FORM 1023-EZ for PLANNED2GIVE

Field Data
EIN 47-4663369
Case Number EO-2019297-000462
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name PLANNED2GIVE
Organization’s Mailing Address 123 HORACE ST
City DAYTON
State OH
ZIP 45402
Accounting period End 12
Primary contact name STEPHANIE KNOX
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

JEFF JACKSON
CO-FOUNDER
123 HORACE ST
DAYTON OH 45402

Officer/Director/Trustee Two

LISA GRIGSBY
CO-FOUNDER
25 VILLA POINTE DR
DAYTON OH 45066

Organization’s website
Organization’s email P2GIVE@GMAIL.COM
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 8/1/15
Organization Incorporation State OH
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code S12 - Fund Raising and/or Fund Distribution
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts Yes
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement Yes
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name JEFF JACKSON
Signature Title CO-FOUNDER
Signature Date 10/22/19
EIN 47-4663369
Case Number EO-2017052-000207
Form 1023-EZ version 62014
Eligibility Worksheet 1
Organization Name PLANNED2GIVE
Organization’s Mailing Address 25 VILLA POINTE DRIVE
City SPRINGBORO
State OH
ZIP 45066
Accounting period End 12
Primary contact name JEFFERY JACKSON
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

JEFFERY JACKSON
CO-FOUNDER
123 HORACE STREET
DAYTON OH 45402

Officer/Director/Trustee Two

LISA GRIGSBY
CO-FOUNDER
25 VILLA POINTE DRIVE
SPRINGBORO OH 45066

Organization’s website
Organization’s email P2GIVE@GMAIL.COM
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 10/1/2015
Organization Incorporation State OH
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code T12 - Fund Raising and/or Fund Distribution
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts Yes
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name
Signature Title
Signature Date

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