2025-01-16T16:49:36-05:00 2024-06-30 464116137 THE BRITTINGHAM GROUP LLP PO BOX 5949 WEST COLUMBIA SC 291715949 990 2023-07-01 570687517 SOUTH CAROLINA UNITED METHODIST FOUNDATION INC SOUT 8037719125 POST OFFICE BOX 5087 COLUMBIA SC 292505087 THE REVEREND ROBERT M VINCENT PRESIDENT 8037719125 2024-12-17 true true HARRY D DELOACH P00592698 8037393090 2025-01-16 X 2023 2024-10-15 13:58:12Z THE REVEREND ROBERT M VINCENT POST OFFICE BOX 5087 COLUMBIA SC 292505087 2897858 false X NONE X 1977 SC PROVIDE ENDOWMENT FOR UNITED METHODIST INSTITUTIONS. 14 13 2 0 241795 1188572 49425 49246 738362 824384 0 1029582 2062202 493957 466311 0 206666 210906 0 0 51805 49991 752428 727208 277154 1334994 27776796 31348522 9995665 10127849 17781131 21220673 PROVIDE ENDOWMENT FOR UNITED METHODIST INSTITUTIONS. false false 62071 62071 PROVIDING ENDOWMENT FOR SEVEN UNITED METHODIST AFFILIATED INSTITUTIONS. 404240 404240 PROVIDING SUPPORT TO UNITED METHODIST AFFILIATED INSTITUTIONS, ORGANIZATIONS AND STUDENTS. 466311 true true false false false false false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 13 0 2 true false false false false false false false false false false false false false false X 14 13 false false false false false false false true true false false false true true true true true true false false X THE REVEREND ROBERT M VINCENT 8037719125 POST OFFICE BOX 5087 COLUMBIA SC 292505087 THE REVEREND MICHAEL E BOWERS DIRECTOR 1.00 X 0 0 0 MRS MARY ANN S CREWS DIRECTOR 1.00 X 0 0 0 THE REVEREND EUGENE L CURRY DIRECTOR 1.00 X 0 0 0 THE REVEREND DR ROBIN DEASE DIRECTOR 1.00 X 0 0 0 MR JAMES C HARDIN III SECRETARY 1.00 X X 0 0 0 DR JOSEPH E HEYWARD DIRECTOR 1.00 X 0 0 0 BISHOP L JONATHAN HOLSTON DIRECTOR 1.00 X 0 0 0 THE REVEREND R WAYNE HORNE CHAIRPERSON 1.00 X X 0 0 0 THE REVEREND MILTON L MCGUIRT DIRECTOR 1.00 X 0 0 0 THE REVEREND DR TED R MORTON JR DIRECTOR 1.00 X 0 0 0 MR D SMITH PATTERSON TREASURER 1.00 X X 0 0 0 MR TIM ROGERS DIRECTOR 1.00 X 0 0 0 THE REVEREND ROBERT M VINCENT PRESIDENT 40.00 X X 124913 0 23814 THE REVEREND TONI L WHITE VICE CHAIRPE 1.00 X X 0 0 0 124913 23814 1 false false false 1188572 1188572 MANAGEMENT FEES 49246 49246 49246 842535 842535 817505 835656 -18151 -18151 -18151 2062202 31095 842535 384311 384311 82000 82000 148727 148727 58101 58101 4078 4078 9250 9250 925 925 5345 5345 18183 18183 3842 3842 680 680 CONTINGENCY EXPENSES 11766 11766 727208 466311 260897 0 1615312 1753843 97321 118547 49877 27281 22628 22596 25502177 29198243 539358 255293 27776796 31348522 774233 946763 9221432 9181086 9995665 10127849 X 387299 405178 17393832 20815495 17781131 21220673 27776796 31348522 X 1334994 2094555 9993 X false true X true false X X 7 CLAFLIN UNIVERSITY CLAFLIN UNIVERSITY 570314374 2 true 1000 0 COLUMBIA COLLEGE COLUMBIA COLLEGE 570324915 2 true 2930 0 EPWORTH CHILDRENS HOME EPWORTH CHILDRENS HOME 570314389 10 true 10062 0 SPARTANBURG METHODIST COLLEGE SPARTANBURG METHODIST COLLEGE 570314415 2 true 4041 0 UNITED METHODIST MANOR OF THE PEE DEE UNITED METHODIST MANOR OF THE PEE DEE 570762944 1 true 13865 0 WESLEY COMMONS WESLEY COMMONS 570524661 10 true 24230 0 WOFFORD COLLEGE WOFFORD COLLEGE 570314422 2 true 5943 0 7 62071 0 true false false false false false false false false false false false false false false true false PART I, LINE 11H WESLEY COMMONS 57-0524661 10 X 24,230 0 WOFFORD COLLEGE 57-0314422 2 X 5,943 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17378965 1153392 2485636 256960 56631 20704402 16243675 241795 1157394 216621 47278 17378965 20131298 1138647 -4753551 226647 46071 16243676 16160933 172820 3978392 144751 36096 20131298 14970679 229496 1156689 160897 35034 16160933 0.59580 0.40420 false false 19680 19680 30197 27281 2916 22596 ASSETS UNDER MANAGEMENT AGREEMENTS 8868768 DUE TO OTHER FUNDS 211129 ANNUITY CONTRACTS PAYABLE 101189 9181086 X 4166750 2094555 9993 2104548 2062202 2062202 727208 727208 727208 SCHEDULE D, PAGE 3, PART X THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC"). HOWEVER, IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). THE TAX YEARS ENDING JUNE 30, 2024, 2023, 2022, AND 2021 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. SCHEDULE D, PAGE 4, PART XI, LINE 2D ADJ TO REMAINDER BENEFICIARIES 1,357 ACTUARIAL ADJUSTMENT 8,636 true EPWORTH CHILDRENS HOME EPWORTH CHILDRENS HOME 2900 MILLWOOD AVENUE 2900 MILLWOOD AVENUE COLUMBIA SC 29205 570314389 501C3 10062 SUPPORT FIRST UNITED METHODIST CHURCH PO BOX 608 LANCASTER SC 29721 576006398 501C3 12000 SUPPORT INDIA HOOK UNITED METHODIST CHURCH 3300 MT GALLANT RD ROCK HILL SC 29732 570644674 501C3 6357 SUPPORT LATIMER MEMORIAL UMC 200 RIVER STREET BELTON SC 29627 576021286 501C3 6809 SUPPORT PENDLETON UNITED METHODIST CHURCH 217 BROAD STREET PENDLETON SC 29670 570761667 501C3 6110 SUPPORT SAMPIT UMC 144 KENT ROAD GEORGETOWN SC 29440 571089175 501C3 6000 SUPPORT UM MANOR OF THE PEE DEE 2100 TWIN CHURCH ROAD FLORENCE SC 295018200 570762944 501C3 13865 SUPPORT WESLEY COMMONS 1110 MARSHALL ROAD GREENWOOD SC 29646 570524661 501C3 24230 SUPPORT WOFFORD COLLEGE 429 N CHURCH STREET SPARTANBURG SC 29203 570314422 501C3 5943 SUPPORT PICKENS HIGH SCHOOL 150 TORCH DRIVE PICKENS SC 29671 576001613 501C3 7118 SUPPORT LIBERTY HIGH SCHOOL 124 RED DEVIL DRIVE LIBERTY SC 29657 576001613 501C3 7118 SUPPORT SCHOLARSHIPS 9 82000 CASH SCHEDULE I, PAGE 1, PART I, LINE 2 AWARDING OF GRANTS IS MADE WITH APPROVAL OF DIRECTORS IN ACCORDANCE WITH FOUNDATION'S MISSION STATEMENT. FORM 990, PART VI SECTION A, LINE 1A - BOARD OF DIRECTORS DELEGATES AUTHORITY TO ACT ON ITS BEHALF BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD TO AN EXECUTIVE COMMITTEE COMPOSED OF THE PRESIDENT, CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, AND TREASURER OF THE BOARD OF DIRECTORS. THE OPTION TO DO THIS IS ALLOWED IN THE BYLAWS OF THE FOUNDATION. IT IS OPTIONAL. THE BOARD HAS ELECTED TO EFFECT IT EACH YEAR ALTHOUGH THE EXECUTIVE COMMITTEE RARELY FINDS IT NECESSARY TO ACT IN THIS CAPACITY. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY SENIOR MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 12C DISCLOSURE STATEMENT SUBMITTED ANNUALLY BY BOARD MEMBERS AND SENIOR MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 15A ANNUAL REVIEW BY BOARD COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 ADJ TO REMAINDER BENEFICIARIES 1,357 ACTUARIAL ADJUSTMENT 8,636 TOTAL 9,993