Plan Foundation
Plan Foundation is a private foundation based in New York, New York. Its stated purpose is to make charitable grants to qualifying tax-exempt organizations; its 2025 grants went predominantly to organizations in Wisconsin.
Plan Foundation at a glance
In short: Plan Foundation gave $400K across 17 grants in 2025 (avg $24K), mostly in Wisconsin. 12% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $400,000
- +8.7% vs 2024
- Grants made (2025)
- 17
- +6.3% vs 2024
- Average grant
- $23,529
- +2.3% vs 2024
- Median grant
- $20,000
- Total assets
- $4,658,971
- +7.9% vs 2024
- New grantees (estimate)
- 12% first-time grantees (2 of 17, 2025; small sample)
- Primary geography
- Wisconsin (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Plan Foundation
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation accepts unsolicited requests. Eligible organizations may submit written inquiries and applications addressed to the trustees. Applications should include evidence that the organization is tax exempt under section 509(a)(1), (2), or (3) of the Internal Revenue Code. The filing refers to award restrictions as “See 2B.”
- Contact
Application contact: Plan Foundation Co Provident Trust
Mailing address: N16 W23217 Stone Ridge Drive Suite, 310, Waukesha, WI 53188
Phone: (262) 521-2332
Website: https://planfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Plan Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Milwaukee Art Museum ($65K). Together the top 10 received $343K.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 71 grants of 79 (90%).
Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to recipients in Wisconsin and 1% to recipients in Colorado.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Plan Foundation open to new grantees?
12%
first-time grantees, 2025
In 2025, 2 of 17 grantees (12%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $13K; repeat grants $25K. How we count
Medians: $13K first-time, $20K repeat.
- 88% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $271K (2021) to $438K (2023). In 2025 it made 17 grants totaling $400K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Art Museum Milwaukee, WI | General / Exempt Purposes | $65,000 |
| University Lake School Hartland, WI | General / Exempt Purposes | $65,000 |
| All Hands Boat Work Milwaukee, WI | General / Exempt Purposes | $50,000 |
| Sojourner Family Peace Center Milwaukee, WI | General / Exempt Purposes | $30,000 |
| The Women's Center Waukesha, WI | General / Exempt Purposes | $30,000 |
| Penfield Children's Center Milwaukee, WI | General / Exempt Purposes | $25,000 |
| Friends of Schlitz Audubon Center Bayside, WI | General / Exempt Purposes | $22,000 |
| Next Door Foundation Milwaukee, WI | General / Exempt Purposes | $20,000 |
| Restoring Lands Trust West Bend, WI | General / Exempt Purposes | $20,000 |
| Wisconsin Historical Foundation Madison, WI | General / Exempt Purposes | $16,000 |
Ready to take the next step with Plan Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,658,971 | $799,482 | $457,994 | $400,000 | 17 | $403,850 | $581,138 | $465,683 |
| 2024 | $4,317,483 | $386,162 | $431,793 | $368,000 | 16 | $371,850 | $326,219 | $412,939 |
| 2023 | $4,363,114 | $1,144,211 | $482,829 | $438,000 | 17 | $441,850 | $882,002 | $362,407 |
| 2022 | $3,701,732 | $407,375 | $414,097 | $353,000 | 15 | $356,850 | $359,330 | $441,735 |
| 2021 | $3,708,383 | $918,442 | $334,098 | $271,000 | 14 | — | $524,105 | $356,384 |
Under IRS private-foundation payout rules, Plan Foundation reported a distributable amount of $466K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated purpose is to make charitable grants to organizations described in sections 509(a)(1), (2), and (3) of the Internal Revenue Code. Its 2025 grants included organizations working in education, arts and culture, domestic-violence support, children’s services, history, and mental health. These are descriptions of grantees’ work, not stated focus areas of the foundation. For example, University Lake School describes itself as a college preparatory school, while the Milwaukee Art Museum says it collects, preserves, and presents art and supports emerging artists. The Women’s Center describes its work as providing safety, shelter, and support to people impacted by abuse and trafficking; Penfield Children’s Center says it helps young children through education, therapy, and family programs.
Grantmaking
In 2025, the foundation reported 17 grants totaling $400,000. Grant amounts ranged from $1,000 to $65,000, with a median of $20,000. The largest awards were $65,000 each to Milwaukee Art Museum and University Lake School, followed by $50,000 to All Hands Boat Work. Other notable grants included $30,000 each to Sojourner Family Peace Center and The Women’s Center, $25,000 to Penfield Children’s Center, and $20,000 each to Next Door Foundation and Restoring Lands Trust. The listed grant purposes were “general / exempt purposes.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lynn M. Rix, Adam S. Rix, and Natalie L. Rix as co-trustees.
Plan Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Adam S. Rix
Co-Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Lynn M. Rix
Co-Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Natalie L. Rix
Co-Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Former officers (2)
- Former: Paul A. Rix Dec'd (2022) — Co-Trustee
- Former: Paul A. Rix (2021) — Co-Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Plan Foundation
How much does Plan Foundation give each year?
Plan Foundation gave $400K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $368K across 16 grants.
What is Plan Foundation's typical grant size?
Plan Foundation's median grant in 2025 was $20,000, and its average grant was $23,529, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Plan Foundation that year got $13K on average.
Where does Plan Foundation give grants?
Plan Foundation gives mostly in Wisconsin: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (9 grants).
Does Plan Foundation give general operating support?
Yes: 100% of Plan Foundation's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Plan Foundation's largest grantees?
Plan Foundation's largest 2025 grantees include Milwaukee Art Museum ($65,000), University Lake School ($65,000) and All Hands Boat Work ($50,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Plan Foundation?
Plan Foundation reported $4.7M in total assets on its 2025 IRS Form 990-PF. It paid out $404K in qualifying distributions that year, against a required minimum of $466K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Plan Foundation fund?
The foundation’s stated purpose is to make charitable grants to organizations described in sections 509(a)(1), (2), and (3) of the Internal Revenue Code. See mission & focus areas ↑
How do I apply for a grant from Plan Foundation?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Plan Foundation's EIN?
Plan Foundation's EIN (Employer Identification Number) is 39-6545150. IRS Form 990 filing data is available on this page for 2021–2025.
Does Plan Foundation accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 13, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 2, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 6, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Plan Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Plan Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/plan-foundation-morg_f193085e71bd44f393e8486a36f8572f
BibTeX
@misc{grantable_396545150_2026,
author = {{Grantable}},
title = {{Plan Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/plan-foundation-morg_f193085e71bd44f393e8486a36f8572f},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Plan Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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