2021 Annual Report: St. Paul's Methodist Foundation of Houston

ST. PAUL’S METHODIST FOUNDATION OF HOUSTON

YOU ARE A BIG REASON WHY ST. PAUL’S is an established and enduring part of the Houston community. Over the years, our roots have burrowed deeper below the surface, ensuring longevity and vitality of ministry on behalf of this city and the people who call it home.

This annual report is filled with names of people who are committed to St. Paul’s lasting presence and pursuit of the common good—of Willing Friends, of members of the new Cornerstone Society, of donors who have honored friends and family with memorial and honorarium gifts, of donors long passed whose generosity continues to support the church, and of the volunteers who serve the Foundation.

The report also includes financial information about the state of the endowment and the various funds that support the church building and facilities, church programs, mission grants, and scholarships.

But the real story of the Foundation’s work in 2021 lies in what has been accomplished through the generosity of donors past and present: the upkeep of this historic building and campus; grants to further spiritual growth; support for 35 non profits assisting persons in our community struggling with homelessness, hunger, grief and other challenges; and scholarships to more than 45 students.

The generosity of each person who has contributed to the St. Paul’s Foundation has resulted in our thanksgiving to God and our thankfulness for each of you who has made this work possible.

Rev. Dr. Jeff McDonald, Senior Pastor

St. Paul’s United Methodist Church

Andrew Roff CHAIR

Mary Linda Portner

Andrew Roff, Chair St Paul’s Methodist Foundation of Houston

tending HEALTH

WHEN A SEED IS FIRST PLANTED, it requires extra tending—someone who is dedicated to caring for it, looking after it, giving it their attention.

For several years now, the seed of a dream has been tended: the dream of having a health clinic on St. Paul’s campus as a way to serve neighbors in need.

Thanks to funds provided by St. Paul’s Methodist Foundation of Houston as well as an exciting partnership with the University of Houston’s College of Nursing, a new health clinic and telemedicine hub opened in St. Paul’s Abraham Station building in September 2021.

The new health clinic is adjacent to the Emergency Aid Coalition (EAC), which provides food and clothing assistance for homeless individuals and low-income

families. In a complementary way, the clinic’s primary goal is to provide healthcare to people experiencing homelessness or who are uninsured and cannot otherwise afford to access healthcare.

“We want to continue to provide care to the most vulnerable in our society,” says associate pastor Rev. Andrew Wolfe, who spearheaded the effort to establish a health clinic at St. Paul’s. “It’s a basic right to get quality healthcare.”

“It went from an idea stage to a reality with full funding,” Rev. Wolfe continues. “In the midst of a pandemic, this came together.”

Preparations began back in 2018, when at the Texas Faith and Health Summit, Rev. Wolfe met Shainy Varghese, a professor at UH’s College of Nursing. With much intentionality and planning, a partnership

was eventually formed between St. Paul’s UMC and UH’s College of Nursing. In its first three months of operation (Sept.–Dec. 2021), the clinic helped clients manage diabetes and high blood pressure. St. Paul’s volunteers have assisted with client check-in processes and staff have provided preventive services, such as vision screening, vaccinations, and screening/ referral to mental health services.

By fall of 2022, the clinic plans to expand its hours, begin nursing student clinical rotations, and fully implement telehealth capabilities.

Isn’t it amazing what can happen with a well-tended seed?

The clinic on St. Paul’s campus is open one day a week and, in its first three months of operation, has already served 42 neighbors.

FLOURISHING alongside our neighbors

The Cornerstone Society’s investment in FAM Houston has supported an urban farming enterprise called Shamba Ya Amani (Farm of Peace). Led by refugees and immigrants, the 4-acre farm is providing healthy food for resettled families and cultivating meaningful relationships in our community.

Members of the Willing Friends Society have indicated their intention to support St. Paul’s through their estate plans.

ROBERT ALVAREZ

ANONYMOUS (4)

BRETT BACCUS

EULA LORRAINE BAKER*

MARCI BAKER

MIKE BAKER

LINDA BALDRIDGE

VIC BALDRIDGE

REV. JIM BANKSTON

SANDY BANKSTON

MAURINE BATES*

CAROLYN ANN BEATTY*

PRISCILLA BROWN

DOROTHY BURGE

BILL BURHANS

KELLY BURHANS

BETTY BYNES

KATHLEEN C. CAILLOUX*

PEGGY CASKEY

THOMAS CASKEY*

HENRY ANDREW COELLN*

HERBERT COLLIER*

JOSEPHINE CRAIN

CAMILLE CUNNINGHAM

GLENN CUNNINGHAM

MEL DAILY

MORITZA DAY

DAVID DAWSON*

HAZEL DAWSON*

BILL DICKEY*

MARY DIX

CAROLE DIANE DRISCOLL*

VIC DRISCOLL

JANE WOODWARD ELIOSEFF*

LISA EMMITE-BAKER

LOUIS P. FANTINI*

MAXINE U. FANTINI*

BOBBIE FELLERS*

JOHN E. FELLERS*

MILDRED FIKE*

PAUL FISHER

ALLENE MAY FORD*

ELISABETH FORDHAM

ANALISA FRAZIER

KYLE FRAZIER

LOIS MARIE FREEMAN

RICHARD FREEMAN

SARI FREY*

BECKY FULLER

BOB FULLER

LYNN GISSEL

DEE STEPHENS GOFF

RICK GOODRICH

ANN GUNN

LARRY GUNN

CHARLES RICHARD HALL

LINDA DEZELL HALL

BRAD HARMES

LINDA HARMES

FRANCIS E. HARRIS*

JOHN HAWKINS

RENEE HAWKINS

DUANE HIRSCH

MARTHA HIRSCH

ALBERT H. HOLDER*

ROSANN HOOKS

JAMES HOWZE*

SUZANNE HOWZE*

DAVID HULL

STORMY HULL

DEBORAH JONES

FRANK JONES

FLORENCE JORDAN*

IMOGENE KEITT*

RICHARD ROBERTS-KEITT

BABS ROBERTS-KEITT

BILL KING

DOUG KINGSBURY*

TONYA KNAUTH

GWEN KUNZ

STATEMENT OF ACTIVITIES

REVENUE

Contributions $ 874,796 $ 671,300 Investment, Return, Net 3,694,332 2,631,366

TOTAL REVENUE $4,569,128 $3,302,666

EXPENSES

St. Paul’s UMC $ 610,000 $ 635,000 3,400 28,600

Scholarships 79,785 132,050 Spiritual Formation & Lectureships - 6,530

Missions 95,220 134,000 Cornerstone Society - 7,825

Capital Replacement Funds 55,000 21,282

TOTAL GRANTS MADE $843,405 $965,287

MANAGEMENT FEES 75,000 75,000 OPERATING EXPENSES 33,925 30,583

TOTAL EXPENSES $952,330 $1,070,870

NET ASSETS BEGINNING OF YEAR 23,345,054 26,961,852

NET ASSETS END OF YEAR $26,961,852 $29,193,648 CHANGE IN NET ASSETS 3,616,798 2,231,796

Net assets are stated at fair market value and include unrealized gains and losses on investments.

The Foundation’s financial statements are audited annually by an independent public accounting firm. Audited financial statements for 2020 are available upon request. The audit of the 2021 financial statements is not yet complete.

The Foundation’s investments are managed by Vanguard Asset Management, Valley Forge, PA. Detailed financial records are available.

GENERAL FUNDS (UNRESTRICTED)

General $2,230,917 $2,367,432

Helen and David W. Light Jr. 50,930 53,711

Marr-Carlisle Memorial 37,633 39,687

Ann W. Young 613,017 646,489

Sue Moers 74,777 78,860

Ray Jarl 252,898 266,707

Carolyn Beatty 89,649 94,544

Wanda and John Martin 924,906 975,412

Florence and George Jordan 33,320 35,139

Dr. Homer and Margaret Leifeste 87,773 92,568

Suzanne and James Howze 91,120 97,182

Mary Lelia and Walter Saunders, Jr. Fund - 111,775

Renee and John Hawkins General - 100,000

GENERAL FUNDS TOTALS: $4,486,940 $4,959,506

BUILDING & FACILITIES FUNDS

Building and Facilities $970,933 $1,028,900

Ella and W. W. Fondren 456,910 481,789

Curtis C. “Pop” Gunn 72,861 76,829

Pat and Jim Walzel 373,203 393,524

James E. and Rosann F. Hooks 149,998 164,862

W. P. Dickey 1,360,109 1,434,165

Jesse H. & Mary Gibbs Jones Sanctuary 534,311 563,403

Orien and Lucile Van Dyke 345,092 363,882

Henrietta Davis Reese Memorial 39,402 41,547

Walzel Directors’ Challenge 2,725,866 2,880,146

William and Mary Elizabeth Shirley 37,462 39,501

Gordon and Ruth Rouse 2,459,925 2,593,864

Bobbie and John Fellers Memorial 76,897 86,546

Latimer and Kathryn Murfee 1,953,617 2,059,989

John Winn McKee 448,057 473,525

Maxine Fantini 54,605 57,609

Columbarium 121,513 138,310

Bertha and W.K. Sanders 511,825 543,530

Elizabeth S. and Clyde Lilly 131,399 138,553

Capital Replacement 393,201 461,696

Doug Kingsbury 618,619 677,338

Jim Avant - 25,000

Renee and John Hawkins - 100,000

BUILDING & FACILITIES TOTALS: $13,835,805 $14,824,508

LANDSCAPING FUNDS

Landscaping

$ 30,748 $ 35,720

Pat and Jim Walzel 755,699 796,995

LANDSCAPING FUNDS TOTALS: $786,447 $832,715

MUSIC FUNDS

Music

$ 108,348 $ 115,563

Pat and Jim Walzel 378,161 398,900 Mervin D. Miller 246,611 263,070 Puckett Music Scholars 95,717 100,941

MUSIC FUNDS TOTALS: $828,837

GENERAL MISSIONS

General Missions

$ 45,857

Louise Cook 41,192

Carole Driscoll Memorial 190,996

Carolyn Beatty 93,771

Bankston Fund 159,557

Senior Citizens 117,544

Terry Thompson Pastoral Care 200,528

GENERAL MISSIONS TOTALS: $849,445

LOCAL MISSIONS

Local Missions

$ 8,496 $ 8,980 Houston Poverty Outreach 942,367 1,101,311

LOCAL MISSIONS TOTALS: $950,863 $1,110,291

MISSION TO CHILDREN & YOUTH

Ellen Edwards Mission for Children $ 306,898 $ 323,579 Amazing Grace 1,034,828 1,103,343 MISS. TO CHILDREN & YOUTH TOTALS: $1,341,726 $1,426,922

GLOBAL MISSIONS

Mission for Latin America $ 9,265 $ 9,447 Wilson & Nora Boots 343,830 365,864

GLOBAL MISSIONS TOTALS: $353,095 $375,311

SPIRITUAL FORMATION & LECTURESHIP FUNDS

Labyrinth/Spiritual Formation $ 53,302 $ 58,362 J. Robert Nelson Lectures on Peace 98,778 108,154

Pearson Interfaith Lectureship 102,062 112,018 Kerley Lectureship 216,508 252,331 Craven-Wilson Lectureship 107,722 117,947 Ministers’ Continuing Education 125,110 158,899 John & Mary Lou Margrave Lectureship 39,344 36,340 SPIR. FORM. & LECTURESHIP TOTALS: $742,826 $844,051

SCHOLARSHIP FUNDS

St. Pauls Foundation $ 132,683 $ 140,102 Bankston Good Samaritan 31,071 31,756 Edith Dissinger 106,324 107,290 Charles Hiller 156,749 165,480 Alberta Baines 97,569 102,971 Carolyn and Alfred H. Freeman 46,553 49,071 Sadler Bible Class 40,526 41,296 Barbara and William Grisham 29,235 30,609 R. C. & Paris Blair 28,781 31,513

Zane Ann Tigett 116,248 127,284 Anderson Music 63,381 69,146 Bates Family 906,205 952,758 Robert L. Clark 269,382 266,849 Swickheimer-Mays 45,142 46,589 Ellena P. and Robert H. Dickerson 385,475 402,929 Jay & Renna Williamson 59,612 63,798 Kurt & Tara Arnold 106,670 112,994 Eula Bakkar 41,133 43,422 Wood-Young-Washburn-Wilson 81,726 87,764

SCHOLARSHIP FUNDS TOTALS:

OUTRIGHT GIFTS Claud and Marie Hamill Foundation Cornerstone Society

OUTRIGHT GIFTS TOTALS:

CONTRIBUTORS

GENERAL FUND

Anonymous

Elizabeth Garlington

Cindy & John Munday

Curt Peterson

Sol Bobst

Jim Avant

Joy Magowan

Lisa & Jonathan Hough

Babs Roberts-Keitt & Dick Keitt

Teresa & Bill Maines

Sharon & Del Zogg Beth & Robert Brown

Roxane & Arnold Baldwin

In Memory of Peggy Wylie

By Linda Hazelip

In Memory of Richard Hutchens

By Chasen Hutchen

In Memory of Geddees Langford

By Harmon Langford

In Memory of Patsy Welch

By Beverly & Kimball McMahan

In Memory of Judy Baldwin

By Beverly & Kimball McMahan

In Memory of Joe Rosenbaum

By Beverly & Kimball McMahan

In Memory of Loyce Baker

By Susie Ragsdale

In Memory of Mildred Langford

By Harmon Langford

By The Men’s Bible Study

In Honor of Jane Ann Bickham

By St. Paul’s Roundtable Class

In Memory of Cindy York-Eubanks

By St. Paul’s Men’s Bible Study In Memory of E. Jackson

By St. Paul’s Men’s Bible Study

In Memory of John Baxter

By Paul Fisher & Mary Linda Portner

In honor of Beth & Jim Wiggins

By Jane Hoffert Moore

In Memory of Robert Brownlee

By St. Paul’s Roundtable Class

By Beth & Jim Wiggins

BUILDING & FACILITIES FUND

Claud & Marie Hamill Foundation

Scott Cutlip & Janis Brackett

Renee & John Hawkins

Jim Avant

In Memory of Joe Rosenbaum

By Susie Ragsdale In Memory of Walter Saunders

By Susie Ragsdale

WAYS

Contribute cash or securities to an existing endowment.

BOBBIE & JOHN FELLERS

MEMORIAL FUND

In Memory of Bobbie Fellers

By Eldon Alley

By Camille & Glenn Cunningham

By Mary Jane & Stelle Frances

By Nancy & Ken Francis

By Hawkins Family Foundation

By Mary Keathley

By Robert Oberwetter

By Susie Ragsdale

By Gay Carrigan Reeves & Keith Reeves

By Carl Rhodes

By Charlie Rosenbaun

By Martha & Harley Tripp

By Pat & Jim Walzel

By Beth & James Wiggins

CAROLE DRISCOLL MEMORIAL FUND

Dorothy Burge & Vic Driscoll

CONTINUING EDUCATION Anonymous

HOUSTON POVERTY OUTREACH FUND

Fred Hofheinz Deborah & Andrew Roff

JAMES & ROSANN HOOKS

ENDOWMENT

In Honor of Anna Teagarden

By Rosann Hooks

In Honor of Susie Vanlandingham

By Rosann Hooks

In Memory of Saundra Nujo

By Rosann Hooks

In Honor of Rev. Kate Flint By Rosann Hooks

In Honor of Tim Leatherwood

By Rosann Hooks

In Memory of Walter Saunders

By Rosann Hooks

In Honor of Rosann Hooks By Carol Wiener

KERLEY ENDOWMENT FUND

Pamela & James Pool Kathryn & Donald Pederson Gail & Joseph Adams Helen Shoup

In Honor of John Watson

By Jerilynn & Rev. Thomas Daugherty

5501 Main Street • Houston, TX 77004 (713) 528-0527 • stpaulshouston.org/foundation

MARY LELIA & WALTER SAUNDERS FUND

The Estate of Walter Saunders In Memory of Walter Saunders

By Connie Hinshaw Brown

By Betty Bynes

By The Candlelighters Class

By Tom Callahan

By Camille & Glenn Cunningham

By Nancy & Ken Francis

By Mr. & Mrs. Donald Hujo

By Beverly & Kimball McMahan

By Men’s Bible Study

By Joan & Richard Spaw

By Pat & Jim Walzel

By Arlene & Ben Wells By Beth & Jim Wiggins

By Mr. & Mrs. James Wise By Deborah Leighton

ANDERSON MUSIC SCHOLARSHIP

In Honor of Anna Teagarden

By Ken Coleman

By Susie Ragsdale

In Memory of Loyce Baker

By Larry Walters

In Memory of Sari Frey

By Larry Walters In Memory of Thelma Rowe

By Larry Walters

In Memory of Robert Brownlee

By Ken Coleman

In Memory of Peggy Wylie

By Frances & Ira Anderson

By Andrew Bowen

By Elizabeth Brown

By Marilyn & David Estes By Eddie Quaid By Larry Walters By Johanna & Richard Wolfe

MUSIC FUND

In Honor of 45th Wedding Anniversary of Nancy & Lonnie Glosup

By St. Paul’s Roundtable Class In Memory of E & J Shannon & Phil & Susan Shannon

By Patricia Needleman In Memory of Robert Brownlee

By Patricia & Sonny Pearson

PEARSON INTERFAITH LECTURESHIP

Pat & Sonny Pearson

In Honor of Sonny & Pat Pearson

By Jane Ann Bickham

In Memory of Richard Hutchins

By Pat & Sonny Pearson In Memory of Nancy Wilsford By Pat & Sonny Pearson

SWICKHEIMER-MAYS SCHOLARSHIP FUND

Thomas Mays III

ST. PAUL’S FOUNDATION SCHOLARSHIP

In Memory of Richard Hutchens In Memory of Walter Saunders By Lenee & Jeff McDonald In honor of Revolving Study Class

By Mary Linda Portner & Paul Fisher

THE WILSON & NORA BOOTS FUND

Dorothy Burge & Vic Driscoll Carol & Frank Childress In Honor of Wilson Boots

By St. Paul’s UMC

In Honor of the people of Central District of the Evangelical Methodist Church in Bolivia

By Virginia & Robert Stevenson

WALZEL DIRECTORS

CHALLENGE Beth & Jim Wiggins Deborah & Andrew Roff

Name the St. Paul’s Foundation as a beneficiary of your estate or IRA.

Name the St. Paul’s Foundation as the beneficiary of a life insurance policy.

Make annual gifts to the Cornerstone Society to support the Building and Facilities Fund and selected mission priorities.

Create a new endowment to support the Church or a special purpose or ministry.