Private foundation · EIN 39-6545150

Plan Foundation C/O Bessemer Trust Company Na

Accepts applications

New York, NY

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Tax year 2024 (period ending 2025-05-31) · Filed with IRS 2026 · Data as of 2026-10-24 · View filing on ProPublica · Source: IRS e-file object 202600929349101100
Total assets (EOY)$4,658,971
Grants paid$400,000
Typical (median) grant$20,000
Grants listed17
Giving in home state (NY)0%

Grant size distribution

RangeGrants
Under $5K1
$5K–$25K10
$25K–$100K6
$100K+0

Smallest $1,000 · Largest $65,000

Geographic focus

WI
99%
CO
1%

Common purposes

exempt

Giving history

Tax yearContributions paidTotal assetsGrants listed
2022$438,000$4,363,11417
2023$368,000$4,317,48316
2024$400,000$4,658,97117

Years shown are the filings ingested so far; more years are added as additional IRS batches are processed.

How to apply

ContactPLAN FOUNDATION CO PROVIDENT TRUST
AddressN16 W23217 STONE RIDGE DRIVE SUITE, 310, WAUKESHA, WI, 53188
Phone2625212332
Form & materialsIN 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.
DeadlinesNONE
RestrictionsSEE 2B

Source: 990-PF Part XV line 2, tax year 2024.

Top recipients (tax year 2024)

RecipientLocationPurposeAmount
Milwaukee Art MuseumMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$65,000
University Lake SchoolHARTLAND, WIGENERAL / EXEMPT PURPOSES$65,000
All Hands Boat WorkMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$50,000
Sojourner Family Peace CenterMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$30,000
The Women'S CenterWAUKESHA, WIGENERAL / EXEMPT PURPOSES$30,000
Penfield Children'S CenterMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$25,000
Friends Of Schlitz Audubon CenterBAYSIDE, WIGENERAL / EXEMPT PURPOSES$22,000
Next Door FoundationMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$20,000
Restoring Lands TrustWEST BEND, WIGENERAL / EXEMPT PURPOSES$20,000
Wisconsin Historical FoundationMADISON, WIGENERAL / EXEMPT PURPOSES$16,000
The Charles E Kubly Foundation IncMEQUON, WIGENERAL / EXEMPT PURPOSES$15,000
Neighborhood House Of MilwaukeeMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$14,000
Waukesha County Land Conservancy IncBROOKFIELD, WIGENERAL / EXEMPT PURPOSES$10,000
First StageMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$7,000
Urban Ecology CenterMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$5,000
Life StridersMANITOU SPRINGS, COGENERAL / EXEMPT PURPOSES$5,000
Milwaukee RiverkeepersMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$1,000
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