Plan a Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $5K in total assets. In 2023, it awarded 2 grants totaling $10K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$5K
-3.1% YoY
Annual Giving
$10K
-56.9% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$5K
-13.9% 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 ATLANTA, GA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $5K in total assets. In 2023, it awarded 2 grants totaling $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $5,279 | $5,449 | $29,927 |
| Revenue | $10,000 | $3,002 | $27,002 |
| Expenses | $10,170 | $27,480 | $22,177 |
| Qualifying Distributions | $11,168 | $26,846 | $21,669 |
| Net Investment Income | — | — | — |
| Distributable Amount | $264 | $871 | $1,355 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHERI SCHULZE SHERI SCHULZE SHERI | DIRECTOR | — | — |
| HORST SCHULZE HORST SCHULZE HORST | PRESIDENT | — | — |
| GLENDA WALDSCHMIDT GLENDA WALDSCHMI | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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