Nonprofit · EIN 82-2359674
FOUNDATION FOR LEGACY PLANNING INC
Tax-exempt · ST AUGUSTINE, FL 32086
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 (amended) | $478,591 | $121,633 | $356,958 | $1,691,876 | $18,231 | $1,673,645 |
| December 31, 2024 | 990 | $114,844 | $103,088 | $11,756 | $1,321,474 | $4,760 | $1,316,714 |
| December 31, 2023 | 990 | $414,584 | $101,594 | $312,990 | $1,320,829 | $15,871 | $1,304,958 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $383,150
- Program service revenue
- $0
- Investment income
- $95,441
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $400
- Accounting fees
- $1,500
- Occupancy
- $10,250
- Program services (functional)
- $100,417
- Management and general (functional)
- $21,216
Balance sheet and other
- Total assets, start of year
- $1,321,447
- Total assets, end of year
- $1,691,876
- Total liabilities, end of year
- $18,231
- Net assets, end of year
- $1,673,645
- Publicly traded securities
- $1,480,285
- Net assets without donor restrictions
- $227,935
- Net assets with donor restrictions
- $1,445,710
- Gross receipts
- $478,591
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2017
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsay Harkness | Director Trustee or director | 2 | $0 |
| Allan Harkness | CEO Trustee or director, Officer, Key employee | 15 | $0 |
| Margaret Harkness | CFO Trustee or director, Officer, Key employee | 15 | $0 |
| Allison Harkness-Holt | Secretary Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsay Harkness | Director Trustee or director | 2 | $0 |
| Allan Harkness | CEO Trustee or director, Officer, Key employee | 15 | $0 |
| Margaret Harkness | CFO Trustee or director, Officer, Key employee | 15 | $0 |
| Allison Harkness-Holt | Secretary Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsay Harkness | Director Trustee or director | 2 | $0 |
| Allan Harkness | CEO Trustee or director, Officer, Key employee | 15 | $0 |
| Margaret Harkness | CFO Trustee or director, Officer, Key employee | 15 | $0 |
| Allison Harkness-Holt | Secretary Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4475 US HIGHWAY 1 S STE 206, ST AUGUSTINE, FL 32086-3203
- Mailing address (990-N for 2018)
- 4475 US Hwy 1 South Suite 207, Saint Augustine FL 32086
- Principal officer (990 for 2025)
- Allan Harkness, 4475 US Highway 1 S Ste 206, Saint Augustine, FL 32086
- Principal officer (990-N for 2018)
- Allan Harkness, 4475 US Hwy 1 South Suite 207, Saint Augustine FL 32086
- Signed the 990
- Margaret Harkness, Chief Financial Officer
- Phone
- (904) 679-4586
- Website
- legacyplan.org
Mission
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.
Program accomplishments
- 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. During 2019 we began operating funds for this purpose and conducted numerous educational sessions for Advisors and Donors in support of our mission.Expenses $100,417 · grants $10,000 · revenue $94,343
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-2359674
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $1,691,876
- Income (IRS master file)
- $478,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $475,511 | $116,152 | $1,694,277 | XML |
| 990 | December 2024 | $114,844 | $103,088 | $1,321,474 | XML |
| 990 | December 2023 | $414,584 | $101,594 | $1,320,829 | XML |
| 990 | December 2022 | $373,964 | $70,037 | $1,001,188 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-N for 2018 Officer: Allan Harkness | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2359674).
Questions about FOUNDATION FOR LEGACY PLANNING INC
- What is the EIN of FOUNDATION FOR LEGACY PLANNING INC?
- The employer identification number (EIN) of FOUNDATION FOR LEGACY PLANNING INC is 82-2359674.
- Is FOUNDATION FOR LEGACY PLANNING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to FOUNDATION FOR LEGACY PLANNING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR LEGACY PLANNING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR LEGACY PLANNING INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR LEGACY PLANNING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FOUNDATION FOR LEGACY PLANNING INC?
- The 990 for the year ended December 31, 2025 names Allan Harkness.
- Who are the officers and directors of FOUNDATION FOR LEGACY PLANNING INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR LEGACY PLANNING INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $478,591, expenses of $121,633 and total assets of $1,691,876 at year end.
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