FURP.ORG / PUBLIC DATA EXPLORER

PLAN A FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PLAN A FOUNDATION INC (EIN 26-3299028)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201721359349102112
Schema version
2016v3.0
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)
Return2017-05-15T11:13:20-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ELLEN LUCCIOLA CPAPreparerPersonNm
PTINP01420851PTIN
Phone7706440500PhoneNum
Preparation2017-05-15PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdD5642DF4423300A4A94EB47D443012BF6EC3F5D5AtSubmissionCreationDeviceId
At Submission Filing Device Id5FFE779C02ED89F10C2945F763B599D72B9E88E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,215FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,975ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$13,978TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,678OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,478TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,047ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,047ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,525TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,047TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,547ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,762CashBOYAmt
Cash EOY$22,215CashEOYAmt
Cash EOYFMV$22,215CashEOYFMVAmt
Total Assets BOY$33,762TotalAssetsBOYAmt
Total Assets EOY$22,215TotalAssetsEOYAmt
Total Assets EOYFMV$22,215TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$33,762RetainedEarningBOYAmt
Retained Earning EOY$22,215RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,762TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,762TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,215TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,762TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,547ExcessRevenueOverExpensesAmt
Subtotal$22,215SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,215TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,532AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,053NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.711319DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,975AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,739NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.979385DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,188AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,746NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.623725DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,320AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,731NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.523035DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,196AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,847NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.585024DistributionYr5Rt
Total Distribution8.422488TotalDistributionRt
Average Distribution1.684498AverageDistributionRt
Net Vl Noncharitable Assets$26,225NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,176AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$44,176AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,047QualifyingDistributionsAmt

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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

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$26,624AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,624TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$26,624AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$399CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,225NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,311MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,311MinimumInvestmentReturnAmt
Distributable Before Adj$1,311DistributableBeforeAdjAmt
Distributable Before Ded$1,311DistributableBeforeDedAmt
Distributable As Adjusted$1,311DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,047ExpensesAndContributionsAmt
Qualifying Distributions$19,047QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,047AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,311DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$9,333ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$45,551ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,388ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,229ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$106,501TotalExcessDistributionCyovAmt
Qualifying Distributions$19,047QualifyingDistributionsAmt
Applied To Current Year$1,311AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,736RemainingDistriFromCorpusAmt
Total Corpus$124,237TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$124,237ExcessDistriCyovToNextYrAmt
Excess From Year4$9,333ExcessFromYear4Amt
Excess From Year3$45,551ExcessFromYear3Amt
Excess From Year2$34,388ExcessFromYear2Amt
Excess From Year1$17,229ExcessFromYear1Amt
Excess From Current Year$17,736ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
FEY Y ESPERANZA
APARTADO POSTAL 151TELCOR LAS PIEDRECITASMANAGUAMANAGUANUUNRELATED501C3GENERAL SUPPORT$2,500
INDIGENT INDIVIDUALS
NOT RELATEDN/AHUMANITARIAN RELIEF$11,5476025 WINTERTHUR DRIVEATLANTAGA30328
10000 FATHERS
UNRELATED501C3GENERAL SUPPORT$1,0006025 WINTERTHUR DRIVEATLANTAGA30328
INTO THE LIGHT UST NICARAGUA
UNRELATED501C3GENERAL SUPPORT$5006025 WINTERTHUR DRIVEATLANTAGA30328
HELPING HANDS
UNRELATED501C3GENERAL SUPPORT$1,000PO BOX 337 135 MAIN STTALLULAH FALLSGA30573
FEED MY LAMBS
UNRELATED501C3GENERAL SUPPORT$2,500560 N FAIRGROUND STMARIETTAGA30060
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,047TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3TotalIncomeProducingActyAmt

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
WILLOW CREEK ASSOC
167 E ALGONQUIN RDSOUTH BARRINGTONIL60010$5,000Yes (X)
ALEXIS LUKUS GRACE
26025 WINTERTHUR DR NWATLANTAGA30328$5,250Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$1,800Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK FEES$225
FOOD PURCHASED$204
EVENT EXPENSE$2,293
INSURANCE$1,936
MISCELLANEOUS$20