FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION INC: Form 990, tax year 2024
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- Organization
- FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION INC (EIN 75-6042162)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349303516
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T12:49:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 W 7TH ST STE 700 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756042162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST METHODIST CHURCH OF FORT WORTH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 8176392367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2510 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY W JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8176392367 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES FLATT | PreparerPersonNm |
| PTIN | P00444540 | PTIN |
| Phone | 8173327905 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SID JOHNSTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2510 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,637,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FMCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FUNDS FOR FIRST UNITED METHODIST CHURCH OF FORT WORTH | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,667,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,383 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,944,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,951,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $808,710 | PYOtherRevenueAmt |
| CY Other Revenue | $822,060 | CYOtherRevenueAmt |
| PY Total Revenue | $4,420,733 | PYTotalRevenueAmt |
| CY Total Revenue | $5,801,863 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,599,932 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,067,946 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $414,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $438,371 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $547,457 | PYOtherExpensesAmt |
| CY Other Expenses | $618,885 | CYOtherExpensesAmt |
| PY Total Expenses | $3,561,877 | PYTotalExpensesAmt |
| CY Total Expenses | $4,125,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $858,856 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,676,661 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,624,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,236,897 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $447,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $583,779 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,176,942 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $100,653,118 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SOLICIT, RECEIVE, MAINTAIN AND PRESERVE (EITHER ABSOLUTELY OR IN TRUST) GIFTS AND BEQUESTS WHICH ARE INTENDED TO BENEFIT THE FIRST UNITED METHODIST CHURCH OF FORT WORTH. TO SUPPORT, BENEFIT, BE RESPONSIVE TO THE NEEDS OF, ASSIST IN CARRYING OUT THE PURPOSES OF AND TO PROMOTE THE MINISTRIES, PROGRAMS AND ACTIVITIES OF THE FIRST UNITED METHODIST CHURCH OF FORT WORTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,067,946 | ExpenseAmt |
| Grant | $3,067,946 | GrantAmt |
| Revenue | $316 | RevenueAmt |
| Desc | SEE SCHEDULE O FOR NARRATIVE: | Desc |
| Total Program Service Expenses | $3,067,946 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SID JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8176392367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2510 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| LOU ANN BLAYLOCK | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LEE BLOEMENDAL MD | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| VERNON BRYANT | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| R EARL COX III | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD DEBERRY | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN MADDUX | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE HOLLOWAY | |||||||
| DIRECTOR/SECRETARY | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH H JONES JR | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DON L STEGALL | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R THOMPSON JR | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HENRY B PAUP | |||||||
| DIRECTOR EMERITI | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY JOHNSON | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GREGORY W MONROE | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MOORE | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JENNY HOLMANN | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ALICIA RATTIKIN LINDSEY | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MANDI NOSS | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN BELL | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DOLL | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MEGHAN FAHEY | |||||||
| ADVISORY DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY HOLM | |||||||
| ADVISORY DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| WA LANDRETH III | |||||||
| ADVISORY DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LAURA MOSES | |||||||
| ADVISORY DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN VASSEUR | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CYE WAGNER | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SID JOHNSTON | |||||||
| EXECUTIVE DIRECTOR | 50.00 | $253,749 | $0 | $33,032 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $253,749 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHER KING CAPITAL MANAGEMENT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE STREET STE 1600 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PORTFOLIO MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $394,869 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,383 | AllOtherContributionsAmt |
| Total Contributions | $28,383 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,602,107 | TotalRevenueColumnAmt |
| Exclusion | $1,602,107 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645,963 | TotalRevenueColumnAmt |
| Exclusion | $645,963 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,781 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,781 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,781 | TotalRevenueColumnAmt |
| Exclusion | $175,781 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,860,128 | SecuritiesAmt |
| Other | $324,875 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,835,690 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,024,438 | SecuritiesAmt |
| Other | $324,875 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,349,313 | TotalRevenueColumnAmt |
| Exclusion | $3,349,313 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 4599 MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $316 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,801,863 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $316 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,773,164 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,067,946 | TotalAmt |
| Program Services | $3,067,946 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,500 | TotalAmt |
| Management And General | $364,500 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,506 | TotalAmt |
| Management And General | $25,506 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,630 | TotalAmt |
| Management And General | $27,630 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,735 | TotalAmt |
| Management And General | $20,735 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,539 | TotalAmt |
| Management And General | $46,539 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,686 | TotalAmt |
| Management And General | $403,686 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850 | TotalAmt |
| Management And General | $850 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,523 | TotalAmt |
| Management And General | $12,523 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,566 | TotalAmt |
| Management And General | $42,566 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,957 | TotalAmt |
| Management And General | $39,957 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30 | TotalAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,052 | TotalAmt |
| Management And General | $8,052 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,160 | TotalAmt |
| Management And General | $20,160 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| AD VALOREM TAXES | $29,153 | $29,153 |
| DUES & SUBSCRIPTIONS | $9,426 | $9,426 |
| O&G PROFESSIONAL EXPENS | $5,743 | $5,743 |
| MISCELLANEOUS EXPENSES | $200 | $200 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,125,202 | TotalAmt |
| Program Services | $3,067,946 | ProgramServicesAmt |
| Management And General | $1,057,256 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,529 | BOYAmt |
| EOY | $40,803 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,090 | BOYAmt |
| EOY | $2,207 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $110,043 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630 | BOYAmt |
| EOY | $1,050 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,539,813 | BOYAmt |
| EOY | $98,520,804 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,897,382 | BOYAmt |
| EOY | $2,561,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,624,444 | BOYAmt |
| EOY | $101,236,897 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,573 | BOYAmt |
| EOY | $5,998 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,929 | BOYAmt |
| EOY | $577,781 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,502 | BOYAmt |
| EOY | $583,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,861,870 | BOYAmt |
| EOY | $94,635,082 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,315,072 | BOYAmt |
| EOY | $6,018,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,176,942 | BOYAmt |
| EOY | $100,653,118 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,624,444 | BOYAmt |
| EOY | $101,236,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,676,661 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,175,407 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,375,892 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST UNITED METHODIST CHURCH OF FORT WORTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800645 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $3,067,946 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,067,946 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $3,349,313 | CurrentYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,515,975 | PriorYearAmt |
| Current Year | $2,424,167 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,515,975 | PriorYearAmt |
| Current Year | $5,773,480 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $16,365 | PriorYearAmt |
| Current Year | $29,153 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $350,863 | PriorYearAmt |
| Current Year | $403,686 | CurrentYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,148,747 | PriorYearAmt |
| Current Year | $5,340,641 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $82,261,646 | PriorYearAmt |
| Current Year | $94,439,365 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $44,968 | PriorYearAmt |
| Current Year | $40,453 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,431,591 | PriorYearAmt |
| Current Year | $2,282,196 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $85,738,205 | PriorYearAmt |
| Current Year | $96,762,014 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $85,738,205 | PriorYearAmt |
| Current Year | $96,762,014 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,286,073 | PriorYearAmt |
| Current Year | $1,451,430 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $84,452,132 | PriorYearAmt |
| Current Year | $95,310,584 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,955,825 | PriorYearAmt |
| Current Year | $3,335,870 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,955,825 | PriorYearAmt |
| Current Year | $3,335,870 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $2,148,747 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $1,826,435 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $2,955,825 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $2,955,825 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $2,955,825 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $3,067,946 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $3,067,946 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $3,067,946 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $2,955,825 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 100.000000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $2,955,825 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,089,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,599,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,689,376 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $2,955,825 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $733,551 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $3,067,946 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $3,067,946 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $3,801,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $733,551 | ExcessFromYear2Amt |
| Excess From Year1 | $3,067,946 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, SECTION D, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE INVESTMENT POLICIES OF THE FOUNDATION WERE CREATED AND ARE MAINTAINED BY THE FOUNDATION INVESTMENT COMMITTEE. THIS COMMITTEE INCLUDES DIRECTORS WHO HAVE COMMON MEMBERSHIP OF THE GOVERNING BODIES OF THE FOUNDATION AND CHURCH. CERTAIN FUNDS ARE GIVEN TO THE CHURCH WHEN THE CHURCH REQUESTS FUNDING, BUT MOST OF THE MAJOR DISTRIBUTIONS ARE GIVEN THROUGHOUT THE YEAR IN DESIGNATED QUARTERS OR MONTHS. THE CHURCH HAS THE SOLE DISCRETION AS TO THE USES OF THE FUNDING DISTRIBUTIONS FROM THE FOUNDATION. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Vl EOY | $165,478 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $441,929 | BeginningBalanceAmt |
| Additions During Year | $135,852 | AdditionsDuringYearAmt |
| Ending Balance | $577,781 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,763,140 | BeginningYearBalanceAmt |
| Contributions | $668 | ContributionsAmt |
| Investment Earnings Or Losses | $542,609 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,457 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,265,960 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,278,181 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $477,694 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,735 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,763,140 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,006,048 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$669,776 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $58,091 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,278,181 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,306,142 | BeginningYearBalanceAmt |
| Contributions | $10,200 | ContributionsAmt |
| Investment Earnings Or Losses | $752,123 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $62,417 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,006,048 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,753,671 | BeginningYearBalanceAmt |
| Contributions | $2,565 | ContributionsAmt |
| Investment Earnings Or Losses | $563,431 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,525 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,306,142 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.29853 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.70147 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,573,584 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,175,407 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,175,407 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,398,177 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $403,686 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $403,686 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,801,863 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,721,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,721,516 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $403,686 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $403,686 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,125,202 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | IN 2011, THE UNITED METHODIST WOMEN'S (UMW) FOUNDATION ESTABLISHED THE UMW ENDOWMENT. THE MONEY CONTRIBUTED TO THIS ENDOWMENT IS HELD IN TRUST BY THE FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION (THE FOUNDATION). THE FOUNDATION WILL INVEST THIS MONEY FOR THE BENEFIT OF THE UMW FOUNDATION. THE CORPUS SHALL BE PRESERVED AS A PERMANENT INVESTMENT FROM WHICH ONLY EARNINGS ARE SPENT. THIS MONEY IS CONSIDERED A LIABILITY ON THE BOOKS OF THE FOUNDATION BECAUSE THE FOUNDATION DOES NOT HAVE CONTROL OVER THE MONEY IN THE ENDOWMENT NOR THE EARNINGS OR DECISION MAKING. |
| PART V, LINE 4: | DONOR RESTRICTED ASSETS TO SUPPORT DONOR SPECIFIED PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING IN SECTION 509(A) OF THE CODE. THE FOUNDATION RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. AT DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST UNITED METHODIST CHURCH OF FORT WORTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W 5TH ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 750800645 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,067,946 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL FINANCIAL SUPPORT. | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SID JOHNSTON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $253,749 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $31,042 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,990 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $286,781 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE FORM 990 ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING. AUTHORIZATION OF THE FILING OF FORM 990 WAS FORMALLY APPROVED BY THE BOARD OF DIRECTORS AT ITS QUARTERLY MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY SERVICES THAT ARE PAID DIRECTLY TO A BOARD MEMBER MUST BE APPROVED BY THE BOARD; WHILE THE VOTE IS TAKEN, THE BOARD MEMBER MUST RECUSE THEMSELVES FROM THE MEETING AND VOTING PROCESS. ANY DELIBERATIONS ARE NOTED IN THE OFFICIAL BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | KEY PERSONNEL COMPENSATION IS DETERMINED THROUGH THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS USING COMPARATIVE DATA. CONTEMPORANEOUS SUBSTANTIATION IS PROVIDED THROUGH MINUTES OF THE BOARD AND EMPLOYMENT DOCUMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST EITHER WRITTEN OR IN PERSON. |
| FORM 990, PART XI, LINE 9: | ROUNDING ADJUSTMENT -1. 2023 UPDATED FMV FOR O&G MINERAL INTERESTS -2,003,498. 2024 UPDATED FMV FOR O&G MINERAL INTERESTS 627,607. |
| FORM 990, PART XII, LINE 2C: | THERE WERE NO CHANGES MADE TO THE SELECTION OR OVERSIGHT PROCESS DURING THE YEAR. |
| FORM 990, PART III, LINE 4A | THROUGH THE GENEROSITY OF MANY DEDICATED MEMBERS AND FRIENDS OF FIRST UNITED METHODIST CHURCH OF FORT WORTH, THE FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION INC. CONTINUED ITS TRADITION OF BUILDING ITS ASSET BASE AND GENERATING INCOME FOR CHURCH USE. WE ARE CONTINUALLY THANKFUL FOR LEGACY DONATIONS THAT ALLOW DONORS TO MAKE A GIFT AND KNOW IT WILL CONTINUE TO SUPPORT OUR CHURCH IN PERPETUITY. THROUGH LEGACY GIVING, PEOPLE WHO LOVE OUR GREAT CHURCH CONTINUE GIVING BEYOND THEIR LIFETIMES. EACH DONOR'S PHILANTHROPY AND MEMORY LIVE FOREVER. IT'S ALMOST AS IF THEY CONTINUE TO WRITE A CHECK TO THE CHURCH EVERY YEAR BECAUSE THEIR ORIGINAL GIFT TO THE FOUNDATION IS STILL INTACT, PRODUCING ANNUAL INCOME FOR THE CHURCH. HAVING ANNUAL INCOME PRODUCED BY THE ENDOWMENT ASSURES GIFTS EXTEND THROUGH MULTIPLE GENERATIONS BECAUSE OF THE UNIQUE STRUCTURE OF THE FOUNDATION ENDOWMENT. THE FOUNDATION'S ENDOWMENT USES ONLY THE INTEREST AND INCOME GENERATED FROM ORIGINAL DONATIONS SUPPORTING THE CHURCH AND ITS ENTIRE COMMUNITY, NEVER TOUCHING THE ORIGINAL CONTRIBUTIONS THAT FORM THE CORPUS OF THE FUND. SINCE ITS BEGINNING IN 1964, THE FOUNDATION HAS RELEASED OVER $72.5 MILLION TO OUR CHURCH. WE STRIVE TO HAVE EVERYONE UNDERSTAND THE FOUNDATION'S VALUE IN ITS INTERRELATIONSHIP WITH THE CHURCH. THE FOUNDATION WORKS DILIGENTLY TO ASSURE THAT CONGREGANTS KNOW ABOUT HOW THE FOUNDATION OPERATES AND TAKE PRIDE IN ITS FUNCTION TO HELP THE CHURCH DO ITS INVALUABLE WORK. WE ARE THANKFUL FOR THE WISE DECISION OF PAST AND PRESENT BOARDS OF THE FOUNDATION AS THEY FULFILL THE DREAM OF OUR 1964 FOUNDERS. IN 2024, THE FOUNDATION RELEASED A TOTAL OF $3.067 MILLION IN EARNINGS TO THE CHURCH FOR THEIR USE TO SUPPORT ITS MOST PRESSING NEEDS. THIS FINANCIAL CONTRIBUTION ENABLED THE CHURCH TO UNDERTAKE A SERIES OF CRITICAL MAINTENANCE AND IMPROVEMENT PROJECTS, ENSURING THE CONTINUED FUNCTIONALITY AND ENHANCEMENT OF ITS FACILITIES. KEY INITIATIVES FUNDED BY THESE EARNINGS INCLUDED THE REPAIR OF THE SANCTUARY CEILING, THE REPLACEMENT OF THE MULTIZONE HVAC SYSTEM FOR THE MAIN CHURCH, LIGHTING UPGRADES IN THE CHAPEL, INSTALLATION OF GATES FOR THE GARDEN, AND RENOVATIONS TO THE FOUNDATION'S SECOND FLOOR. ADDITIONALLY, THE FUNDS FACILITATED FLOOD DAMAGE REPAIRS AND RENOVATIONS TO THE JUSTIN YOUTH BUILDING, THE INSTALLATION OF NEW CAMERAS AND AN INTERCOM SYSTEM FOR THE PRESCHOOL, ELEVATOR REPAIRS, AND THE ADDITION OF CAMERAS FOR THE 11:11 WORSHIP SERVICES. BEYOND INFRASTRUCTURE IMPROVEMENTS, THESE FUNDS ALSO PROVIDED VITAL SUPPORT TO THE METHODIST JUSTICE MINISTRY, FIRST STREET MISSION, AND DEMENTIA-FRIENDLY MINISTRIES, REINFORCING THE CHURCH'S COMMITMENT TO SERVING ITS CONGREGATION AND COMMUNITY. OUR GOAL IS TO ENSURE WE HAVE CLEAR, UNDERSTANDABLE, AND TRANSPARENT INFORMATION ABOUT FOUNDATION OPERATIONS, EFFORTS, AND RESULTS. WE SHARE FACTS AND FIGURES WITH INTERESTED PARTIES THROUGH PRINT COLLATERAL MATERIALS, GUEST LECTURES FOR SUNDAY SCHOOL CLASSES, SOCIAL MEDIA POSTS, AND OUR WEBSITE: HTTP://WWW.FMCFOUNDATION.ORG. THE FOUNDATION'S ENDOWMENT CONTINUES TO BE A TIMELESS, ENDURING RESOURCE FOR THE FIRST UNITED METHODIST CHURCH OF FORT WORTH. WE HOPE TO INSPIRE OUR FUMCFW FAMILY TO BECOME EVEN MORE INTERESTED IN WHAT THE FOUNDATION HAS RELEASED TO THE CHURCH FOR ITS PROGRAMS, SERVICES, AND OUTREACH. WE HOPE THEY WILL APPRECIATE THAT WE EXIST ONLY TO ENHANCE THE CHURCH THROUGH ONGOING UNDERWRITING MADE POSSIBLE BY LEGACY CONTRIBUTIONS FROM OUR ALTRUISTIC, GENEROUS DONORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST UNITED METHODIST CHURCH OF FORT WORTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W 5TH ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800645 | EIN |
| Primary Activities | RELIGIOUS SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST UNITED METHODIST CHURCH OF FORT WORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $3,067,946 | InvolvedAmt |