How to apply
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 ex… Contact: Plan Foundation Co Provident Trust, N16 W23217 Stone Ridge Drive Suite, Waukesha, Wi, 2625212332 Deadlines: NONE Restrictions: SEE 2B
Quoted from Part XV of the foundation's 2024 Form 990-PF; the full text is in the filing. Confirm on the foundation's website before you write.
Grants paid in 2024
17 grants, all shown · from Form 990-PF Part XV
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Art MuseumMilwaukee, WI | General / exempt purposes | $65K |
| University Lake SchoolHartland, WI | General / exempt purposes | $65K |
| All Hands Boat WorkMilwaukee, WI | General / exempt purposes | $50K |
| Sojourner Family Peace CenterMilwaukee, WI | General / exempt purposes | $30K |
| The Women's CenterWaukesha, WI | General / exempt purposes | $30K |
| Penfield Children's CenterMilwaukee, WI | General / exempt purposes | $25K |
| Friends of Schlitz Audubon CenterBayside, WI | General / exempt purposes | $22K |
| Next Door FoundationMilwaukee, WI | General / exempt purposes | $20K |
| Restoring Lands TrustWest Bend, WI | General / exempt purposes | $20K |
| Wisconsin Historical FoundationMadison, WI | General / exempt purposes | $16K |
| The Charles E Kubly Foundation IncMequon, WI | General / exempt purposes | $15K |
| Neighborhood House of MilwaukeeMilwaukee, WI | General / exempt purposes | $14K |
| Waukesha County Land Conservancy IncBrookfield, WI | General / exempt purposes | $10K |
| FIRST StageMilwaukee, WI | General / exempt purposes | $7,000 |
| Urban Ecology CenterMilwaukee, WI | General / exempt purposes | $5,000 |
| Life StridersManitou Springs, CO | General / exempt purposes | $5,000 |
| Milwaukee RiverkeepersMilwaukee, WI | General / exempt purposes | $1,000 |
By state: Wisconsin 16 · Colorado 1
About this foundation
Plan Foundation is a private grantmaking foundation in New York, New York, administered in care of Bessemer Trust, tax-exempt since 1992. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.
Does Plan Foundation accept grant applications?
Yes. On its 2024 Form 990-PF the foundation indicates it accepts applications. 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. Deadlines: NONE.
How much does Plan Foundation give each year?
In tax year 2024 it paid $400K across 17 grants, a median of $20K.
Where does Plan Foundation give?
Wisconsin (16 grants), Colorado (1 grants), per its latest filing.
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