Nonprofit · EIN 39-6545150
PLAN FOUNDATION
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $799,482 | $457,994 | $341,488 | $4,658,971 | $0 | $4,658,971 |
| May 31, 2024 | 990-PF | $386,162 | $431,793 | -$45,631 | $4,317,483 | $0 | $4,317,483 |
| May 31, 2023 | 990-PF | $1,144,211 | $482,829 | $661,382 | $4,363,114 | $0 | $4,363,114 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $254,135
- Dividends
- $204,957
- Net gain from sales of assets
- $340,390
Expenses
- Grants and similar amounts paid
- $400,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $403,850
- Excise tax on investment income
- $8,078
Balance sheet and other
- Total assets, start of year
- $4,317,483
- Total assets, end of year
- $4,658,971
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,658,971
- Fair market value of assets
- $9,475,959
- Qualifying distributions
- $403,850
- Net investment income
- $632,582
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN M RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
| ADAM S RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
| NATALIE L RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN M RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
| ADAM S RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
| NATALIE L RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
990-PF for the year ended May 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN M RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
| ADAM S RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
| NATALIE L RIX C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 100201401 | CO-TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1271 AVENUE OF THE AMERICAS FL 42, NEW YORK, NY 10020-1401
- In care of
- % BESSEMER TRUST
- Signed the 990-PF
- LYNN RIX, CO-TRUSTEE
- Phone
- (516) 508-9623
- Return prepared by
- BESSEMER TRUST COMPANY NA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6545150
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,658,971
- Income (IRS master file)
- $1,605,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $799,482 | $457,994 | $4,658,971 | XML |
| 990-PF | May 2024 | $386,162 | $431,793 | $4,317,483 | XML |
| 990-PF | May 2023 | $1,144,211 | $482,829 | $4,363,114 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6545150).
Questions about PLAN FOUNDATION
- What is the EIN of PLAN FOUNDATION?
- The employer identification number (EIN) of PLAN FOUNDATION is 39-6545150.
- Is PLAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to PLAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PLAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PLAN FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of PLAN FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PLAN FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $799,482, expenses of $457,994 and total assets of $4,658,971 at year end.
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