2024-10-29T10:23:00-05:00 2024-06-30 232194268 WOOLARD KRAJNIK MASCIANGELO LLP 50 W WELSH POOL ROAD EXTON PA 19341 990EZ 2023-07-01 204171965 PLAN OF PA FOUNDATION PLAN 6108890228 230 SUGARTOWN RD 140 WAYNE PA 19087 MARILYN S MITCHELL ESQ PRESIDENT 6108890228 2024-10-29 1 0 ALBERT A MASCIANGELO JR CPA P00547066 6103635200 2023 2024-10-15 13:58:12Z X X WWW.PLANOFPA.ORG X X 63152 X 13152 50000 45757 4243 17395 90570 1430 92000 -74605 441284 24318 390997 X 178193 141796 263091 249201 441284 390997 0 0 441284 390997 X THE PLAN OF PA FOUNDATION EXISTS FOR THE DUAL PURPOSE OF ASSISTING PLANNED LIFETIME ASSISTANCE NETWORK (PLAN OF PA) TO REALIZE ITS VISION AS WELL AS ACTING AS STEWARD FOR THE MONETARY DONATIONS MADE TO PLAN OF PA TO ADVANCE ITS MISSION. PLAN OF PA'S MISSION IS AS FOLLOWS: THROUGH CARE MANAGEMENT AND SPECIAL NEEDS TRUST ADMINISTRATION, WE PROVIDE PLANNING, RESOURCES, AND SUPPORT TO ASSIST PEOPLE WITH BEHAVIORAL HEALTH DIAGNOSES OR INTELLECTUAL DISABILITIES TO BUILD HAPPIER, HEALTHIER, MORE MEANINGFUL LIVES.IN ITS ROLE TO INCREASE AWARENESS ABOUT THE KEY SERVICES PLAN OF PA PROVIDES, THE FOUNDATION PERIODICALLY SPONSORS EVENTS, SUPPORTS MARKETING EFFORTS AND LEADS GRANT WRITING ACTIVITIES TO RAISE AWARENESS REGARDING THE KEY SERVICES PLAN OF PA OFFERS. TO FULFILL THE ROLE OF STEWARD OF DONATED RESOURCES, THE FOUNDATION MONITORS INVESTED FUNDS TO BUILD RESOURCES FOR THE FUTURE; EVALUATES DISBURSEMENT REQUESTS FROM PLAN OF PA; FOLLOWS IT'S SPENDING POLICY AND REGULARLY INTERFACES WITH PLAN OF PA'S OPERATIONAL LEADERSHIP AND THE PLAN OF PA BOARD OF DIRECTORS. INTERFACE BETWEEN THE PLAN OF PA BOARD AND FOUNDATION BOARD OF DIRECTORS IS CONTINUOUS AND PRODUCTIVE TO ASSURE PROPER DISBURSEMENT OF FUNDS, INVESTMENT OF ASSETS AND PROMOTION OF THE MISSION TO REALIZE THE VISION OF PLAN OF PA. 0 0 0 BETSY MURRAY BOARD MEMBER 1.00 0 0 0 MARILYN MITCHELL ESQ PRESIDENT 1.00 0 0 0 CHRISTINE PONTECORVO EXECUTIVE DIRECTOR 1.00 0 0 0 MARK GREIM CFP TREASURER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ABBY GRASSO EXEC DIRECTOR 230 SUGARTOWN RD SUITE 205 WAYNE PA 19087 6106874036 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 PLANNED LIFETIME ASSISTANCE NETWORK OF PA 232547226 7 1 92000 0 1 92000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDENDS. AMOUNT: 7,549. DESCRIPTION: INTEREST. AMOUNT: 5,603. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 13,152. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: PLANNED LIFETIME ASSISTANCE NETWORK OF PA. AFFILIATE ADDRESS: 230 SUGARTOWN ROAD, SUITE 205 WAYNE, PA 19087. AMOUNT OF PAYMENT: 90,570. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: CHANGE IN UNREALIZED GAIN/(LOSS) ON INVESTMENTS HELD. AMOUNT: 24,318. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: LONG TERM INVESTMENTS. BEG. OF YEAR AMOUNT: 263,091. END OF YEAR AMOUNT: 249,201. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.