philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

La Jolla United Methodist Church Foundation

Tax-deductible

La Jolla, CA501(c)(3)Since 1990Unclassified EIN 33-0467521Revenue $293K in FY2025

On file with the IRSlajollaumc.org6063 La Jolla Blvd, 92037-6726 · La Jolla, CATax-exempt since Jul 1996Publicly supported charity — 170(b)(1)(A)(vi)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

The La Jolla United Methodist Church Foundation exists to provide a means for interested individuals to fund legacy gifs to support the ongoing ministries of the La Jolla United Methodist Church.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 6 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $43K a year · 40% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
85 mo
of spending, in cash
Plus $1.9M in investments, Pt X · Ln 11–13
Looks good: 85.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $13K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$293K
×18 vs prior year
Spent
$9K
To programs
100%
Net assets
$2.1M
By yearFY2020–FY2025
Revenue
$293K
FY2025▲ ×18
Tap a bar for its year
Revenue by fiscal year
FY2020$8K
FY2021$5K
FY2022$12K
FY2023$302K
FY2024$16K
FY2025$293K
Expenses
$9K
FY2025▼ -87%
Tap a bar for its year
Expenses by fiscal year
FY2020$49K
FY2021$31K
FY2022$83K
FY2023$139K
FY2024$71K
FY2025$9K
Net assets
$2.1M
FY2025▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$1.9M
FY2022$1.6M
FY2023$1.8M
FY2024$1.9M
FY2025$2.1M

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $9K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Steve Gray
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See La Jolla United Methodist Church Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Distribute funds to support various specified charitable causes.

Questions for La Jolla United Methodist Church Foundation

Tap to ask. La Jolla United Methodist Church Foundation sees how many people are interested.

Your first name shows with your question. La Jolla United Methodist Church Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $9K · in their own filed words · FY2025
01

Grants given in 2025 were $84,789. The undistributed grants were rolled over into 2026 grants available. New donations were $9,300.

$9Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
La Jolla United Methodist Church FoundationFY2025$13K
Total grants receivedfrom 1 funder$13K
Grants paid · 15 grants · $427K · 2020–2025
La Jolla United Methodist ChurchFY2025$57,128
La Jolla United Methodist Church FoundationCA · FY2025$12,600
Unitemized GrantFY2024$20,462
Ljumc - Bennett Maintenance FundFY2024$20,462
Unitemized GrantFY2024$18,896
Ljumc Seiffert Elderly FundFY2024$18,896
Seiffert Elderly FundFY2023$87,489
Ljumc Bennett Maintenance FundFY2023$19,313
Unitemized GrantFY2022$74,433
Ljumc Trustee Maintenance FundFY2022$22,985
Elderly Assistance FundFY2022$13,535
Foundation Discretionary FundFY2022$9,826
Larson Music FundFY2022$9,014
Ljumc General Program SupportFY2020$21,817
Ljumc Bennett Maintenance Fundgeneral SupportFY2020$19,845

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$293K
Ln 12
Investment incomeLn 3$283K
Gifts and grantsLn 1h$9K
Money outPt IX
$9K
Ln 25
Programscol B$9K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$63K
Total assetsLn 16$2.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$283K
Total revenueLn 12$293K
Assets in detailPt X, end of year
SavingsLn 2$63K
Cash and savings togetherLn 1–2$63K
InvestmentsLn 11–13$1.9M
Total assetsLn 16$2.1M
LiabilitiesLn 26$0
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$94K$63K
InvestmentsLn 11–13$1.7M$1.9M
Total assetsLn 16$1.9M$2.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.9M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Investment management feesLn 11f$9K$9K
Total functional expensesLn 25$9K$9K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $293K$9K$284K$2.1M 990 PDF
FY2024 $16K$71K−$55K$1.9M 990 PDF
FY2023 $302K$139K$163K$1.8M 990 PDF
FY2022 $12K$83K−$71K$1.6M 990 PDF
FY2021 $5K$31K−$25K$1.9M 990 PDF
FY2020 $8K$49K−$40K$1.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $292,604 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $12,100$9,300
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,731$283,304
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $15,831$292,604
I-13 Grants and similar amounts paidPrior year $62,312$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,511$8,923
I-18 Total expensesPrior year $70,823$8,923
I-19 Revenue less expensesPrior year −$54,992$283,681
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $292,604 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$9,300
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$9,300
VIII-3 Investment incomeRelated to mission $283,304 · Unrelated business $0 · Excluded from tax $0$283,304
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $283,304 · Unrelated business $0 · Excluded from tax $0$292,604
Part IX · Statement of functional expenses $8,923 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-11f Investment management feesPrograms $8,923$8,923
IX-25 Total functional expensesPrograms $8,923 · Management $0 · Fundraising $0$8,923
Part X · Balance sheet $2,107,045 assets, 8 lines filed
Asset lines not itemized here account for $97,112; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $94,069$63,288
X-12 Other securitiesStart of year $1,716,976$1,946,645
X-16 Total assetsStart of year $1,908,152$2,107,045
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $1,908,152$2,107,045
X-32 Total net assets or fund balancesStart of year $1,908,152$2,107,045
X-33 Total liabilities and net assetsStart of year $1,908,152$2,107,045
Part XI · Reconciliation of net assets $2,107,045 net assets at year end
XI-1 Total revenue$292,604
XI-2 Total expenses$8,923
XI-3 Revenue less expenses$283,681
XI-4 Net assets at start of year$1,908,152
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets−$84,788
XI-10 Net assets at end of year$2,107,045

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.