Foundation for Legacy Planning Inc logo

Foundation for Legacy Planning Inc

Public charity · Grantmaker Saint Augustine, FL EIN: 82-2359674 Website

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.

Key facts about Foundation for Legacy Planning Inc

EIN
82-2359674
Latest 990 filing
Form 990, 2025
Total assets
$1,691,876

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.7M

+28.0% YoY

Revenue

$479K

+316.7% YoY

Net Investment Income

$95K

-8.6% YoY

Expenses

$122K

+18.0% YoY

How Foundation for Legacy Planning Inc gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Foundation for Legacy Planning Inc

Based on IRS filings

Foundation for Legacy Planning Inc is a public charity, based in Saint Augustine, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. Net investment income was $95K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Roswell

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $10K (2020) to $15K (2022). In 2024 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,691,876$1,321,474$1,320,829
Revenue$478,591$114,844$414,584
Expenses$121,633$103,088$101,594
Net Investment Income$95,441$104,434$100,237

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2025 (received by the IRS March 9, 2026)
  2. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Foundation for Legacy Planning Inc is led by Allan Harkness, CEO on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Allan Harkness

    CEO

    On filings since 2019

    15 hrs/week

    No compensation reported

  • Lindsay Harkness

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Allison Harkness-Holt

    Secretary

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Margaret Harkness

    CFO

    On filings since 2019

    15 hrs/week

    No compensation reported

Former officers (1)
  • Former: Michael Crough (2019–2021) — Director of Marketing

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Foundation for Legacy Planning Inc

How large is Foundation for Legacy Planning Inc?

Foundation for Legacy Planning Inc reported $1.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $479K.

Where does Foundation for Legacy Planning Inc operate?

Foundation for Legacy Planning Inc has awarded grants in Georgia.

What is Foundation for Legacy Planning Inc's EIN?

Foundation for Legacy Planning Inc's EIN (Employer Identification Number) is 82-2359674. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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