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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: Fidelity Union Trust Co
Legal name: John William Plansoen Etal Trust 27871
Other name: John W Plansoen Trust
EIN 22-6020281 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Private Foundation (Form 990-PF)
This organisation files Form 990-PF as a private foundation. The 990-PF doesn't have a Part I Line 1 “mission” field the way Form 990 does, so we don't have a mission statement on record.
The grants list on the Grants tab and the financial breakdowns below give the clearest picture of this foundation's focus.
Total Revenue
$189K
FY2024
Total Expenses
$317K
FY2024
Net Assets
$2.7M
Program Ratio
—
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.