From public IRS filings
The Legacy Foundation at Shell Point
FORT MYERS, FL · Philanthropy & Voluntarism
Built from IRS filings (latest Form 990: tax year 2023). The Legacy Foundation at Shell Point has not reviewed or approved this page. Kindora is not affiliated with it.
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Mission
TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY.
Financials (IRS Form 990)
Total revenue
$4.3M
Total expenses
$4.5M
Total assets
$3.9M
Program expense ratio
93%
Source: IRS Form 990, tax year 2023.
Who funds The Legacy Foundation at Shell Point
$4.3M in foundation grants on record from 19 funders — matched from IRS 990 grant line items. Some matches may be approximate.
| Funder | Total given | Grants |
|---|---|---|
| Fidelity Investments Charitable Gift Fund | $1.8M | 4 |
| Jon L & Beverly A Thompson Foundation | $1M | 1 |
| Vine and Branches Foundation Inc C/O the Legacy Group | $510K | 4 |
| Natl Christian Charitable Fdn | $391K | 2 |
| Vanguard Charitable Endowment Program | $203K | 4 |
| Southwest Florida Community Foundation | $100K | 4 |
| Lawson Family Charitable Foundation C/O John K Lawson | $98K | 4 |
| Donor Advised Charitable Giving | $51K | 2 |
| Almira Family Foundation | $50K | 1 |
| Paypal Charitable Giving Fund | $31K | 1 |
Leadership
Burke Rainey — VP of Finance/CFO (Principal officer)
Names of officers and trustees come from the organization's public filings and leave this page when a later filing drops them. If you are named here and object, write to privacy@kindora.co.