AUMdb

Chi Omega Foundation

EIN 310936294 · 501(c)(3) · Public charity · Memphis, TN · recognized 1978

Assets
$63.0M
Revenue
$9.2M
Expenses
$5.2M
Investment income
$3.2M

Form 990 fiscal year ended 04/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 94% 04/30/2025

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Charles Schwab Investment advisory $124,658
Emprinting Printing $110,154

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Sally Kimball Executive vice president $149,744 $7,492
Holly Bailey Director of finance $86,516 $9,192
Claire White Chief financial officer $0 $0
Kelly Bingel Ex-officio trustee $0 $0
Jane Hirt As Of 112025 Trustee $0 $0
Stephanie F Dahl As Of 112025 Trustee $0 $0
Susan Miller Bush Trustee $0 $0
Nancy Laurie Ex-officio trustee $0 $0
Letitia Fulkerson Treasurer $0 $0
Laura Connor Trustee $0 $0
Jan Heck Trustee $0 $0
Gail Muncrief Trustee $0 $0
Erin Packwood Trustee $0 $0
Danna Redmond Secretary $0 $0
Dana Kleine Thru 6 30 24 Trustee $0 $0
Corinna Casey Trustee $0 $0
Cathey Humphreys Trustee $0 $0
Anna Buckner Vice president $0 $0
Ann Bradshaw President $0 $0