Plan a Foundation Inc
Plan a Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $962K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $51K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$962K
-1.4% YoY
Annual Giving
$22K
-17.3% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$7K
+10.3% YoY
About Plan a Foundation Inc
Based on IRS filings
Plan a Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $962K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $51K.
Focus Areas
Ready to take the next step with Plan a Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $961,609 | $975,207 | $1,007,937 |
| Revenue | $58,703 | $13,682 | $-19,114 |
| Expenses | $52,966 | $36,078 | $48,286 |
| Qualifying Distributions | $45,172 | $30,866 | $41,112 |
| Net Investment Income | $50,909 | $15,453 | $12,986 |
| 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 3 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Taca ($15,000), Orange County Museum of Art ($5,000), Blue Sky Bridge ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BLUE SKY BRIDGE BOULDER, CO | ADVANCE EDUCATIONAL INITIATIVES OF BLUE SKY BRIDGE | $1,500 |
| ORANGE COUNTY MUSEUM OF ART COSTA MESA, CA | ADVANCE EDUCATIONAL INITIATIVES OF OCMA | $5,000 |
| TACA IRVINE, CA | ADVANCE EDUCATIONAL INITIATIVES OF TACA | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| INNA KASSATKINA | PRESIDENT | 1 | — |
| OLGA SMIRNOVA | VICE-PRESIDENT & SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Plan a Foundation Inc?
Plan a Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $962K in total assets as of 2024.
How large is Plan a Foundation Inc?
As of 2024, Plan a Foundation Inc holds $962K in total assets with $59K in annual revenue. It awarded 3 grants totaling $22K in 2024.
Where does Plan a Foundation Inc operate?
Plan a Foundation Inc has awarded grants in California, Colorado.
What size grants does Plan a Foundation Inc award?
In 2024, Plan a Foundation Inc awarded 3 grants totaling $22K — an average of about $7K per grant, based on its IRS Form 990 filings.
What is Plan a Foundation Inc's EIN?
Plan a Foundation Inc's EIN (Employer Identification Number) is 82-3727639. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Plan a Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Croul Family Foundation
IRVINE, CA
Assets
$24.0M
Grants
72
Total Given
$1.4M
The Cashion Foundation
NEWPORT BEACH, CA
Assets
$2.2M
Grants
41
Total Given
$110K
Macgillivray Family Foundation
LAGUNA BEACH, CA
Assets
$32K
Grants
38
Total Given
$162K
Silicon Valley Community Foundation
MOUNTAIN VIEW, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Orange County Community Foundation
IRVINE, CA
Assets
$688.2M
Grants
894
Total Given
$80.3M
Samueli Foundation
CORONA DEL MAR, CA
Assets
$62.2M
Grants
366
Total Given
$80.6M
The Confidence Foundation
PASADENA, CA
Assets
$106.5M
Grants
215
Total Given
$4.5M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
Kline Family Foundation
DALLAS, TX
Assets
$1.8M
Grants
60
Total Given
$253K
Oneoc
SANTA ANA, CA
Assets
$7.9M
Grants
56
Total Given
$1.9M
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.