2025-03-11T15:48:50-07:00 2024-12-31 990 2024-01-01 822359674 FOUNDATION FOR LEGACY PLANNING INC FOUN 9046794586 4475 US Highway 1 S Ste 206 Saint Augustine FL 32086 Margaret Harkness Chief Financial Officer 9046794586 2025-03-11 1 2024 2025-03-06 01:10:19Z Allan Harkness 4475 US Highway 1 S Ste 206 Saint Augustine FL 32086 114844 0 X legacyplan.org X 2017 DE Through education and counseling we assist donors 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. 4 4 0 2 0 0 314347 10410 0 0 100237 104434 0 0 414584 114844 10000 15000 0 0 0 0 0 0 0 91594 88088 101594 103088 312990 11756 1320829 1321474 15871 4760 1304958 1316714 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. 0 0 77250 15000 104205 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. 0 0 0 77250 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK FL GA KS MN MO NC SC X X X Margaret Harkness 9046794586 4475 US Highway 1 S Ste 206 Saint Augustine FL 32086 X Lindsay Harkness Director 2 X 0 0 0 Allan Harkness CEO 15 0 X X X 0 0 0 Margaret Harkness CFO 15 X X X 0 0 0 Allison Harkness-Holt Secretary 2 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10410 0 10410 0 0 0 0 0 104434 104434 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 114844 104434 0 0 X 15000 15000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4090 4090 0 0 150 0 150 0 1500 0 1500 0 0 0 0 0 0 0 3665 3665 0 0 4303 0 4303 0 0 0 0 0 3948 0 3948 0 4977 0 4977 0 0 0 0 0 10250 0 10250 0 622 622 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Bank Fees 88 0 88 0 54495 54495 103088 77250 25838 0 8410 7869 0 165234 0 0 0 2237 0 0 0 0 0 0 0 0 0 0 1269251 1103693 43168 42441 0 0 0 0 0 0 1320829 1321474 15871 4760 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15871 4760 X 87808 254154 1217150 1062560 1304958 1316714 1320829 1321474 11756 0 0 0 0 0 X 0 0 0 X 486878 7248 312288 314347 10410 1131171 486878 7248 312288 314347 10410 1131171 1131171 20954 50071 61676 100237 104205 337143 1468314 0.77039 0.85056 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2 0 10410 15000 0 46122 1186439 1 1 1 Heart for Africa PO Box 1308 Roswell GA 30077 364509500 10000 Annual Campaign 2 0 Schedule I, Part I, Line 2 Our staff reviews all Grant applications and confirms the current charitable status of the Grantee using public websites to confirm the Grantee's charitable status. This includes the IRS Tax Exempt Organization Search tool available at https://apps.irs.gov/app/eos/, and other public sources for entity verification such as Candid 990 Finder https:candid.org/research-and verify-nonprofits/990-finder. Form 990, Part VI, Section A, Line 2 Allan Harkness CEO and Margaret Harkness CFO are husband and wife. Allison Harkness-Holt and Lindsay Harkness are the children of Allan Harkness CEO and Margaret Harkness CFO. Form 990, Part VI, Section A, Line 6 Allan and Margaret are members of the Corporation. Form 990, Part VI, Section A, Line 7a Members appoint officers. Form 990, Part VI, Section A, Line 7b The members of the corporation have the right appoint the officers and directors of the corporation. The Board of Directors governs the activities of the corportation. Form 990, Part VI, Section B, Line 11b Board members review the 990 at an annual meeting prior to submission. Form 990, Part VI, Section B, Line 12c Members discussed business relationship of directors and officers annually to determine any conflicts and how to resolve. Form 990, Part VI, Section B, Line 15 No compensations is currently paid to officers or directors no comparability study is required until such time as revenue permits compensation to be paid. Form 990, Part VI, Section C, Line 19 Documents were made available when donations were made. Form 990, Part IX, Line 24e Pooled Income Fund Beneficiary Expense LEGACY POOLED INCOME FUND Q 4475 US HWY 1 S STE 206 ST AUGUSTINE FL 32086 846772256 POOLED INCOME FUND DE FOUNDATION FOR LEGACY PLANNING INC T 869754 1 0 Legacy Pooled Income Fund II 4475 US Highway 1 S Ste 206 Saint Augustine FL 32086 886794012 Pooled Income Fund DE Foundation for Legacy Planning Inc T 316685 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0