2023-05-10T13:46:03-05:00 2022-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2022-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2023-05-10 1 JAMES WOLTER 999009999 1 KEN YOUNGSTEAD P00320901 6152427351 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES WOLTER 1600 WESTGATE CIRCLE 200 BRENTWOOD TN 37027 9707408 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 2 6 0 394376 0 3969759 5835484 0 0 2026234 2074702 159748 394376 6155741 8304562 783164 1102387 0 0 897308 928252 0 0 545099 2122152 2680186 3802624 4710825 2353117 3593737 69146571 75938646 58327306 62711865 10819265 13226781 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 3084763 1102387 IN 2022 LEGACYTREE FOUNDATION (LTF) PRESENTED 206 GRANTS TO WORTHY ORGANIZATIONS WHO PROVIDE THE HANDS-ON SERVICES OF FULFULLING LTF'S MISSION TO 'PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED.' GRANTS ARE DISTRIBUTED TO LTF'S CHOSEN CHARITABLE IMPACT PARTNERS IN ADDITION TO ORGANIZATIONS RECOMMENDED BY LTF DONORS. 3084763 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 23 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN AR CA CT FL GA IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC UT VA WA WV WI CO MO OH OR X JAMES WOLTER 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 40.00 14.00 X X 200283 0 41698 EUGENE LINKOUS JR BOARD MEMBER 1.00 X 0 0 0 GREGORY WOLTER BOARD MEMBER 1.00 X 0 0 0 JEFFREY SWARTZENDRUER BOARD MEMBER 1.00 X 0 0 0 DAVID BUNKER BOARD MEMBER 1.00 X 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 40.00 13.00 X 159433 0 35043 JOHN FRAZIER CASE DESIGN SPECIALIST 40.00 X 140942 0 29699 500658 0 106440 3 0 1 0 0 5835484 661633 5835484 2070053 2070053 1407495 1402846 4649 4649 4649 INSURANCE COMMISSIONS 524298 394243 394243 OTHER REVENUE 524298 133 133 394376 8304562 2070053 394376 4649 1102387 1102387 436457 152760 130937 152760 359847 125946 107955 125946 75036 26263 22510 26263 4380 1533 1314 1533 52532 18386 15760 18386 899 899 81416 81416 3146 1101 944 1101 118460 530 88620 29310 73678 2309 60005 11364 38998 38998 4752 2376 2376 1048 1048 REINSURANCE COST 1643202 1643202 REFERRAL FEES 704241 528181 176060 ANNETTE'S HEART PROJECT 10346 10346 4710825 3084763 1080963 545099 1149745 1339593 253852 390044 19665 118490 41371 0 13594 11756 688470 22197 1169 666273 1251151 1292082 66414329 72118713 1695 1695 69146571 75938646 83684 177600 58243622 62534265 58327306 62711865 X 10819265 13226781 10819265 13226781 69146571 75938646 X 3593737 218267 -1404488 X 0 1 X 0 0 X 3206879 3146904 5364447 3969759 5835484 21523473 3206879 3146904 5364447 3969759 5835484 21523473 2207351 19316122 1641445 1757808 1842969 24228 27881 5294331 443 2598 710 2284 6035 26823839 0.72010 0.71150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 2000000 2662753 1 1 666152 666152 9660 9539 121 12658 12658 0 666273 ANNUITIES HELD 72118713 F 72118713 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 62534265 62534265 X 5475139 218267 -1404488 -1186221 6661360 1643202 1643202 8304562 3067623 0 3067623 1643202 1643202 4710825 PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) -1,404,488. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,643,202. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,643,202. PART I THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY TWO FUNDS WERE OPENED IN 2022. 0 ALZHEIMER'S FOUNDATION OF AMERICA 322 8TH AVE 16TH FL NEW YORK NY 10001 911792864 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED AMERICAN HEART ASSOCIATION 1101 NORTHCHASE PKWY MARIETTA GA 30067 135613797 501(C)(3) 7751 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501(C)(3) 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED BEAR VALLEY SNOWSPORTS FOUNDATION PO BOX 5302 BEAR VALLEY CA 95223 825203881 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED BETHEL COLONY OF MERCY INC 1675 BETHEL COLONY RD LENOIR NC 28645 566050210 501(C)(3) 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CENTURY BAPTIST CHURCH 205 COLT AVE BISMARCK ND 58503 450339938 501(C)(3) 6146 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CHARLOTTE RESCUE MISSION REBOUND 907 W FIRST ST CHARLOTTE NC 28202 560571223 501(C)(3) 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CHURCH OF ST MATTHEW 535 SNEED RD W FRANKLIN TN 37069 621180433 501(C)(3) 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CONDUIT MISSION 1642 LEWISBURG PK FRANKLIN TN 37064 260847576 501(C)(3) 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501(C)(3) 52500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED DOCTORS WITHOUT BORDERS USA INC 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 133433452 501(C)(3) 9880 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED EASTERN MENNONITE UNIVERSITY 1200 PARK ROAD HARRISONBURG VA 22802 540575812 501(C)(3) 12254 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 631135091 501(C)(3) 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED EVANGELIZE CHINA FELLOWSHIP 437 S GARFIELD AVE MONTEREY PARK CA 91754 954675793 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501(C)(3) 89163 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501(C)(3) 68100 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FUREVER HOME ANIMAL RESCUE INC 23823 MALIBU RD STE 50 445 MALIBU CA 90265 851453525 501(C)(3) 16000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED GILDAS CLUB KENTUCKIANA 2440 GRINSTEAD DR LOUISVILLE KY 40204 201635170 501(C)(3) 21000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED GRACE EV LUTHERAN CHURCH 1430 7TH AVE SE LEMARS IA 51031 420788233 501(C)(3) 8204 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 381374230 501(C)(3) 6170 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 232836648 501(C)(3) 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED LA CASA DE TODOS HC 23 BOX 6128 JUCOS PR 00777 660425468 501(C)(3) 16675 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED LABOR OF LOVE USA 3215 N 5TH ST RT 191 EAST STROUDSBURG PA 18301 222940287 501(C)(3) 12120 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED LETOURNEAU UNIVERSITY 2100 SOUTH MOBBERLY AVE LONGVIEW TX 75602 751081109 501(C)(3) 12254 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MERCY CENTER FOR WOMEN INC 1039 27TH ST ERIE PA 16504 251695659 501(C)(3) 26000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MERCY MULTIPLIED PO BOX 111060 NASHVILLE TN 37222 720973419 501(C)(3) 34000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 530204616 501(C)(3) 6250 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED PRIEST LAKE PRESBYTERIAN CHURCH 2787 SMITH SPRINGS RD NASHVILLE TN 37214 621546230 501(C)(3) 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED REFUGE FOUNDATION PO BOX 1857 BILLINGS MT 59103 263581501 501(C)(3) 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ROCKHURST HIGH SCHOOL 9301 STATE LINE RD KANSAS CITY MO 64114 440662501 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501(C)(3) 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SAVAGE MINISTRIES 103 MOUNT HAVEN DR KERRVILLE TX 78028 200058463 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 117500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SHRINERS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 362193608 501(C)(3) 12113 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN RD EVANSTON IL 60201 362170145 501(C)(3) 5256 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 94796 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED TENNESSEE ALLIANCE FOR KIDS PO BOX 40221 NASHVILLE TN 37204 813081709 501(C)(3) 10650 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED THE COMMUNITY FOUNDATION OF MID TENN 3833 CLEGHORN AVE STE 400 NASHVILLE TN 37215 621471789 501(C)(3) 40000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED XAVIER HIGH SCHOOL 30 WEST 16TH ST NEW YORK NY 10011 135562201 501(C)(3) 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ZION BAPTIST CHURCH 525 ZION BAPTIST CHURCH RD BAXLEY GA 31513 581763461 501(C)(3) 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED 40 0 PART I, LINE 2: THE ORGANIZATION MONITORS ANY DONATIONS GIVEN TO ORGANIZATIONS BY CONFIRMING THEIR TAX-EXEMPT STATUS AND ASCERTAINING THAT THESE ORGANIZATIONS FALL WITHIN THE OVERALL MISSION AND PURPOSE OF THE ORGANIZATION. X 0 0 0 0 0 0 0 1 0 JAMES WOLTER PRESIDENT 110283 0 90000 0 0 0 40498 0 1200 0 241981 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 110926 0 48507 0 0 0 32508 0 2535 0 194476 0 0 0 JOHN FRAZIER CASE DESIGN SPECIALIST 55218 0 85724 0 0 0 28499 0 1200 0 170641 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES TO EVERYONE THIS YEAR. X ANNUITIES/STOCKS/REAL ESTATE 8 661633 FAIR MARKET VALUE LE 0 1 0 SCHEDULE M, PART I, COLUMN (B): PART 1 COLUMN (B) - THE NUMBER OF CONTRIBUIONS IS REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION A, LINE 2 JAMES WOLTER HAS A FAMILY RELATIONSHIP WITH GREG WOLTER AND JEFF SWARTZENBDRUBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTANTS. IT IS THEN REVIEWED BY MANAGEMENT AND THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES THE BOARD OF DIRECTORS TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL OFFICERS, MANAGEMENT AND EMPLOYEES ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) -1,404,488. LEGACYTREE PLANNING LLC 3517 KEDRON ROAD SPRING HILL TN 37174 273295717 AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO TN 394243 376384 LEGACYTREE FOUNDATION