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. 44 publicly reported grants to this organization, totaling roughly $7.7M, appear in IRS filings.

EIN: 800002415 Fort Myers, FL Latest filing: 2025
Total Revenue$4.4M
Total Expenses$3.3M
Total Assets$5.2M
Grant Records44
Funding Total$7.7M
Filing Years2021–2025

Mission

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

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

For grant recipient's exempt purposes
$6,314,609 7 grants
GIVING AND GENEROSITY
$365,000 1 grant
PUBLIC, SOCIETAL BENEFIT
$247,200 7 grants
For recipient's exempt purpose
$146,500 1 grant
CHARITABLE GIFT
$110,000 3 grants

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.

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