Planned Lifetime Assistance Network

QUINCY, MA EIN: 23-7159632 Website

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

+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

Massachusetts $1.4M (100%)

States

Massachusetts

Cities

BostonDanversHanoverHinghamMarlboroghMarshfieldNewtonWatertownWoburnWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Albert N. Solomon Memorial Trust Fund (Solomon Award)

PLANNED LIFETIME ASSISTANCE NETWORK

Amount

Up to $300 per award

Deadline

Rolling / Open

Annual

Foundation

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.