FURP.ORG / PUBLIC DATA EXPLORER

PLAN A FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PLAN A FOUNDATION INC (EIN 26-3299028)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202043189349100049
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T09:05:16-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464148474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RONALD BLUE & CO CPAS AND CONSLTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11600 RIVEREDGE PKWY NW STE 310AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303284671ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263299028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLAN A FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLANBusinessNameControlTxt
Phone7706440500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16025 WINTERTHUR DRIVEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERI SCHULZEPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ELLEN LUCCIOLA CPAPreparerPersonNm
PTINP01420851PTIN
Phone7706440500PhoneNum
Preparation2020-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm09:05:16IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id856154B0CB7D01742B176567E2BC4685E4BE7579AtSubmissionCreationDeviceId
At Submission Filing Device IdDBDAEA6A2DF0BCC6D6E01A179027745F5093075CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,970FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,308ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$15,328TotalRevAndExpnssAmt
Total Net Invst Incm$20TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$317AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,283AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$208OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$167OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,975OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$391OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,584OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,783TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$749TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,034TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,340ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,340ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$749TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,374TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,795ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,765CashBOYAmt
Cash EOY$20,970CashEOYAmt
Cash EOYFMV$20,970CashEOYFMVAmt
Total Assets BOY$24,765TotalAssetsBOYAmt
Total Assets EOY$20,970TotalAssetsEOYAmt
Total Assets EOYFMV$20,970TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$24,765RetainedEarningBOYAmt
Retained Earning EOY$20,970RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,970TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,970TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,795ExcessRevenueOverExpensesAmt
Subtotal$20,970SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,970TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,348AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$22,058NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.469127DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,066AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$21,493NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.119713DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,047AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,225NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.726292DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,532AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,053NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.711319DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,975AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,739NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.979385DistributionYr5Rt
Total Distribution6.005836TotalDistributionRt
Average Distribution1.201167AverageDistributionRt
Net Vl Noncharitable Assets$18,146NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,796AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$21,796AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,374QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHERI SCHULZEIndividualWithBooksNm
Phone7706440500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16025 WINTERTHUR DRIVEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHERI SCHULZE
6025 WINTERTHUR DRIVEATLANTAGA30328DIRECTOR1.00$0$0$0
HORST SCHULZE
6025 WINTERTHUR DRIVEATLANTAGA30328PRESIDENT1.00$0$0$0
GLENDA WALDSCHMIDT
5200 N SANTA MONICA BLVD 5WHITEFISH BAYWI53217TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,422AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,422TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$18,422AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$276CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,146NetVlNoncharitableAssetsAmt
Minimum Investment Return$907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$907MinimumInvestmentReturnAmt
Distributable Before Adj$907DistributableBeforeAdjAmt
Distributable Before Ded$907DistributableBeforeDedAmt
Distributable As Adjusted$907DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,374ExpensesAndContributionsAmt
Qualifying Distributions$18,374QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,374AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$907DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$34,388ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,229ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,736ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,991ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,245ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$101,589TotalExcessDistributionCyovAmt
Qualifying Distributions$18,374QualifyingDistributionsAmt
Applied To Current Year$907AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,467RemainingDistriFromCorpusAmt
Total Corpus$119,056TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$34,388ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$84,668ExcessDistriCyovToNextYrAmt
Excess From Year4$17,229ExcessFromYear4Amt
Excess From Year3$17,736ExcessFromYear3Amt
Excess From Year2$22,991ExcessFromYear2Amt
Excess From Year1$9,245ExcessFromYear1Amt
Excess From Current Year$17,467ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHORST AND SHERI SCHULZEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHORST SHERRIL SCHULZERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16025 WINTERTHUR DRAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7709528372RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
VINEYARD COMMUNITY CHURCH
2692 SANDY PLAINS RD A25MARIETTAGA30066UNRELATED501C3GENERAL SUPPORT$3,000
BY HIS WOUNDS INC
1340 N GREAT NECK ROADVIRGINIA BEACHVA23454UNRELATED501C3GENERAL SUPPORT$1,000SUITE 1272-137
INDIGENT INDIVIDUALS
6025 WINTERTHUR DRIVEATLANTAGA30328UNRELATEDNAFOOD & BILLS$6,340
HELP THE PERSECUTED
PO BOX 20303ATLANTAGA30325UNRELATED501C3GENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,340TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ALEXIS LUKUS GRACE
16025 WINTERTHUR DR NWATLANTAGA30328$7,000Yes (X)
ELIZABETH L BLUMER
255 PACES WEST DRIVE NWATLANTAGA303272745$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$1,600Amt
Net Investment Income$317NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,283DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$1,800$356$1,444
BANK FEES$175$35$140

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$208Amt
Net Investment Income$41NetInvestmentIncomeAmt
Disbursements Charitable Prps$167DisbursementsCharitablePrpsAmt