Nonprofit · EIN 72-0779104
UNITED METHODIST FOUNDATION OF LA
Tax-exempt · BATON ROUGE, LA 70809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,232,248 | $4,684,979 | $3,547,269 | $59,958,603 | $2,244,141 | $57,714,462 |
| December 31, 2024 | 990 | $4,577,434 | $3,452,246 | $1,125,188 | $52,782,188 | $2,143,244 | $50,638,944 |
| December 31, 2023 | 990 | $5,805,133 | $4,542,171 | $1,262,962 | $48,536,375 | $2,415,959 | $46,120,416 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,504,039
- Program service revenue
- $1,118,676
- Investment income
- $2,609,533
- Net gain from sales of assets
- $1,420,055
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,011,892
- Compensation of officers, directors and key employees
- $381,954
- Other salaries and wages
- $364,514
- Salaries, compensation and benefits (total)
- $906,088
- Professional fundraising fees
- $0
- Legal fees
- $23,973
- Accounting fees
- $14,975
- Travel
- $39,115
- Depreciation
- $9,890
- Program services (functional)
- $3,572,827
- Management and general (functional)
- $1,112,152
Balance sheet and other
- Total assets, start of year
- $52,782,188
- Total assets, end of year
- $59,958,603
- Total liabilities, end of year
- $2,244,141
- Net assets, end of year
- $57,714,462
- Land, buildings and equipment
- $14,835
- Publicly traded securities
- $53,255,745
- Net assets without donor restrictions
- $11,921,551
- Net assets with donor restrictions
- $45,792,911
- Gross receipts
- $9,230,520
- Employees
- 7
- Volunteers
- 17
- Year formed
- 1975
- State of legal domicile
- LA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Spencer | President Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $222,040 |
| Tracie Wharton | Controller Trustee or director, Officer, Highest-paid employee | 40 | $159,914 |
| Rev JoAnn Cooper | Chair Trustee or director | 2 | $0 |
| Rev Drew Sutton | Vice Chair Trustee or director | 1 | $0 |
| Eunice Lavigne | Secretary Trustee or director | 1 | $0 |
| Robert Kimbro | Treasurer Trustee or director | 2 | $0 |
| MiMi McDowell | Grants Chair Trustee or director | 3 | $0 |
| Rev Clifton Conrad | At large Trustee or director | 1 | $0 |
| Joe Crouch | At large Trustee or director | 1 | $0 |
| Drew Kennedy | At large Trustee or director | 1 | $0 |
| Rev Katie Black | At large Trustee or director | 1 | $0 |
| Brent Graham | At large Trustee or director | 1 | $0 |
| Richard Lewis | At large Trustee or director | 1 | $0 |
| Troy Searles | At large Trustee or director | 1 | $0 |
| Van Stinson | At large Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Abby Cochran | At large Trustee or director | 1 | $0 |
| Willie Mount | At large Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Spencer | President Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $210,040 |
| Tracie Wharton | Controller Trustee or director, Officer, Highest-paid employee | 40 | $152,930 |
| Robert Fahey | Chair Trustee or director | 2 | $0 |
| Rev JoAnn Cooper | Vice Chair Trustee or director | 1 | $0 |
| Sandra Kuykendall | Secretary Trustee or director | 1 | $0 |
| Omer Davis | Treasurer Trustee or director | 2 | $0 |
| Rev Drew Sutton | Grants Chair Trustee or director | 3 | $0 |
| Rev Clifton Conrad | At large Trustee or director | 1 | $0 |
| Joe Crouch | At large Trustee or director | 1 | $0 |
| Drew Kennedy | At large Trustee or director | 1 | $0 |
| Robert Kimbro | At large Trustee or director | 1 | $0 |
| Eunice LaVigne | At large Trustee or director | 1 | $0 |
| Richard Lewis | At large Trustee or director | 1 | $0 |
| Troy Searles | At large Trustee or director | 1 | $0 |
| Dianne Wilkinson | At large Trustee or director | 1 | $0 |
| Abby Cochran | At large Trustee or director | 1 | $0 |
| MiMi McDowell | At large Trustee or director | 1 | $0 |
| Willie Mount | At large Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Spencer | President Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $193,622 |
| Tracie Wharton | Controller Trustee or director, Officer, Highest-paid employee | 40 | $146,448 |
| Robert Fahey | Chair Trustee or director, Institutional trustee | 2 | $0 |
| Rev JoAnn Cooper | Vice Chair Trustee or director | 1 | $0 |
| Sandra Kuykendall | Secretary Trustee or director | 1 | $0 |
| Omer Davis | Treasurer Trustee or director | 2 | $0 |
| Rev Drew Sutton | Grants Chair Trustee or director | 3 | $0 |
| Rev John Robert Black | At large Trustee or director | 1 | $0 |
| Nettles Brown | At large Trustee or director | 1 | $0 |
| Rev Clifton Conrad | At large Trustee or director | 1 | $0 |
| Joe Crouch | At large Trustee or director | 1 | $0 |
| Rev Doug DeGraffenried | At large Trustee or director | 1 | $0 |
| Drew Kennedy | At large Trustee or director | 1 | $0 |
| Robert Kimbro | At large Trustee or director | 1 | $0 |
| Eunice LaVigne | At large Trustee or director | 1 | $0 |
| Richard Lewis | At large Trustee or director | 1 | $0 |
| Troy Searles | At large Trustee or director | 1 | $0 |
| Dianne Wilkinson | At large Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8337 JEFFERSON HWY, BATON ROUGE, LA 70809-1625
- Principal officer (990 for 2025)
- Tracie H Wharton, 18131 Rolling Wood, Baton Rouge, LA 70817
- Signed the 990
- Tracie H Wharton, Controller
- Phone
- (225) 936-9210
- Website
- umf.org
Mission
Support the ministries of the Methodist church through planned giving services - trusts and endowments
Program accomplishments
- Act as trustee for endowments and planned gifts that benefit Methodist ministries in the state of Louisiana. We distributed 2,418,327 in income earned on endowments during 2025.Expenses $3,572,827 · grants $1,011,892 · revenue $4,584,719
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 72-0779104
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $59,958,603
- Income (IRS master file)
- $9,230,520
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,232,248 | $4,684,979 | $59,958,603 | XML |
| 990 | December 2024 | $4,577,434 | $3,452,246 | $52,782,188 | XML |
| 990 | December 2023 | $5,805,133 | $4,542,171 | $48,536,375 | XML |
| 990 | December 2022 | $6,112,777 | $5,312,568 | $43,538,841 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-0779104).
Questions about UNITED METHODIST FOUNDATION OF LA
- What is the EIN of UNITED METHODIST FOUNDATION OF LA?
- The employer identification number (EIN) of UNITED METHODIST FOUNDATION OF LA is 72-0779104.
- Is UNITED METHODIST FOUNDATION OF LA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to UNITED METHODIST FOUNDATION OF LA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED METHODIST FOUNDATION OF LA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED METHODIST FOUNDATION OF LA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED METHODIST FOUNDATION OF LA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED METHODIST FOUNDATION OF LA?
- The 990 for the year ended December 31, 2025 names Tracie H Wharton.
- Who are the officers and directors of UNITED METHODIST FOUNDATION OF LA?
- The 990 for the year ended December 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $222,040 (Christopher Spencer, President).
- How much revenue does UNITED METHODIST FOUNDATION OF LA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,232,248, expenses of $4,684,979 and total assets of $59,958,603 at year end.
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