Plan Foundation
EIN 396545150 · 501(c)(3) · Private foundation · New York, NY · recognized 1992
- Assets
- $8.9M
- Revenue
- $386K
- Expenses
- $432K
- Investment income
- $326K
Form 990 fiscal year ended 05/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Lynn M Rix | Co-trustee | $0 | $0 |
| Adam S Rix | Co-trustee | $0 | $0 |
| Natalie L Rix | Co-trustee | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 05/31/2024 | $8.9M | $386K | $432K | 990 990PF · obj 202520999349100327 IRS ↗ |
| 05/31/2023 | $7.7M | $1.1M | $483K | 990 990PF · obj 202521579349100007 IRS ↗ |