Foundation for Legacy Planning Inc

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.

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

+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

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $55K (100%)

States

Georgia

Cities

Roswell

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Heart for Africa ($10,000).

Recipient	Purpose	Amount
Heart for Africa Roswell, GA	Annual Campaign	$10,000

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Foundation for Legacy Planning Inc?

Foundation for Legacy Planning Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT AUGUSTINE, FL. It holds $1.3M in total assets as of 2024.

How large is Foundation for Legacy Planning Inc?

As of 2024, Foundation for Legacy Planning Inc holds $1.3M in total assets with $115K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Foundation for Legacy Planning Inc operate?

Foundation for Legacy Planning Inc has awarded grants in Georgia.

What size grants does Foundation for Legacy Planning Inc award?

In 2024, Foundation for Legacy Planning Inc awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

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 2020–2024.