NATIONAL LEGACY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NATIONAL LEGACY FOUNDATION (EIN 58-2394537)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-09-15
IRS object ID
202502589349101110
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-15T19:25:10-04:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581631179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FULLER FROST & ASSOCIATES CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13638 WALTON WAY EXT STE 300AddressLine1Txt
CityAUGUSTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP309091833ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582394537EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL LEGACY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone7067362737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line185 CONIFER CIRCLEAddressLine1Txt
CityAUGUSTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30909ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDDIE CHEEKSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7067362737PhoneNum
Signature2024-09-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW CHRISTIAN ETTERLEE IIPreparerPersonNm
PTINP00929414PTIN
Phone7067242063PhoneNum
Preparation2025-09-06PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$164,697FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$3TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Total Adj Net Incm$3TotalAdjNetIncmAmt
Taxes Rev And Expnss$2,690TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$458DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$4,162OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,310TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,310TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,307ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt
Adjusted Net Income$3AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$530CashBOYAmt
Cash EOY$2,285CashEOYAmt
Cash EOYFMV$2,285CashEOYFMVAmt
Sav And Temp Cash Invst BOY$171,016SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$122,412SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,412SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$40,000AcctRcvblAmt
Acct Rcvbl EOY$40,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$40,000AcctRcvblEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$16,923LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,882LandBldgEquipAccumDeprecAmt
Land BOY$6,499LandBOYAmt
Land EOY$6,041LandEOYAmt
Total Assets BOY$178,045TotalAssetsBOYAmt
Total Assets EOY$170,738TotalAssetsEOYAmt
Total Assets EOYFMV$164,697TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$178,045NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$170,738NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$178,045TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$170,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$178,045TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$170,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$178,045TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,307ExcessRevenueOverExpensesAmt
Subtotal$170,738SubtotalAmt
Tot Net Ast Or Fund Balances EOY$170,738TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMONIQUE CHEEKSIndividualWithBooksNm
Phone7067362737PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line185 CONIFER CIRCLEAddressLine1Txt
CityAUGUSTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30909ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12021UndistributedIncomePY1Yr
Undistributed Income PY22020UndistributedIncomePY2Yr
Undistributed Income PY32019UndistributedIncomePY3Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDDIE CHEEKS
85 CONIFER CIRCLEAUGUSTAGA30909DIRECTOR000.00$0$0$0
MONIQUE CHEEKS
85 CONIFER CIRCLEAUGUSTAGA30909DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,208TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$32,208AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,725NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,586MinimumInvestmentReturnAmt
Distributable Before Adj$1,586DistributableBeforeAdjAmt
Distributable Before Ded$1,586DistributableBeforeDedAmt
Distributable As Adjusted$1,586DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,586DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$44,454TotalForPriorYearsAmt
Prior Year Undistributed Incm$44,454PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$44,454PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$1,586UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
LEASEHOLD IMPROVEMENTS2000-08-01$14,598$8,687S/L39.0000$374
ELECTRICAL WIRING2003-04-02$2,325$1,737S/L27.5000$84

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$16,923CostOrOtherBasisAmt
Accumulated Depreciation$10,882AccumulatedDepreciationAmt
Book Value$6,041BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$7
DUES$155
LEGAL AND ACCOUNTING$4,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
EXCISE TAX$2,690
TAXES & LICENSES

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