2022-09-14T13:23:47-05:00 2021-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2021-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 1600 WESTGATE CIRCLE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 6154688048 2022-09-14 1 JAMES WOLTER 999009999 KEN YOUNGSTEAD P00320901 6152427351 2022-09-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAMES WOLTER 1600 WESTGATE CIRCLE 200 BRENTWOOD TN 37027 6997442 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 2 6 0 159748 0 5458447 3969759 0 0 1785519 2026234 243417 159748 7487383 6155741 892141 783164 0 0 656011 897308 0 0 467774 3410662 2122152 4958814 3802624 2528569 2353117 68286678 69146571 58319207 58327306 9967471 10819265 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 2449878 783164 IN 2021 LEGACYTREE FOUNDATION (LTF) PRESENTED 41 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. 2449878 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 1 0 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 27 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN AR CA CT FL GA IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC UT VA WA WV WI CO MO OH OR X JAMES WOLTER 6154688048 1600 WESTGATE CIRCLE SUITE 200 BRENTWOOD TN 37027 JAMES WOLTER PRESIDENT 40.00 14.00 X X 160000 0 39100 EUGENE LINKOUS JR BOARD MEMBER 1.00 X 0 0 0 GREGORY WOLTER BOARD MEMBER 1.00 X 0 0 0 JEFFREY SWARTZENDRUER BOARD MEMBER 1.00 X 0 0 0 DAVID BUNKER BOARD MEMBER 1.00 X 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 40.00 13.00 X 146665 0 35951 JOHN FRAZIER CASE DESIGN SPECIALIST 40.00 X 123510 0 23438 430175 0 98489 3 0 1 0 0 105000 3864759 602763 3969759 2001495 2001495 866440 841701 24739 24739 24739 INSURANCE COMMISSIONS 524298 159748 159748 159748 6155741 2001495 159748 24739 783164 783164 381717 133601 114515 133601 382552 133893 114766 133893 77397 27089 23219 27089 4591 1607 1377 1607 51051 17868 15315 17868 3270 3270 79733 79733 2940 2940 82551 696 61529 20326 69752 2100 57846 9806 38418 38418 793 397 396 2257 2257 REINSURANCE COST 1349860 1349860 REFERRAL FEES 492578 369390 123188 3802624 2449878 884972 467774 709463 1149745 331724 253852 43597 19665 41371 11158 13594 22318 21149 3426 1169 1419532 1251151 65766083 66414329 1695 1695 68286678 69146571 60810 83684 58258397 58243622 58319207 58327306 X 9967471 10819265 9967471 10819265 68286678 69146571 X 2353117 8163 -1509486 X 0 1 X 0 0 X 4194872 3206879 3146904 5364447 3969759 19882861 4194872 3206879 3146904 5364447 3969759 19882861 916790 18966071 1503544 1641445 1757808 1842969 24228 6769994 443 2598 710 3751 26656606 0.71150 0.65710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 553399 1061571 1 1 9660 9324 336 12658 11825 833 1169 ANNUITIES HELD 66414329 F 66414329 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 58243622 58243622 X 3304558 8163 -1509486 -1501323 4805881 1349860 1349860 6155741 2452764 0 2452764 1349860 1349860 3802624 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 XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) -1,509,486. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,349,860. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,349,860. PART I THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY THREE FUNDS WERE OPENED IN 2021. 0 AMERICA ON TECH 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 465336001 501(C)(3) 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED AMERICAN NATIONAL FAMILY RELIEF FUND ONE MOODY PLAZA 17TH FLOOR GALVESTON TX 77550 263390349 501(C)(3) 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ARGYLE UNITED METHODIST CHURCH 9033 FT WORTH DR ARGYLE TX 76226 751938567 501(C)(3) 14000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ASPCA PO BOX 96929 WASHINGTON DC 200906929 131623829 501(C)(3) 12500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ASSOCIATION FOR RESEARCH AND ENLIGHTMENT 215 67TH STREET VIRGINIA BEACH VA 23451 540573802 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED BETHANY PEMBROKE CHAPEL 19901 BURT RD DETROIT MI 48219 386108013 501(C)(3) 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED BETHEL COLONY OF MERCY INC 1675 BETHEL COLONY RD LENOIR NC 28645 566050210 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CENTURY BAPTIST CHURCH 205 COLT AVE BISMARCK ND 58503 450339938 501(C)(3) 6146 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CHURCH OF GOD MINISTRIES INC PO BOX 2420 ANDERSON IN 46018 352049256 501(C)(3) 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CONCORDIA COLLEGE CORPORATION 901 8TH STREET S MOOREHEAD MN 56562 410693977 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501(C)(3) 40000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED EKAL VIDYALAYA FOUNDATION OF USA INC 1712 HIGHWAY 6 SOUTH STE A HOUSTON TX 77077 770554248 501(C)(3) 16460 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501(C)(3) 61500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FIRST BAPTIST CHURCH OF LAKEWOOD 5400 112TH ST SW LAKEWOOD WA 98499 910817638 501(C)(3) 8500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501(C)(3) 50000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HIAWATHA SCHOOLS #415 706 SOUTH 1ST ST HIAWATHA KS 664340398 480698071 501(C)(3) 12600 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 232836648 501(C)(3) 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED LABOR OF LOVE USA 3215 N 5TH ST RT 191 EAST STROUDSBURG PA 18301 222940287 501(C)(3) 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MAMA'S HANDS PO BOX 40464 BELLEVUE WA 98015 911535909 501(C)(3) 6700 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MERCY MULTIPLIED PO BOX 111060 NASHVILLE TN 37222 720973419 501(C)(3) 50000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MISSION SAN LUIS OBISPO 425 CHURCH ST MONTEREY CA 939403207 941658139 501(C)(3) 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501(C)(3) 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SECOND HARVEST FOOD BANK NEW ORLEANS 700 EDWARDS AVE NEW ORLEANS LA 70123 720956468 501(C)(3) 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501(C)(3) 90000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SHRINER HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 362193608 501(C)(3) 7863 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN RD EVANSTON IL 60201 362170145 501(C)(3) 7312 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ST BARTHOLOMEW EPISCOPAL CHURCH 204 W SALISBURY ST PITTSBORO NC 27312 566149173 501(C)(3) 11250 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 37864 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED THE FIRST CHURCH OF CHRIST SCIENTIST 210 MASSACHUSETTES AVE P05 - 10 BOSTON MA 02115 042254742 501(C)(3) 12000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED TRINITY LUTHERAN CHURCH 609 LINCOLN AVE OWATONNA MN 55060 410829544 501(C)(3) 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED VITALANT PO BOX 2950 PHOENIX AZ 850389650 860098929 501(C)(3) 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 840385934 501(C)(3) 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED 41 0 PART I, LINE 2: 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. X 0 0 0 0 0 0 0 1 0 JAMES WOLTER PRESIDENT 110000 0 50000 0 0 0 37900 0 1200 0 199100 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 110665 0 36000 0 0 0 33416 0 2535 0 182616 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES TO EVERYONE THIS YEAR. X ANNUITIES/STOCKS/REAL ESTATE 3 602763 FAIR MARKET VALUE LE 0 1 0 SCHEDULE M, PART I, COLUMN (B): PART 1 COLUMN (B) - THE NUMBER OF CONTRIBUIONS IS REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION A, LINE 2 JAMES WOLTER HAS A FAMILY RELATIONSHIP WITH GREG WOLTER AND JEFF SWARTZENBDRUBER. 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) -1,509,486. LEGACYTREE PLANNING LLC 1600 WESTGATE CIRCLE STE 200 BRENTWOOD TN 37027 273295717 AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO TN 159748 85584 LEGACYTREE FOUNDATION