Private foundation · New York, NY
Plan Foundation
Typical grant size
$10K – $19K – $25K
25th · median · 75th percentile
Unique recipients
15
Repeat grantees
14
funded 2+ years
Application procedures · from 2023 990-PF
DeadlinesNONE
ContactPLAN FOUNDATION CO PROVIDENT TRUST · 2625212332
MaterialsIN 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.
RestrictionsSEE 2B
Leadership · from 2023 990-PF
Lynn M Rix
CO-TRUSTEE
Adam S Rix
CO-TRUSTEE
Natalie L Rix
CO-TRUSTEE
Paul a Rix Dec'd 12152021
CO-TRUSTEE (6/1/2021 - 12/15/2021)
Paul a Rix
CO-TRUSTEE
Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.
Payout rate · TY 2023
8.5%
grants paid ÷ assets · ~5% IRS minimum
'19
'20
'21
'22
'23
75
Total grants awarded
$1.7M
Total amount
$23K
Average grant
$125K
Largest grant
Giving by year
Top recipients
Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.
Recent grants · most recent filings first
Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.