2025-01-30T14:13:37-06:00 2024-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET SUITE 203 DEDHAM MA 02026 990 2023-07-01 237159632 PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLANDINC PLAN 6172445552 859 WILLARD STREET 110 QUINCY MA 02169 HAROLD FORTNA TREASURER 6172445552 2025-01-22 0 KRISTOFFER LANE P01446126 6172629898 2025-01-15 2023 2025-03-06 01:10:19Z HAROLD FORTNA 859 WILLARD STREET 110 QUINCY MA 02169 5431890 0 X WWW.PLANOFMA-RI.ORG X 1971 MA THE ORGANIZATION PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES TO ENHANCE THEIR QUALITY OF LIFE. 13 13 24 0 0 0 0 0 3809193 4452826 609676 979064 0 0 4418869 5431890 495131 488295 0 0 2245993 2337167 0 0 0 1304645 1479112 4045769 4304574 373100 1127316 36207374 41204765 14860397 16741461 21346977 24463304 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. 0 0 3288929 488295 5431890 PROVIDE PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND. 3288929 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X PLAN OF MA & RI 6172445552 859 WILLARD STREET SUITE 110 QUINCY MA 02169 CHARLES SILSBY VICE PRESIDENT 2.00 X X 0 0 0 SETH HABER PRESIDENT 2.00 X X 0 0 0 HAROLD FORTNA TREASURER 2.00 X X 0 0 0 ROBERT LOEB CLERK 2.00 X X 0 0 0 DAVID ROZENSON DIRECTOR 2.00 X 0 0 0 ANNA BAUER-MCTIGUE DIRECTOR 2.00 X 0 0 0 DAVID WIZANSKY DIRECTOR 2.00 X 0 0 0 CAROL COVELL DIRECTOR 2.00 X 0 0 0 PAMELA BOOTH DIRECTOR 2.00 X 0 0 0 TODD SPENCER DIRECTOR 2.00 X 0 0 0 DANIEL J GALLI DIRECTOR 2.00 X 0 0 0 WILLIAM H HULSEY DIRECTOR 2.00 X 0 0 0 KRISTEN PRULL MOONAN DIRECTOR 2.00 X 0 0 0 JOAN MCGRATH EXECUTIVE DIRECTOR 35.00 X 223711 0 16602 KATHY VITELLO DIRECTOR OF OPERATIONS 35.00 X 140255 0 13239 CLARE KEATING CONTROLLER 35.00 X 163403 0 17319 527369 0 47160 3 0 1 0 WADE HOROWTZ & LAPOINTE 1309 BEACON ST 2ND FLOOR BROOKLINE MA 02446 ATTORNEY 137240 1 MANAGEMENT FEE 541610 2195911 2195911 REMAINDER FEE 900099 2016415 2016415 FEES FOR SERVICES 900099 240500 240500 4452826 979064 979064 5431890 5431890 0 0 474808 474808 13487 13487 527369 356459 170910 1418589 958851 459738 54072 36548 17524 173476 117256 56220 163661 110622 53039 596186 596186 144129 131080 13049 171139 115854 55285 41123 27796 13327 57947 39167 18780 65394 44201 21193 45425 30703 14722 60530 40913 19617 24354 16461 7893 148689 100502 48187 27061 18291 8770 MISCELLANEOUS 48765 27049 21716 TELEPHONE AND INTERNET 30750 20785 9965 CONSULTING SERVICES 15450 10443 5007 REPAIRS AND MAINTENANCE 2170 1467 703 4304574 3288929 1015645 0 14468590 16889542 2481049 2698605 24456 32876 874327 356759 658026 517568 18538552 21029473 36701 36701 36207374 41204765 130423 155996 14084187 16071855 645787 513610 14860397 16741461 X 21346977 24463304 21346977 24463304 36207374 41204765 1127316 1989011 0 X X 0 1 X 1 0 X 2790083 1575995 1820983 1708254 2016415 9911730 2120472 2036408 2135372 2100939 2436411 10829602 4910555 3612403 3956355 3809193 4452826 20741332 0 0 0 20741332 557959 470883 798590 609676 979064 3416172 557959 470883 798590 609676 979064 3416172 5468514 4083286 4754945 4418869 5431890 24157504 0.85860 0.87140 0.14140 0.12860 X 0 14085629 39835659 -37807228 16114060 1 X 163861 94438 69423 710466 262321 448145 517568 MARKETABLE SECURITIES 21029473 F 21029473 LEASE LIABILITY 513610 513610 X 7420901 1989011 1989011 5431890 0 5431890 4304574 0 4304574 0 4304574 PART IV, LINE 2B: WHEN A BENEFICIARY PASSES AWAY HIS OR HER FUNDS ARE MOVED INTO AN ESCROW ACCOUNT. THE BENEFICIARY'S ACCOUNT GOES THROUGH A CLOSING PROCESS, ONCE CLOSED, PLAN OF MA & RI, INC. ISSUES CHECKS TO DISBURSE THE FUNDS TO THE APPROPRIATE PARTIES. PART X, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2024 THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS. 1 ASSOCIATION FOR AUTISM AND NEURODIVERSITY 85 MAIN STREET 3 WATERTOWN MA 02472 043376227 10000 0 FMV STRATEGIC PARTNERSHIP 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. THE CARROLL CENTER FOR THE BLIND 770 CENTRE STREET NEWTON MA 02458 042106173 10000 0 FMV STRATEGIC PARTNERSHIP 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. BEST BUDDIES OF MA AND RI 529 MAIN ST SUITE 202 BOSTON MA 02129 521614576 100000 0 FMV STRATEGIC PARTNERSHIP 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. SPECIAL OLYMPICS MASSACHUSETTS 512 FOREST ST MARLBOROGH MA 01752 237242294 100000 0 FMV STRATEGIC PARTNERSHIP 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. ROAD TO RESPONSIBILITY 1831 OCEAN STREET MARSHFIELD MA 02050 043035105 25000 0 FMV STRATEGIC PARTNERSHIP 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. NAMI MASS 331 MONTVALE AVE STE 200 WOBURN MA 01801 042777012 25000 0 FMV STRATEGIC PARTNERSHIP 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. NORTHEAST ARC 1 SOUTHSIDE RD DANVERS MA 01923 042232416 100000 0 FMV STRATEGIC PARTNERSHIP 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. THE ARC OF THE SOUTH SHORE 20 POND PARK UNIT 113 HINGHAM MA 02043 042302069 25000 0 FMV STRATEGIC PARTNERSHIP COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY CENTRAL MA AGENCY ON AGING 330 SOUTHWEST CUTOFF STE 203 WORCESTER MA 01604 042547633 25000 0 FMV STRATEGIC PARTNERSHIP COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY 9 THE COMMUNITY FUND PROVIDES ASSISTANCE IN THE FORM OF GRANTS FOR FORMER AND CURRENT BENEFICIARIES OF THE TRUST. 4 12487 X 0 0 0 0 0 0 0 0 0 JOAN MCGRATH EXECUTIVE DIRECTOR 223711 0 0 0 0 0 0 0 0 0 223711 0 0 0 CLARE KEATING CONTROLLER 163403 0 0 0 0 0 0 0 0 0 163403 0 0 0 PART I, LINE 3 THE BOARD REVIEWS ON AN ANNUAL BASIS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND RECOMMENDS ANY SALARY CHANGES TO THAT POSITION AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE, EXECUTIVE DIRECTOR AND CONTROLLER REVIEW FORM 990, PART VI, SECTION B, LINE 12C PERIODICALLY MONITORS COMPLIANCE WITH ESTABLISHED POLICY AND REQUIRES ANNUAL SIGN OFFS FROM BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES.BYLAWS REQUIRE DISCLOSURE TO BE MADE WHENEVER A VOTE IS TAKEN AT A MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED YEAR TO YEAR.