EIN 80-0002415

The Legacy Foundation At Shell Point

IRS 501(c) type
501(c)(3)
Num. employees
9
State
Year formed
2002
Most recent tax filings
2021-06-01
Description
To serve and support The Christian and missionary alliance Foundation, Inc. d/b/a Shell Point retirement community. To serve and support The Christian & Missionary Alliance Foundation, Inc. d/b/a Shell Point Retirement Community.
Related structure
The Legacy Foundation At Shell Point is a subordinate organization under Shell Point Retirement Community.
Total revenues
$4,918,874
2021
Total expenses
$7,404,398
2021
Total assets
$7,153,886
2021
Num. employees
9
2021

Program areas at The Legacy Foundation At Shell Point

The organization obtains funding to enhance The programs and services provided by The christian and missionary alliance Foundation, Inc.
In addition to providing daily money management services, The organization serves in a fiduciary role for residents of Shell Point retirement community.
The organization provided philanthropic, financial and estate planning services for its retirement community residents: including daily money management services to 151 residents of Shell Point retirement community and The alliance community for retirement living. The Foundation's programs, services and results are detailed periodically in various organizational publications and an annual community report.

Grants made by The Legacy Foundation At Shell Point

GranteeGrant descriptionAmount
Shell Point Retirement CommunityOperations Support$6,782,304

Who funds The Legacy Foundation At Shell Point

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$1,755,250
National Philanthropic TrustPublic, Societal Benefit$129,000
Domanada FoundationCharitable Purpose$100,000
...and 7 more grants received

Personnel at The Legacy Foundation At Shell Point

NameTitleCompensation
L Burke RaineyVice President of Finance and Chief Financial Officer
Jeff CoryExecutive Director$207,453
Martin SchappellPresident / Chair$0
Wanda AndersonChairman$0
John W DavidsonSecretary and Treasurer$0
...and 2 more key personnel

Financials for The Legacy Foundation At Shell Point

RevenuesFYE 06/2021
Total grants, contributions, etc.$4,512,721
Program services$422,289
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$-16,136
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$4,918,874

Form 990s for The Legacy Foundation At Shell Point

Fiscal year endingDate received by IRSFormPDF link
2020-062021-04-14990View PDF
2019-062021-01-21990View PDF
2018-062019-07-23990View PDF
2016-062017-07-17990View PDF
2015-062016-03-18990View PDF
...and 5 more Form 990s
Data update history
May 8, 2023
Received grants
Identified 1 new grant, including a grant for $50,000 from Charitable FNDN of the Islands
May 25, 2022
Posted financials
Added Form 990 for fiscal year 2020
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $1,050 from Larsen Foundation
September 24, 2021
Received grants
Identified 3 new grant, including a grant for $100,000 from Domanada Foundation
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Grantmaking organizationsHuman service organizationsChapter / child organizationsCharities
Issues
Human servicesCommunity improvement
Characteristics
Funds one specific organizationChristianReligiousProvides grantsConducts researchPartially liquidatedFundraising eventsTax deductible donations
General information
Address
15010 Shell Point Blvd
Fort Myers, FL 33908
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Website URL
legacyshellpoint.org/ 
Phone
(239) 466-8484
IRS details
EIN
80-0002415
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P11: Human Services Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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