Foundation for Legacy Planning Inc
Through education and counseling we assist donors and advisors in determining suitable vehicles for fulfilling their charitable intentions. We also help donors ensure their gifts to charity are funded using cost effective mechanisms such as donor advised funds or pooled income funds.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+0.0% YoY
Annual Giving
$10K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
About Foundation for Legacy Planning Inc
Based on IRS filings
Foundation for Legacy Planning Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT AUGUSTINE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $104K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,321,474 | $1,320,829 | $1,001,188 |
| Revenue | $114,844 | $414,584 | $373,964 |
| Expenses | $103,088 | $101,594 | $70,037 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $104,434 | $100,237 | $61,676 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lindsay Harkness | Director | 2 | — |
| Allan Harkness | CEO | 15 | — |
| Margaret Harkness | CFO | 15 | — |
| Allison Harkness-Holt | Secretary | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Foundation for Legacy Planning Inc on Grantable?
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