Saints Foundation FY2024 filing

Tax-deductible

Fort Worth, TX501(c)(3)Since 2016EducationEIN 81-2574672

The saints foundation provides support for all saints' episcopal school of fort worth.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
5 of 5
filings with a surplus
Average surplus $2.0M a year · 85% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
43 mo
of spending, in cash
Looks good: 42.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
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
$2.4M
+2% vs prior year
Spent
$523K
To programs
86%
Net assets
$25.6M
By yearFY2020–FY2024
Revenue
$2.4M
FY2024▲ +2%
Revenue by fiscal year
FY2020$373K
FY2021$1.5M
FY2022$4.9M
FY2023$2.4M
FY2024$2.4M
FY2024$1.0M
Expenses
$523K
FY2024▼ -27%
Expenses by fiscal year
FY2020$42K
FY2021$412K
FY2022$63K
FY2023$718K
FY2024$523K
FY2024$551K
Net assets
$25.6M
FY2024▲ +11%
Net assets by fiscal year
FY2020$15.1M
FY2021$19.0M
FY2022$21.5M
FY2023$23.1M
FY2024$25.6M
FY2024$27.1M

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 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 Aug 2016.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $450K Management & general 14% · $73K

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

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
See Saints 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

Programs and updates

Supports All Saints' Episcopal School of Fort Worth.

Provided by the organization

This section is blank until Saints Foundation claims this page.

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1 program service account for $450K of program spending, described in the organization's own filed words · FY2023.
01

The Foundation is organized to provide support for All Saints Episcopal of Fort Worth and assist the School in carrying out its purposes.

$450Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 4 grants · $1.9M · 2020–2024

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Investment incomeLn 3$2.3M
Gifts and grantsLn 1h$66K
Other incomeLn 4–11$44K
Money outPt IX
$523K
Ln 25
Programscol B$450K
Managementcol C$73K
Owns and owesPt X
$25.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$25.6M
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$66K
Investment incomeLn 3$2.3M
Other incomeLn 4–11$44K
Gains on assetsLn 7$537K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$0
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$14.2M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$9.5M
Total assetsLn 16$25.6M
LiabilitiesLn 26$0
Net assetsLn 32$25.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$4.0M$1.9M
InvestmentsLn 11–13$12.1M$14.2M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$23.1M$25.6M
LiabilitiesLn 26$0$0
Net assetsLn 32$23.1M$25.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$450K$450K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$64K$64K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$10K$10K
Total functional expensesLn 25$523K$450K$73K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $2.4M$523K$1.9M$25.6M 990 PDF
FY2023 $2.4M$718K$1.7M$23.1M 990 PDF
FY2022 $4.9M$63K$4.8M$21.5M 990 PDF
FY2021 $1.5M$412K$1.1M$19.0M 990 PDF
FY2020 $373K$42K$330K$15.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $2,412,695 across 8 lines filed
VIII-1f All other contributions, gifts and grants$66,470
VIII-1h Total contributions, gifts and grants$66,470
VIII-3 Investment incomeExcluded from tax $1,765,718$1,765,718
VIII-5 RoyaltiesExcluded from tax $43,812$43,812
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $536,695$536,695
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $2,346,225$2,412,695
Part IX · Statement of functional expenses $523,411 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $450,000$450,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $0$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $63,507$63,507
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $9,904$9,904
IX-25 Total functional expensesPrograms $450,000 · Management $73,411 · Fundraising $0$523,411
Part X · Balance sheet $25,579,886 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $4,019,211$1,873,238
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $56,052$5,148
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $12,102,103$14,182,617
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $6,903,580$9,518,883
X-16 Total assetsStart of year $23,080,946$25,579,886
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-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $12,435,640$13,769,474
X-28 Net assets with donor restrictionsStart of year $10,645,306$11,810,412
X-32 Total net assets or fund balancesStart of year $23,080,946$25,579,886
X-33 Total liabilities and net assetsStart of year $23,080,946$25,579,886
Part XI · Reconciliation of net assets $25,579,886 net assets at year end
XI-1 Total revenue$2,412,695
XI-2 Total expenses$523,411
XI-3 Revenue less expenses$1,889,284
XI-4 Net assets at start of year$23,080,946
XI-5 Net unrealized gains (losses) on investments$609,656
XI-10 Net assets at end of year$25,579,886

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

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