Public nonprofit record
CALIFORNIA PLANNING FOUNDATION
EIN 23-7088161 · Education (B82Z)
What they do
THE PURPOSE of THE CALIFORNIA PLANNING FOUNDATION is to FURTHER THE PROFESSION PRACTICE of PLANNING IN CALIFORNIA. THE PRINCIPAL ACTIVITY is PROVIDING SCHOLARSHIP SUPPORT for STUDENTS PREPARING for CAREERS IN THE PLANNING PROFESSION IN CALIFORNIA.
Money
Tax year 2025Financial picture
Revenue$151,650
Expenses$96,481
Assets$887,920
Income$254,527
Contributions$112,602
Management$17,481
Stocks and bonds$803,134
Accounting fees$8,667
Investing fees$3,079
About this charity
- Recognized since
- January 1970
- Location
- 983 OSOS STREET, SAN LUIS OBISPO, CA 93401
- County
- San Luis Obispo
- In care of
- LISA WISE
- Primary officer
- LISA WISE, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990
- Tax preparer
- BOWMAN & COMPANY LLP
- NTEE classification
- Education (B82Z)
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 2800
- Deductibility
- 1
- Foundation
- 16
- Activity
- 161180059
- Organization
- 1
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