Plan of Pa Foundation
Public records show a registered, tax-exempt organization in good standing.
What it says it does
THE PLAN OF PA FOUNDATION EXISTS FOR THE DUAL PURPOSE OF ASSISTING PLANNED LIFETIME ASSISTANCE NETWORK (PLAN OF PA) TO REALIZE ITS VISION AS WELL AS ACTING AS STEWARD FOR THE MONETARY DONATIONS MADE TO PLAN OF PA TO ADVANCE ITS MISSION. PLAN OF PA'S MISSION IS AS FOLLOWS: THROUGH TRUST SERVICES AND CARE MANAGEMENT, PLAN OF PA CONNECTS CLIENTS LIVING WITH DISABILITIES TO SECURITY, RESOURCES, AND SUPPORT.IN ITS ROLE TO INCREASE AWARENESS ABOUT THE KEY SERVICES PLAN OF PA PROVIDES, THE FOUNDATION PERIODICALLY SPONSORS EVENTS, SUPPORTS MARKETING EFFORTS AND LEADS GRANT WRITING ACTIVITIES TO RAISE AWARENESS REGARDING THE KEY SERVICES PLAN OF PA OFFERS.
- Income
- $11,379
- Spending
- $4,850
- Reserves
- Over 10 years of spending
- Largest source of income
- investment income, 100%
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- TO FULFILL THE ROLE OF STEWARD OF DONATED RESOURCES, THE FOUNDATION MONITORS INVESTED FUNDS TO BUILD RESOURCES FOR THE FUTURE; EVALUATES DISBURSEMENT REQUESTS FROM PLAN OF PA; FOLLOWS IT'S SPENDING POLICY AND REGULARLY INTERFACES WITH PLAN OF PA'S OPERATIONAL LEADERSHIP AND THE PLAN OF PA BOARD OF DIRECTORS. INTERFACE BETWEEN THE PLAN OF PA BOARD AND FOUNDATION BOARD OF DIRECTORS IS CONTINUOUS AND PRODUCTIVE TO ASSURE PROPER DISBURSEMENT OF FUNDS, INVESTMENT OF ASSETS AND PROMOTION OF THE MISSION TO REALIZE THE VISION OF PLAN OF PA.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since December 2006.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.