Plan Foundation C/O Bessemer Trust Company Na
Historical funder research: IRS Form 990-PF filings from US private foundations, showing who funded what in past years. This is not a list of currently open grant calls, and we do not track open RFPs from private foundations. From public IRS Form 990-PF filings (latest on file for this funder: tax year 2024). Coverage: tax years 2019–2025. Freshness: the IRS releases these returns 1.5–2+ years after the tax year ends, so 2025 is still partial and a funder's newest grants may not appear yet. Last updated: November 14, 2026. Filings can contain errors, so confirm current priorities and deadlines with the funder before applying.
Year 2025 is still partial because many returns have not been filed or released yet. That is a freshness issue — coverage in our dataset is tax years 2019–2025.
Only 54.0% of this funder's organizational grants could be linked to an IRS cause code.
- 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 EXEMPT UNDER THE ABOVE-MENTIONED INTERNAL REVENUE CODE SECTION.
- Deadlines
- NONE
- Restrictions
- SEE 2B
| Recipient | Location | Purpose (as filed) | Amount | Tax yr |
|---|---|---|---|---|
| University Lake School | Hartland, WI | GENERAL / EXEMPT PURPOSES | $65,000 | 2024 |
| Milwaukee Art Museum | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $65,000 | 2024 |
| All Hands Boat Work | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $50,000 | 2024 |
| The Women's Center | Waukesha, WI | GENERAL / EXEMPT PURPOSES | $30,000 | 2024 |
| Sojourner Family Peace Center | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $30,000 | 2024 |
| Penfield Children's Center | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $25,000 | 2024 |
| Friends of Schlitz Audubon Center | Bayside, WI | GENERAL / EXEMPT PURPOSES | $22,000 | 2024 |
| Restoring Lands Trust | West Bend, WI | GENERAL / EXEMPT PURPOSES | $20,000 | 2024 |
| Next Door Foundation | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $20,000 | 2024 |
| Wisconsin Historical Foundation | Madison, WI | GENERAL / EXEMPT PURPOSES | $16,000 | 2024 |
| The Charles E Kubly Foundation Inc | Mequon, WI | GENERAL / EXEMPT PURPOSES | $15,000 | 2024 |
| Neighborhood House of Milwaukee | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $14,000 | 2024 |
| Waukesha County Land Conservancy Inc | Brookfield, WI | GENERAL / EXEMPT PURPOSES | $10,000 | 2024 |
| First Stage | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $7,000 | 2024 |
| Life Striders | Manitou Springs, CO | GENERAL / EXEMPT PURPOSES | $5,000 | 2024 |
| Urban Ecology Center | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $5,000 | 2024 |
| Milwaukee Riverkeepers | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $1,000 | 2024 |
| University Lake School | Hartland, WI | GENERAL / EXEMPT PURPOSES | $65,000 | 2023 |
| Milwaukee Art Museum | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $65,000 | 2023 |
| All Hands Boat Work | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $45,000 | 2023 |
| Sojourner Family Peace Center | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $30,000 | 2023 |
| The Women's Center | Waukesha, WI | GENERAL / EXEMPT PURPOSES | $25,000 | 2023 |
| Penfield Children's Center | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $20,000 | 2023 |
| Ozaukee-Washington Land Trust | West Bend, WI | GENERAL / EXEMPT PURPOSES | $20,000 | 2023 |
| Next Door Foundation | Milwaukee, WI | GENERAL / EXEMPT PURPOSES | $20,000 | 2023 |
Grants to individuals are counted but not named.
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