Thomas a Plein Foundation Ltd

APPLETON, WI EIN: 39-1558684

Thomas A Plein Foundation Ltd is a private foundation based in Appleton, Wisconsin. The foundation was established in the 1980s by Thomas A. Plein, a University of Wisconsin—Oshkosh graduate (Class of 1963) whose family owned 7-Up bottling plants in Oshkosh and other Midwest cities. The foundation was created to advance the Plein family's philanthropic interests and give back to their community. Thomas A. Plein passed away in 2004, and the foundation continues his legacy of charitable giving.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$502K

+17.8% YoY

Grant Count

25

+0.0% YoY

Avg Grant Size

$20K

+17.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's charitable purpose centers on advancing educational and human service opportunities. Primary funding focus areas include:

  • Education
  • Nursing and healthcare support
  • Human services
  • Philanthropy and voluntarism

The foundation has established specific initiatives including the Thomas A. Plein Memorial Endowed Scholarship and the Thomas A. Plein Nursing Grant (established in 2013) to support nursing students with demonstrated financial need.

Grantmaking

How to Apply

** Applications are accepted at any time.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Wisconsin
  • Nevada
  • Florida

Grant Distribution by State

16states
+8 more states

Cities

ALACHUAALEXANDRIAAMESBARTLETTCEDAR FALLSCLYDECOLORADO SPRINGSCOLUMBUSDE PEREDOYLESTOWNDUNKIRKGAINESVILLEGRAFTONGUFFEYHARRISBURGHENDERSONIOWA CITYLAND OF LAKESLARGOLAS VEGAS

Financial History

Multi-year comparison from IRS filings

Total Assets: $8,742,695 (most recent filing)

Total Giving: $501,500

Tax-Exempt Status: Designated as a 501(c)(3) organization since March 1987

EIN: 39-1558684

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$125K$251K$376K$502K22 grants201924 grants202024 grants202127 grants202225 grants202325 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST ROSE DOMINICAN HEALTH…$50KUNIVERSITY OF SOTH FLORIDA$30KNORTH AMERICAN FOUNDATIO…$30KMISSISSIPPI STATE UNIVER…$30KNIGHTHAWK RANCH$30KPENN STATE UNIVERSITY HA…$30KUNIVERSITY OF NORTHERN I…$30KUW OSHKOSH$30KST NORBERT COLLEGE$25KSOUTHSHORE UNITED METHOD…$25K

Grant Size Distribution

125 grants across all recorded years

124<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Rose Dominican Health Foundation ($50,000), University of Soth Florida ($30,000), North American Foundation University of Manchester ($30,000).

RecipientPurposeAmount
UNIVERSITY OF SOTH FLORIDA TAMPA, FLPUBLIC GENERAL CONTRIBUTION$30,000
BENEDICTINE SISTERS OF PERPETUAL ADORATION CLYDE, MOPUBLIC GENERAL CONTRIBUTION$10,000
CATHOLIC HEALTH INITIATIVES CO COLORADO SPRINGS, COPUBLIC GENERAL CONTRIBUTION$15,000
DIGNITY USA DUNKIRK, MDPUBLIC GENERAL CONTRIBUTION$20,000
HUMANE SOCIETY FOR SW WASH VANCOUVER, WAPUBLIC GENERAL CONTRIBUTION$10,000
IMAGO DEI LAS VEGAS, NVPUBLIC GENERAL CONTRIBUTION$15,000
NORTH AMERICAN FOUNDATION UNIVERSITY OF MANCHESTER LITTLETON, MAPUBLIC GENERAL CONTRIBUTION$30,000
MISSISSIPPI STATE UNIVERSITY COLLEGE OF VETRERINARY MEDICINE MISSISSIPPI STATE, MSPUBLIC GENERAL CONTRIBUTION$30,000
NAVAJO LUTHERAN MISSION ROCK POINT, AZPUBLIC GENERAL CONTRIBUTION$20,000
NEW WAYS MINISTRY MT RAINIER, MDPUBLIC GENERAL CONTRIBUTION$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • H. Matthew Frazier — President (based in Henderson, Nevada)
  • Jason W. Ketter — Executive Vice President (based in Reading, Pennsylvania)
  • Kathleen Plein — Director (based in High Springs, Florida)
  • Mary Novak-Jandrey — Director (based in Antioch, Illinois)

Compensation Overview

From 2024 IRS filing

H MATTHEW FRAZIERPRESIDENT$13KJASON W KETTEREXECUTIVE VICE PRESIDENT$13KCATHLEEN MORAITESDIRECTOR$5KSUSAN NOVAK-TIBBETDIRECTOR$5K

From 2024 filing

NameTitleHoursCompensation
H MATTHEW FRAZIERPRESIDENT3$12,500
JASON W KETTEREXECUTIVE VICE PRESIDENT0.5$12,500
CATHLEEN MORAITESDIRECTOR0.25$5,000
SUSAN NOVAK-TIBBETDIRECTOR0.25$5,000

Recent News & Activity

Recent developments and announcements

The foundation has made recent grants to healthcare and educational organizations, including a $25,000 grant to Haven Hospice. The foundation continues to support nursing education through its established nursing grant program and maintains scholarship support at University of Wisconsin—Oshkosh through the Thomas A. Plein Memorial Endowed Scholarship.

Haven Hospice receives $25,000 grant from Thomas A. Plein Foundation

Frequently Asked Questions

What does Thomas a Plein Foundation Ltd fund?

The foundation's charitable purpose centers on advancing educational and human service opportunities. Primary funding focus areas include: • Education • Nursing and healthcare support • Human services • Philanthropy and voluntarism The foundation has established specific initiatives including the Thomas A. Plein Memorial Endowed Scholarship and the Thomas A. Plein Nursing Grant (established in 2013) to support nursing students with demonstrated financial need.

How do I apply for a grant from Thomas a Plein Foundation Ltd?

**Grant Amounts:** Typical awards range from $600 to $50,000. **Total Annual Giving:** $501,500 (based on most recent IRS filing) **Application Process:** Applications are accepted at any time. **Recent Grants:** The foundation has provided grants to organizations including Haven Hospice ($25,000) and has supported educational institutions such as Mississippi State University and University of Wisconsin—Oshkosh.

Where does Thomas a Plein Foundation Ltd make grants?

The foundation primarily funds organizations in: • Wisconsin • Nevada • Florida

What size grants does Thomas a Plein Foundation Ltd award?

In 2024, Thomas a Plein Foundation Ltd awarded 25 grants totaling $502K — an average of about $20K per grant, based on its IRS Form 990 filings.

What is Thomas a Plein Foundation Ltd's EIN?

Thomas a Plein Foundation Ltd's EIN (Employer Identification Number) is 39-1558684. IRS Form 990 filing data is available on this page for 2019–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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