Public Charity

PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLANDINC

PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLANDINC is a Public Charity headquartered in QUINCY, MA. Financial data from the 2025 filing: $6.2M revenue, $4.8M expenses, $44.2M total assets. IRS filings disclose 44 grants awarded by this foundation, totaling roughly $2.1M.

EIN: 237159632 QUINCY, MA Latest filing: 2025
Total Revenue$6.2M
Total Expenses$4.8M
Total Assets$44.2M
Grants Given44
Grant Total$2.1M
Filing Years2021–2025

Mission

PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLAND (PLAN OF MA AND RI) IS A NON-PROFIT ORGANIZATION THAT PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.

Where $100 goes at Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

How Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$77 Programs the work itself
$23 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $77 for programs

$77
Provide planning and trust management services to individuals with special needs throughout massachusetts and rhode island
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Before you apply to Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

Sometimes funds new orgs 23% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

BOSTON, MA · 2024
COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
$175,000
MARLBOROGH, MA · 2024
COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
$100,000
DANVERS, MA · 2024
COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
$100,000
WOBURN, MA · 2024
COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
$50,000
WATERTOWN, MA · 2024
COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
$40,000

Showing up to 5 of 44 total records — full history available with membership.

Officers & Directors

DIRECTOR Anna Bauer-Mctigue
DIRECTOR Carol Covell
VICE PRESIDENT Charles Silsby
CONTROLLER Clare Keating
DIRECTOR Daniel J Galli
DIRECTOR David Rozenson

Officer compensation and complete director data available with membership.

Top Grant Purposes

Human & Social Services
$2,085,000 44 grants

Financial Trends

Year Revenue Expenses Assets
2025 $6.2M $4.8M $44.2M
2024 $5.4M $4.3M $41.2M
2023 $4.4M $4.0M $36.2M
2022 $4.8M $3.6M $35.1M
2021 $4.1M $3.0M $40.9M

Between 2021 and 2025, reported annual revenue grew from $4.1M to $6.2M (+52%), with total assets most recently reported at $44.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, MA.

DCMA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLANDINC

Complete financials, all 44 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

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