Plan Foundation
Historical FunderNew York, New York · EIN 39-6545150 · Private foundation
Half of its grants to organizations were between $10,000 and $30,000.
How to apply
The foundation filed the following application information (Form 990-PF Part XV, tax year 2024):
| Contact | PLAN FOUNDATION CO PROVIDENT TRUST |
|---|---|
| Address | N16 W23217 STONE RIDGE DRIVE SUITE, 310, WAUKESHA WI 53188 |
| Phone | 2625212332 |
| 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 |
Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.
What it funds
Share of grant lines on the latest return, classified from the purpose each grant states.
Where it gives
100% of grants went outside New York.
Grants paid in tax year 2024
| Recipient | Location | 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 |
| The Charles E Kubly Foundation Inc | Mequon, WI | General / exempt purposes | $15,000 |
| Neighborhood House of Milwaukee | Milwaukee, WI | General / exempt purposes | $14,000 |
| Waukesha County Land Conservancy Inc | Brookfield, WI | General / exempt purposes | $10,000 |
| First Stage | Milwaukee, WI | General / exempt purposes | $7,000 |
| Urban Ecology Center | Milwaukee, WI | General / exempt purposes | $5,000 |
| Life Striders | Manitou Springs, CO | General / exempt purposes | $5,000 |
| Milwaukee Riverkeepers | Milwaukee, WI | General / exempt purposes | $1,000 |
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2024 | $400,000 | 17 |
| 2023 | $368,000 | 16 |
| 2022 | $438,000 | 17 |
Sources
- IRS Form 990-PF, tax year 2024, filed Apr 2, 2026 - IRS e-file batch, object ID 202600929349101100
- IRS Tax Exempt Organization Search for EIN 39-6545150
- Profile updated Nov 5, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.