2019-05-13T15:44:07-05:00 2018-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2018-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE NO 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2019-05-13 1 FRANCES E LEAHY P00713593 6152427351 2019-05-03 65.198.206.98 2019-05-13 13:56:07 CD P 179582B8A9C7F7EDC6804735B23F911D274FD987 EE7BB5FE320B8FB13B25121C5E937124580CA208 2018 2019-02-21 02:37:17Z JAMES WOLTER 1600 WESTGATE CIRCLE NO 200 BRENTWOOD TN 37027 11908214 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 2 10 0 276949 0 4194872 3206879 0 0 1499004 1635506 187572 277939 5881448 5120324 678550 897371 0 0 560793 788401 0 0 448055 2372507 1872627 3611850 3558399 2269598 1561925 55892532 59196410 49056327 52454840 6836205 6741570 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 2236304 897371 IN 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. 2236304 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 25 0 1 10 1 1 1 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN AR CA CT FL GA IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC UT VA WA WV WI CO MO OH OR X JAMES WOLTER 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 40.00 14.00 X X 152000 0 37200 EUGENE LINKOUS JR BOARD MEMBER 1.00 X 0 0 0 GREGORY WOLTER BOARD MEMBER 1.00 X 0 0 0 JEFFREY SWARTZENDRUER BOARD MEMBER 1.00 X 0 0 0 DAVID BUNKER BOARD MEMBER 1.00 X 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 40.00 13.00 X 130665 0 32556 282665 0 69756 2 0 1 0 CRAIG S ENOKIAN PO BOX 2912 CAREFREE AZ 85377 DEVELOPMENT 130000 1 3206879 511589 3206879 1641445 1641445 6781951 6787890 -5939 -5939 -5939 INSURANCE COMMISSIONS 524298 276949 276949 MISCELLANEOUS 900099 990 990 277939 5120324 1642435 276949 -5939 897371 897371 352423 123347 105729 123347 326472 109071 108330 109071 59406 20792 17822 20792 6226 2179 1868 2179 43874 15356 13162 15356 4959 4959 47501 47501 145736 932 109321 35483 49440 3195 36560 9685 36675 36675 5069 2535 2534 753 753 REINSURANCE COST 1064061 1064061 REFERRAL FEES 518433 388825 129608 3558399 2236304 874040 448055 2076573 1141047 407482 224918 33163 15253 8611 10234 20548 14941 1359 5607 730083 667874 52633566 57129782 1695 1695 55892532 59196410 233842 24592 48822485 52430248 49056327 52454840 X 6836205 6741570 6836205 6741570 55892532 59196410 X 1561925 -34376 -1622184 X 0 1 X 0 0 X 1210719 2734887 2344428 4194872 3206879 13691785 1210719 2734887 2344428 4194872 3206879 13691785 824993 12866792 998145 1114407 1335094 1503544 1641445 6592635 20284420 276949 0.63430 0.65660 X 3 169914 437087 1 1 7890 7283 607 12658 7658 5000 5607 ANNUITIES HELD 57129782 F 57129782 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 52430248 52430248 X 2399703 -34376 -1622184 -1656560 4056263 1064061 1064061 5120324 2494338 0 2494338 1064061 1064061 3558399 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 I THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY ONE FUND WAS OPENED IN 2018. 0 AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES 25688 NETWORK PL CHICAGO IL 60673 530196605 501(C)(3) 2000 RELIGIOUS/HUMANITARIAN ANGEL IN THE SKY INC 2081 NE 24TH ST POMPANO BEACH FL 33064 812727427 501(C)(3) 2500 RELIGIOUS/HUMANITARIAN ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN ARTHRITIS FOUNDATION INC 1355 PEACHTREE ST NE STE 600 ATLANTA GA 30309 581341679 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN BAHIA VISTA MENNONITE CHURCH 4041 BAHIA VISTA ST SARASOTA FL 34232 591382297 501(C)(3) 500 RELIGIOUS/HUMANITARIAN BENTON HALL CORPORATION 5555 FRANKLIN PK NASHVILLE TN 37220 621012762 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN BETHEL COLONY OF MERCY INC 1675 BETHEL COLONY RD LENOIR NC 28645 566050210 501(C)(3) 3000 RELIGIOUS/HUMANITARIAN BLACK UNITED FUND OF MICHIGAN 7650 2ND AVE DETROIT MI 48202 381964012 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 237337229 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN CHANGE OF PACE INC 4514 HAMMOCK RD SEBRING FL 33872 352390416 501(C)(3) 2300 RELIGIOUS/HUMANITARIAN CHURCH OF GOD MINISTRIES INC PO BOX 2420 ANDERSON IN 46018 352049256 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN CHURCH OF THE PALMS UNITED METHODIST 1425 OKATIE HWY OKATIE SC 29909 571065999 501(C)(3) 7800 RELIGIOUS/HUMANITARIAN CORNERSTONE ASSOCIATION OF MINISTRIES AND EDUCATORS INC 103 MOUNT HAVEN DR KERRVILLE TX 78028 200058463 501(C)(3) 20000 RELIGIOUS/HUMANITARIAN CUREFEST INC 19507 SUNCOVE LN HUMBLE TX 77346 455272760 501(C)(3) 20000 RELIGIOUS/HUMANITARIAN DISABLED VETERANS NATIONAL FOUNDATION 1020 19TH ST NW WASHINGTON DC 20036 261446183 501(C)(3) 350 RELIGIOUS/HUMANITARIAN DONELSON CHRISTIAN ACADEMY INC 300 DANYACREST DR NASHVILLE TN 37214 620854263 501(C)(3) 15000 RELIGIOUS/HUMANITARIAN EKAL VIDYALAYA FOUNDATION OF USA INC 1712 HIGHWAY 6 S STE A HOUSTON TX 77077 770554248 501(C)(3) 1460 RELIGIOUS/HUMANITARIAN END SLAVERY TENNESSEE PO BOX 160069 NASHVILLE TN 37216 454955577 501(C)(3) 2500 RELIGIOUS/HUMANITARIAN EPWORTH CHILDREN'S HOME 2900 MILLWOOD AVE COLUMBIA SC 29205 570314389 501(C)(3) 9800 RELIGIOUS/HUMANITARIAN FAITHSEARCH INTERNATIONAL 12701 WHITEWATER DR STE 150 HOPKINS MN 55343 411341478 501(C)(3) 2280 RELIGIOUS/HUMANITARIAN FEED AMERICA FIRST OF TN INC 1105 BLUE SPRINGS RD FRANKLIN TN 37069 621821057 501(C)(3) 90000 RELIGIOUS/HUMANITARIAN FELLOWSHIP BAPTIST CHURCH 7002 SUMMER AVE MEMPHIS TN 38133 270087400 501(C)(3) 3000 RELIGIOUS/HUMANITARIAN FELLOWSHIP BIBLE CHURCH 6407 FORT KING RD ZEPHYRHILLS FL 33542 999999998 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN FIRST BAPTIST CHURCH ALVARODA TEXAS INC PO BOX 362 ALVARADO TX 76009 751412921 501(C)(3) 4800 RELIGIOUS/HUMANITARIAN FIRST BAPTIST CHURCH OF OAK PARK 24201 COOLIDGE HWY OAK PARK MI 48237 381565344 501(C)(3) 3500 RELIGIOUS/HUMANITARIAN FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501(C)(3) 35000 RELIGIOUS/HUMANITARIAN FULL GOSPEL FELLOWSHIP OF CHURCHES & MINISTRIES INTL INC 1000 N BELT LINE RD STE 201 IRVING TX 75061 736109354 501(C)(3) 2000 RELIGIOUS/HUMANITARIAN GOSPEL CRUSADE INC 1200 GLORY WAY BLVD BRADENTON FL 34212 590815021 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN GREATER ZION MISSIONARY BAPTIST CHURCH OF HOUSTON 3202 TRULLEY AVE HOUSTON TX 77004 760119873 501(C)(3) 2000 RELIGIOUS/HUMANITARIAN HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 381374230 501(C)(3) 4113 RELIGIOUS/HUMANITARIAN HOPE FOR HAITI CHILDREN'S CENTER INC PO BOX 23270 NASHVILLE TN 37202 593735653 501(C)(3) 32870 RELIGIOUS/HUMANITARIAN HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 232836648 501(C)(3) 35000 RELIGIOUS/HUMANITARIAN HOPE INTERNATIONAL MINISTRIES INC 11415 HOPE INTERNATIONAL DR TAMPA FL 33625 620879012 501(C)(3) 500 RELIGIOUS/HUMANITARIAN HOPE WOMENS CENTER PO BOX 3447 APACHE JUNCTION AZ 85117 860668354 501(C)(3) 9000 RELIGIOUS/HUMANITARIAN HUMANE SOCIETY OF HIGHLANDS COUNTY PO BOX 833 SEBRING FL 33871 591104159 501(C)(3) 5100 RELIGIOUS/HUMANITARIAN LABOR OF LOVE USA 3215 NORTH FIFTH ST RT 191 EAST STROUDSBURG PA 18301 222940287 501(C)(3) 7000 RELIGIOUS/HUMANITARIAN LIFE OUTREACH INTERNATIONAL ASSOCIATION OF CHURCHES INC PO BOX 982000 NORTH RICHLAND HILLS TX 76182 752684727 501(C)(3) 800 RELIGIOUS/HUMANITARIAN LR & BJ REDDEN FOUNDATION PO BOX 20484 RALEIGH NC 27619 800878712 501(C)(3) 14000 RELIGIOUS/HUMANITARIAN MARANATHA BAPTIST CHURCH OF SEBRING 35 MARANATHA BLVD SEBRING FL 33870 592721217 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN MEHARRY MEDICAL COLLEGE 1005 DR DB TODD JR BLVD NASHVILLE TN 37208 620488046 501(C)(3) 6000 RELIGIOUS/HUMANITARIAN MEN OF ACTS NATIONAL INC 5002 FREEMANTLE CT SPRING HILL TN 37174 270794501 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN MERCY MULTIPLIED AMERICA INC PO BOX 111060 NASHVILLE TN 37222 720973419 501(C)(3) 64000 RELIGIOUS/HUMANITARIAN METROPOLITAN COMMUNITY TABERNACLE 11435 MORGAN DR DETROIT MI 48224 386094503 501(C)(3) 1100 RELIGIOUS/HUMANITARIAN MOUNT WASHINGTON VALLEY HABITAT FOR HUMANITY 2 COMMON CT NORTH CONWAY NH 03860 020463831 501(C)(3) 4000 RELIGIOUS/HUMANITARIAN MUSEUM OF AFRICAN AMERICAN HISTORY 315 E WARREN AVE DETROIT MI 48201 381882096 501(C)(3) 1200 RELIGIOUS/HUMANITARIAN NATHAN MARTIN DBA DUNAMIS OUTREACH MINISTRIES 13220 GREENFIELD DETROIT MI 48227 383156877 501(C)(3) 4000 RELIGIOUS/HUMANITARIAN NATIONAL SPORTS CENTER FOR THE DISABLED INC 1801 MILE HIGH STADIUM CIR STE 1500 1500 DENVER CO 80204 840738419 501(C)(3) 30000 RELIGIOUS/HUMANITARIAN NEW HARVEST COMMUNITY CHURCH PO BOX 614 MILLERSTOWN PA 17062 251867580 501(C)(3) 500 RELIGIOUS/HUMANITARIAN NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION INC PO BOX 52466 DURHAM NC 27717 237410301 501(C)(3) 7500 RELIGIOUS/HUMANITARIAN NORTH FORK BAPTIST CHURCH 1641 UNIONVILLE DEASON RD SHELBYVILLE TN 37160 581573065 501(C)(3) 15000 RELIGIOUS/HUMANITARIAN OPEN TABLE OF NASHVILLE 210 MORTON AVE NASHVILLE TN 37211 273514899 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN PHOENIX GOSPEL MISSION INC 1468 N 26TH AVE PHOENIX AZ 85009 866057771 501(C)(3) 40000 RELIGIOUS/HUMANITARIAN PRISMS INC 21800 TOWN CENTER PLAZA STE 266A-633 STERLING VA 20164 541652029 501(C)(3) 1800 RELIGIOUS/HUMANITARIAN PROJECT PURPLE INC PO BOX 884 SEYMOUR CT 06483 273492063 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN RENAISSANCE CHARITABLE FOUNDATION INC 8910 PURDUE RD STE 555 INDIANAPOLIS IN 46268 352129262 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN SAI SAMSTHAN USA 1101 FORAN LN AURORA IL 60506 311521595 501(C)(3) 501 RELIGIOUS/HUMANITARIAN SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501(C)(3) 5500 RELIGIOUS/HUMANITARIAN SEND MUSICIANS TO PRISON 2905A ARMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 85000 RELIGIOUS/HUMANITARIAN SHERIDAN HOUSE FAMILY MINISTRIES INC 1700 S FLAMINGO RD FORT LAUDERDALE FL 33325 260557974 501(C)(3) 8000 RELIGIOUS/HUMANITARIAN SHRI KRISHNA PRNANAMI MISSION INC 13069 HOOVERS GAP FRONTAGE RD CHRISTIANA TN 37037 621791429 501(C)(3) 501 RELIGIOUS/HUMANITARIAN SHRINERS HOSPITALS FOR CHILDREN 12502 USF PINE DR TAMPA FL 33612 362193608 501(C)(3) 500 RELIGIOUS/HUMANITARIAN SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN RD EVANSTON IL 60201 362170145 501(C)(3) 7312 RELIGIOUS/HUMANITARIAN SMILE TRAIN INC 41 MADISON AVE 28TH FL NEW YORK NY 10010 133661416 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 620646012 501(C)(3) 21001 RELIGIOUS/HUMANITARIAN ST MATTHEWS BAPTIST CHURCH 3515 GRANDVIEW AVE LOUISVILLE KY 40207 610531614 501(C)(3) 51480 RELIGIOUS/HUMANITARIAN STAR OF HOPE MISSION 4848 LOOP CENTRAL DR STE 500 HOUSTON TX 77081 741152599 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN SUNDI'S GIFT INC 2044 COLGATE CIR FOREST HILL MD 21050 452682078 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN TJ MARTELL FOUNDATION 1114 17TH AVE S STE 101 NASHVILLE TN 37212 510180178 501(C)(3) 2500 RELIGIOUS/HUMANITARIAN TABERNACLE MISSIONARY BAPTIST CHURCH 2080 W GRAND BLVD DETROIT MI 48208 381606620 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN TENNESSEE ALLIANCE FOR KIDS PO BOX 40221 NASHVILLE TN 37204 813081709 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN THE FOREST A ROCHON JR FOUNDATION INC PO BOX 760547 SOUTHFIELD MI 48076 822434835 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN THE FOUNDATION FOR PERIPHERIAL NEUROPATHY 485 E HALF DAY RD STE 350 BUFFALO GROVE IL 60089 261195248 501(C)(3) 4500 RELIGIOUS/HUMANITARIAN THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH GRAND CENTRAL STATION PO BOX 4777 NEW YORK NY 10163 134141945 501(C)(3) 1501 RELIGIOUS/HUMANITARIAN THE SALVATION ARMY SOUTHWEST DIVISION 2707 E VAN BUREN PHOENIX AZ 85008 941156347 501(C)(3) 40000 RELIGIOUS/HUMANITARIAN THE SALVATION ARMY TERRITORIAL HEADQUARTERS 1424 NORTHEAST EXPY NE ATLANTA GA 30329 580660607 501(C)(3) 4000 RELIGIOUS/HUMANITARIAN THE WORSHIP CENTER INC 2384 NEW HOLLAND PIKE LANCASTER PA 17601 232043544 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN TIN MOUNTAIN CONSERVATION CENTER INC 1245 BALD HILL RD CONWAY NH 03818 020353541 501(C)(3) 4000 RELIGIOUS/HUMANITARIAN VENEZUELA UNITED CHARITIES 831 LA HACIENDA DR RICHMOND TX 77406 802945911 501(C)(3) 20000 RELIGIOUS/HUMANITARIAN VISION FOR THE GOSPEL INC 2028 CALLAWAY PARK PL THOMPSONS STATION TN 37179 824352658 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN WINDOW TO THE WORLD COMMUNICATIONS INC 5400 N ST LOUIS AVE SKOKIE IL 60076 362246703 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN WOUNDED WARRIOR PROJECT INC 4899 BELFORT PKWY STE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 301 RELIGIOUS/HUMANITARIAN YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 840385934 501(C)(3) 7500 RELIGIOUS/HUMANITARIAN YOUTH INVESTMENT FOUNDATION 1364 HAMEL RD HAMEL MN 55340 237058853 501(C)(3) 1700 RELIGIOUS/HUMANITARIAN ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 133039601 501(C)(3) 4000 RELIGIOUS/HUMANITARIAN AMERICAN CANCER SOCIETY INC 250 WILLIAMS ST STE 48 ATLANTA GA 30303 131788491 501(C)(3) 1000 RELIGIOUS/HUMANITARIAN AMERICAN HEART ASSOCIATION INC 10 GLENLAKE PKWY NESOUTH TOWER STE 400 ATLANTA GA 30328 135613797 501(C)(3) 301 RELIGIOUS/HUMANITARIAN AMERICAN LUNG ASSOCIATION 55 W WACKER DR STE 1150 CHICAGO IL 60601 131632524 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN 87 0 PART I, LINE 2: THE ORGANIZATION MONITORS ANY DONATIONS GIVEN TO ORGANIZATIONS BY CONFIRMING THEIR TAX-EXEMPT STATUS AND ASCERTAINING THAT THESE ORGANIZATIONS FALL WITHIN THE OVERALL MISSION AND PURPOSE OF THE ORGANIZATION. X 0 0 0 0 0 0 0 0 0 JAMES WOLTER PRESIDENT 152000 0 0 0 0 0 36000 0 1200 0 189200 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 130665 0 0 0 0 0 31356 0 1200 0 163221 0 0 0 X ANNUITIES/STOCKS/REAL ESTATE 8 511589 FAIR MARKET VALUE LE 0 1 0 PART I, COLUMN (B): PART 1 COLUMN (B)-THE NUMBER OF CONTRIBUTIONS IS REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION A, LINE 2 JAMES WOLTER HAS A FAMILY RELATIONSHIP WITH GREG WOLTER AND JEFF SWARTZENBDRUBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTANTS. IT IS THEN REVIEWED BY MANAGEMENT AND THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES THE BOARD OF DIRECTORS TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL OFFICERS, MANAGEMENT AND EMPLOYEES ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) -1,622,184. LEGACYTREE PLANNING LLC 1600 WESTGAE CIRCLE STE 200 BRENTWOOD TN 37027 273295717 AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO TN 276949 151864 LEGACYTREE FOUNDATION