Private Foundation

PLAN FOUNDATION C/O BESSEMER TRUST COMPANY NA

PLAN FOUNDATION C/O BESSEMER TRUST COMPANY NA, of NEW YORK, NY, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $799K in revenue, $458K in expenses, $4.7M in total assets. IRS filings disclose 92 grants awarded by this foundation, totaling roughly $2.1M.

EIN: 396545150 NEW YORK, NY Latest filing: 2025

Total Revenue$799K

Total Expenses$458K

Total Assets$4.7M

Grants Given92

Grant Total$2.1M

Filing Years2021–2025

Sample Grants Given

UNIVERSITY LAKE SCHOOL

HARTLAND, WI · 2024

GENERAL / EXEMPT PURPOSES

$65,000

MILWAUKEE ART MUSEUM

MILWAUKEE, WI · 2024

GENERAL / EXEMPT PURPOSES

$65,000

ALL HANDS BOAT WORK

MILWAUKEE, WI · 2024

GENERAL / EXEMPT PURPOSES

$50,000

THE WOMEN'S CENTER

WAUKESHA, WI · 2024

GENERAL / EXEMPT PURPOSES

$30,000

SOJOURNER FAMILY PEACE CENTER

MILWAUKEE, WI · 2024

GENERAL / EXEMPT PURPOSES

$30,000

Showing up to 5 of 92 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Adam S Rix

CO-TRUSTEE Lynn M Rix

CO-TRUSTEE Natalie L Rix

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL / EXEMPT PURPOSES

$2,091,000 92 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$799K	$458K	$4.7M
2024	$386K	$432K	$4.3M
2023	$1.1M	$483K	$4.4M
2022	$407K	$414K	$3.7M
2021	$918K	$334K	$3.7M

Between 2021 and 2025, reported annual revenue declined from $918K to $799K (-13%), with total assets most recently reported at $4.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CO, WI.

COWI

Full geographic grant map with state-by-state breakdown available with membership.

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