2025-05-14T14:49:24-05:00 2024-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2024-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 3517 KEDRON ROAD SPRING HILL TN 37174 JAMES WOLTER PRESIDENT 6154688048 2025-05-14 1 1 KEN YOUNGSTEAD P00320901 6152427351 2025-05-14 2024 2025-03-06 01:10:19Z JAMES WOLTER 3517 KEDRON ROAD SPRING HILL TN 37174 5301058 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 2 6 4 179881 0 1982453 2069509 0 0 2055344 2243017 206363 184303 4244160 4496829 1081203 987646 0 0 898793 630016 0 0 311609 883652 503407 2863648 2121069 1380512 2375760 75564262 75396838 61970002 60653207 13594260 14743631 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 1212192 987646 IN 2024 LEGACYTREE FOUNDATION (LTF) PRESENTED 101 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. 1212192 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 13 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 143137 0 1276 NANETTE BEEBE SECRETARY/TREASURER 40.00 13.00 X 154410 0 1276 EUGENE LINKOUS JR DIRECTOR 1.00 X 0 0 0 GREGORY WOLTER DIRECTOR 1.00 X 0 0 0 JEFFREY SWARTZENDRUER DIRECTOR 1.00 X 0 0 0 DAVID BUNKER DIRECTOR 1.00 X 0 0 0 297547 0 2552 2 0 1 0 0 2069509 1067048 2069509 2178082 2178082 869164 804229 64935 64935 64935 ANNUITY SALES COMMISSI 524298 179881 179881 OTHER REVENUE 524298 4422 4422 184303 4496829 2182504 179881 64935 987646 987646 300100 105035 90030 105035 280367 98129 84110 98128 4132 1446 1240 1446 45417 15896 13625 15896 75876 75876 1070 326 321 423 29018 258 22452 6308 83803 1865 71555 10383 3319 3319 4920 2460 2460 21214 21214 REFERRAL FEES 282596 211066 71530 REINSURANCE COST 1591 1591 2121069 1212192 597268 311609 1004316 1811786 1529462 1297299 5999 23574 15997 15168 737791 38810 720195 698981 1598127 1854272 70690166 69695758 75564262 75396838 185022 128681 61784980 60524526 61970002 60653207 X 13594260 14743631 13594260 14743631 75564262 75396838 X 2375760 172050 -1398439 X X 0 1 X 0 0 X 5364447 3969759 5835484 1982453 2069509 19221652 5364447 3969759 5835484 1982453 2069509 19221652 2687010 16534642 1842969 24228 27881 56892 97530 2049500 2598 710 2284 1958 1189 8739 21279891 16859 0.77700 0.75400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 1216865 3405981 1 1 133230 133230 532922 26984 505938 65143 8686 56457 2680 2376 304 3816 764 3052 698981 ANNUITIES HELD 69695758 F 69695758 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 60524526 60524526 X 3268849 172050 -1398439 -1226389 4495238 1591 1591 4496829 2119478 0 2119478 1591 1591 2121069 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) -1,398,439. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,591. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 1,591. 0 SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501C3 152000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501C3 82663 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501C3 50000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED MERCY MULTIPLIED PO BOX 111060 NASHVILLE TN 37222 720973419 501C3 47000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ACRES OF HOPE 248 ALLEMAN RD CHAMBERSBURG PA 17202 464787252 501C3 42000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND 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, AND HUMANITARIAN AID TO THOSE IN NEED DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501C3 36000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED THE COMMUNITY FOUNDATION OF MID TENN 3833 CLEGHORN AVE STE 400 NASHVILLE TN 37215 621471789 501C3 26000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501C3 25000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 202370934 501C3 24000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CUL2VATE PO BOX 2806 BRENTWOOD TN 37024 461086070 501C3 22500 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED BELEN JESUIT PREPARATORY SCHOOL INC 500 SW 127 AVE MIAMI FL 33184 590998339 501C3 22000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED NICKLAUS CHILDREN'S HOSPITAL FOUNDATION 3100 SW 62 AVE MIAMI FL 33155 453481327 501C3 22000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FUREVER HOME ANIMAL RESCUE INC 23823 RD STE 50 445 MALIBU CA 90265 851453525 501C3 18500 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED THE SPRING BRETHEN IN CHRIST 800 SOUTH 4TH ST CHAMBERSBURG PA 17201 452885908 501C3 18323 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED TENNESSEE ALLIANCE FOR KIDS PO BOX 40221 NASHVILLE TN 37204 813081709 501C3 16000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED POPLAR SPRINGS BAPTIST CHURCH 1106 POPLAR SPRINGS CHURCH RD SHELBY NC 20152 560623947 501C3 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 381374230 501C3 12770 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED THE PEOPLES GOSPEL TABERNACLE OF HAGERSTOWN MD 543 SECURITY RD HAGERSTOWN MD 21740 521257920 501C3 12500 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CLARK ATLANTA UNIVERSITY INC 223 JAMES P BRADLEY DR SW ATLANTA GA 30314 581825259 501C3 12000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CALEB PERKINS MINISTRIES 400 SUGAR CAMP RD MINERAL WELLS WV 261506502 821598313 501C3 12000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501C3 10283 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED WOODLAND MEMORIAL HOSPITAL FOUNDATION 1321 COTTONWOOD ST 207 WOODLAND CA 956955131 946167964 501C3 10283 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED HONORHEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 742355411 501C3 10283 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED UNIVERSITY OF CALIFORNIA (REGENTS) 1111 FRANKLIN ST OAKLAND CA 94607 943067788 501C3 10283 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED WOMEN'S SPORTS FOUNDATION 247 WEST 30TH ST 5TH FL NEW YORK NY 10001 237380557 501C3 10283 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED BENTON HALL ACADEMY 5555 FRANKLIN PIKE NASHVILLE TN 37220 621012762 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ARTISTS IN CHIRSTIAN TESTIMONY INTL INC FBO REASSEMBLE PO BOX 1649 BRENTWOOD TN 370241649 953660821 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED THE SALVATION ARMY OF GA 1424 NORTHEAST EXPRESSWAY ATLANTA GA 30329 580660607 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SAVAGE MINISTRIES 103 MOUNT HAVEN DR KERRVILLE TX 78028 200058463 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED COLEMAN - POUND LIONS CLUB PO BOX 123 COLEMAN WI 541120000 396093808 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CORNERSTONE CHURCH OF CHRIST 1350 TALLOW HILL RD CHAMBERSBURG PA 17202 232654705 501C3 9500 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501C3 8953 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED JILLYBEAN ENTERPRISES INC PO BOX 1167 WAXHAW NC 28173 363403635 501C3 7000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SPECIAL PALS INC PO BOX 841605 HOUSTON TX 77284 742050052 501C3 6800 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED STAR OF HOPE MINISTRIES INC 34 BROADWAY PATTERSON NJ 07505 221489912 501C3 6600 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND 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, AND HUMANITARIAN AID TO THOSE IN NEED CENTURY BAPTIST CHURCH 205 COLT AVE BISMARCK ND 58503 450339938 501C3 6146 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN RD EVANSTON IL 60201 362170145 501C3 5256 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 133039601 501C3 5126 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED 45 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 NANETTE BEEBE SECRETARY/TREASURER 111905 0 42505 0 0 0 0 0 1276 0 155686 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES TO EVERYONE THIS YEAR. X SECURITIES 3 1067048 FAIR MARKET VALUE LE 0 1 0 SCHEDULE M, PART I, COLUMN (B): PART 1 COLUMN (B) - THE NUMBER OF CONTRIBUTIONS 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) -1,398,439. 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 179881 89746 LEGACYTREE FOUNDATION