2014-05-12T08:46:42-05:00 2013-12-31 620852719 JOSEPH DECOSIMO AND COMPANY PLLC 1600 DIVISION STREET SUITE 225 NASHVILLE TN 37203 990 2013-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2014-05-07 1 KEN E LOWERY CPA P00324064 6152927135 2014-05-07 2013 2015-11-30 17:44:51Z JAMES WOLTER 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 3433849 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 4 6 0 159999 -1344 3514364 2122162 0 0 578426 867480 183437 384275 4276227 3373917 525385 554560 0 0 631720 584421 0 0 939962 1884705 1459971 3041810 2598952 1234417 774965 27760622 31900816 24806140 28176073 2954482 3724743 PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 762736 554560 PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 762736 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 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 35 0 6 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 114900 0 0 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 114900 0 0 NANETTE J BEEBE VICE PRES/TREASURER 40.00 X 114900 0 0 344700 0 0 3 0 0 0 0 2122162 1221534 2122162 833079 1 833078 94333 59932 34401 34401 34401 MISC. REVENUE-RELATED- 900099 224276 224276 INSURANCE COMMISSIONS 524298 159999 159999 384275 3373917 224277 159999 867479 554560 554560 345900 120667 104566 120667 194668 67911 58846 67911 1531 536 459 536 42322 14813 12696 14813 15923 15923 40938 40938 127327 127327 64162 4249 47200 12713 28812 28812 8334 2180 6154 3275 3275 DEVELOPMENT FEES 589841 589841 CHANGE IN ANNUITY OBLIG 581359 581359 2598952 762736 896254 939962 119015 168064 928323 209072 55885 51097 15294 7873 13640 8299 6929 5341 481018 350262 26152658 31107607 1500 1500 27760622 31900816 58420 29364 24747720 28146709 24806140 28176073 X 2954482 3724743 2954482 3724743 27760622 31900816 774965 -4704 0 X 0 1 X 0 0 X 310772 2595822 2013172 3514364 2122162 10556292 310772 2595822 2013172 3514364 2122162 10556292 10556292 147 87886 122396 573041 836192 1619662 12175954 0.86700 0.91520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13640 8299 5341 5341 ANNUITIES HELD 31107607 F 31107607 LEGACYPLAN LIABILITIES 28146709 28146709 1 CAMA SERVICES INC 8595 EXPLORER DR COLORADO SPRINGS CO 80918 841234511 501(C)(3) 12500 RELIGIOUS/HUMANITARIAN CLELIAN HEIGHTS INC 135 CLELIAN HEIGHTS LANE GREENSBURG PA 15601 520196617 501(C)(3) 8000 RELIGIOUS/HUMANITARIAN CROWN COLLEGE 8700 COLLEGE VIEW DR SAINT BONIFACIUS MN 55375 410693968 501(C)(3) 12500 RELIGIOUS/HUMANITARIAN HOPE FOR HAITI CHILDREN'S CENTER INC DBA DANITA'S CHILDREN PO BOX 608148 ORLANDO FL 32860 593735653 501(C)(3) 25000 RELIGIOUS/HUMANITARIAN FEED AMERICA FIRST 1105 BLUE SPRINGS RD FRANKLIN TN 37069 621821057 501(C)(3) 85000 RELIGIOUS/HUMANITARIAN FIRST BAPTIST CHURCH 902 CALHOUN ST PORT LAVACA TX 77979 741246231 501(C)(3) 11000 RELIGIOUS/HUMANITARIAN FURMAN UNIVERSITY 3300 POINSETT HIGHWAY GREENVILLE SC 29613 271433464 501(C)(3) 10000 RELIGIOUS/HUMANITARIAN GRACEPOINT CHURCH 522 FRANKLIN ROAD FRANKLIN TN 37069 200064841 501(C)(3) 32500 RELIGIOUS/HUMANITARIAN HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17602 232836648 501(C)(3) 30000 RELIGIOUS/HUMANITARIAN JUSTICE & MERCY INTERNATIONAL 1810 COLUMBIA AVE STE 100 FRANKLIN TN 37064 364630658 501(C)(3) 7500 RELIGIOUS/HUMANITARIAN EPWORTH CHILDREN'S HOME 2900 MILLWOOD AVE COLUMBIA SC 29205 570314389 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN LYNDONVILLE FIRE DEPARTMENT 316 MAIN STREET LYNDONVILLE VT 05851 640961834 501(C)(3) 22000 RELIGIOUS/HUMANITARIAN LIFELINE FAMILY CENTER 907 SE 5TH AVE CAPE CORAL FL 33990 650529641 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN MERCY MINISTRIES PO BOX 111060 NASHVILLE TN 37222 720973419 501(C)(3) 25000 RELIGIOUS/HUMANITARIAN MY LIFE SPEAKS PO BOX 683042 FRANKLIN TN 37068 452446194 501(C)(3) 8500 RELIGIOUS/HUMANITARIAN RAY OF HOPE COMMUNITY CHURCH 901 MERIDIAN ST NASHVILLE TN 37207 621721749 501(C)(3) 11000 RELIGIOUS/HUMANITARIAN SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501(C)(3) 5000 RELIGIOUS/HUMANITARIAN SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 27000 RELIGIOUS/HUMANITARIAN SMILE TRAIN INC 41 MADISON AVE 28TH FLR NEW YORK NY 10010 133661416 501(C)(3) 12000 RELIGIOUS/HUMANITARIAN ST JUDE CHILDRENS' RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 31300 RELIGIOUS/HUMANITARIAN ST PETERS EPISCOPAL CHURCH 9100 EAST 21ST ST TULSA OK 74129 731193676 501(C)(3) 5500 RELIGIOUS/HUMANITARIAN TEXAS TECH FOUNDATION POBOX 45025 LUBBOCK TX 79409 756043842 501(C)(3) 27308 RELIGIOUS/HUMANITARIAN THE CHURCH OF THE REDEEMER PO BOX 3365 MONORE NC 28110 562272821 501(C)(3) 6000 RELIGIOUS/HUMANITARIAN TIMOTHY'S GIFT 1007 LOXLEY DRIVE NASHVILLE TN 37211 272952507 501(C)(3) 23500 RELIGIOUS/HUMANITARIAN 24 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 ANNUITY/SECUR 53 2122162 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 159999 111478 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LEGACYTREE PLANNING LLC P 16454 ALLOCATION OF TIME AND RESOURCES LEGACYTREE PLANNING LLC O 136244 ALLOCATION OF TIME SPENT LEGACYTREE PLANNING LLC N 8643 ALLOCATION OF TIME AND RESOURCES