Planned Lifetime Assistance Network
PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLAND (PLAN OF MA AND RI) IS A NON-PROFIT ORGANIZATION THAT PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$41.2M
+13.8% YoY
Annual Giving
$420K
+0.0% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$47K
+0.0% YoY
About Planned Lifetime Assistance Network
Based on IRS filings
Planned Lifetime Assistance Network is a nonprofit organization, based in QUINCY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $41.2M in total assets. In 2024, it awarded 9 grants totaling $420K. Net investment income was $979K.
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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 | $41,204,765 | $36,207,374 | $35,106,173 |
| Revenue | $5,431,890 | $4,418,869 | $4,823,642 |
| Expenses | $4,304,574 | $4,045,769 | $3,644,463 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $979,064 | $609,676 | $798,584 |
| 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 9 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Open Grants
2 open opportunities from Planned Lifetime Assistance Network
Albert N. Solomon Memorial Trust Fund (Solomon Award)
PLANNED LIFETIME ASSISTANCE NETWORK
Amount
Up to $300 per award
Deadline
Rolling / Open
Florence Finkel Developmental Disabilities Grant
PLANNED LIFETIME ASSISTANCE NETWORK
Amount
Up to $1,000 per individual grant
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES SILSBY | VICE PRESIDENT | 2 | — |
| SETH HABER | PRESIDENT | 2 | — |
| HAROLD FORTNA | TREASURER | 2 | — |
| ROBERT LOEB | CLERK | 2 | — |
| DAVID ROZENSON | DIRECTOR | 2 | — |
| ANNA BAUER-MCTIGUE | DIRECTOR | 2 | — |
| DAVID WIZANSKY | DIRECTOR | 2 | — |
| CAROL COVELL | DIRECTOR | 2 | — |
| PAMELA BOOTH | DIRECTOR | 2 | — |
| TODD SPENCER | DIRECTOR | 2 | — |
| DANIEL J GALLI | DIRECTOR | 2 | — |
| WILLIAM H HULSEY | DIRECTOR | 2 | — |
| KRISTEN PRULL MOONAN | DIRECTOR | 2 | — |
| JOAN MCGRATH | EXECUTIVE DIRECTOR | 35 | $223,711 |
| KATHY VITELLO | DIRECTOR OF OPERATIONS | 35 | $140,255 |
| CLARE KEATING | CONTROLLER | 35 | $163,403 |
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Planned Lifetime Assistance Network on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities