PLAN A FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PLAN A FOUNDATION INC (EIN 26-3299028)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-07
IRS object ID: 201312199349100016
Schema version: 2012v2.0
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
Form 990-PF
Schedule B
Depreciation Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-07T11:46:03-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ronald Blue & Co LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 RiverEdge Pkwy Ste 1100	AddressLine1
City	Atlanta	City
State	GA	State
ZIP Code	30328	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	263299028	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Plan A Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PLAN	NameControl
Phone	7706440500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6025 Winterthur Drive	AddressLine1
City	Atlanta	City
State	GA	State
ZIP Code	30328	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Sheri Schulze	Name
Title	Executive Direc	Title
Date Signed	2013-08-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Bruce L Whaley	Name
PTIN	P00061426	PTIN
Phone	7706440500	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	71832	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	10500	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	25	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	25	InterestOnSavingsNetInvstIncm
Total Revenue And Expenses	10525	TotalRevenueAndExpenses
Total Net Investment Income	25	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	100	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	39	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	61	LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	1550	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	605	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	945	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	576	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	576	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	2269	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	2269	DeprecAndDepletionNetInvstIncm
Trav Conf Meeting Rev And Expnss	400	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	400	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	3238	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	3238	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	8133	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	2913	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	5220	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	5100	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	5100	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	13233	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	2913	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	10320	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-2708	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	25163	CashBOY
Cash EOY	24724	CashEOY
Cash EOYFMV	24724	CashEOYFMV
Land Building And Equipment Basis	49392	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	4596	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	47065	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	44796	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	47108	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	72228	TotalAssetsBOY
Total Assets EOY	69520	TotalAssetsEOY
Total Assets EOYFMV	71832	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	72228	RetainedEarningsBOY
Retained Earnings EOY	69520	RetainedEarningsEOY
Total Net Assets BOY	72228	TotalNetAssetsBOY
Total Net Assets EOY	69520	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	72228	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	69520	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	72228	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-2708	ExcessOfRevenueOverExpenses
Subtotal	69520	Subtotal
Total Net Assets Fund Balances EOY	69520	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	12196	QualifyingDistributionsYear1
Noncharitable Assets Year1	20847	NoncharitableAssetsYear1
Distribution Ratio Year1	0.58502	DistributionRatioYear1
Qualifying Distributions Year2	17593	QualifyingDistributionsYear2
Noncharitable Assets Year2	32951	NoncharitableAssetsYear2
Distribution Ratio Year2	0.53391	DistributionRatioYear2
Qualifying Distributions Year3	9881	QualifyingDistributionsYear3
Noncharitable Assets Year3	7059	NoncharitableAssetsYear3
Distribution Ratio Year3	1.39977	DistributionRatioYear3
Qualifying Distributions Year4	3273	QualifyingDistributionsYear4
Noncharitable Assets Year4	6159	NoncharitableAssetsYear4
Distribution Ratio Year4	0.53142	DistributionRatioYear4
Total Distribution Ratio	3.05013	TotalDistributionRatio
Average Distribution Ratio	0.76253	AverageDistributionRatio
Net Noncharitable Assets	19731	NetNoncharitableAssets
Adjusted Noncharitable Assets	15046	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	15046	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	10320	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

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

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	GA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sheri Schulze	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	7706440500	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	6025 Winterthur Drive	AddressLine1
City	Atlanta	City
State	GA	State
ZIP Code	30328	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Glenda Waldschmidt
5200 N Santa Monica Blvd 5	Whitefish Bay	WI	53217	Treasurer	1.00	0
Suzanne Goebel
PO Box 1505	Woodstock	GA	30188	Director/Sec	1.00	0
Horst Schulze
6025 Winterthur Drive	Atlanta	GA	30328	Director	1.00	0
Sheri Schulze
6025 Winterthur Drive	Atlanta	GA	30328	Exec Director	1.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	20031	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	20031	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	20031	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	300	CashDeemedCharitable
Net Noncharitable Assets	19731	NetNoncharitableAssets
Minimum Investment Return	987	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	987	MinimumInvestmentReturn
Distributable Amount Before Adj	987	DistributableAmountBeforeAdj
Distributable Amount Before Ded	987	DistributableAmountBeforeDed
Distributable Amount As Adjusted	987	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	10320	ExpensesAndContributions
Qualifying Distributions	10320	QualifyingDistributions
Adj Qualifying Distributions	10320	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	987	DistributableAmountAsAdjusted
Qualifying Distributions	10320	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	987	AppliedToCurrentYear
Remaining Distri From Corpus	9333	RemainingDistriFromCorpus
Total Corpus	9333	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	9333	ExcessDistriCyovToNextYear
Excess From Current Year	9333	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Horst Schulze	ContributingManager
Contributing Manager	Sheri Schulze	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	Back to the Street Ministries	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 178	AddressLine1
City	Perrysville	City
State	IN	State
ZIP Code	47974	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	UNRELATED	RecipientRelationship
Recipient Foundation Status	501C3	RecipientFoundationStatus
Purpose Of Grant Or Contribution	GENERAL SUPPORT	PurposeOfGrantOrContribution
Amount	$5,100	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	5100	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$25	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$25	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	25	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	Lukus Alexis Grace	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1411 Harper Ave Apt 9	AddressLine1
City	West Hollywood	City
State	CA	State
ZIP Code	90046	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	6000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (6 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	RateRate	Current Year ExpenseCurrentYearExpense
FURNITURE	2011-05-26	1112	222	54	0.2000	222
FURNITURE	2011-05-26	868	174	54	0.2000	174
FURNITURE	2011-02-07	1786	357	54	0.2000	357
FURNITURE	2011-02-05	262	52	54	0.2000	52
FURNITURE	2011-01-20	364	73	54	0.2000	73
660 Holderness Avenue	2010-12-01	38250	1449	85	0.0364	1391

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Book ValueBookValue	EOYFMVEOYFMV	Accumulated DepreciationAccumulatedDepreciation
Land	6750	6750	6750
Buildings	38250	35410	38250	2840
Furniture and Fixtures	4392	2636	2108	1756

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	Legal Fees	Category
Amount	$100	Amount
Net Investment Income	39	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	61	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
UTILITIES	442	442
REPAIRS	568	568
INSURANCE	2228	2228

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Other Professional Fees	Category
Amount	$1,550	Amount
Net Investment Income	605	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	945	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Property Tax	Category
Amount	$576	Amount
Disbursements Charitable Prps	576	DisbursementsCharitablePrps