Private foundation (trust)EIN 396545150Est. 1992-03

PLAN FOUNDATION

NEW YORK, NY 100201401

Accepts unsolicited proposals

Total Assets

$8.9M

FY 2023

Annual Giving

$368K

FY 2023

Grants Made

16

FY 2023

Avg Grant

$23K

FY 2023

Grant Range

$1K–$65K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$386K

Total Expenses

$432K

Qualifying Distributions

$372K

Distributable Amount

$413K

Min. Investment Return

$417K

Undistributed Income

$399K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $1K through median $20K to maximum $65K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $438K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

62 grants

UNIVERSITY LAKE SCHOOL
$317K
4 grants
MILWAUKEE ART MUSEUM
$200K
4 grants
ALL HANDS BOAT WORK
$175K
4 grants
SOJOURNER FAMILY PEACE CENTER
$109K
4 grants
THE WOMEN'S CENTER
$92K
4 grants
OZAUKEE-WASHINGTON LAND TRUST
$84K
4 grants
FRIENDS OF SCHLITZ AUDUBON CENTER
$79K
4 grants
PENFIELD CHILDREN'S CENTER
$79K
4 grants

Grant Size Distribution

62 grants

<$10K
17
grants
$10–50K
40
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$1.4M
100% of total

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PLAN FOUNDATION — Grants, Financials & Contact | Grantivo