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St Thomas Legacy Foundation

Tax-deductible

Medina, WA501(c)(3)Religion EIN 20-3147902Revenue $549K in FY2024

On file with the IRS8398 Ne 12th St, 98039-3100 · Medina, WATax-exempt since Nov 2007Supporting organization — 509(a)(3)

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St. Thomas Legacy Foundation receives, manages, administers and disburses funds in support of St. Thomas Episcopal Church Medina, WA both with respect to permanent funds as well as funds designated for capital improvement projects, outreach programs, music programs, liturgical supplies, and perpetual memorials all in support of St. Thomas Episcopal Church.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 8 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $131K a year · 65% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
80 mo
of spending, in cash
Plus $879K in investments, Pt X · Ln 11–13
Looks good: 80.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $19K
Fine: 2 funders name 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
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$549K
+278% vs prior year
Spent
$56K
To programs
76%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$549K
FY2024▲ +278%
Tap a bar for its year
Revenue by fiscal year
FY2020$62K
FY2021$122K
FY2022$140K
FY2023$145K
FY2024$549K
Expenses
$56K
FY2024▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$170K
FY2021$29K
FY2022$48K
FY2023$60K
FY2024$56K
Net assets
$1.3M
FY2024▲ +64%
Tap a bar for its year
Net assets by fiscal year
FY2020$604K
FY2021$698K
FY2022$681K
FY2023$766K
FY2024$1.3M

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2007.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $42K Management & general 6% · $3K Fundraising 18% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Anne Bentley
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Curt Young
Secretary
$0Pt VII · Sec A
See St Thomas Legacy Foundation executive salaries →

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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

Manages and disburses funds for church programs, projects, and memorials.

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Provided by the organization

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3 programs · $26K · in their own filed words · FY2024
01

Receive, manage, administer and disburse funds of the Columbarium Endowment fund in support of the columbaria and physical plant and grounds of St. Thomas Episcopal Church Medina, WA.

$11Kprogram expense
02

Receive, manage, administer and disburse funds of the Sustaining Endowment in support of the ministries and programs of St. Thomas Episcopal Church Medina, WA.

$9Kprogram expense
03

Receive, manage, administer and disburse funds of the Music Guild Concert Series fund in support of the music and concert programs of St. Thomas Episcopal Church Medina, WA.

$6Kprogram 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 · FY2024
Morgan Stanley Global Impact Funding Trust INCFY2024$10K
American Online Giving Foundation INCFY2024$9K
Total grants receivedfrom 2 funders$19K
Grants paid · 5 grants · $330K · 2020–2024
Saint Thomas Episcopal ChurchFY2024$41,955
Saint Thomas Episcopal ChurchFY2023$56,334
St Thomas Episcopal ChurchFY2022$45,163
St Thomas Episcopal ChurchFY2021$20,839
St Thomas Episcopal ChurchFY2020$166,087

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$549K
Ln 12
Gifts and grantsLn 1h$475K
Investment incomeLn 3$73K
Money outPt IX
$56K
Ln 25
Programscol B$42K
Managementcol C$3K
Fundraisingcol D$10K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$372K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$475K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$73K
Gains on assetsLn 7$0
Total revenueLn 12$549K
Assets in detailPt X, end of year
CashLn 1$97K
SavingsLn 2$274K
Cash and savings togetherLn 1–2$372K
InvestmentsLn 11–13$879K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$37K$372K
InvestmentsLn 11–13$702K$879K
Total assetsLn 16$766K$1.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$766K$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$42K$42K
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$10K$10K
Total functional expensesLn 25$56K$42K$3K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $549K$56K$493K$1.3M 990 PDF
FY2023 $145K$60K$85K$766K 990 PDF
FY2022 $140K$48K$92K$681K 990 PDF
FY2021 $122K$29K$94K$698K 990 PDF
FY2020 $62K$170K−$108K$604K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $548,655 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $65,150$475,478
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $80,016$73,177
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $145,166$548,655
I-13 Grants and similar amounts paidPrior year $56,334$41,955
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 $3,395$13,550
I-18 Total expensesPrior year $59,729$55,505
I-19 Revenue less expensesPrior year $85,437$493,150
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $548,655 across 14 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$13,000
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$462,478
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$475,478
VIII-3 Investment incomeRelated to mission $73,177 · Unrelated business $0 · Excluded from tax $0$73,177
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $73,177 · Unrelated business $0 · Excluded from tax $0$548,655
Part IX · Statement of functional expenses $55,505 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $41,955$41,955
IX-11c Accounting feesManagement $3,300$3,300
IX-11g Other fees for servicesFundraising $10,250$10,250
IX-25 Total functional expensesPrograms $41,955 · Management $3,300 · Fundraising $10,250$55,505
Part X · Balance sheet $1,259,597 assets, 14 lines filed
Asset lines not itemized here account for $8,747; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $13,918$97,118
X-2 Savings and temporary cash investmentsStart of year $23,446$274,457
X-11 Publicly traded securitiesStart of year $701,917$879,275
X-16 Total assetsStart of year $766,447$1,259,597
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $447,490$508,561
X-28 Net assets with donor restrictionsStart of year $318,957$751,036
X-32 Total net assets or fund balancesStart of year $766,447$1,259,597
X-33 Total liabilities and net assetsStart of year $766,447$1,259,597
Part XI · Reconciliation of net assets $1,259,597 net assets at year end
XI-1 Total revenue$548,655
XI-2 Total expenses$55,505
XI-3 Revenue less expenses$493,150
XI-4 Net assets at start of year$766,447
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$0
XI-10 Net assets at end of year$1,259,597

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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