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.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · 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
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
8 mo
of spending, in cash
Plus $702K in investments, Pt X · Ln 11–13
Looks good: 7.5 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
$145K
+4% vs prior year
Spent
$60K
To programs
94%
Net assets
$766K
By yearFY2020–FY2024
Revenue
$145K
FY2023▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$62K
FY2021$122K
FY2022$140K
FY2023$145K
FY2024$549K
Expenses
$60K
FY2023▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2020$170K
FY2021$29K
FY2022$48K
FY2023$60K
FY2024$56K
Net assets
$766K
FY2023▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$604K
FY2021$698K
FY2022$681K
FY2023$766K
FY2024$1.3M

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

94 cents of each dollar spent went to programs.

Program services 94% · $56K Management & general 6% · $3K

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
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
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 · $31K · in their own filed words · FY2023
01

Receive, manage, administer and disburse funds of the Behnke Memorial Music Fund in support of the music program and concerts programs of St. Thomas Episcopal Church Medina, WA.

$13Kprogram expense
02

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

$10Kprogram expense
03

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

$8Kprogram 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
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 FY2023 990, line by line.

1The main four
Money inPt VIII
$145K
Ln 12
Investment incomeLn 3$80K
Gifts and grantsLn 1h$65K
Money outPt IX
$60K
Ln 25
Programscol B$56K
Managementcol C$3K
Owns and owesPt X
$766K
net assets · Ln 32
Cash and savingsLn 1–2$37K
Total assetsLn 16$766K
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$65K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$80K
Total revenueLn 12$145K
Assets in detailPt X, end of year
CashLn 1$14K
SavingsLn 2$23K
Cash and savings togetherLn 1–2$37K
InvestmentsLn 11–13$702K
Total assetsLn 16$766K
LiabilitiesLn 26$0
Net assetsLn 32$766K
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 FY23End FY23
Cash and savingsLn 1–2$54K$37K
InvestmentsLn 11–13$627K$702K
Total assetsLn 16$681K$766K
LiabilitiesLn 26$0$0
Net assetsLn 32$681K$766K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$56K$56K
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$0$0$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$395$0$395$0
Accounting feesLn 11c$3K$0$3K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$0$0$0$0
Information technologyLn 14$0$0$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$0$0$0$0
TravelLn 17$0$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$0$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$0$0$0$0
Total functional expensesLn 25$60K$56K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $549K$56K$493K$1.3M 990 PDF
FY2023 Viewing $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 FY2023 990 (6 parts)
Part I · Summary $145,166 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $115,100$65,150
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $24,524$80,016
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $139,624$145,166
I-13 Grants and similar amounts paidPrior year $45,163$56,334
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 $2,395$3,395
I-18 Total expensesPrior year $47,558$59,729
I-19 Revenue less expensesPrior year $92,066$85,437
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 $145,166 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$11,250
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$53,900
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$65,150
VIII-3 Investment incomeRelated to mission $80,016 · Unrelated business $0 · Excluded from tax $0$80,016
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $80,016 · Unrelated business $0 · Excluded from tax $0$145,166
Part IX · Statement of functional expenses $59,729 across 29 lines filed
IX-1 Grants to domestic organizationsPrograms $56,334$56,334
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $395 · Fundraising $0$395
IX-11c Accounting feesPrograms $0 · Management $3,000 · Fundraising $0$3,000
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $56,334 · Management $3,395 · Fundraising $0$59,729
Part X · Balance sheet $766,447 assets, 14 lines filed
Asset lines not itemized here account for $27,166; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $18,329$13,918
X-2 Savings and temporary cash investmentsStart of year $35,322$23,446
X-11 Publicly traded securitiesStart of year $627,359$701,917
X-16 Total assetsStart of year $681,010$766,447
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 $387,485$447,490
X-28 Net assets with donor restrictionsStart of year $293,525$318,957
X-32 Total net assets or fund balancesStart of year $681,010$766,447
X-33 Total liabilities and net assetsStart of year $681,010$766,447
Part XI · Reconciliation of net assets $766,447 net assets at year end
XI-1 Total revenue$145,166
XI-2 Total expenses$59,729
XI-3 Revenue less expenses$85,437
XI-4 Net assets at start of year$681,010
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$766,447

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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