2017-05-03T13:04:31-07:00 2016-12-31 990 2016-01-01 203147902 ST THOMAS LEGACY FOUNDATION STTH 4254549541 8398 NE 12th St Medina WA 98039 Frederick Barkman President 4254549541 2017-05-05 50.135.56.241 2016 2021-01-29 14:40:06Z Frederick S Barkman Jr 10215 SE 21st Bellevue WA 980040124 85568 0 X X 2005 WA St. Thomas Legacy Foundation receives, manages, administers and disburses funds in support 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. 6 6 0 7 0 0 0 24683 649035 0 6738 60885 0 0 655773 85568 359503 57998 0 0 0 0 0 0 0 25379 4578 384882 62576 270891 22992 630271 653253 455000 0 175271 653253 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. 0 0 9580 7664 13542 Receive, manage, administer and disburse funds of the Columbarium Endowment in support of the columbaria and related property at St. Thomas Episcopal Church Medina, WA. 2577 2061 11942 Receive, manage, administer and disburse funds of the Buildings & Grounds Endowment in support of the physical plant and grounds of St. Thomas Episcopal Church Medina, WA. 17836 16309 11825 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. 28005 31692 47101 St. Thomas Legacy Foundation receives, manages, administers and disburses funds of the miscellaneous memorial and reserve funds in support of St. Thomas Episcopal Church Medina, WA including funds designated for capital improvement projects, outreach programs, music programs, liturgical supplies, and perpetual memorials all in support of St. Thomas Episcopal Church. 28005 31692 47101 57998 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 WA X Michael Allert 4254549541 8398 NE 12th St Medina WA 98039 Anne Corley Director 5 0 X 0 0 0 Martha Freitag Director 5 0 X 0 0 0 Curt Young Director 5 0 X 0 0 0 Alexander Breckinridge Ex-Officio Director 5 0 X 0 0 0 Frederick S Barkman Jr President 5 0 X 0 0 0 James Hughes Secretary 5 0 X 0 0 0 Micheal Allert Treasurer 5 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24683 0 24683 0 0 0 0 0 60885 60885 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85568 60885 0 0 57998 57998 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1090 0 1090 0 3705 0 3705 0 0 0 0 0 0 0 0 0 0 0 -568 0 -568 0 0 0 0 0 351 0 351 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 62576 57998 4578 0 9219 10477 2615 5316 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 618437 637460 0 0 0 0 0 0 0 0 630271 653253 0 0 0 0 0 0 0 0 0 0 0 0 455000 0 0 0 0 455000 0 X 3094 330249 40579 163460 131598 159544 175271 653253 630271 653253 X 22992 0 0 0 0 454990 X 1 X 0 1 0 X X X 1 St Thomas Episcopal Church 910652803 1 1 57998 0 1 57998 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 630271 24683 60876 57998 0 4579 653253 366031 649035 86 359503 23034 2345 630270 4301810 984114 51457 4961151 0 10198 366032 3766417 2830052 121355 2400337 0 15667 4301820 2044338 1946179 148820 349481 0 23439 3766417 0.38 0.31 0.31 0 0 Schedule D, Part V, Line 4 The endowment funds of the St. Thomas Legacy Foundation are used for capital improvements, building and grounds maintenance, ministry program and clergy support, music program support, and for the general support of St. Thomas Episcopal Church Medina, WA. 1 St Thomas Epsicopal Church 8398 NE 12th St Medina WA 98039 910652803 509(a)(1) 57998 0 The grants to St. Thomas Episcopal Church were for support of ministries, facility maintenance, outreach activities and music programs. 1 0 Schedule I, Part I, Line 2 The Board of the St. Thomas Legacy Foundation requires St. Thomas Episcopal Church to provide written requests for funds and written reports regarding the use of the funds. These requests and reports are reviewed on a quarterly basis. Form 990, Part VI, Section A, Line 6 St. Thomas Legacy Foundation has a single class of general members. General members of the Foundation are those individuals who qualify as an elector for the St. Thomas Episcopal Church as defined by the parish by-laws. Form 990, Part VI, Section A, Line 7a The general members of the St. Thomas Legacy Foundation have the right to vote for the Elected Directors of the Foundation. Form 990, Part VI, Section B, Line 11b The Form 990 and the associated schedules were reviewed by the St. Thomas Legacy Foundation Board of Directors and its' President and Treasurer, prior to filing. Form 990, Part VI, Section C, Line 19 Copies of the St. Thomas Legacy Foundation's governing documents, financial statements and 990 filings are on file at St. Thomas Episcopal Church and are available for review upon request. Form 990, Part XI, Line 9 After the completion of a capital campaign for St. Thomas Episcopal Church (the Supported Organization) for the construction of a new building, for which the St. Thomas Legacy Foundation received, invested, administered and distributed funds from pledges and contributions from donors until all donations were received and construction was completed, the remaining liability and balance of $454,990.00 for a construction line-of-credit was then transferred by the lending bank from the St. Thomas Legacy Foundation to St. Thomas Episcopal Church as the owner of the real estate that secured the loan. The removal of this liability from the St. Thomas Legacy Foundation Balance Sheet had the effect of increasing the Foundation's Net Assets in 2016 as shown in the Form 990, Part X, Line 23. St Thomas Episcopal Church 8398 NE 12th St Medina WA 98039 910652803 Religious WA 509(a)(1) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 St Thomas Episcopal Church b 57998 Policy-based Board Decision