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← PLAN FOUNDATION

Form 990-PF for tax year 2024

Filed by PLAN FOUNDATION.

Totals

Total revenue
$799,482
Total expenses
$457,994
Contributions and grants received
$254,135
Contributions, gifts and grants paid
$400,000
Fair market value of assets, end of year
$9,475,959

Listed in Part VIII

  • Lynn M Rix

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25
  • Adam S Rix

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25
  • Natalie L Rix

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$400,000
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$400,000
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the cash method, under which a grant is recorded when it is paid. Even so, the books total and the cash figures in this section can differ, and column (d) is sometimes filed as 0.

  • MILWAUKEE ART MUSEUM

    $65,000

    MILWAUKEE, WI

    GENERAL / EXEMPT PURPOSES

  • UNIVERSITY LAKE SCHOOL

    $65,000

    HARTLAND, WI

    GENERAL / EXEMPT PURPOSES

  • ALL HANDS BOAT WORK

    $50,000

    MILWAUKEE, WI

    GENERAL / EXEMPT PURPOSES

  • SOJOURNER FAMILY PEACE CENTER

    $30,000

    MILWAUKEE, WI

    GENERAL / EXEMPT PURPOSES

  • THE WOMEN'S CENTER

    $30,000

    WAUKESHA, WI

    GENERAL / EXEMPT PURPOSES

  • PENFIELD CHILDREN'S CENTER

    $25,000

    MILWAUKEE, WI

    GENERAL / EXEMPT PURPOSES

  • FRIENDS OF SCHLITZ AUDUBON CENTER

    $22,000

    BAYSIDE, WI

    GENERAL / EXEMPT PURPOSES

  • NEXT DOOR FOUNDATION

    $20,000

    MILWAUKEE, WI

    GENERAL / EXEMPT PURPOSES

  • RESTORING LANDS TRUST

    $20,000

    WEST BEND, WI

    GENERAL / EXEMPT PURPOSES

  • WISCONSIN HISTORICAL FOUNDATION

    $16,000

    MADISON, WI

    GENERAL / EXEMPT PURPOSES

The 10 largest to organizations. The API serves every grant row.

Provenance

Return type
form_990_pf
Tax year
2024
Filed
2 April 2026
IRS schema version
2024v5.5
Source object
202600929349101100

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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