The New York State Capitol
Foundation Lookup

Form 990-PFTax year 2024EIN 39-6545150

Plan Foundation

A private foundation in New York, NY. Its return for tax year 2024 lists 17 grants and $400,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending May 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Plan Foundation Co Provident Trust
N16 W23217 Stone Ridge Drive Suite, 310
Waukesha, WI 53188
(262) 521-2332
Form and materials
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 exempt under the above-mentioned internal revenue code section.
Deadlines
None
Restrictions
See 2b

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $400,000

    Grants listed
    17
    Assets, end of year
    $4,658,971

  • Tax year 2023

    $368,000

    Grants listed
    16
    Assets, end of year
    $4,317,483

  • Tax year 2022

    $438,000

    Grants listed
    17
    Assets, end of year
    $4,363,114

  • Tax year 2021

    $353,000

    Grants listed
    15
    Assets, end of year
    $3,701,732

  • Tax year 2020

    $271,000

    Grants listed
    14
    Assets, end of year
    $3,708,383

  • Tax year 2019

    $261,000

    Grants listed
    13
    Assets, end of year
    $3,451,648

Grants paid in 2024

17 grants, largest first

As listed on the return.

  1. Milwaukee Art MuseumMilwaukee, WI

    General / exempt purposes

    $65,000
  2. University Lake SchoolHartland, WI

    General / exempt purposes

    $65,000
  3. All Hands Boat WorkMilwaukee, WI

    General / exempt purposes

    $50,000
  4. Sojourner Family Peace CenterMilwaukee, WI

    General / exempt purposes

    $30,000
  5. The Women's CenterWaukesha, WI

    General / exempt purposes

    $30,000
  6. Penfield Children's CenterMilwaukee, WI

    General / exempt purposes

    $25,000
  7. Friends of Schlitz Audubon CenterMilwaukee, WI

    General / exempt purposes

    $22,000
  8. Next Door FoundationMilwaukee, WI

    General / exempt purposes

    $20,000
  9. Restoring Lands TrustWest Bend, WI

    General / exempt purposes

    $20,000
  10. Wisconsin Historical FoundationMadison, WI

    General / exempt purposes

    $16,000
  11. The Charles E Kubly Foundation IncMequon, WI

    General / exempt purposes

    $15,000
  12. Neighborhood House of MilwaukeeMilwaukee, WI

    General / exempt purposes

    $14,000
  13. Waukesha County Land Conservancy IncBrookfield, WI

    General / exempt purposes

    $10,000
  14. First StageMilwaukee, WI

    General / exempt purposes

    $7,000
  15. Urban Ecology CenterMilwaukee, WI

    General / exempt purposes

    $5,000
  16. Life StridersManitou Springs, CO

    General / exempt purposes

    $5,000
  17. Milwaukee RiverkeepersMilwaukee, WI

    General / exempt purposes

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture2 grants $81,00026% of the total
  2. Human services3 grants $74,00023% of the total
  3. Education1 grant $65,00021% of the total
  4. Environment3 grants $37,00012% of the total
  5. Health1 grant $25,0008% of the total
  6. Sports and recreation1 grant $20,0006% of the total
  7. 1 other causes1 grant $15,0005% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin16 grants $395,000
  2. Colorado1 grant $5,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Lynn M RixCO-TRUSTEE Hours 0.25Pay $0
  • Adam S RixCO-TRUSTEE Hours 0.25Pay $0
  • Natalie L RixCO-TRUSTEE Hours 0.25Pay $0

The return

More foundations

Similar foundations

Same main cause (arts and culture), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Herbert M Citrin Charitable Foundation INew York, NY 17 grants Accepts applications $400,000 giving
  2. The Vidda FoundationNew York, NY 24 grants Preselected only $401,000 giving
  3. The Lazarus Charitable TrustNew York, NY 17 grants Preselected only $397,431 giving
  4. Bonnie Englebardt Lautenberg Family Charitable TrustNew York, NY 40 grants Preselected only $403,355 giving
  5. The Reich FundNew York, NY 39 grants Preselected only $404,900 giving