Grants paid by Plan Foundation C/O Bessemer Trust Company Na
EIN 39-6545150 · New York, NY · Form 990-PF, Part XV
Plan Foundation C/O Bessemer Trust Company Na of New York, NY (EIN 39-6545150) reported 79 grants paid totaling $1,830,000 to 18 recipients in tax years 2021–2025, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$1,830,000
79 grants
Recipients
18
distinct organizations
Tax years
2021–2025
5 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2021 | 14 | $271,000 | — |
| 2022 | 15 | $353,000 | — |
| 2023 | 17 | $438,000 | — |
| 2024 | 16 | $368,000 | — |
| 2025 | 17 | $400,000 | — |
Top recipients
The 18 recipients receiving the most from Plan Foundation C/O Bessemer Trust Company Na, by grants paid, out of 18 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| University Lake School 39-0942763 | B | Hartland, WI | 5 | $382,000 | 2025 |
| Milwaukee Art Museum 39-0806316 | B | Milwaukee, WI | 5 | $265,000 | 2025 |
| All Hands Boat Work 80-0927982 | D | Milwaukee, WI | 5 | $225,000 | 2025 |
| Sojourner Family Peace Center 39-1276210 | C | Milwaukee, WI | 5 | $138,500 | 2025 |
| The Women's Center 39-1269698 | B | Waukesha, WI | 5 | $121,500 | 2025 |
| Ozaukee-Washington Land Trust 39-1741288 | B | West Bend, WI | 5 | $104,000 | 2025 |
| Penfield Children's Center 39-1093701 | B | Milwaukee, WI | 5 | $104,000 | 2025 |
| Friends of Schlitz Audubon Center 39-1231819 | B | Bayside, WI | 5 | $101,000 | 2025 |
| Next Door Foundation 39-1162969 | B | Milwaukee, WI | 5 | $96,000 | 2025 |
| Neighborhood House of Milwaukee 39-0806269 | B | Milwaukee, WI | 5 | $63,000 | 2025 |
| Wisconsin Historical Foundation 39-0921093 | C | Madison, WI | 4 | $49,000 | 2025 |
| Hunger Task Force 39-1345847 | C | Milwaukee, WI | 3 | $46,500 | 2023 |
| The Charles E Kubly Foundation Inc 20-0375310 | B | Mequon, WI | 3 | $35,000 | 2025 |
| Waukesha County Land Conservancy Inc 39-1736112 | B | Brookfield, WI | 3 | $32,000 | 2025 |
| First Stage | U | Milwaukee, WI | 5 | $29,000 | 2025 |
| Urban Ecology Center 39-1712663 | B | Milwaukee, WI | 5 | $20,500 | 2025 |
| Milwaukee Riverkeepers 39-1846305 | C | Milwaukee, WI | 5 | $13,000 | 2025 |
| Life Striders 93-4268183 | D | Manitou Springs, CO | 1 | $5,000 | 2025 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 79 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2025 | Milwaukee Art Museum Milwaukee, WI | B | $65,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | University Lake School Hartland, WI | B | $65,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | All Hands Boat Work Milwaukee, WI | D | $50,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Sojourner Family Peace Center Milwaukee, WI | C | $30,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | The Women's Center Waukesha, WI | B | $30,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Penfield Children's Center Milwaukee, WI | B | $25,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Friends of Schlitz Audubon Center Bayside, WI | B | $22,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Restoring Lands Trust West Bend, WI | C | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Next Door Foundation Milwaukee, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Wisconsin Historical Foundation Madison, WI | C | $16,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | The Charles E Kubly Foundation Inc Mequon, WI | B | $15,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Neighborhood House of Milwaukee Milwaukee, WI | B | $14,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Waukesha County Land Conservancy Inc Brookfield, WI | B | $10,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | First Stage Milwaukee, WI | U | $7,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Life Striders Manitou Springs, CO | D | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Urban Ecology Center Milwaukee, WI | B | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2025 | Milwaukee Riverkeepers Milwaukee, WI | C | $1,000 | paid | GENERAL / EXEMPT PURPOSES | 202600929349101100 |
| 2024 | Milwaukee Art Museum Milwaukee, WI | B | $65,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | University Lake School Hartland, WI | B | $65,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | All Hands Boat Work Milwaukee, WI | D | $45,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Sojourner Family Peace Center Milwaukee, WI | C | $30,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | The Women's Center Waukesha, WI | B | $25,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Friends of Schlitz Audubon Center Bayside, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Ozaukee-Washington Land Trust West Bend, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Next Door Foundation Milwaukee, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Penfield Children's Center Milwaukee, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Neighborhood House of Milwaukee Milwaukee, WI | B | $13,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Waukesha County Land Conservancy Inc Brookfield, WI | B | $12,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Wisconsin Historical Foundation Madison, WI | C | $10,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | The Charles E Kubly Foundation Inc Mequon, WI | B | $10,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | First Stage Milwaukee, WI | U | $7,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Urban Ecology Center Milwaukee, WI | B | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2024 | Milwaukee Riverkeepers Milwaukee, WI | C | $1,000 | paid | GENERAL / EXEMPT PURPOSES | 202520999349100327 |
| 2023 | University Lake School Hartland, WI | B | $125,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Milwaukee Art Museum Milwaukee, WI | B | $60,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | All Hands Boat Work Milwaukee, WI | D | $45,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Sojourner Family Peace Center Milwaukee, WI | C | $30,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | The Women's Center Waukesha, WI | B | $25,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Ozaukee-Washington Land Trust West Bend, WI | B | $22,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Next Door Foundation Milwaukee, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Penfield Children's Center Milwaukee, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Friends of Schlitz Audubon Center Bayside, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Wisconsin Historical Foundation Madison, WI | C | $12,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Neighborhood House of Milwaukee Milwaukee, WI | B | $12,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | The Charles E Kubly Foundation Inc Mequon, WI | B | $10,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Waukesha County Land Conservancy Inc Brookfield, WI | B | $10,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Hunger Task Force Milwaukee, WI | C | $10,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | First Stage Milwaukee, WI | U | $7,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Milwaukee Riverkeepers Milwaukee, WI | C | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2023 | Urban Ecology Center Milwaukee, WI | B | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202521579349100007 |
| 2022 | University Lake School Hartland, WI | B | $83,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Milwaukee Art Museum Milwaukee, WI | B | $45,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | All Hands Boat Work Milwaukee, WI | D | $45,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Sojourner Family Peace Center Milwaukee, WI | C | $25,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Ozaukee-Washington Land Trust West Bend, WI | B | $22,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | The Women's Center Waukesha, WI | B | $21,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Penfield Children's Center Milwaukee, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Friends of Schlitz Audubon Center Bayside, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Next Door Foundation Milwaukee, WI | B | $18,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Hunger Task Force Milwaukee, WI | C | $18,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Neighborhood House of Milwaukee Milwaukee, WI | B | $12,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Wisconsin Historical Foundation Madison, WI | C | $11,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | First Stage Milwaukee, WI | U | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Milwaukee Riverkeepers Milwaukee, WI | C | $5,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2022 | Urban Ecology Center Milwaukee, WI | B | $3,000 | paid | GENERAL / EXEMPT PURPOSES | 202202149349100500 |
| 2021 | University Lake School Hartland, WI | B | $44,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | All Hands Boat Work Milwaukee, WI | D | $40,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Milwaukee Art Museum Milwaukee, WI | B | $30,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Sojourner Family Peace Center Milwaukee, WI | C | $23,500 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | The Women's Center Waukesha, WI | B | $20,500 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Ozaukee-Washington Land Trust West Bend, WI | B | $20,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Penfield Children's Center Milwaukee, WI | B | $19,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Friends of Schlitz Audubon Center Bayside, WI | B | $19,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Hunger Task Force Milwaukee, WI | C | $18,500 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Next Door Foundation Milwaukee, WI | B | $18,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Neighborhood House of Milwaukee Milwaukee, WI | B | $12,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | First Stage Milwaukee, WI | U | $3,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Urban Ecology Center Milwaukee, WI | B | $2,500 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
| 2021 | Milwaukee Riverkeepers Milwaukee, WI | C | $1,000 | paid | GENERAL / EXEMPT PURPOSES | 202142869349100704 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2025 | 2025-05-31 | not stated | 2024v5.5 | 202600929349101100 |
| 990PF | 2024 | 2024-05-31 | not stated | 2023v6.0 | 202520999349100327 |
| 990PF | 2023 | 2023-05-31 | not stated | 2022v5.0 | 202521579349100007 |
| 990PF | 2022 | 2022-05-31 | not stated | 2021v4.2 | 202202149349100500 |
| 990PF | 2021 | 2021-05-31 | not stated | 2020v4.1 | 202142869349100704 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/396545150.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.