Plan a Foundation Inc

Private foundation · Grantmaker Newport Beach, CA EIN: 82-3727639

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.

Key facts about Plan a Foundation Inc

In short: Plan a Foundation Inc gave $22K across 3 grants in 2024 (avg $7K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
82-3727639
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$21,500
Grants made (2024)
3
Average grant
$7,167
Median grant
$5,000
Total assets
$961,609
Primary geography
California (93% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

IrvineBoulderCosta MesaLos Angeles

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants2020 0 grants2021 0 grants2022 4 grants2023 3 grants2024

From 2023 to 2024, annual grant giving ranged from $22K (2024) to $26K (2023). In 2024 it made 3 grants totaling $22K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Taca: $15KTaca$15KOrange County Museum of Art: $5KOrange County Museum of Art$5KBlue Sky Bridge: $2KBlue Sky Bridge$2K

The largest 2024 recipient was Taca ($15K). Together the top 3 received $22K.

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Taca Irvine, CAAdvance Educational Initiatives of Taca$15,000
Orange County Museum of Art Costa Mesa, CAAdvance Educational Initiatives of Ocma$5,000
Blue Sky Bridge Boulder, COAdvance Educational Initiatives of Blue Sky Bridge$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

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