2015-05-06T10:34:14-05:00 2014-12-31 570381582 ELLIOTT DAVIS DECOSIMO LLC PLLC 5214 MARYLAND WAY SUITE 307 BRENTWOOD TN 37027 990 2014-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2015-05-01 1 KEN E LOWERY CPA P00324064 6152927135 2015-05-01 2014 2016-03-07 17:11:31Z JAMES WOLTER 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 3530165 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 4 7 0 74579 -590 2122162 1210719 0 0 867480 1012008 384275 628297 3373917 2851024 554560 352655 0 0 584421 671268 0 0 617583 1459971 1409695 2598952 2433618 774965 417406 31900816 35649089 28176073 31507389 3724743 4141700 PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 591782 352655 PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 591782 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 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 23 0 7 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 114550 0 41200 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 ANNETTE G JOHNSON VICE PRES/SECRETARY 40.00 X 107875 0 26000 NANETTE J BEEBE VICE PRES/TREASURER 40.00 X 114550 0 26200 336975 0 93400 3 0 1 0 0 1210719 1210719 998145 998145 693004 679141 13863 13863 13863 MISC. REVENUE-RELATED-990 900099 553718 553718 INSURANCE COMMISSIONS 524298 74579 74579 628297 2851024 553718 74579 1012008 352655 352655 336975 117941 101093 117941 194461 68061 58339 68061 97898 34264 29370 34264 41934 14677 12580 14677 15800 15800 40792 40792 51736 760 3806 47170 57691 3424 45691 8576 28812 28812 7859 7859 2405 2405 CHANGE IN ANNUITY OBLIG 885245 885245 DEVELOPMENT FEES 319035 319035 STATE REGISTRATIONS AND 320 320 2433618 591782 1224253 617583 168064 426434 209072 294128 51097 46373 7873 11727 14335 10704 5341 3631 350262 647771 31107607 34217525 1500 1500 31900816 35649089 29364 45122 28146709 31462267 28176073 31507389 X 3724743 4141700 3724743 4141700 31900816 35649089 417406 -449 0 X 0 1 X 0 0 X 2595822 2013172 3514364 2122162 1210719 11456239 2595822 2013172 3514364 2122162 1210719 11456239 11456239 87886 122396 573041 836192 998145 2617660 14073899 0.81400 0.86700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14335 10704 3631 3631 ANNUITIES HELD 34217525 F 34217525 LEGACYPLAN LIABILITIES 31462267 31462267 1 FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501(C)(3) 75000 RELIGIOUS/HUMANITARIAN SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 26500 RELIGIOUS/HUMANITARIAN TIMOTHY'S GIFT INC PO BOX 111642 NASHVILLE TN 37222 272952507 501(C)(3) 26500 RELIGIOUS/HUMANITARIAN GREEN ACRES BAPTIST CHURCH 1607 TROUP HIGHWAY TYLER TX 75701 751092783 501(C)(3) 23000 RELIGIOUS/HUMANITARIAN MERCY MINISTRIES OF AMERICA INC 15328 OLD HICKORY BLVD NASHVILLE TN 37211 720973419 501(C)(3) 21000 RELIGIOUS/HUMANITARIAN SOUTHWEST CHRISTIAN CHURCH 2116 LYNNBROOK DR AUSTIN TX 78748 746105654 501(C)(3) 16000 RELIGIOUS/HUMANITARIAN HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 232836648 501(C)(3) 15000 RELIGIOUS/HUMANITARIAN ST JUDE CATHOLIC CHURCH PO BOX 40 MINERAL VA 23117 541259259 501(C)(3) 13100 RELIGIOUS/HUMANITARIAN ST JUDES CHILDREN'S RESEARCH HOSPITAL IN 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 10900 RELIGIOUS/HUMANITARIAN GRACEPOINTE CHURCH INC 522 FRANKLIN ROAD FRANKLIN TN 37069 200064841 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN MEN OF ACTS NATIONAL INC 5002 FREMANTLE CT SPRING HILL TN 37174 270794501 501(C)(3) 8500 RELIGIOUS/HUMANITARIAN STONECROFT MINISTRIES INC 10561 BARKLEY STE 500 OVERLAND PARK KS 66212 436041686 501(C)(3) 6800 RELIGIOUS/HUMANITARIAN HELPING OTHER PEOPLE EVERYDAY PO BOX 403 101 DEPOT ST LYNDON CENTER VT 05850 270226630 501(C)(3) 5600 RELIGIOUS/HUMANITARIAN 13 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. 0 0 0 0 0 0 0 0 0 JAMES J WOLTER PRESIDENT 114550 0 0 0 0 0 0 0 41200 0 155750 0 0 0 X ANNUITY/SECURITIES 36 1210719 ANNUITY STMT/FMV 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. LEGACYTREE PLANNING LLC 1600 WESTGATE CIRCLE STE 200 BRENTWOOD TN 37027 273295717 ACQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO. TN 74579 107913 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LEGACYTREE PLANNING LLC P 8155 ALLOCATION OF TIME AND RESOURCES LEGACYTREE PLANNING LLC O 64132 ALLOCATION OF TIME SPENT LEGACYTREE PLANNING LLC N 2881 ALLOCATION OF TIME AND RESOURCES