Nonprofit · EIN 58-1723645
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC
Tax-exempt · MEMPHIS, TN 38104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $171,395,190 | $149,115,390 | $22,279,800 | $953,060,353 | $10,077,503 | $942,982,850 |
| April 30, 2024 | 990 | $110,784,632 | $123,675,954 | -$12,891,322 | $908,669,779 | $10,095,230 | $898,574,549 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $130,407,513
- Program service revenue
- $5,822,908
- Investment income
- $35,094,040
- Net gain from sales of assets
- $15,679,752
- Other revenue
- $70,729
Expenses
- Grants and similar amounts paid
- $137,494,744
- Compensation of officers, directors and key employees
- $1,501,401
- Other salaries and wages
- $1,210,304
- Salaries, compensation and benefits (total)
- $3,139,444
- Professional fundraising fees
- $0
- Legal fees
- $124,600
- Occupancy
- $337,504
- Travel
- $40,594
- Depreciation
- $103,407
- Program services (functional)
- $138,014,841
- Management and general (functional)
- $10,575,857
- Fundraising (functional)
- $524,692
Balance sheet and other
- Total assets, start of year
- $908,669,779
- Total assets, end of year
- $953,060,353
- Total liabilities, end of year
- $10,077,503
- Net assets, end of year
- $942,982,850
- Land, buildings and equipment
- $1,977,016
- Publicly traded securities
- $704,574,783
- Net assets without donor restrictions
- $758,768,089
- Net assets with donor restrictions
- $184,214,761
- Gross receipts
- $171,395,190
- Employees
- 20
- Volunteers
- 21
- Year formed
- 1969
- State of legal domicile
- TN
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 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT M FOCKLER | PRESIDENT & CEO Officer | 37.5 | $364,421 | $64,756 |
| BARBARA S MORA | ASST SECRETARY & COO Officer | 37.5 | $192,972 | $27,675 |
| VERONICA JAMISON | VP OF PHILANTHROPIC SERVIC Highest-paid employee | 37.5 | $153,073 | $32,509 |
| JULIA C MCDONALD | VP OF COMMUNICATIONS Highest-paid employee | 37.5 | $140,092 | $29,698 |
| CAROLINE KUEBLER | DIR. OF DEVELOPMENT Highest-paid employee | 37.5 | $127,779 | $27,589 |
| GARY ZWIERZYNSKI | TREASURER & CFO STARTED 09.03.24 Officer | 37.5 | $70,867 | $28,824 |
| KONTJI ANTHONY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER HEARN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE GILLILAND CONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROOK LESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALISA HAUSHALTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY HEALY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNE JEMISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE NASSAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLIOT PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HALLIE PEYTON | DIRECTOR Trustee or director | 1 | $0 |
| RAY POHLMAN | DIRECTOR Trustee or director | 1 | $0 |
| BOB QUINN | DIRECTOR Trustee or director | 1 | $0 |
| POOJA SHAH | DIRECTOR Trustee or director | 1 | $0 |
| ERICA STIFF-COOPWOOD | DIRECTOR Trustee or director | 1 | $0 |
| REGINA WALKER | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS KELLEY | DIRECTOR Trustee or director | 1 | $0 |
| MONICA WHARTON | DIRECTOR Trustee or director | 1 | $0 |
| RUSS WIGGINTON | DIRECTOR Trustee or director | 1 | $0 |
| DORCAS YOUNG GRIFFIN | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY WEXLER | CHAIR Trustee or director | 1 | $0 |
| CHIP MARSTON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| J MARTIN REGAN JR | SECRETARY Officer | 1 | $0 |
990 for the year ended April 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT M FOCKLER | PRESIDENT & CEO Officer | 37.5 | $371,271 | $60,199 |
| GEORGE LUMM | TREASURER & CFO "THRU 4.30.24" Officer | 37.5 | $200,483 | $41,240 |
| BARBARA S MORA | ASST SECRETARY & COO Officer | 37.5 | $206,477 | $29,136 |
| CAROLINE KUEBLER | DIR. OF DEVELOPMENT Highest-paid employee | 37.5 | $153,013 | $29,219 |
| VERONICA JAMISON | VP OF PHILANTHROPIC SERVICES Highest-paid employee | 37.5 | $147,935 | $31,532 |
| JULIA C MCDONALD | VP OF COMMUNICATIONS Highest-paid employee | 37.5 | $138,186 | $29,660 |
| AMY BETH DUDLEY | DIRECTOR OF DONOR SERVICES Highest-paid employee | 1 | $100,187 | $19,323 |
| KONTJI ANTHONY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER HEARN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE GILLILAND CONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROOK LESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALISA HAUSHALTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY HEALY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNE JEMISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE NASSAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLIOT PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HALLIE PEYTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY POHLMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB QUINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| POOJA SHAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERICA STIFF-COOPWOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REGINA WALKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS KELLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA WHARTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSS WIGGINTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DORCAS YOUNG GRIFFIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOLLY WEXLER | CHAIR Trustee or director | 1 | $0 | $0 |
| CHIP MARSTON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| J MARTIN REGAN JR | SECRETARY Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1350 CONCOURSE AVE STE 458, MEMPHIS, TN 38104-2026
- In care of
- % MARTIN REGAN SECRETARY & LEGAL
- Principal officer (990 for 2024)
- ROBERT M FOCKLER, 1350 CONCOURSE AVENUE SUITE 458, MEMPHIS, TN 381044029
- Signed the 990
- ROBERT M FOCKLER, PRESIDENT
- Phone
- (901) 722-0025
- Website
- WWW.CFGM.ORG
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
THE COMMUNITY FOUNDATION IS A PHILANTHROPIC ORGANIZATION THAT MANAGES CHARITABLE FUNDS WITH A BROAD BASE OF DONORS TO BENEFIT THE AREAS OF WESTERN TENNESSEE, EASTERN ARKANSAS, AND NORTHERN MISSISSIPPI. SINCE 1969, THE COMMUNITY FOUNDATION OF GREATER MEMPHIS HAS BEEN WORKING WITH DONORS, PROFESSIONAL ADVISORS, AND NONPROFITS TO HELP STRENGTHEN THE COMMUNITY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY GIVING.
Program accomplishments
- DONOR ADVISED FUNDS: THE FOUNDATION'S PRIMARY PROGRAM IS TO ADMINISTER DONOR ADVISED FUNDS. THESE FUNDS GIVE DONORS FLEXIBILITY TO MAKE GIFTS TO THEIR FUNDS AND DIRECT GRANTS TO THE NONPROFITS OF THEIR CHOICE.Expenses $121,011,936 · grants $121,011,936
- PROJECT FUNDS: THE FOUNDATION OFFERS PROJECT FUNDS TO DONORS TO ALLOW THEM TO SUPPORT ONE OR MORE NONPROFITS FOR A SPECIFIED TIME OR IN PERPETUITY.Expenses $990,662 · grants $990,662
- DONOR DESIGNATED FUNDS: THE FOUNDATION OFFERS DONOR DESIGNATED FUNDS FOR SHORT-TERM USE BY ORGANIZATIONS WORKING IN COLLABORATION OR NONPROFITS AWAITING APPROVAL OF THEIR 501(C )(3) STATUS.Expenses $3,914,354 · grants $3,914,354
- OTHER PROGRAMSExpenses $12,097,889 · grants $11,577,793 · revenue $5,822,908
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 58-1723645
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $953,060,353
- Income (IRS master file)
- $171,395,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $171,395,190 | $149,115,390 | $953,060,353 | XML |
| 990-T | April 2025 | – | – | – | IRS |
| 990 | April 2024 | $110,784,632 | $123,675,954 | $908,669,779 | XML |
| 990-T | April 2024 | – | – | – | IRS |
| 990 | April 2023 | $114,399,155 | $124,638,033 | $852,675,440 | IRS |
| 990-T | April 2023 | – | – | – | IRS |
| 990 | April 2022 | $204,591,687 | $145,105,093 | $869,569,667 | IRS |
| 990-T | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990-T | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 58-1723645).
Questions about COMMUNITY FOUNDATION OF GREATER MEMPHIS INC
- What is the EIN of COMMUNITY FOUNDATION OF GREATER MEMPHIS INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF GREATER MEMPHIS INC is 58-1723645.
- Is COMMUNITY FOUNDATION OF GREATER MEMPHIS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to COMMUNITY FOUNDATION OF GREATER MEMPHIS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF GREATER MEMPHIS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION OF GREATER MEMPHIS INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF GREATER MEMPHIS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF GREATER MEMPHIS INC?
- The 990 for the year ended April 30, 2025 names ROBERT M FOCKLER.
- Who are the officers and directors of COMMUNITY FOUNDATION OF GREATER MEMPHIS INC?
- The 990 for the year ended April 30, 2025 lists 28 people; 6 received compensation from the organization, the highest $364,421 (ROBERT M FOCKLER, PRESIDENT & CEO).
- How much revenue does COMMUNITY FOUNDATION OF GREATER MEMPHIS INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $171,395,190, expenses of $149,115,390 and total assets of $953,060,353 at year end.
Other nonprofits in MEMPHIS
- CHRISTIAN COMMUNITY FOUNDATION OF MEMPHIS AND THE MID-SOUTH INC EIN 62-1752885 · last filed 990 for 2025
- FORMANEK FOUNDATION EIN 26-1565007 · last filed 990-PF for 2024
- MCENIRY FAMILY FOUNDATION EIN 93-4781807 · last filed 990-PF for 2023
- UNITED WAY OF THE MID-SOUTH EIN 56-1010742 · last filed 990 for 2025
- THE MARTIN FAMILY FOUNDATION INC EIN 83-1489207 · last filed 990 for 2025
- MCGEHEE FAMILY FOUNDATION EIN 62-1801291 · last filed 990-PF for 2024
- ASSISI FOUNDATION OF MEMPHIS INC EIN 62-1558722 · last filed 990-PF for 2024
- BOB AND SUSAN WILSON FOUNDATION EIN 88-1347272 · last filed 990-PF for 2024
All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations