Proxy Parent Foundation
- Company typePrivate
- Founded1991
- HeadquartersPacific Palisades, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Proxy Parent Foundation firmographics
Firmographics- Name
- Proxy Parent Foundation
- Legal name
- Planned Lifetime Assistance Network (PLAN) of California
- Website
- https://proxyparentfoundation.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Proxy Parent Foundation industry classification
Industry- Product category
- Special Needs Trust Administration
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Grantmaking and Giving Services (81321), Services for the Elderly and Persons with Disabilities (624120)
- SIC
- Services-Social Services (8300)
- akta.pro primary industry
- Special Needs & Supplemental Needs Trust Services (FSAAANAJ)
- akta.pro secondary industries
- Philanthropic & Charitable Trust Services (FSAAANAI), Private Foundations (BPAGAKAA)
Keywords
Where Proxy Parent Foundation is headquartered
LocationHeadquarters
- HQ city
- Pacific Palisades
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Proxy Parent Foundation business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Trust Administration Services: Revenue generated from administering Special Needs Trusts for beneficiaries with disabilities. The foundation serves as trustee for the PLAN of California Master Pooled Trust, managing both family-generated and self-funded trusts.
- Donations and Charitable Contributions: As a 501(c)(3) nonprofit organization, Proxy Parent Foundation receives charitable donations from supporters. The website includes a 'Ways To Support' and 'Donate' section.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Trust administration services - quote-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Proxy Parent Foundation product offering
Product offeringCore offering
Proxy Parent Foundation serves as Trustee of the PLAN of California Master Pooled Trust, administering Special Needs Trusts for individuals with disabilities throughout California. The foundation safeguards beneficiaries' eligibility for public benefits such as SSI and Medicaid while allowing them to access trust funds for supplemental quality-of-life needs, and also provides family-like Personal Support Services to beneficiaries with mental illness and other brain disorders.
Product overview
Proxy Parent Foundation operates as a 501(c)(3) nonprofit organization offering two integrated service offerings: the PLAN of California Master Pooled Trust as its primary financial vehicle for safeguarding public benefits for individuals with disabilities, complemented by Personal Support Services that provide family-like care for beneficiaries with mental illness and other brain disorders. Since 1991, the foundation has served California families through these coordinated services.
Differentiator
Problem solved
Functional benefit
Products and services
- PLAN of California Master Pooled Trust
Quantifiable outcome
- Beneficiaries can maintain eligibility for government assistance programs while accessing trust funds for supplemental needs
Companies that use Proxy Parent Foundation
Customer profileSegments3 records
Ideal customer profiles3 records
Proxy Parent Foundation technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Proxy Parent Foundation partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Proxy Parent Foundation competitors and assessment
Company assessmentRegional players
- Disability Rights California: California-based disability advocacy and legal services nonprofit. Geographic and beneficiary overlap with PPF; serves the same population's broader needs (benefits eligibility, advocacy) but not directly competitive on trust administration.
- PLAN of New Jersey: PLAN of California is part of a broader network of regional PLAN affiliates offering similar pooled trust and personal support services for the disability community. Operates in a different geography but is structurally and operationally the most direct comparable nonprofit.
Direct peers
- Special Needs Alliance: National network of attorneys dedicated to disability and special needs planning, including Special Needs Trust creation. Highly comparable to PPF's attorney referral channel and the joint-customer base of families seeking SNT solutions.
- Easterseals: National 501(c)(3) serving people with disabilities and special needs across the full lifecycle of services. Compares to PPF as a similarly mission-driven nonprofit operating in the disability services space, often partnering with or adjacent to pooled trust programs.
- The Arc of the United States: National nonprofit organization serving people with intellectual and developmental disabilities, with local chapters that operate pooled trust and benefits-eligibility services. Closely comparable to PPF in mission, beneficiary profile, and trust-adjacent services.
- National PLAN Council (PLAN Inc., Spokane): Founding national organization of the PLAN network, which PLAN of California is part of. Operates pooled trust and lifetime assistance services for people with disabilities in the Pacific Northwest, with structurally identical service offerings to PPF.
Broad incumbents
- Wells Fargo Special Needs Trust Services: Affiliated with a major national bank, offering pooled and standalone special needs trust administration. Comparable in core service (SNT administration) but operates at far greater scale and as part of a broader wealth management franchise rather than a specialized nonprofit.
- Charles Schwab Trust Services: National brokerage and trust services provider that offers special needs trust and pooled trust solutions. Competes for the same attorney referrals and beneficiary families, but with a much broader product portfolio and digital infrastructure.
Others
- ABLE National Resource Center: National hub for ABLE (529A) accounts, which are a tax-advantaged alternative to Special Needs Trusts for saving on behalf of individuals with disabilities. Indirectly competitive with PPF's pooled trust product as families choose between trust and ABLE strategies.
Emerging players
- National Disability Institute: Nonprofit focused on financial capability and economic self-sufficiency for people with disabilities. Overlaps with PPF on the financial planning and benefits-preservation side of serving the special-needs community, though it is more policy- and education-focused than a trustee.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
Proxy Parent Foundation social profiles
Digital presenceProxy Parent Foundation financial estimates
Financial estimateRevenue estimate
Valuation estimate
Proxy Parent Foundation leadership team
Management profileNumber of profiles
Proxy Parent Foundation funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Proxy Parent Foundation M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Proxy Parent Foundation
What does Proxy Parent Foundation do?
Proxy Parent Foundation serves as Trustee of the PLAN of California Master Pooled Trust, administering Special Needs Trusts for individuals with disabilities throughout California. The foundation safeguards beneficiaries' eligibility for public benefits such as SSI and Medicaid while allowing them to access trust funds for supplemental quality-of-life needs, and also provides family-like Personal Support Services to beneficiaries with mental illness and other brain disorders.
Is Proxy Parent Foundation a public or private company?
Proxy Parent Foundation is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Proxy Parent Foundation founded?
Proxy Parent Foundation was founded in 1991. It employs 1 to 10 people.
Where is Proxy Parent Foundation based?
Proxy Parent Foundation is headquartered in Pacific Palisades, United States, in the North America region.
How does Proxy Parent Foundation make money?
Two revenue lines are on record. Trust Administration Services are the primary driver. The others are donations and Charitable Contributions.
Who are Proxy Parent Foundation's main competitors?
Regional players on record are Disability Rights California and PLAN of New Jersey. Direct peers are Special Needs Alliance, Easterseals, The Arc of the United States and National PLAN Council (PLAN Inc., Spokane). Broad incumbents are Wells Fargo Special Needs Trust Services and Charles Schwab Trust Services. ABLE National Resource Center is listed as an others. National Disability Institute is listed as an emerging player.
Does Proxy Parent Foundation have an API?
No public API is recorded for Proxy Parent Foundation.
What industry is Proxy Parent Foundation in?
Proxy Parent Foundation's product category is Special Needs Trust Administration. Its primary akta.pro industry code is FSAAANAJ, Special Needs & Supplemental Needs Trust Services, with a secondary code of FSAAANAI, Philanthropic & Charitable Trust Services. Its NAICS code is 52592 and its SIC code is 8300.