2026-08-11T15:11:49-05:00 2025-12-31 742933856 DAVIDSON FREEDLE ESPENHOVER & OVERBY PC 222 SIDNEY BAKER SOUTH SUITE 635 KERRVILLE TX 78028 990 2025-01-01 742095762 FIRST UNITED METHODIST CHURCH FOUNDATION OF KERRVILLE TEXAS INC FIRS 8302570800 321 THOMPSON DRIVE KERRVILLE TX 78028 KERWIN L OVERBY TREASURER 8302570800 2026-08-10 1 KERWIN L OVERBY P00219414 8308961100 2025 2025-03-06 01:10:19Z KERWIN L OVERBY 321 THOMPSON DRIVE KERRVILLE TX 78028 947066 0 X N/A X 2007 TX RECEIVE FUNDS TO HELP IN FUTURE MINISTRIES OF FIRST UNITED METHODIST CHURCH OF KERRVILLE 8 8 0 0 0 0 26843 363489 0 0 102010 117542 0 0 128853 481031 60000 75000 0 0 0 0 0 0 0 11740 9005 71740 84005 57113 397026 1423901 1888778 0 0 1423901 1888778 THE PURPOSE OF THE FIRST UNITED METHODIST CHURCH FOUNDATION IS TO AID AND ASSIST IN FUTURE MINISTRIES OF THE FIRST UNITED METHODIST CHURCH IN KERRVILLE, TEXAS. 0 0 75000 75000 ASSISTING AND AIDING IN THE MINISTRIES OF THE FIRST UNITED METHODIST CHURCH IN KERRVILLE, TEXAS 75000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X SARA LOHMEYER 8302570800 321 THOMPSON DR KERRVILLE TX 78028 X PASTOR DAVID PAYNE DIRECTOR 0.10 X 0 0 0 KERWIN OVERBY SECRETARY/TREASURER 0.10 X X 0 0 0 KIT WERLEIN PRESIDENT/CHAIR 0.20 X X 0 0 0 BILL JOHNSTON DIRECTOR 0.10 X 0 0 0 JOHN CARLSON DIRECTOR 0.10 X 0 0 0 DARBY CAMPBELL DIRECTOR 0.10 X 0 0 0 MEREDITH STIELER DIRECTOR 0.10 X 0 0 0 MATT BOGLER DIRECTOR 0.10 X 0 0 0 0 0 0 0 0 0 0 0 363489 343984 363489 45995 45995 537582 466035 71547 71547 71547 481031 0 0 117542 75000 75000 1500 1500 7307 7307 198 198 84005 75000 9005 0 5077 8082 1418824 1880696 1423901 1888778 0 0 X 0 0 0 0 1423901 1888778 1423901 1888778 1423901 1888778 397026 67851 0 X 0 0 0 X 20000 20000 10000 26843 363489 440332 20000 20000 10000 26843 363489 440332 440332 148256 60285 48428 99046 117543 473558 913890 0.48180 0.16380 X ORGANIZATION'S 10% FACTS AND CIRCUMSTANCES TEST:NOTE REGARDING PRIOR YEARS: ORGANIZATION SOLICITS FUNDS FROM THE CONGREGATION OF THE FIRST UNITED METHODIST CHURCH OF KERRVILLE. THE SOLICITATIONS ARE MADE 1) DURING AN ANNUAL ESTATE PLANNING FUNCTION (NOT HELD IN RECENT YEARS DUE TO COVID) WHERE THE ORGANIZATION AND ITS PURPOSES ARE HIGHLIGHTED, 2) BY MEMBERS OF ITS GOVERNING BODY, AND 3) BY THE CLERGY OF FUMC OF KERRVILLE. THE ORGANIZATION DOES NOT RECEIVE MANY LARGE ANNUAL DONATIONS BUT INSTEAD RECEIVES DONATIONS FROM BEQUESTS FROM ESTATES. BECAUSE MANY OF THE ORGANIZATION'S DONATIONS ARE FROM BEQUESTS, THE ORGANIZATION DOES NOT RECEIVE THOSE DONATIONS ON A REGULAR BASIS. THE ORGANIZATION (FUMC OF KERRVILLE) THAT IS SUPPORTED BY THIS ORGANIZATION PROVIDE SERVICES AND SUPPORT THE THE KERRVILLE, TX COMMUNITY.NOTE REGARDING CURRENT YEAR: ORGANIZATION RECEIVED A BEQUEST FROM AN ESTATE. THE CONTRIBUTION WAS NOT TREATED AS UNUSUAL DUE TO THE ORDINARY SOURCE OF THE BEQUEST. THE CURRENT YEAR CONTRIBUTIONS INCREASSED THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IN EXCESS OF 33 1/3%. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RBC SECURITIES 1880696 F 1880696 0 KERRVILLE FIRST UNITED METHODIST CHURCH 321 THOMPSON DRIVE KERRVILLE TX 78028 75000 0 TO AID AND ASSIST IN CHURCH MINISTIRES X 1 343984 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FEDERAL FORM 990 IS EMAILED TO THE ENTIRE BOARD FOR INITIAL REVIEW. THE FORM 990 IS THEN REVIEWED BY ALL MEMBERS OF THE BOARD DURING AN OFFICIAL MEETING. FORM 990, PART VI, SECTION C, LINE 18 THE FIRST UNITED METHODIST CHURCH FOUNDATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FIRST UNITED METHODIST CHURCH FOUNDATION MAKES ITS GOVERNING DOCUMENTS, DETERMINATION LETTER, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.