LEGACYTREE FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEGACYTREE FOUNDATION (EIN 73-1556664)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349301144
- Schema version
- 2019v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T11:05:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731556664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACYTREE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 6154688048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE NO 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WOLTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6154688048 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES E LEAHY | PreparerPersonNm |
| PTIN | P00713593 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.198.206.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 08:37:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B68C22C976E44D36ACAA41583C666EA48034497C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 572DC34321C8E55952FE6A1E0B7461300318CAEB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES WOLTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE NO 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,133,438 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYTREEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $183,922 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,206,879 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,146,904 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,635,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,760,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $277,939 | PYOtherRevenueAmt |
| CY Other Revenue | $188,136 | CYOtherRevenueAmt |
| PY Total Revenue | $5,120,324 | PYTotalRevenueAmt |
| CY Total Revenue | $5,095,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $897,371 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $687,821 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $788,401 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $616,910 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $372,548 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,872,627 | PYOtherExpensesAmt |
| CY Other Expenses | $1,863,733 | CYOtherExpensesAmt |
| PY Total Expenses | $3,558,399 | PYTotalExpensesAmt |
| CY Total Expenses | $3,168,464 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,561,925 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,927,112 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,196,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,935,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,454,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,028,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,741,570 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,906,270 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,035,511 | ExpenseAmt |
| Grant | $687,821 | GrantAmt |
| Desc | IN 2019 LEGACYTREE FOUNDATION (LTF) PRESENTED 31 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. | Desc |
| Total Program Service Expenses | $2,035,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WOLTER | PersonNm |
| Phone | 6154688048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE SUITE 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JAMES WOLTER | |||||||
| PRESIDENT | 40.00 | 14.00 | Yes (X) | Yes (X) | $152,000 | $0 | $1,200 |
| EUGENE LINKOUS JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY WOLTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SWARTZENDRUER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BUNKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANETTE BEEBE | |||||||
| SECRETARY/TREASURER | 40.00 | 13.00 | Yes (X) | $132,000 | $0 | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $284,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEPHEN A STACK CLU | |||||
| 8 PINESTRAW WAY | DURHAM | NC | 27713 | DEVELOPMENT | $106,016 |
| DAVID BRETT KING | |||||
| 550 N REO ST STE 300 | TAMPA | FL | 33609 | DEVELOPMENT | $101,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,146,904 | AllOtherContributionsAmt |
| Noncash Contributions | $688,049 | NoncashContributionsAmt |
| Total Contributions | $3,146,904 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,757,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,757,808 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,590 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,862 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,728 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,728 | TotalRevenueColumnAmt |
| Exclusion | $2,728 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INSURANCE COMMISSIONS | 524298 | $183,922 | $183,922 | |
| MISCELLANEOUS | 900099 | $4,214 | $4,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $188,136 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,095,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,762,022 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $183,922 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,728 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,821 | TotalAmt |
| Program Services | $687,821 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,400 | TotalAmt |
| Program Services | $100,240 | ProgramServicesAmt |
| Management And General | $85,920 | ManagementAndGeneralAmt |
| Fundraising | $100,240 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,453 | TotalAmt |
| Program Services | $96,933 | ProgramServicesAmt |
| Management And General | $88,587 | ManagementAndGeneralAmt |
| Fundraising | $96,933 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,349 | TotalAmt |
| Program Services | $2,222 | ProgramServicesAmt |
| Management And General | $1,905 | ManagementAndGeneralAmt |
| Fundraising | $2,222 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,708 | TotalAmt |
| Program Services | $14,598 | ProgramServicesAmt |
| Management And General | $12,512 | ManagementAndGeneralAmt |
| Fundraising | $14,598 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,096 | TotalAmt |
| Management And General | $5,096 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,790 | TotalAmt |
| Management And General | $48,790 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $875 | ProgramServicesAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,891 | TotalAmt |
| Program Services | $761 | ProgramServicesAmt |
| Management And General | $85,258 | ManagementAndGeneralAmt |
| Fundraising | $26,872 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,434 | TotalAmt |
| Program Services | $3,823 | ProgramServicesAmt |
| Management And General | $38,070 | ManagementAndGeneralAmt |
| Fundraising | $10,541 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,859 | TotalAmt |
| Management And General | $36,859 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,554 | TotalAmt |
| Management And General | $2,777 | ManagementAndGeneralAmt |
| Fundraising | $2,777 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411 | TotalAmt |
| Management And General | $1,411 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REINSURANCE COST | $1,128,238 | $1,128,238 | ||
| REFERRAL FEES | $469,960 | $352,470 | $117,490 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,168,464 | TotalAmt |
| Program Services | $2,035,511 | ProgramServicesAmt |
| Management And General | $760,405 | ManagementAndGeneralAmt |
| Fundraising | $372,548 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,047 | BOYAmt |
| EOY | $794,288 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,918 | BOYAmt |
| EOY | $111,126 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,253 | BOYAmt |
| EOY | $24,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,234 | BOYAmt |
| EOY | $11,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,352 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,607 | BOYAmt |
| EOY | $5,236 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,874 | BOYAmt |
| EOY | $1,123,727 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,129,782 | BOYAmt |
| EOY | $58,864,016 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695 | BOYAmt |
| EOY | $1,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,196,410 | BOYAmt |
| EOY | $60,935,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,592 | BOYAmt |
| EOY | $51,243 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,430,248 | BOYAmt |
| EOY | $52,977,644 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,454,840 | BOYAmt |
| EOY | $53,028,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,741,570 | BOYAmt |
| EOY | $7,906,270 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,741,570 | BOYAmt |
| EOY | $7,906,270 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,196,410 | BOYAmt |
| EOY | $60,935,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,927,112 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,408 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$791,820 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,734,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,344,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,194,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,206,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,146,904 | CurrentTaxYearAmt |
| Total | $15,627,970 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,734,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,344,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,194,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,206,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,146,904 | CurrentTaxYearAmt |
| Total | $15,627,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,126,684 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,501,286 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,114,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,335,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,503,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,641,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,757,808 | CurrentTaxYearAmt |
| Total | $7,352,298 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $443 | CurrentTaxYearAmt |
| Total | $443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,980,711 | TotalSupportAmt |
| Public Support CY170 | 0.63100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $115,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $517,809 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,930 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,861 | DepreciationAmt |
| Book Value | $1,069 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,491 | DepreciationAmt |
| Book Value | $4,167 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,236 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES HELD | Desc |
| Book Value | $58,864,016 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $58,864,016 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) | Desc |
| Amt | $52,977,644 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,977,644 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,204,926 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,408 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$791,820 | OtherRevenueAmt |
| Revenue Not Reported | -$762,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,967,338 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,128,238 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,128,238 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,095,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,040,226 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,040,226 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,128,238 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,128,238 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,168,464 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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) -791,820. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,128,238. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,128,238. |
| PART I | THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY ONE FUND WAS OPENED IN 2019. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 4 ELEMENTS EARTH EDUCATION | |||||||
| 547 URENT ST | NEVADA CITY | CA | 95959 | 272830780 | 501(C)(3) | $7,500 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| ALLIANCE INTERNATIONAL OUTREACH INC | |||||||
| 7736 NW ST | MARGATE | FL | 33063 | 650687859 | 501(C)(3) | $5,500 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $6,750 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $13,500 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| ANSWERS IN GENESIS | |||||||
| 2800 BULLITTSBURG CHURCH RD | PETERSBURG | KY | 41080 | 330596423 | 501(C)(3) | $5,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| BENTON HALL ACADEMY | |||||||
| 5555 FRANKLIN PIKE | NASHVILLE | TN | 37220 | 621012762 | 501(C)(3) | $5,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| CANCER RESEARCH INSTITUTE | |||||||
| 29 BROADWAY 4TH FL | NEW YORK | NY | 10006 | 131837442 | 501(C)(3) | $6,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 2137 SETTLE BRIDGE RD | STONEVILLE | NC | 27048 | 561148339 | 501(C)(3) | $5,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| CHRIST THE KING LUTHERAN CHURCH | |||||||
| 222 PFAU ST | MANKATO | MN | 56001 | 410885992 | 501(C)(3) | $5,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| CHURCH OF THE PALMS UNITED METHODIST | |||||||
| 1425 OKATIE HWY | OKATIE | SC | 29909 | 571065999 | 501(C)(3) | $10,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| DANITA'S CHILDREN | |||||||
| PO BOX 864311 | ORLANDO | FL | 32886 | 593735653 | 501(C)(3) | $26,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| EAST TENNESSEE FOUNDATION | |||||||
| 520 W SUMMIT HILL DR STE 1101 | KNOXVILLE | TN | 37902 | 620807696 | 501(C)(3) | $5,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| FEED AMERICA FIRST | |||||||
| 1105 BLUE SPRINGS ROAD | FRANKLIN | TN | 37069 | 621821057 | 501(C)(3) | $148,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| FIRST BAPTIST CHURCH ROCKY MOUNTAIN | |||||||
| 200 S CHURCH ST | ROCKY MOUNTAIN | NC | 27804 | 560532306 | 501(C)(3) | $10,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| FLOYD COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 292 | FLOYD | VA | 240910292 | 300275088 | 501(C)(3) | $20,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | 753240683 | 501(C)(3) | $12,500 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| FREEDOM'S PROMISE | |||||||
| PO BOX 58996 | NASHVILLE | TN | 37205 | 260566457 | 501(C)(3) | $30,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| GALLATIN SHALOM ZONE INC | |||||||
| 600 SMALL ST STE 107 | GALLATIN | TN | 37066 | 621800512 | 501(C)(3) | $10,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| HABITAT FOR HUMANITY OF METRO DENVER | |||||||
| 3245 ELIOT ST | DENVER | CO | 80211 | 742050021 | 501(C)(3) | $7,000 | 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) | $25,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| KEY STEWART UNITED METHODIST CHURCH | |||||||
| 166 DOROTHY JORDAN AVE | GALLATIN | TN | 37066 | 621187605 | 501(C)(3) | $5,000 | 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) | $10,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| MEN OF ACTS | |||||||
| 5002 FREMANTLE CT | SPRING HILL | TN | 37174 | 270794501 | 501(C)(3) | $5,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| MERCY MULTIPLIED | |||||||
| PO BOX 111060 | NASHVILLE | TN | 37222 | 720973419 | 501(C)(3) | $52,500 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| MYESTATEPLANUSA-ORG | |||||||
| 67 S HIGLEY RD STE 103-216 | GILBERT | AZ | 85296 | 811616624 | 501(C)(3) | $10,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $5,000 | 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) | $97,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| SIGMA ALPHA EPSILON FOUNDATION | |||||||
| 1856 SHERIDAN RD | EVANSTON | IL | 60201 | 362170145 | 501(C)(3) | $7,312 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| SOJOURNER TRUTH HOUSE INC | |||||||
| 410 W 13TH AVE | GARY | IN | 46407 | 270296707 | 501(C)(3) | $8,900 | 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) | $22,150 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| STEPHEN SILLER FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 020554654 | 501(C)(3) | $12,500 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| THE SALVATION ARMY N CENTRAL BREVARD | |||||||
| PO BOX 940 | COCOA | FL | 32923 | 580660607 | 501(C)(3) | $7,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| UNIVERSITY OF NOTRE DAME | |||||||
| 724 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | $15,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| WHITE OAK BAPTIST CHURCH | |||||||
| 310 MEMORIAL DR | CHATTANOOGA | TN | 37415 | 626019080 | 501(C)(3) | $12,000 | TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WOLTER | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $100,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $52,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,200 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $153,200 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDED BONUSES TO THE PRESIDENT AND THE SECRETARY/TREASURER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ANNUITIES/STOCKS/REAL ESTATE | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $688,049 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE LE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART 1 COLUMN (B)-THE NUMBER OF CONTRIBUTIONS IS REPORTED IN THIS COLUMN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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) -791,820. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACYTREE PLANNING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE STE 200 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273295717 | EIN |
| Primary Activities | AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Total Income | $183,922 | TotalIncomeAmt |
| End Of Year Assets | $107,608 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACYTREE FOUNDATION | BusinessNameLine1Txt |
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