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Nonprofit · EIN 73-1556664

LEGACYTREE FOUNDATION

Tax-exempt · SPRING HILL, TN 37174

Financials

$6.2M$3.8M2021$4.5M$2.1M2024$8.4M$4.3M2025
Revenue Expenses · by fiscal year end
Financials of LEGACYTREE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$8,404,975$4,283,228$4,121,747$78,503,886$59,417,223$19,086,663
December 31, 2024990$4,496,829$2,121,069$2,375,760$75,396,838$60,653,207$14,743,631
December 31, 2021990$6,155,741$3,802,624$2,353,117$69,146,571$58,327,306$10,819,265
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,383,458
Program service revenue
$0
Investment income
$2,618,469
Net gain from sales of assets
$90,973
Other revenue
$403,048

Expenses

Grants and similar amounts paid
$1,483,735
Compensation of officers, directors and key employees
$493,640
Other salaries and wages
$504,003
Salaries, compensation and benefits (total)
$1,263,875
Professional fundraising fees
$0
Accounting fees
$80,156
Occupancy
$9,064
Travel
$2,991
Depreciation
$19,983
Program services (functional)
$2,436,561
Management and general (functional)
$1,183,108
Fundraising (functional)
$663,559

Balance sheet and other

Total assets, start of year
$75,396,838
Total assets, end of year
$78,503,886
Total liabilities, end of year
$59,417,223
Net assets, end of year
$19,086,663
Land, buildings and equipment
$689,499
Publicly traded securities
$3,088,158
Net assets without donor restrictions
$19,086,663
Gross unrelated business income
$403,048
Gross receipts
$10,592,942
Employees
7
Volunteers
4
Year formed
1999
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JAMES WOLTERPRESIDENT
Trustee or director, Officer
40$218,178$42,730
NANETTE BEEBESECRETARY/TREASURER
Officer
40$189,477$43,255
KEVIN KIRKPATRICKSR. CASE DESIGN SPECIALIST
Highest-paid employee
40$166,895$26,384
KIMBERLY KELLEYVP OF OPERATIONS
Highest-paid employee
40$139,500$29,467
JOHN FRAZIERSR. CASE DESIGN SPECIALIST
Highest-paid employee
40$103,810$16,662
EUGENE LINKOUS JRDIRECTOR
Trustee or director
1$0$0
GREGORY WOLTERDIRECTOR
Trustee or director
1$0$0
JEFFREY SWARTZENDRUBERDIRECTOR
Trustee or director
1$0$0
DAVID BUNKERDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensationOther / benefits
NANETTE BEEBESECRETARY/TREASURER
Officer
40$154,410$1,276
JAMES WOLTERPRESIDENT
Trustee or director, Officer
40$143,137$1,276
EUGENE LINKOUS JRDIRECTOR
Trustee or director
1$0$0
GREGORY WOLTERDIRECTOR
Trustee or director
1$0$0
JEFFREY SWARTZENDRUERDIRECTOR
Trustee or director
1$0$0
DAVID BUNKERDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2021: 7 people
NameTitleHours / weekCompensationOther / benefits
JAMES WOLTERPRESIDENT
Trustee or director, Officer
40$160,000$39,100
NANETTE BEEBESECRETARY/TREASURER
Officer
40$146,665$35,951
JOHN FRAZIERCASE DESIGN SPECIALIST
Highest-paid employee
40$123,510$23,438
EUGENE LINKOUS JRBOARD MEMBER
Trustee or director
1$0$0
GREGORY WOLTERBOARD MEMBER
Trustee or director
1$0$0
JEFFREY SWARTZENDRUERBOARD MEMBER
Trustee or director
1$0$0
DAVID BUNKERBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
3517 KEDRON RD, SPRING HILL, TN 37174-2275
In care of
% G J WOLTER
Mailing address (990-N for 2008)
168 Spunky Creek Dr, Catoosa OK 74015
Principal officer (990 for 2025)
JAMES WOLTER, 3517 KEDRON ROAD, SPRING HILL, TN 37174
Principal officer (990-N for 2008)
Greg Wolter, 168 Spunky Creek Dr, Catoosa OK 74015
Signed the 990
JAMES WOLTER, PRESIDENT
Phone
(615) 468-8048
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED.

990 for the year ended December 31, 2025

Program accomplishments

  • IN 2025, LEGACYTREE FOUNDATION (LTF) PRESENTED 143 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.
    Expenses $2,436,561 · grants $1,483,735

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-1556664
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X20)
Assets (IRS master file)
$78,503,886
Income (IRS master file)
$10,592,942

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$8,404,975$4,283,228$78,503,886IRS
990-TDecember 2025–––IRS
990December 2024$4,496,829$2,121,069$75,396,838IRS
990-TDecember 2024–––IRS
990December 2023$4,244,160$2,863,648$75,564,262IRS
990-TDecember 2023–––IRS
990December 2022$8,304,562$4,710,825$75,938,646IRS
990-TDecember 2022–––IRS
990December 2021$6,155,741$3,802,624$69,146,571XML
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-N for 2008
Officer: Greg Wolter
December 31, 2008≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1556664).

Questions about LEGACYTREE FOUNDATION

What is the EIN of LEGACYTREE FOUNDATION?
The employer identification number (EIN) of LEGACYTREE FOUNDATION is 73-1556664.
Is LEGACYTREE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to LEGACYTREE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEGACYTREE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LEGACYTREE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEGACYTREE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LEGACYTREE FOUNDATION?
The 990 for the year ended December 31, 2025 names JAMES WOLTER.
Who are the officers and directors of LEGACYTREE FOUNDATION?
The 990 for the year ended December 31, 2025 lists 9 people; 5 received compensation from the organization, the highest $218,178 (JAMES WOLTER, PRESIDENT).
How much revenue does LEGACYTREE FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $8,404,975, expenses of $4,283,228 and total assets of $78,503,886 at year end.

Other nonprofits in SPRING HILL

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