Plan a Foundation Inc
Plan a Foundation Inc is a private foundation, 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.
Plan a Foundation Inc at a glance
In short: Plan a Foundation Inc gave $22K across 3 grants in 2024 (avg $7K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $21,500
- -17.3% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $7,167
- +10.3% vs 2023
- Median grant
- $5,000
- Total assets
- $961,609
- -1.4% vs 2023
- Primary geography
- California (93% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Plan a Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Taca ($15K). Together the top 3 received $22K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $22K (2024) to $26K (2023). In 2024 it made 3 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Taca Irvine, CA | Advance Educational Initiatives of Taca | $15,000 |
| Orange County Museum of Art Costa Mesa, CA | Advance Educational Initiatives of Ocma | $5,000 |
| Blue Sky Bridge Boulder, CO | Advance Educational Initiatives of Blue Sky Bridge | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $961,609 | $58,703 | $52,966 | $21,500 | 3 | $45,172 | $50,909 |
| 2023 | $975,207 | $13,682 | $36,078 | $26,000 | 4 | $30,866 | $15,453 |
| 2022 | $1,007,937 | $-19,114 | $48,286 | — | — | $41,112 | $12,986 |
| 2021 | $1,061,247 | $235,584 | $49,951 | — | — | $43,330 | $228,612 |
| 2020 | $875,860 | $12,786 | $32,256 | — | — | — | $14,656 |
Leadership & Key People
Officers and directors from IRS filings
Plan a Foundation Inc is led by Inna Kassatkina, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Inna Kassatkina
President
On filings since 2020
1 hr/week
No compensation reported
Olga Smirnova
Vice President & Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Plan a Foundation Inc
How much does Plan a Foundation Inc give each year?
Plan a Foundation Inc gave $22K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $26K across 4 grants.
What is Plan a Foundation Inc's typical grant size?
Plan a Foundation Inc's median grant in 2024 was $5,000, and its average grant was $7,167, across 3 grants on its 2024 IRS Form 990-PF.
Where does Plan a Foundation Inc give grants?
Plan a Foundation Inc gives mostly in California: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Colorado (7%).
Does Plan a Foundation Inc give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Plan a Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
How large is Plan a Foundation Inc?
Plan a Foundation Inc reported $962K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $59K.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Plan a Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Plan a Foundation Inc's focus areas in our free grants database
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Orange County Museum of Art Fdn 37-XXX-XX-XXXX
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Supporting section 509 (a) (1) organization - invest trust assets and deliver net income generated to the uc irvine langson Orange county museum of art to pay for its operating expenses and to be used for itsexempt purposes.
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Crew-Orange County a California Corporation
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The Paulos Foundation
Fort Worth, TX
The Paulos Foundation made community-purpose grants, with recent awards ranging from $357,000 to $714,000; its 2025 filing reports that it completed its final qualified distributions and filed a plan of termination. Recent grants went to organizations in California and Texas, and the foundation does not accept unsolicited requests, giving only to preselected organizations.
Assets
—
Grants
2
Total Given
$1.1M
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Plan a Foundation Inc down — hundreds of funders to go?