Plan Foundation
Accepts applications
Plan Foundation is a private foundation in New York, New York. In tax year 2024 it gave $400,000 in 17 grants; the typical grant was $20,000 and the largest $65,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$400,000
- Number of grants17
- Typical grant$20,000
- Largest grant$65,000
- Assets$9.5 million
- New grantees12%
Giving in 2024 was up from $368,000 the year before.
12% of its 2024 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2022 | $438,000 | 17 | $7.7 million |
| 2023 | $368,000 | 16 | $8.9 million |
| 2024 | $400,000 | 17 | $9.5 million |
How to apply
| Contact | Plan Foundation Co Provident Trust N16 W23217 Stone Ridge Drive Suite, 310, Waukesha, WI 53188 |
|---|---|
| Phone or email | (262) 521-2332 |
| What to submit | In accordance with its governing trust instrument, plan foundation's purpose is to make charitable grants to organizations described in section 509(a)(1) , (2) and (3) of the internal revenue code. The trustees of the trust will consider grant applications from any of the aforementioned organizations and will make distributions which, in the opinion of the trustees, best fulfill the objectives of the trust. Inquiries and applications for the plan foundation should be in writing addressed to the trustees at the above address. Applications should include evidence that the organization is tax exempt under the above-mentioned internal revenue code section. |
| Restrictions | See 2B |
What Plan Foundation funds
Where it gives
Its grants went to recipients in 2 states, the most to Wisconsin.
| State | Grants | Amount |
|---|---|---|
| Wisconsin | 16 | $395,000 |
| Colorado | 1 | $5,000 |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Art Museum | General / exempt purposes | $65,000 |
| University Lake School | General / exempt purposes | $65,000 |
| All Hands Boat Work | General / exempt purposes | $50,000 |
| Sojourner Family Peace Center | General / exempt purposes | $30,000 |
| The Women's Center | General / exempt purposes | $30,000 |
| Penfield Children's Center | General / exempt purposes | $25,000 |
| Friends of Schlitz Audubon Center | General / exempt purposes | $22,000 |
| Next Door Foundation | General / exempt purposes | $20,000 |
| Restoring Lands Trust | General / exempt purposes | $20,000 |
| Wisconsin Historical Foundation | General / exempt purposes | $16,000 |
| The Charles E Kubly Foundation Inc | General / exempt purposes | $15,000 |
| Neighborhood House of Milwaukee | General / exempt purposes | $14,000 |
| Waukesha County Land Conservancy Inc | General / exempt purposes | $10,000 |
| First Stage | General / exempt purposes | $7,000 |
| Urban Ecology Center | General / exempt purposes | $5,000 |
| Life Striders | General / exempt purposes | $5,000 |
| Milwaukee Riverkeepers | General / exempt purposes | $1,000 |
Officers and trustees
- Lynn M Rix
- Adam S Rix
- Natalie L Rix
Questions people ask
Does Plan Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications.
How much does Plan Foundation give?
$400,000 in tax year 2024, across 17 grants, with a typical grant of $20,000.
Who runs Plan Foundation?
Its 2024 filing lists Lynn M Rix (Co-Trustee), Adam S Rix (Co-Trustee) and Natalie L Rix (Co-Trustee).
What does Plan Foundation fund?
Based on its grants, mainly environment and conservation.