Plan Foundation
- Assets
- $0.0
- Revenue
- $407.4k
- Investments
- $2.3m
- Employees
- 0
- Location
- New York, NY
- Founding
- 03/1992
- Data as of
- 05/2022
- EIN
- 39-6545150
Organization Overview
Plan Foundation is located in New York, NY. The organization was established in 1992. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Plan Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2022, Plan Foundation generated $407.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (29.7%) each year. All expenses for the organization totaled $414.1k during the year ending 05/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Plan Foundation has awarded 42 individual grants totaling $885,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lynn M Rix Co-Trustee | 0.25 | $0 | |
Paul A Rix Dec'd 12152021 Co-Trustee (6/1/2021 - 12/15/2021) | 0.25 | $0 | |
Adam S Rix Co-Trustee | 0.25 | $0 | |
Natalie L Rix Co-Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $87,899 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $407,375 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $61,097 |
| Contributions, gifts, grants paid | $353,000 |
| Total expenses and disbursements | $414,097 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,357,956 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Plan Foundation has awarded $353,000 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
FIRST STAGE PURPOSE: GENERAL / EXEMPT PURPOSES | $5,000 |
ALL HANDS BOAT WORK PURPOSE: GENERAL / EXEMPT PURPOSES | $45,000 |
FRIENDS OF SCHLITZ AUDUBON CENTER PURPOSE: GENERAL / EXEMPT PURPOSES | $20,000 |
HUNGER TASK FORCE PURPOSE: GENERAL / EXEMPT PURPOSES | $18,000 |
MILWAUKEE ART MUSEUM PURPOSE: GENERAL / EXEMPT PURPOSES | $45,000 |
NEIGHBORHOOD HOUSE OF MILWAUKEE PURPOSE: GENERAL / EXEMPT PURPOSES | $12,000 |