PLAN FOUNDATION

NEW YORK, NY EIN 39-6545150 Philanthropy & GrantmakingT20 501C3 PRIVATE FOUNDATION

$799K

Revenue

Filings

$2.1M

Total Grants

Grant Records

Latest Financial Summary

Fiscal Year	Revenue	Expenses	Net Assets	Contributions
FY ending May 2025	$799K	$458K	$4.7M	$254K

Full Financial History

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Key Officers

LYNN M RIX

CO-TRUSTEE

ADAM S RIX

CO-TRUSTEE

NATALIE L RIX

CO-TRUSTEE

Executive Compensation

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Top Grant Recipients (Teaser)

UNIVERSITY LAKE SCHOOL $125K

UNIVERSITY LAKE SCHOOL $83K

MILWAUKEE ART MUSEUM $65K

93 total grants · $2.1M total giving

Complete Grants Database

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Filing History

Period ended 2024-05-31

990PF

FY ending May 2023

Period ended 2023-05-31

990PF

FY ending May 2022

Period ended 2022-05-31

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