2024-04-18T10:26:04-00:00 2023-12-31 990 2023-01-01 720779104 United Methodist Foundation of Louisiana Inc UNIT 2259369210 8337 Jefferson Hwy Baton Rouge LA 70809 Tracie H Wharton Controller 2259369210 2024-04-30 false Tracie Wharton XXX-XX-XXXX 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z Tracie H Wharton 18131 Rolling Wood Baton Rouge LA 70817 7909173 false X umf.org X 1975 LA Support the ministries of the Methodist church through planned giving services - trusts and endowments 18 17 8 11 0 2925068 3294227 887808 1098101 2299901 1412805 0 6112777 5805133 1574481 733484 0 881441 835872 0 0 2856646 2972815 5312568 4542171 800209 1262962 43538841 48536375 3098115 2415959 40440726 46120416 Support the ministries of the Methodist church through planned giving services - trusts and endowments false false 3534789 733484 5805133 Act as trustee for endowments and planned gifts that benefit Methodist ministries in the state of Louisiana. We distributed 2,735,835 in income earned on endowments during 2023. We also maintain donor advised funds that provided program support grants of 228,350 to Methodist ministries in 2023. An additional 80,650 in grants were made from donor advised funds to support local non-profits in 2023. 3534789 true false false false false true false false true true true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false true 14 0 true 8 true false false false false false false false false false false false false X 18 17 false false false false false false false true true false false false true true false true true false false false X X X UMFLA 2259369210 8337 Jefferson Hwy Baton Rouge LA 70809 Christopher Spencer President 040.00 X X X X 193622 0 0 Tracie Wharton Controller 040.00 X X X 146448 0 0 Robert Fahey Chair 002.00 X X 0 0 0 Rev JoAnn Cooper Vice Chair 001.00 X 0 0 0 Sandra Kuykendall Secretary 001.00 X 0 0 0 Omer Davis Treasurer 002.00 X 0 0 0 Rev Drew Sutton Grants Chair 003.00 X 0 0 0 Rev John Robert Black At large 001.00 X 0 0 0 Nettles Brown At large 001.00 X 0 0 0 Rev Clifton Conrad At large 001.00 X 0 0 0 Joe Crouch At large 001.00 X 0 0 0 Rev Doug DeGraffenried At large 001.00 X 0 0 0 Drew Kennedy At large 001.00 X 0 0 0 Robert Kimbro At large 001.00 X 0 0 0 Eunice LaVigne At large 001.00 X 0 0 0 Richard Lewis At large 001.00 X 0 0 0 Troy Searles At large 001.00 X 0 0 0 Dianne Wilkinson At large 001.00 X 0 0 0 340070 2 false true false X 3294227 3294227 Trustee Management Fees 525920 1098101 1098101 781010 2735835 2104040 631795 631795 5805133 733484 733484 0 0 0 340070 340070 0 346537 346537 62775 62775 36558 36558 49932 49932 1061 1061 1677 1677 17620 17620 0 0 0 28409 28409 102776 102776 0 0 0 17470 17470 0 19591 19591 0 0 12714 12714 28955 28955 Distribution to endowment and trust beneficiaries 2735835 2735835 6707 6707 4542171 3534789 1007382 0 3024257 782577 7929577 5249611 19713 9857 126401 91787 47328 34614 32040387 41977067 477579 482649 43538841 48536375 8932 21830 5097 3084086 2394129 3098115 2415959 X 6415876 8894034 34024850 37226382 40440726 46120416 43538841 48536375 1262962 4416728 X false X false X false false X 1343796 1508449 1443751 2925068 3294227 10515291 1343796 1508449 1443751 2925068 3294227 10515291 10515291 1237495 1169537 1525830 1666084 781010 6379956 721215 758910 930728 887808 1098101 4396762 21292009 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 1328012 309000 4814670 true true false false 34024850 1791739 4145627 2735835 37226381 40754062 1309254 -5504860 2533606 34024850 36585420 1037556 5940354 2809268 40754062 34449926 804412 3215900 1884818 36585420 30374258 507993 5213785 1646110 34449926 0.60000 0.40000 false false 126401 91787 34614 34614 Financial derivatives and other financial products Closely-held equity interests Federal income taxes PV of expected payout to trust beneficiaries 2394129 2394129 10221861 4416728 4416728 5805133 5805133 4542171 4542171 4542171 false Louisiana Conference of the United Methodist Church 527 North Blvd Baton Rouge LA 70802 237188652 501c3 583632 Program Support The Well Community Church PO BOx 145 Loveland CO 80539 814573264 501c3 20000 Program Support YMCA or Northwest LA PO Box 566 Shreveport LA 71162 720408997 501c3 10000 Program Support Living Waters GMC 3028 Ryan Street Lake Charles LA 70601 931763096 501c3 10000 Program Support North Rampart Community Center 1130 N Rampart Street New Orleans LA 70116 260189792 501c3 5000 Program Support Brighton Academy Baton Rouge 12108 Parkmeadow Baton Rouge LA 70816 720734486 501c3 5000 Program Support Tiger Athletic Foundation PMAC N Stadium Baton Rouge LA 70803 721004960 501c3 35000 Program Support Hope Ministries 4643 Winbourne Baton Rouge LA 70805 721245521 501c3 8000 Program Support MacDonnels Childrens Home 8326 Main Street Houma LA 70363 720459031 501c3 5000 Program Support 8 1 true X false false false false false false false false false Christopher Spencer President 193622 193622 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