PLANTOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: PLANTOWSKY FAMILY FOUNDATION (EIN 76-0625289)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-10
IRS object ID: 202513149349102561
Schema version: 2024v5.2
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-10T14:06:32-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	741550819	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MELTON & MELTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6002 ROGERDALE RD SUITE 200	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77072	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	760625289	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PLANTOWSKY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PLAN	BusinessNameControlTxt
Phone	7136649996	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5105 VALERIE STREET	AddressLine1Txt
City	BELLAIRE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	774014915	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SCOTT R PLANTOWSKY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7136649996	PhoneNum
Signature	2025-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ASHLEY VAN OSDEL CPA	PreparerPersonNm
PTIN	P01432522	PTIN
Phone	2817591120	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,955,644	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$11	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$11	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$94,527	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$94,527	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,757	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$97,295	TotalRevAndExpnssAmt
Total Net Invst Incm	$94,538	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,105	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$9,706	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$12,811	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$68,687	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$68,687	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$81,498	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$68,687	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$15,797	ExcessRevenueOverExpensesAmt
Net Investment Income	$94,538	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$26,295	CashBOYAmt
Cash EOY	$4,333	CashEOYAmt
Cash EOYFMV	$4,333	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$23,350	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$70,635	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$70,635	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,235,989	CorporateStockBOYAmt
Corporate Stock EOY	$1,226,463	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,880,676	CorporateStockEOYFMVAmt
Total Assets BOY	$1,285,634	TotalAssetsBOYAmt
Total Assets EOY	$1,301,431	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,955,644	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,285,634	RetainedEarningBOYAmt
Retained Earning EOY	$1,301,431	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,285,634	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,301,431	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,285,634	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,301,431	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,285,634	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$15,797	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,301,431	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,301,431	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,314	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,314	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,314	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,302	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,302	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$12	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SCOTT R PLANTOWSKY	IndividualWithBooksNm
Phone	7136649996	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5105 VALERIE STREET	AddressLine1Txt
City	BELLAIRE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77401	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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
SCOTT R PLANTOWSKY
5105 VALERIE STREET	BELLAIRE	TX	77401	PRESIDENT	1.00	$0	$0	$0
JOY K PLANTOWSKY
5105 VALERIE STREET	BELLAIRE	TX	77401	SECRETARY	0.00	$0	$0	$0
SAM L SUSSER
PO BOX 9036	CORPUS CHRISTI	TX	78769	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,911,890	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$84,616	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,996,506	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,996,506	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$29,948	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,966,558	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$98,328	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$98,328	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,314	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,314	TotalTaxAmt
Distributable Before Adj	$97,014	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$97,014	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$97,014	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$68,687	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$68,687	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$97,014	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,486	ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov	$1,486	TotalExcessDistributionCyovAmt
Qualifying Distributions	$68,687	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$68,687	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$1,486	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$1,486	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$26,841	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SCOTT R PLANTOWSKY	ContributingManagerNm
Contributing Manager	JOY K PLANTOWSKY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
CONGREGATION BETH YESHURUN
4525 BEECHNUT STREET	HOUSTON	TX	77096	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$5,900
FRIENDS OF THE IDF
PO BOX 22245	HOUSTON	TX	77227	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$18,000
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE ST	HOUSTON	TX	77004	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$3,000
MS SOCIETY
8111 N STADIUM DR 100	HOUSTON	TX	77054	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$360
SEVEN ACRES JEWISH SENIOR CARE SERVICES
6200 N BRAESWOOD BLVD	HOUSTON	TX	77074	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$5,500
THE UNIVERSITY OF TEXAS
2110 SPEEDWAY B6000	AUSTIN	TX	78705	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$25,180
UNITED WAY
50 WAUGH DR	HOUSTON	TX	77007	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$1,000
BELLAIRE POLICE AND FIRE FOUNDATION
PO BOX 1727	BELLAIRE	TX	77401	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$1,000
CANCARE
9575 KATY FREEWAY SUITE 428	HOUSTON	TX	77024	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$500
CHRIS KLUG FOUNDATION
PO BOX64	ASPEN	CO	81612	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$184
E3 ALLIANCE
5930 MIDDLE FISKVILLE ROAD SUITE	AUSTIN	TX	78752	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$250	414
THE EMERY WEINER SCHOOL
9825 STELLA LINK RD	HOUSTON	TX	77025	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$2,000
EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER
5601 S BRAESWOOD BLVD	HOUSTON	TX	77096	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$1,800
SILVER SPURS ALUMNI ASSOCIATION
PO BOX 91929	AUSTIN	TX	78709	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$180
TEXAS HILLEL
2105 SAN ANTONIO STREET	AUSTIN	TX	78705	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$500
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD 442	HOUSTON	TX	77030	N/A	PC	CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.	$3,333

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$68,687	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$11	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$94,527	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,757	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$97,295	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$97,295	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,105	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	UBS XX0225 STOCK INVESTMENTS	StockNm
EOY Book Value	$1,226,463	EOYBookValueAmt
EOYFMV	$1,880,676	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER EXPENSES	Desc
Revenue And Expenses Per Books	$9,706	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NON DIVIDEND DISTRIBUTIONS	Desc
Revenue And Expenses Per Books	$2,757	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$2,757	AdjustedNetIncomeAmt

PLANTOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

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