STUART AND LAURA PLANK FAMILY FOUNDATION INC: Form 990PF, tax year 2024
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- Organization
- STUART AND LAURA PLANK FAMILY FOUNDATION INC (EIN 81-5333995)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349106325
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:28:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522357127 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RING & RING CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3158 BRAVERTON STREET SUITE 206 | AddressLine1Txt |
| City | EDGEWATER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210372672 | 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 | 815333995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART & LAURA PLANK | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 2404823581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 WISCONSIN AVE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART PLANK | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 2404823581 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J RING CPA | PreparerPersonNm |
| PTIN | P00562569 | PTIN |
| Phone | 4109567899 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| 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 | $4,400,143 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,542,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,455 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $4,607,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,773 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $16,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $16,550 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $11,752 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,752 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,982 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,982 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $586 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $586 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,444,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,450 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $113,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $4,335,362 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,286,752 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,448,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,400,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,448,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,448,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,448,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,444,303 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,448,753 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,448,753 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $914 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $914 | SubtotalAmt |
| Tax Based On Investment Income | $914 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $966 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK RAILEY | IndividualWithBooksNm |
| Phone | 2404823581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 WISCONSIN AVE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| STUART PLANK | ||||||||
| 4016 DRESDEN STREET | KENSINGTON | MD | 20895 | PRESIDENT/DI | 20.00 | $0 | $0 | $0 |
| LAURA PLANK | ||||||||
| 4016 DRESDEN STREET | KENSINGTON | MD | 20895 | SECT/TREAS/D | 15.00 | $0 | $0 | $0 |
| MARK RAILEY | ||||||||
| 7625 WISCONSIN AVE | BETHESDA | MD | 20814 | RESIDENT AGE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $1 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,143,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,202,296 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,202,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,169,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $914 | TotalTaxAmt |
| Distributable Before Adj | $107,549 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $107,549 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $107,549 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,470 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $163,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,549 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $482 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $446 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,470 | QualifyingDistributionsAmt |
| Applied To Current Year | $107,549 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,921 | RemainingDistriFromCorpusAmt |
| Total Corpus | $57,133 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $482 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284 | ExcessFromYear4Amt |
| Excess From Year3 | $446 | ExcessFromYear3Amt |
| Excess From Current Year | $55,921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| USAGAINSTALZHEIMERS | |||||
| 5614 CONNECTICUT AVE NW | WASHINGTON | DC | 200152604 | PROMOTE EXEMPT CHARITY'S PURPOSE | $1,500 |
| PROMISE LANDING FARM INC | |||||
| 16900 CLAGETT LANDING RD | UPPER MARLBORO | MD | 20774 | PROMOTE EXEMPT CHARITY'S PURPOSE | $5,100 |
| GEORGETOWN PREPARATORY SCHOOL | |||||
| 10900 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20852 | PROMOTE EXEMPT CHARITY'S PURPOSE | $25,000 |
| VIRGINIA TECH ATHLETIC FUND | |||||
| PO BOX 10307 | BLACKSBURG | VA | 240620307 | PROMOTE EXEMPT CHARITY'S PURPOSE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,318 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,455 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,773 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,773 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF JAYNE H PLANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1406 35TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,542,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,550 | Amt |
| Disbursements Charitable Prps | $16,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - 166-2 | $1,040,785 | $1,040,785 |
| GOLDMAN SACHS - 175-3 | $1,749,667 | $1,719,570 |
| GOLDMAN SACHS - 176-1 | $1,544,910 | $1,526,397 |