BETA

LEGACYTREE FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LEGACYTREE FOUNDATION (EIN 73-1556664)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349306147
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T15:44:07-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731556664EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACYTREE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEGABusinessNameControlTxt
Phone6154688048PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTGATE CIRCLE NO 200AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES WOLTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6154688048PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCES E LEAHYPreparerPersonNm
PTINP00713593PTIN
Phone6152427351PhoneNum
Preparation2019-05-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.198.206.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm13:56:07IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id179582B8A9C7F7EDC6804735B23F911D274FD987AtSubmissionCreationDeviceId
At Submission Filing Device IdEE7BB5FE320B8FB13B25121C5E937124580CA208AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES WOLTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTGATE CIRCLE NO 200AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,908,214GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEGACYTREEFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$276,949TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,194,872PYContributionsGrantsAmt
CY Contributions Grants$3,206,879CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,499,004PYInvestmentIncomeAmt
CY Investment Income$1,635,506CYInvestmentIncomeAmt
PY Other Revenue$187,572PYOtherRevenueAmt
CY Other Revenue$277,939CYOtherRevenueAmt
PY Total Revenue$5,881,448PYTotalRevenueAmt
CY Total Revenue$5,120,324CYTotalRevenueAmt
PY Grants And Similar Paid$678,550PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$897,371CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$560,793PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$788,401CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$448,055CYTotalFundraisingExpenseAmt
PY Other Expenses$2,372,507PYOtherExpensesAmt
CY Other Expenses$1,872,627CYOtherExpensesAmt
PY Total Expenses$3,611,850PYTotalExpensesAmt
CY Total Expenses$3,558,399CYTotalExpensesAmt
PY Revenues Less Expenses$2,269,598PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,561,925CYRevenuesLessExpensesAmt
Total Assets BOY$55,892,532TotalAssetsBOYAmt
Total Assets EOY$59,196,410TotalAssetsEOYAmt
Total Liabilities BOY$49,056,327TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,454,840TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,836,205NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,741,570NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,236,304ExpenseAmt
Grant$897,371GrantAmt
DescIN 2018 LEGACYTREE FOUNDATION (LTF) PRESENTED 87 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$2,236,304TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed3Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES WOLTERPersonNm
Phone6154688048PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTGATE CIRCLE SUITE 200AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES WOLTER
PRESIDENT40.0014.00Yes (X)Yes (X)$152,000$0$37,200
EUGENE LINKOUS JR
BOARD MEMBER1.00Yes (X)$0$0$0
GREGORY WOLTER
BOARD MEMBER1.00Yes (X)$0$0$0
JEFFREY SWARTZENDRUER
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID BUNKER
BOARD MEMBER1.00Yes (X)$0$0$0
NANETTE BEEBE
SECRETARY/TREASURER40.0013.00Yes (X)$130,665$0$32,556
FieldValueIRS element (for citing)
Total Reportable Comp From Org$282,665TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$69,756TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAIG S ENOKIANBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2912AddressLine1Txt
CityCAREFREECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85377ZIPCd
FieldValueIRS element (for citing)
ServicesDEVELOPMENTServicesDesc
Compensation$130,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,206,879AllOtherContributionsAmt
Noncash Contributions$511,589NoncashContributionsAmt
Total Contributions$3,206,879TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,641,445TotalRevenueColumnAmt
Related Or Exempt Func Income$1,641,445RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,781,951SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,787,890SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$5,939SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,939TotalRevenueColumnAmt
Exclusion-$5,939ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INSURANCE COMMISSIONS524298$276,949$276,949
MISCELLANEOUS900099$990$990
FieldValueIRS element (for citing)
Other Revenue Total$277,939OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,120,324TotalRevenueColumnAmt
Related Or Exempt Func Income$1,642,435RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$276,949UnrelatedBusinessRevenueAmt
Exclusion-$5,939ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$897,371TotalAmt
Program Services$897,371ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$352,423TotalAmt
Program Services$123,347ProgramServicesAmt
Management And General$105,729ManagementAndGeneralAmt
Fundraising$123,347FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$326,472TotalAmt
Program Services$109,071ProgramServicesAmt
Management And General$108,330ManagementAndGeneralAmt
Fundraising$109,071FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$59,406TotalAmt
Program Services$20,792ProgramServicesAmt
Management And General$17,822ManagementAndGeneralAmt
Fundraising$20,792FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,226TotalAmt
Program Services$2,179ProgramServicesAmt
Management And General$1,868ManagementAndGeneralAmt
Fundraising$2,179FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,874TotalAmt
Program Services$15,356ProgramServicesAmt
Management And General$13,162ManagementAndGeneralAmt
Fundraising$15,356FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,959TotalAmt
Management And General$4,959ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47,501TotalAmt
Management And General$47,501ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$145,736TotalAmt
Program Services$932ProgramServicesAmt
Management And General$109,321ManagementAndGeneralAmt
Fundraising$35,483FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$49,440TotalAmt
Program Services$3,195ProgramServicesAmt
Management And General$36,560ManagementAndGeneralAmt
Fundraising$9,685FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,675TotalAmt
Management And General$36,675ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,069TotalAmt
Management And General$2,535ManagementAndGeneralAmt
Fundraising$2,534FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$753TotalAmt
Management And General$753ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REINSURANCE COST$1,064,061$1,064,061
REFERRAL FEES$518,433$388,825$129,608

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,558,399TotalAmt
Program Services$2,236,304ProgramServicesAmt
Management And General$874,040ManagementAndGeneralAmt
Fundraising$448,055FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,076,573BOYAmt
EOY$1,141,047EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$407,482BOYAmt
EOY$224,918EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,163BOYAmt
EOY$15,253EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,611BOYAmt
EOY$10,234EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$20,548LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,941LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,359BOYAmt
EOY$5,607EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$730,083BOYAmt
EOY$667,874EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$52,633,566BOYAmt
EOY$57,129,782EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,695BOYAmt
EOY$1,695EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,892,532BOYAmt
EOY$59,196,410EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$233,842BOYAmt
EOY$24,592EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$48,822,485BOYAmt
EOY$52,430,248EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,056,327BOYAmt
EOY$52,454,840EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,836,205BOYAmt
EOY$6,741,570EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,836,205BOYAmt
EOY$6,741,570EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,892,532BOYAmt
EOY$59,196,410EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,561,925ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$34,376NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,622,184OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,210,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,734,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,344,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,194,872CurrentTaxYearMinus1YearAmt
Current Tax Year$3,206,879CurrentTaxYearAmt
Total$13,691,785TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,210,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,734,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,344,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,194,872CurrentTaxYearMinus1YearAmt
Current Tax Year$3,206,879CurrentTaxYearAmt
Total$13,691,785TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$824,993SubstantialContributorsTotAmt
Public Support Total170$12,866,792PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$998,145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,114,407CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,335,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,503,544CurrentTaxYearMinus1YearAmt
Current Tax Year$1,641,445CurrentTaxYearAmt
Total$6,592,635TotalAmt
FieldValueIRS element (for citing)
Total Support$20,284,420TotalSupportAmt
Gross Receipts Rltd Activities$276,949GrossReceiptsRltdActivitiesAmt
Public Support CY1700.63430PublicSupportCY170Pct
Public Support PY1700.65660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$169,914DonorAdvisedFundsContriAmt
Donor Advised Funds Vl EOY$437,087DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,890OtherCostOrOtherBasisAmt
Depreciation$7,283DepreciationAmt
Book Value$607BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,658OtherCostOrOtherBasisAmt
Depreciation$7,658DepreciationAmt
Book Value$5,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,607TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescANNUITIES HELDDesc
Book Value$57,129,782BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$57,129,782TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES)Desc
Amt$52,430,248Amt
FieldValueIRS element (for citing)
Total Liability$52,430,248TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,399,703TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$34,376NetUnrealizedGainsInvstAmt
Other Revenue-$1,622,184OtherRevenueAmt
Revenue Not Reported-$1,656,560RevenueNotReportedAmt
Revenue Subtotal$4,056,263RevenueSubtotalAmt
Other Revenues Not Included$1,064,061OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,064,061RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,120,324TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,494,338TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,494,338ExpensesSubtotalAmt
Other Expenses Not Included$1,064,061OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,064,061ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,558,399TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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) -1,622,184.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,064,061.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,064,061.
PART ITHE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY ONE FUND WAS OPENED IN 2018.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (87 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES
25688 NETWORK PLCHICAGOIL60673530196605501(C)(3)$2,000RELIGIOUS/HUMANITARIAN
ANGEL IN THE SKY INC
2081 NE 24TH STPOMPANO BEACHFL33064812727427501(C)(3)$2,500RELIGIOUS/HUMANITARIAN
ANSWERS IN GENESIS
2800 BULLITTSBURG CHURCH RDPETERSBURGKY41080330596423501(C)(3)$10,000RELIGIOUS/HUMANITARIAN
ARTHRITIS FOUNDATION INC
1355 PEACHTREE ST NE STE 600ATLANTAGA30309581341679501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
BAHIA VISTA MENNONITE CHURCH
4041 BAHIA VISTA STSARASOTAFL34232591382297501(C)(3)$500RELIGIOUS/HUMANITARIAN
BENTON HALL CORPORATION
5555 FRANKLIN PKNASHVILLETN37220621012762501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
BETHEL COLONY OF MERCY INC
1675 BETHEL COLONY RDLENOIRNC28645566050210501(C)(3)$3,000RELIGIOUS/HUMANITARIAN
BLACK UNITED FUND OF MICHIGAN
7650 2ND AVEDETROITMI48202381964012501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CENTER DRCLARKSBURGMD20871237337229501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
CHANGE OF PACE INC
4514 HAMMOCK RDSEBRINGFL33872352390416501(C)(3)$2,300RELIGIOUS/HUMANITARIAN
CHURCH OF GOD MINISTRIES INC
PO BOX 2420ANDERSONIN46018352049256501(C)(3)$10,000RELIGIOUS/HUMANITARIAN
CHURCH OF THE PALMS UNITED METHODIST
1425 OKATIE HWYOKATIESC29909571065999501(C)(3)$7,800RELIGIOUS/HUMANITARIAN
CORNERSTONE ASSOCIATION OF MINISTRIES AND EDUCATORS INC
103 MOUNT HAVEN DRKERRVILLETX78028200058463501(C)(3)$20,000RELIGIOUS/HUMANITARIAN
CUREFEST INC
19507 SUNCOVE LNHUMBLETX77346455272760501(C)(3)$20,000RELIGIOUS/HUMANITARIAN
DISABLED VETERANS NATIONAL FOUNDATION
1020 19TH ST NWWASHINGTONDC20036261446183501(C)(3)$350RELIGIOUS/HUMANITARIAN
DONELSON CHRISTIAN ACADEMY INC
300 DANYACREST DRNASHVILLETN37214620854263501(C)(3)$15,000RELIGIOUS/HUMANITARIAN
EKAL VIDYALAYA FOUNDATION OF USA INC
1712 HIGHWAY 6 S STE AHOUSTONTX77077770554248501(C)(3)$1,460RELIGIOUS/HUMANITARIAN
END SLAVERY TENNESSEE
PO BOX 160069NASHVILLETN37216454955577501(C)(3)$2,500RELIGIOUS/HUMANITARIAN
EPWORTH CHILDREN'S HOME
2900 MILLWOOD AVECOLUMBIASC29205570314389501(C)(3)$9,800RELIGIOUS/HUMANITARIAN
FAITHSEARCH INTERNATIONAL
12701 WHITEWATER DR STE 150HOPKINSMN55343411341478501(C)(3)$2,280RELIGIOUS/HUMANITARIAN
FEED AMERICA FIRST OF TN INC
1105 BLUE SPRINGS RDFRANKLINTN37069621821057501(C)(3)$90,000RELIGIOUS/HUMANITARIAN
FELLOWSHIP BAPTIST CHURCH
7002 SUMMER AVEMEMPHISTN38133270087400501(C)(3)$3,000RELIGIOUS/HUMANITARIAN
FELLOWSHIP BIBLE CHURCH
6407 FORT KING RDZEPHYRHILLSFL33542999999998501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
FIRST BAPTIST CHURCH ALVARODA TEXAS INC
PO BOX 362ALVARADOTX76009751412921501(C)(3)$4,800RELIGIOUS/HUMANITARIAN
FIRST BAPTIST CHURCH OF OAK PARK
24201 COOLIDGE HWYOAK PARKMI48237381565344501(C)(3)$3,500RELIGIOUS/HUMANITARIAN
FREEDOM'S PROMISE
PO BOX 58996NASHVILLETN37205260566457501(C)(3)$35,000RELIGIOUS/HUMANITARIAN
FULL GOSPEL FELLOWSHIP OF CHURCHES & MINISTRIES INTL INC
1000 N BELT LINE RD STE 201IRVINGTX75061736109354501(C)(3)$2,000RELIGIOUS/HUMANITARIAN
GOSPEL CRUSADE INC
1200 GLORY WAY BLVDBRADENTONFL34212590815021501(C)(3)$10,000RELIGIOUS/HUMANITARIAN
GREATER ZION MISSIONARY BAPTIST CHURCH OF HOUSTON
3202 TRULLEY AVEHOUSTONTX77004760119873501(C)(3)$2,000RELIGIOUS/HUMANITARIAN
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242381374230501(C)(3)$4,113RELIGIOUS/HUMANITARIAN
HOPE FOR HAITI CHILDREN'S CENTER INC
PO BOX 23270NASHVILLETN37202593735653501(C)(3)$32,870RELIGIOUS/HUMANITARIAN
HOPE INTERNATIONAL
227 GRANITE RUN DR STE 250LANCASTERPA17601232836648501(C)(3)$35,000RELIGIOUS/HUMANITARIAN
HOPE INTERNATIONAL MINISTRIES INC
11415 HOPE INTERNATIONAL DRTAMPAFL33625620879012501(C)(3)$500RELIGIOUS/HUMANITARIAN
HOPE WOMENS CENTER
PO BOX 3447APACHE JUNCTIONAZ85117860668354501(C)(3)$9,000RELIGIOUS/HUMANITARIAN
HUMANE SOCIETY OF HIGHLANDS COUNTY
PO BOX 833SEBRINGFL33871591104159501(C)(3)$5,100RELIGIOUS/HUMANITARIAN
LABOR OF LOVE USA
3215 NORTH FIFTH ST RT 191EAST STROUDSBURGPA18301222940287501(C)(3)$7,000RELIGIOUS/HUMANITARIAN
LIFE OUTREACH INTERNATIONAL ASSOCIATION OF CHURCHES INC
PO BOX 982000NORTH RICHLAND HILLSTX76182752684727501(C)(3)$800RELIGIOUS/HUMANITARIAN
LR & BJ REDDEN FOUNDATION
PO BOX 20484RALEIGHNC27619800878712501(C)(3)$14,000RELIGIOUS/HUMANITARIAN
MARANATHA BAPTIST CHURCH OF SEBRING
35 MARANATHA BLVDSEBRINGFL33870592721217501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
MEHARRY MEDICAL COLLEGE
1005 DR DB TODD JR BLVDNASHVILLETN37208620488046501(C)(3)$6,000RELIGIOUS/HUMANITARIAN
MEN OF ACTS NATIONAL INC
5002 FREEMANTLE CTSPRING HILLTN37174270794501501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
MERCY MULTIPLIED AMERICA INC
PO BOX 111060NASHVILLETN37222720973419501(C)(3)$64,000RELIGIOUS/HUMANITARIAN
METROPOLITAN COMMUNITY TABERNACLE
11435 MORGAN DRDETROITMI48224386094503501(C)(3)$1,100RELIGIOUS/HUMANITARIAN
MOUNT WASHINGTON VALLEY HABITAT FOR HUMANITY
2 COMMON CTNORTH CONWAYNH03860020463831501(C)(3)$4,000RELIGIOUS/HUMANITARIAN
MUSEUM OF AFRICAN AMERICAN HISTORY
315 E WARREN AVEDETROITMI48201381882096501(C)(3)$1,200RELIGIOUS/HUMANITARIAN
NATHAN MARTIN DBA DUNAMIS OUTREACH MINISTRIES
13220 GREENFIELDDETROITMI48227383156877501(C)(3)$4,000RELIGIOUS/HUMANITARIAN
NATIONAL SPORTS CENTER FOR THE DISABLED INC
1801 MILE HIGH STADIUM CIR STE 1500DENVERCO80204840738419501(C)(3)$30,000RELIGIOUS/HUMANITARIAN1500
NEW HARVEST COMMUNITY CHURCH
PO BOX 614MILLERSTOWNPA17062251867580501(C)(3)$500RELIGIOUS/HUMANITARIAN
NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION INC
PO BOX 52466DURHAMNC27717237410301501(C)(3)$7,500RELIGIOUS/HUMANITARIAN
NORTH FORK BAPTIST CHURCH
1641 UNIONVILLE DEASON RDSHELBYVILLETN37160581573065501(C)(3)$15,000RELIGIOUS/HUMANITARIAN
OPEN TABLE OF NASHVILLE
210 MORTON AVENASHVILLETN37211273514899501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
PHOENIX GOSPEL MISSION INC
1468 N 26TH AVEPHOENIXAZ85009866057771501(C)(3)$40,000RELIGIOUS/HUMANITARIAN
PRISMS INC
21800 TOWN CENTER PLAZA STESTERLINGVA20164541652029501(C)(3)$1,800RELIGIOUS/HUMANITARIAN266A-633
PROJECT PURPLE INC
PO BOX 884SEYMOURCT06483273492063501(C)(3)$10,000RELIGIOUS/HUMANITARIAN
RENAISSANCE CHARITABLE FOUNDATION INC
8910 PURDUE RD STE 555INDIANAPOLISIN46268352129262501(C)(3)$10,000RELIGIOUS/HUMANITARIAN
SAI SAMSTHAN USA
1101 FORAN LNAURORAIL60506311521595501(C)(3)$501RELIGIOUS/HUMANITARIAN
SAMARITAN'S PURSE
801 BAMBOO RDBOONENC28607581437002501(C)(3)$5,500RELIGIOUS/HUMANITARIAN
SEND MUSICIANS TO PRISON
2905A ARMORY DRNASHVILLETN37204452371305501(C)(3)$85,000RELIGIOUS/HUMANITARIAN
SHERIDAN HOUSE FAMILY MINISTRIES INC
1700 S FLAMINGO RDFORT LAUDERDALEFL33325260557974501(C)(3)$8,000RELIGIOUS/HUMANITARIAN
SHRI KRISHNA PRNANAMI MISSION INC
13069 HOOVERS GAP FRONTAGE RDCHRISTIANATN37037621791429501(C)(3)$501RELIGIOUS/HUMANITARIAN
SHRINERS HOSPITALS FOR CHILDREN
12502 USF PINE DRTAMPAFL33612362193608501(C)(3)$500RELIGIOUS/HUMANITARIAN
SIGMA ALPHA EPSILON FOUNDATION
1856 SHERIDAN RDEVANSTONIL60201362170145501(C)(3)$7,312RELIGIOUS/HUMANITARIAN
SMILE TRAIN INC
41 MADISON AVE 28TH FLNEW YORKNY10010133661416501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
501 ST JUDE PLMEMPHISTN38105620646012501(C)(3)$21,001RELIGIOUS/HUMANITARIAN
ST MATTHEWS BAPTIST CHURCH
3515 GRANDVIEW AVELOUISVILLEKY40207610531614501(C)(3)$51,480RELIGIOUS/HUMANITARIAN
STAR OF HOPE MISSION
4848 LOOP CENTRAL DR STE 500HOUSTONTX77081741152599501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
SUNDI'S GIFT INC
2044 COLGATE CIRFOREST HILLMD21050452682078501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
TJ MARTELL FOUNDATION
1114 17TH AVE S STE 101NASHVILLETN37212510180178501(C)(3)$2,500RELIGIOUS/HUMANITARIAN
TABERNACLE MISSIONARY BAPTIST CHURCH
2080 W GRAND BLVDDETROITMI48208381606620501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
TENNESSEE ALLIANCE FOR KIDS
PO BOX 40221NASHVILLETN37204813081709501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
THE FOREST A ROCHON JR FOUNDATION INC
PO BOX 760547SOUTHFIELDMI48076822434835501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
THE FOUNDATION FOR PERIPHERIAL NEUROPATHY
485 E HALF DAY RD STE 350BUFFALO GROVEIL60089261195248501(C)(3)$4,500RELIGIOUS/HUMANITARIAN
THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163134141945501(C)(3)$1,501RELIGIOUS/HUMANITARIAN
THE SALVATION ARMY SOUTHWEST DIVISION
2707 E VAN BURENPHOENIXAZ85008941156347501(C)(3)$40,000RELIGIOUS/HUMANITARIAN
THE SALVATION ARMY TERRITORIAL HEADQUARTERS
1424 NORTHEAST EXPY NEATLANTAGA30329580660607501(C)(3)$4,000RELIGIOUS/HUMANITARIAN
THE WORSHIP CENTER INC
2384 NEW HOLLAND PIKELANCASTERPA17601232043544501(C)(3)$10,000RELIGIOUS/HUMANITARIAN
TIN MOUNTAIN CONSERVATION CENTER INC
1245 BALD HILL RDCONWAYNH03818020353541501(C)(3)$4,000RELIGIOUS/HUMANITARIAN
VENEZUELA UNITED CHARITIES
831 LA HACIENDA DRRICHMONDTX77406802945911501(C)(3)$20,000RELIGIOUS/HUMANITARIAN
VISION FOR THE GOSPEL INC
2028 CALLAWAY PARK PLTHOMPSONS STATIONTN37179824352658501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
WINDOW TO THE WORLD COMMUNICATIONS INC
5400 N ST LOUIS AVESKOKIEIL60076362246703501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
WOUNDED WARRIOR PROJECT INC
4899 BELFORT PKWY STE 300JACKSONVILLEFL32256202370934501(C)(3)$301RELIGIOUS/HUMANITARIAN
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903840385934501(C)(3)$7,500RELIGIOUS/HUMANITARIAN
YOUTH INVESTMENT FOUNDATION
1364 HAMEL RDHAMELMN55340237058853501(C)(3)$1,700RELIGIOUS/HUMANITARIAN
ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC
225 N MICHIGAN AVE FL 17CHICAGOIL60601133039601501(C)(3)$4,000RELIGIOUS/HUMANITARIAN
AMERICAN CANCER SOCIETY INC
250 WILLIAMS ST STE 48ATLANTAGA30303131788491501(C)(3)$1,000RELIGIOUS/HUMANITARIAN
AMERICAN HEART ASSOCIATION INC
10 GLENLAKE PKWY NESOUTH TOWER STEATLANTAGA30328135613797501(C)(3)$301RELIGIOUS/HUMANITARIAN400
AMERICAN LUNG ASSOCIATION
55 W WACKER DR STE 1150CHICAGOIL60601131632524501(C)(3)$5,000RELIGIOUS/HUMANITARIAN
FieldValueIRS element (for citing)
Total501c3 Org87Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES WOLTER
PRESIDENT$152,000$0$0$0$0$0$36,000$0$1,200$0$189,200$0$0$0
NANETTE BEEBE
SECRETARY/TREASURER$130,665$0$0$0$0$0$31,356$0$1,200$0$163,221$0$0$0

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescANNUITIES/STOCKS/REAL ESTATEDesc
Contribution8ContributionCnt
Noncash Contributions Rpt F990$511,589NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUE LEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationPART 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JAMES WOLTER HAS A FAMILY RELATIONSHIP WITH GREG WOLTER AND JEFF SWARTZENBDRUBER.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE FOUNDATION REQUIRES THE BOARD OF DIRECTORS TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR ALL OFFICERS, MANAGEMENT AND EMPLOYEES ARE APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE 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) -1,622,184.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LEGACYTREE PLANNING LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTGAE CIRCLE STE 200AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
EIN273295717EIN
Primary ActivitiesAQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIOPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd
Total Income$276,949TotalIncomeAmt
End Of Year Assets$151,864EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LEGACYTREE FOUNDATIONBusinessNameLine1Txt

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