2025-10-27T18:07:33-05:00 2024-12-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-01-01 741917834 ALAMO HEIGHTS UNITED METHODIST CHURCH FOUNDATION INC ALAM 2108728432 825 EAST BASSE RD SAN ANTONIO TX 78209 VALERIE SLADE EXECUTIVE DIRECTOR/TREASURER 2108728432 2025-10-27 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z ROGER LIND 825 EAST BASSE RD SAN ANTONIO TX 78209 721548 0 X WWW.AHUMC.ORG X 1977 TX RECEIVE, INVEST AND MANAGE GIFTS TO SUPPORT THE MISSION OF ALAMO HEIGHTS UNITED METHODIST CHURCH. 12 12 0 13 0 0 30830 684951 0 0 14680 36597 0 0 45510 721548 402250 266683 0 0 0 0 0 0 0 3016 11239 405266 277922 -359756 443626 6049878 7341632 2216 0 6047662 7341632 THE FOUNDATION WAS ORGANIZED TO RECEIVE ENDOWMENT GIFTS GIVEN IN SUPPORT OF ALAMO HEIGHTS UNITED METHODIST CHURCH (AHUMC), TO INVEST AND MANAGE THESE FUNDS, TO PROVIDE PERIODIC DISTRIBUTIONS TO AHUMC, AND TO ASSIST IN CARRYING OUT AHUMC'S MISSION. 0 0 266683 266683 THE FOUNDATION SERVES TO SUPPORT THE MINISTRIES OF ALAMO HEIGHTS UNITED TEMPORARILY OR PERMANENTLY RESTRICTED CONTRIBUTIONS TO AHUMC AND SERVES AS CUSTODIAN FOR THESE FUNDS. THE ALAMO HEIGHTS UNITED METHODIST CHURCH FOUNDATION (FOUNDATION) INVESTS THE FUNDS RECEIVED WITH THE TEXAS METHODIST FOUNDATION IN THEIR CHURCH LOAN FUND, AN INTEREST BEARING ACCOUNT, AND IN OTHER EQUITY SECURITIES. THE FOUNDATION PROVIDES ANNUAL DISTRIBUTIONS TO AHUMC FOR ITS OPERATING NEEDS.THROUGHOUT THE PANDEMIC, AND THE CHURCH'S RETURN TO NORMAL OPERATIONS, THE FOUNDATION PROVIDED MAXIMUM FINANCIAL SUPPORT WHILE CONTINUING TO PRUDENTLY MANAGE THE ENDOWMENT. 11239 THE FOUNDATION PROVIDES EDUCATION TO THE ALAMO HEIGHTS UNITED METHODIST CHURCH (AHUMC) CONGREGATION REGARDING PLANNED OR ENDOWMENT GIVING IN ADDITION TO ANNUAL REPORTING REGARDING THE FOUNDATION'S ACTIVITIES. THE AHUMC CONGREGATION IS ALSO OFFERED EDUCATION REGARDING THE BENEFITS OF ESTATE PLANNING AND WILLS. 277922 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 0 0 0 X X VALERIE SLADE 2108728432 825 EAST BASSE RD SAN ANTONIO TX 78209 BILL ARMSTRONG MEMBER 1.00 X 0 0 0 ED BENSON MEMBER 1.00 X 0 0 0 CLARENCE BRAY MEMBER 1.00 X 0 0 0 PAUL DARR MEMBER 1.00 X 0 0 0 ROSS EVANS MEMBER 1.00 X 0 0 0 LAVONNE GARRISON MEMBER 1.00 X 0 0 0 DAVID REED MEMBER 1.00 X 0 0 0 TRACY VARDIMAN MEMBER 1.00 X 0 0 0 ANN WALTON MEMBER 1.00 X 0 0 0 ERIN DRAWERT MEMBER 1.00 X 0 0 0 ROGER LIND CHAIR 1.00 X X 0 0 0 RENEE KIZZIAR SECRETARY 1.00 X X 0 0 0 REV JASON ADAMS SENIOR PASTOR 1.00 39.00 X 0 103323 90906 VALERIE SLADE EXECUTIVE DIRECTOR/TREASURER 1.00 39.00 X 0 56159 18151 0 159482 109057 0 0 1 0 0 630000 54951 684951 36597 36597 721548 0 0 36597 266683 266683 SPECIAL MINISTRIES 11239 11239 277922 277922 0 0 0 256090 0 28802 6049878 7056740 6049878 7341632 2216 0 2216 0 X 6047662 7341632 6047662 7341632 6049878 7341632 443626 850344 0 X X 1 X 0 1 0 X X 1 ALAMO HEIGHTS UNITED METHODIST CHURCH 742557013 1 1 266683 0 1 266683 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 299469 80000 49789 37336 4575 387347 247263 5229 46977 299469 163305 125618 -31523 10137 247263 151746 11660 101 163305 129700 22620 574 151746 0.00000 0.71466 0.28534 0 0 0 TMF METHODIST LOAN FUNDS 1511905 F TMF US EQUITY 5544835 F 7056740 PART V, LINE 4: THE CHILDREN'S MINISTRY ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR THE CHILDREN'S MINISTRY. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE JOE STRANGE ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR SPECIAL MUSIC OFFERINGS. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE SMITH/SESSIONS LECTURE ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR HONORARIUM, TRAVEL AND HOUSING EXPENSES FOR PERSONS CHOSEN TO DELIVER LECTOR'S SERIES OR SERMONS FOR THE CHURCH. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE FRANCES K. HENDRICKS ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR MAINTENANCE AND CAPITAL EXPENDITURES ON THE BUILDINGS OF THE CHURCH. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE STEINWAY CONCERT GRAND AND SELF FORTEPIANO ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR MAINTAINING THE FORTEPIANO AND GRAND PIANO THAT INCLUDES USING ONLY STEINWAY PERSONNEL FOR TUNING AND MOVING OF THE PIANOS. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE GENE MEDLAR ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR NON-BUDGET ITEMS IN THE CHILDREN'S MUSIC PROGRAM. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE CHILDREN'S MUSIC AND HANDBELL ENDOWMENT - AS REQUIRED BY ITS GOVERNING DOCUMENTS, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR NON-BUDGET ITEMS IN THE CHILDREN'S MUSIC AND HANDBELL CHOIR PROGRAMS. THESE AMOUNTS ARE CLASSIFIED AS DONOR RESTRICTED UNTIL APPROPRIATED. THE CHURCH HAS ADOPTED AN INVESTMENT AND SPENDING POLICY, APPROVED BY THE BOARD AND FOUNDATION FOR THE ENDOWMENT FUND ASSETS, THAT ATTEMPTS TO MAXIMIZE TOTAL RETURN CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISK. ENDOWMENT ASSETS ARE INVESTED IN A WELL DIVERSIFIED ASSET MIX THAT IS INTENDED TO RESULT IN A REASONABLE RATE OF RETURN THAT HAS SUFFICIENT LIQUIDITY TO MAKE THE REQUIRED ANNUAL DISTRIBUTIONS. ACTUAL RESULTS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. INVESTMENT RISK IS MEASURED IN TERMS OF THE TOTAL ENDOWMENT FUND; INVESTMENT ASSETS AND ALLOCATION BETWEEN CLASSES AND STRATEGIES ARE MANAGED TO NOT EXPOSE THE FUND TO UNACCEPTABLE LEVELS OF RISK. 0 ALAMO HEIGHTS UMC 825 E BASSE ROAD SAN ANTONIO TX 78209 742557013 501(C)(3) 266683 0 SUPPORT - DISTRIBUTION TO AHUMC 1 SCHEDULE I, PART I, LINE 2 THE ALAMO HEIGHTS UNITED METHODIST CHURCH FOUNDATION IS CONTROLLED BY, AND SUPPORTS, THE ALAMO HEIGHTS UNITED METHODIST CHURCH. THE FOUNDATION MAKES ANNUAL DISTRIBUTIONS TO THE CHURCH FOR OPERATIONAL SUPPORT. NO ADDITIONAL RECORD KEEPING OR MONITORING OF GRANTS IS CONSIDERED NECESSARY. 0 0 0 0 0 0 0 0 0 REV JASON ADAMS SENIOR PASTOR 0 103323 0 0 0 0 0 15174 0 75732 0 194229 0 0 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION ALAMO HEIGHTS UNITED METHODIST CHURCH FOUNDATION INC 825 EAST BASSE RD SAN ANTONIO, TX 78209-1832 EMPLOYER IDENTIFICATION NUMBER: 74-1917834 FOR THE YEAR-ENDED DECEMBER 31, 2024 ALAMO HEIGHTS UNITED METHODIST CHURCH FOUNDATION INC IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT WAS PROVIDED TO THE TREASURER AND THE BOARD FOR REVIEW. ANY CHANGES NEEDED WERE MADE PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS PROVIDED UPON REQUEST. ALAMO HEIGHTS UNITED METHODIST CHURCH 825 EAST BASSE RD SAN ANTONIO TX 78209 742557013 CHURCH TX 501(C)(3) LINE 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 ALAMO HEIGHTS UNITED METHODIST CHURCH B 229347 FINANCIAL STATEMENTS ALAMO HEIGHTS UNITED METHODIST CHURCH C 630000 FINANCIAL STATEMENTS ALAMO HEIGHTS UNITED METHODIST CHURCH R 37336 FINANCIAL STATEMENTS