Florida · Nonprofit
The Legacy Foundation At Shell Point Inc
The Legacy Foundation At Shell Point Inc (Florida) receives grants from 27 organizations whose IRS filings report $8,222,674 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($4,672,809). 16 of them have funded it in more than one year, and 75% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $4.4M
- Funders on record
- 27
- Grants received
- $8.2M
- Net assets
- $4.0M
What The Legacy Foundation At Shell Point Inc does
Mission
To serve and support the christian and missionary alliance foundation, inc. D/b/a shell point retirement community.
As stated on its FY2025 Form 990.
Programs
The organization obtains funding to enhance the programs and services provided by the christian and missionary alliance foundation, inc.
$2,474,555 spentof which $2,232,772 as grants92% of program spendingThe 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.
$189,026 spent$305,693 earned by the program7% of program spendingIn addition to providing daily money management services, the organization serves in a fiduciary role for residents of shell point retirement community.
$26,353 spent$42,618 earned by the program1% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $2,689,934.
The organization over time
Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $13M to $9.6M (−28%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
92% of The Legacy Foundation At Shell Point Inc’s revenue is contributions — more donation-reliant than the typical peer (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jeffrey Cory
Executive Director
Board chair
Wanda Anderson
Chairman
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 4 funders to 11 funders, grant income rose $179k → $631k.
15 of 27 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 75% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of The Legacy Foundation At Shell Point Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
The Legacy Foundation At Shell Point Inc leans on a few funders — its largest provides 57% of grant income and the top three 75%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
75% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund The Legacy Foundation At Shell Point Inc.
Largest funder’s share by year: 2017 80% · 2018 54% · 2019 52% · 2020 87% · 2021 80% · 2022 53% · 2023 67% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
43% of The Legacy Foundation At Shell Point Inc's funders are still giving 3 years after their first grant; 59% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
75% of The Legacy Foundation At Shell Point Inc's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $2.0M that is directly attributable, 91% of it comes from funders outside Florida, across 8 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $6.2M arriving through sponsors registered in 11 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
The Legacy Foundation At Shell Point Inc runs a healthier operating margin than half of the 1,504 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 1,504 philanthropy nonprofits $1M–$10M, FY2025
Organizations like The Legacy Foundation At Shell Point Inc
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Florida
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
82% of spending goes to programs.
Governance
Public support
82%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 2 related entities
- The Christian and Missionary Alliance Foundation Inc · exempt
- Alliance Community for Retirement Living · exempt
Screen this organization
A dated, signed PDF of the compliance screen for The Legacy Foundation At Shell Point Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds The Legacy Foundation At Shell Point Inc?
- The Legacy Foundation At Shell Point Inc (Florida) receives grants from 27 organizations whose IRS filings report $8,222,674 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($4,672,809). 16 of them have funded it in more than one year, and 75% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does The Legacy Foundation At Shell Point Inc have?
- IRS filings report 27 organizations giving $8,222,674 in grants to The Legacy Foundation At Shell Point Inc, 16 of which have funded it in more than one year.
- Who is the largest funder of The Legacy Foundation At Shell Point Inc?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $4,672,809 in grants. The full list of funders is on this page.
- How can an organization like The Legacy Foundation At Shell Point Inc find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2018–2025), and the filings of 27 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing