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
Among its reported 2024 grants, the largest include Best Buddies of Ma and Ri ($100,000), Special Olympics Massachusetts ($100,000), Northeast Arc ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASSOCIATION FOR AUTISM AND NEURODIVERSITY WATERTOWN, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $10,000 |
| THE CARROLL CENTER FOR THE BLIND NEWTON, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $10,000 |
| BEST BUDDIES OF MA AND RI BOSTON, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $100,000 |
| SPECIAL OLYMPICS MASSACHUSETTS MARLBOROGH, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $100,000 |
| ROAD TO RESPONSIBILITY MARSHFIELD, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $25,000 |
| NAMI MASS WOBURN, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $25,000 |
| NORTHEAST ARC DANVERS, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI. | $100,000 |
| THE ARC OF THE SOUTH SHORE HINGHAM, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY | $25,000 |
| CENTRAL MA AGENCY ON AGING WORCESTER, MA | COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY | $25,000 |
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 |
Frequently Asked Questions
How large is Planned Lifetime Assistance Network?
As of 2024, Planned Lifetime Assistance Network holds $41.2M in total assets with $5.4M in annual revenue. It awarded 9 grants totaling $420K in 2024.
Where does Planned Lifetime Assistance Network operate?
Planned Lifetime Assistance Network has awarded grants in Massachusetts.
What size grants does Planned Lifetime Assistance Network award?
In 2024, Planned Lifetime Assistance Network awarded 9 grants totaling $420K — an average of about $47K per grant, based on its IRS Form 990 filings.
What is Planned Lifetime Assistance Network's EIN?
Planned Lifetime Assistance Network's EIN (Employer Identification Number) is 23-7159632. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Planned Lifetime Assistance Network's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Planned Lifetime Assistance Network on Grantable?
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- Find open RFPs from this funder
- Monitor for new funding opportunities
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