2026-05-12T11:35:42-05:00 2025-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2025-01-01 756042162 FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION INC FIRS 8176392367 640 TAYLOR STREET SUITE 2510 FORT WORTH TX 76102 RICHARD DEBERRY PRESIDENT 8176392367 2026-05-07 1 SARA BURKHART P01435955 9724901970 2025 2025-03-06 01:10:19Z RICHARD DEBERRY 640 TAYLOR STREET SUITE 2510 FORT WORTH TX 76102 26221659 0 X WWW.FMCFOUNDATION.ORG X 1964 TX TO PROVIDE FUNDS FOR FIRST UNITED METHODIST CHURCH OF FORT WORTH 19 19 2 23 0 0 28383 42338 0 0 4951420 4144351 822060 1002788 5801863 5189477 3067946 3447180 0 0 438371 477984 0 0 0 618885 674904 4125202 4600068 1676661 589409 101236897 106684589 583779 629039 100653118 106055550 X 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. 0 0 3447180 3447180 SEE SCHEDULE O FOR NARRATIVE: 3447180 1 1 0 0 0 1 0 0 1 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SID JOHNSTON 8176392367 640 TAYLOR STREET SUITE 2510 FORT WORTH TX 76102 BRIAN BELL DIRECTOR 0.30 X 0 0 0 LOU ANN BLAYLOCK DIRECTOR EMERITI 0.30 X 0 0 0 LEE BLOEMENDAL MD DIRECTOR EMERITI 0.30 X 0 0 0 VERNON BRYANT JR DIRECTOR EMERITI 0.30 X 0 0 0 DAVID DOLL DIRECTOR 0.30 X 0 0 0 JENNY HOLMANN DIRECTOR 0.30 X 0 0 0 COURTNEY HOLM DIRECTOR 0.30 X 0 0 0 KENNETH H JONES JR DIRECTOR EMERITI 0.30 X 0 0 0 MANDI NOSS DIRECTOR 0.30 X 0 0 0 ALICIA RATTIKIN LINDSEY DIRECTOR 0.30 X 0 0 0 JOHN MADDUX DIRECTOR EMERITI 0.30 X 0 0 0 GREGORY W MONROE DIRECTOR 0.30 X 0 0 0 HENRY B PAUP DIRECTOR EMERITI 0.30 X 0 0 0 JOHN R THOMPSON JR DIRECTOR EMERITI 0.30 X 0 0 0 NATHAN VASSEUR DIRECTOR 0.30 X 0 0 0 CYE WAGNER DIRECTOR 0.30 X 0 0 0 RICHARD DEBERRY VICE PRESIDENT 1.00 X X 0 0 0 MICHELLE HOLLOWAY DIRECTOR/SECRETARY 0.30 X X 0 0 0 ASHLEY JOHNSON PRESIDENT 2.00 X X 0 0 0 SID JOHNSTON EXECUTIVE DIRECTOR 50.00 X 296442 0 26400 296442 0 26400 1 0 1 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE STREET STE 1600 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT SERVICES 420330 1 42338 42338 2111790 2111790 811270 811270 179364 0 179364 179364 179364 23064743 21032182 2032561 2032561 2032561 MISCELLANEOUS INCOME 900099 12154 12154 12154 5189477 0 0 5147139 3447180 3447180 322842 322842 92829 92829 11717 11717 24835 24835 25761 25761 738 738 75196 75196 429260 429260 199 199 15872 15872 52818 52818 29385 29385 12 12 6120 6120 24867 24867 AD VALOREM TAXES 27948 27948 DUES & SUBSCRIPTIONS 8151 8151 O&G PROFESSIONAL EXPENS 4295 4295 MISCELLANEOUS EXPENSES 43 43 4600068 3447180 1152888 0 40803 25 2207 2533 110043 109473 1050 1050 98520804 103374679 2561990 3196829 101236897 106684589 5998 5645 577781 623394 583779 629039 X 94635082 99581872 6018036 6473678 100653118 106055550 101236897 106684589 X 589409 4613841 199182 X X 0 1 X 1 0 X X 1 FIRST UNITED METHODIST CHURCH OF FORT WORTH INC 750800645 1 1 3447180 0 1 3447180 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 3349313 2032561 0 0 2424167 3139578 5773480 5172139 0 0 29153 27948 403686 429260 5340641 4714931 94439365 101306889 40453 23071 2282196 1806228 96762014 103136188 0 0 0 96762014 103136188 1451430 1547043 95310584 101589145 3335870 3555620 0 0 3335870 3555620 5340641 4539545 3335870 4539545 0 4539545 3447180 0 0 0 0 3447180 3447180 4539545 75.940000000000 4539545 0 0 0 0 733551 3067946 3801497 0 3801497 0 0 3447180 0 738048 2709132 0 0 2709132 0 0 0 0 2709132 SCHEDULE A, PART IV, SECTION D, LINE 3 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 178858 1 1 0 1 X 4265960 15000 364043 45531 4599472 3763140 668 542609 40457 4265960 3278181 50000 477694 42735 3763140 4006048 -669776 58091 3278181 3306142 10200 752123 62417 4006048 0.28014 0.71986 0 0 0 SHORT-TERM FUND INVESTMENTS 659908 F DOMESTIC CORPORATE OBLIGATIONS 31810687 F EQUITY MUTUAL FUNDS 4362614 F COMMON STOCK 66541470 F 103374679 X 9374058 4613841 4613841 4760217 429260 429260 5189477 4170808 0 4170808 429260 429260 4600068 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, 2025 AND 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 FIRST UNITED METHODIST CHURCH OF FORT WORTH INC 800 W 5TH ST FORT WORTH TX 76102 750800645 501(C)(3) 3447180 0 GENERAL FINANCIAL SUPPORT. 1 X 0 0 0 0 0 0 0 0 0 SID JOHNSTON EXECUTIVE DIRECTOR 296442 0 0 0 0 0 24000 0 2400 0 322842 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE AMENDED BYLAWS OF THE FIRST METHODIST CHURCH OF FORT WORTH FOUNDATION, INC. WERE APPROVED IN DECEMBER 2025. THE PRINCIPAL REVISION ADDS AN ATTENDANCE REQUIREMENT FOR EMERITUS MEMBERS: EACH MUST ATTEND AT LEAST ONE BOARD OR COMMITTEE MEETING DURING THE CALENDAR YEAR, WITH PARTICIPATION PERMITTED VIA TELECONFERENCE OR ZOOM. FAILURE TO MEET THIS REQUIREMENT WILL RESULT IN THE EMERITUS MEMBER ROLLING OFF THE BOARD. THIS PROVISION IS TO ENSURE THAT EMERITUS MEMBERS, WHO ARE ELECTED FOR THEIR SIGNIFICANT HISTORICAL KNOWLEDGE AND SERVICE TO THE FOUNDATION, REMAIN ACTIVELY ENGAGED AND CONTRIBUTE THEIR EXPERIENCE TO BOARD OF DIRECTORS. 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: 2024 UPDATED FMV FOR O&G MINERAL INTERESTS -627,607. 2025 UPDATED FMV FOR O&G MINERAL INTERESTS 826,789. 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 $75.5 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 2025, THE FOUNDATION RELEASED OVER $3.45 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 CONTINUED WORK ON THE IT PROJECT, 2025 PLANNED HVAC REPLACEMENTS, NEW TELEPHONE SYSTEM, NEW FENCE AT LYLE LODGE, NEW CHURCH INTERCOM SYSTEM, MAIN BUILDING ROOF RESTORATION, FOUNDATION BUILDING WATER DAMAGE REPAIR, CHAPEL WATERPROOFINGS, AND SANCTUARY LIGHTING REWIRING. 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. FIRST UNITED METHODIST CHURCH OF FORT WORTH INC 800 W 5TH ST FORT WORTH TX 76102 750800645 RELIGIOUS SERVICES TX 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FIRST UNITED METHODIST CHURCH OF FORT WORTH B 3447180