2026-07-30T07:15:32-05:00 2025-12-31 621114363 HENDERSON HUTCHERSON & MCCULLOUGH PLLC 1755 KIRBY PARKWAY SUITE 200 MEMPHIS TN 38120 990 2025-01-01 900085904 CALVARY ENDOWMENT FOUNDATION INC CALV 9015256602 102 N SECOND STREET MEMPHIS TN 38103 HALL GARDNER VICE CHAIR 9015256602 2026-07-28 1 CLINTON O PEARSON JR CPA P00642130 9016834234 2026-07-27 2025 2025-03-06 01:10:19Z HALL GARDNER 102 N SECOND STREET MEMPHIS TN 38103 3055621 0 X N/A X 2002 TN THE FOUNDATION OPERATES SOLELY TO MANAGE FUNDS TO SUPPORT CALVARY EPISCOPAL CHURCH. 8 8 0 0 0 0 26637 20316 0 0 372094 595992 0 0 398731 616308 1287943 837584 0 0 0 0 0 0 0 43177 43260 1331120 880844 -932389 -264536 7844955 8285977 0 0 7844955 8285977 X THE FOUNDATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND CARRY OUT THE PURPOSES OF RECEIVING, INVESTING, AND ALLOCATING FUNDS TO SUPPORT THE PROGRAMS, MISSIONS, AND MINISTRIES OF CALVARY EPISCOPAL CHURCH IN MEMPHIS, SHELBY COUNTY, TENNESSEE, AND OTHER MINISTRIES, MISSIONS, AND PROGRAMS APPROVED BY THE BOARD OF DIRECTORS OF THE FOUNDATION IN CONCURRENCE WITH THE VESTRY OF CALVARY EPISCOPAL CHURCH. 0 0 837584 837584 CONTRIBUTIONS TO CALVARY EPISCOPAL CHURCH AND ITS MISSIONS AND MINISTRIES. 837584 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 TN X HALL GARDNER 9015256602 102 N SECOND STREET MEMPHIS TN 38103 X ALEXANDER MCLEAN DIRECTOR 1.00 X 0 0 0 THOMAS PARKER DIRECTOR 1.00 X 0 0 0 JOHN PETTEY DIRECTOR 1.00 X 0 0 0 ERIK BALL DIRECTOR 1.00 X 0 0 0 STEVE SMITH SECRETARY 1.00 X X 0 0 0 HALL GARDNER VICE CHAIR 1.00 X X 0 0 0 WILLIAM HAYLEY TREASURER 1.00 X X 0 0 0 KATIE OWEN BOARD CHAIR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 20316 20316 368491 368491 2666814 2439313 227501 227501 227501 616308 227501 0 368491 837584 837584 5200 5200 35000 35000 ADMIN FEES 3060 3060 880844 837584 43260 0 19465 53727 10000 0 7807257 8227037 8233 5213 7844955 8285977 0 0 X 7844955 8285977 7844955 8285977 7844955 8285977 -264536 705558 0 X X 0 1 X 1 0 X X 1 CALVARY EPISCOPAL CHURCH 620514311 1 1 827584 0 1 827584 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, FORM 990, PAGE 5, SECTION C, QUESTION 1: THE SUPPORTED ORGANIZATION IS A CHURCH AND THERE ARE NO DIRECTORS OR TRUSTEES IN THE CHURCH. THE PASTOR OF THE CHURCH IS ACTIVELY INVOLVED IN ALL OF THE ENDOWMENT FOUNDATION'S BUSINESS. 7844955 20316 1266550 845844 8285977 8312789 26636 806761 1301231 7844955 7712767 15858 1020607 436443 8312789 10075562 17977 -1832621 548151 7712767 9672406 36094 790652 423590 10075562 0.88786 0.11214 0 0 0 X 1286866 705558 705558 581308 35000 35000 616308 845844 0 845844 35000 35000 880844 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE PROGRAMS, MISSIONS, AND MINISTRIES OF CALVARY EPISCOPAL CHURCH AND OTHER NOT-FOR-PROFIT ENTITIES. PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE FOUNDATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. THE FOUNDATION'S EVALUATION WAS PERFORMED FOR TAX YEARS ENDED DECEMBER 31, 2022 THROUGH DECEMBER 31, 2025, THE YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF DECEMBER 31, 2025. 1 CALVARY EPISCOPAL CHURCH 102 N SECOND STREET MEMPHIS TN 38103 135562208 501(C)(3) 0 827584 CASH VALUE TO SUPPORT THE PROGRAMS, MISSIONS, AND MINISTRIES OF THE CHURCH. PART I, LINE 2" FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER PROVIDED A COPY OF THE FINAL VERSION OF FORM 990 TO THE EXECUTIVE DIRECTOR AND THE TREASURER OF THE BOARD BEFORE IT WAS FILED. ADDITIONALLY, THE EXECUTIVE DIRECTOR AND TREASURER REVIEWED AND APPROVED THE RETURN BEFORE IT WAS FILED. FORM 990, PART VI, SECTION C, LINE 19 CALVARY ENDOWMENT FOUNDATION, INC. PROVIDES PUBLIC INSPECTION OF ITS FINANCIAL STATEMENTS OR OTHER GOVERNING DOCUMENTS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE GOVERNING BOARD OVERSEEING THE ANNUAL AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS.