TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) REV LAWRENCE Q BARRINER...................................................................... BOARD MEMBER	4.30 .................	X
(2) STEPHEN BELL...................................................................... SECRETARY	4.30 .................	X	X
(3) MARKITA COOPER...................................................................... VICE CHAIRPERSON	4.30 .................	X	X
(4) WILLIAM FRYE JR...................................................................... BOARD MEMBER	4.30 .................	X
(5) DANIEL S HAGER...................................................................... CHAIRPERSON	5.00 .................	X	X
(6) LARRY HANNAH...................................................................... BOARD MEMBER	4.30 .................	X
(7) EVANS HUBBARD TO 319...................................................................... BOARD MEMBER	4.30 .................	X
(8) RONALD C COLEMAN FROM 719...................................................................... BOARD MEMBER	4.30 .................	X
(9) ROBERT WHITE JR TO 619...................................................................... BOARD MEMBER	4.30 .................	X
(10) JERRY HARALSON FROM 919...................................................................... BOARD MEMBER	4.30 .................	X
(11) JOSPEH HURT FROM 919...................................................................... BOARD MEMBER	4.30 .................	X
(12) PHYLLIS KLOCK...................................................................... BOARD MEMBER	4.30 .................	X
(13) JANE ZODY...................................................................... BOARD MEMBER	4.30 .................	X
(14) REV DR DENNIS VLASSIS...................................................................... BOARD MEMBER	4.30 .................	X
(15) REV ROBERT BLEDSOE...................................................................... BOARD MEMBER	4.30 .................	X
(16) BRUCE FORD...................................................................... BOARD MEMBER	4.30 .................	X
(17) REV RICHARD NUSSEL...................................................................... BOARD MEMBER	4.30 .................	X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................1

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) UMCAGENCIES WITHIN FLA ANNUAL CONF	590904361	1	Yes		5,716,895	0

Total 1					5,716,895	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization FLORIDA UNITED METHODIST FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization FLORIDA UNITED METHODIST FOUNDATION INC		Employer identification number 59-1148710

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization FLORIDA UNITED METHODIST FOUNDATION INC			Employer identification number 59-1148710
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	14
2	Aggregate value of contributions to (during year)	47,004
3	Aggregate value of grants from (during year)	50,428
4	Aggregate value at end of year ........	455,126

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	5,639,817	6,177,361	5,650,699	5,291,696	5,679,034
b	Contributions ...	42,913	82,236	7,929	54,743	55,271
c	Net investment earnings, gains, and losses	716,559	-590,800	547,713	333,240	-413,809
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	29,325	28,980	28,980	28,980	28,800
g	End of year balance ......	6,369,964	5,639,817	6,177,361	5,650,699	5,291,696

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

49.080 %

Permanent endowment SchDMd Bullet

39.350 %

Term endowment SchDMd Bullet

11.570 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	1,833,508	560,557	1,272,951
c	Leasehold improvements
d	Equipment ....	462,230	378,093	84,137
e	Other .....	178,672	168,679	9,993
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,367,081

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)ACCRUED INTEREST RECEIVABLE				437,240
(2)FUTURE INTEREST IN TRUST ASSETS				663,550
(3)CASH AND INVESTMENTS HELD AS CUSTODIAN, AT MARKET				211,991,714
(4)ACCOUNTS RECEIVABLE				185
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				213,092,689

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	135,388,040
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	7,213,663
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	671,397
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	80,598
e	Add lines 2a through 2d .....................			2e	751,995
3	Subtract line 2e from line 1..................			3	6,461,668
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	4,506
b	Other (Describe in Part XIII.) ...........	4b	176,849
c	Add lines 4a and 4b....................			4c	181,355
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	6,643,023

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	5,845,248
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	5,845,248
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	176,849
c	Add lines 4a and 4b.....................			4c	176,849
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	6,022,097

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART IV, LINE 2B:	THE FOUNDATION ENTERS INTO SEVERAL AGREEMENTS THAT BENEFIT UNITED METHODIST CHURCHES OR AGENCIES THROUGH THE USE OF THE COMMON FUNDS. THESE AGREEMENTS INCLUDE FUMF FUNDS AGREEMENTS (A TOOL FOR THE CHURCHES TO INVEST IN OUR ENDOWMENTS), CHARITABLE REMAINDER TRUSTS (THE FOUNDATION IS THE TRUSTEE), CHARITABLE GIFT ANNUITIES, DONOR ADVISED FUNDS AND MANAGED TRUSTS (THE FOUNDATION IS NOT THE TRUSTEE). THESE ASSETS AND LIABILITIES ARE EQUAL AND SHOWN AS CUSTODIAL. THE RELATED REVENUES AND EXPENSES ARE NOT CONSIDERED PART OF THE FOUNDATION'S OPERATIONS AND ARE NOT REFLECTED IN ITS FINANCIAL STATEMENTS.
PART V, LINE 4:	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
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN PRESENT VALUE OF FUTURE INTERESTS IN TRUSTS 80,598.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT MANAGEMENT FEES WERE NETTED WITH TRUST INCOME IN AUDIT 176,849.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT MANAGEMENT FEES WERE NETTED WITH TRUST INCOME IN AUDIT 176,849.

Schedule D (Form 990) 2019

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number
59-1148710

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) FAC BOARD OF CAMPS AND RETREAT MINISTRIES 450 MARTIN LUTHER KING JR AVENUE LAKELAND,FL33815	59-0904361		29,325	BELL ENDOWED CAMPING SCHOLARSHIP FUND
(2) UMCOR P O BOX 9068 NEW YORK,NY10087	13-5562279		50,000	HURRICANE DORIAN BAHAMAS RELIEF
(3) BETHUNE COOKMAN UNIVERSITY 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH,FL321143099	59-0704726	3	10,000	GRANT FOR CHALLENGING CONVERSATIONS
(4) KEY WEST UNITED METHODIST CHURCH 600 EATON STREET KEY WEST,FL33040	65-0491014		8,000	GRANT FOR TREASURER KEY PROGRAM
(5) GULF COAST WESLEY FOUNDATION 7587 WOODLAND BEND CIRCLE FT MYERS,FL33912	46-0632942		25,000	GRANT FOR WESLEY HOUSE PROGRAM
(6) GATOR WESLEY FOUNDATION INC - CAMPUS MINISTRY 1380 W UNIVERSITY AVE GAINESVILLE,FL32603	27-1841296		7,750	GRANT FOR ACT JUSTLY MINISTRY
(7) FIRST UNITED METHODIST CHURCH OF PORT ORANGE 962 DERBYSHIRE RD HOLLY HILL,FL32117	59-0974343	3	12,000	GRANT FOR DERBYSHIRE PLACE CHRISTIAN COMMUNITY CENTER
(8) CRAVE 2410 FORREST RD WINTER PARK,FL32790	84-2795316		9,144	GRANT FOR CRAVE ALUMNIN DEVELOPMENT
(9) PIERSON UNITED METHODIST CHURCH 136 W 2ND AVE PIERSON,FL32180	59-2173440		20,000	GRANT FOR FISH & FERN FAITH COMMUNITY

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE ADVANCEMENT AND GRANTS COMMITTEE UPDATED POLICIES AND GRANT PROCEDURES THIS YEAR. CURRENTLY, THERE ARE THREE GRANT TYPES: FUTURE GENERATIONS FUND, EMERGENCY GRANTS AND A SPECIAL GRANTS-PASSING THE TORCH. THE FUTURE GENERATIONS WAS ESTABLISHED IN 2016 TO PROVIDE GRANTS TO PROGRAMS AND MINISTRIES THAT FOSTER THE SPIRITUAL DEVELOPMENT OF YOUNG PEOPLE (NEWBORN TO 30 YEARS OLD) AND NURTURE THEIR DEVELOPMENT AS CHURCH LEADERS. ANY PROGRAM CONSIDERED FOR GRANT FUNDING IS EXPECTED TO MEET THE FOLLOWING CRITERIA: A. BE WELL PLANNED AND EFFICIENT IN ITS USE OF FUNDS. B. HAVE IDENTIFIED ADEQUATE LOCAL AND EXTENDED SUPPORT TO SUSTAIN THE MINISTRY BEYOND THE GRANT PERIOD. C. INCLUDE EFFORTS TO COLLABORATE WITH OTHER AGENCIES AND GROUPS, SUCH AS LOCAL SCHOOLS AND PROGRAMS, MAXIMIZING REQUESTED FUNDS. D. INVOLVE VOLUNTEER LEADERSHIP AND STAFFING WHERE APPROPRIATE. E. PROVIDE MATCHING FUNDS. EMERGENCY GRANTS WILL BE CONSIDERED IF THEY ARE INTENDED TO FUND EMERGENCY CAPITAL IMPROVEMENTS ARISING FROM LOCALIZED, EXTERNAL EVENTS BEYOND A CHURCH'S CONTROL AND THAT IF LEFT UNTENDED WOULD HINDER A CHURCH'S LONG-TERM VIABILITY. EXAMPLES OF EXTERNAL EVENTS INCLUDE SIGNIFICANT ECONOMIC SHOCKS, SUCH AS LOCAL BUSINESS/PLANT CLOSINGS, AND LOCALIZED WEATHER EVENTS, SUCH AS LIGHTNING STRIKES. A. EMERGENCY GRANTS WILL NOT BE PROVIDED TO FUND NEGLECTED REPAIRS OR DELAYED, ROUTINE MAINTENANCE OR REPLACEMENT OF ITEMS WITH KNOWN SERVICE LIVES. B. CHURCHES REQUESTING GRANTS FOR EMERGENCY FUNDS RELATED TO A NATURAL DISASTER, SUCH AS A HURRICANE OR SEVERE WEATHER EVENT, WILL BE DIRECTED FIRST TO THE FLORIDA CONFERENCE TO BE ASSISTED BY ANY CONFERENCE-WIDE FUNDING CAMPAIGNS THAT EXIST. WHEN THERE IS AN URGENT NEED DUE TO A WIDESPREAD EMERGENCY OR NATURAL DISASTER, THE FOUNDATION PRESIDENT IS EMPOWERED TO GRANT UP TO $10,000 AT HIS OR HER DISCRETION, IN CONSULTATION WITH THE COMMITTEE CHAIR, WITHOUT A CALLED MEETING OF THE ADVANCEMENT AND GRANTS COMMITTEE. SUCH GRANTS WILL BE IMMEDIATELY DISCLOSED TO THE FULL BOARD AND FOUNDATION STAFF. A. GRANTS WILL BE MADE TO THE AFFECTED ANNUAL CONFERENCE OR THE UNITED METHODIST COMMITTEE ON RELIEF.

Schedule I (Form 990) 2019

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1REV MARK BECKER PRESIDENT	(i) (ii)	118,471 ------------- 0	0 ------------- 0	0 ------------- 0	45,816 ------------- 0	63,129 ------------- 0	227,416 ------------- 0	0 ------------- 0
2J THOMAS WILKINSON VICE PRESIDENT	(i) (ii)	150,694 ------------- 0	0 ------------- 0	0 ------------- 0	19,076 ------------- 0	24,963 ------------- 0	194,733 ------------- 0	0 ------------- 0
3ANDREW CRASKE VICE PRESIDENT	(i) (ii)	115,881 ------------- 0	0 ------------- 0	0 ------------- 0	14,851 ------------- 0	28,775 ------------- 0	159,507 ------------- 0	0 ------------- 0
4PAMELA W HICKS VICE PRESIDENT	(i) (ii)	152,380 ------------- 0	0 ------------- 0	0 ------------- 0	18,960 ------------- 0	15,550 ------------- 0	186,890 ------------- 0	0 ------------- 0
5REV JOHN PETERSON VICE PRESIDENT	(i) (ii)	77,335 ------------- 0	0 ------------- 0	0 ------------- 0	25,676 ------------- 0	77,038 ------------- 0	180,049 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	TOTAL COMPENSATION BUDGET FOR ALL EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS. AS PERMITTED BY IRC 107, OFFICERS AND KEY EMPLOYEES WHO ARE "MINISTERS OF THE GOSPEL" MAY DESIGNATE A PORTION OF THEIR COMPENSATION AS A HOUSING ALLOWANCE EXCLUSION FOR THE UPCOMING YEAR. THE DESIGNATION OF COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS AT A DULY CALLED MEETING.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 4	THE BYLAWS WERE AMENDED AND APPROVED SEPTEMBER 6, 2019. SIGNIFICANT CHANGES TO THE ARTICLES ARE LISTED BELOW. ARTICLE II PURPOSES AND POWERS: SECTION 2.1 PURPOSES ADDITION OF SECTION V: MAKE LOANS TO CHURCHES, SCHOOLS, AGENCIES AND RELIGIOUS ORGANIZATIONS THAT COMPLIMENT AND SUPPORT A WESLEYAN FOCUS ON ABUNDANT GRACE AND SHARE COMMITMENT TO MAKING DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD ("WESLEYAN MISSION"); ADDITION OF SECTION VI: TO ACCEPT DEPOSITS AND OFFER DEBT CERTIFICATES THE PROCEEDS OF WHICH WILL FUND LOANS TO CHURCHES AND MINISTRIES THAT FURTHER THE WESLEYAN MISSION. SECTION 2.2 POWERS ADDITION OF: THE BOARD OF DIRECTORS SHALL HAVE GENERAL CHARGE OF THE AFFAIRS, PROPERTY AND ASSETS OF THE FOUNDATION. IT SHALL BE THE DUTY OF THE DIRECTORS TO CARRY OUT THE AIMS, VISION, MISSION AND PURPOSES OF THE FOUNDATION AND, TO THIS END, TO MANAGE AND CONTROL ALL OF ITS PROPERTY AND ASSETS. ARTICLE III MEMBERSHIP: SECTION 3.1 MEMBERSHIP REVISED TO INCLUDE AS MEMBERS: OR OTHER BODY AS CONSTITUTED BY THE THEN CURRENT BOOK OF DISCIPLINE OF THE UNITED METHODIST CHURCH OR OTHER DESIGNATED RELIGIOUS ORGANIZATION THAT SUPPORTS AND FURTHERS A WESLEYAN MISSION, QUALIFIES AS A SECTION 501(C)(3) ORGANIZATION UNDER THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED BY THE FLORIDA ANNUAL CONFERENCE TO BE THE SUCCESSOR MEMBER OF THE FOUNDATION'. ARTICLE V BOARD OF DIRECTORS: SECTION 5.4 DUTIES OF THE BOARD REVISED: A DIRECTOR WILL PERFORM THE DUTIES OF DIRECTOR, INCLUDING THE DUTIES AS A MEMBER OF ANY COMMITTEE OF THE BOARD UPON WHICH SUCH DIRECTOR SERVES IN GOOD FAITH, IN A MANNER REASONABLY BELIEVED TO BE IN THE BEST INTEREST OF THE FOUNDATION, AND WITH SUCH CARE AS AN ORDINARILY PRUDENT PERSON IN A LIKE POSTION WOULD USE UNDER SIMILAR CIRCUMSTANCES. BOARD MEMBERS ARE THE FIDUCIARIES WHO STEER THE FOUNDATION TOWARDS A SUSTAINABLE FUTURE BY ADOPTING SOUND, ETHICAL, AND LEGAL GOVERNANCE AND FIANNCIAL MANAGEMENT POLICIES, AS WELL AS MAKING SURE THE FOUNDATION HAS ADEQUATE RESOURCES TO ADVANCE THE MISSION. SECTION 5.9 ACTION BY CONSENT INCLUDED: 'ACTION BY ELECTRONIC COMMUNICATION' AS AN ACCEPTABLE FORM OF CONSENT.
FORM 990, PART VI, SECTION A, LINE 6	THE FOUNDATION IS A RELATED, BUT SEPARATELY ORGANIZED, ENTITY WITH THE PRIMARY PURPOSE OF SERVING THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. MEMBERS OF THE FOUNDATION ARE THE LAY AND CLERGY MEMBERS OF THE FLORIDA ANNUAL CONFERENCE.
FORM 990, PART VI, SECTION A, LINE 7A	THE CORPORATE MEMBERS OF THE FOUNDATION ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING OF THE FLORIDA UNITED METHODIST FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE TAX RETURN WAS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT USING THE AUDIT AND INFORMATION FURNISHED BY STAFF. THE AUDIT COMMITTEE OF THE FOUNDATION REVIEWED THE DRAFT OF THE TAX RETURN WITH STAFF AND THE TAX ACCOUNTANT, AND APPROVED THE FINAL DRAFT. THE FINAL DRAFT OF THE TAX RETURN WILL BE PRESENTED BY THE AUDIT COMMITTEE TO THE BOARD OF DIRECTORS AT THEIR NEXT MEETING FOR APPROVAL. UPON APPROVAL BY THE BOARD THE TAX ACCOUNTANT WILL RECEIVE DOCUMENTS SIGNED BY THE BOARD OF DIRECTORS AND THE PRESIDENT OF THE FOUNDATION. THE TAX ACCOUNTANT WILL SUBMIT THE TAX RETURN ELECTRONICALLY.
FORM 990, PART VI, SECTION B, LINE 12C	THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY THAT IS PRESENTED ANNUALLY TO BOTH THE STAFF AND BOARD OF DIRECTORS TO REVIEW. THE STAFF AND BOARD OF DIRECTORS COMPLETE AND SIGN A FORM INDICATING ANY CONFLICTS AND AN UNDERSTANDING OF THE POLICIES. THESE FORMS ARE KEPT ON FILE. AS CLARIFIED BY THE CHANGES TO THE BYLAWS IN 2015, IF A BOARD MEMBER OR OFFICER HAS AN INTEREST IN A PARTICULAR TRANSACTION, HE OR SHE IS STILL COUNTED WHEN DETERMINING A QUORUM FOR THE BOARD MEETING. HE OR SHE MAY ALSO VOTE ON THE TRANSACTION. THE APPROVAL OF THE TRANSACTION WILL NOT BE NULL AND VOID IF THE BOARD MEMBER OR OFFICER DISCLOSED THE CONFLICT OF INTEREST TO THE BOARD PRIOR TO THE VOTE, AND IF THE TRANSACTION WOULD STILL HAVE BEEN APPROVED WITHOUT COUNTING THE INTERESTED PERSON'S VOTE.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE FOUNDATION SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT AND OTHER OFFICERS. DURING 2015 THE FOUNDATION HIRED AN INDEPENDENT HUMAN RESOURCE CONSULTANT. THE CONSULTANT PROVIDED COMPENSATION RANGES FOR ALL STAFF INCLUDING THE PRESIDENT AND KEY EMPLOYEES IN 2015, 2017 AND 2019. THIS REPORT WAS PROVIDED TO THE EXECUTIVE COMMITTEE. THE INDEPENDENT CONSULTANT UTILIZED VARIOUS LOCAL, REGIONAL AND NATIONAL SALARY GUIDE DATABASES.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. TAX RETURNS AND FINANCIALS ARE AVAILABLE UPON SIGNED WRITTEN REQUEST AND ALSO AVAILABLE UPON EMAIL REQUEST FROM OUR WEBSITE. IN AN ATTEMPT TO "GO GREEN," THE FOUNDATION OFFERS THE OFFERING CIRCULAR UPON REQUEST ON THE WEBSITE IN ELECTRONIC FORM. THE PRINTED FORM IS AVAILABLE UPON REQUEST-EITHER VERBAL, WRITTEN OR ELECTRONIC. THE OFFERING CIRCULAR DESCRIBES THE FOUNDATION'S WORK ASSISTING AGENCIES, DISTRICTS AND CHURCHES PRIMARILY OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH WITH ENDOWMENT INVESTMENTS AND LOANS THROUGH THE FOUNDATION'S DEVELOPMENT FUND. IT ALSO INCLUDES THE FOUNDATION'S ANNUAL AUDIT AND PERFORMANCE OF FUNDS. THE FOUNDATION ALSO MAILS ITS ANNUAL REPORT OR AN ANNUAL NEWSLETTER TO ALL ACCOUNT HOLDERS, WHICH HIGHLIGHTS ITS FINANCIALS FOR THE YEAR. THE ANNUAL REPORT AND NEWSLETTER ARE ALSO AVAILABLE ONLINE AT THE FOUNDATION'S WEBSITE. CURRENT AUDITED FINANCIALS ARE PART OF THE PRINTED OFFERING CIRCULAR AND ARE SENT OUT WITH ANY REQUEST OR DISTRIBUTED CIRCULARS EVEN BY EMAIL.
FORM 990, PART XI, LINE 9:	CHANGE IN PRESENT VALUE OF FUTURE INTEREST IN TRUSTS 80,598.
FORM 990, PART III, LINE 1: THE ORGANIZATION'S MISSION	THE CORPORATION IS FORMED EXCLUSIVELY FOR CHARITABLE AND RELIGIOUS PURPOSES AND TO PROMOTE AND SUPPORT THE MISSION OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH UNDER THE PROVISIONS OF CHAPTER 617, FLORIDA STATUTES, AND NOT FOR PECUNIARY PROFIT OR FINANCIAL GAIN. THE SPECIFIC PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE AS FOLLOWS: A. TO ACT AS TRUSTEE, TO ADMINISTER TRUSTS, TO RECEIVE AND ADMINISTER FUNDS FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES, AND TO THAT END TO TAKE TITLE TO AND HOLD, BY CONTRACT, BEQUEST, DEVISE, GIFT, PURCHASE OR LEASE, EITHER ABSOLUTELY OR IN TRUST, ANY PROPERTY, REAL, PERSONAL AND MIXED, WITHOUT LIMITATIONS AS TO AMOUNTS OR VALUE; B. TO RECEIVE, ADMINISTER AND PARTICIPATE IN CHARITABLE REMAINDER TRUSTS, UNITRUSTS AND OTHER LIKE TRUSTS, TO THE EXTENT THIS CORPORATION IS LAWFULLY PERMITTED TO DO SO; TO SELL, CONVEY AND DISPOSE OF ANY SUCH PROPERTY AND TO INVEST AND REINVEST THE PRINCIPAL AND INCOME THEREOF, AND TO DEAL WITH AND EXPEND THE PRINCIPAL AND INCOME OF THIS CORPORATION FOR ANY OF THE AFOREMENTIONED OBJECTIVES AND PURPOSES, WITHOUT LIMITATION, EXCEPT AS TO SUCH LIMITATIONS, IF ANY, AS MAY BE CONTAINED IN THE INSTRUMENT UNDER WHICH SUCH PROPERTY IS RECEIVED OR OTHER LIMITATIONS IMPOSED BY LAW; C. TO RECEIVE DEPOSITS FROM LOCAL CHURCHES AND OTHER ORGANIZATIONS AND INSTITUTIONS OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH OR FLORIDA RESIDENTS AS MAY BE PERMITTED OR AUTHORIZED BY APPLICABLE LAW; TO PAY INTEREST ON SUCH DEPOSITS; TO OFFER DEBT SECURITIES THE PROCEEDS OF WHICH TO FUND LOANS MADE TO CHURCHES, INDIVIDUALS, ENTITIES, AGENCIES AND OTHER ORGANIZATIONS THE FOUNDATION SERVES; TO LEND MONEY TO LOCAL CHURCHES, ORGANIZATIONS, INSTITUTIONS AND AGENCIES RELATED TO THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH OR THE UNITED METHODIST CHURCH, OR TO CHURCHES, AGENCIES, DISTRICTS, SCHOOLS, ORGANIZATIONS AND CHARITIES WHOSE MISSION COMPLEMENTS AND SUPPORTS A WESLEYAN FOCUS ON ABUNDANT GRACE AND SHARED COMMITMENT TO MAKING DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD; D. TO RECEIVE ANY PROPERTY, REAL, PERSONAL OR MIXED IN TRUST, UNDER THE TERMS OF ANY WILL, TRUST OR OTHER INSTRUMENT FOR THE FOREGOING PURPOSES OR ANY OF THEM, AND IN ADMINISTERING SAME TO CARRY OUT THE DIRECTIONS AND EXERCISE THE POWERS CONTAINED IN THE TRUST INSTRUMENT UNDER WHICH THE PROPERTY IS RECEIVED, INCLUDING THE EXPENDITURE OF THE PRINCIPAL, AS WELL AS THE INCOME, FOR ONE OR MORE OF SUCH PURPOSES, IF AUTHORIZED OR DIRECTED IN THE TRUST INSTRUMENT UNDER WHICH IT IS RECEIVED; TO RECEIVE, TAKE TITLE TO, HOLD, AND USE THE PROCEEDS AND INCOME OF STOCKS, BONDS, OBLIGATIONS, OR OTHER SECURITIES OF ANY CORPORATIONS OR CORPORATION, DOMESTIC OR FOREIGN, ONLY FOR THE FOREGOING POWERS, OR ANY OF THEM; E. TO ACQUIRE, RECEIVE AND ACCEPT, BY WAY OF GRANT, GIFT, DEVISE, BEQUEST, PURCHASE, LEASE OR OTHERWISE, MONEY AND REAL AND PERSONAL PROPERTY OF EVERY KIND, NATURE AND DESCRIPTION, WITHOUT LIMITATION AS TO AMOUNT OR VALUE, INCLUDING SECURITIES (WHICH TERM, FOR ALL PURPOSES HEREOF, INCLUDES WITHOUT LIMITING THE GENERALITY THEREOF, SHARES OF STOCK, BONDS DEBENTURES, NOTES, MORTGAGES OR OTHER OBLIGATIONS, AND ANY CERTIFICATES, RECEIPT OR OTHER INSTRUMENTS, REPRESENTING ANY RIGHTS OR INTEREST THEREIN OR WITH RESPECT THERETO) CREATED OR ISSUED BY ANY PERSON, FIRM, ASSOCIATION, CORPORATION OR GOVERNMENT OR SUBDIVISION THEREOF; TO EXERCISE AS OWNER OR HOLDER OF ANY SUCH PROPERTY ANY AND ALL RIGHTS, POWERS AND PRIVILEGES IN RESPECT THEREOF, TO HOLD, ADMINISTER, SELL, CONVEY, DISPOSE OF, INVEST AND REINVEST SUCH PROPERTY AND THE INCOME AND PROCEEDS THEREOF; TO USE, APPLY OR DISBURSE ANY OF ITS PROPERTY OR THE INCOME OR THE PROCEEDS THEREOF, EXCLUSIVELY FOR OR TOWARD ANY ONE OR MORE OF ITS PURPOSES AS LISTED HEREIN; F. TO SOLICIT THE DONATION OR INVESTMENT OF FUNDS FROM BOARDS, AGENCIES, AND INSTITUTIONS AFFILIATED WITH THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH AND FROM DONORS, INDIVIDUALS, FAMILIES AND SUPPORTERS OF THE UNITED METHODIST CHURCH; TO RECEIVE, HOLD, INVEST, REINVEST, AND ADMINISTER SUCH FUNDS AND OTHER PROPERTY WHICH MAY BE GIVEN, TRANSFERRED, CONVEYED OR ENTRUSTED TO IT IN AN INVESTMENT FUND OR MORTGAGE POOL; TO ISSUE RECEIPTS TO SUCH DONORS AND HOLDERS OF PARTICIPATION CERTIFICATES, NOTES OR DEBENTURES FOR THEIR GIFTS, OR AS THE CASE MAY BE, INVESTMENT IN DEBT SECURITIES, AN INVESTMENT FUND OR MORTGAGE POOL; TO INVEST SUCH FUNDS IN MORTGAGE LOANS TO UNITED METHODIST CHURCHES, AND TO THE EXTENT DETERMINED BY THE BOARD OF DIRECTORS, TO INVEST IN STOCKS, BONDS, OR OTHER SECURITIES, WITHOUT BEING LIMITED TO SO-CALLED LEGAL INVESTMENTS FOR FIDUCIARIES; TO COLLECT THE INTEREST OR INCOME THEREOF; TO PAY TO INVESTORS SUCH INTEREST UPON THEIR INVESTMENTS AS MAY BE DETERMINED BY THE CERTIFICATES OF PARTICIPATION, NOTE OR DEBENTURES OR CONTRACTS WITH THE CORPORATION; TO PURCHASE, SELL, EXCHANGE OR OTHERWISE DISPOSE OF, PLEDGE, MORTGAGE, OR HYPOTHECATE, ALL KINDS OF SECURITIES, AND TO EXERCISE ANY AND ALL OF SAID POWERS, EITHER ON ITS OWN ACCOUNT, OR AS AGENT OR TRUSTEE FOR ALL PERSONS, FIRMS, CORPORATIONS, OR OTHER ORGANIZATIONS; G. TO PROVIDE, FOR A REASONABLE FEE, CONSULTING, FINANCIAL, STEWARDSHIP AND ADMINISTRATIVES SERVICES FOR LOCAL CHURCHES, ORGANIZATIONS AND INSTITUTIONS OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH, THE UNITED METHODIST CHURCH, OTHER RELIGIOUS ENTITIES ORGANIZED AS A 501(C)(3) NOT FOR PROFIT ORGANIZATION WHOSE MISSION COMPLEMENTS AND SUPPORTS A WESLEYAN FOCUS ON ABUNDANT GRACE AND SHARED COMMITMENT TO MAKING DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD, H. TO EXERCISE ANY, ALL AND EVERY POWER UNDER WHICH A NON-PROFIT CORPORATION ORGANIZED UNDER THE PROVISIONS OF THE FLORIDA NOT-FOR-PROFIT CORPORATION ACT, AS FROM TIME TO TIME MAY BE AMENDED, FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES, CAN BE AUTHORIZED TO EXERCISE. NO PART OF THE ACTIVITIES OF THIS CORPORATION SHALL BE THE CARRYING-ON OF PROPAGANDA OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION, OR THE PARTICIPATION IN ANY POLITICAL CAMPAIGN ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE. THE FLORIDA METHODIST FOUNDATION RECEIVED CEFEX (CENTER FOR FIDUCIARY EXCELLENCE) CERTIFICATION IN 2019. CEFEX CERTIFIED FIRMS ADHERE TO A STANDARD REPRESENTING THE BEST PRACTICES IN THEIR INDUSTRY. THE STANDARDS INCLUDE SPECIFIC CRITERIA WHICH HAVE BEEN SUBSTANTIATED BY REGULATION OR WRITTEN IN CONSULTATION WITH LEADING FIRMS. CEFEX CERTIFIED FIRMS VOLUNTARILY UNDERTAKE ANNUAL AUDITS BY INDEPENDENT EXPERT ANALYSTS. THIS CONTINUALLY VERIFIES THEIR ADHERENCE TO THE APPLICABLE STANDARD AND IS SUPPLEMENTAL TO OVERSIGHT PERFORMED BY REGULATORS, OR FINANCIAL AUDITORS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FLORIDA UNITED METHODIST FOUNDATION INC

Employer identification number

59-1148710

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH 450 MARTIN LUTHER KING JR AVE LAKELAND,FL33815 59-0904361	SUPPORT UNITED METHODIST CONGREGATIONS AND THEIR LAY AND CLERGY LEADERS	FL	501(C)(3)	LINE 1	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH - GRANTS	B	29,325	ACTUAL AMOUNTS
(2) FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH - LOANS	D	8,014,522	ACTUAL AMOUNTS
(3) FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH - OTHER SVCS	L	5,716,895	ACTUAL COST
(4) FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH - BUILDINGS	P	48,613	ACTUAL COST

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation
SCHEDULE R, PART V, LINE 2, ITEM(3)	THE FOUNDATION SUPPORTS THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH (CONFERENCE) AND ITS 615 CHURCHES AND AGENCIES (CHURCHES) PRIMARILY. SCHEDULE R REPORTS THE RELATIONSHIP WITH THE CONFERENCE ONLY EXCEPT FOR LINE L. THIS LINE INCLUDES THE TOTAL PROGRAM COST FOR THE CONFERENCE AND CHURCHES. THE FOUNDATION HAS GRANTED $93,894 TO THE CHURCHES AND LOANED $115,575,007.

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	205,364	137,672
9	Program service revenue (Part VIII, line 2g) .........	5,870,666	6,375,726
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	119,520	124,838
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	4,750	4,787
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	6,200,300	6,643,023
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	204,980	173,219
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,942,320	1,878,504
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,589,820	3,970,374
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,737,120	6,022,097
19	Revenue less expenses. Subtract line 18 from line 12.......	463,180	620,926
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	333,036,056	361,761,802
21	Total liabilities (Part X, line 26).............	320,451,208	347,808,539
22	Net assets or fund balances. Subtract line 21 from line 20.....	12,584,848	13,953,263

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 5,716,895 including grants of $ 173,219 ) (Revenue $ 6,492,864 )
	THE FOUNDATION IS A RELATED, BUT SEPARATELY ORGANIZED, ENTITY WITH THE PURPOSE OF SERVING THE FLORIDA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. ITS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. IT SERVES AS A CHANNEL FOR PHILANTHROPIC GIVING TO LOCAL CHURCHES, AGENCIES AND INSTITUTIONS AFFILIATED WITH THE FLORIDA CONFERENCE THROUGH VARIOUS TRUST VEHICLES. IN ADDITION, FUNDS DEPOSITED WITH THE FOUNDATION MAY BE LOANED TO UNITED METHODIST CHURCHES, AGENCIES AND INSTITUTIONS PRIMARILY WITHIN THE FLORIDA CONFERENCE FOR BUILDING AND OTHER CAPITAL PROJECTS. NUMBER OF UNITED METHODIST CHURCHES AND OTHER AGENCIES WITHIN THE FLORIDA ANNUAL CONFERENCE BENEFITED: CHURCHES 615

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses5,716,895

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) BEN SIMMONS........................................................................ BOARD MEMBER	4.30 .......................	X		0	0	0
(19) REV CESAR VILLAFANA........................................................................ BOARD MEMBER	4.30 .......................	X		0	0	0
(20) REV MARK BECKER........................................................................ PRESIDENT	37.50 .......................		X	118,471	0	103,700
(21) J THOMAS WILKINSON........................................................................ VICE PRESIDENT	37.50 .......................		X	150,694	0	41,550
(22) ANDREW CRASKE........................................................................ VICE PRESIDENT	37.50 .......................		X	115,881	0	42,305
(23) PAMELA W HICKS........................................................................ VICE PRESIDENT	37.50 .......................		X	152,380	0	32,006
(24) MARGARET COX........................................................................ TREASURER	37.50 .......................		X	97,170	0	15,733
(25) REV JOHN PETERSON........................................................................ VICE PRESIDENT	37.50 .......................		X	77,335	0	98,005
(26) ELIZABETH PARHAM........................................................................ VICE PRESIDENT	37.50 .......................		X	91,834	0	22,258

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	803,765	0	355,557

1	Briefly describe the organization’s mission or most significant activities: TO STRENGTHEN MINISTRIES OF UNITED METHODIST CHURCHES AND AGENCIES BY PROMOTING COMPREHENSIVE CHRISTIAN STEWARDSHIP THROUGH EDUCATION, CONSULTING, DEVELOPMENT AND FINANCIAL SERVICES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	16
6	Total number of volunteers (estimate if necessary) .............	6	18
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	137,672

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		137,672

		Business Code
2a	INTEREST - LOANS	525920	5,374,212	5,374,212
b	TRUST MANAGEMENT FEES	525920	665,217	665,217
c	INT - UNLOANED CASH	525920	317,270	317,270
d	EDUCATIONAL CONFERENCES & SEMINAR	525920	13,117	13,117
e	SERVICE FEES	525920	5,910	5,910
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		6,375,726

3 Investment income (including dividends, interest, and othersimilar amounts) ......			89,560	89,560
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	7,700	6,086,785	7a
b	Less: cost or other basis and sales expenses	0	6,059,207	7b
c	Gain or (loss)	7,700	27,578	7c
d	Net gain or (loss).........			35,278	27,578		7,700
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS INCOME		900099	4,787			4,787
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			4,787
12	Total revenue. See instructions.....			6,643,023	6,492,864	0	12,487

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	173,219	173,219
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,171,324	993,348	177,976
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	423,371	398,379	24,992
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	50,461	47,599	2,862
9	Other employee benefits .......	160,532	150,448	10,084
10	Payroll taxes ...........	72,816	67,440	5,376
11	Fees for services (non-employees):
a	Management ......	36,952	22,500	14,452
b	Legal .........	28,423	24,660	3,763
c	Accounting ...........	35,875	30,355	5,520
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	176,849	176,849
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	69,218	59,798	9,420
14	Information technology ......	140,417	128,782	11,635
15	Royalties ..
16	Occupancy ...........	48,613	44,238	4,375
17	Travel ............	39,050	34,251	4,799
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	18,450	14,923	3,527
20	Interest ...........	3,054,053	3,054,053
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	122,851	115,015	7,836
23	Insurance ...	69,245	62,993	6,252
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CONSTITUENT RELATIONS	112,705	102,376	10,329
b	ASSOCIATION FEES	9,168	7,838	1,330
c	EQUIPMENT RENTAL/MAINTE	5,557	5,406	151
d	MISCELLANEOUS	2,948	2,425	523
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	6,022,097	5,716,895	305,202	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			119	1	119
2	Savings and temporary cash investments .........			2,296,084	2	12,238,663
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			124,947,013	7	125,138,772
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			42,715	9	42,169
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,474,410
b	Less: accumulated depreciation	10b	1,107,329	1,442,558	10c	1,367,081
11	Investments—publicly traded securities .			5,056,868	11	5,706,415
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			13,134,149	13	4,175,894
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			186,116,550	15	213,092,689
16	Total assets. Add lines 1 through 15 (must equal line 33)...			333,036,056	16	361,761,802

17	Accounts payable and accrued expenses .....	174,759	17	378,785
18	Grants payable ...	199,221	18	50,000
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	185,144,087	21	211,991,714
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	134,933,141	25	135,388,040
26	Total liabilities. Add lines 17 through 25..	320,451,208	26	347,808,539

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	9,465,338	27	10,709,880
28	Net assets with donor restrictions ...........	3,119,510	28	3,243,383
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	12,584,848	32	13,953,263
33	Total liabilities and net assets/fund balances ........	333,036,056	33	361,761,802