Designated Funds 2011 - Mumf
Designated Funds 2011The following funds provide income to a church, agency, or ministry as designated by the donor.Beneficiaries receiving income are listed in bold.Asbury Theological SeminaryMissouri Asbury Alumni AssociationScholarship FundAuxvasse Municipal CemeteryAuxvasse UMC Perpetual Cemetery Care FundClergy and Laity EducationBishop Robert & Thelma GoodrichMemorial TrustNancy McMullin Permanent Endowment FundOrdinands Education & Spiritual Growth FundBroadway UMCJames & Marjory Mordy Charitable FundClergy SupportAnonymous Memorial TrustRev Theodore H & Matilda Wolff MemorialTrust FundRev Keith & Barbara Maxwell Memorial TrustClergy & Clergy Family EmergencyEndowment FundGladys Hovis Retiree Housing FundBrock UMC CemeteryLawrence Family Memorial TrustClever UMCArlie & Laura Little Memorial TrustCarolyn Belshe Orphanage-MozambiqueWoodlandville UMC MozambiqueOrphanage FundColdwater United Methodist CemeteryAlbert M & Flora Fulton ColdwaterCemetery TrustThompson R Fulton & Rose Fulton CramerMemorial TrustAlbert & Angeline Costner/J Frederick Fulton &Minnie Costner Fulton Memorial Perpetual FundBelgrade UMCBelgrade UMC Scholarship FundBolivar UMCDunnegan Memorial Permanent TrustCassidy UMCBetty Ann Rogers Memorial FundCentenary UMC-Bonne TerreEllen O Kottwitz Memorial Scholarship FundCentenary UMC-Cape GirardeauHVAC FundCentral Methodist UniversityHelen Gibbs Memorial FundDorian S. Taylor Scholarship TrustRev David W Richardson MemorialEndowment FundHenry F & Roberta H Niemann Memorial FundThe Unity Award Endowment FundCentralia UMCEllen O Kottwitz Memorial Scholarship FundChildren’s CharitiesMatt & Sheila Cappello “For Elise & Sam” FundChurch MusiciansJeanne Russell Williams MemorialEndowment Fund10 Missouri United Methodist FoundationCommunity UMC-ColumbiaEdna M Burch Memorial FundJohn & Miriam McClure Memorial TrustCommunity UMC UMW-ColumbiaMiriam McClure Memorial ScholarshipCountry Club UMC-Kansas CityDr & Mrs J H Hewlett MemorialEndowment FundTom & Phyllis Wheatley MemorialEndowment FundCuba UMCApportionment Endowment FundScholarship Endowment FundEpworth Family ServicesRev. David W Richardson MemorialEndowment FundHenry F & Roberta H Niemann Memorial FundJames & Elizabeth Hertzler PermanentEndowment Fund
Fairfax UMCPauline Arnold Scholarship FundFerguson UMCAnderson/Klosterman Charitable Memorial TrustFoundation College ScholarshipsJudge Leah B McCartney Scholarship FundClint & Marge Hawkins Memorial ChristianEducation TrustBetty Admussen Native American Scholarship FundMary Alice Reinhardt Memorial Scholarship FundFranklin & Louise Cole Unrestricted FundLloyd & Adena McKemey Endowment FundVernon & Allie Meyer Unrestricted Memorial FundRobert & Geraldine de Jong MemorialUnrestricted FundRogers & Mirian Wohlberg Memorial FundGateway Central/Regional DistrictsEffie June Poole Memorial TrustGreen City UMCRev Orville & Tessie Shriver Memorial FundFoundation Ministry GrantsChance Harp Memorial FundBetty Kishpaugh Memorial FundCeleste S Menees Endowment FundAlexander & Gilbreath Endowment FundMerrydelle G May Perpetual Memorial FundGerald E Yardley Memorial Endowment FundHannibal First UMCMcOwan, Young & Northcutt Memorial FundArthur & Pansy Young Permanent TrustClarence B & L Courtney McOwan MemorialFundFoundation New Church Development GrantsRev Charles & Bernice Miller New ChurchDevelopment TrustInstituto Uniao de Uruguaiana da IgrejaMetodistaWilliams Family Permanent TrustFoundation Seminary ScholarshipsOscar Cole Seminary Scholarship TrustBert Bolin Seminary Scholarship TrustOtto & Carolyn Steinhaus Seminary ScholarshipFundOgle O Menees Permanent TrustRay & Norma Miller Seminary Scholarship FundSelma Borgeson Seminary Scholarship FundWilbur & Mildred Miller Seminary ScholarshipFundVernon & Allie Meyer Seminary Scholarship FundMUMF Seminar Scholarship FundKimberling City UMCRobert & Nina M Campbell MemorialEndowmentFoundation Unrestricted FundAnonymous Memorial TrustAlexander & Gilbreath Endowment FundAnderson/Klosterman Charitable Memorial TrustWilliam E Baker Permanent Trust FundCharles Cecil & Joy Dean Bush Memorial FundDirectors Permanent Endowment FundEthel K Hayward Memorial Endowment FundMerrydelle G May Perpetual Memorial FundC Ben & Dymple Medlen Memorial FundCalvin & Mary Moore Memorial TrustPaul L & Helen Shuck Ross Memorial TrustRev Theodore H Wolff Administrative MemorialTrustGerald E Yardley Memorial Endowment FundBates Lohman Memorial FundLeslie UMCMatilda S Wolff Capital Maintenance FundHuffman Memorial UMCLarry DeShon Charitable FundKingswood ManorPearle Davis Memorial FundKnox City UMCCharles C & Mary A Croy Endowment TrustLaPlata UMCVera Gillet Permanent TrustPaul L Ross Permanent TrustLinn Memorial UMC-FayetteElizabeth Epple Endowment FundLinneus UMCJim & Edna M Burch Memorial FundLuray UMCGeorge Boley Memorial FundManchester UMCZack F & Kathryn L Bettis EndowmentFunds continued on page 122011 Annual Review 11
Funds continued from page 11Marquand UMCMabel E Dees Endowment FundMcCurdy School of Northern New MexicoThe Marian L Firestone Scholarship FundMethodist Church of Southern AfricaBridges of Hope Scholarship FundMexico First UMCJohn & Shirley McClure Youth MinistryMemorial FundMidway Locust Grove UMCNola D Robinson Memorial FundMilan UMCPhillip M Marr Charitable Memorial TrustMissions for Children’s HospitalsDorothy Schellhase Permanent EndowmentMissouri UMC-ColumbiaJ W (Jim) Burch Memorial FundFred & Rebecca Meinershagen Memorial FundMO Area CampsRev David W Richardson Memorial EndowmentFundMO Conference Congregational DevelopmentMary Margaret Cairns Charitable Memorial FundAdrian & Margaret Harmon Ministry EndowmentTrustE A Morgan Family Endowment FundMO Conference Fund for Area DevelopmentAnonymous Perpetual FundMO Conference CampsGunn City UMC Endowment FundMO Conference Global Connections TeamAlbert & Angeline Costner/J Frederick Fulton &Minnie Costner Fulton Memorial Perpetual FundMO Conference Ordained Ministry TeamHubert Bicknell Walker Fund for OrdainedMinistryMO Conference Board of PensionsTheodore H & Matilda Wolff Memorial Trust12 Missouri United Methodist FoundationMr. Zion UMC-St. LouisHunt Family Charitable FundNelson Memorial UMC – BoonvilleNelson Memorial UMC Van FundNelson Memorial UMC - East PrairieLela Hill Scott & Arpa Hill Lewis Memorial FundNormandy UMCLeander E & Nellie R Rossel Perpetual FundOhio Street UMCFamily Life Center FundOld Appleton CemeteryZion UMC of Old Appleton CemeteryEndowment FundOzark Methodist ManorOgle O Menees Permanent TrustOzark UMCMildred L & James T Workman Charitable TrustPerkins School of TheologyClarence B & L Courtney McOwan Memorial FundRavenwood UMCAdwell Good Samaritan FundRocheport UMCEdna M Burch Memorial FundScholarshipsAnonymous Charitable FundSedalia First UMCN B Williams Perpetual Memorial EndowmentFundSedalia Wesley UMC UMWHenry F & Roberta H Niemann Memorial FundShiloh UMC - ForistellJack & Evelyn Goode Educational FundSikeston First UMCGarwood & Ruth Felker Sharp Scholarship FundGarwood & Ruth Felker Sharp CommunityOutreach FundAnonymous Permanent TrustSmith Chapel-SikestonRuth Felker Sharp Scholarship FundSmith Creek UMCLeroy Brakemeyer Memorial Charitable Fund
Spofford – Kansas CityBridges of Hope Scholarship FundSt. Paul UMCMargaret Curtis Permanent Endowment TrustSt. Paul School of TheologyThe Boone and Nadine T Ingels MemorialScholarship FundSt Peter UMC-Blue SpringsRachel House Hudson Camp FundTipton UMCThe William H & Jo Ann Dinwiddie EducationFundTrinity UMC-PiedmontAlbert & Angeline Costner Memorial TrustJ Frederick & Minnie Costner Fulton MemorialTrustAlbert M Fulton Memorial Trust (2)Thompson R & Laverne W Fulton Perpetual TrustEd & Joann Seitz Memorial Scholarship FundThe Trinity UMC Children’sCamp FundUMCORAxthelm Family UMCOR FundBlanche Hubbard UMCOR Endowment TrustUniversity UMC -St. LouisJames & Elizabeth Hertzler PermanentEndowment FundUniversity UMC UMW - St. LouisErma Shadle Memorial Endowment FundWarsaw UMCGordon H Drake Charitable Memorial TrustWesley UMC-JacksonMr & Mrs Carl Trickey Permanent Endowment TrustWesley Memorial UMCFranklin & Louise Cole Memorial FundWilderness Camp and Retreat CenterJanice Beadleston Permanent EndowmentWoodlandville UMCAnonymous Education FundZion UMC-St. LouisChris W & Shirley J Fotenos Charitable FundEndowment For DiscipleshipFrieda Betts Perpetual FundCamp Jo-Ota Donor Restricted TrustOrville & Jackie Hicks FundLincoln & Margaret Malven FundRalph & Martha Maxton Fund toHonor Neil SteinSt Charles First UMC Paul & DalevaMetcalf Memorial FundBethany Mueller FundCharles Mueller FundJacob Mueller FundPaul Mueller FundAnna Porch FundDaniel Porch FundDanielle Porch FundElijah Porch FundElizabeth Porch FundIsaac Porch FundJoshua Porch FundKristin Porch FundLauren Porch FundMaria Porch FundNorman Porch Reserve FundSarah Porch FundMarguerite Tapy Permanent FundSt Charles First UMC Frank & RuthTucker Memorial FundEarl & Elinor Wipfler Permanent FundEarl & Elinor Wipfler Permanent Trust IIRevs Robert G & Margie M WoodsPermanent FundGordonville Zion UMC FundCape Girardeau South Clergy Fund2011 Annual Review 13
Ministry GrantsSpring 2011Arlington UMC Bridgeton- 3,000 to help purchase audio/visual equipment to help enhanceworshipBucklin UMC - 3,000 forcosts associated with updating thebathroom to be ADA compliantand family accessibleCentenary UMC St. Louis- 5,000 for costs associated withfixing the elevator to becomecompliant with state safety codesCentral MethodistUniversity - 3,000 forChildren respond to a puppet show at an event at Spofford in Kansas City.emergency student assistance.First UMC of West Plains- 3,500 for the costs associatedMt. Zion UMC New Cambria- 1,995 to enrich worshipHarper Chapel UMC OsageBeach - 2,000 for costsOakton UMC Lamar - 1,263to enrich worship throughupgraded audio/visual equipmentDexter First UMC - 2,500to encourage growth in childrenand young adults by remodelingthe outdated children’seducational wingElsbury UMC - 2,500 to helppurchase audio/visual equipmentto enhance worship for seniorsand youthFirst UMC of Glasgow 2,000 to assist with the purchaseof audio/visual equipment toenhance growth within thechurch as well as outreach to thecommunityFirst UMC of Kirksville- 4,000 for the purchase ofaudio/visual equipment to beincorporated into the sanctuary’ssound systemFirst UMC of Sikeston- 5,000 to supplement the salaryof the worship leaderwith creating a summer internshipposition for a children’s ministry/education program plannerservices and youth programs withaudio/visual equipmentassociated with expanding theyouth program by providing awelcome worship space withaudio/visual equipment andfurniturePerryville UMC - 4,000for the costs associated with thepurchase and installation of achair lift systemJericho Springs UMC -St. Mark’s UMCIndependence - 4,000 for 3,624 to assist with the purchaseof audio/visual equipment toimprove communications with agrowing membership and facilitatefuture growthLydia Patterson InstituteEl Paso, TX - 6,000 toreplace outdated Physical ScienceTextbooksMaplewood UMC - 2,500to upgrade outdated audio/visualequipment14 Missouri United Methodist Foundationcosts associated with creatinga healthy and safe playgroundenvironment for childrenScott’s Chapel UMCHannibal - 3,600 for costsassociated with demolishing theold parsonage buildingSpofford Kansas City - 5,000to help make Spofford’s summerday camp available to needychildren in summer of 2011
UMC of the Shepherd St.Charles - 5,000 to helpKingdom House St. Louis- 5,000 to provide a programpurchase a new digital soundboardsalary for a seminary/postseminary studentWindsor UMC - 4,500Missouri Conference - NewChurch Start - 87,500 forfor costs associated withhelping the Radical HospitalityInitiative with audio/visual andcommunication equipmentFall 2011Arch UMC Hannibal- 5,000 for audio/visualequipmentCommunity UMC Columbia- 2,000 for audio/visualequipmentNorthland UMCMissouri Conference - SafeSanctuaries - 2,500 for costsassociated with the new Cloud/web based softwareNelson Memorial UMCEast Prairie - 5,000 to assistin funding the purchase andinstallation of a wheelchair liftto make the sanctuary handicapaccessibleNorth Cross UMC KansasCity - 3,000 to assist with theConference Council onYouth Ministries - 3,000replacement of a multimediaprojectorto assist in the purchase ofa new 6x12 enclosed utilitytrailerPatton UMC Marquand- 2,600 to enhance worshipEmmanuel UMC Viburnum- 1,000 for audio/visualequipmentGood Shepherd UMCKansas City - 5,000 to createa designated welcome areathrough audio/visual equipmentPotosi UM Food Pantry- 1,178 to assist in the purchaseof two new freezersRich Hill UMC - 1,500 forcosts associated with purchasingaudio/visual equipmentSalem in Ladue UMC 5,000 to assist in the expenseof modifying the main sanctuarywith new audio/visual equipmentSheldon UMC - 1,200 toenhance worship through audio/visual equipmentSmith Chapel UMCMarshall - 4,000 for costsassociated with installing an LEDsign in front of the churchStella UMC - 2,000 toenhance worship through audio/visual equipmentStockton UMC - 3,500 tohelp fund the salary of a Directorof YouthSumner UMC - 3,000 toenhance worship through audio/visual equipmentThe Connection UMC St.Louis - 5,000 to completePhase 3 of the Dramatic WorshipArts Outreach InitiativeTrinity UMC Kansas City 2,500 for the cost of projectionequipmentWesley UMC Jefferson City- 5,000 to help create a moremeaningful experience throughaudio/visual equipmentThe sancutary of the First United Methodist Church of Independence.At right, an acolyte at the Elsbury United Methodist Church.2011 Annual Review 15
Cultivating Gifts for Your ChurchEvery church hopes to offer such inspiringworship, thoughtful education, and engagingmission outreach that an outpouring of financialgifts will spontaneously flow from every memberof the congregation. Sometimes this happens.More typically, however, we all need a little help inmaking the direct connections between ministry,money, discipleship and giving—particularly whenit comes to forming lasting commitments andshaping long-term behavior.The Foundation can help you and your churchdo a better job of making these connections—bothsowing the seeds and nurturing the harvest with . Consultation with your boards and committees Free brochures on various gift topics Free workshops on basic estate planning &ways to give Free consultations with individual donors Help creating an endowment program Free material for newsletters Help investing and administering long-termfunds and endowmentsJericoSpringsUnitedMethodistChurch16 Missouri United Methodist FoundationMake sure your congregation is aware of, andunderstands how easy it is to: Give a gift of appreciated stock Create a gift annuity Give a percentage of an IRA Name the church as a beneficiary of a lifeinsurance policy Make a gift through a will or trust Create an endowment for a favorite ministry Create a Donor Advised FundAnd the list can go on to include gifts of land,farm products (crops or livestock), a retainedlife estate on one’s home, a charitable remaindertrust or charitable lead trust. Suffice it to saythat a check in the offering plate is not the onlyway to give!Contact the Foundation at any time just toask a question, request information or toarrange a personal visit.Call 800-332-8238 or visit the website atwww.mumf.org.
Why Should I Consider a Donor Advised Fund?Most of us do not think of ourselves as “donors.” Mr. Gates and Mr. Buffett are donors.The rest of us are simply “givers.” We give what we can, when we can.Whatever the word, a Donor Advised Fund (or Giver Advised Fund – if you prefer!) can bea handy way to do your giving – especially if you have a number of charitable interests andare looking for a way to organize your giving over several years.The DAF becomes your charitable fund at the Foundation. You make gifts to your fund atany time. You can decide later, however, which charities you want to recommend to receivedistributions from your fund. In the meantime, the fund is invested along with all the otherFoundation funds.This can be a great way to simplify and even expand your giving. For instance, you canmake tax-deductible gifts to your fund whenever it is convenient or cost-effective. If yourfund grows to a significant size, it can become a very rewarding activity to consider howand where the annual charitable “grants” will do the most good. Indeed, you can involvethe whole family and pass on important values in the process.To begin your DAF requires a gift of at least 10,000 in value. (Gifts of cash, stock, orother property can be given.) After it is set up, gifts of any size can be added at any time.To discuss how a DAF can be tailored to meet your particular goals,just call David Atkins at the Foundation at 800-332-8238.Stock and Mutual Fund GiftsA gift of appreciated marketable securities is a wonderful – and cost-effective – wayto make a gift to your church or another favorite charity. The Foundation makes iteasy – with simple instructions and fast processing.For example, Mary decides to complete her pledge to the Wesley UM Church thisyear with a gift of 100 shares of appreciated ABC Corporation stock that is held inher brokerage account. She simply completes the simple transfer form (availablefrom the Foundation), gives it to her broker and faxes a copy to the Foundation. Thebroker transfers the stock electronically to the Foundation account. The Foundationliquidates the stock (cost is usually less than 10), sends a gift receipt letter to Mary,and sends the proceeds check and a full accounting to the Wesley UMC.It is that easy. This is a service provide by the Foundation for all Missouri UMchurches and related ministries. (The only cost is the liquidation fee. There are noaddition costs or fees added by the Foundation.)In 2011 the Foundation processed 54 separate gifts of stock with a total value of 372,286.Information, including the transfer form, is available on the Foundation website(www.mumf.org), or call us at 800-332-8238 and we will be happy to assist you.2011 Annual Review 17
Charitable RemainderTrusts 2011(Unitrusts & Annuity Trusts)Charitable Remainder Trusts provide income payments and tax savings tothe donor(s) and/or other named persons. When terminated, the following trustswill benefit the charitable beneficiaries listed in bold.Central Methodist UniversityWayne & Nancee ByingtonEdie A CrinerDonald A Davis, SrRobert & Rebecca RogersClever UMCClejo KingEndowment for Discipleship(New Churches)Earl J Wipfler, SrEpworth Family ServicesMarleah StromingerSalem-in-Ladue UMCHans FischerFoundationGene & Sydney Ann AtkinsAudrey LytleM Leo ShumakerAlthea SmithersSt. Johns UMC-Kansas CityAlwin RectorZion UMC - St. LouisAlthea SmithersMultiple BeneficiariesEve SpencerWays to Use a Charitable Remainder TrustA Charitable Remainder Trust (CRT) provides income to you or other designated person(s)for life or for a specific term of years. The remainder value of the trust benefits the church orcharity(ies) you designate.For maximum tax advantage, a CRT is usually funded with highly appreciated property that has avalue over 50,000. The Foundation will serve as trustee for any CRT that substantially benefitsone or more United Methodist charities. As trustee, the Foundation oversees investment of thetrust, payment of income and preparation of annual tax reporting information. Consider funding a CRT with highly appreciated real estate. The trustee sells the property andreinvests the full proceeds (no capital gains tax due). The result can be a generous tax deduction,avoidance of capital gain tax, and the creation of a new income stream. Consider making a testamentary gift of a portion of your IRA into a CRT. This can save taxes,generate an income for loved ones, and make a meaningful gift. The wealth replacement trust arrangement. Fund a CRT with highly appreciated assets. Createa second trust that purchases a life insurance policy on you with a death benefit similar to theamount placed in the CRT. Use the CRT income to fund the life insurance premium paymentsin the second trust. The beneficiaries of the second trust are your children. Properly structured,the result is a charitable gift and the tax-free transfer of a similar amount to your heirs.You must have your own attorney create your CRT. The Foundation can be a sourceof information and assistance for you and your professional legal counsel.Please contact us at 800-332-8238.18 Missouri United Methodist Foundation
Connect your congregation with your arshipsUndergraduateScholarshipsGift Annuitiesand CharitableTrusts that payincome to thegiverInvestment andAdministration ofchurch fundsFoundation StaffDavid P. Atkins, JDExecutive DirectorLinda Mary Neal, Esq.FoundationRepresentativeWarren J. MeyerFoundationRepresentativeMonett LiteDirector of OperationsKaren WaterlandFinancial AssistantJennifer RecerAdministrative AssistantMissouri United Methodist Foundation800-332-8238 www.mumf.org
Missouri United MethodistFoundationP.O. Box 1076Columbia, MO 65205-1076Return Service RequestedNon-Profit Org.U.S. PostagePAIDColumbia, MOPermit No. 93
Zion UMC-St. Louis Chris W & Shirley J Fotenos Charitable Fund Spofford – Kansas City Bridges of Hope Scholarship Fund St. Paul UMC Margaret Curtis Permanent Endowment Trust St. Paul School of Theology The Boone and Nadine T Ingels Memorial Scholarship Fund St Peter UMC-Blue Springs Rachel House Hudson Camp Fund Tipton UMC
Dec 31, 2020 · policy”) is to invest in a portfolio of illiquid investments, funds and funds of funds such as hedge funds, private equity funds, real estate funds, infrastructure funds, private investment funds, and other alternative investment vehicles . Therefore, we are hopeful for the Vision ELT fund to re
Brazilian pension funds could not invest in funds that employed leverage or intra-day trading, they can now allocate capital to funds that trade in derivatives or to funds of hedge funds, albeit within fixed limits. The number of private clients investing in alternatives, especially funds of hedge funds, is also increasing. In the past such .
Mar 08, 2021 · THROUGH THE FEDWIRE FUNDS SERVICE . 5.1 For purposes of Regulation J, Article 4A, and this operating circular, when a Funds Participant sends a payment order over the Fedwire Funds Service, the Funds Participant is deemed to have sent it to the Reserve Bank on whose books the Funds Parti
269 were equity funds, 74 were fixed-income funds, and 47 were allocation funds. Investors have the most . choices in U.S. equity with 134 funds. Another 99 . funds were either world-stock or international-equity . fu. nds. Among fixed-income funds, 26 were intermediate-term funds. Overall, investors can fi
2 RBC FUNDS AND RBC PRIVATE POOLS Annual Information Form Name, formation and history of the funds This annual information form contains information about the RBC Funds (collectively, the RBC Funds) and the RBC Private Pools (collectively, the RBC Private Pools and together with the RBC Funds, the ) listed on the cover page. In this document:funds › we, us and our refer to RBC Global Asset .
2 RBC FUNDS AND RBC PRIVATE POOLS Annual Information Form Name, formation and history of the funds This annual information form contains information about the RBC Funds (collectively, the RBC Funds) and the RBC Private Pools (collectively, the RBC Private Pools and together with the RBC Funds, the ) listed on the cover page. In this document:funds we, us and our refer to RBC Global Asset .
institutional pooled funds, non-UCITS retail funds and charity funds in addition to hedge funds, private equity and real estate funds. CIVs also include real estate investment trusts (REITs), which may be publicly offered registered funds, privately placed (unregistered funds), or traded as REIT equities.
awakening joy and beauty. On the Equinox, the Vase will be planted in Crete’s fertile soil to seed a new story for these times and connect with a global mandala of healing, protection and renewal for the Earth. The Practice of the Earth Treasure Vases Almost 30 years ago, on a life-changing pilgrimage to meet a 106-year-old lama living in a remote cave in Nepal, Cynthia Jurs met the great .
