FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION INC (EIN 75-6042162)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-12
- IRS object ID
- 201221649349300302
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-12T08:50:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750786316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 W 7TH STREET SUITE 700 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756042162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST METHODIST CHURCH OF FORT WORTH | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIRS | NameControl |
| Phone | 8173365698 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W FIFTH STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VERNON BRYANT JR | Name |
| Title | PRESIDENT | Title |
| Phone | 8173365698 | Phone |
| Date Signed | 2012-05-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL M STEWART | Name |
| PTIN | P00415184 | PTIN |
| Phone | 8173327905 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SID JOHNSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W FIFTH STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15436930 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FMCFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FUNDS FOR FIRST UNITED METHODIST CHURCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 21 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 356881 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 437285 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1163562 | InvestmentIncomePriorYear |
| Investment Income Current Year | 994718 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1733034 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1779303 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3253477 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3211306 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1189248 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 655925 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 267304 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 277087 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1319 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 364344 | OtherExpensePriorYear |
| Other Expenses Current Year | 375704 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1820896 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1308716 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1432581 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1902590 | RevenuesLessExpensesCY |
| Total Assets BOY | 40175836 | TotalAssetsBOY |
| Total Assets EOY | 42182676 | TotalAssetsEOY |
| Total Liabilities BOY | 198113 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 221349 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39977723 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41961327 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 655925 | Expense |
| Grants | 655925 | Grants |
| Description | TO PROVIDE FUNDS TO THE FIRST UNITED METHODIST CHURCH OF FORT WORTH FOR ITS PURPOSES INCLUDING EQUIPMENT ACQUISITIONS AND REPAIR, GENERAL OPERATIONS AND MAINTENANCE AND REPAIR OF FACILITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28086 | Expense |
| Description | CONTRACTED DISTRIBUTIONS TO DONOR OF UNITRUST | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 684011 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SID JOHNSTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8173395072 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W FIFTH STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| KENNETH H JONES JR | ||||||
| DIRECTOR EMERITI | 0.00 | X | 0 | 0 | 0 | |
| JACK L BENSON | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LOU ANN BLAYLOCK | ||||||
| VOTING DIRECTOR, VICE PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| LEE BLOEMENDAL MD | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CHRIS CHOATE | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| H PAUL DORMAN | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| R PAT EVANS | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BEVERLEE B HERD | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| HENRY B PAUP | ||||||
| VOTING DIRECTOR, SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| WR BOB WATT JR | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JEAN WEBB | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SUSAN E BARLEY | ||||||
| ADVISORY DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| R EARL COX III | ||||||
| DIRECTOR EMERITI | 0.00 | X | 0 | 0 | 0 | |
| DON L STEGALL | ||||||
| DIRECTOR EMERITI | 0.00 | X | 0 | 0 | 0 | |
| JOHN R THOMPSON JR | ||||||
| DIRECTOR EMERITI | 0.00 | X | 0 | 0 | 0 | |
| VERNON BRYANT JR | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| BYRON R BAIRD | ||||||
| VOTING DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RICHARD DEBERRY | ||||||
| ADVISORY DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CHRIS LOKEY | ||||||
| ADVISORY DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOHN H MADDUX | ||||||
| ADVISORY DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| VIVIENNE B MAYS | ||||||
| ADVISORY DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SID JOHNSTON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 156253 | 0 | 34288 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 156253 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34288 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHER KING CAPITAL MANAGEMENT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE STREET SUITE 1600 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT ADVISOR | DescriptionOfServices |
| Compensation | 154809 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 437285 | AllOtherContributions |
| Noncash Contributions | 380000 | NoncashContributions |
| Total Contributions | 437285 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1013752 | TotalRevenueColumn |
| Exclusion | $1,013,752 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1560432 | TotalRevenueColumn |
| Exclusion | $1,560,432 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 218871 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 218871 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218871 | TotalRevenueColumn |
| Exclusion | $218,871 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12206590 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12225624 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -19034 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19034 | TotalRevenueColumn |
| Exclusion | -$19,034 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3211306 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,774,021 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655925 | Total |
| Program Services | 655925 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190541 | Total |
| Management And General | 190541 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49500 | Total |
| Management And General | 49500 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3920 | Total |
| Management And General | 3920 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20628 | Total |
| Management And General | 20628 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12498 | Total |
| Management And General | 12498 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10443 | Total |
| Management And General | 10443 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17400 | Total |
| Management And General | 17400 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167423 | Total |
| Management And General | 167423 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16490 | Total |
| Management And General | 16490 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16659 | Total |
| Management And General | 16659 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Management And General | 24000 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1319 | Total |
| Fundraising | 1319 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19901 | Total |
| Management And General | 19901 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| AD VALOREM TAXES | 68190 | 68190 | |
| DISTRIBUTION TO UNITRUS | 28086 | 28086 | |
| MISCELLANEOUS EXPENSES | 4023 | 4023 | |
| BANK CHARGE | 1770 | 1770 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1308716 | Total |
| Program Services | 684011 | ProgramServices |
| Management And General | 623386 | ManagementAndGeneral |
| Fundraising | 1319 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140046 | BOY |
| EOY | 61220 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228473 | BOY |
| EOY | 219402 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74058 | BOY |
| EOY | 78240 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7935 | BOY |
| EOY | 7995 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37097235 | BOY |
| EOY | 38830650 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2628089 | BOY |
| EOY | 2985169 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40175836 | BOY |
| EOY | 42182676 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2187 | BOY |
| EOY | 2463 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195926 | BOY |
| EOY | 218886 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198113 | BOY |
| EOY | 221349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37591901 | BOY |
| EOY | 39576887 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1467435 | BOY |
| EOY | 1466053 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 918387 | BOY |
| EOY | 918387 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39977723 | BOY |
| EOY | 41961327 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40175836 | BOY |
| EOY | 42182676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1902590 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 81014 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST METHODIST CHURCH OF FORT WORTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800645 | EIN |
| Type Of Organization | 501(C)(3) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $655,925 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 655925 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 63837 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 918387 | BeginningOfYearBalance |
| End Of Year Balance | 918387 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 903387 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| End Of Year Balance | 918387 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 873387 | BeginningOfYearBalance |
| Contributions | 30000 | Contributions |
| End Of Year Balance | 903387 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 916906 | BeginningOfYearBalance |
| Contributions | 48612 | Contributions |
| Investment Earnings Or Losses | -92131 | InvestmentEarningsOrLosses |
| End Of Year Balance | 873387 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD IN TRUST | 709892 |
| MINERAL INTEREST | 827277 |
| PERPETUAL INCOME INTEREST IN LAND | 1068000 |
| ELLIOT LAND | 380000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2985169 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER REMAINDER UNITRUST AGREEMENT | $191,035 |
| ASSETS HELD FOR OTHERS | $27,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 218886 | TotalOfAmounts |
| Total Revenue | 3211306 | TotalRevenue |
| Total Expenses | 1308716 | TotalExpenses |
| Excess Or Deficit For Year | 1902590 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 81014 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 81014 | TotalAdjustments |
| Excess Or Deficit Per FS | 1983604 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3292320 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 81014 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 81014 | RevenueNotRptdF990 |
| Revenue Subtotal | 3211306 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3211306 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1308716 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1308716 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1308716 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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, 2011, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S TAX YEARS 2008 TO 2010 REMAIN SUBJECT TO EXAMINATION FOR FEDERAL TAX PURPOSES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST UNITED METHODIST CHURCH OF FORT WORTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W 5TH ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 750800645 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 655925 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL FINANCIAL SUPPORT. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SID JOHNSTON | NamePerson |
| Base Compensation Filing Org | 154400 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 1853 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12352 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 21936 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 190541 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 380000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE CHARGE CONFERENCE OF THE FIRST UNITED METHODIST CHURCH OF FORT WORTH. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CHARGE CONFERENCE WOULD HAVE TO APPROVE ANY CHANGE TO THE SCOPE OF THE MISSION OF THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | COPIES OF THE FORM 990 ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY SERVICES THAT ARE PAID DIRECTLY TO AN 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 18 | THE FOUNDATION MAKES IT'S 1023 AND FORM 990S AVAILABLE UPON REQUEST EITHER WRITTEN OR IN PERSON. | |
| 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 81,014. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE AUDIT/FINANCE COMMITTEE OVERSEES AND HAS RESPONSIBILITY FOR THE AUDIT PROCESS. | AUDIT COMMITTEE RESPONSIBILITIES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST UNITED METHODIST CHURCH OF FORT WORTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W 5TH ST | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750800645 | EIN |
| Primary Activities | RELIGIOUS SERVICES | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | PUBLIC CHARITY | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| FIRST UNITED METHODIST CHURCH OF FORT WORTH | |
| B | 655925 |
| FIRST UNITED METHODIST CHURCH OF FORT WORTH-BELOW THRESHOLD | |
| J | |
| FIRST UNITED METHODIST CHURCH OF FORT WORTH-BELOW THRESHOLD | |
| P | |