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2014 Annual Review
Dear Friends,
There was a popular ditty written by Guy Clark a few years back that included this timeless wisdom:
Only two things that money can’t buy,And that’s true love and home-grown tomatoes.
The obvious fun of that sentiment is the pairing of the sublime with the mundane. But after a moment’s thought, there is an immediate recognition in the mind and taste buds that those two things do seem to echo a similar sort of transcendent perfection. Each is a good and true and real expression of something essential – something that cannot be contrived – something that cannot be improved upon – something that simply is what it is.
Jesus’ familiar imagery of vine, branch and fruit suggests a similar essential quality to Christian fruitfulness. The divine source feeds each interdependent part and brings the faithful disciple to the full fruition of the life that is truly life.
This Annual Review offers a sense of the variety and abundance of the United Methodist witness in Missouri. Now entering its 48th year, the Missouri United Methodist Foundation continues to branch and twine and bear fruit. All is testimony to the vision and love of scores of faithful disciples – past and present – and the abiding love and prevenient grace of the living Lord.
Spring is just around the corner. Time to get those tomato seeds started!
Yours in Service,
David P. Atkins
I am the vine; you are the branches. If you remain in me and I in you, you will bear much
fruit; apart from me you can do nothing.John 15: 5 (NIV)
BOARD OF DIRECTORS
Executive BoardJulie Salmon, PresidentLarry Tucker, Vice PresidentRobert Rowlinson, TreasurerPaula King, SecretaryClifford Sledge, Assistant SecretaryThomas Hilton, Investment Chair
Board MembersNancy Abernathy, Poplar BluffT. Cody Collier, Kansas CityMorris Dock, SpringfieldRussell Harrison, KirksvilleDaniel R. HeiRonimus, SikestonJanet L. Jacobs, FayettePam Moench, St. LouisC. Michael Schreiner, St. LouisTom Taylor, Kansas CitySusanne Teel, St. JosephKent Thomas, SpringfieldSteve York, Kansas City
Ex OfficioRobert C. Schnase, Resident BishopNate Berneking, Conference Treasurer
Unrestricted Net Assets
Temporarily Restricted Net Assets
Permanently Restricted Net Assets
Church Investment Accounts
Charitable Gift Annuities
Charitable Remainder Trusts
Total
TOTAL ASSETS UNDER MANAGEMENTDecember 31, 2014
Unaudited
$12,243,045
$2,522,140
$9,741,417
$54,339,194
$3,205,409
$2,044,508
$84,095,712
ASSET
GROWTH
December 31, 2013 Audited
$12,266,484
$5,706,202
$6,707,529
$51,513,799
$2,765,899
$1,995,882
$80,955,795
Historical Returns (%)*Last 12 Months: 3.3%Last 3 Years: 8.1%Last 5 Years: 7.3% Last 10 Years: 5.6% Since Inception: 8.0% (December 1990)
INVESTMENT PERFORMANCE
Ten-year Annualized Average Net Returns(as of 12/31/14)
The investment program seeks to preserve principal, maintain purchasing power and provide reliable and sustainable income for the support of ministry. In addition, Foundation educational materials,
personnel and programming are available to assist committees and boards in building a strong and vital stewardship program.
To learn more, contact the Foundation office at 800-332-8238 or visit us online at www.mumf.org.
* Historical returns are time-weighted and net of all costs, commissions and fees associated with the investments. Returns for periods greater than 12 months are annualized. Please refer to the Disclosure Statement for a full description of costs and fees. Past performance is no guarantee of future returns.
AGGRESSIVE FUNDTOTAL ASSETS:
$40,522,079
6.00%
5.00%
4.00%
3.00%
2.00%
1.00%
0.00%
BALANCED FUNDTOTAL ASSETS:
$37,068,642 CONSERVATIVE FUNDTOTAL ASSETS:
$4,308,647
Historical Returns (%)*Last 12 Months: 3.1% Last 3 Years: 4.7%Last 5 Years: 5.7% Last 10 Years: 4.9% Since Inception: 5.8% (April 1997)
Historical Returns (%)*Last 12 Months: 3.3%Last 3 Years: 10.0%Last 5 Years: 8.0%Last 10 Years: 5.7% Since Inception: 8.6% (June 1994)
$84,094,159 :
$54,339,194 :
$4,019,911 :
$5,080,136 :
$5,249,917:
$450,117:
$228,595 :
$1,091,713 :
$324,295 :
$54,000 :
$64,500 :
2014 FAST FACTSTotal assets under management Market value of investment accounts owned by 182 Missouri United Methodist churches and 33 UM institutions & agencies Dollars withdrawn by churches for use in ministry New dollars contributed by donors to permanent funds or deposited by churches and UM\institutions into investment accounts Market value of all gift annuities and charitable remainder trusts under administration Annuity or unitrust payments made to charitable gift annuitants and trust holders Donated to create new charitable gift annuities benefiting UM churches and institutions as determined by donors Proceeds to UM churches and institutions processed through the Foundation’s Stock Gift Pass Through program Grants awarded to churches and related ministries College scholarships awarded to United Methodist undergraduate students Seminary scholarships for UM divinity students
2003-2014 Ministry Grant Program Summary: $2,843,320.52
Aurora UMC - $3,000 for new A/V equipment
Bowling Green First UMC- $3,000 for new A/V equipment
Branson UMC - $3,000 to provide new A/V equipment for a new worship service
Camp Jo-Ota - $2,000 for new A/V equipment
Carrollton UMC - $1,045 for new A/V equipment
Centennial UMC – Kansas City- $5,000 to replace the church organ
Central Methodist University- $10,000 to create a Center for Faith and Service
Clair UMC – St. Joseph - $5,000 for materials to start a young adult & college-age ministry
Cole Camp First UMC - $3,000 for new A/V equipment
Eldon UMC - $2,000 for a new computer
Grace UMC - Sullivan - $3,000 for new A/V equipment
Grace UMC - Higginsville - $3,000 for new A/V equipment
Harper Chapel UMC - Osage Beach - $3,000 to purchase a school bus for children and youth programs
Spring 2014
GRANTS
Independence First UMC - $5,000 for new A/V equipment
Kingdom House – St. Louis - $3,000 to create a curriculum for the Urban Forum program
Knob Noster UMC - $2,000 to build a handicap restroom
Lazarus Ministries of Grand Avenue Temple – Kansas City- $5,000 to purchase a van
Lexington UMC - $3,000 for new A/V equipment
Liberty UMC - $3,000 for new A/V equipment
Lydia Patterson Institute - $2,500 for new physics books
Mexico UMC - $5,000 to install a fire detection system
Midway Locust Grove UMC- $3,000 for new A/V equipment and sanctuary lighting
Missouri Conference - Pastoral & Congregational Excellence - $75,000 to provide 50% funding for two new Pastor Fellowships
New Bloomfield UMC - $3,000 for new A/V equipment
New Horizons UMC - Columbia- $3,000 to provide a summer recreation program for youth
Oak Grove UMC - $3,000 to replace the playground equipment at the church
Oakton UMC - Lamar - $5,000 to continue an Hispanic ministry worship service
Rauch Spence Memorial UMC- Sikeston - $1,500 for new A/V equipment
Renaissance UMC – Kansas City - $3,500 for a new computer
Saint Paul School of Theology- $2,500 for Distance Education Certification Courses and re-design of current curriculum
Salisbury UMC - $3,000 for new A/V equipment
Shalom House – St. Louis - $2,500 to purchase the Hazelden Complete Living in Balance Program
St. Mark’s UMC - Independence - $1,500 for new A/V equipment
Sturgeon UMC - $2,500 to install a chair lift
The Way UMC - Wentzville- $5,000 for portable worship equipment
Theodosia UMC - $3,000 to install a new LED outdoor sign
Fall 2014Arlington UMC - Bridgeton - $1,000 to help support "Wild on Wednesday" outreach program
Asbury UMC – St. Louis - $2,400 to upgrade the church security system
Ash Grove UM Presbyterian Church - $4,000 for new A/V equipment
Bolivar UMC - $7,500 to renovate a second worship center
Camdenton UMC - $3,000 for new A/V equipment
Central UMC – Webb City - $9,000 to upgrade the church kitchen
Charleston UMC - $2,500 to hire a director of children's and youth ministries
Dogwood UMC – East Prairie $5,000 for new A/V equipment
Elevation Church - Fenton- $4,000 to obtain portable worship supplies for Children's Ministries
Epworth Children & Family Services – St. Louis - $10,000 to help fund the Epworth Street Outreach Service (SOS)
GRANTS
Esther UMC – Park Hills - $1,500 for new A/V equipment
Gashland UMC – Kansas City - $6,500 to help purchase equipment for a contemporary service
Grant City UMC - $3,000 for new A/V equipment
Jasper UMC - $3,000 for new A/V equipment
Jefferson Avenue UMC – Moberly - $2,500 for new A/V equipment
Jefferson City First UMC - $3,000 for a computer lab
Laclede UMC - $4,500 to renovate the fellowship hall
Licking UMC - $3,000 to create a new worship space in the fellowship hall
Missouri UMC - Columbia- $5,000 for new AV screen in the multi-purpose room
Morning Star Church – O’Fallon - $5,000 for a new network server
Newhouse, Inc.- Kansas City- $6,750 to help support the Night Emergency Shelter program
North Park UMC – St. Louis- $2,500 to begin Freedom Train Forums
North Park UMC – St. Louis- $3,000 to help support their after school program
Pathways UMC - Oronogo- $1,200 for a new kitchen freezer
Pathways UMC – Oronogo- $3,000 for new A/V equipment
Shalom House – St. Louis - $2,500 to help support the chaplain's part-time position
Strafford UMC - $3,000 to replace the sound system and install display televisions in the sanctuary
SunRise UMC – Wright City - $6,500 for new outdoor signs
Wesley UMC - Sikeston - $3,000 for a new sound system
West Plains First UMC - $10,000 to renovate a second worship center
Wilcox UMC - Maryville - $900 for new A/V equipment
Woods Chapel UMC - Odes-sa- $5,000 to upgrade kitchen appliances
Asbury UMC – Kansas CityMaxine Zeckser
Avondale UMC - Kansas CityMargery Kuhler (7) Blue Springs First UMCAnonymousJohn & Katherine Rosendahl
Bolivar UMCFrank & Rita Terhune
Campbell UMC - SpringfieldFrances M. Lampe
Central Methodist UniversityRaymond & Catherine CarnesDonald A. Davis (2)Robert L. & Velma F. FeltTreva S. HallElizabeth Vahle
Christ UMC - IndependenceJames & Juanita Knight
Church of the Shepherd - St. PetersAnonymous
Clinton UMCBettyrae Fluke
Cornerstone UMC - O’ FallonFrank Davis (2)
Country Club UMC - Kansas CityEdward C. & Mary Ellen OlssonJeannette Ragan
Della Lamb - Kansas CityAnonymous
Epworth Family Services - St. LouisJack AdamsBernice ChastainEvelyn DonnellCarl & Shirley GarrettAnn JohansonGuy & Joan JohnsonBetty A. MelbyEvelyn TerrallElizabeth Vahle
FoundationAnonymous Robert L. & Velma F. FeltByron GilbreathWarren & Mary Ellen MeyerLois Mondy
Gambrill Gardens - St. LouisTed G. Matkin Valeria Murray (2)
Gashland UMC - Kansas CityMargery Kuhler
Glasgow UMCJames & Claire Matthews
Hannibal First UMCAnonymous (2)Donna J. Setterberg (2)
CHARITABLE GIFT ANNUITIESCharitable Gift Annuities provide income for the life of the annuitant and the remainder of the charitable gift
benefits a United Methodist charity designated by the donor.
Listed are gift annuities established at the Foundation with charitable beneficiaries in bold.
King’s Way UMC - SpringfieldAnonymousWilliam & Joyce Clark (2)Rita A. Cook
King’s Way UMC Mission EndowmentRuth Ann Auner
Kingdom House - St. LouisAnonymous (4)Jack AdamsTed G. Matkin (2)Glenna Mae McClainMary Ellen Meyer
Kingswood Foundation - Kansas CityHoward Jeter
Kirkwood UMCEvelyn TerrallDeane & Fancine Thompson
Lee’s Summit UMCAnonymous (2)
Liberty UMCFred A. Dick
Lincoln UMCJuanita M. Hovendick
Manchester UMCAnonymous (2)Allie Garrison (2)Richard Vreeland
Maysville UMCNoma Vaughn
MO Area Office of Camping & Retreat Ministries-Blue MountainElizabeth Vahle
MO Conference Congregational DevelopmentVirginia Ruth BronsonRobert & Lois Windsor (3)
Missouri UMC - ColumbiaJudy Parsons
Mt. Gilead UMC - BolivarEugene Bill Roberts
Mt. Zion UMC - St. LouisTed Matkin (8)
Newhouse - Kansas CityDortha Mae Olsen
North Kansas City First UMCWanda EbertMarion GentryMary Lou GentryIone McIntyre
Open Hearts UMC - Wright CityAnonymous
Oregon UMCElizabeth Waller (2)
Ozarks Methodist Manor - MarionvilleCecil FergusonBetty Frederick
Pathways UMC - SpringfieldAnonymous
Platte Woods UMCWanda Weisz
Poplar Bluff First UMCJerry & Ernestine Arnold
Potosi UMCRose Mary ElliotGlenna Mae McClain
reStart - Kansas CityAnonymous
Richmond UMCAnonymous
Rolla First UMCGerald Huddleson (3)
Saint Paul School of TheologyAnonymousMike & Karen FarrellSally Firestone (3)Gary HarmsCleo KottwitzRuth NothdurftW. Clark Randall (2)Isabelle SauerMargaret SonnendayElizabeth VahleWalter & Norma Wilkening
Shepherd’s Center - St. LouisRichard Vreeland
Siloam Chapel Cemetery AssociationJames & Claire Matthews
Spofford - Kansas CityMargery KuhlerMaxine Zeckser
Spofford Foundation - Kansas CityClifford & Mary Beth Seger
St. Luke’s UMC - Kansas CityM. Eileen Crabtree
St. Mark’s UMC - FlorissantAnonymous
St. Stephen UMC - TroyFaye Pavelka
Stoutland UMCJames & Juanita Knight
Trinity UMC - PiedmontAnonymous
UMCORAnonymous (2)Gerald Huddleson (2)Byron GilbreathJoe & Janet Laws
Union UMCJoe & Janet Laws
University UMC - St. LouisBetty A. MelbyPhyllis Vierheller
Webster Hills UMCLloyd & Betty Watkins (2)
Wesley Chapel UMC - KingsvilleAnonymous
Windsor UMCLela Baskins
Windsor UMC UMWLela Baskins
Wood’s Chapel UMC - OdessaAnonymous
Zion UMC - GordonvilleAnonymous
Centenary UMC-Bonne TerreEllen O. Kottwitz Memorial Scholarship Fund
Centenary UMC-Cape GirardeauFrank Bean HVAC Fund
Central Methodist University - FayetteHenry F. & Roberta H. Niemann Memorial FundRev. David W. Richardson Memorial Endowment FundDorian S. Taylor Scholarship TrustThe Unity Award Endowment Fund
Centralia UMCEllen O. Kottwitz Memorial Scholarship Fund
Children’s CharitiesMatt & Sheila Cappello “For Elise & Sam” Fund
Children’s Hope Chest – Colorado Springs, COIvan & Mildred Burks Fund
Church MusiciansJeanne Russell Williams Memorial Endowment Fund
Clergy and Laity EducationBishop Robert & Thelma Goodrich Memorial Trust Nancy McMullin Permanent Endowment FundOrdinands Education & Spritual Growth Fund
Clergy SupportAnonymous Memorial Trust Clergy & Clergy Family Emergency Endowment FundGladys Hovis Clergy Retiree Housing Fund
Clever UMCArlie & Laura Little Memorial Trust
Coldwater United Methodist CemeteryAlbert M. & Flora Fulton Coldwater Cemetery Trust Thompson R. Fulton & Rose Fulton Cramer Memorial TrustAlbert & Angeline Costner/ J. Frederick Fulton & Minnie Costner Fulton Memorial Perpetual Fund
Community UMC-ColumbiaEdna M. Burch Memorial FundJohn & Miriam McClure Memorial Trust
Community UMC UMW-ColumbiaMiriam McClure Memorial Scholarship
Country Club UMC-Kansas CityDr. & Mrs. J. H. Hewlett Memorial Endowment Fund Tom & Phyllis Wheatley Memorial Endowment Fund
Cuba UMC Apportionment Endowment FundGeneral Endowment FundScholarship Endowment Fund
DESIGNATED FUNDSThe following funds provide income to a church, agency, or ministry as designated by the donor.
Beneficiaries receiving income are listed in bold.
Asbury Theological Seminary – Wilmore, KYMissouri Asbury Alumni Association Scholarship Fund
Auxvasse Municipal CemeteryAuxvasse UMC Perpetual Cemetery Care Fund
Avondale UMC – Kansas CityLloyd & Adena McKemey Memorial Fund
Belgrade UMCBelgrade UMC Scholarship Fund
Blue Springs First UMCInez Dexheimer Scholarship Fund
Bolivar UMCDunnegan Memorial Permanent Trust
Broadway / Keystone UMC – Kansas CityJames & Marjory Mordy Charitable Fund
Brock UMC Cemetery - MemphisLawrence Family Memorial Endowment
Carolyn Belshe Orphanage- MozambiqueAnonymous Woodlandville UMC Mozambique Orphanage Fund
Cassidy UMCBetty Ann Rogers Memorial Fund
Epworth Family Services – St. LouisJames & Elizabeth Hertzler Permanent Endowment FundHenry F. & Roberta H. Niemann Memorial FundRev. David W. Richardson Memorial Endowment Fund The Norman & Eureath Schoeppel Memorial Endowment Fund
Fairfax UMCPauline Arnold Scholarship Fund
Foundation College ScholarshipsClint & Marge Hawkins Memorial Christian Education TrustLawrence & Gracia Herbert Scholarship FundMerrydelle G. May Perpetual Memorial Fund Judge Leah B. McCartney Scholarship FundMary Alice Reinhardt Memorial Scholarship Fund Mildred Willock Scholarship Fund
Foundation Seminary ScholarshipsBert Bolin Seminary Scholarship Trust Selma Borgeson Seminary Scholarship FundOscar Cole Seminary Scholarship TrustOgle O. Menees Permanent TrustVernon & Allie Meyer Seminary Scholarship FundRay & Norma Miller Seminary Scholarship FundWilbur & Mildred Miller Seminary Scholarship FundOtto & Carolyn Steinhaus Seminary Scholarship FundMUMF Seminary Scholarship Fund
Foundation Ministry GrantsAnderson/Klosterman Charitable Memorial TrustWilliam E. Baker Permanent Trust FundCharles Cecil & Joy Dean Bush Memorial FundFranklin & Louise Cole Unrestricted FundRobert & Geraldine de Jong Memorial Unrestricted FundDirectors Permanent Endowment FundHelen Gibbs Memorial FundAlexander & Gilbreath Endowment FundChance Harp Memorial FundEthel K. Hayward Memorial Endowment FundBetty Kishpaugh Memorial FundBates Lohman Memorial FundReverend Keith & Barbara Maxwell Memorial Trust Merrydelle G. May Perpetual Memorial FundLloyd & Adena McKemey Endowment Fund (2)C. Ben & Dymple Medlen Memorial FundCeleste S. Menees Endowment FundVernon & Allie Meyer Unrestricted Memorial Fund Calvin & Mary Moore Memorial TrustE.A. Morgan Family Endowment Fund Paul L. & Helen Shuck Ross Memorial Trust Rogers & Miriam Wohlberg Memorial Fund Rev. Theodore H. Wolff Administrative Memorial TrustGerald E. Yardley Memorial Endowment Fund
Foundation New Church Development GrantsRev. Charles & Bernice Miller New Church Development Trust
Gateway Central/Regional DistrictsEffie June Poole Memorial Trust
Green City UMCRev. Orville & Tessie Shriver Memorial Fund
Hannibal First UMCClarence B. & L. Courtney McOwan Memorial FundMcOwan, Young & Northcutt Memorial FundArthur & Pansy Young Permanent Trust
Huffman Memorial UMC – St. JosephThe DeShon Family Endowment Fund
Instituto Uniao de Uruguaiana da Igreja MetodistaWilliams Family Permanent Trust
Kimberling City UMCRobert & Nina M. Campbell Memorial Endowment
Kingswood Manor – Kansas CityPearle Davis Memorial Fund
Knox City UMCCharles C. & Mary A. Croy Endowment Trust
La Croix UMC – Cape GirardeauRon & Linda Watts Ministry Scholarship Endowment Fund
LaPlata UMCVera Gillet Permanent Trust Paul L Ross Permanent Trust
MO Conference Office of Creative Ministries Albert & Angeline Costner/J. Frederick Fulton & Minnie Costner Fulton Memorial Perpetual Fund
MO Conference Mozambique InitiativeCleta Young Memorial Fund
MO Conference Board of Ordained Ministry Hubert Bicknell Walker Fund for Ordained Ministry
MO Conference Values TeamBetty Admussen Native American Scholarship Fund
Nelson Memorial UMC – BoonvilleNelson Memorial UMC Van Fund
Nelson Memorial UMC - East PrairieLela Hill Scott & Arpa Hill Lewis Memorial Fund
Neosho UMCNeosho Music Fund
Normandy UMCLeander E. & Nellie R. Rossel Perpetual Fund
North Kansas City First UMCMarjorie Hendren Charitable Fund
Ohio Street UMC - ButlerFamily Life Center Fund
Old Appleton CemeteryZion UMC of Old Appleton Cemetery Endowment Fund
DESIGNATED FUNDS CONTINUED
Leslie UMCMatilda S. Wolff Capital Maintenance Fund
Linn Memorial UMC-FayetteElizabeth Epple Endowment Fund
Linneus UMCJim & Edna M Burch Memorial Fund
Luray UMCGeorge Boley Memorial Fund
Manchester UMC Circle of ConcernZack F. & Kathryn L. Bettis Endowment
Marquand UMCMabel E. Dees Endowment Fund
McCurdy Ministries – Espanola, NMThe Marian L. Firestone Scholarship Fund
Beacon Ridge & Wesley Mission United Methodist Church of Southern AfricaBridges of Hope Scholarship Fund
Mexico UMCJohn & Shirley McClure Youth Ministry Memorial FundThe Norman & Eureath Schoeppel Memorial Endowment Fund Midway Locust Grove UMCNola D. Robinson Memorial Fund
Milan UMCPhillip M. Marr Charitable Memorial Trust
Missions for Children’s Hospitals Dorothy Schellhase Permanent Endowment
Missouri UMC-ColumbiaJim Burch Memorial FundFred & Rebecca Meinershagen Memorial FundThe Norman & Eureath Schoeppel Memorial Endowment Fund
Missouri United Methodist WomenThe Norman & Eureath Schoeppel Memorial Endowment Fund
MO Conference Board of PensionsReverend Theodore H. & Matilda Wolff Memorial Trust
MO Conference Congregational DevelopmentMary Margaret Cairns Charitable Memorial FundGeorge Clinton Memorial FundAdrian & Margaret Harmon Ministry Endowment Trust
MO Conference Fund for Area DevelopmentAnonymous Perpetual Fund
MO Conference CampsGunn City UMC Endowment FundRobert & Geraldine Glenn Camp ScholarshipKing Hill UMC Camp Scholarship FundRev. David W Richardson Memorial Endowment Fund
Ozarks Methodist Manor - MarionvilleOgle O. Menees Permanent Trust
Ozark UMCMildred L. & James T. Workman Charitable Trust
Perkins School of Theology – Dallas, TXClarence B. & L. Courtney McOwan Memorial Fund
Ravenwood UMCAdwell Good Samaritan Fund
Rocheport UMCEdna M. Burch Memorial Fund
Saint Paul School of Theology – Overland Park, KSThe Boone and Nadine T. Ingels Memorial Scholarship Fund
Salem in Ballwin UMCMarie Mordt Brakemeyer Memorial Charitable Fund
Sedalia First UMCN.B. Williams Perpetual Memorial Endowment Fund
Sedalia Wesley UMCHenry F. & Roberta H. Niemann Memorial Fund
Sedalia Wesley UMC UMWHenry F. & Roberta H. Niemann Memorial Fund
Shiloh UMC - ForistellJack & Evelyn Goode Educational Fund
Sikeston First UMCAnonymous Permanent TrustGarwood & Ruth Felker Sharp Scholarship FundGarwood & Ruth Felker Sharp Community Outreach Fund
Smith Chapel-SikestonRuth Felker Sharp Scholarship Fund
Smith Creek UMC – Warren CountyLeroy Brakemeyer Memorial Charitable Fund
Spofford – Kansas CityIvan & Mildred Burks Fund
St. John’s UMC – Kansas CityAlwin & Joyce Rector Donor Restricted Trust
St. Peter UMC-Blue SpringsRachel House Hudson Camp Fund
Tipton UMCThe William H. & Jo Ann Dinwiddie Education Fund
Trinity UMC-PiedmontAlbert & Angeline Costner Memorial Trust J. Frederick & Minnie Costner Fulton Memorial Trust Albert M. Fulton Memorial Trust (2)Thompson R. & Laverne W. Fulton Perpetual TrustEd & Joann Seitz Memorial Scholarship FundThe Trinity UMC Children’s Camp Fund
UMCORAxthelm Family UMCOR FundBlanche Hubbard UMCOR Endowment Trust
University UMC -St. LouisJames & Elizabeth Hertzler Permanent Endowment Fund
University UMC UMW - St. LouisErma Shadle Memorial Endowment Fund
Warsaw First UMCGordon H. Drake Charitable Memorial Trust
Watoto Child Care Ministries - Lutz, FLIvan & Mildred Burks Fund
Wilderness Camp and Retreat CenterJanice Beadleston Permanent Endowment
Wesley UMC-JacksonMr. & Mrs. Carl Trickey Permanent Endowment Trust
Wesley UMC – SpringfieldMargaret Curtis Permanent Endowment Trust
Wesley Memorial UMCFranklin & Louise Cole Memorial Fund
Woodlandville UMCAnonymous Education Fund
Zion UMC-St. LouisChris W. & Shirley J. Fotenos Charitable Fund
CHARITABLE REMAINDER TRUSTS 2014 (Unitrust & Annuity Trusts)
Central Methodist UniversityWayne & Nancee ByingtonEdie A. CrinerDonald A. Davis, Sr.Robert Rogers
Clever UMCClejo King
Endowment for Discipleship (New Churches)Earl J. Wipfler, Sr.
FoundationSydney Ann AtkinsAudrey LytleM. Leo ShumakerAlthea Smithers
Multiple BeneficiariesEve Spencer
Salem-in-Ladue UMCHans Fischer
Zion UMC-St. LouisAlthea Smithers
ENDOWMENT FOR DISCIPLESHIP Frieda Betts Perpetual FundOrville & Jackie Hicks FundLincoln & Margaret Malven FundRalph & Martha Maxton Fund to Honor Neil SteinSt Charles First UMC Paul & Daleva Metcalf Memorial FundBethany Mueller FundCharles Mueller FundJacob Mueller FundPaul Mueller FundAnna Porch FundDaniel Porch FundDanielle Porch FundElijah Porch FundElizabeth Porch Fund Isaac Porch Fund
Joshua Porch FundKristin Porch FundLauren Porch FundMaria Porch FundNorman Porch Reserve FundSarah Porch FundMarguerite Tapy Permanent FundSt Charles First UMC Frank & Ruth Tucker Memorial FundEarl & Elinor Wipfler Permanent FundEarl & Elinor Wipfler Permanent Trust IIRevs Robert G & Margie M Woods Permanent FundGordonville Zion UMC FundCape Girardeau South Clergy Fund
Charitable Remainder Trusts provide income payments and tax savings to the donor(s) and/or other named persons. When terminated, the following trusts will benefit the
charitable beneficiaries listed in bold.
David P. Atkins, JDExecutive Director
Linda Mary Neal, Esq.Foundation Representative
Warren J. MeyerFoundation Representative
FOUNDATION STAFF
Lauran BurginOffice Administrator
Roberta Sanders Financial Assistant
Monett Lite Director of Operations
Missouri United Methodist Foundation800-332-8238 www.mumf.org
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Sunday School, Breakfast Club...
Where two or three are gathered, your Foundation will be there to share ideas and information... and coffee!
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“We remain connected to the vine because that is the way we bear fruit. And here the inward spiritual grace becomes an outward and visible sign. The natural consequence of a healthy root taking in nutrients is that it produces something
wonderful. It bears fruit.” -- Kenneth H. Carter, Jr.