Funder directory → New York → PLAN FOUNDATION

Private foundation · NEW YORK, NY · EIN 396545150

PLAN FOUNDATION

✓ Latest filing reports an application path

Grant application snapshot · FY2025 IRS filing

What an applicant should know first

Application path

Reported in the filing

Use the filing instructions below, then confirm the current process.

Reported deadline

NONE

Historical filing information; verify directly with the foundation.

Typical reported grant

$5,000–$56,000

Median $20,000 in the latest filing.

Typical grant

$5,000–$56,000

median $20,000

Giving (latest FY)

$400,000

17 grants · FY2025

Assets

$9,475,959

gives in WI, CO

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Grant application details · FY2025 IRS filing

How to apply — from the foundation's own filing

Application form & 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 EXE

Deadlines: NONE

Restrictions: SEE 2B

Contact: PLAN FOUNDATION CO PROVIDENT TRUST · N16 W23217 STONE RIDGE DRIVE SUITE, WAUKESHA, WI, 53188 · 2625212332

This is historical public-record information, not a current invitation or guarantee. Confirm the process, deadline, and eligibility directly with the foundation before applying.

Recent grants (from FY2025 filing)
Grantee 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
WISCONSIN HISTORICAL FOUNDATION · MADISON, WI GENERAL / EXEMPT PURPOSES $16,000
LIFE STRIDERS · MANITOU SPRINGS, CO GENERAL / EXEMPT PURPOSES $5,000
RESTORING LANDS TRUST · WEST BEND, WI GENERAL / EXEMPT PURPOSES $20,000
Application questions

Frequently asked about PLAN FOUNDATION

Does PLAN FOUNDATION accept grant applications?

Its FY2025 IRS filing does not mark giving as limited to preselected recipients and reports an application path. Filing information is historical, so confirm current eligibility directly with the foundation.

How do I apply to PLAN FOUNDATION?

The FY2025 filing reports: 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…

What is the PLAN FOUNDATION grant application deadline?

The FY2025 filing reports: NONE

How much does PLAN FOUNDATION typically award?

Its FY2025 filing shows a typical grant range of $5,000–$56,000 and a median grant of $20,000. These are historical reported grants, not a promised future award.

Similar funders

Source: IRS Form 990-PF e-file disclosure, fiscal year 2025 (public record under 26 U.S.C. §6104). Filings lag by their nature — verify current priorities and procedures with the foundation before applying. Represent this foundation and see an error? Tell us with the correction and source filing.