NonprofitsThe Legacy Foundation At Shell Point Inc

Public Foundations

The Legacy Foundation At Shell Point Inc

FORT MYERS, FL

Total revenue

$4.3M

Total expenses

$4.5M

Net assets

$2.9M

Grants received

$8.3M

52 grants

EIN

800002415

Tax year

2023

Mission

To serve and support the christian and missionary alliance foundation, inc. D/b/a shell point retirement community.

Programs

2 programs

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.

Expenses: $358K

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

Expenses: $101K

Financials

FY 2023

Revenue

Contributions & grants$4.0M
Program service revenue$331K
Investment income
Other revenue
Total revenue$4.3M

Expenses

Grants paid$3.7M
Salaries & benefits$631K
Fundraising$227K
Other expenses$148K
Total expenses$4.5M
Total assets$3.9M
Net assets$2.9M

People

7 listed

NameRoleCompensation

WANDA ANDERSON

Chairman

Board

0.5 hrs/wk

ARCHIE L WHITE SR

Director

Board

0.5 hrs/wk

JOHN W DAVIDSON

Secretary/Treasurer

Board

0.5 hrs/wk

BURKE RAINEY

VP of Finance/CFO/Asst Treas

Board

0.5 hrs/wk

MARTIN SCHAPPELL

President/CEO/Asst Secretary

Board

0.5 hrs/wk

REV CHARLES B DEWITT

Director

Board

0.5 hrs/wk

JEFF CORY

Executive Director

Staff

$226K

40 hrs/wk

Grants received

Showing 52 of 52

FromAmountPurposeYear
$365K
GIVING AND GENEROSITY
2024
$22K
GENERAL OPERATING SUPPORT
2024
$10K
VARIOUS PROGRAMS
2024
$41K
PUBLIC, SOCIETAL BENEFIT
2023
$25K
SUPPORT OF PROGRAMS
2023
$24K
For grant recipient's exempt purposes
2023
$22K
GENERAL OPERATING SUPPORT
2023
$15K
VARIOUS PROGRAMS
2023
$13K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$10K
SOCIAL SERVICES & WELFARE
2023
$5K
GENERAL SUPPORT
2023
$400
GENERAL SUPPORT
2023
$91K
For grant recipient's exempt purposes
2022
$40K
SUPPORT OF PROGRAMS
2022
$38K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$31K
GENERAL SUPPORT
2022
$26K
GENERAL OPERATING SUPPORT SPECIFIC PROGRAM
2022
$25K
CHARITABLE GIFT
2022
$10K
GENERAL SUPPORT
2022
$10K
PUBLIC, SOCIETAL BENEFIT
2022
$1K
GENERAL SUPPORT
2022
$1.6M
For grant recipient's exempt purposes
2021
$1.6M
For grant recipient's exempt purposes
2021
$147K
For recipient's exempt purpose
2021
$30K
GEN OP SUP/SPE PGRAM
2021
$16K
SUPPORT OF PROGRAMS
2021
$1K
GENERAL SUPPORT
2021
$1.1M
For grant recipient's exempt purposes
2020
$150K
CHARITABLE PURPOSE
2020
$129K
PUBLIC, SOCIETAL BENEFIT
2020
$50K
HEALTH CARE FACILITY AT THE SHELL POINT RTRMNT CMTY OF THE CMA
2020
$31K
PUBLIC, SOCIETAL BENEFIT
2020
$17K
Vision 2020-Larsen Health Ctr
2020
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$10K
SUPPORT OF PROGRAMS
2020
$1.8M
For grant recipient's exempt purposes
2019
$16K
PUBLIC, SOCIETAL BENEFIT
2019
$10K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2019
$1K
GENERAL SUPPORT
2019
$41K
HEALTH & HUMAN SERVICES
2017
$15K
PUBLIC, SOCIETAL BENEFIT
2017

Funded by

$8.3M from 20 funders · 52 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$6.3M · 6 grants · 2019–2023

Vine And Branches Foundation Inc

$510K · 4 grants · 2022–2023

Natl Christian Charitable Fdn Inc

$417K · 3 grants · 2022–2024

Vanguard Charitable Endowment Program

$207K · 4 grants · 2020–2023

Domanada Foundation

$150K · 1 grant · 2020

National Philanthropic Trust

$144K · 2 grants · 2017–2020

Donor Advised Charitable Giving Inc

$139K · 5 grants · 2017–2023

Southwest Florida Community Foundation

$120K · 5 grants · 2020–2024

Details

EIN800002415
NTEE codeT30
Subsection03
Ruling date2002-10
Formed2002
Employees9
Volunteers5
THE LEGACY FOUNDATION AT SHELL POINT INC — Mission, Financials & Grants Received | Grantivo