LEGACYTREE FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: LEGACYTREE FOUNDATION (EIN 73-1556664)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-09
IRS object ID: 201721299349300967
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-09T09:15:34-05:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	2017-05-09	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	2017-05-09	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	40.128.78.96	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-05-09	IPDt
IP Tm	09:13:20	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B1C7141452F3118A99D1B042B7B977126F610515	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C567CBC539E8E36B780B334685E659E89E7F5346	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$4,215,020	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	4	VotingMembersIndependentCnt
Total Employee	8	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$84,238	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$13,016	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,734,887	PYContributionsGrantsAmt
CY Contributions Grants	$2,344,428	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,121,034	PYInvestmentIncomeAmt
CY Investment Income	$1,318,723	CYInvestmentIncomeAmt
PY Other Revenue	$281,486	PYOtherRevenueAmt
CY Other Revenue	$84,303	CYOtherRevenueAmt
PY Total Revenue	$4,137,407	PYTotalRevenueAmt
CY Total Revenue	$3,747,454	CYTotalRevenueAmt
PY Grants And Similar Paid	$602,034	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$681,055	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$563,660	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$560,497	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$385,939	CYTotalFundraisingExpenseAmt
PY Other Expenses	$969,043	PYOtherExpensesAmt
CY Other Expenses	$851,492	CYOtherExpensesAmt
PY Total Expenses	$2,134,737	PYTotalExpensesAmt
CY Total Expenses	$2,093,044	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,002,670	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,654,410	CYRevenuesLessExpensesAmt
Total Assets BOY	$44,228,437	TotalAssetsBOYAmt
Total Assets EOY	$50,495,457	TotalAssetsEOYAmt
Total Liabilities BOY	$39,380,833	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$45,024,646	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,847,604	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,470,811	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	$880,616	ExpenseAmt
Grant	$681,055	GrantAmt
Revenue	$1,335,159	RevenueAmt
Desc	IN 2016 LEGACYTREE FOUNDATION (LTF) PRESENTED 118 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	$880,616	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	0	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	31	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
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	4	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
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)	$115,000	$0	$21,200
EUGENE LINKOUS JR
BOARD MEMBER	1.00		Yes (X)		$0	$0	$0
GREGORY WOLTER
BOARD MEMBER	1.00		Yes (X)		$0	$0	$0
JEFFREY SWARTZENDRUBER
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)	$114,822	$0	$21,200

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$229,822	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$42,400	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	KEVIN CLARK	PersonNm

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	217 N MAIN ST	AddressLine1Txt
City	LAKE PLACID	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33852	ZIPCd

Field	Value	IRS element (for citing)
Services	REFERRAL FEES	ServicesDesc
Compensation	$171,208	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$2,344,428	AllOtherContributionsAmt
Noncash Contributions	$1,037,957	NoncashContributionsAmt
Total Contributions	$2,344,428	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,335,094	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,335,094	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$451,195	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$467,566	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$16,371	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$16,371	TotalRevenueColumnAmt
Exclusion	-$16,371	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INSURANCE COMMISSIONS	524298	$84,238	$84,238
MISCELLANEOUS	900099	$65		$65

Field	Value	IRS element (for citing)
Other Revenue Total	$84,303	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,747,454	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,335,159	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$84,238	UnrelatedBusinessRevenueAmt
Exclusion	-$16,371	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$681,055	TotalAmt
Program Services	$681,055	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$272,223	TotalAmt
Program Services	$95,278	ProgramServicesAmt
Management And General	$81,667	ManagementAndGeneralAmt
Fundraising	$95,278	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$248,251	TotalAmt
Program Services	$86,188	ProgramServicesAmt
Management And General	$75,875	ManagementAndGeneralAmt
Fundraising	$86,188	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,503	TotalAmt
Program Services	$1,226	ProgramServicesAmt
Management And General	$1,051	ManagementAndGeneralAmt
Fundraising	$1,226	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$36,520	TotalAmt
Program Services	$12,782	ProgramServicesAmt
Management And General	$10,956	ManagementAndGeneralAmt
Fundraising	$12,782	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,064	TotalAmt
Management And General	$1,064	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$47,669	TotalAmt
Management And General	$47,669	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$83,486	TotalAmt
Program Services	$553	ProgramServicesAmt
Management And General	$61,487	ManagementAndGeneralAmt
Fundraising	$21,446	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$64,127	TotalAmt
Program Services	$3,534	ProgramServicesAmt
Management And General	$47,454	ManagementAndGeneralAmt
Fundraising	$13,139	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$30,643	TotalAmt
Management And General	$30,643	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$983	TotalAmt
Management And General	$983	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	REFERRAL FEES	Desc
Total	$623,520	TotalAmt
Management And General	$467,640	ManagementAndGeneralAmt
Fundraising	$155,880	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,093,044	TotalAmt
Program Services	$880,616	ProgramServicesAmt
Management And General	$826,489	ManagementAndGeneralAmt
Fundraising	$385,939	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$817,626	BOYAmt
EOY	$1,493,271	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$536,613	BOYAmt
EOY	$176,410	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$39,268	BOYAmt
EOY	$34,914	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$19,093	BOYAmt
EOY	$10,329	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,335	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$13,130	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,188	BOYAmt
EOY	$1,205	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$409,433	BOYAmt
EOY	$757,505	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$42,402,521	BOYAmt
EOY	$48,020,128	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	$44,228,437	BOYAmt
EOY	$50,495,457	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$70,515	BOYAmt
EOY	$23,563	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$39,310,318	BOYAmt
EOY	$45,001,083	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$39,380,833	BOYAmt
EOY	$45,024,646	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,847,604	BOYAmt
EOY	$5,470,811	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,847,604	BOYAmt
EOY	$5,470,811	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$44,228,437	BOYAmt
EOY	$50,495,457	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,654,410	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$43,679	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$987,524	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	$3,514,364	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,122,162	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,210,719	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,734,887	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,344,428	CurrentTaxYearAmt
Total	$11,926,560	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,514,364	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,122,162	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,210,719	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,734,887	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,344,428	CurrentTaxYearAmt
Total	$11,926,560	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$11,926,560	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$573,041	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$836,192	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$998,145	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,114,407	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,335,094	CurrentTaxYearAmt
Total	$4,856,879	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$16,783,439	TotalSupportAmt
Public Support CY170	0.71060	PublicSupportCY170Pct
Public Support PY170	0.76090	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	1	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$179,179	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$0	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$179,107	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	$6,677	OtherCostOrOtherBasisAmt
Depreciation	$5,817	DepreciationAmt
Book Value	$860	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,658	OtherCostOrOtherBasisAmt
Depreciation	$7,313	DepreciationAmt
Book Value	$345	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,205	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITIES HELD	Desc
Book Value	$48,020,128	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$48,020,128	TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES)	Desc
Amt	$45,001,083	Amt

Field	Value	IRS element (for citing)
Total Liability	$45,001,083	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,703,775	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$43,679	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$43,679	RevenueNotReportedAmt
Revenue Subtotal	$3,747,454	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,747,454	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,080,568	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$987,524	OtherExpensesIncludedAmt
Expenses Not Reported	$987,524	ExpensesNotReportedAmt
Expenses Subtotal	$2,093,044	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,093,044	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 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 XII, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 987,524.
PART I	THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY ONE FUND WAS OPENED IN 2016.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALIVE HOSPICE
1718 PATTERSON ST	NASHVILLE	TN	37203	620983550	501(C)(3)	$5,000	RELIGIOUS/HUMANITARIAN
CALLED TO PRAY
29 S LAUREL ST	KUTZTOWN	PA	19530	412190672	501(C)(3)	$10,000	RELIGIOUS/HUMANITARIAN
CATHEDRAL OF ST JOHN BERCHMANS
939 JORDAN ST	SHREVEPORT	LA	71101	720475551	501(C)(3)	$30,000	RELIGIOUS/HUMANITARIAN
COVINA UNITED METHODIST CHURCH
437 W SAN BERNADINO RD	COVINA	CA	91723	951744354	501(C)(3)	$7,850	RELIGIOUS/HUMANITARIAN
DANITA'S CHILDREN
PO BOX 864311	ORLANDO	FL	32886	593735653	501(C)(3)	$27,000	RELIGIOUS/HUMANITARIAN
DISABLED VETERANS NATIONAL FOUNDATION
1020 19TH ST NW	WASHINGTON	DC	20036	261446183	501(C)(3)	$7,250	RELIGIOUS/HUMANITARIAN
DONELSON CHRISTIAN ACADEMY
300 DANYACREST DR	NASHVILLE	TN	37215	620854263	501(C)(3)	$6,000	RELIGIOUS/HUMANITARIAN
FEED AMERICA FIRST
1105 BLUE SPRINGS ROAD	FRANKLIN	TN	37069	621821057	501(C)(3)	$80,000	RELIGIOUS/HUMANITARIAN
FIRST PRESBYTERIAN CHURCH OF SAPULPA OK
111 S OAK ST	SAPULPA	OK	74066	730753984	501(C)(3)	$19,000	RELIGIOUS/HUMANITARIAN
FOCUSED LIVING MNISTRIES
805 SHELTER COVE CT	COLUMBIA	SC	29212	571028417	501(C)(3)	$6,500	RELIGIOUS/HUMANITARIAN
FREEDOM'S PROMISE
PO BOX 58996	NASHVILLE	TN	37205	260566457	501(C)(3)	$30,000	RELIGIOUS/HUMANITARIAN
FULL GOSPEL FELLOWSHIP OF CHURCHES
40 CIMARRON DR	TROPHY CLUB	TX	76262	263443135	501(C)(3)	$9,000	RELIGIOUS/HUMANITARIAN
GRACE BRETHREN CHURCH OF LITITZ
501 W LINCOLN AVE	LITITZ	PA	17543	231887649	501(C)(3)	$10,000	RELIGIOUS/HUMANITARIAN
HIGHLANDS CO BOARD OF CO COMMISSIONERS
590 S COMMERCE AVE	SEBRING	FL	33870	596000655	501(C)(3)	$10,500	RELIGIOUS/HUMANITARIAN
HOPE INTERNATIONAL
227 GRANITE RUN DRIVE STE 250	LANCASTER	PA	17601	232836648	501(C)(3)	$25,000	RELIGIOUS/HUMANITARIAN
MASON D SMOAK FOUNDATION
1025 COUNTRY RD 17 N	LAKE PLACID	FL	33852	264287497	501(C)(3)	$5,700	RELIGIOUS/HUMANITARIAN
MEHARRY MEDICAL COLLEGE
1005 DR DB TODD JR BLVD	NASHVILLE	TN	372083599	620488046	501(C)(3)	$6,310	RELIGIOUS/HUMANITARIAN
MERCY MULTIPLIED
15328 OLD HICKORY BLVD	NASHVILLE	TN	37211	720973419	501(C)(3)	$30,000	RELIGIOUS/HUMANITARIAN
MISSOURI VALLEY CHRISTIAN ACADEMY
305 WEST 25TH ST	YANKTON	SD	57078	205386167	501(C)(3)	$8,000	RELIGIOUS/HUMANITARIAN
NATIONAL MULTIPLE SCLEROSIS SOCIETY NJ
1480 US HIGHWAY 9 N	WOODBRIDGE	NJ	07095	226080521	501(C)(3)	$6,500	RELIGIOUS/HUMANITARIAN
NCCU FOUNDATION INC
PO BOX 52466	DURHAM	NC	27717	237410301	501(C)(3)	$12,500	RELIGIOUS/HUMANITARIAN
NORTH FORK BAPTIST CHURCH
1641 UNIONVILLE DEASON RD	SHELBYVILLE	TN	37160	581573065	501(C)(3)	$10,000	RELIGIOUS/HUMANITARIAN
OAK LEVEL BAPTIST CHURCH
3598 OAK LEVEL RD	ROCKY MOUNT	NC	27804	561383817	501(C)(3)	$9,500	RELIGIOUS/HUMANITARIAN
OWEGO NAZARENE CHURCH
3732 WAVERLY RD	OWEGO	NY	13827	237381088	501(C)(3)	$5,000	RELIGIOUS/HUMANITARIAN
SEND MUSICIANS TO PRISON
2905-A AMORY DR	NASHVILLE	TN	37204	452371305	501(C)(3)	$31,800	RELIGIOUS/HUMANITARIAN
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	620646012	501(C)(3)	$34,715	RELIGIOUS/HUMANITARIAN
STATE UNIVERSITY OF IOWA FOUNDATION
ONE WEST PARK RD	IOWA CITY	IA	522444550	420796760	501(C)(3)	$6,600	RELIGIOUS/HUMANITARIAN
THE CHURCH OF THE WAY
1005 N RIDGEWOOD DR	SEBRING	FL	33870	753217068	501(C)(3)	$5,630	RELIGIOUS/HUMANITARIAN
THE COMPASSIONATE CARE HOSPICE FOUNDATION
248 EAST CHESTNUT HILL RD	NEWARK	DE	19713	201035181	501(C)(3)	$6,500	RELIGIOUS/HUMANITARIAN
UNIVERSTIY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVE	MADISON	WI	537264090	390743975	501(C)(3)	$80,000	RELIGIOUS/HUMANITARIAN
WORD OF GRACE CHURCH
14205 W TWELVE MILE RD	WARREN	MI	48088	383476062	501(C)(3)	$10,000	RELIGIOUS/HUMANITARIAN

Field	Value	IRS element (for citing)
Total501c3 Org	31	Total501c3OrgCnt

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 M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	ANNUITIES/STOCKS	Desc
Contribution	23	ContributionCnt
Noncash Contributions Rpt F990	$1,037,957	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	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) IS REPORTING THE NUMBER OF CONTRIBUTIONS.	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 SWARTZEBDRUBER.
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) -987,524.

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 WESTGAE 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	$84,238	TotalIncomeAmt
End Of Year Assets	-$40,366	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	LEGACYTREE FOUNDATION	BusinessNameLine1Txt