2018-05-09T15:03:56-05:00 2017-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2017-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE NO 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2018-05-09 1 FRANCES E LEAHY P00713593 6152427351 2018-05-09 2017 2022-09-23 18:48:47Z JAMES WOLTER 1600 WESTGATE CIRCLE NO 200 BRENTWOOD TN 37027 13629272 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 4 7 0 187433 0 2344428 4194872 0 0 1318723 1499004 84303 187572 3747454 5881448 681055 678550 0 0 560497 560793 0 0 393065 851492 2372507 2093044 3611850 1654410 2269598 50495457 55892532 45024646 49056327 5470811 6836205 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 2364597 678550 IN 2017 LEGACYTREE FOUNDATION (LTF) PRESENTED 123 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. 2364597 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 22 0 1 7 1 1 1 0 0 0 0 0 1 2 0 0 0 0 0 0 X 5 4 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 1200 EUGENE LINKOUS JR BOARD MEMBER 1.00 X 0 0 0 GREGORY WOLTER BOARD MEMBER 1.00 X 0 0 0 JEFFREY SWARTZENDRUBER 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 131631 0 1200 283631 0 2400 2 0 1 0 0 4194872 900608 4194872 1503544 1503544 7743284 7747824 -4540 -4540 -4540 INSURANCE COMMISSIONS 524298 187433 187433 MISCELLANEOUS 900099 139 139 187572 5881448 1503683 187433 -4540 678550 678550 286031 100111 85809 100111 232659 80381 71793 80485 4657 1630 1397 1630 37446 13106 11234 13106 2585 2585 43494 43494 109747 770 81617 27360 57039 3414 44465 9160 36134 36134 8814 4407 4407 834 834 REINSURANCE COST 1486635 1486635 REFERRAL FEES 627225 470419 156806 3611850 2364597 854188 393065 1493271 2076573 176410 407482 34914 33163 10329 8611 15548 14189 1205 1359 757505 730083 48020128 52633566 1695 1695 50495457 55892532 23563 233842 45001083 48822485 45024646 49056327 X 5470811 6836205 5470811 6836205 50495457 55892532 X 2269598 -42461 -861743 X 0 1 X 0 0 X 2122162 1210719 2734887 2344428 4194872 12607068 2122162 1210719 2734887 2344428 4194872 12607068 528593 12078475 836192 998145 1114407 1335094 1503544 5787382 18394450 0.65660 0.71060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 40276 12000 273273 1 1 7890 6710 1180 7658 7479 179 1359 ANNUITIES HELD 52633566 F 52633566 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 48822485 48822485 X 4352352 -42461 -42461 4394813 1486635 1486635 5881448 2986958 861743 861743 2125215 1486635 1486635 3611850 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 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,486,635. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 861,743. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,486,635. PART I THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY ONE FUND WAS OPENED IN 2017. 0 SEND MUSICIANS TO PRISON 2905-A AMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 80000 RELIGIOUS/HUMANITARIAN FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501(C)(3) 79250 RELIGIOUS/HUMANITARIAN ST MATTHEWS BAPTIST CHURCH 3515 GRANDVIEW AVE LOUISEVILLE KY 40207 610531614 501(C)(3) 51480 RELIGIOUS/HUMANITARIAN PARKINSON'S FOUNDATION INC 200 SE 1ST ST STE 800 MIAMI FL 33131 131866796 501(C)(3) 50000 RELIGIOUS/HUMANITARIAN MERCY MULTIPLIED 15328 OLD HICKORY BLVD NASHVILLE TN 37211 720973419 501(C)(3) 46250 RELIGIOUS/HUMANITARIAN DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501(C)(3) 32520 RELIGIOUS/HUMANITARIAN CECIL FOUNDATION INC ONE SEAHAWK DR NORTH EAST MD 21901 237345298 501(C)(3) 32000 RELIGIOUS/HUMANITARIAN HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 232836648 501(C)(3) 30000 RELIGIOUS/HUMANITARIAN NEW SONG LUTHERAN CHURCH 1291 CORNETT STREET HENDERSON NV 89052 861049639 501(C)(3) 24000 RELIGIOUS/HUMANITARIAN FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501(C)(3) 20000 RELIGIOUS/HUMANITARIAN DONELSON CHRISTIAN ACADEMY 300 DANYACREST DR NASHVILLE TN 37215 620854263 501(C)(3) 15500 RELIGIOUS/HUMANITARIAN ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 133039601 501(C)(3) 12400 RELIGIOUS/HUMANITARIAN MEN OF ACTS 5002 FREMANTLE CT SPRING HILL TN 37174 270794501 501(C)(3) 12000 RELIGIOUS/HUMANITARIAN FULL GOSPEL FELLOWSHIP OF CHURCHES 40 CIMARRON DR TROPHY CLUB TX 76262 263443135 501(C)(3) 11500 RELIGIOUS/HUMANITARIAN ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 11400 RELIGIOUS/HUMANITARIAN HOUSTON SPCA PREVENTION OF CRUELTY TO ANIMALS 900 PORTWAY DR HOUSTON TX 77024 741287171 501(C)(3) 10500 RELIGIOUS/HUMANITARIAN ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN THE COMMUNITY FOUNDATION OF MIDDLE TN FREEDOM'S PROMISE 3833 CLEGHORN AVE STE 400 NASHVILLE TN 37215 621471789 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN FIRST UNITED METHODIST CHURCH COWETA 206 W SYCAMORE COWETA OK 74429 731175226 501(C)(3) 9000 RELIGIOUS/HUMANITARIAN UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION 4505 S MARYLAND PKWY LAS VEGAS NV 891541006 942790134 501(C)(3) 8000 RELIGIOUS/HUMANITARIAN CONGREGATION OF OUR LADY OF MERCY CATHOLIC CHURCH 445 MARQUETTE AVE BATON ROUGE LA 70806 720519880 501(C)(3) 5500 RELIGIOUS/HUMANITARIAN JEFFERSON BAPTIST CHURCH 9135 JEFFERSON HWY BATON ROUGE LA 70809 720649163 501(C)(3) 5100 RELIGIOUS/HUMANITARIAN ACTS 2 UNITED METHODIST CHURCH INC 4848 WEST COVELL EDMOND OK 73012 731569854 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN CAMPUS CRUSADE FOR CHRIST INC 100 LAKE HART DR MC3900 ORLANDO FL 32832 956006173 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN LABOR OF LOVE USA 3215 N 5TH ST RT 191 EAST STROUDSBURG PA 18301 222940287 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN MUSIC CITY TENNIS INVITATIONAL CO VANDERBILT UNIVERSITY 2301 VADERBILT PL NASHVILLE TN 372406310 620476822 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN REDEMPTION ORTHODOX PRESBYTERIAN CHURCH INC 4611 NW 13TH AVE GAINSVILLE FL 32605 260431658 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN ROOM IN THE INN PO BOX 25309 NASHVILLE TN 37202 620811413 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN 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 0 0 1200 0 153200 0 0 0 X ANNUITIES/STOCKS/REAL ESTATE 15 900608 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) -861,743. LEGACYTREE PLANNING LLC 1600 WESTGAE CIRCLE STE 200 BRENTWOOD TN 37027 273295717 AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO TN 187433 104900 LEGACYTREE FOUNDATION