Legacytree Foundation
LegacyTree Foundation is a 501(c)(3) nonprofit organization headquartered in Spring Hill, Tennessee (EIN 73-1556664). Founded in 1999, the organization specializes in charitable planned giving and works with financial advisors to help individuals and families structure philanthropic giving while receiving tax benefits. The foundation operates a donor-advised fund and manages charitable planning programs called "LegacyPlans" that enable donors to recommend grants to qualified charitable organizations.
Key facts about Legacytree Foundation
- EIN
- 73-1556664
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,318,563
- Grants made (2025)
- 64
- Average grant
- $20,603
- Median grant
- $12,000
- New grantees (estimate)
- 47% first-time grantees (30 of 64, 2025)
- Total assets
- $78,503,886
- Primary geography
- Tennessee (36% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Legacytree Foundation funds
By grant dollars, the top recipient states for Legacytree Foundation's 64 itemized 2025 grants were Tennessee (36%), Florida (14%) and Pennsylvania (10%). The most frequent recipient cities were Nashville, TN (6 grants), Chambersburg, PA (3 grants), Cumming, GA (2 grants) and Brentwood, TN (2 grants). None of its 64 grants with a stated purpose were described as general or operating support.
Is Legacytree Foundation open to new grantees?
47%
first-time grantees, 2025
In 2025, 30 of 64 grantees (47%) were first-time recipients. First grants averaged $18K; repeat grants $23K. How we count
Medians: $12K first-time, $12K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Legacytree Foundation
- How to evaluate Legacytree Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Legacytree Foundation with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$78.5M
+4.1% YoY
Annual Giving
$1.3M
+49.6% YoY
Grant Count
64
+56.1% YoY
Avg Grant Size
$21K
-4.1% YoY
Mission & Focus Areas
Mission: To provide spiritual, physical, and humanitarian aid to those in need.
Vision: To realize the lasting impact when individuals and families intentionally pass on personal and charitable legacies that strengthen communities and inspire hope.
The foundation supports organizations working in three primary areas:
- Spiritual Support through faith-based organizations
- Physical Care through services such as food, shelter, and medical aid
- Humanitarian Relief through education, restoration, and community programs
Grantmaking
LegacyTree Foundation distributes grants through two mechanisms:
Ready to take the next step with Legacytree Foundation?
Geographic Focus
Where this funder awards grants
LegacyTree Foundation works in 47 states across the United States, supporting organizations locally, nationally, and globally.
Grant Distribution by State
Share of all 64 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2025:
- Total Revenue: $8,404,975
- Total Expenses: $4,283,228
- Net Income: $4,121,747
- Total Assets: $78,500,000
- Total Liabilities: $59,400,000
- Net Assets: $19,086,663
Revenue Composition (2025):
- Contributions: $5,383,458 (64.1%)
- Investment Income: $2,527,496 (30.1%)
Historical Assets:
- 2023: $75,564,262
- 2022: $75,938,646
- 2021: $69,146,571
The foundation operates a donor-advised fund through which donors can direct the distribution or investment of funds.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $78,503,886 | $75,396,838 | $75,564,262 |
| Revenue | $8,404,975 | $4,496,829 | $4,244,160 |
| Expenses | $4,283,228 | $2,121,069 | $2,863,648 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,618,469 | $2,243,017 | $2,055,344 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 5, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
218 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Feed America First ($116,163), Bridge to Hope Woc Inc ($100,000), Send Musicians to Prison ($84,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FEED AMERICA FIRST Franklin, TN | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $116,163 |
| BRIDGE TO HOPE WOC INC Cutler Bay, FL | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $100,000 |
| SEND MUSICIANS TO PRISON Nashville, TN | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $84,000 |
| FREEDOM'S PROMISE Nashville, TN | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $60,000 |
| DANITA'S CHILDREN Orlando, FL | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $54,000 |
| MERCY MULTIPLIED Nashville, TN | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $50,000 |
| CHARLES R DREW UNIVERSITY OF MEDICINE Los Angeles, CA | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $45,000 |
| HORIZON CHRISTIAN ACADEMY Cumming, GA | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $40,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL Memphis, TN | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $34,207 |
| THE SPRING BRETHEN IN CHRIST Chambersburg, PA | TO PROVIDE SPIRITUAL, PHYSICAL, AND HUMANITARIAN AID TO THOSE IN NEED | $34,023 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board and Officers (as of 2024-2025):
- Greg Wolter — President, Director
- James J. Wolter — Director
- Dave Bunker — Director
- Eugene Linkous — Director
- Jeff Swartzendruber — Treasurer, Secretary
- Nanette J. Beebe — Director
Executive Compensation (2024):
- Secretary/Treasurer (Chief Financial Officer): $156,000
- President (Chief Executive Officer): $144,000
The organization maintains a staff of 6 employees.
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Wolter | President | 40 | $218,178 |
| Eugene Linkous Jr | Director | 1 | — |
| Gregory Wolter | Director | 1 | — |
| Jeffrey Swartzendruber | Director | 1 | — |
| David Bunker | Director | 1 | — |
| Nanette Beebe | Secretary/Treasurer | 40 | $189,477 |
| Kimberly Kelley | VP of Operations | 40 | $139,500 |
| Kevin Kirkpatrick | Sr. Case Design Specialist | 40 | $166,895 |
| John Frazier | Sr. Case Design Specialist | 40 | $103,810 |
Contact Information
Address: 3517 Kedron Road, Spring Hill, TN 37174
Phone: (615) 468-8048
Email: info@legacytreefoundation.org
Website: legacytreefoundation.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Legacytree Foundation fund?
**Mission:** To provide spiritual, physical, and humanitarian aid to those in need. **Vision:** To realize the lasting impact when individuals and families intentionally pass on personal and charitable legacies that strengthen communities and inspire hope. The foundation supports organizations working in three primary areas: • **Spiritual Support** through faith-based organizations • **Physical Care** through services such as food, shelter, and medical aid • **Humanitarian Relief** through educ…
How do I apply for a grant from Legacytree Foundation?
LegacyTree Foundation distributes grants through two mechanisms: **Charitable Impact Partners:** The foundation provides ongoing support to a select group of organizations aligned with its mission, including: • Hope International • Mercy Multiplied • Danita's Children • Feed America First • Freedom's Promise **Donor-Recommended Grants:** Individuals and families who establish a LegacyPlan may recommend grants to qualified charitable organizations of their choosing. **Recent Grant Activity (2023…
Where does Legacytree Foundation make grants?
LegacyTree Foundation works in 47 states across the United States, supporting organizations locally, nationally, and globally.
What size grants does Legacytree Foundation award?
In 2025, Legacytree Foundation awarded 64 grants totaling $1.3M — an average of about $21K per grant, based on its IRS Form 990 filings.
What is Legacytree Foundation's EIN?
Legacytree Foundation's EIN (Employer Identification Number) is 73-1556664. IRS Form 990 filing data is available on this page for 2019–2025.
Explore Open Grants
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.