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.
Foundation for Legacy Planning Inc at a glance
- Total assets
- $1,691,876
- +28.0% vs 2024
- Revenue (2025)
- $478,591
- +316.7% vs 2024
- Net investment income (2025)
- $95,441
- -8.6% vs 2024
- Expenses (2025)
- $121,633
- +18.0% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Foundation for Legacy Planning Inc funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10K (2020) to $15K (2022). In 2024 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart for Africa Roswell, GA | Annual Campaign | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,691,876 | $478,591 | $121,633 | — | — | $95,441 |
| 2024 | $1,321,474 | $114,844 | $103,088 | $10,000 | 1 | $104,434 |
| 2023 | $1,320,829 | $414,584 | $101,594 | $10,000 | 1 | $100,237 |
| 2022 | $1,001,188 | $373,964 | $70,037 | $15,000 | 1 | $61,676 |
| 2021 | $694,618 | $57,319 | $50,419 | $10,000 | 1 | $50,071 |
| 2020 | $685,495 | $507,832 | $29,122 | $10,000 | 1 | $20,954 |
| 2019 | $204,479 | $205,269 | $3,838 | — | — | $269 |
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.
Focus Areas
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS March 9, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Foundation for Legacy Planning Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Foundation for Legacy Planning Inc's focus areas in our free grants database
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Foundation for Legacy Planning Inc down — hundreds of funders to go?