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Filing year 2023

PLAN FOUNDATION

New York, New York·EIN 39-6545150·NTEE T20 · Philanthropy, Voluntarism & Grantmaking Foundations·501(c)(3)

* Sector derived from filing type (Form 990-PF), not IRS-assigned

Total revenue
$386k
Total assets
$4.3M
Total expenses
$432k
Reported officers
3

Reported officers (all unpaid)

No paid executives reported in 2023. PLAN FOUNDATION reported 3 unpaid officers and board members on its 990-PF.

Co-trustee
Co-trustee
Co-trustee

Grants paid

Itemized grants reported on this foundation's 2023 Form 990-PF, Part XV.

Total granted

$368k

Itemized grants

16

Median grant

$20k

RecipientLocationPurposeAmount
MILWAUKEE ART MUSEUMMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$65k
UNIVERSITY LAKE SCHOOLHARTLAND, WIGENERAL / EXEMPT PURPOSES$65k
ALL HANDS BOAT WORKMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$45k
SOJOURNER FAMILY PEACE CENTERMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$30k
THE WOMEN'S CENTERWAUKESHA, WIGENERAL / EXEMPT PURPOSES$25k
FRIENDS OF SCHLITZ AUDUBON CENTERBAYSIDE, WIGENERAL / EXEMPT PURPOSES$20k
NEXT DOOR FOUNDATIONMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$20k
OZAUKEE-WASHINGTON LAND TRUSTWEST BEND, WIGENERAL / EXEMPT PURPOSES$20k
PENFIELD CHILDREN'S CENTERMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$20k
NEIGHBORHOOD HOUSE OF MILWAUKEEMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$13k
WAUKESHA COUNTY LAND CONSERVANCY INCBROOKFIELD, WIGENERAL / EXEMPT PURPOSES$12k
THE CHARLES E KUBLY FOUNDATION INCMEQUON, WIGENERAL / EXEMPT PURPOSES$10k
WISCONSIN HISTORICAL FOUNDATIONMADISON, WIGENERAL / EXEMPT PURPOSES$10k
FIRST STAGEMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$7k
URBAN ECOLOGY CENTERMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$5k
MILWAUKEE RIVERKEEPERSMILWAUKEE, WIGENERAL / EXEMPT PURPOSES$1k
Compare this foundation's grantees
Financial trend

Revenue and expenses over time

PLAN FOUNDATION reported revenue and expenses across 2 filing years.

RevenueExpenses
$1.1M
$483k
2022
$386k
$432k
2023
Total revenue and total expenses from IRS Form 990 filings.

This is a private foundation. Peers are foundations of similar asset size ($1M - $10M), because foundation pay scales with assets under management, not revenue.

Sector benchmark

What Philanthropy, Voluntarism & Grantmaking executives earn in New York

PLAN FOUNDATION reported no executive compensation in its latest filing. For context, the highest-paid executive at a comparable philanthropy, voluntarism & grantmaking organization in New York earns a median of $20,079.

25th percentile
$6k
Median
$20,079
75th percentile
$88k
90th percentile
$228k

These are philanthropy, voluntarism & grantmaking sector-wide figures, not this organization's reported pay. Based on 2,519 organizations across 2,519 filings (2020 – 2024).

See full Philanthropy, Voluntarism & Grantmaking pay data for New York
FAQ

Common questions about PLAN FOUNDATION

What are PLAN FOUNDATION's revenue and expenses?

In 2023, PLAN FOUNDATION reported $386k in total revenue and $432k in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size ($1M - $10M), because foundation pay scales with assets under management, not revenue.