EIN 39-1799844

William and Sandy Heitz Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
1995
Most recent tax filings
2024-12-01
NTEE code, primary
Description
William and Sandy Heitz Family Foundation is a private foundation in Mequon, WI, which was founded in 1995 and most recently had $93,657 in revenue and no employees.
Also known as...
Stephanie Fleming
Total revenues
$93,657
2024
Total expenses
$216,489
2024
Total assets
$2,507,112
2024
Num. employees
0
2024

Program areas at William and Sandy Heitz Family Foundation

Contributions to charitable organizations
Contributions to educational organizations

Grants made by William and Sandy Heitz Family Foundation

GranteeGrant descriptionAmount
Stephen Siller Tunnel To Towers FoundationGeneral Operating$25,000
Wounded Warrior ProjectGeneral Operating$25,000
Samaritan's PurseGeneral Operating$20,000
...and 7 more grants made

Financials for William and Sandy Heitz Family Foundation

RevenuesFYE 12/2024
Total grants, contributions, etc.$3,900
Investment income and dividends$96,852
Net rental income$0
Net gain from sale of non-inventory assets$-7,095
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$93,657

Form 990s for William and Sandy Heitz Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-122025-02-13990PFView PDF
2023-122024-02-19990PFView PDF
2022-122023-02-17990PFView PDF
2021-122022-02-28990PFView PDF
2020-122021-06-17990PFView PDF
...and 9 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 19, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 7, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
September 19, 2020
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
10800 N Haddonstone Pl
Mequon, WI 53092
Metro area
Milwaukee-Waukesha, WI
County
Ozaukee County, WI
Phone
(262) 377-3970
IRS details
EIN
39-1799844
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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