The United Methodist Retirement

DURHAM, NC EIN: 56-1870172 Website

TO RAISE FUNDS TO SUPPORT BENEVOLENT CARE AND SPECIAL PROGRAMS AT CONTINUING CARE COMMUNITIES OWNED AND OPERATED BY THE UNITED METHODIST RETIREMENT HOMES, INC.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$14.9M

+22.5% YoY

Annual Giving

$55K

-3.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$55K

-3.2% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$97K$193K$290K$386K20202021202220232024
Metric202420232022
Total Assets$14,860,307$12,128,311$11,079,706
Revenue$350,999$105,376$153,159
Expenses$64,965$62,457$84,915
Qualifying Distributions
Net Investment Income$64,840$44,724$74,447
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$57K$86K$115K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNITED METHODIST RETIREM…$55K

Grant Size Distribution

5 grants across all recorded years

<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The United Methodist Retirement fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MACK PARKERCHAIR0.5
W LEE HARRISSVICE CHAIR0.5
NANCY VAN ANTWERPSECRETARY0.5
PAUL LEEDIRECTOR0.5
GRAY SOUTHERNDIRECTOR0.5
JAMES MARTINDIRECTOR0.5
SUSAN EZEKIELDIRECTOR0.5
CHARLES MERCERDIRECTOR0.5
STACY DOBSONCHIEF FINANCIAL OFFICER1
JONATHAN ERICKSONCORPORATE EXECUTIVE DIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Durham

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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