A B U N D A N C E. i m a g i n i n g. God. outgive. Y o u c a n t. Empowering the church in the achievement of her God-appointed missions.

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1 outgive God. 2 Y o u c a t i m a g i i g BOULDER LANE, SUITE 100 AUSTIN, TEXAS t m f - f d. o r g Empowerig the church i the achievemet of her God-appoited missios." T M F A N N U A L R E P O R T

2 what wh wha we every directio w here her he h is i weeed we wee weee ab a abu abu abud abuda abuda abudac us u abudace a all aroar arou arou aroud L E T T E R F R O M T H E B O A R D C H A I R A N D P R E S I D E N T YOU CAN T OUTGIVE GOD. This past year has bee a time to reflect as a orgaizatio, as idividuals, ad as a commuity o how to respod to the coutless ways i which our lives are blessed by God s uedig geerosity. The year culmiated i our Imagiig Abudace gala i November, where we celebrated seve Medallio of Merit recipiets. Their lives are movig examples of what is possible whe we respod with thaksgivig for the extraordiary abudace of God by joyfully sharig that abudace to help others ad to ivest i God s promise-filled future. I a video featurig the medallio hoorees, who icluded Sady Waterfield's husbad James Waterfield, she beautifully codesed the spirit of abudace: You ca t outgive God. Biblical stories ad images also remid us that God s abudace is all aroud us. The dramatic creatio story, the lush Promised Lad flowig with milk ad hoey, the icredible feedig of the five thousad, ad the astoishig grace of God see ad experieced i Jesus Christ powerfully depict a world ifused with God s geerosity. At TmF, we have experieced those blessigs i abudace. As you will see i the followig pages, we are happy to report yet aother year of growth, edig 2016 with $525 millio i assets uder maagemet, a $20 millio icrease over Our et icome growth boosted our Udesigated Edowmet to $35 millio, a icrease of $3 millio over the previous year. Ad while maitaiig strict uderwritig stadards ad historically low deliquecy levels, our loa staff grew total loas to $343 millio, up $29 millio from ed-of-year Sady Waterfield Every gift from God comes with a call to create eve more goodess, more kidess, more uity. Durig 2016, TMF cotiued our callig to ivest our fiacial resources i churches ad groups, icludig both traditioal ad o-traditioal faith commuities, that have demostrated the courageous leadership ad iovatio required to brig about trasformative chage. We deepeed our uderstadig of ourselves ot as a istitutio, but as a livig commuity that thrives because of parters who share our goal of buildig cultures of purpose ad geerosity that ispire a spirit of abudace. We ve witessed how miistries create abudace by lookig at those they serve through a les aimed at discoverig their gifts ad talets rather tha focusig oly o their eeds. The truth of abudace is that every idividual has somethig to offer. For may people, beig treated as a cotributor ad respected as a valued resource ca be a lifechagig evet. Ad we wat to chage as may lives as possible. The gifts, talets, time, eergy, commitmet, ethusiasm ad passio are multiplied. Abudace is everywhere. I this year s aual report, we ve icluded stories about cogregatios who have received loas from us to create or expad miistries that bless ad serve others. May of those same cogregatios further share their abudace by ivestig i our methodist Loa Fud (mlf) which provides the seed moey for other cogregatios to receive loas that, i tur, eable those churches to excel i their missio ad miistry. Ad the abudace does't ed there. The MLF ot oly supports churches through loas ad competitive ivestmet returs. The operatig reveue geerated by the MLF eables TMF to offer grats, fiaces the multifaceted work of area represetatives ad our developmet team, ad provides the resources for our impactful leadership platforms. Abudace i every directio. We believe that every day is a gift. Which is why we are so grateful for the daily opportuities we have to serve others. That is abudat life. Most especially, we wat to express our deep gratitude to every door, ivestor, lay leader, pastor, cogregatio ad orgaizatio who shares our cofidece that resources, whe used to fulfill God's purposes, will always be trasformed ito abudace. Thak you for supportig our efforts ad sharig our dream, God s dream, of abudat life for all. As Wedell Berry remids us, "What we eed is here." What is your picture of abudace? How ca we help you fulfill it? KAY YEAGEr Board Chair TOm LOCKE Presidet

3 K E Y A C C O M P L I S H M E N T S ShArING OUr AbUNDANCE TMF s missio is to help others steward their potetial ad achieve their goals, whether providig a loa to reovate a codemed buildig ito a oe-stop social services ceter for a commuity desperately i eed, or gratig fuds to help a geerous El Paso couple use their fertile lad to grow fresh produce to feed over 16,000 hugry people a moth. By stewardig the potetial of the local church, the deomiatio, related orgaizatios, idividuals, as well as of TMF itself, we move a little closer to God s dreams for us ad our world. Durig 2016 TmF stregtheed our commitmet to Stewardig Potetial by: Fosterig cultures of purpose ad geerosity through a rage of fiacial, strategic discermet, ad leadership resources Ecouragig, educatig, ad supportig pastors ad lay leaders who are strivig to fid ways to cultivate courageous miistry Explorig the ways people gather i order to deepe their faith outside the traditioal structures of cogregatioal life how do we fud these services? Primarily through TMF s Methodist Loa Fud (MLF) ivestors. Last year TmF experieced sigificat loa growth of $29 millio, edig the year at $343 millio. More importatly, the expasio of TMF s loa portfolio reflects the visio ad outreach of Uited Methodist cogregatios requirig larger, improved, or additioal facilities to aswer God s call for servig their commuities. MLF ivestors, who value a ivestmet that empowers God s purposes while earig higher tha average iterest, provide the moey for those loas. but the impact of those loas ad ivestmets exteds eve further. TMF recogizes that eve if we have "eared" somethig, it is still a gift. So we use the moey accrued from et iterest margi the differece betwee what we ear from loa iterest icome versus what we pay our ivestors to provide a host of other services all focused o stregtheig the ability of churches, orgaizatios, ad idividuals to use their God-give abudace to love God ad oe aother. These services iclude: strategic discermet; clergy ad lay leader educatio, support ad resourcig; coveig coversatios; grat makig; gift plaig; edowmets; ad stewardship. OThEr ExAmPLES OF DENOmINATIONAL CONNECTEDNESS Uited methodist Developmet Fud I 2016, the Board of Directors of the Uited Methodist Developmet Fud (UMDF) selected TMF to provide operatioal support for UMDF ivestors ad borrowers goig forward. I that capacity, as of Jauary 1, 2017, TMF assumed the role of maagig aget for UMDF. TMF loa, ivestmet, ad operatios staff worked diligetly ad collaboratively with UMDF durig 2016 to prepare for this trasitio. As you kow, TMF has bee competetly deliverig similar services to our costituets sice This excitig developmet eables us to exted our exceptioal loa ad ivestmet expertise to help the Uited Methodist commuity across the coutry fid the resources they eed to create ad expad vibrat miistries. Be Strog ad of Good Courage: A Call to Quiet Courage i a Axious Time by Gil redle (2016) This moograph, origially writte for the Bishops Coclave, a ogoig TMF-hosted gatherig of the active bishops of the South Cetral Jurisdictio, has prove relevat to all leaders of the church seekig to practice active courage i the curret usettledess i which we live. Writig that courageous leadership is quiet, discerig, ad above all purposeful, Redle develops these four observatios: 1. Courageous leaders wrestle aspiratios dow to outcomes. 2. Courageous leaders disturb their systems i purposeful ways. 3. Courageous leaders keep their eye o the missio field. 4. Courageous leaders allocate resources to people. CELEbrATING AbUNDANCE Imagiig Abudace medallio of merit Gala TMF preseted seve recipiets with the TMF Medallio of Merit, our highest hoor. Bishop W. Earl Bledsoe Bishop Jaice Riggle Huie Dr. Gilbert R. Redle, Jr. Robert T. Rork W. Hiram Smith James V. Walzel James B. Waterfield, III (posthumous) s h a r e t h e

4 s h a r e t h e outgive God. Y o u c a t K E Y A C C O M P L I S H M E N T S The gala, held o November 20, 2016, hoored these remarkable idividuals for their sigificat cotributios toward advacig the missio of TMF ad/or the Uited Methodist Church. Isights from guest speaker Kerry Robiso, author of Imagiig Abudace, reiforced the stories their lives tell that geerosity, modeled after the gracious ad uedig love of God, is abudat life. CrEATING NEW AbUNDANCE Gil redle Learig ad Leadership Edowmet Fud With sadess ad profoud gratitude, TMF accepted the well-deserved retiremet of Gil Redle from his full-time positio with TMF. The impact of his service to TMF, the Uited Methodist Church, ad to religious life is icalculable. I ackowledgemet of his uparalleled accomplishmets, TMF created the Gil Redle Learig ad Leadership Edowmet. The edowmet supports Gil s work by creatig opportuities for TMF to ope ew paths of discermet, decisio-makig, ad actio by leaders i coectio with TMF s Leadership Miistry. Durig the first few moths, doors cotributed $456,000 to the fud which ow has over $900,000 i gifts ad pledges. TmF Grats Nurture Future Abudace TMF is allocatig more ad more resources toward grats that will have impact far ito the future because they are itetly focused o improvig the lives of geeratios to come while stregtheig the istitutios that will serve them. We are privileged to support the strategic ad imagiative efforts of orgaizatios like Iterfaith Youth Core (IFYC) who is workig with McMurry Uiversity ad Texas Wesleya Uiversity to chage the public discourse about religio from oe of atipathy ad coflict to oe of uderstadig ad cooperatio. We are grateful for our gratees spirit of abudace their covictio that a brighter future is possible for those they serve. We share this covictio ad ecourage them to egage i purposeful itrospectio, evaluatio, ad plaig. This broad support has resulted i a growig umber of requests for grats, from 46 orgaizatios i 2015 to 71 i 2016.

5 E X P L O R I N G D E E P W A T E R S O F F A I T H I N A C T I O N Norther hills Uited methodist Church i Sa Atoio has grow from a small eighborhood church to a strog regioal church. While much of that growth has bee outward, Norther Hills recetly decided to reach back to its roots. I February 2015, the cogregatio put faith ito actio whe they decided to purchase a electric supply warehouse buildig i a eighborhood just a few miles south of the church s origial locatio. The decisio was widely supported as the eeds of its former commuity became evidet to the cogregatio. Still, it took courage ad covictio for the cogregatio to commit its spiritual, huma ad fiacial capital to servig the eeds of the commuity its church had grow away from, literally, more tha a decade earlier. We realized the may good blessigs God had bestowed o our church, explaied Norther hills Seior Pastor rev. milto Lewis. With those blessigs come gratitude, ad a desire to express that gratitude by servig others. After workig for moths to raise the fiacial resources, followed by deliberate, comprehesive discussios about services ad staffig, Norther Hills broke groud i October 2016 ad started costructio o a ew Miistry Ceter. The ew facility will iclude a multipurpose room that ca seat 200+; a chapel; a local food patry with a kitche; cliic space for health screeigs ad ursig care; ad six large classrooms. We ow a 13,000 square foot buildig i the midst of a sea of huma eed: physical, emotioal, ad spiritual. We re a small boat i a big sea. but our faith-history is of a God who accomplishes a lot with a little, Lewis observed. The ew Miistry Ceter will beefit from Norther Hills log-established parterships with other local orgaizatios i order to provide a rage of services to eighbors, icludig the Sa Atoio Food bak, the Texas Diaper bak ad methodist healthcare. We have retured to our roots with o ageda other tha to serve ad fulfill our cogregatioal missio to love the world for which Christ died, said Lewis. We ow a 13,000 square foot buildig i the midst of a sea of huma eed: physical, emotioal, ad spiritual. We re a small boat i a big sea. But our faith-history is of a God who accomplishes a lot with a little. Norther Hills UMC has bee workig with TMF sice Church leadership uderstads that the beefits of a loa with TmF make a impact beyod their cogregatio. We are very aware that the iterest we pay to TMF serves a larger purpose, said Dudley harral, Executive Admiistrator at Norther Hills. Our loa helps other cogregatios reach out to serve their commuities. It s all about furtherig miistry, ad fulfillig the visio of what could be. d i s c o v e r i g TMF has a uique opportuity to deepe the impact of creative miistries that are strivig itrospectio, coduct ogoig evaluatios to measure outcomes, ad sharpe their visios ad toward trasformative chage. We are well plas for future actio, we are ecouragig them as positioed to assist these leaders through grat makig, coveig coversatios, ad strategic plaig, as well as stewardship, gift plaig, edowmet, ledig ad ivestmet expertise. By helpig courageous leaders egage i purposeful they leave the ets of security ad covetio behid ad aswer God s call to do somethig bold ad brave. This is the kid of comprehesive support eeded to create deeper ad more loglastig impact ad chage.

6 G R A T E F U L L Y E N A C T I N G G O D ' S G R A C E b o u d l e s s Twety years ago, Grace Fellowship Uited methodist Church i Katy was a worship commuity i search of a place to gather. The cogregatio eded up retig a facility from a equestria ceter, ad payig $1 per head for each worshiper. Today, Grace Fellowship UMC sits o a 30-acre campus, with a worship ceter, a childre s ceter, a youth miistry buildig ad a admiistrative ad meetig facility. Ad TMF has bee there every step of the way. Sice my first coversatio with David mccaskill years ago, I realized that TmF was really about relatioships, said mitch Peairso, Executive Pastor at Grace Fellowship UmC. They believed i us ad our visio for our church. Grace Fellowship s visio icluded creatig a faith commuity that shared a desire for prayer, discipleship ad outreach. The first buildig the cogregatio costructed i 1997 was ot a worship ceter, but a childre s ceter costructed o a piece of lad the church purchased adjacet to the facility they were retig. It was easy to make TmF our leder of choice for may reasos, from rates to how easy it is to work with them, Peairso described. But it s also because of the great work that is doe by ad through TMF. Workig with TMF, Grace Fellowship UMC was able to purchase a additioal piece of lad that icluded a ope-air equestria facility. The structure of colums ad beams was i good coditio, said Peairso. We literally poured a slab, put a ew roof o it, put up walls, ad threw i some cold air. Today, that horse bar is our 1,500-seat worship ceter. With a growig ad active cogregatio, Grace Fellowship has bee able to support missio efforts to reach the ureached, whether those people live earby i Housto, or are a ureached group o the other side of the world. It s also oe of the reasos the church cotiues to stregthe its relatioship with TMF. We re fortuate to have moey to ivest, ad we ve elected to ivest with TMF ad the Methodist Loa Fud. With TMF, we kow our moey is beig put to good use, whether it s fudig great programs like their Leadership Miistry or supportig groups workig to advace the Kigdom of God. We kow God has bee good to us, explaied Peairso. We re fortuate to have moey to ivest, ad we ve elected to ivest with TMF ad the Methodist Loa Fud. With TmF, we kow our moey is beig put to good use, whether it s fudig great programs like their Leadership miistry or supportig groups workig to advace the Kigdom of God.

7 S H A R I N G G O D ' S G O O D N E S S A N D G E N E R O S I T Y Whe the cogregatioal leaders of the First Uited methodist Church i Grapevie met with TMF s Robert Hoppe i 2005, he asked what seemed like a simple questio. If your church were to close tomorrow, what would be the reactio of your commuity? The respose was a stued silece. Noe of the leaders could clearly explai why the church was importat or what it stood for. That momet of ucertaity led to a trasformatio at FUMC Grapevie. The cogregatio started by askig, Who are our eighbors? While the commuity did t feel wealthy, the cogregatio was ecoomically healthy ad stable. We had bee very iwardly focused, explaied lay leader Ed Crater. The thikig was that we were fie, so the commuity aroud us was fie. We leared quickly that we were wrog. Church leadership foud out that the surroudig eighborhood icluded a large umber of studets receivig meal assistace at school ad may families who were strugglig to live at or below the poverty lie. The cogregatio started a program called miistry mile, focused o servig ayoe livig withi oe mile of the church who would beefit from assistace. This led to iitiatives for weeked luch programs, summer youth groups, ad may more actioable ideas. The relatioship betwee FUMC Grapevie ad TMF cotiues to be strog ad productive, from fiacig for a ew sactuary to the church s ivestmets i the methodist Loa Fud. We kow TMF is usig its fuds to develop ad support programs that will make a impact o may miisters, lay leaders ad cogregatios. They have truly made a differece i the miistry of our church. Our church ivests i the Methodist Loa Fud for FUMC Grapevie is a very differet church tha it more tha favorable rates, said FUmC Grapevie was i Istead of beig satisfied with the status Seior Pastor Joh mollet. We ve see first-had the quo, the cogregatio is committed to sharig what importat work TMF supports usig fuds from the they have with others whether it s i the form iterest o those ivestmets. Two of our pastors of moey or voluteers or leadership or ay have beefited from their experiece with TMF s combiatio of the three. If there s a eed i the Leadership Miistry program, ad TMF has commuity, they fid a way to serve. supported our rapidly growig Hispaic Miistry That commuity cotiues to grow. Today FUMC with grat fudig. Grapevie is workig with commuities i We kow TmF is usig its fuds to develop ad support Costa Rica, Keya, ad Latvia. Ad o oe i the programs that will make a impact o may miisters, cogregatio has ay trouble explaiig the importace lay leaders ad cogregatios, Mollet added. of FUmC Grapevie to its eighbors. They have truly made a differece i the miistry of our church. e m b r a c i g o u r TMF has a uique opportuity to deepe the impact of creative miistries that are strivig itrospectio, coduct ogoig evaluatios to measure outcomes, ad sharpe their visios ad toward trasformative chage. We are well plas for future actio, we are ecouragig them as positioed to assist these leaders through grat makig, coveig coversatios, ad strategic plaig, as well as stewardship, gift plaig, edowmet, ledig ad ivestmet expertise. By helpig courageous leaders egage i purposeful they leave the ets of security ad covetio behid ad aswer God s call to do somethig bold ad brave. This is the kid of comprehesive support eeded to create deeper ad more loglastig impact ad chage.

8 I N S P I R I N G A N E W G E N E R A T I O N O F W O R S H I P E R S i s p i r i g TMF has a uique opportuity to deepe the impact of creative miistries that are strivig itrospectio, coduct ogoig evaluatios to measure outcomes, ad sharpe their visios ad toward trasformative chage. We are well plas for future actio, we are ecouragig them as positioed to assist these leaders through grat makig, coveig coversatios, ad strategic plaig, as well as stewardship, gift plaig, edowmet, ledig ad ivestmet expertise. By helpig courageous leaders egage i purposeful they leave the ets of security ad covetio behid ad aswer God s call to do somethig bold ad brave. This is the kid of comprehesive support eeded to create deeper ad more loglastig impact ad chage. I 2010, the clergy ad lay leadership at St. Stephe Uited methodist Church i Amarillo recogized that they eeded a ew Childre s Ceter to truly serve Sice the ceter opeed, our cogregatio has grow by 378 members, the majority of whom discovered us through our childre s programs. TMF has always bee competitive fiacially, explaied Smith. But the real reaso we trust TMF with some of our ivestmets is that we kow that the eeds of their commuity. They uderstood that the iterest TMF ears through the Methodist Loa The media age of their cogregatio has also if they wated to keep their cogregatio thrivig, Fud is used for a rage of projects that support dropped dramatically i the last two years. it was importat to provide the commuity s other churches ad orgaizatios i workig to youg families with erichig programs ad ivitig facilities. The most icredible ad ispirig part of this etire project is that it was coceived, led ad sustaied by achieve their miisterial goals. We feel that ivestig with TmF is ot just a great way to maage our some of the most seior members of our cogregatio, ivestmets, but also for workig to grow the Kigdom Beyod costructig the ew Childre s Ceter, St. added Cosby. They were the true force i brigig of God beyod our church. Stephe also eeded to make importat reovatios ew members ad youger families to our church. to other campus buildigs. While the cogregatio was able to cover almost 50% of the costs through a capital campaig ad other doatios, they would still eed a loa to fully fud the projects. The most icredible ad ispirig part of this etire project is that it was coceived, led ad sustaied by some of the most seior members of our cogregatio. They were the true force i brigig ew members ad youger families to our church. That s whe St. Stephe cotacted David mccaskill at May of the people promotig the chage have TMF. From the day we first met with David ad his bee part of this cogregatio sice the 1960s ad team at TmF i 2012, they were extremely 1970s, whe they joied St. Stephe with their ow kowledgeable ad helpful i assistig us to fid a loa youg families. They shared a profoud gratitude for that provided a fiacially smart ad accoutable what St. Stephe had meat to their families through solutio for fudig the rest of this vital project, the years ad wated to pass o that gratitude by explaied Seior Pastor Sta Cosby. offerig that same sese of iclusio ad spiritual The ew Childre s Ceter opeed i March of kiship with a ew geeratio of families 2014, ad the results have bee trasformative for i Amarillo. St. Stephe UMC. St. Stephe ad TMF have ejoyed a log ad The Childre s Ceter has bee a tremedous poit of trustig relatioship for decades. It s why the church etry for youg families lookig for a church to call ot oly looks to TmF for help with loas, but also why home, said Executive Pastor Scott Smith. St. Stephe ivests with TmF.

9 Y E A R I N R E V I E W c r e a t i g TMF eded 2016 with a deeper uderstadig of the importace of abudace ad the vital role that faith commuities play i formig ad urturig that sese of abudace. The sigificace of the followig developmets, activities, ad fiacial reportig is i how they reflect the may cogregatios, leaders, families, idividuals, ad orgaizatios we are privileged to work with who affirm God s abudat love ad geerosity by sharig that love with eighbors ad stragers, so all ca experiece a abudat life of meaig, purpose, ad hope. FINANCIAL As of December 31, 2016, total assets uder maagemet by TMF were approximately $525 millio, a icrease of $20 millio from Ivestmets i the Methodist Loa Fud are curretly fudig 442 loas to Uited methodist churches ad agecies. Our loa balace eded 2016 at $343 millio, up $29 millio from ed-of-year Our Udesigated Edowmet grew durig the year by approximately $3 millio, edig the year at $35 millio. The relatioship betwee our loa portfolio ad our edowmet has ever bee healthier ad, i fact, exceeds guidelies established by our board. Additioally, this edowmet growth diversifies ad ehaces our operatig icome stream by geeratig additioal reveue for operatios. coversatio, discermet, ad courageous miistry by leaders i coectio with TMF s Leadership Miistry. As of March 2017, the edowmet has grow to $900,000 i gifts ad pledges. 2 Gifts to the Grats miistry icluded $40, Developmet staff worked with idividual doors o plaed gifts totalig $2.9 millio. I 2016, TmF Grats cotiued efforts to idetify ad ivest i fiacially sustaiable miistries that clearly articulate outcomes ad work toward lastig improvemets i the quality of life for those they serve. As a coscietious steward of the geerosity of doors ad of TMF, we ivested i truly trasformatioal istitutioal ad etrepreeurial miistries that show strog leadership, a visio for chage, ad purposeful use of the fudig we provide them. We cotiue to help grat applicats address key issues, such as strategic plaig, alterative fudig sources, ad methods for measurig outcomes ad effectiveess. Oe of the highlights from 2016 is TMF s collaboratio with moody memorial UmC i Galvesto to ehace the miistries of missio milby ad Westbury UmC s Fodre Apartmet miistry (FAm) i housto. By parterig together ad galvaizig both fiacial ad strategic plaig expertise, Moody Memorial ad TMF provided a array of powerful resources to further deepe the impact of these iovative miistries. Not icluded i the amout above, edowmet dedicated to our Leadership miistry ow totals a additioal $7.1 millio, up from $5.8 millio. Because of TMF s log-stadig covictio that strog pastoral leadership is crucial to creatig vital cogregatios, we have set a goal of $20 millio i edowmet to support this crucial work. Gifts to TmF totaled $3.4 millio: 2 Gifts to Leadership miistry eded the year at $492,058. Icluded i that amout are ew gifts ad pledges of $455,941 to the Gil redle Learig ad Leadership Edowmet. The edowmet hoors Gil s legacy by supportig his work to create opportuities for TMF to ope ew paths of Durig 2016, TMF made grats totalig approximately $1 millio. Of that total, a estimated $650,000 came from edowmets created by idividual doors ad $350,000 from TmF operatios. The Grats Committee of the TMF Board of Directors determies distributio decisios for these discretioary fuds. I 2016, grats fuds were distributed as follows: 2 43% to outreach miistries ad evagelism targetig systemic chage 2 45% to miistries which systemically beefit families livig i poverty, particularly childre 2 12% for scholarships

10 recogizig our I additio to the $1 millio cited above, TmF provided $180,000 i special grat fudig to the six cofereces we serve throughout Texas ad New mexico. Sice begiig these grats i 2009, TMF has awarded a total of $1,430,000 to the cofereces, all of which has bee used at the discretio of the presidig Bishops. For 2016, we asked the Bishops to alig the fudig with orgaizatios addressig critical eeds i ways that brig about meaigful ad sustaiable chage, cosistet with our Grats Miistry s focus o systemic chage. TMF distributed approximately $1 millio from permaet edowmets, predomiatly to Uited Methodist causes. LEADErShIP ministry AND ArEA STAFF TmF s Leadership miistry seeks to eable courage, learig, ad iovatio amog leaders. The primary method by which we do this work is through facilitatig trasformatioal coversatios; some take the form of ogoig peer groups ad others as stad-aloe coversatios aroud a adaptive issue. Durig 2016, TmF hosted 15 peerlearig groups, ivolvig over 275 clergy ad lay leaders from across Texas ad New mexico, as well as drawig from the other cofereces of the South Cetral Jurisdictio (SCJ). These groups have proved pivotal i buildig collegial relatioships that support pastoral excellece ad i helpig pastors uderstad the challeges they face ad provide strategies for respodig. I additio to cotiuig our commitmet to ogoig groups, such as the SCJ bishops Coclave, the New ad Cotiuig District Superitedet groups, Executive Pastors, musicias, ad miistry with the Poor group, i 2016 TMF worked i collaboratio with horizos Stewardship Compay to lauch a Year-roud Geerosity Pilot Project with seve cogregatios i the North Texas Coferece. We also are egaged i a ogoig learig partership with miistry Iovatio Fellows Agie Thursto ad Casper ter Kuile at harvard Diviity School who are workig to resource ad etwork miistry iovators across the coutry who are creatig commuities that attract those who are ulikely to affiliate with traditioal cogregatios. I 2016, the Area Represetatives team adopted a ew hybrid model of represetig TMF s work, which icludes both geographic coverage ad resource specializatio. Specialties withi the team iclude laity empowermet, year-roud stewardship plaig, edowmet ad legacy givig, strategic discermet, miracle Suday stewardship campaigs, ad o-profit goverace. The team held 22 Puttig Your house i Order semiars to help people with a variety of ed-of-life issues. Four holy Coversatios processes were completed. Fiftee half-day or full-day workshops helped cogregatios drill dow more deeply ito their core purpose. Two miracle Suday campaigs were held with each exceedig the aouced goal. The team visited with 25 churches about begiig or re-awakeig edowmet givig. Work o matters of goverace with o-profit boards of directors proved trasformatioal for their work. STAFFING Durig 2016, TMF staff said goodbye to Gil redle whose urivaled itellect, wisdom, facilitatio skills, ad profoud sese of commitmet to the purpose of the church have had a reverberatig ifluece o Uited Methodist judicatories, cogregatios, ad o-traditioal faith commuities across the coutry. TMF also celebrated the retiremet of Do Psecik, Seior Area represetative ad Church Edowmet Specialist. A 22-year TMF employee, Do worked to empower vibrat miistry i churches, first i the Cetral Texas Coferece ad the the Texas Coferece. Do also worked with may idividuals ad families durig his teure to help them steward their resources to alig with their faith values through legacy givig. As aouced earlier, we welcomed bishop Jaice riggle huie who officially bega her role i Leadership Formatio i Jauary Bishop Huie s experiece ad kowledge are well-suited to TMF s dual focus o ecouragig leaders to thik expasively ad act courageously both to improve existig cogregatios ad create ew commuities of faith. I the fall of 2016 richard Edwards bega his role as Seior Area represetative for the Northwest Texas Coferece where he coects clergy ad lay leaders to resources relevat to their uique goals for missioal growth i their cogregatios ad commuities. TMF will welcome Carol motgomery i July 2017 as Area Represetative for the North Texas Coferece. A elder i the North Texas Coferece, Carol is curretly servig Corerstoe UmC i Garlad. A graduate of Oklahoma State Uiversity, Carol eared a Master s i Couselig from Texas Woma s Uiversity ad Master of Diviity from Perkis School of Theology. She will be steppig ito Joh Thorburg s role to free him to maage Area Staff activities for all six cofereces that TMF serves.

11 a p p r e c i a t e o u r LIFE FUNDS TOTAL FUNDS INCOME ENDOWMENT MANAGED FOR ASSETS 2016 OWNED FUND FUND INVESTORS CASH AND CASH EQUIVALENTS $2,694,362 $240,806 $18,408 $66,428 $2,368,720 ACCRUED INTEREST RECEIVABLE 1,228, ,312 14, , ,238 CONSULTING FEES RECEIVABLE 2,500 2, PLEDGES RECEIVABLE 1, ,000 - LOANS 359,417,473 23,982,455 2,434,657 8,695, ,305,350 BOND FUNDS 3,238, , ,033 2,949,114 STOCKS 147,530,831 14,158,096 13,229,638 55,579,779 64,563,318 CERTIFICATES OF DEPOSIT 5,003, , ,592 4,544,471 LAND AND BUILDINGS 1,346,241 1,346, OIL AND GAS INTERESTS 561, ,390 1,867 3,000 OTHER INVESTMENTS 57, ,746 - FIXED ASSETS, NET 2,721,864 2,721, INTANGIBLE ASSETS 530, , PREPAID EXPENSES 599, , , F I N A N C I A L S TOTAL $524,934,382 $44,070,702 $16,650,061 $64,616,408 $399,597,211 LIABILITIES AND NET ASSETS LIABILITIES: DISTRIBUTIONS, GRANTS AND ACCOUNTS PAYABLE $3,460,906 $886,613 $52,823 $2,190, ,920 DEFERRED REVENUE 131, , DEFERRED GRANT REVENUE 400, , LINE OF CREDIT 12,965, ,233 90, ,376 11,673,671 FUNDS MANAGED FOR INVESTORS 387,592, ,592,620 FUNDS HELD AS AGENT 56,753,456-16,305,986 40,447,470 - TOTAL LIABILITIES 461,303,387 2,291,251 16,449,529 42,965, ,597,211 NET ASSETS $63,630,995 $41,779,451 $200,532 $21,651, TOTAL $524,934,382 $44,070,702 $16,650,061 $64,616,408 $399,597,211 T M F S C H E D U L E O F S E L EC T E D F I N A N C I A L DATA FO R E AC H O F T H E S E V E N Y E A R S I N T H E P E R I O D E N D E D D EC E M B E R 3 1, AT Y E A R E N D: FUNDS MANAGED FOR INVESTORS $299,396,216 $301,622,524 $326,374,476 $319,980,087 $393,454,064 $389,012,350 $387,592,620 LOANS 296,552, ,396, ,359, ,256, ,804, ,696, ,417,473 OTHER SECURITIES 61,346,922 67,356,467 86,024,802 92,080, ,758, ,664, ,772,482 OPERATING AND MEMORIAL NET ASSETS 17,090,584 20,183,904 23,531,390 27,451,359 29,928,607 31,798,055 34,648,406 TMF LEADERSHIP MINISTRY 3,585,475 4,026,196 4,197,890 4,687,298 5,652,360 5,819,173 7,131,045 PERMANENT GIFTS (FOUNDATION,TRUSTEE) 61,656,675 64,635,125 71,918,876 81,824,737 92,574,608 94,420, ,877,933 TOTAL ASSETS $373,501,239 $383,922,117 $419,390,976 $425,941,318 $510,478,159 $505,052,287 $524,934,382

12 i s e v e r y w h e r e eed is here. w h a t w e B O A R D M E M B E R S B Y C O N F E R E N C E C E N T r A L T E x A S Dr. Chris Hayes Mr. Hery Joyer Dr. Dale Kobel Bishop J. Michael Lowry* Mr. Wesley Millica Mr. Hiram Smith** N E W m E x I C O Bishop W. Earl Bledsoe* Mr. Joh Goodwi Rev. Jeff Lust Mr. Sid Strebeck Mr. Tom Toevs N O r T h T E x A S Mr. Jim Adams Mrs. Mary Brooke Casad Mrs. Pat Deal Mr. Robert Dupuy Dr. William Gree Mr. Larry Hayes Mr. Joseph W. Holmes Bishop Michael McKee Dr. Clayto Oliphit Dr. Owe Ross Dr. Adrew Stoker Mr. Kelvi Walker Ms. Julie Yarbrough Mrs. Kay Yeager N O r T h W E S T T E x A S Bishop W. Earl Bledsoe* Mr. Matthew Bumstead Judge Ro Es Dr. James W. Hut Mr. Byum Miers** r I O T E x A S Mr. James A. Cox** Dr. Daiel Flores Rev. Thelma Flores* Rev. Scott Heare Mr. Jim Horbuckle Mrs. Teresa Keese Rev. Laura Merrill Mr. Robert T. Rork** Bishop Robert Schase* Mr. Robert C. Scott** Mr. Robert B. Suderlad** Ms. Amy Shaw Thomas Judge Hery Sataa T E x A S Mr. William Bleibdrey Ms. Gee Graham Dr. Do House Mr. Rock Houstou Mrs. Thomasie Johso Bishop Scott Joes* Dr. Thomas J. Pace, III Dr. Matthew Russell Mr. James V. Walzel Rev. Jim Welch *A DV I S O RY * * E M E R I T U S

13 t h i s i s A B U N D A N T L I F E T M F S T A F F ArEA representatives J OHN THORNBURG MELVIN AMERSON RICHARD EDWARDS ERIC MCKINNEY J OHN RIVAS J OYCE RUSSELL TOM STANTON LEAH TAYLOR Seior Area Represetative, North Texas Coferece, ad Vice Presidet of Area Staff Seior Area Represetative, Resource Specialist Seior Area Represetative, Northwest Texas Coferece Seior Area Represetative, Cetral Texas Coferece Executive Director for New Mexico Activities Seior Admiistrative Assistat Seior Area Represetative, Rio Texas Coferece ad Geeral Cousel Seior Area Represetative, Texas Coferece ChArITAbLE SErVICES AND DEVELOPmENT JUSTIN GOULD Vice Presidet of Developmet EMILY ADDINGTON Admiistrative Assistat Door/Developmet K ARYL SEIBERT Edowmet Admiistrator CHARLES SMITH Charitable Services Represetative ExECUTIVE TOM LO CKE CURTIS VICK TERI FICHERA L AURA FUQUA Presidet Executive Vice Presidet Director of Evet Plaig ad Executive Support Executive Admiistrative Assistat ad Corporate Secretary FOUNDATION relations PATTI SIMMONS Vice Presidet of Foudatio Relatios GrANTS ministry JACKI LAMMERT PATTI GLANZER Director of Grats Miistry Grat Associate LEADErShIP ministry BISHOP JANICE Leadership Formatio RIGGLE HUIE LISA GREENWO OD MARY ESSLINGER JANET KLOSTERBOER Vice Presidet of Leadership Miistry Leadership Miistry Assistat Seior Admiistrative Assistat methodist LOAN FUND SErVICES DAVID MCCASKILL Seior Vice Presidet of MLF Services ROBERT HOPPE Vice Presidet of Loas ad Real Estate S AR A B ELT R AN Assistat Vice Presidet of Ivestor Services PAU L A S I N I Assistat Vice Presidet of Loas VIRGINIA ADDINGTON Loa ad Ivestor Services Assistat R ANDI FORREST Ivestor Services Assistat T ER R I H AR N I S H Loa Closer JENNY KING Loa Assistat OPErATIONS CANDY GROSS Seior Vice Presidet of Operatios GERRY SCHOENING Assistat Vice Presidet, Cotroller PATSY WILSON Assistat Vice Presidet, Huma Resources L AS H U N D R A B U FO R D Office Operatios Admiistrative Assistat THERESA MCGEE Office Assistat, New Mexico Office LINDA PARNELL Receptioist S USAN PUHAR Process Aalyst T ER ES A R I C E Data Aalyst S ONIA RILEY Office Maager ad Accoutig Assistat BARBAR A WARREN Accoutig Support CINDY WARREN Director of Database ad IT OFFICErS TOM LO CKE Presidet CURTIS VICK Executive Vice Presidet CANDY GROSS Seior Vice Presidet DAVID MCCASKILL Seior Vice Presidet JUSTIN GOULD Vice Presidet L I S A G R EEN WO O D Vice Presidet RO B ERT H O P P E Vice Presidet PATTI SIMMONS Vice Presidet J O H N T H O R N B U RG Vice Presidet S AR A B ELT R AN Assistat Vice Presidet GERRY SCHOENING Assistat Vice Presidet PAU L A S I N I Assistat Vice Presidet PATSY WILSON Assistat Vice Presidet

14 Y o u c a t outgive God. u e d i g t m f - f d. o r g