Thomas A Plein Foundation Ltd
- Assets
- $6.0m
- Revenue
- $219.1k
- Investments
- $6.2m
- Employees
- 0
- Location
- Appleton, WI
- Founding
- 03/1987
- Data as of
- 12/2022
- EIN
- 39-1558684
Organization Overview
Thomas A Plein Foundation Ltd is located in Appleton, WI. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Thomas A Plein Foundation Ltd is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Thomas A Plein Foundation Ltd generated $219.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (15.6%) each year. All expenses for the organization totaled $527.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Thomas A Plein Foundation Ltd has awarded 175 individual grants totaling $2,903,372. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
H Matthew Frazier President | 3 | $10,000 | |
Jason W Ketter Executive Vice President | 0.5 | $10,000 | |
Kathleen Plein Director | 0.25 | $3,000 | |
Mary Novak-Jandrey Director | 0.25 | $3,000 | |
Susan Novak-Tibbet Director | 0.25 | $3,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $132,655 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $86,486 |
| Capital Gain Net Income | $86,486 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $219,141 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $29,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $4,857 |
| Printing and publications | $0 |
| Other expenses | $24,318 |
| Total operating and administrative expenses | $98,097 |
| Contributions, gifts, grants paid | $429,500 |
| Total expenses and disbursements | $527,597 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$3 |
| Savings and temporary cash investments | -$161,439 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,312 |
| Total assets | $6,012,413 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Thomas A Plein Foundation Ltd has awarded $429,500 in support to 27 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS & GIRLS CLUB BRIGADE PURPOSE: PUBLIC GENERAL CONTRIBUTION | $10,000 |
HUMANE SOCIETY FOR NW WASH PURPOSE: PUBLIC GENERAL CONTRIBUTION | $15,000 |
IMAGO DEI PURPOSE: PUBLIC GENERAL CONTRIBUTION | $20,000 |
MISSISSIPPI STATE UNIVERSITY COLLEGE OF VETRERINARY MEDICINE PURPOSE: PUBLIC GENERAL CONTRIBUTION | $30,000 |
NAVAJO LUTHERAN MISSION PURPOSE: PUBLIC GENERAL CONTRIBUTION | $15,000 |
NORTH CENTRAL FLORIDA HOSPICE PURPOSE: PUBLIC GENERAL CONTRIBUTION | $30,000 |