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EIN 80-0002415

The Legacy Foundation At Shell Point

IRS 501(c) type
501(c)(3)
Num. employees
11
City
Fort Myers
State
Florida
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
P11: Human Services Single Organization Support
Description
The Legacy Foundation At Shell Point serves and supports The Christian and Missionary Alliance Foundation, Inc. D/b/a Shell Point Retirement Community through philanthropic, financial, and estate planning services. The organization provides daily money management services to over 150 residents of Shell Point retirement community, as well as serving in a fiduciary role for its residents.
Related structure
The Legacy Foundation At Shell Point is a subordinate organization under Shell Point Retirement Community.
Total revenues
$4,678,915
2023
Total expenses
$5,749,398
2023
Total assets
$4,997,796
2023
Num. employees
11
2023

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 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.
Through The generosity of its retirement
Community residents, an employee
Hurricane relief fund was set up
Through The organization. There were 461
Total recipients who benefited from The
Donated funds. These funds were
Distributed to 72 employees who were
Displaced from their homes, 133
Employees who lost their primary
Vehicle to get to work, and 256
Employees who had significant
Structual damage, roof damage, or
Water intrusion in their homes.

Grants made by The Legacy Foundation At Shell Point

GranteeGrant descriptionAmount
Shell Point Retirement CommunityOperations Support$3,575,925

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$1,641,800
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$1,641,800
Vanguard Charitable Endowment ProgramFor Recipient's Exempt Purpose$146,500
...and 14 more grants received

Personnel at The Legacy Foundation At Shell Point

NameTitleCompensation
Martin C SchappellPresident and Chief Executive Officer and Assistant Secretary$0
Burke RaineyVice President of Finance and Chief Financial Officer and Assistant Treasurer$0
L Burke RaineyVice President of Finance and Chief Financial Officer
Jeff CoryExecutive Director$247,920
John W DavidsonSecretary and Treasurer$0
...and 3 more key personnel

Financials for The Legacy Foundation At Shell Point

RevenuesFYE 06/2023
Total grants, contributions, etc.$4,423,642
Program services$284,379
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$0
Net income from fundraising events$-29,294
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$188
Total revenues$4,678,915

Form 990s for The Legacy Foundation At Shell Point

Fiscal year endingDate received by IRSFormPDF link
2023-062024-03-20990View PDF
2022-062023-03-30990View PDF
2021-062022-03-04990View PDF
2020-062021-04-14990View PDF
2019-062021-01-21990View PDF
...and 8 more Form 990s
Data update history
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $31,200 from Hanser Family Foundation
April 3, 2024
Used new vendors
Identified 1 new vendor, including
January 2, 2024
Received grants
Identified 5 new grant, including a grant for $30,607 from PayPal Giving Fund
October 21, 2023
Received grants
Identified 2 new grant, including a grant for $40,000 from Lawson Family Charitable Foundation
August 11, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsHuman service organizationsRetirement homesChapter / child organizationsCharities
Issues
Human servicesCommunity improvement
Characteristics
Funds one specific organizationChristianReligiousProvides grantsPartially 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
62331: Assisted Living and Continuing Care Retirement Communities
Parent/child status
Subordinate organization
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