Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc
Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN) is a public charity based in Quincy, Massachusetts. It provides planning and trust-management services to people with special needs in Massachusetts and Rhode Island.
Key facts about Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc
In short: Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc gave $605K across 12 grants in 2025 (avg $50K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- EIN
- 23-7159632
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $605,000
- Grants made (2025)
- 12
- Average grant
- $50,417
- Median grant
- $27,500
- Total assets
- $44,188,850
- Primary geography
- Massachusetts (96% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$44.2M
+7.2% YoY
Annual Giving
$605K
+44.0% YoY
Grant Count
12
+33.3% YoY
Avg Grant Size
$50K
+8.0% YoY
How Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
PLAN’s mission, as stated in its 2024 filing, is to provide planning and trust-management services to individuals with special needs throughout Massachusetts and Rhode Island. Its website says it operates pooled special-needs trusts and provides trustee and fiduciary services, including service coordination by licensed social workers.
The 2025 filing describes community grants for disability-related nonprofit organizations that directly serve people of all ages with disabilities living in Massachusetts and/or Rhode Island. The grantees’ own descriptions illustrate the range of organizations supported: NAMI Massachusetts says it works to improve quality of life and support for people living with mental health conditions and their families; the Association for Autism and Neurodiversity says it helps autistic and similar neurodivergent people build connected lives; and the Carroll Center for the Blind says it provides rehabilitation, skills training, and educational opportunities to people who are blind or visually impaired. Other 2025 recipients include organizations whose stated missions address community participation for people with disabilities, home and community support, older adults and caregivers, and opportunities for young people and families.
Grantmaking
In filing year 2025, PLAN reported 12 grants totaling $605,000. Grants ranged from $15,000 to $175,000, with a median of $27,500. The largest awards were $175,000 to Best Buddies of MA and RI, and $100,000 each to Special Olympics Massachusetts and Northeast Arc. Other notable grants included $50,000 to NAMI Massachusetts, $40,000 to the Association for Autism and Neurodiversity, and $30,000 to the Carroll Center for the Blind.
PLAN’s website announced a separate Albert N. Solomon Memorial Trust Fund application cycle in 2020 for individual Dever Class Members. It described awards of up to $300 for specified needs, with priority for requests such as clothing, furniture, day trips, and items of particular importance to the individual. The application deadline was September 7, 2020; this was a past cycle.
Open Grants
2 open opportunities from Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc
Albert N. Solomon Memorial Trust Fund (Solomon Award)
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc
Amount
Up to $300 per award
Deadline
Deadline not published
Florence Finkel Developmental Disabilities Grant
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc
Amount
Up to $1,000 per individual grant
Deadline
Deadline not published
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Geographic Focus
Where this funder awards grants
The organization’s stated service area is Massachusetts and Rhode Island. In 2025, 96% of grant dollars went to recipients in Massachusetts and 4% to recipients listed in the District of Columbia.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $23K (2019) to $605K (2025). In 2025 it made 12 grants totaling $605K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Best Buddies of Ma and RI ($175K). Together the top 10 received $575K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 24 grants of 41 (59%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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. | $175,000 |
| 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 |
| 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 |
| 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. | $50,000 |
| 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. | $40,000 |
| 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. | $30,000 |
| 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 |
| The Arc of Rhode Island Washington DC, DC | Community fund - grants are provided to disability-related nonprofit organizations that directly | $25,000 |
| The Arc of the South Shore Hingham, MA | Community fund - grants are provided to disability-related nonprofit organizations that directly | $15,000 |
| Boston Senior Home Care Boston, MA | Community fund - grants are provided to disability-related nonprofit organizations that directly | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $44,188,850 | $6,223,760 | $4,825,315 | $605,000 |
| 2024 | $41,204,765 | $5,431,890 | $4,304,574 | $420,000 |
| 2023 | $36,207,374 | $4,418,869 | $4,045,769 | $420,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $44,188,850 | $41,204,765 | $36,207,374 |
| Revenue | $6,223,760 | $5,431,890 | $4,418,869 |
| Expenses | $4,825,315 | $4,304,574 | $4,045,769 |
| Net Investment Income | $1,607,350 | $979,064 | $609,676 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS February 25, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 5, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS January 30, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990 for fiscal year 2019 (received by the IRS January 31, 2020)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2025 filing were Seth Haber, president; Charles Silsby, vice president; Harold Fortna, treasurer; Robert Loeb, clerk; and directors David Rozenson, Anna Bauer-McTigue, David Wizansky, Carol Covell, Pamela Booth, and Todd Spencer.
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc is led by Joan McGrath, Chief Executive Officer since 2025 (on filings since 2019); 4 of 16 officers listed in 2025 are compensated.
Officers on the 2025 filing
Joan McGrath
Chief Executive Officer
Director of Finance & Administrator → Executive Director, 2020
Executive Director → Chief Executive Officer, 2025
On filings since 2019
35 hrs/week
$148K (2019) → $241K (2025)
Seth Haber
President
Director → President, 2020
On filings since 2019
2 hrs/week
No compensation reported
David Rozenson
Director
Clerk → Director, 2020
On filings since 2019
2 hrs/week
No compensation reported
David Wizansky
Director
President → Chair, 2020
Chair → Director, 2023
On filings since 2019
2 hrs/week
No compensation reported
Carol Covell
Director
On filings since 2020
2 hrs/week
No compensation reported
Todd Spencer
Director
On filings since 2022
2 hrs/week
No compensation reported
Anna Bauer-McTigue
Director
On filings since 2023
2 hrs/week
No compensation reported
Daniel J. Galli
Director
On filings since 2024
2 hrs/week
No compensation reported
Kristen Prull Moonan
Director
On filings since 2024
2 hrs/week
No compensation reported
Pamela Booth
Director
On filings since 2024
2 hrs/week
No compensation reported
Clare Keating
Controller
On filings since 2021
35 hrs/week
$113K (2021) → $174K (2025)
Ellen Harnen
Service Coordinator Manager
New on the 2025 filing
35 hrs/week
$101K (2025)
Lisa May
Trust Officer
New on the 2025 filing
35 hrs/week
$106K (2025)
Charles Silsby
Vice President
On filings since 2019
2 hrs/week
No compensation reported
Harold Fortna
Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Robert Loeb
Clerk
Director → Clerk, 2024
On filings since 2021
2 hrs/week
No compensation reported
Former officers (13)
- Former: Kathy Vitello (2020–2024) — Director of Operations
- Former: William H. Hulsey (2020–2024) — Director
- Former: Lawrence Heimlich (2019–2023) — Clerk
- Former: Patricia Freedman (2022) — Director
- Former: Judith Shapiro (2021) — Director
- Former: Lucille Cassis (2021) — Director of Marketing
- Former: Cliff Smith (2019–2020) — Director
- Former: Karen Smith (2019–2020) — Director
- Former: Pamela Tames (2019–2020) — Former Executive Director
- Former: Jennifer Nadelson (2020) — Director
- Former: Anna McTigue PhD (2019) — Director
- Former: Nancy Ames Slabine (2019) — Director
- Former: Peter Roth (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $241K, to Joan McGrath (Chief Executive Officer). 4 officers or directors reported compensation on that filing.
Contact
Mailing address: 859 Willard Street 110, Quincy, MA 02169
Phone: (617) 244-5552
Website: https://planofma-ri.org
Frequently asked questions about Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc
How much does Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc give each year?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc gave $605K across 12 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $420K across 9 grants.
What is Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's typical grant size?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's median grant in 2025 was $27,500, and its average grant was $50,417, across 12 grants on its 2025 IRS Form 990.
Where does Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc give grants?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc gives mostly in Massachusetts: 96% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Boston, MA (2 grants).
Does Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's 2025 IRS Form 990 were described as general or operating support.
Who are Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's largest grantees?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's largest 2025 grantees include Best Buddies of Ma and RI ($175,000), Special Olympics Massachusetts ($100,000) and Northeast Arc ($100,000), according to its 2025 IRS Form 990. Together they received 62% of its itemized 2025 grant dollars.
How large is Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc reported $44.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.2M.
What does Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc fund?
PLAN’s mission, as stated in its 2024 filing, is to provide planning and trust-management services to individuals with special needs throughout Massachusetts and Rhode Island. See mission & focus areas ↑
How do I apply for a grant from Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc has no public application process in the sources Grantable reviewed. Check planofma-ri.org for current guidelines, or contact the foundation directly before submitting a request.
What is Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's EIN?
Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc's EIN (Employer Identification Number) is 23-7159632. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
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