- Revenue 2025
- $8,232,248
- Expenses 2025
- $4,684,979
Program services were 76.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T30
- Classification
- 1000
- Street
- 8337 JEFFERSON HWY
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2025
Mission
Support the ministries of the Methodist church through planned giving services - trusts and endowments
-
Act as trustee for endowments and planned gifts that benefit Methodist ministries in the state of Louisiana. We distributed 2,418,327 in income earned on endowments during 2025.
Expenses $3,572,827 · Grants $1,011,892 · Revenue $4,584,719
As filed on the 2025 return.
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Christopher Spencer
President
- Total calculated
- $222,040
- From this org
- $222,040
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Tracie Wharton
Controller
- Total calculated
- $159,914
- From this org
- $159,914
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Rev JoAnn Cooper
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Rev Drew Sutton
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Eunice Lavigne
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Robert Kimbro
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
MiMi McDowell
Grants Chair
- Total calculated
- $0
- Hours/week
- 3
-
Rev Clifton Conrad
At large
- Total calculated
- $0
- Hours/week
- 1
-
Joe Crouch
At large
- Total calculated
- $0
- Hours/week
- 1
-
Drew Kennedy
At large
- Total calculated
- $0
- Hours/week
- 1
-
Rev Katie Black
At large
- Total calculated
- $0
- Hours/week
- 1
-
Brent Graham
At large
- Total calculated
- $0
- Hours/week
- 1
-
Richard Lewis
At large
- Total calculated
- $0
- Hours/week
- 1
-
Troy Searles
At large
- Total calculated
- $0
- Hours/week
- 1
-
Van Stinson
At large
- Total calculated
- $0
- Hours/week
- 1
-
Abby Cochran
At large
- Total calculated
- $0
- Hours/week
- 1
-
Willie Mount
At large
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $8,232,248
- Expenses
- $4,684,979
- Contributions
- $4,504,039
- Grants paid
- $1,011,892
-
2024
- Revenue
- $4,577,434
- Expenses
- $3,452,246
- Contributions
- $1,126,159
- Grants paid
- $669,582
-
2023
- Revenue
- $5,805,133
- Expenses
- $4,542,171
- Contributions
- $3,294,227
- Grants paid
- $733,484
-
2022
- Revenue
- $6,112,777
- Expenses
- $5,312,568
- Contributions
- $2,925,068
- Grants paid
- $1,574,481
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$1,000,000
2022 Program support
-
2023 Program Support
-
$390,153
2025 Operations
-
Lousiana Conference of the UMC
$339,430
2024 operations
-
$250,000
2025 Operations
-
2022 Program support
-
$160,000
2022 Program support
-
$88,658
2024 operations
-
$60,000
2025 Operations
-
$50,000
2025 Operations
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$50,000
2023 FOR THE HOPE MINISTRIES ENDOWMENT
-
DONOR ADVISED CHARITABLE GIVING
$25,000
2023 PUBLIC, SOCIETAL BENEFIT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.