UNITED METHODIST FOUNDATION OF LA: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST FOUNDATION OF LA (EIN 72-0779104)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-24
- IRS object ID
- 202640559349301029
- Schema version
- 2025v4.0
- 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 | 2026-02-24T12:19:18-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720779104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Methodist Foundation of Louisiana Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2259369210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8337 Jefferson Hwy | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tracie H Wharton | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 2259369210 | PhoneNum |
| Signature | 2026-02-26 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tracie H Wharton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18131 Rolling Wood | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,230,520 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | umf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | Support the ministries of the Methodist church through planned giving services - trusts and endowments | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,126,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,504,039 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,120,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,118,676 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,331,110 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,609,533 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,577,434 | PYTotalRevenueAmt |
| CY Total Revenue | $8,232,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $669,582 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,011,892 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $861,533 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $906,088 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,921,131 | PYOtherExpensesAmt |
| CY Other Expenses | $2,766,999 | CYOtherExpensesAmt |
| PY Total Expenses | $3,452,246 | PYTotalExpensesAmt |
| CY Total Expenses | $4,684,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,125,188 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,547,269 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,782,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,958,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,143,244 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,244,141 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,638,944 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,714,462 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Support the ministries of the Methodist church through planned giving services - trusts and endowments | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,572,827 | ExpenseAmt |
| Grant | $1,011,892 | GrantAmt |
| Revenue | $4,584,719 | RevenueAmt |
| Desc | Act as trustee for endowments and planned gifts that benefit Methodist ministries in the state of Louisiana. We distributed 2,418,327 in income earned on endowments during 2025. | Desc |
| Total Program Service Expenses | $3,572,827 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Form720 Filed | Yes (true) | Form720FiledInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMFLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2259369210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8337 Jefferson Hwy | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|---|
| Christopher Spencer | ||||||||
| President | 040.00 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | $222,040 | $0 | $0 |
| Tracie Wharton | ||||||||
| Controller | 040.00 | Yes (X) | Yes (X) | Yes (X) | $159,914 | $0 | $0 | |
| Rev JoAnn Cooper | ||||||||
| Chair | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Drew Sutton | ||||||||
| Vice Chair | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Eunice Lavigne | ||||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Kimbro | ||||||||
| Treasurer | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| MiMi McDowell | ||||||||
| Grants Chair | 003.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Clifton Conrad | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Crouch | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Drew Kennedy | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Katie Black | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Brent Graham | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Lewis | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Troy Searles | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Van Stinson | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Abby Cochran | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Willie Mount | ||||||||
| At large | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $381,954 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $4,504,039 | AllOtherContributionsAmt |
| Total Contributions | $4,504,039 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trustee Management Fees | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $1,118,676 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,118,676 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,189,478 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,418,327 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $998,272 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,420,055 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,420,055 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,232,248 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,892 | TotalAmt |
| Program Services | $1,011,892 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,954 | TotalAmt |
| Management And General | $381,954 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,514 | TotalAmt |
| Management And General | $364,514 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,382 | TotalAmt |
| Management And General | $66,382 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,131 | TotalAmt |
| Management And General | $39,131 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,107 | TotalAmt |
| Management And General | $54,107 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,118 | TotalAmt |
| Management And General | $3,118 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,973 | TotalAmt |
| Management And General | $23,973 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,975 | TotalAmt |
| Management And General | $14,975 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,825 | TotalAmt |
| Program Services | $78,825 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,522 | TotalAmt |
| Management And General | $108,522 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,115 | TotalAmt |
| Program Services | $39,115 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,668 | TotalAmt |
| Program Services | $24,668 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,890 | TotalAmt |
| Management And General | $9,890 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,497 | TotalAmt |
| Management And General | $43,497 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distribution to endowment and trust beneficiaries | Desc |
| Total | $2,418,327 | TotalAmt |
| Program Services | $2,418,327 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,089 | TotalAmt |
| Management And General | $2,089 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,684,979 | TotalAmt |
| Program Services | $3,572,827 | ProgramServicesAmt |
| Management And General | $1,112,152 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,693 | BOYAmt |
| EOY | $4,098,273 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,974,459 | BOYAmt |
| EOY | $2,083,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,448 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,613 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,725 | BOYAmt |
| EOY | $14,835 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,289,829 | BOYAmt |
| EOY | $53,255,745 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,482 | BOYAmt |
| EOY | $506,608 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,782,188 | BOYAmt |
| EOY | $59,958,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,454 | BOYAmt |
| EOY | $5,956 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,135,790 | BOYAmt |
| EOY | $2,238,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,143,244 | BOYAmt |
| EOY | $2,244,141 | 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 | $10,166,650 | BOYAmt |
| EOY | $11,921,551 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,472,294 | BOYAmt |
| EOY | $45,792,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,638,944 | BOYAmt |
| EOY | $57,714,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,782,188 | BOYAmt |
| EOY | $59,958,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,547,269 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,528,249 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,443,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,925,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,294,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,126,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,504,439 | CurrentTaxYearAmt |
| Total | $13,293,644 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,443,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,925,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,294,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,126,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,504,439 | CurrentTaxYearAmt |
| Total | $13,293,644 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,293,644 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,525,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,666,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $781,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,048,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,189,478 | CurrentTaxYearAmt |
| Total | $6,211,116 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $930,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $887,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,098,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,199,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,118,675 | CurrentTaxYearAmt |
| Total | $5,234,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,739,339 | TotalSupportAmt |
| Public Support CY170 | 0.53730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 21 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,325,015 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $642,120 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,392,737 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,472,294 | BeginningYearBalanceAmt |
| Contributions | $3,434,252 | ContributionsAmt |
| Investment Earnings Or Losses | $4,304,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,418,327 | OtherExpendituresAmt |
| End Year Balance | $45,792,911 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,226,381 | BeginningYearBalanceAmt |
| Contributions | $681,470 | ContributionsAmt |
| Investment Earnings Or Losses | $4,184,283 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,619,840 | OtherExpendituresAmt |
| End Year Balance | $40,472,294 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,024,850 | BeginningYearBalanceAmt |
| Contributions | $1,791,739 | ContributionsAmt |
| Investment Earnings Or Losses | $4,145,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,735,835 | OtherExpendituresAmt |
| End Year Balance | $37,226,381 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,754,062 | BeginningYearBalanceAmt |
| Contributions | $1,309,254 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,504,860 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,533,606 | OtherExpendituresAmt |
| End Year Balance | $34,024,850 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,585,420 | BeginningYearBalanceAmt |
| Contributions | $1,037,556 | ContributionsAmt |
| Investment Earnings Or Losses | $5,940,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,809,268 | OtherExpendituresAmt |
| End Year Balance | $40,754,062 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,448 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,613 | DepreciationAmt |
| Book Value | $14,835 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,835 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| PV of expected payout to trust beneficiaries | $2,238,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,238,185 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Louisiana Conference UMC | |||||||
| 527 North Blvd | Baton Rouge | LA | 70802 | 237188652 | 501c3 | $390,153 | Operations |
| First Methodist Coushatta | |||||||
| PO BOX 487 | Coushatta | LA | 710900487 | 920650358 | 501c3 | $33,100 | Operations |
| Hope MInistries | |||||||
| 4643 Winbourne Ave | Baton Rouge | LA | 70805 | 721245521 | 501c3 | $60,000 | Operations |
| La Methodist Childrens Home | |||||||
| PO BOX 929 | Ruston | LA | 71270 | 720735081 | 501c3 | $36,600 | Operations |
| Tiger Athletic Foundation | |||||||
| PO BOX 711 | Baton Rouge | LA | 70821 | 721004960 | 501c3 | $50,000 | Operations |
| Waldheim Methodist | |||||||
| 77067 Hwy 21 | Covington | LA | 70435 | 920621433 | 501c3 | $9,200 | Operations |
| Black Mountain Home | |||||||
| 80 Lake Eden Rd | Black Mountain | NC | 28711 | 560538018 | 501c3 | $5,000 | Operations |
| Trinity Methodist | |||||||
| 1000 Woodward Ave | Ruston | LA | 71270 | 720562030 | 501c3 | $27,200 | Operations |
| Habitat For Humanity | |||||||
| 5500 Florida Blvd 200 | Baton Rouge | LA | 70802 | 721141747 | 501c3 | $10,000 | Operations |
| Salvation Army | |||||||
| 3020 Legion Street | Lake Charles | LA | 70615 | 580660607 | 501c3 | $50,000 | Operations |
| Turning Point USA | |||||||
| 4940 E Beverly Rd | Phoenix | AZ | 85044 | 800835023 | 501c3 | $250,000 | Operations |
| Texas Hill Country Comm Church | |||||||
| 241 Earl Garrett | Kerrville | TX | 78028 | 742225369 | 501c3 | $41,500 | Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt |
|---|
| Christopher Spencer |
| President |
| Tracie Wharton |
| Controller |
Schedule L IRS990ScheduleL
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VIII, Section 2, Line 2A | We charge and admin fee to manage trusts and endowments. The fee ranges from .30 to .75 per annum |
| Form 990, Part VI, Section C, Line 19 | We have a subscription with Guidestar to provide our 990 to the public. Our governing documents are recorded with the Louisiana Secretary of State |