Public Charity

The Legacy Foundation At Shell Point Inc

The Legacy Foundation At Shell Point Inc is a Public Charity headquartered in Fort Myers, FL. Financial data from the 2025 filing: $4.4M revenue, $3.3M expenses, $5.2M total assets. IRS filings disclose 8 grants awarded by this foundation, totaling roughly $50.7M.

EIN: 800002415 Fort Myers, FL Public Foundations NTEE: T30 Latest filing: 2025
Total Revenue$4.4M
Total Expenses$3.3M
Total Assets$5.2M
Grants Given8
Grant Total$50.7M
Filing Years2021–2025

Mission

TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY.

Sample Grants Given

Fort Myers, FL · 2024
OPERATIONS SUPPORT
$2,232,772
Fort Myers, FL · 2023
Operations Support
$3,738,037
Fort Myers, FL · 2022
operations support
$3,575,925
Fort Myers, FL · 2021
operations support
$6,882,907
Fort Myers, FL · 2020
operations support
$6,782,304

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

Director Archie L White Sr
VP of Finance/CFO/Asst Treas Burke Rainey
Executive Director Jeffrey Cory
Secretary/Treasurer John W Davidson
President/CEO/Asst Secretary Martin C Schappell
Director Rev Charles B Dewitt

Officer compensation and complete director data available with membership.

Top Grant Purposes

operations support
$39,344,734 4 grants
charitable
$5,428,020 2 grants
Operations Support
$3,738,037 1 grant
OPERATIONS SUPPORT
$2,232,772 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $4.4M $3.3M $5.2M
2024 $4.3M $4.5M $3.9M
2023 $4.7M $5.7M $5.0M
2022 $5.9M $7.5M $5.5M
2021 $4.9M $7.4M $7.2M

Between 2021 and 2025, reported annual revenue declined from $4.9M to $4.4M (-11%), with total assets most recently reported at $5.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL.

FL

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for The Legacy Foundation At Shell Point Inc

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