Skip to content
Nonprofiteer
← LEGACYTREE FOUNDATION

Form 990 for tax year 2025

Filed by LEGACYTREE FOUNDATION.

Totals

Total revenue
$8,404,975
Total expenses
$4,283,228
Contributions and grants received
$5,383,458
Grants paid
$1,483,735
Program services expenses (Part IX)
$2,436,561
Management and general expenses
$1,183,108
Fundraising expenses
$663,559
Program service expenses (Part III)
$2,436,561

Program services were 56.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES WOLTER

    PRESIDENT

    Total calculated
    $260,908
    From this org
    $218,178
    From related orgs
    $0
    Other
    $42,730
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $112,000
    Bonus
    $106,178
    Other
    $0
    Deferred
    $41,454
    Nontaxable benefits
    $1,276
    Filer's total
    $260,908

  • EUGENE LINKOUS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGORY WOLTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY SWARTZENDRUBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID BUNKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANETTE BEEBE

    SECRETARY/TREASURER

    Total calculated
    $232,732
    From this org
    $189,477
    From related orgs
    $0
    Other
    $43,255
    Hours/week
    40 + 13 related

    Schedule J breakdown matched by us

    Base
    $112,665
    Bonus
    $76,812
    Other
    $0
    Deferred
    $41,979
    Nontaxable benefits
    $1,276
    Filer's total
    $232,732

  • KIMBERLY KELLEY

    VP OF OPERATIONS

    Total calculated
    $168,967
    From this org
    $139,500
    From related orgs
    $0
    Other
    $29,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $74,688
    Bonus
    $64,812
    Other
    $0
    Deferred
    $28,154
    Nontaxable benefits
    $1,313
    Filer's total
    $168,967

  • KEVIN KIRKPATRICK

    SR. CASE DESIGN SPECIALIST

    Total calculated
    $193,279
    From this org
    $166,895
    From related orgs
    $0
    Other
    $26,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $53,250
    Bonus
    $113,645
    Other
    $0
    Deferred
    $25,034
    Nontaxable benefits
    $1,350
    Filer's total
    $193,279

  • JOHN FRAZIER

    SR. CASE DESIGN SPECIALIST

    Total calculated
    $120,472
    From this org
    $103,810
    From related orgs
    $0
    Other
    $16,662
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION AWARDED BONUSES TO EVERYONE IN THE CURRENT FISCAL YEAR. DISCRETIONARY BONUSES ARE DISCLOSED TO THE BOARD DURING THE YEAR FOR OFFICER PERFORMANCE. THE PRESIDENT HAS BEEN AUTHORIZED BY THE BOARD TO MAKE THESE DECISIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
4 May 2026
IRS schema version
2025v4.1
Source object
202611259349301101

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.