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Nonprofit · EIN 82-3627799

COKER UMC PERMANENT ENDOWMENT FUND

Tax-exempt · SAN ANTONIO, TX 78216

Financials

$61K$48K2023$221K$69K2024
Revenue Expenses · by fiscal year end
Financials of COKER UMC PERMANENT ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$220,701$68,515$152,186$1,855,729$0$1,855,729
December 31, 2023990$60,907$47,806$13,101$1,466,245$0$1,466,245
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$185,255
Program service revenue
$0
Investment income
$35,446
Other revenue
$0

Expenses

Grants and similar amounts paid
$62,300
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$62,300
Management and general (functional)
$6,215

Balance sheet and other

Total assets, start of year
$1,466,245
Total assets, end of year
$1,855,729
Total liabilities, end of year
$0
Net assets, end of year
$1,855,729
Publicly traded securities
$1,544,702
Net assets with donor restrictions
$1,855,729
Gross receipts
$220,701
Employees
0
Volunteers
7
Year formed
2017
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
HARRIET W BUFFINGTONMEMBER
Trustee or director
1$0
BILL AULTMEMBER
Trustee or director
1$0
DWIGHT DAREMEMBER
Trustee or director
1$0
LAURA ROGERSMEMBER
Trustee or director
1$0
JENNIFER SWEECHAIRMAN
Trustee or director, Officer
1$0
RICK MCMANUSVICE CHAIRMAN
Trustee or director, Officer
1$0
RICHARD GARRETTSECRETARY
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
HARRIET W BUFFINGTONMEMBER
Trustee or director
8$0
PHIL COOLEYMEMBER
Trustee or director
8$0
JENNIFER SWEEMEMBER
Trustee or director
8$0
HEBRON CUTRERMEMBER
Trustee or director
8$0
RICHARD GARRETTMEMBER
Trustee or director
8$0
RICK MCMANUSPRESIDENT
Trustee or director, Officer
12$0
RALPH BECKVICE PRESIDENT
Trustee or director, Officer
8$0
BILL MCALLISTERSECRETARY
Trustee or director, Officer
8$0
ED MARVINTREASURER
Trustee or director, Officer
8$0

Address and contacts

Address (IRS master file)
231 E NORTH LOOP RD, SAN ANTONIO, TX 78216-1812
In care of
% BECKY KIRBO
Principal officer (990 for 2024)
RICHARD MCMANUS, 231 E NORTH LOOP RD, SAN ANTONIO, TX 78216
Signed the 990
JENNIFER SWEE, CHAIRMAN
Phone
(210) 494-3455
Return prepared by
CALVETTI FERGUSON

Mission

THE COKER UMC PERMANENT ENDOWMENT FUND (PEF) WAS FOUNDED AS A SUPPORTING ORGANIZATION TO HOLD AN ENDOWMENT FUND FOR THE BENEFIT OF COKER UNITED METHODIST CHURCH, INC., SAN ANTONIO, TEXAS.

990 for the year ended December 31, 2024

Program accomplishments

  • COKER UMC PERMANENT ENDOWMENT FUND (PEF) ADMINISTERS THE FUND ASSETS AND INCOME FOR EXCLUSIVE CHARITABLE PURPOSES TO PROVIDE FINANCIAL SUPPORT TO OR FOR THE BENEFIT OF COKER UNITED METHODIST CHURCH, INC. AND ANY PROGRAMS AND CHARITABLE MISSIONS CONSISTENTLY SUPPORTED BY COKER UMC, INC.
    Expenses $62,300 · grants $62,300

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-3627799
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$1,855,729
Income (IRS master file)
$220,701

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$220,701$68,515$1,855,729XML
990December 2023$60,907$47,806$1,466,245XML
990December 2022$171,907$62,280$1,261,065IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3627799).

Questions about COKER UMC PERMANENT ENDOWMENT FUND

What is the EIN of COKER UMC PERMANENT ENDOWMENT FUND?
The employer identification number (EIN) of COKER UMC PERMANENT ENDOWMENT FUND is 82-3627799.
Is COKER UMC PERMANENT ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to COKER UMC PERMANENT ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does COKER UMC PERMANENT ENDOWMENT FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COKER UMC PERMANENT ENDOWMENT FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COKER UMC PERMANENT ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of COKER UMC PERMANENT ENDOWMENT FUND?
The 990 for the year ended December 31, 2024 names RICHARD MCMANUS.
Who are the officers and directors of COKER UMC PERMANENT ENDOWMENT FUND?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does COKER UMC PERMANENT ENDOWMENT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $220,701, expenses of $68,515 and total assets of $1,855,729 at year end.

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