2024-05-15T11:21:42-04:00 2023-06-30 060971998 GUILMARTIN DIPIRO & SOKOLOWSKI LLC 505 MAIN ST MIDDLETOWN CT 064572809 990 2022-07-01 061268987 PLANNED LIFETIME ASSISTANCE NETWORK OF CONNECTICUT INC PLAN 8605234951 PO BOX 290937 WETHERSFIELD CT 061290937 KERRY TEDFORD-COLES EXECUTIVE DIRECTOR 8605234951 2024-05-15 true KERRY TEDFORD-COLES 999009999 true CHRISTOPHER B CONLEY P00936552 8603475689 2024-05-15 2022 2023-04-26 12:10:37Z KERRY TEDFORD-COLES PO BOX 290937 WETHERSFIELD CT 061290937 1271269 false X WWW.PLANOFCT.ORG X 1993 CT TO PROMOTE INDEPENDENCE AND ENHANCE THE QUALITY OF LIFE FOR THE ELDERLY, PEOPLE WITH DISABILITIES AND THEIR FAMILIES THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS. TO PROVIDE SUPPLEMENTARY ASSISTANCE TO THE MOST NEEDY ELDERLY AND PEOPLE WITH DISABILITIES THROUGH THE ADMINISTRATION OF CHARITABLE TRUST FUNDS. 16 16 20 15 0 20544 18427 1167724 1210413 39328 42429 0 1227596 1271269 0 0 837498 941547 0 0 289054 291189 1126552 1232736 101044 38533 2048887 2319770 79304 351710 1969583 1968060 X TO PROMOTE INDEPENDENCE AND ENHANCE THE QUALITY OF LIFE FOR THE ELDERLY, PEOPLE WITH DISABILITIES AND THEIR FAMILIES THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS. TO PROVIDE SUPPLEMENTARY ASSISTANCE TO THE MOST NEEDY ELDERLY AND PEOPLE WITH DISABILITIES THROUGH THE ADMINISTRATION OF CHARITABLE TRUST FUNDS. false false 934635 1210413 PLAN OF CT IS THE ONLY ORGANIZATION IN CONNECTICUT THAT ADMINISTERS A SPECIAL NEEDS POOLED TRUST. THIS TRUST HAS ALLOWED HUNDREDS OF CONNECTICUT RESIDENTS WITH DISABILITIES, MOSTLY THOSE OVER THE AGE OF 65, TO LIVE IN THEIR OWN HOME WITH ASSISTANCE RATHER THAN IN A NURSING HOME. THIS NOT ONLY ALLOWS PEOPLE WITH DISABILITIES TO LIVE IN THE COMMUNITY, IT RELIEVES AN ENORMOUS STRAIN ON THE MEDICAID SYSTEM. PLAN HAS ALSO DISTRIBUTED THOUSANDS OF DOLLARS FROM ITS CHARITABLE ACCOUNTS TO HELP CONNECTICUT RESIDENTS WITH DISABILITIES LIVE MORE INDEPENDENT AND ENRICHED LIVES. THE DISTRIBUTIONS HAVE MADE HOMES MORE ACCESSIBLE, PROVIDED EDUCATION AND SAFE ENVIRONMENTS FOR THOSE WHO NEED IT MOST. PLAN OF CT CONTINUES TO PROVIDE COMMUNITY EDUCATION ABOUT THE IMPORTANCE OF SPECIAL NEEDS TRUSTS IN THE DISABILITY COMMUNITY. 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PLAN HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). PLAN BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PLAN'S FEDERAL RETURNS OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR JUNE 30, 2023, 2022, AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D NET ASSETS RELEASED FROM RESTRICTIONS 7,042 SCHEDULE D, PAGE 4, PART XII, LINE 2D NET ASSETS RELEASED FROM RESTRICTIONS 7,042 X X X false false false false false false false false false KERRY TEDFORD-COLES EXECUTIVE DIRECTOR 157102 30000 5080 450 192632 FORM 990 - ORGANIZATION'S MISSION TO PROMOTE INDEPENDENCE AND ENHANCE THE QUALITY OF LIFE FOR THE ELDERLY, PEOPLE WITH DISABILITIES AND THEIR FAMILIES THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS. TO PROVIDE SUPPLEMENTARY ASSISTANCE TO THE MOST NEEDY ELDERLY AND PEOPLE WITH DISABILITIES THROUGH THE ADMINISTRATION OF CHARITABLE TRUST FUNDS. FORM 990, PAGE 2, PART III, LINE 4A PLAN OF CT IS THE ONLY ORGANIZATION IN CONNECTICUT THAT ADMINISTERS A SPECIAL NEEDS POOLED TRUST. THIS TRUST HAS ALLOWED HUNDREDS OF CONNECTICUT RESIDENTS WITH DISABILITIES, MOSTLY THOSE OVER THE AGE OF 65, TO LIVE IN THEIR OWN HOME WITH ASSISTANCE RATHER THAN IN A NURSING HOME. THIS NOT ONLY ALLOWS PEOPLE WITH DISABILITIES TO LIVE IN THE COMMUNITY, IT RELIEVES AN ENORMOUS STRAIN ON THE MEDICAID SYSTEM. PLAN HAS ALSO DISTRIBUTED THOUSANDS OF DOLLARS FROM ITS CHARITABLE ACCOUNTS TO HELP CONNECTICUT RESIDENTS WITH DISABILITIES LIVE MORE INDEPENDENT AND ENRICHED LIVES. THE DISTRIBUTIONS HAVE MADE HOMES MORE ACCESSIBLE, PROVIDED EDUCATION AND SAFE ENVIRONMENTS FOR THOSE WHO NEED IT MOST. PLAN OF CT CONTINUES TO PROVIDE COMMUNITY EDUCATION ABOUT THE IMPORTANCE OF SPECIAL NEEDS TRUSTS IN THE DISABILITY COMMUNITY. WORKSHOPS, ONE-ONE MEETINGS AND SUPPORT GROUP PRESENTATIONS HAVE HELPED EDUCATE FAMILIES AND PROFESSIONALS ON HOW TO ENSURE ALL PEOPLE WITH DISABILITIES ARE PROVIDED WITH A FULL AND DIGNIFIED LIFE. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AND OPERATIONS, ALONG WITH THE AUDIT COMMITTEE REVIEW THE 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS/KEY EMPLOYEES WILL DISCLOSE ANY CONFLICT OF INTEREST TO THE EXECUTIVE DIRECTOR DURING THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS RESEARCHES COMPARABLE DATA AND VOTES ON COMPENSATION FOR TOP MANAGEMENT OFFICIALS. FORM 990, PAGE 6, PART VI, LINE 15B TOP MANAGEMENT OFFICIALS RESEARCH COMPARABLE DATA TO DETERMINE COMPENSATION FOR KEY EMPLOYEES. THE COMPENSATION IS THEN VOTED ON BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST WITHIN A REASONABLE AMOUNT OF TIME. FORM 990, PART XI, LINE 9 NET ASSETS RELEASED FROM RESTRICTIONS 7,042 NET ASSETS RELEASED FROM RESTRICTIONS -7,042 PLAN OF CT INC CHARITABLE TRUST PO BOX 290937 WETHERSFIELD CT 061290937 066528014 TRUST CT 501C3 10 PLAN OF CT PLANNED LIFETIME ASSISTANCE NETWORK false false false false false false false false false false false false false false false false false false false false