR SECRETARY. AT THE NEXT SCHEDULED BOARD MEETING, THE FULL BOARD OF DIRECTORS VOTES TO RATIFY THE GRANT. THE GRANT STATUS IS MONITORED BY THE STAFF OF THE SUPPORTED ORGANIZATION UNTIL COMPLETION OF THE DESIGNATED PURPOSE. X X X X 0 0 0 0 0 0 0 0 0 ROBERT M FOCKLER PRESIDENT & CEO 0 371271 0 0 0 0 0 33880 0 26319 0 431470 0 0 GEORGE LUMM TREASURER UNTIL 4.30.24 0 200483 0 0 0 0 0 21422 0 19818 0 241723 0 0 BARBARA S MORA SECRETARY 0 206477 0 0 0 0 0 21417 0 7719 0 235613 0 0 CAROLINE KUEBLER DIRECTOR 0 153013 0 0 0 0 0 16078 0 13141 0 182232 0 0 VERONICA JAMISON DIRECTOR 0 147935 0 0 0 0 0 15739 0 15793 0 179467 0 0 FORM 990, PART VI, SECTION A, LINE 2 ALEX CANALE, CHRISTOPHER W. CANALE, KATHERYN C. HORNE, AND COLLEEN CANALE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION DISTRIBUTES THE FORM 990 TO ITS DIRECTORS VIA EMAIL; HOWEVER, DUE TO TIME CONSTRAINTS, THE FORM IS REVIEWED BY THE BOARD AFTER FILING. THE DIRECTORS THEN HAVE THE OPPORTUNITY TO REVIEW THE FILING AND RESPOND TO THE TREASURER WITH ANY QUESTIONS OR CONCERNS. IF THE TREASURER DOES NOT RECEIVE ANY INQUIRIES AFTER A REASONABLE PERIOD OF TIME THEN HE WILL CONSIDER THIS AS APPROVAL OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS PROVIDED TO ALL DIRECTORS, PRINCIPAL OFFICERS, AND TOP MANAGEMENT ANNUALLY. THEY ARE ASKED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. THE BOARD IS ALSO SURVEYED FOR ANY ISSUES. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE COMMUNITY FOUNDATION OF GREATER MEMPHIS ("CFGM"), THE SUPPORTED ORGANIZATION, AND ARE SUBJECT TO THE COMPENSATION AND PERSONNEL POLICIES OF CFGM. CFGM CONSISTENTLY REVIEWS AND DOCUMENTS ITS COMPENSATION STRUCTURE TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FORM 990 IS MAINTAINED IN THE ORGANIZATION'S OFFICE AND IS AVAILABLE UPON REQUEST. ADDITIONALLY, IT IS ALSO AVAILABLE ON THE WEB SITE WWW.GUIDESTAR.ORG. COMMUNITY FOUNDATION OF GREATER MEMPHIS INC 1900 UNION AVENUE MEMPHIS TN 38104 581723645 TO SERVE AS A COMMUNITY FOUNDATION FOR MEMPHIS AND THE MID-SOUTH VACINITY. TN 501(C)(3) LINE 7 N/A 0 MARCH FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 311654850 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 MEMPHIS-PLOUGH COMMUNITY FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 237047899 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 THE PICTSWEET FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 621248225 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 PORTER-LEATH EARLY CHILDHOOD FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 201045305 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 THE TURLEY FOUNDATION INC 1900 UNION AVENUE MEMPHIS TN 38104 621557849 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 COMMUNITY FOUNDATION REALTY INC 1900 UNION AVENUE MEMPHIS TN 38104 621493663 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 THE CLARENCE DAY FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 621441490 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 THE DUNAVANT FOUNDATION 1900 UNION AVENUE MEMPHIS TN 38104 581528504 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 GILLILAND FAMILY FUND INC 1900 UNION AVENUE MEMPHIS TN 38104 311695430 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 MARTIN FAMILY FOUNDATION INC 1900 UNION AVENUE MEMPHIS TN 38104 831489207 ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. TN 501(C)(3) LINE 12A, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 COMMUNITY FOUNDATION OF GREATER MEMPHIS INC M 68843 CASH