LEGACYTREE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEGACYTREE FOUNDATION (EIN 73-1556664)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349300028
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T08:46:42-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620852719 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DECOSIMO AND COMPANY PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 DIVISION STREET SUITE 225 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 SUITE 200 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WOLTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6154688048 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN E LOWERY CPA | PreparerPersonNm |
| PTIN | P00324064 | PTIN |
| Phone | 6152927135 | PhoneNum |
| Preparation | 2014-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 SUITE 200 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,433,849 | 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 | PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $159,999 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,344 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,514,364 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,122,162 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $578,426 | PYInvestmentIncomeAmt |
| CY Investment Income | $867,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $183,437 | PYOtherRevenueAmt |
| CY Other Revenue | $384,275 | CYOtherRevenueAmt |
| PY Total Revenue | $4,276,227 | PYTotalRevenueAmt |
| CY Total Revenue | $3,373,917 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $525,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $554,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $631,720 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $584,421 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $939,962 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,884,705 | PYOtherExpensesAmt |
| CY Other Expenses | $1,459,971 | CYOtherExpensesAmt |
| PY Total Expenses | $3,041,810 | PYTotalExpensesAmt |
| CY Total Expenses | $2,598,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,234,417 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $774,965 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,760,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,900,816 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,806,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,176,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,954,482 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,724,743 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $762,736 | ExpenseAmt |
| Grant | $554,560 | GrantAmt |
| Desc | PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. | Desc |
| Total Program Service Expenses | $762,736 | 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 | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 0 | 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 |
| 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 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES J WOLTER | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $114,900 | $0 | $0 |
| DAVE BUNKER | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE LINKOUS | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SWARTZENDRUBER | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG WOLTER | ||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE G JOHNSON | ||||||
| VICE PRES/SECRETARY | 40.00 | Yes (X) | $114,900 | $0 | $0 | |
| NANETTE J BEEBE | ||||||
| VICE PRES/TREASURER | 40.00 | Yes (X) | $114,900 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $344,700 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,122,162 | AllOtherContributionsAmt |
| Noncash Contributions | $1,221,534 | NoncashContributionsAmt |
| Total Contributions | $2,122,162 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $833,079 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $833,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,333 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,932 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,401 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,401 | TotalRevenueColumnAmt |
| Exclusion | $34,401 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISC. REVENUE-RELATED- | 900099 | $224,276 | $224,276 | |
| INSURANCE COMMISSIONS | 524298 | $159,999 | $159,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $384,275 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,373,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,277 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $159,999 | UnrelatedBusinessRevenueAmt |
| Exclusion | $867,479 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,560 | TotalAmt |
| Program Services | $554,560 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,900 | TotalAmt |
| Program Services | $120,667 | ProgramServicesAmt |
| Management And General | $104,566 | ManagementAndGeneralAmt |
| Fundraising | $120,667 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,668 | TotalAmt |
| Program Services | $67,911 | ProgramServicesAmt |
| Management And General | $58,846 | ManagementAndGeneralAmt |
| Fundraising | $67,911 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531 | TotalAmt |
| Program Services | $536 | ProgramServicesAmt |
| Management And General | $459 | ManagementAndGeneralAmt |
| Fundraising | $536 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,322 | TotalAmt |
| Program Services | $14,813 | ProgramServicesAmt |
| Management And General | $12,696 | ManagementAndGeneralAmt |
| Fundraising | $14,813 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,923 | TotalAmt |
| Management And General | $15,923 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,938 | TotalAmt |
| Management And General | $40,938 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,327 | TotalAmt |
| Fundraising | $127,327 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,162 | TotalAmt |
| Program Services | $4,249 | ProgramServicesAmt |
| Management And General | $47,200 | ManagementAndGeneralAmt |
| Fundraising | $12,713 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,812 | TotalAmt |
| Management And General | $28,812 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,334 | TotalAmt |
| Management And General | $2,180 | ManagementAndGeneralAmt |
| Fundraising | $6,154 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,275 | TotalAmt |
| Management And General | $3,275 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DEVELOPMENT FEES | $589,841 | $589,841 | |
| CHANGE IN ANNUITY OBLIG | $581,359 | $581,359 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,598,952 | TotalAmt |
| Program Services | $762,736 | ProgramServicesAmt |
| Management And General | $896,254 | ManagementAndGeneralAmt |
| Fundraising | $939,962 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,015 | BOYAmt |
| EOY | $168,064 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,323 | BOYAmt |
| EOY | $209,072 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,885 | BOYAmt |
| EOY | $51,097 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,294 | BOYAmt |
| EOY | $7,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,299 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,929 | BOYAmt |
| EOY | $5,341 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,018 | BOYAmt |
| EOY | $350,262 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,152,658 | BOYAmt |
| EOY | $31,107,607 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,760,622 | BOYAmt |
| EOY | $31,900,816 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,420 | BOYAmt |
| EOY | $29,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,747,720 | BOYAmt |
| EOY | $28,146,709 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,806,140 | BOYAmt |
| EOY | $28,176,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,954,482 | BOYAmt |
| EOY | $3,724,743 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,954,482 | BOYAmt |
| EOY | $3,724,743 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,760,622 | BOYAmt |
| EOY | $31,900,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $774,965 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $310,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,595,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,013,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,514,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,122,162 | CurrentTaxYearAmt |
| Total | $10,556,292 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $310,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,595,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,013,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,514,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,122,162 | CurrentTaxYearAmt |
| Total | $10,556,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,556,292 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $573,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836,192 | CurrentTaxYearAmt |
| Total | $1,619,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,175,954 | TotalSupportAmt |
| Public Support CY170 | 0.86700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91520 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,299 | DepreciationAmt |
| Book Value | $5,341 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,341 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES HELD | Desc |
| Book Value | $31,107,607 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $31,107,607 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACYPLAN LIABILITIES | Desc |
| Amt | $28,146,709 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,146,709 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CAMA SERVICES INC | |||||||
| 8595 EXPLORER DR | COLORADO SPRINGS | CO | 80918 | 841234511 | 501(C)(3) | $12,500 | RELIGIOUS/HUMANITARIAN |
| CLELIAN HEIGHTS INC | |||||||
| 135 CLELIAN HEIGHTS LANE | GREENSBURG | PA | 15601 | 520196617 | 501(C)(3) | $8,000 | RELIGIOUS/HUMANITARIAN |
| CROWN COLLEGE | |||||||
| 8700 COLLEGE VIEW DR | SAINT BONIFACIUS | MN | 55375 | 410693968 | 501(C)(3) | $12,500 | RELIGIOUS/HUMANITARIAN |
| HOPE FOR HAITI CHILDREN'S CENTER INC DBA DANITA'S CHILDREN | |||||||
| PO BOX 608148 | ORLANDO | FL | 32860 | 593735653 | 501(C)(3) | $25,000 | RELIGIOUS/HUMANITARIAN |
| FEED AMERICA FIRST | |||||||
| 1105 BLUE SPRINGS RD | FRANKLIN | TN | 37069 | 621821057 | 501(C)(3) | $85,000 | RELIGIOUS/HUMANITARIAN |
| FIRST BAPTIST CHURCH | |||||||
| 902 CALHOUN ST | PORT LAVACA | TX | 77979 | 741246231 | 501(C)(3) | $11,000 | RELIGIOUS/HUMANITARIAN |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | 271433464 | 501(C)(3) | $10,000 | RELIGIOUS/HUMANITARIAN |
| GRACEPOINT CHURCH | |||||||
| 522 FRANKLIN ROAD | FRANKLIN | TN | 37069 | 200064841 | 501(C)(3) | $32,500 | RELIGIOUS/HUMANITARIAN |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE STE 250 | LANCASTER | PA | 17602 | 232836648 | 501(C)(3) | $30,000 | RELIGIOUS/HUMANITARIAN |
| JUSTICE & MERCY INTERNATIONAL | |||||||
| 1810 COLUMBIA AVE STE 100 | FRANKLIN | TN | 37064 | 364630658 | 501(C)(3) | $7,500 | RELIGIOUS/HUMANITARIAN |
| EPWORTH CHILDREN'S HOME | |||||||
| 2900 MILLWOOD AVE | COLUMBIA | SC | 29205 | 570314389 | 501(C)(3) | $5,000 | RELIGIOUS/HUMANITARIAN |
| LYNDONVILLE FIRE DEPARTMENT | |||||||
| 316 MAIN STREET | LYNDONVILLE | VT | 05851 | 640961834 | 501(C)(3) | $22,000 | RELIGIOUS/HUMANITARIAN |
| LIFELINE FAMILY CENTER | |||||||
| 907 SE 5TH AVE | CAPE CORAL | FL | 33990 | 650529641 | 501(C)(3) | $5,000 | RELIGIOUS/HUMANITARIAN |
| MERCY MINISTRIES | |||||||
| PO BOX 111060 | NASHVILLE | TN | 37222 | 720973419 | 501(C)(3) | $25,000 | RELIGIOUS/HUMANITARIAN |
| MY LIFE SPEAKS | |||||||
| PO BOX 683042 | FRANKLIN | TN | 37068 | 452446194 | 501(C)(3) | $8,500 | RELIGIOUS/HUMANITARIAN |
| RAY OF HOPE COMMUNITY CHURCH | |||||||
| 901 MERIDIAN ST | NASHVILLE | TN | 37207 | 621721749 | 501(C)(3) | $11,000 | RELIGIOUS/HUMANITARIAN |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $5,000 | RELIGIOUS/HUMANITARIAN |
| SEND MUSICIANS TO PRISON | |||||||
| 2905-A ARMORY DR | NASHVILLE | TN | 37204 | 452371305 | 501(C)(3) | $27,000 | RELIGIOUS/HUMANITARIAN |
| SMILE TRAIN INC | |||||||
| 41 MADISON AVE 28TH FLR | NEW YORK | NY | 10010 | 133661416 | 501(C)(3) | $12,000 | RELIGIOUS/HUMANITARIAN |
| ST JUDE CHILDRENS' RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $31,300 | RELIGIOUS/HUMANITARIAN |
| ST PETERS EPISCOPAL CHURCH | |||||||
| 9100 EAST 21ST ST | TULSA | OK | 74129 | 731193676 | 501(C)(3) | $5,500 | RELIGIOUS/HUMANITARIAN |
| TEXAS TECH FOUNDATION | |||||||
| POBOX 45025 | LUBBOCK | TX | 79409 | 756043842 | 501(C)(3) | $27,308 | RELIGIOUS/HUMANITARIAN |
| THE CHURCH OF THE REDEEMER | |||||||
| PO BOX 3365 | MONORE | NC | 28110 | 562272821 | 501(C)(3) | $6,000 | RELIGIOUS/HUMANITARIAN |
| TIMOTHY'S GIFT | |||||||
| 1007 LOXLEY DRIVE | NASHVILLE | TN | 37211 | 272952507 | 501(C)(3) | $23,500 | RELIGIOUS/HUMANITARIAN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 ACSERTAINING 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 | ANNUITY/SECUR | Desc |
| Contribution | 53 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,122,162 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ANNUITY STMT/FMV | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACYTREE PLANNING LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTGATE CIRCLE STE 200 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273295717 | EIN |
| Primary Activities | ACQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO. | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Total Income | $159,999 | TotalIncomeAmt |
| End Of Year Assets | $111,478 | EndOfYearAssetsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEGACYTREE PLANNING LLC | ||
| P | $16,454 | ALLOCATION OF TIME AND RESOURCES |
| LEGACYTREE PLANNING LLC | ||
| O | $136,244 | ALLOCATION OF TIME SPENT |
| LEGACYTREE PLANNING LLC | ||
| N | $8,643 | ALLOCATION OF TIME AND RESOURCES |
Comments