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.
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
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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.
Here's the math on researching Plan a Foundation Inc by hand.
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