Powered by CharityEZ

Charity Finder

CALIFORNIA PLANNING FOUNDATION

Free public charity information to help you learn before you give back.

Close & return to results

Your search results are waiting in the other tab.

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

Financial picture

Tax year 2025
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
Keep exploring

Related charities nearby

Explore this community

Thanks for caring! Learning about a charity is a great first step toward giving back.

About this report: Information comes from public nonprofit records and may show the latest filing available.

Close & return to results
Want to go deeper?

Full charity research is waiting at CharityEZ

Explore complete charity searches, information, reports, and research tools.

For Full Charity Searches and Information — Try CharityEZ
Are you this charity?Keep your current needs updated free with CharityEZ.
Post your needs free