Plan Foundation
Organization summary
Type of Nonprofit
Designated as a 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.
Summary charts: organization finances over time
Revenue $386k (2024)
Expenses $432k (2024)
Total Assets $4.32M (2024)
Total Liabilities $0 (2024)
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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending May
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
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 |
Document Links
990-PF
Filed on April 9, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
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 |
Document Links
990-PF
Filed on June 6, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
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 |
Document Links
990-PF
Filed on Aug. 2, 2022Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
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 |
Document Links
990-PF
Filed on Oct. 13, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
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 |
Document Links
990-PF
Filed on Oct. 8, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2019
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2017
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2016
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| 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 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2011
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2007
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2006
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2005
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2004
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2003
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending May
2002
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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