Question 1

What does PLAN FOUNDATION fund?

Accepted Answer

PLAN FOUNDATION has funded 17 organizations with 48 grants on file.

Question 2

How much does PLAN FOUNDATION give in grants?

Accepted Answer

In the most recent filing year, PLAN FOUNDATION awarded $438,000 in grants. The foundation holds $4,363,114 in total assets. Grant data is available for 3 years, from 2021 to 2023. There are 48 individual grants on file.

Question 3

Who runs PLAN FOUNDATION?

Accepted Answer

PLAN FOUNDATION is led by NATALIE L RIX (CO-TRUSTEE), ADAM S RIX (CO-TRUSTEE), LYNN M RIX (CO-TRUSTEE), and 2 others. This information is from their 2023 IRS 990-PF filing.

Question 4

Where is PLAN FOUNDATION located?

Accepted Answer

PLAN FOUNDATION is located in NEW YORK, NY. Their EIN is 39-6545150.

Question 5

How to apply for a grant from PLAN FOUNDATION?

Accepted Answer

Grant application processes vary by foundation. PLAN FOUNDATION accepts unsolicited proposals. 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. You can also use Signal990 to research their grant history and find the best approach.

Year	Total Granted	Grants Made	Avg Grant
2023	$368,000	16	$23,000
2022	$438,000	17	$25,765
2021	$353,000	15	$23,533

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