Plan Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Plan Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 39-6545150
Foundation Overview
Based in New York, NY, Plan Foundation has awarded 112 grants totaling $2,636,000 to organizations in Wisconsin and Colorado. Individual grants range from $1,000 to $125,000, with a median award of $20,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 17 recipients (12%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
99% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Milwaukee (60%), Bayside (6%), West Bend (6%).
Funding Trajectory
Moderate 48% growth trend over 4 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Plan Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| All Hands Boat Work | $50,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| First Stage | $7,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Friends Of Schlitz Audubon Center | $22,000 | Bayside, WI, US | General / Exempt Purposes | 2024 |
| Milwaukee Art Museum | $65,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Milwaukee Riverkeepers | $1,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Neighborhood House Of Milwaukee | $14,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Next Door Foundation | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Penfield Children's Center | $25,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Sojourner Family Peace Center | $30,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| The Charles E Kubly Foundation Inc | $15,000 | Mequon, WI, US | General / Exempt Purposes | 2024 |
| The Women's Center | $30,000 | Waukesha, WI, US | General / Exempt Purposes | 2024 |
| University Lake School | $65,000 | Hartland, WI, US | General / Exempt Purposes | 2024 |
| Urban Ecology Center | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2024 |
| Waukesha County Land Conservancy Inc | $10,000 | Brookfield, WI, US | General / Exempt Purposes | 2024 |
| Wisconsin Historical Foundation | $16,000 | Madison, WI, US | General / Exempt Purposes | 2024 |
| Life Striders | $5,000 | Manitou Springs, CO, US | General / Exempt Purposes | 2024 |
| Restoring Lands Trust | $20,000 | West Bend, WI, US | General / Exempt Purposes | 2024 |
| All Hands Boat Work | $45,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| First Stage | $7,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Friends Of Schlitz Audubon Center | $20,000 | Bayside, WI, US | General / Exempt Purposes | 2023 |
| Milwaukee Art Museum | $65,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Milwaukee Riverkeepers | $1,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Neighborhood House Of Milwaukee | $13,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Next Door Foundation | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Ozaukee-washington Land Trust | $20,000 | West Bend, WI, US | General / Exempt Purposes | 2023 |
| Penfield Children's Center | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Sojourner Family Peace Center | $30,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| The Charles E Kubly Foundation Inc | $10,000 | Mequon, WI, US | General / Exempt Purposes | 2023 |
| The Women's Center | $25,000 | Waukesha, WI, US | General / Exempt Purposes | 2023 |
| University Lake School | $65,000 | Hartland, WI, US | General / Exempt Purposes | 2023 |
| Urban Ecology Center | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Waukesha County Land Conservancy Inc | $12,000 | Brookfield, WI, US | General / Exempt Purposes | 2023 |
| Wisconsin Historical Foundation | $10,000 | Madison, WI, US | General / Exempt Purposes | 2023 |
| All Hands Boat Work | $45,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| First Stage | $7,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Friends Of Schlitz Audubon Center | $20,000 | Bayside, WI, US | General / Exempt Purposes | 2023 |
| Milwaukee Art Museum | $65,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Milwaukee Riverkeepers | $1,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Neighborhood House Of Milwaukee | $13,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Next Door Foundation | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Ozaukee-washington Land Trust | $20,000 | West Bend, WI, US | General / Exempt Purposes | 2023 |
| Penfield Children's Center | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Sojourner Family Peace Center | $30,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| The Charles E Kubly Foundation Inc | $10,000 | Mequon, WI, US | General / Exempt Purposes | 2023 |
| The Women's Center | $25,000 | Waukesha, WI, US | General / Exempt Purposes | 2023 |
| University Lake School | $65,000 | Hartland, WI, US | General / Exempt Purposes | 2023 |
| Urban Ecology Center | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2023 |
| Waukesha County Land Conservancy Inc | $12,000 | Brookfield, WI, US | General / Exempt Purposes | 2023 |
| Wisconsin Historical Foundation | $10,000 | Madison, WI, US | General / Exempt Purposes | 2023 |
| All Hands Boat Work | $45,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| First Stage | $7,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Friends Of Schlitz Audubon Center | $20,000 | Bayside, WI, US | General / Exempt Purposes | 2022 |
| Hunger Task Force | $10,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Milwaukee Art Museum | $60,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Milwaukee Riverkeepers | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Neighborhood House Of Milwaukee | $12,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Next Door Foundation | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Ozaukee-washington Land Trust | $22,000 | West Bend, WI, US | General / Exempt Purposes | 2022 |
| Penfield Children's Center | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Sojourner Family Peace Center | $30,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| The Women's Center | $25,000 | Waukesha, WI, US | General / Exempt Purposes | 2022 |
| University Lake School | $125,000 | Hartland, WI, US | General / Exempt Purposes | 2022 |
| Urban Ecology Center | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Wisconsin Historical Foundation | $12,000 | Madison, WI, US | General / Exempt Purposes | 2022 |
| Waukesha County Land Conservancy Inc | $10,000 | Brookfield, WI, US | General / Exempt Purposes | 2022 |
| The Charles E Kubly Foundation Inc | $10,000 | Mequon, WI, US | General / Exempt Purposes | 2022 |
| All Hands Boat Work | $45,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| First Stage | $7,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Friends Of Schlitz Audubon Center | $20,000 | Bayside, WI, US | General / Exempt Purposes | 2022 |
| Hunger Task Force | $10,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Milwaukee Art Museum | $60,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Milwaukee Riverkeepers | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Neighborhood House Of Milwaukee | $12,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Next Door Foundation | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Ozaukee-washington Land Trust | $22,000 | West Bend, WI, US | General / Exempt Purposes | 2022 |
| Penfield Children's Center | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Sojourner Family Peace Center | $30,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| The Women's Center | $25,000 | Waukesha, WI, US | General / Exempt Purposes | 2022 |
| University Lake School | $125,000 | Hartland, WI, US | General / Exempt Purposes | 2022 |
| Urban Ecology Center | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2022 |
| Wisconsin Historical Foundation | $12,000 | Madison, WI, US | General / Exempt Purposes | 2022 |
| Waukesha County Land Conservancy Inc | $10,000 | Brookfield, WI, US | General / Exempt Purposes | 2022 |
| The Charles E Kubly Foundation Inc | $10,000 | Mequon, WI, US | General / Exempt Purposes | 2022 |
| All Hands Boat Work | $45,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| First Stage | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Friends Of Schlitz Audubon Center | $20,000 | Bayside, WI, US | General / Exempt Purposes | 2021 |
| Hunger Task Force | $18,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Milwaukee Art Museum | $45,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Milwaukee Riverkeepers | $5,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Neighborhood House Of Milwaukee | $12,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Next Door Foundation | $18,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Ozaukee-washington Land Trust | $22,000 | West Bend, WI, US | General / Exempt Purposes | 2021 |
| Penfield Children's Center | $20,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Sojourner Family Peace Center | $25,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| The Women's Center | $21,000 | Waukesha, WI, US | General / Exempt Purposes | 2021 |
| University Lake School | $83,000 | Hartland, WI, US | General / Exempt Purposes | 2021 |
| Urban Ecology Center | $3,000 | Milwaukee, WI, US | General / Exempt Purposes | 2021 |
| Wisconsin Historical Foundation | $11,000 | Madison, WI, US | General / Exempt Purposes | 2021 |
| All Hands Boat Work | $40,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| First Stage | $3,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Friends Of Schlitz Audubon Center | $19,000 | Bayside, WI, US | General / Exempt Purposes | 2020 |
| Hunger Task Force | $18,500 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Milwaukee Art Museum | $30,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Neighborhood House Of Milwaukee | $12,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Next Door Foundation | $18,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Ozaukee-washington Land Trust | $20,000 | West Bend, WI, US | General / Exempt Purposes | 2020 |
| Penfield Children's Center | $19,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Sojourner Family Peace Center | $23,500 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| The Women's Center | $20,500 | Waukesha, WI, US | General / Exempt Purposes | 2020 |
| University Lake School | $44,000 | Hartland, WI, US | General / Exempt Purposes | 2020 |
| Milwaukee Riverkeepers | $1,000 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
| Urban Ecology Center | $2,500 | Milwaukee, WI, US | General / Exempt Purposes | 2020 |
Foundations Similar to Plan Foundation
Discover 5 foundations with comparable assets ($9,417,401-$9,561,145), similar grant patterns, and geographic focus in NY that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Marshall Family Foundation Inc
EIN: 13-3157280 | 262 grants awarded |
$9,496,331
(≈ Similar) |
$10,000
median grant |
Uniondale, NY
Same state |
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|
Burt & Stanley Shaffer Foundation
EIN: 81-0927124 | 224 grants awarded |
$9,437,975
(≈ Similar) |
$15,000
median grant |
New York, NY
Same state |
|
|
The Roni Horn Foundation
EIN: 46-2691218 | 63 grants awarded |
$9,417,401
(≈ Similar) |
$35,000
median grant |
New York, NY
Same state |
|
|
The Jct Foundation
EIN: 13-3237111 | 303 grants awarded |
$9,557,967
(≈ Similar) |
$10,000
median grant |
East Hampton, NY
Same state |
|
|
Titus Adams Foundation
EIN: 81-4684244 | 24 grants awarded |
$9,561,145
(≈ Similar) |
$37,500
median grant |
Albany, NY
Same state |
|
Related Foundation Resources in NY:
Contact Information
Official contact details for Plan Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 39-6545150 |
| Website | N/A |
| Address | 1271 AVENUE OF THE AMERICAS FL 42 New York, NY 10020-1401 |
Key People (3)
Board members, trustees, and key staff who oversee Plan Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | Lynn M Rix |
|---|---|
| Co-trustee | Adam S Rix |
| Co-trustee | Natalie L Rix |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Plan Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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