Plan a Foundation Inc.

990PF • Fiscal year 2024 • EIN 82-3727639

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile

3857 Birch Street 400Newport Beach, CA 92660

(949) 292-9515

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $500k-$1M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $500k-$1M nonprofits • Source year 2024

9.8%

Higher net margin than 59% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

-1.4%

Faster asset growth than 34% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

329%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$961,609

Down $13,598 (-1.4%) from 2023

Net Assets

Down

$961,609

Down $11,734 (-1.2%) from 2023

Liabilities

Down

Down $1,864 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue43rd percentile Net Margin59th percentile

Revenue

$58,703

Up $45,021 (+329%) from 2023

Expenses

$52,966

Up $16,888 (+47%) from 2023

Net Income

$5,737

Up $28,133 (+126%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$961,609

Liabilities$0

Net Assets$961,609

Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$58,703

Expenses$52,966

Net Income$5,737

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 17, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
INNA KASSATKINA	President	-	$0	-	-
OLGA SMIRNOVA	Vice-President & Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Plan a Foundation Inc
EIN: 82-3727639
Phone: 9492929515
Address: 3857 BIRCH STREET 400, NEWPORT BEACH, CA 92660

Signing Officer

Name: Inna Kassatkina
Title: President
Phone: 9492929515
Signed: 2025-11-17
Discuss with paid preparer: Yes

Preparer

Firm: Lido Tax LLC
Address: 1905 NW CORPORATE BLVD STE 110, BOCA RATON, FL 33431
Preparer: William F Coughlan
Phone: 5614531441

Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	99685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	1133233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	5737
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	50909
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	8673
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	52966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	58703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	58703
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	7794
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	8673
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	17471
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	979080
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	973343
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	961609
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5067
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1167953
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1155425
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1173020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	INNA KASSATKINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	OLGA SMIRNOVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE-PRESIDENT & SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	3857 BIRCH STREET STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt	0	0
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	THE INCOME IS SOURCED THROUGH A FIDELITY FINANCIAL ACCOUNT USED TO
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	HOUSE THE FUNDS FOR THE FOUNDATION AND PROVIDE PREDICTABLE FUNDING FOR
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	2	RECIPIENTS. THIS HELPS REDUCE THE RISK THAT THE FOUNDATION WON'T BE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	3	ABLE TO MEET THEIR OBLIGATIONS AND ALLOWS THE FOUNDATION TO MEET THEIR
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	4	GOALS WITHOUT EXTRA FUNDRAISING COSTS.
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	OLGA SMIRNOVA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	28 SEA FAIR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEWPORT COAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92657
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9498427951
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	1
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	TO PROVIDE MENTORSHIP AND EDUCATION TO EXCEPTIONALLY MOTIVATED INDIVIDUALS TO HELP THEM ACHIEVE SELF SUFFICIENCY AND PERSONAL GROWTH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	22574
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	INNA KASSATKINA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	OLGA SMIRNOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	ADVANCE EDUCATIONAL INITIATIVES OF BLUE SKY BRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	ADVANCE EDUCATIONAL INITIATIVES OF OCMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	ADVANCE EDUCATIONAL INITIATIVES OF TACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BLUE SKY BRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ORANGE COUNTY MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	TACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2617 IRIS HOLLOW PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3333 AVENUE OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	17752 SKY PARK CIRCLE STE 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	80304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	21500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1599
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECIEVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	144
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	144
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	17471
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PY ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MENTORING/BUSINESS COACHING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	22572
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	22572
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	1864
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	SALES IN TRANSIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	7786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ADMIN EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	8
TaxesSchedule/TaxesDetail/Amt	0	8
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	8
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	INNA KASSATKINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9492929515
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PLAN A FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	PLAN
ReturnHeader/Filer/EIN	0	823727639
ReturnHeader/Filer/PhoneNum	0	9492929515
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3857 BIRCH STREET 400
ReturnHeader/Filer/USAddress/CityNm	0	NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	853876250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LIDO TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1905 NW CORPORATE BLVD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33431
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5614531441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM F COUGHLAN
ReturnHeader/ReturnTs	0	2025-11-17T18:11:55-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $961,609
Liabilities: $0
Net assets: $961,609
Revenue: $58,703
Expenses: $52,966
Net income: $5,737

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.06	$0.05	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.97	$0.01	$0.04	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.02	$0.05	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.24	$0.05	$0.19
2020Detailed filing. Detailed filing data is available for this year.	$0.88	$0.00	$0.88	$0.01	$0.03	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$0.90	$0.00	$0.90	$0.02	$0.04	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$0.94	$0.02	$0.92	$0.04	$0.04	$0.08