Based in Saint Augustine, FL, FOUNDATION FOR LEGACY PLANNING INC operates as a Public Charity. The organization reported $476K in revenue, $116K in expenses, $1.7M in total assets for fiscal year 2025. Imperigo tracks 5 reported grants from this foundation totaling approximately $55K.
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.
How Foundation for Legacy Planning Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Showing up to 5 of 5 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $476K | $116K | $1.7M |
| 2024 | $115K | $103K | $1.3M |
| 2023 | $415K | $102K | $1.3M |
| 2022 | $374K | $70K | $1.0M |
| 2021 | $57K | $50K | $695K |
Between 2021 and 2025, reported annual revenue grew from $57K to $476K (+730%), with total assets most recently reported at $1.7M.
Interactive year-over-year charts and full filing details available with membership.
Grants from this foundation were reported to recipients in GA.
Full geographic grant map with state-by-state breakdown available with membership.
