University Lake School
HARTLAND, WI
$125KTax year 2022
Grant purpose
General / exempt purposes
Foundation directory
Plan Foundation C/O Bessemer Trust Company NA Grants
Private foundation · EIN 39-6545150 · IRS 990-PF filings through tax year 2024
How to apply
This foundation publishes application instructions on its latest 990-PF and does not report restricting giving to preselected organizations. See more foundations that accept applications.
- Contact
- Plan Foundation Co Provident Trust
- Phone
- (262) 521-2332
- Deadlines
- Not stated here. Consult the original filing and current funder guidelines.
- Application 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.
- Restrictions
- See 2b
Original filing text
- Contact
- PLAN FOUNDATION CO PROVIDENT TRUST
- Address
- N16 W23217 STONE RIDGE DRIVE SUITE 310 WAUKESHA, WI, 53188
- Phone
- 2625212332
- Deadlines
- NONE
- Application 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.
- Restrictions
- SEE 2B
Reported organization name: PLAN FOUNDATION C/O BESSEMER TRUST COMPANY NA
Giving by tax year
Year-level totals across every reported grant in this profile — a summary, not a filter. The awards further down are the largest individual grants across all years, not each year's complete list.
| Tax year | Grants paid | Amount |
|---|---|---|
| 2024 | 17 | $400K |
| 2023 | 16 | $368K |
| 2022 | 17 | $438K |
Where Plan Foundation C/O Bessemer Trust Company NA gives
States of grant recipients reported on the foundation's 990-PF filings, by dollars received.
Largest reported grants
Historical awards reported to the IRS. These are examples of past giving, not open opportunities.
University Lake School
HARTLAND, WI
$65KTax year 2024
Grant purpose
General / exempt purposes
Milwaukee Art Museum
MILWAUKEE, WI
$65KTax year 2024
Grant purpose
General / exempt purposes
Milwaukee Art Museum
MILWAUKEE, WI
$65KTax year 2023
Grant purpose
General / exempt purposes
University Lake School
HARTLAND, WI
$65KTax year 2023
Grant purpose
General / exempt purposes
Showing 5 of the 25 largest grants (50 reported in all).
See all 50 grants from Plan Foundation C/O Bessemer Trust Company NA: sort and filter by purpose, state and year.
Create free accountAbout this data
Figures are aggregated from Plan Foundation C/O Bessemer Trust Company NA's IRS Form 990-PF electronic filings (3 filings on file, most recent tax year 2024). Totals reflect grants the foundation reported as paid, and can lag the current year because foundations file annually and often on extension. Source: IRS 990-PF filing on ProPublica. Raw e-file archive (ZIP) — a large IRS yearly archive download.
Other foundations giving in Wisconsin
Free templates for applying to a foundation like this
- Full grant proposal template with an annotated sample
- Letter of intent template and example
- Statement of need template and examples
- Executive summary template and examples
- Grant budget template (XLSX) and budget narrative
- Evaluation plan template and metrics
New to this? Start with how to write a grant proposal, section by section. This profile is built from IRS 990-PF filings — read how the directory was assembled, or see what GrantCue does and what it costs.