How much did PLAN FOUNDATION grant in FY2024?

PLAN FOUNDATION reported 16 grants totaling $368,000 in its FY2024 IRS filing.

Where is PLAN FOUNDATION based?

PLAN FOUNDATION is based in NY.

PLAN FOUNDATION

Foundation Dossiers

· Private foundation

PLAN FOUNDATION

This foundation accepts unsolicited grant applications.

$368k

Granted FY2024

Grants

Communities

$65k

Largest

01What you fund

0181% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2020–2024.

Education$361kHuman Services$301kArts & Culture$271kEnvironment$235kHealth$118kRecreation & Sports$89kOther$317k

02FY2024 · 16 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k3 grants · $13k
$10k–50k11 grants · $225k
$50k–250k2 grants · $130k

$20,000

Median grant

States reached

$8.9M

Total assets

Largest grants

MILWAUKEE ART MUSEUM$65,000
UNIVERSITY LAKE SCHOOL$65,000
ALL HANDS BOAT WORK$45,000
SOJOURNER FAMILY PEACE CENTER$30,000
THE WOMEN'S CENTER$25,000
OZAUKEE-WASHINGTON LAND TRUST$20,000
NEXT DOOR FOUNDATION$20,000
PENFIELD CHILDREN'S CENTER$20,000
FRIENDS OF SCHLITZ AUDUBON CENTER$20,000
NEIGHBORHOOD HOUSE OF MILWAUKEE$13,000
WAUKESHA COUNTY LAND CONSERVANCY INC$12,000
WISCONSIN HISTORICAL FOUNDATION$10,000
THE CHARLES E KUBLY FOUNDATION INC$10,000
FIRST STAGE$7,000
URBAN ECOLOGY CENTER$5,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–24, $301k) land where the poverty rate runs at 13% — the area typically sits at 9%. 63% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

100%of every dollar goes to organizations you’ve funded before.

$1.7M · 17 repeat orgs$8k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +17% since the first grant, against -25% for the ones you funded once.

17 repeat relationships — 16 still active in FY2024, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$1.7M

$8k

Median revenue growth · since first grant

+17%

-25%

Still filing today

82%

100%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

EnvironmentArts & CultureHuman ServicesHealthEducationRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

UNIVERSITY LAKE SCHOOL
5× · 2020–2024 · $361k · revenue +168%
MA
MILWAUKEE ART MUSEUM
5× · 2020–2024 · $230k · revenue +8%
SOJOURNER FAMILY PEACE CENTER
5× · 2020–2024 · $132k · revenue +17%

Funded once

UNITED PERFORMING ARTS FUND INC
one grant, 2020 · $8k · revenue -25%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Door County Land Trust Inc

Protecting door county's exceptional lands and waters forever

Environment

Milwaukee Development Corporation

Regional economic development

Community Improvement

Waukesha County Community Foundation

A community foundation with endowment funds that provide grant support to charities.

Philanthropy

Healthy Climate Wisconsin Inc

The organization is committed to communicating that the global climate crisis is a public health emergency and advocating for equitable solutions to decrease the impact of climate change on human health.

Environment

The Schuylkill Center for Environmental

To inspire meaningful connections between people and nature.

Environment

Land Conservancy of West Michigan

The Land Conservancy of West Michigan exists to help people protect, enjoy and care for natural land in West Michigan.

Environment

Oshkosh Convention & Visitors

To promote oshkosh and winnebago county a premier destination for corporate, sports, and leisure groups and individual visitors.

—

Southeast Wisconsin Land Conservancy

Land Conservation

Environment

Museum of Wisconsin Art Inc

See schedule o for statement. a vital cultural center, educational institution, an expanding network of ideas, the museum of wisconsin art collects and interprets american art through the lens of a single state.

Arts & Culture

Waukesha County Historical Society & Museum Inc

The museum is an educational institution dedicated to preserving the history and culture of waukesha county.

—

Disability Rights Wisconsin Inc

Legal protection and advocacy to protect the rights of people with disabilities in wisconsin.

—

United Way of Portage County Inc

The united way of portage county brings people and resources together to achieve measurable results that improve people's lives and strengthen our community.

—

For reference, the grantee most central to the portfolio’s shape is Urban Ecology Center Inc and the most unlike its peers is The Charles E Kubly Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

15 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

15/15

Grantees still filing

9/15

Grew since you first funded

Where your money sits — by cause, then by grantee

Education$361,000Other$317,000Human Services$301,000Arts & Culture$270,500Environment$234,500Health$118,000Recreation & Sports$89,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Greater Milwaukee Foundation IncWI28.2× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Milwaukee Foundation Inc · Green Bay Packers Foundation · Baird Foundation Inc · Four-Four Foundation Inc · United Way of Greater Milwaukee & · Evan & Marion Helfaer Foundation · Herbert H Kohl Charities Inc · Ge Foundation · American Endowment Foundation · Nicholas Family Foundation Trust · Dudley and Constance Godfrey · Richard and Ethel Herzfeld

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation PLAN FOUNDATION funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–90%

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: WAUKESHA COUNTY LAND CONSERVANCY INC.

Agentic due diligence · confidence × risk

Financial management

low risk

~13 months of operating runway; revenue contracted over 5 filed years.

Track record & reputation

low risk

5 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 391736112 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on WAUKESHA COUNTY LAND CONSERVANCY INC, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 13 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue contracted over the period.
On trackReliance on your funding— Your grants peaked at 5% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Plan Foundation?

Find your warmest path to Plan Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

PLAN FOUNDATION

What you funded, over time

Where the money goes

Do your dollars go where the need is?