2025-11-12T11:32:49-07:00 2024-12-31 990 2024-01-01 550545643 UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC UNIT 3043422113 PO Box 3811 Charleston WV 25338 Jeff Taylor President 3043422113 2025-11-12 1 2024 2025-03-06 01:10:19Z Jeff Taylor PO Box 3811 Charleston WV 25338 4642697 0 X www.umfwv.org X 1974 WV To create a culture of generosity by raising, managing, and distributing funds for charitable and religious purposes, with a special interest on United Methodist causes. 22 22 6 0 0 0 341386 620590 0 0 2904677 3480735 456488 541372 3702551 4642697 2435172 2454858 0 0 614770 679660 0 0 412415 439266 434506 3489208 3569024 213343 1073673 140916015 148939766 68599977 73291874 72316038 75647892 The mission of the Foundation is to create a culture of generosity by raising, managing, and distributing funds for charitable and religious purposes, with a special interest on United Methodist causes. 0 0 2703363 2454858 0 To raise, manage, and distribute funds to expand and enhance United Methodist ministry in the name of Jesus Christ. 0 0 0 2703363 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 MD WV X United Methodist Foundation of West Virginia Inc 3043422113 PO Box 3811 Charleston WV 25338 Jeffrey A Taylor President and Trustee 40 X X X 171883 0 64642 Kimberly A Matthews Vice President and Trustee 40 X X X 124460 0 32278 Susannah Carpenter Chief Financial Officer and Trustee 40 X X X 104815 0 38029 Bishop Debra Wallace-Padgett Honorary Chairperson 1 X X 0 0 0 Michael Perkins Chairperson 1 X X 0 0 0 Kristi Wilkerson Vice Chairperson 1 X X 0 0 0 Judy Raines Treasurer 1 X X 0 0 0 Maribeth Anderson Trustee 1 X 0 0 0 Jarrod Caltrider Trustee 1 X 0 0 0 Louis Constanzo Trustee 1 X 0 0 0 Cheryl Davis Trustee 1 X 0 0 0 Eric Erb Trustee 1 X 0 0 0 Michael Flowers Trustee 1 X 0 0 0 Lauren Godwin Trustee 1 X 0 0 0 Aliene Lee Trustee 1 X 0 0 0 Neil Leftwich Trustee 1 X 0 0 0 Teresa Markins Trustee 1 X 0 0 0 Barbara McDowell Trustee 1 X 0 0 0 Patricia Mick Trustee 1 X 0 0 0 Jamie O'Brien Trustee 1 X 0 0 0 Gina Palmer Trustee 1 X 0 0 0 Edward A Sisson Trustee 1 X 0 0 0 Emily Steele Trustee 1 X 0 0 0 James Wadsworth Trustee 1 X 0 0 0 Jeffrey Welshonce Trustee 1 X 0 0 0 401158 0 134949 3 0 1 0 0 0 0 0 0 0 620590 0 620590 0 0 0 0 0 2036507 2036507 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1444228 0 0 0 1444228 0 1444228 1444228 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 541372 541372 0 0 541372 4642697 4022107 0 0 2320091 2320091 133255 133255 1512 1512 0 0 402325 99735 163470 139120 0 0 0 0 97128 19374 33679 44075 44572 10697 17383 16492 110927 26622 43262 41043 24708 5930 9636 9142 0 0 0 0 0 0 0 0 40222 0 40222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16790 5037 0 11753 29523 10333 10333 8857 79302 15860 35686 27756 0 0 0 0 74476 14895 22343 37238 33327 11664 4999 16664 0 0 0 0 43203 6480 15121 21602 0 0 0 0 0 0 0 0 25881 0 25881 0 26278 3942 18394 3942 Printing 28713 8614 1436 18663 Communications 9292 2323 2788 4181 Staff Training 7257 2177 2540 2540 Postage 15480 3870 4644 6966 4762 952 1429 2381 3569024 2703363 453246 412415 792342 1417996 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 183968 117026 86133 66942 36163 29240 140001377 147425588 0 0 0 140916015 148939766 0 0 0 0 0 0 0 0 65591548 70216663 0 0 0 0 3008429 3075211 68599977 73291874 X 6264311 6883489 66051727 68764403 72316038 75647892 140916015 148939766 1073673 2258181 0 0 0 0 X 1 X 1 X 1 0 X 1610272 3083618 669949 341386 620590 6325815 0 0 0 0 0 0 0 0 0 0 0 0 1610272 3083618 669949 341386 620590 6325815 1290976 5034839 1150955 1320058 1669305 1798034 2036507 7974859 0 0 0 0 0 0 0 0 0 0 0 0 14300674 0 0.35207 0.40052 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 0 64470 0 132365 0 2407135 0 1 1 0 1 X 66924071 488445 5350143 2414344 0 554642 69793673 61228324 149079 8451149 2396826 0 507655 66924071 75219222 427007 -11662249 2234472 0 521184 61228324 67815124 4366108 5593236 1971086 0 584160 75219222 59053486 1042147 10159520 1961687 0 478342 67815124 0.04 0.63 0.33 0 0 0 0 0 0 0 0 0 11944 0 6494 5450 0 0 0 0 172024 0 110532 61492 66942 0 0 Wespath Securities 147425588 F 147425588 0 Gift Annuity and Unitrust 3075211 3075211 6920746 2243538 0 0 34511 2278049 4642697 0 0 0 4642697 3540737 0 0 0 -28287 -28287 3569024 0 0 0 3569024 Schedule D, Part IV, Line 2b Custodial accounts represent deposits held by the Foundation on behalf of others for investment purposes. These accounts are governed by agreements whereby the funds may be withdrawn by the depositor or directed to another custodian upon delivery of written notice to the Foundation in accordance with the terms of the underlying agreement. Schedule D, Part V, Line 4 To provide support for ongoing and future ministry across the State of West Virginia and Garrett County Maryland. Schedule D, Part XI, Line 2d The Foundation had a change in value of split interest agreements in the audited financial statements. Form 990 and all accompanying schedules were prepared using the modified cash basis. Schedule D, Part XII, Line 2d The Foundation accrued expenses for the audit. Form 990 and all accompanying schedules were prepared using the modified cash basis. 1 West Virginia Wesleyan College 59 College Ave Buckhannon WV 26201 000000000 101104 United Methodist Ministry Pension Funds Inc Treasurer PO Box 2469 Charleston WV 253292469 000000000 98102 Pension Funding Duffey Memorial Methodist Church 100 N Elm St Moorefield WV 268361120 000000000 76425 United Methodist Ministry Burlington United Methodist Family Services Inc Beckley Campus 4700 Robert C Byrd Dr Beckley WV 258018120 000000000 67418 United Methodist Ministry Christ United Methodist Church Weirton Treasurer PO Box 2149 Weirton WV 260621349 000000000 66030 United Methodist Ministry Burlington United Methodist Family Services Inc 120 Hope Lane PO Box 69 Burlington WV 26710 000000000 53594 United Methodist Ministry Heart and Hand Outreach Ministries Inc 212 D St South Charleston WV 25303 000000000 44344 United Methodist Ministry United Methodist Committee on Relief Ponce de Leon Ave NE Bldg A Ste 1 Bldg A Ste 1 Attn Cash Receipts Atlanta GA 30308 000000000 43941 Recovery Ministry City National Bank Trust Department Trust Department 1 Park Ave Beckley WV 25801 000000000 37028 United Methodist Ministry Wesley Theological Seminary 4500 Massachusetts Avenue NW Washington DC 20016 000000000 34813 United Methodist Ministry Conference Treasurer P O Box 2469 710 Braxton St Charleston WV 25329 000000000 32631 United Methodist Ministry St Andrew United Methodist Church St Albans 815 Kanawha Ter Saint Albans WV 251772955 000000000 32037 United Methodist Ministry West Hamlin United Methodist Church PO Box 328 4500 Massachusetts Avenue NW West Hamlin WV 255710328 000000000 31880 United Methodist Ministry Gassaway United Methodist Church 710 Braxton St Gassaway WV 266241110 000000000 30524 United Methodist Ministry John Stewart United Methodist Church 102 Jones Street Bluefield WV 24701 000000000 25500 United Methodist Ministry United Methodist Temple Beckley 201 Templeview Dr Beckley WV 258017125 000000000 25226 United Methodist Ministry House Of The Carpenter Inc 200 S Front St Wheeling WV 260032006 000000000 24113 United Methodist Ministry Lewisburg United Methodist Church PO Box 69 Lewisburg WV 249010069 000000000 23704 United Methodist Ministry Central United Methodist Church Fairmont 301 Fairmont Ave Fairmont WV 265542712 000000000 23517 United Methodist Ministry Johnson Memorial United Methodist Church 513 10th Street Huntington WV 25701 000000000 21047 United Methodist Ministry Scott's Run Settlement House PO Box 590 Pursglove WV 265460590 000000000 17424 United Methodist Ministry Upshur Cooperative Parish Inc 68 College Avenue Buckhannon WV 26201 000000000 17281 United Methodist Ministry First United Methodist Church Buckhannon 52 S Florida St Buckhannon WV 262012672 000000000 16953 United Methodist Ministry Bethesda United Methodist Church Ona 518 Hollow Road Ona WV 25545 000000000 16000 United Methodist Ministry St Marks United Methodist Church Charleston 900 Washington St E Charleston WV 253011766 000000000 15011 United Methodist Ministry Mullens Area Public Library 102 4th Street Mullens WV 25882 000000000 14977 To improve Mullens Library First United Methodist Church Huntington 1124 5th Ave Huntington WV 257012205 000000000 13903 United Methodist Ministry First United Methodist Church Romney 49 N High St Romney WV 267571618 000000000 13027 United Methodist Ministry Dunbar United Methodist Church 1401 Myers Ave Dunbar WV 250642928 000000000 12331 United Methodist Ministry Big Blue Wardensville Inc PO Box 374 Wardensville WV 26851 000000000 12000 United Methodist Ministry Stout Memorial United Methodist Church 3329 Broad St Parkersburg WV 261042642 000000000 10969 United Methodist Ministry Follansbee United Methodist Church 112 Brooke View Drive Follansbee WV 260371102 000000000 10435 United Methodist Ministry WV Conference Hunger Grant #221 PO Box 2469 Charleston WV 25329 000000000 10406 United Methodist Ministry Beverly United Methodist Church PO Box 130 Beverly WV 262530130 000000000 10100 United Methodist Ministry Jones United Methodist Church 333 Green Street Morgantown WV 26501 000000000 10000 United Methodist Ministry Knottsville Charge 49 Sandy Creek RD Grafton WV 26354 000000000 10000 United Methodist Ministry Mosaic Church a United Methodist Community 5729 Beverly Pike Grafton WV 26354 000000000 10000 United Methodist Ministry Chapel Hill United Methodist Church 88 S Kanawha St Buckhannon WV 262012635 000000000 9670 United Methodist Ministry Clendenin United Methodist Church Pastor PO Box 686 Clendenin WV 250450686 000000000 9437 United Methodist Ministry Tyrand Cooperative Ministries PO Box 365 Mill Creek WV 26280 000000000 9284 United Methodist Ministry Barrackville United Methodist Church PO Box 186 Barrackville WV 26559 000000000 8973 United Methodist Ministry Concord United Methodist Church Athens Treasurer PO Box 746 Athens WV 247120746 000000000 8859 United Methodist Ministry First United Methodist Church Barboursville 615 Water St Barboursville WV 255041318 000000000 8470 United Methodist Ministry Newton United Methodist Church 12373 Clay Road Newton WV 25266 000000000 8006 United Methodist Ministry United Methodist Higher Education Foundation PO Box 340005 Nashville TN 372030005 000000000 8000 Higher Education First United Methodist Church Shinnston 64 Rebecca St Shinnston WV 264311454 000000000 7982 United Methodist Ministry Mary's Cradle 401 College Avenue Bluefiled WV 24701 000000000 7962 United Methodist Ministry Marshall University Wesley Campus Ministry 1 John Marshall Drive Huntington WV 25755 000000000 7850 United Methodist Ministry Heart and Hand House Inc PO Box 128 Philippi WV 264160128 000000000 7559 United Methodist Ministry Mt Olivet United Methodist Church 162 Fairmont Pike Wheeling WV 260031327 000000000 7000 United Methodist Ministry Trinity United Methodist Church Fairmont PO Box 651 Fairmont WV 26555 000000000 6925 United Methodist Ministry Heaston United Methodist Church 1592 Murphy Station Road Buckhannon WV 26201 000000000 6580 United Methodist Ministry Enterprise United Methodist Church 1237 East Pike St Shinnston WV 26431 000000000 6577 United Methodist Ministry West Virginia Symphony PO Box 2292 Charleston WV 25328 000000000 6500 United Methodist Ministry Suncrest United Methodist Church 479 Van Voorhis Rd Morgantown WV 265053408 000000000 6430 United Methodist Ministry Elizabeth United Methodist Church PO Box 549 Elizabeth WV 261430549 000000000 6301 United Methodist Ministry WVU Extension PO Box 6031 Morgantown WV 26506 000000000 6225 United Methodist Ministry Gilgal United Methodist Church PO Box 511 Mt Nebo WV 26679 000000000 6000 United Methodist Ministry West Virginia Voluntary Organizations Active in Disaster 2700 E Dupont Ave Ste 14 Belle WV 250151842 000000000 6000 Disaster Relief Asbury Woods PO Box 1182 Barboursville WV 25504 000000000 5806 United Methodist Ministry Trinity United Methodist Church Fort Ashby United Women In Faith PO Box 1080 Fort Ashby WV 26719 000000000 5800 United Methodist Ministry Christ Church United Methodist Charleston 1221 Quarrier St Charleston WV 253011809 000000000 5774 United Methodist Ministry New Martinsville United Methodist Church 10 Howard Jeffers Drive New Martinsville WV 26155 000000000 5718 United Methodist Ministry Western Pennsylvania Annual Conference PO Box 5002 Cranberry Township PA 16066 000000000 5500 United Methodist Ministry Trinity United Methodist Church Point Pleasant PO Box 228 Point Pleasant WV 255500228 000000000 5091 United Methodist Ministry 65 0 Scholarship is for students attending seminary. The selection of the scholarship recipient is made by the Trustees of the United Methodist Foundation of West Virginia, Inc. 1 10206 0 Scholarship is for students attending seminary. The selection of the scholarship recipient is made by the Trustees of the United Methodist Foundation of West Virginia, Inc. 1 8033 0 Scholarship is for students attending seminary. The selection of the scholarship recipient is made by the Trustees of the United Methodist Foundation of West Virginia, Inc. 1 7994 0 Scholarship is for students attending seminary. The selection of the scholarship recipient is made by the Trustees of the United Methodist Foundation of West Virginia, Inc. 1 7029 0 Schedule I, Part I, Line 2 Distributions are made in accordance with the terms of the trust document and/or other writings expressing the donors' intentions, such as a last will and testament. In the case of trusts that do not have a specific agreement, the Board of Trustees controls distribution. In addition to our self-monitoring of distributions, an annual independent audit reviews distributions against trust documents. X 1 0 X X X X 0 0 0 0 0 0 0 0 0 Jeffrey A Taylor President and Trustee 171883 0 0 0 64642 0 0 0 0 0 236525 0 0 Kimberly A Matthews Vice President and Trustee 124460 0 0 0 32278 0 0 0 0 0 156738 0 0 0 Schedule J, Part I, Line 1a The President of the Foundation is an ordained minister and has accepted an appointment to serve the Foundation. Section 107 of the Internal Revenue Code specifies that the amount of ministers' compensation that is designated in advance by their employer as a housing allowance is not taxable in computing federal income taxes to the extent that it is used to pay for actual expenses incurred in owning or renting a home or apartment, and, in the case of ministers who own their home, does not exceed the fair rental value and maintenance of the home. Form 990, Part VI, Section B, Line 11b The Foundation reviews the filing and makes it available to the Board for review. Form 990, Part VI, Section B, Line 15 The Foundation Leadership and Administration Committee reviews salary comparisons for similar positions in the same region. Form 990, Part VI, Section C, Line 19 The Foundation will make its governing documents, conflict of interest policy, and financial statements available to the public upon request.