Plan Foundation

New York, NY
Tax exemption issued: March 1992
EIN: 39-6545150

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$799,482

Expenses

$457,994

Net Income

$341,488

Net Assets

$4,658,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$254,135	31.8%
Interest Revenue	$0
Dividends	$204,957	25.6%
Sales of Assets	$340,390	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$403,850	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,658,971
Total Liabilities	$0
Net Assets	$4,658,971

Compensation

Key Employees and Officers	Compensation	Other
Lynn M Rix (Co-trustee)	$0	$0
Adam S Rix (Co-trustee)	$0	$0
Natalie L Rix (Co-trustee)	$0	$0

990-PF

Filed on April 2, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$386,162

Expenses

$431,793

Net Income

-$45,631

Net Assets

$4,317,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$214,772	55.6%
Sales of Assets	$171,390	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$371,850	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,317,483
Total Liabilities	$0
Net Assets	$4,317,483

Compensation

Key Employees and Officers	Compensation	Other
Lynn M Rix (Co-trustee)	$0	$0
Adam S Rix (Co-trustee)	$0	$0
Natalie L Rix (Co-trustee)	$0	$0

990-PF

Filed on April 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2023

Revenue

$1,144,211

Expenses

$482,829

Net Income

$661,382

Net Assets

$4,363,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$428,592	37.5%
Interest Revenue	$0
Dividends	$145,971	12.8%
Sales of Assets	$569,648	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,850	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,363,114
Total Liabilities	$0
Net Assets	$4,363,114

Compensation

Key Employees and Officers	Compensation	Other
Lynn M Rix (Co-trustee)	$0	$0
Adam S Rix (Co-trustee)	$0	$0
Natalie L Rix (Co-trustee)	$0	$0

990-PF

Filed on June 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$407,375

Expenses

$414,097

Net Income

-$6,722

Net Assets

$3,701,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,899	21.6%
Sales of Assets	$319,476	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,850	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,701,732
Total Liabilities	$0
Net Assets	$3,701,732

Compensation

Key Employees and Officers	Compensation	Other
Lynn M Rix (Co-trustee)	$0	$0
Paul A Rix Dec'd 12152021 (Co-trustee (6/1/2021 - 12/15/2021))	$0	$0
Adam S Rix (Co-trustee)	$0	$0
Natalie L Rix (Co-trustee)	$0	$0

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990-PF

Filed on Aug. 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$918,442

Expenses

$334,098

Net Income

$584,344

Net Assets

$3,708,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$356,778	38.8%
Interest Revenue	$0
Dividends	$80,572	8.8%
Sales of Assets	$481,092	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$274,850	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,708,383
Total Liabilities	$1
Net Assets	$3,708,382

Compensation

Key Employees and Officers	Compensation	Other
Lynn M Rix (Co-trustee)	$0	$0
Paul A Rix (Co-trustee)	$0	$0
Adam S Rix (Co-trustee)	$0	$0
Natalie L Rix (Co-trustee)	$0	$0

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990-PF

Filed on Oct. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$1,671,969

Expenses

$300,117

Net Income

$1,371,852

Net Assets

$3,451,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$501,902	30.0%
Interest Revenue	$0
Dividends	$85,020	5.1%
Sales of Assets	$1,085,047	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,000	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,451,648
Total Liabilities	$1
Net Assets	$3,451,647

Compensation

Key Employees and Officers	Compensation	Other
Lynn M Rix (Co-trustee)	$0	$0
Paul A Rix (Co-trustee)	$0	$0
Adam S Rix (Co-trustee)	$0	$0
Natalie L Rix (Co-trustee)	$0	$0

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990-PF

Filed on Oct. 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2016

Revenue

$28,451

Expenses

$193,394

Net Income

-$164,943

Net Assets

$1,952,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,160	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,850	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,952,570
Total Liabilities	$0
Net Assets	$1,952,570

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2015

Revenue

$240,952

Expenses

$165,359

Net Income

$75,593

Net Assets

$2,117,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,526	15.6%
Sales of Assets	$203,426	84.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,850	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,117,513
Total Liabilities	$0
Net Assets	$2,117,513

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2014

Revenue

$771,480

Expenses

$137,366

Net Income

$634,114

Net Assets

$2,041,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$495,828	64.3%
Interest Revenue	$0
Dividends	$25,032	3.2%
Sales of Assets	$249,690	32.4%
Other Income	$930	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,450	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,041,920
Total Liabilities	$0
Net Assets	$2,041,920

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Revenue

$78,448

Expenses

$123,722

Net Income

-$45,274

Net Assets

$1,721,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,660	39.1%
Sales of Assets	$47,788	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,850	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,721,246
Total Liabilities	$0
Net Assets	$1,721,246

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$160,987

Expenses

$116,897

Net Income

$44,090

Net Assets

$1,766,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,983	20.5%
Sales of Assets	$128,004	79.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,350	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,766,520
Total Liabilities	$0
Net Assets	$1,766,520

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated October 22, 2026

Plan Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2010

No Extracted Financial Data

Document Links

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002