Plan Foundation C/o Bessemer Trust Company Na Grants
Private foundation · EIN 39-6545150 · IRS 990-PF filings through tax year 2024
- Total grants paid
- $1.2M
- Grants reported
- 50
- Median grant
- $20K
- Future commitments
- None reported
Giving by tax year
| 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
The biggest individual grants on file, as reported by the foundation to the IRS.
| Recipient | Location | Purpose | Tax year | Amount |
|---|---|---|---|---|
| UNIVERSITY LAKE SCHOOL | HARTLAND, WI | GENERAL / EXEMPT PURPOSES | 2022 | $125K |
| MILWAUKEE ART MUSEUM | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2023 | $65K |
| UNIVERSITY LAKE SCHOOL | HARTLAND, WI | GENERAL / EXEMPT PURPOSES | 2023 | $65K |
| UNIVERSITY LAKE SCHOOL | HARTLAND, WI | GENERAL / EXEMPT PURPOSES | 2024 | $65K |
| MILWAUKEE ART MUSEUM | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2024 | $65K |
| MILWAUKEE ART MUSEUM | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2022 | $60K |
| ALL HANDS BOAT WORK | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2024 | $50K |
| ALL HANDS BOAT WORK | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2022 | $45K |
| ALL HANDS BOAT WORK | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2023 | $45K |
| THE WOMEN'S CENTER | WAUKESHA, WI | GENERAL / EXEMPT PURPOSES | 2024 | $30K |
| SOJOURNER FAMILY PEACE CENTER | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2024 | $30K |
| SOJOURNER FAMILY PEACE CENTER | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2022 | $30K |
| SOJOURNER FAMILY PEACE CENTER | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2023 | $30K |
| PENFIELD CHILDREN'S CENTER | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2024 | $25K |
| THE WOMEN'S CENTER | WAUKESHA, WI | GENERAL / EXEMPT PURPOSES | 2023 | $25K |
| THE WOMEN'S CENTER | WAUKESHA, WI | GENERAL / EXEMPT PURPOSES | 2022 | $25K |
| OZAUKEE-WASHINGTON LAND TRUST | WEST BEND, WI | GENERAL / EXEMPT PURPOSES | 2022 | $22K |
| FRIENDS OF SCHLITZ AUDUBON CENTER | BAYSIDE, WI | GENERAL / EXEMPT PURPOSES | 2024 | $22K |
| RESTORING LANDS TRUST | WEST BEND, WI | GENERAL / EXEMPT PURPOSES | 2024 | $20K |
| FRIENDS OF SCHLITZ AUDUBON CENTER | BAYSIDE, WI | GENERAL / EXEMPT PURPOSES | 2022 | $20K |
| NEXT DOOR FOUNDATION | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2022 | $20K |
| PENFIELD CHILDREN'S CENTER | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2022 | $20K |
| FRIENDS OF SCHLITZ AUDUBON CENTER | BAYSIDE, WI | GENERAL / EXEMPT PURPOSES | 2023 | $20K |
| NEXT DOOR FOUNDATION | MILWAUKEE, WI | GENERAL / EXEMPT PURPOSES | 2023 | $20K |
| OZAUKEE-WASHINGTON LAND TRUST | WEST BEND, WI | GENERAL / EXEMPT PURPOSES | 2023 | $20K |
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
- 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
About 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 e-file archive.