PLAN A FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: PLAN A FOUNDATION INC (EIN 26-3299028)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-03-11
IRS object ID: 202320709349100512
Schema version: 2022v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-03-11T22:15:18-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	464148474	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RONALD BLUE & CO CPAS AND CONSLTS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1600 RIVEREDGE PKWY NW STE 310	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	303284671	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	263299028	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PLAN A FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PLAN	BusinessNameControlTxt
Phone	7706440500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1600 RIVEREDGE PKWY STE 310	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30328	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHERI SCHULZE	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Signature	2023-03-06	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHERI	PersonFirstNm
Person Last	SCHULZE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	M ELLEN LUCCIOLA CPA	PreparerPersonNm
PTIN	P01420851	PTIN
Phone	7706440500	PhoneNum
Preparation	2023-03-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,449	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$3,002	TotalRevAndExpnssAmt
Total Net Invst Incm	$2	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,269	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$340	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,929	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$1,946	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$294	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,652	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,215	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$634	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,581	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$23,265	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$23,265	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$27,480	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$634	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$26,846	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$24,478	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$29,927	CashBOYAmt
Cash EOY	$5,449	CashEOYAmt
Cash EOYFMV	$5,449	CashEOYFMVAmt
Total Assets BOY	$29,927	TotalAssetsBOYAmt
Total Assets EOY	$5,449	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,449	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$29,927	RetainedEarningBOYAmt
Retained Earning EOY	$5,449	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$29,927	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,449	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$29,927	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,449	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$29,927	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$24,478	ExcessRevenueOverExpensesAmt
Subtotal	$5,449	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,449	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	GA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SHERI SCHULZE	IndividualWithBooksNm
Phone	7706440500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6025 WINTERTHUR DRIVE	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30328	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SHERI SCHULZE
6025 WINTERTHUR DRIVE	ATLANTA	GA	30328	DIRECTOR	000.00	$0	$0	$0
HORST SCHULZE
6025 WINTERTHUR DRIVE	ATLANTA	GA	30328	PRESIDENT	000.00	$0	$0	$0
GLENDA WALDSCHMIDT
5200 N SANTA MONICA BLVD 5	WHITEFISH BAY	WI	53217	TREASURER	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,688	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$17,688	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$17,688	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$265	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,423	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$871	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$871	MinimumInvestmentReturnAmt
Distributable Before Adj	$871	DistributableBeforeAdjAmt
Distributable Before Ded	$871	DistributableBeforeDedAmt
Distributable As Adjusted	$871	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$26,846	ExpensesAndContributionsAmt
Qualifying Distributions	$26,846	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$871	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$22,991	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$9,245	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$17,467	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$10,982	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$20,314	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$80,999	TotalExcessDistributionCyovAmt
Qualifying Distributions	$26,846	QualifyingDistributionsAmt
Applied To Current Year	$871	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$25,975	RemainingDistriFromCorpusAmt
Total Corpus	$106,974	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$22,991	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$83,983	ExcessDistriCyovToNextYrAmt
Excess From Year4	$9,245	ExcessFromYear4Amt
Excess From Year3	$17,467	ExcessFromYear3Amt
Excess From Year2	$10,982	ExcessFromYear2Amt
Excess From Year1	$20,314	ExcessFromYear1Amt
Excess From Current Year	$25,975	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	HORST AND SHERI SCHULZE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	HORST SHERRIL SCHULZE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	6025 WINTERTHUR DR	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30328	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7709528372	RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
HELP THE PERSECUTED
1580 TERRELL MILL ROAD SE	MARIETTA	GA	30067	UNRELATED	501C3	GENERAL SUPPORT	$5,000
GROW RESTORED FOUNDATION
2964 PEACHTREE RD NW	ATLANTA	GA	30305	UNRELATED	501C3	GENERAL SUPPORT	$5,260	SUITE 760
TRAUMA RECOVERY
1600 RIVEREDGE PARKWAY	ATLANTA	GA	30328	UNRELATED	501C3	GENERAL SUPPORT	$2,500	SUITE 310
TO VARIOUS INDIVIDUALS
1600 RIVEREDGE PARKWAY	ATLANTA	GA	30328	UNRELATED		GENERAL SUPPORT	$10,505	SUITE 310

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$23,265	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$2,269	Amt
Net Investment Income	$340	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,929	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE	$1,796	$272	$1,524
BANK FEES	$150	$22	$128