The Legacy Foundation At Shell Point Inc

Organization Overview

The Legacy Foundation At Shell Point Inc is located in Fort Myers, FL. The organization was established in 2002. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Legacy Foundation At Shell Point Inc employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Legacy Foundation At Shell Point Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Legacy Foundation At Shell Point Inc generated $5.9m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 27.8% each year . All expenses for the organization totaled $7.5m during the year ending 06/2022. While expenses have increased by 28.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY.

Describe the Organization's Program Activity:

Part 3 - Line 4a

THE ORGANIZATION OBTAINS FUNDING TO ENHANCE THE PROGRAMS AND SERVICES PROVIDED BY THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC.


THE ORGANIZATION PROVIDED PHILANTHROPIC, FINANCIAL AND ESTATE PLANNING SERVICES FOR ITS RETIREMENT COMMUNITY RESIDENTS: INCLUDING DAILY MONEY MANAGEMENT SERVICES TO OVER 150 RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY. THE FOUNDATION'S PROGRAMS, SERVICES AND RESULTS ARE DETAILED PERIODICALLY IN VARIOUS ORGANIZATIONAL PUBLICATIONS AND AN ANNUAL COMMUNITY REPORT.


IN ADDITION TO PROVIDING DAILY MONEY MANAGEMENT SERVICES, THE ORGANIZATION SERVES IN A FIDUCIARY ROLE FOR RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY.


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Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$103,642
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$5,487,937
Noncash contributions included in lines 1a–1f $23,000
Total Revenue from Contributions, Gifts, Grants & Similar$5,591,579
Total Program Service Revenue$283,908
Investment income $0
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events -$12,268
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $5,863,574

Grants Recieved

Over the last fiscal year, we have identified 9 grants that The Legacy Foundation At Shell Point Inc has recieved totaling $146,337.

Awarding OrganizationAmount
Charitable Foundation Of The Islands Inc

Sanibel, FL

PURPOSE: FINANCIAL EDUCATION

$50,000
Southwest Florida Community Foundation Inc

Fort Myers, FL

PURPOSE: GEN OP SUP/SPE PGRAM

$29,774
Community Foundation Of Sarasota County Inc

Sarasota, FL

PURPOSE: PROGRAM SUPPORT

$25,000
$18,000
Lawson Family Charitable Foundation

Fort Myers, FL

PURPOSE: SUPPORT OF PROGRAMS

$16,000
Garlinghouse Foundation Inc

Heber Springs, AR

PURPOSE: CHARITABLE

$6,000
View Grant Recipient Profile

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