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
$358KThe 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
$101KIn addition to providing daily money management services, the organization serves in a fiduciary role for residents of shell point retirement community.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$4.3M
Total Expenses
$4.5M
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
6 grants
Grant Size Distribution
6 grants
Geographic Focus
1 states
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