2024-05-09T09:12:53-05:00 2023-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2023-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 3517 KEDRON ROAD SPRING HILL TN 37174 JAMES WOLTER PRESIDENT 6154688048 2024-05-09 1 JAMES WOLTER 999009999 1 X KEN YOUNGSTEAD P00320901 6152427351 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X JAMES WOLTER 3517 KEDRON ROAD SPRING HILL TN 37174 4286082 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 2 6 0 193926 0 5835484 1982453 0 0 2074702 2055344 394376 206363 8304562 4244160 1102387 1081203 0 0 928252 898793 0 0 434259 2680186 883652 4710825 2863648 3593737 1380512 75938646 75564262 62711865 61970002 13226781 13594260 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 1633911 1081203 IN 2023 LEGACYTREE FOUNDATION (LTF) PRESENTED 102 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. 1633911 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 1 0 0 0 1 1 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 24 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 3517 KEDRON ROAD SPRING HILL TN 37174 JAMES WOLTER PRESIDENT 40.00 14.00 X X 185850 0 36276 NANETTE BEEBE SECRETARY/TREASURER 40.00 13.00 X 168698 0 36276 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 354548 0 72552 2 0 1 0 0 1982453 533966 1982453 2094709 2094709 2557 41922 -39365 -39365 -39365 INSURANCE COMMISSIONS 524298 193926 193926 OTHER REVENUE 524298 12437 12437 206363 4244160 2107146 193926 -39365 1068703 1068703 12500 12500 427099 149485 128129 149485 328751 115062 98627 115062 56226 19679 16868 19679 36340 12719 10902 12719 50377 17632 15113 17632 3834 3834 71404 71404 54663 600 40699 13364 92431 2213 78142 12076 37688 37688 4682 2341 2341 15947 15947 REFERRAL FEES 367685 275784 91901 REINSURANCE COST 235318 235318 2863648 1633911 795478 434259 1339593 1004316 390044 1529462 118490 5999 11756 15997 737791 17596 666273 720195 1292082 1598127 72118713 70690166 1695 0 75938646 75564262 177600 185022 62534265 61784980 62711865 61970002 X 13226781 13594260 13226781 13594260 75938646 75564262 X 1380512 219399 -1232432 X X 0 1 X 0 0 X 3146904 5364447 3969759 5835484 1982453 20299047 3146904 5364447 3969759 5835484 1982453 20299047 2190716 18108331 1757808 1842969 24228 27881 56892 3709778 443 2598 710 2284 1958 7993 24016818 0.75400 0.72010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 100000 2426778 1 1 133230 133230 532922 13492 519430 65143 1649 63494 2680 2073 607 3816 382 3434 720195 ANNUITIES HELD 70690166 F 70690166 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 61784980 61784980 X 2995809 219399 -1232432 -1013033 4008842 235318 235318 4244160 2628330 0 2628330 235318 235318 2863648 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 (LEGACYPLANS LIABILITIES) -1,232,432. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 235,318. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 235,318. 0 NORTH AMERICA 0 0 GRANT TO ORGANIZATION 12500 0 0 0 0 0 0 12500 0 12500 NORTH AMERICA HUMANITARIAN AID 12500 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS ANY DONATIONS GIVEN TO ORGANIZATIONS OUTSIDE OF THE UNITED STATES BY CONFIRMING THEIR TAX-EXEMPT STATUS AND ASCERTAINING THAT THESE ORGANIZATIONS FALL WITHIN THE OVERALL MISSION AND PURPOSE OF THE ORGANIZATION. 0 SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501C3 113000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501C3 85163 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501C3 70000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MERCY MULTIPLIED PO BOX 111060 NASHVILLE TN 37222 720973419 501C3 67000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 232836648 501C3 40000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CORNERSTONE CHURCH OF CHRIST 1350 TALLOW HILL RD CHAMBERSBURG PA 17202 232654705 501C3 40000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED THE SPRING BRETHEN IN CHRIST 800 SOUTH 4TH ST CHAMBERSBURG PA 17201 452885908 501C3 40000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501C3 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CONDUIT MISSION 1642 LEWISBURG PK FRANKLIN TN 37064 260847576 501C3 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ACRES OF HOPE 248 ALLEMAN RD CHAMBERSBURG PA 17202 464787252 501C3 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SAVAGE MINISTRIES 103 MOUNT HAVEN DR KERRVILLE TX 78028 200058463 501C3 29500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED LAKE OF THE WOODS VOL FIRE & RESCUE CO 104 LAKEVIEW PKWY LOCUST GROVE VA 22508 237222171 501C3 27360 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED REFUGE FOUNDATION PO BOX 1857 BILLINGS MT 59103 263581501 501C3 24000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501C3 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED REASSEMBLE PO BOX 1649 BRENTWOOD TN 370241649 953660821 501C3 20000 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 501C3 18963 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ROOF ABOVE PO BOX 31335 CHARLOTTE NC 28231 561837620 501C3 16250 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED TENNESSEE ALLIANCE FOR KIDS PO BOX 40221 NASHVILLE TN 37204 813081709 501C3 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED WAVERLY CHURCH OF GOF OF PROPHECY 807 POWERS BLVD WAVERLY TN 37185 621213915 501C3 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED FUREVER HOME ANIMAL RESCUE INC 23823 RD STE 50 445 MALIBU CA 90265 851453525 501C3 14000 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 501C3 14000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HIAWATHA SCHOOLS #415 706 SOUTH 1ST ST HIAWATHA KS 664340398 480698071 501C3 12600 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED DOCTORS WITHOUT BORDERS USA INC 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 133433452 501C3 11380 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC 1709 SPRUCE ST PHILADELPHIA PA 19103 232154856 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED DIOCESE OF PHOENIX 400 E MONROE ST PHOENIX AZ 85004 860223974 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ST BRIDGET ROMAN CATHOLIC PARISH MESA 2213 N LINSDAY RD MESA AZ 85213 371575761 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SOCIETY OF ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 85002 860096789 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED ST CLARE OF ASSISI CATHOLIC CHURCH 3131 EL DORADO BLVD HOUSTON TX 77059 760311913 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED BELEN JESUIT PREPARATORY SCHOOL INC 500 SW 127 AVE MIAMI FL 33184 590998339 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED RIVERSIDE CHRISTIAN TRAINING SCHOOL 114 RIVERSIDE SCHOOL RD LOST CREEK KY 41348 610621761 501C3 9923 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED MUSIC FOR THE WORLD 525 SOUTH 3RD ST WEST DUNDEE IL 60118 364227492 501C3 8000 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 202370934 501C3 7588 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED TRUTH LOVE & COMPASSION INC 3757 SURREY HILL PL COLUMBUS OH 43220 473267927 501C3 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HESED HOUSE OF HOPE INC PO BOX 1633 LINCOLNTON NC 28093 261730346 501C3 6600 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CHRISTIAN MINISTRY OF LINCOLN COUNTY INC PO BOX 423 LINCOLNTON NC 28093 581476260 501C3 6600 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED UNITED WAY OF HANCOCK COUNTY INC 318 WEST MAIN CROSS ST FINDLAY OH 45840 346408694 501C3 6184 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 381374230 501C3 6170 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED CENTURY BAPTIST CHURCH 205 COLT AVE BISMARCK ND 58503 450339938 501C3 6146 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED PROJECT PURPLE INC PO BOX 884 SEYMOUR CT 06483 273492063 501C3 5380 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN RD EVANSTON IL 60201 362170145 501C3 5256 0 TO PROVIDE SPIRITUAL, PHYSICAL & HUMANITARIAN AID TO THOSE IN NEED 40 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 110850 0 75000 0 0 0 35000 0 1276 0 222126 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 111449 0 57249 0 0 0 35000 0 1276 0 204974 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES TO EVERYONE THIS YEAR. X ANNUITIES/REAL ESTATE 4 533966 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 EXTERNAL 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) -1,232,432. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR. LEGACYTREE PLANNING LLC 3517 KEDRON ROAD SPRING HILL TN 37174 273295717 AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO TN 193926 20199 LEGACYTREE FOUNDATION