2016-05-16T16:21:22-05:00 2015-12-31 570381582 ELLIOTT DAVIS DECOSIMO LLC PLLC 5214 MARYLAND WAY SUITE 307 BRENTWOOD TN 37027 990 2015-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2016-05-09 1 KEVIN D MCADAMS CPA P00238157 6156904340 2016-05-09 2015 2016-12-15 16:53:06Z JAMES WOLTER 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 4894378 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 4 8 4 143222 0 1210719 2734887 0 0 1012008 1121034 628297 281486 2851024 4137407 352655 602034 0 0 671268 563660 0 0 313734 1409695 969043 2433618 2134737 417406 2002670 35649089 44228437 31507389 39380833 4141700 4847604 PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 801774 602034 PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 801774 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 31 0 1 8 1 1 1 0 0 0 0 1 1 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X JAMES WOLTER 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES J WOLTER PRESIDENT 40.00 X X 115000 0 16200 DAVE BUNKER BOARD OF DIRECTOR 1.00 X 0 0 0 EUGENE LINKOUS BOARD OF DIRECTOR 1.00 X 0 0 0 JEFF SWARTZENDRUBER BOARD OF DIRECTOR 1.00 X 0 0 0 GREG WOLTER BOARD OF DIRECTOR 1.00 X 0 0 0 NANETTE J BEEBE VICE PRES/TREASURER 40.00 X 114762 0 6200 229762 0 22400 2 0 0 0 0 2734887 1591994 2734887 1114407 1114407 763598 756971 6627 6627 6627 INSURANCE COMMISSIONS 524298 143222 143222 MISC. 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TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITIES. AS OF DECEMBER 31, 2015 AND 2014, THE ORGANIZATION HAS NOT RECOGNIZED LIABILITIES FOR UNCERTAIN TAX POSITIONS OR ASSOCIATED INTEREST AND PENALTIES, RESPECTIVELY. 1 ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN AVE MARIA UNIVERSITY INC 5050 AVE MARIA BLVD AVE MARIA FL 34142 030482006 501(C)(3) 11650 RELIGIOUS/HUMANITARIAN BETHLEHEM LUTHERAN CHURCH 316 W BUEHLER AVE NEKOOSA WI 54457 391087801 501(C)(3) 25000 RELIGIOUS/HUMANITARIAN BREEDLOVE FOODS INC 1818 N MARTIN LUTHER KING JR BLVD LUBBOCK TX 79403 262194373 501(C)(3) 12750 RELIGIOUS/HUMANITARIAN BRIGHTFOCUS FOUNDATION MACULAR DEGENERATION RESEARCH CLARKSBURG MD 20871 237337229 501(C)(3) 9190 RELIGIOUS/HUMANITARIAN CHILDREN'S MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY MO 64108 440605373 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN COVINA UNITED METHODIST CHURCH 437 W SAN BERNARDINO RD COVINA CA 91723 951744354 501(C)(3) 7150 RELIGIOUS/HUMANITARIAN DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN DELTONA NORTH CONGREGATION OF JEHOVAH'S W WITNESS INC DELTONA FL 32738 592382513 501(C)(3) 16710 RELIGIOUS/HUMANITARIAN FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501(C)(3) 80000 RELIGIOUS/HUMANITARIAN FULL GOSPEL FELLOWSHIP OF CHURCHES MINISTERS TROPHY CLUB TX 76262 263443135 501(C)(3) 11555 RELIGIOUS/HUMANITARIAN HOLY FAMILY PARISH 1010 35TH ST GALVESTON TX 775504058 352367961 501(C)(3) 15000 RELIGIOUS/HUMANITARIAN HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 232836648 501(C)(3) 25000 RELIGIOUS/HUMANITARIAN JEFFERSON BAPTIST CHURCH 9135 JEFFERSON HWY BATON ROUGE LA 70809 720649163 501(C)(3) 13980 RELIGIOUS/HUMANITARIAN LIFELINE FAMILY CENTER 907 SE 5TH AVE CAPE CORAL FL 33990 650529641 501(C)(3) 45000 RELIGIOUS/HUMANITARIAN LONGMEADOW CHURCH 19642 LONGMEADOW RD HAGERSTOWN MD 21742 526040260 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN LUTHERAN COMMUNITY SERVICES NORTHWEST 115 NE 100TH ST STE 200 SEATLE WA 98125 930386860 501(C)(3) 7000 RELIGIOUS/HUMANITARIAN MEHARRY NATIONAL ALUMNI ASSOCIATION INC 1005 DB TODD BLVD STE 622 NASHVILLE TN 37208 621280197 501(C)(3) 8680 RELIGIOUS/HUMANITARIAN MERCY MINISTRIES 15328 OLD HICKORY BLVD NASHVILLE TN 37211 720973419 501(C)(3) 23050 RELIGIOUS/HUMANITARIAN NORBERTINE ASSOCIATION OF ST JOSEPH 17831 WATER CANYON RD TEHACHAPI CA 93561 330786385 501(C)(3) 11650 RELIGIOUS/HUMANITARIAN PROMEDICA FOUNDATION 5217 MONROE ST STE A1 TOLEDO OH 43623 341517672 501(C)(3) 6500 RELIGIOUS/HUMANITARIAN SANTA MONICA-MALIBU EDUCATION FOUNDATION 1645 16TH ST SANTA MONICA CA 90404 953787674 501(C)(3) 6000 RELIGIOUS/HUMANITARIAN SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 36500 RELIGIOUS/HUMANITARIAN ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 6200 RELIGIOUS/HUMANITARIAN ST LOUIS CATHOLIC CHURCH 203 S WHITE STATION RD MEMPHIS TN 38117 620590103 501(C)(3) 7000 RELIGIOUS/HUMANITARIAN TEXAS BOYS RANCH PO BOX 5665 LUBBOCK TX 79408 237292527 501(C)(3) 12750 RELIGIOUS/HUMANITARIAN TIMOTHY'S GIFT PO BOX 111642 NASHVILLE TN 37222 272952507 501(C)(3) 10500 RELIGIOUS/HUMANITARIAN TRI-COUNTY CHURCH OF THE NAZARENE 4778 TYLERSVILLE RD HAMILTON OH 45011 341512651 501(C)(3) 8000 RELIGIOUS/HUMANITARIAN WALKER MEMORIAL ACADEMY D/B/A WALKER MEMORIAL ACAMEDY AVON PARK FL 33825 590806975 501(C)(3) 19550 RELIGIOUS/HUMANITARIAN FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501(C)(3) 20000 RELIGIOUS/HUMANITARIAN NORBERTINE FATHERS OF ORANGE INC 19292 EL TORO ROAD SILVERADO CA 92676 330786385 501(C)(3) 11650 RELIGIOUS/HUMANITARIAN WOMEN'S AGLOW FELLOWSHIP INTERNATIONAL 1000 N BELT LINE ROAD STE 201 IRVING TX 75061 202370934 501(C)(3) 7555 RELIGIOUS/HUMANITARIAN OTHER MISCELLANEOUS CHARITIES 1600 WESTGATE CIRCLE BRENTWOOD TN 37027 999999999 501(C)(3) 86464 RELIGIOUS/HUMANITARIAN 29 0 PART I, LINE 2: THE ORGANIZATION MONITORS ANY DONATIONS GIVEN TO ORGANIZATIONS BY CONFIRMING THEIR TAX-EXEMPT STATUS AND ACSERTAINING THAT THESE ORGANIZATIONS FALL WITHIN THE OVERALL MISSION AND PURPOSE OF THE ORGANIZATION. X ANNUTIES/SECURITIES 22 1591994 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 JAMES WOLTER IS THE BROTHER OF ONE BOARD MEMBER AND THE BROTHER-IN-LAW OF ANOTHER BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTANTS. IT IS THEN REVIEWED BY MANAGEMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION 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 ANNUITY OBLIGATION -1,267,474. LEGACYTREE PLANNING LLC 1600 WESTGATE CIRCLE STE 200 BRENTWOOD TN 37027 273295717 ACQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO. TN 143221 154027 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LEGACYTREE PLANNING LLC P 13138 ALLOCATION OF TIME AND RESOURCES LEGACYTREE PLANNING LLC O 127073 ALLOCATION OF TIME SPENT LEGACYTREE PLANNING LLC N 2881 ALLOCATION OF TIME AND RESOURCES