2026-05-05T07:25:15-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE 400 LANCASTER PA 17601 990 2025-01-01 731556664 LEGACYTREE FOUNDATION LEGA 6154688048 3517 KEDRON ROAD SPRING HILL TN 37174 JAMES WOLTER PRESIDENT 6154688048 2026-05-04 1 KERRI N BOGDA P00760402 7177404863 2026-05-04 2025 2025-03-06 01:10:19Z JAMES WOLTER 3517 KEDRON ROAD SPRING HILL TN 37174 10592942 0 X WWW.LEGACYTREEFOUNDATION.ORG X 1999 OK TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 5 2 7 4 403048 0 2069509 5383458 0 0 2243017 2618469 184303 403048 4496829 8404975 987646 1483735 0 0 630016 1263875 0 0 663559 503407 1535618 2121069 4283228 2375760 4121747 75396838 78503886 60653207 59417223 14743631 19086663 TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED. 0 0 2436561 1483735 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. 2436561 1 1 0 0 0 1 0 0 0 0 1 1 0 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 24 0 7 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 218178 0 42730 EUGENE LINKOUS JR DIRECTOR 1.00 X 0 0 0 GREGORY WOLTER DIRECTOR 1.00 X 0 0 0 JEFFREY SWARTZENDRUBER DIRECTOR 1.00 X 0 0 0 DAVID BUNKER DIRECTOR 1.00 X 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 40.00 13.00 X 189477 0 43255 KIMBERLY KELLEY VP OF OPERATIONS 40.00 X 139500 0 29467 KEVIN KIRKPATRICK SR. CASE DESIGN SPECIALIST 40.00 X 166895 0 26384 JOHN FRAZIER SR. CASE DESIGN SPECIALIST 40.00 X 103810 0 16662 817860 0 158498 5 0 1 0 ARIAS-DEL CAMPO FINANCIAL GROUP INC 318 MALAGA AVE CORAL GABLES FL 33134 MARKETING REFERRAL FEES 134745 RETIREMENT SOLUTIONS GROUP (D MARCUM) 5005 DOUGLAS AVE STE 100 DES MOINES IA 50310 MARKETING REFERRAL FEES 106417 MICHAEL KEITH ARGO 7070 OAKCREEK TRACE CUMMINGS GA 30041 MARKETING REFERRAL FEES 104916 3 5383458 2541876 5383458 2527496 1984556 542940 2278940 2187967 90973 90973 90973 ANNUITY SALES COMMISSIONS 524298 403048 403048 403048 8404975 1984556 403048 633913 1483735 1483735 493640 172774 148092 172774 504003 176402 151201 176400 197603 69161 59281 69161 1569 549 471 549 67060 23471 20118 23471 80156 80156 12668 1853 8662 2153 117562 177 91086 26299 76425 1960 60780 13685 9064 9064 2991 1496 1495 19983 19983 REFERRAL FEES 710290 532718 177572 REINSURANCE COST 506479 506479 4283228 2436561 1183108 663559 1811786 2568492 1297299 7698960 23574 7058 15168 11589 748291 58792 698981 689499 1854272 3088158 69695758 64440130 75396838 78503886 128681 226261 60524526 59190962 60653207 59417223 X 14743631 19086663 14743631 19086663 75396838 78503886 X 4121747 -201653 422938 X 0 1 X 0 0 X 3969759 5835484 1982453 2069509 5383458 19240663 3969759 5835484 1982453 2069509 5383458 19240663 3943053 15297610 24228 27881 56892 97530 542949 749480 710 2284 1958 1189 2010 8151 19998294 252121 0.76490 0.77700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 2416577 348459 5076692 1 1 133230 133230 543422 40475 502947 65143 13729 51414 2680 2680 0 3816 1908 1908 689499 ANNUITIES HELD 64440130 F 64440130 ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 59190962 59190962 X 8119781 -201653 422938 221285 7898496 506479 506479 8404975 3776749 0 3776749 506479 506479 4283228 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) 187,676. RECOVERY OF ANNUITY WRITE-OFF 235,262. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 506,479. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS SHOWN NET OF REINSURANCE COSTS ON AUDIT 506,479. 0 BRIDGE TO HOPE WOC INC 10844 SW 188TH ST CUTLER BAY FL 33157 592245357 501C3 100000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FEED AMERICA FIRST 1105 BLUE SPRINGS ROAD FRANKLIN TN 37069 621821057 501C3 116163 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SEND MUSICIANS TO PRISON 2905-A ARMORY DR NASHVILLE TN 37204 452371305 501C3 84000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FREEDOM'S PROMISE PO BOX 58996 NASHVILLE TN 37205 260566457 501C3 60000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED DANITA'S CHILDREN PO BOX 864311 ORLANDO FL 32886 593735653 501C3 54000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED MERCY MULTIPLIED PO BOX 111060 NASHVILLE TN 37222 720973419 501C3 50000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CHARLES R DREW UNIVERSITY OF MEDICINE 1731 EAST 120TH ST 13 LOS ANGELES CA 90059 956151774 501C3 45000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED HORIZON CHRISTIAN ACADEMY 1270 SAWNEE DR CUMMING GA 30040 582573484 501C3 40000 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 34207 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 34023 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 30000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SAVAGE MINISTRIES 103 MOUNT HAVEN DR KERRVILLE TX 78028 200058463 501C3 25000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SADDLES OF JOY INC 2749 W CITY 14TH ST YUMA AZ 85350 860984727 501C3 25000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CUL2VATE PO BOX 2806 BRENTWOOD TN 37024 461086070 501C3 25000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CARING FOR CAMBODIA 12400 W HIGHWAY 71 STE 350-193 BEE CAVE TX 787386500 203645945 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 24300 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED TENNESSEE ALLIANCE FOR KIDS PO BOX 40221 NASHVILLE TN 37204 813081709 501C3 20010 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 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED HUMANE SOCIETY OF SHEBOYGAN COUNTY 3209 N 21ST ST SHEBOYGAN WI 53083 391050684 501C3 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED CENTRAL BAPTIST CHURCH OF OAK RIDGE 130 PROVIDENCE RD OAK RIDGE TN 37830 620589556 501C3 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ANSWERS IN GENESIS 2800 BULLITTSBURG CHURCH RD PETERSBURG KY 41080 330596423 501C3 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED TURNING POINT USA INC 4940 E BEVERLY RD PHOENIX AZ 85044 800835023 501C3 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FAITH TABERNACLE MINISTRIES INC 10167 MEMORIAL BLVD PORT ARTHUR TX 77640 384038914 501C3 20000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED MBU DEVELOPMENT & CULTURAL ASSOCIATION 269 CARLISLE RD BEDFORD MA 01730 300603261 501C3 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SAINT PETERS BY THE SEA PRESBYTERIAN CHURCH 6410 PALOS VERDES DR S RANCHO PALOS VERDES CA 90275 956006347 501C3 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED MILLER CHILDRENS HOSPITAL LONG BEACH AUX INC 2801 ATLANTIC BLVD LONG BEACH CA 90806 956068402 501C3 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED WAYPOINT BAPTIST CHURCH 829 ATLANTA HIGHWAY CUMMING GA 30040 581796045 501C3 15000 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 15000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SECOND BAPTIST CHURCH 6400 WOODWAY DR HOUSTON TX 77057 741222252 501C3 12500 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED LABOR OF LOVE USA 3215 N 5TH ST RT 191 EAST STROUDSBURG PA 18301 222940287 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 CORNERSTONE CHURCH OF CHRIST 1350 TALLOW HILL RD CHAMBERSBURG PA 17202 232654705 501C3 12000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ACRES OF HOPE 248 ALLEMAN RD CHAMBERSBURG PA 17202 464787252 501C3 12000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ST JOHN'S ROMAN CATHOLIC CHURCH 509 EAST 26ST ST ERIE PA 16504 251072147 501C3 11982 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED UNITED NEGRO COLLEGE FUND 1805 7TH ST NW WASHINGTON DC 20001 131624241 501C3 11680 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED VIRGINIA STATE UNIVERSITY STORUM HALL PETERSBURG VA 23806 546074532 501C3 11680 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED BECAUSE YOU CARE INC 6041 WEST ROAD MCKEAN PA 16426 251431378 501C3 11629 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ORPHAN ANGELS CAT SANCTUARY 5439 WEST LAKE RD ERIE PA 16505 270246645 501C3 11629 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 581437002 501C3 10999 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 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 HONORHEALTH FOUNDATION 8125 N HAYDEN RD SCOTTSDALE AZ 85258 742355411 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 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 BENTON HALL ACADEMY 5555 FRANKLIN PIKE NASHVILLE TN 37220 621012762 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED AMERICAN LEGION POST 232 INC PO BOX 166 SNELLVILLE GA 30078 586068074 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED BETHANY CHRISTIAN CHURCH 3264 VILLA RICA HWY DALLAS GA 30157 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED THE HUMANE SOCIETY OF TN VALLEY INC 6717 KINGSTON PK KNOXVILLE TN 37919 620596930 501C3 10000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED REFUGE FOUNDATION PO BOX 1857 BILLINGS MT 59103 263581501 501C3 10000 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 9000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TN INC 4155 RANDOLPH CIR CHATTANOOGA TN 37406 620478240 501C3 8961 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED ST PAUL'S EPISCOPAL CHURCH 305 WEST 7TH ST CHATTANOOGA TN 37402 620478096 501C3 8961 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED DONELSON CHRISTIAN ACADEMY 300 DANYACREST DR NASHVILLE TN 37215 620854263 501C3 7500 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED FINDLAY HANCOCK COUNTY COMM FOUNDATION 101 W SANDUSKY ST STE 207 FINDLAY OH 45840 341713261 501C3 7300 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 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 381374230 501C3 6170 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 UNITED WAY OF HANCOCK COUNTY INC 318 WEST MAIN CROSS ST FINDLAY OH 45840 346408694 501C3 6000 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED BOYS TOWN NEBRASKA 14100 CRAWFORD ST BOYS TOWN NE 68010 470376606 501C3 5944 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED MAY FLOWER BAPTIST CHURCH 3620 SNEADS STORE RD KENBRIDGE VA 23944 541741440 501C3 5840 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED THE ACADEMY FOR GOD 401 CENTER ST OLD HICKORY TN 37138 863843282 501C3 5665 0 TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED SUN VILLAGE COMMUNITY CHURCH 17300 N SUN VILLAGE PKWY STE H SURPRISE AZ 85374 860596391 501C3 5477 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 64 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 112000 0 106178 0 0 0 41454 0 1276 0 260908 0 0 0 NANETTE BEEBE SECRETARY/TREASURER 112665 0 76812 0 0 0 41979 0 1276 0 232732 0 0 0 KEVIN KIRKPATRICK SR. CASE DESIGN SPECIALIST 53250 0 113645 0 0 0 25034 0 1350 0 193279 0 0 0 KIMBERLY KELLEY VP OF OPERATIONS 74688 0 64812 0 0 0 28154 0 1313 0 168967 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES TO EVERYONE IN THE CURRENT FISCAL YEAR. DISCRETIONARY BONUSES ARE DISCLOSED TO THE BOARD DURING THE YEAR FOR OFFICER PERFORMANCE. THE PRESIDENT HAS BEEN AUTHORIZED BY THE BOARD TO MAKE THESE DECISIONS. X 6 1574526 NYSE X ANNUITY CONTRACTS 6 967350 COMPARABLE SALES 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): PART 1 COLUMN (B) - THE NUMBER OF CONTRIBUTORS IS REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION A, LINE 2 JAMES WOLTER HAS A FAMILY RELATIONSHIP WITH GREG WOLTER AND JEFF SWARTZENDRUBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FOUNDATION'S EXTERNAL ACCOUNTANTS. THE RETURN IS THEN REVIEWED BY MANAGEMENT AND THE BOARD PRIOR TO FILING WITH THE IRS. 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. ANY FAMILY OR BUSINESS RELATIONSHIPS BETWEEN BOARD MEMBERS IS DISCLOSED ON SCHEDULE O OF THE 990. IF A POTENTIAL CONFLICT EXISTS, THERE IS DISCLOSURE AND DOCUMENTATION, AND IF NECESSARY, INVESTIGATION AND MITIGATION. 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) 187,676. RECOVERY OF ANNUITY WRITE-OFF 235,262. LEGACYTREE PLANNING LLC 3517 KEDRON ROAD SPRING HILL TN 37174 273295717 AQUIRE ANNUITIES FOR THE FOUNDATION'S RESERVE PORTFOLIO TN 403048 223338 LEGACYTREE FOUNDATION