Funder DirectoryThe Legacy Foundation At Shell Point Inc
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Grantmaking public charityEIN 800002415

The Legacy Foundation At Shell Point Inc

Fort Myers, FL 33908

Total Assets

$3.9M

FY 2023

Annual Giving

$3.7M

FY 2023

Grants Made

1

FY 2023

Avg Grant

$3.7M

FY 2023

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

$358K

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 an results are detailed periodically in various organizational publications and an annual community report.

Program 2

$101K

In addition to providing daily money management services, the organization serves in a fiduciary role for residents of shell point retirement community.

Focus Areas

Public Foundations

Financial Snapshot

2023 filing

Total Revenue

$4.3M

Total Expenses

$4.5M

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $22.1M in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
$50–250K
$250K–1M
$1–5M
3
grants
$5M+
3
grants

Geographic Focus

1 states

Florida
$47.4M
100% of total

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The Legacy Foundation At Shell Point Inc — Grants, Financials & Contact | Grantivo