William & Sandy Heitz Family Found
- Assets
- $2.6m
- Revenue
- $496.9k
- Investments
- $2.2m
- Employees
- 0
- Location
- Mequon, WI
- Founding
- 02/1995
- Data as of
- 12/2023
- EIN
- 39-1799844
Organization Overview
William & Sandy Heitz Family Found is located in Mequon, WI. The organization was established in 1995. 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. William & Sandy Heitz Family Found 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 12/2023, William & Sandy Heitz Family Found generated $496.9k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 17.0% each year . All expenses for the organization totaled $196.7k during the year ending 12/2023. While expenses have increased by 1.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, William & Sandy Heitz Family Found has awarded 147 individual grants totaling $906,615. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
CONTRIBUTIONS TO EDUCATIONAL ORGANIZATIONS
CONTRIBUTIONS TO EDUCATIONAL ORGANIZATIONS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sandra Heitz President | 5 | $0 | |
Stephanie Fleming Treasurer | 5 | $0 | |
Gregory Heitz Secretary | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $3,700 |
| Interest on Savings | $20,636 |
| Dividends & Interest | $71,853 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $400,689 |
| Capital Gain Net Income | $400,689 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $496,878 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $50 |
| Total operating and administrative expenses | $3,750 |
| Contributions, gifts, grants paid | $192,900 |
| Total expenses and disbursements | $196,650 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $453,875 |
| 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 | $0 |
| Total assets | $2,630,414 |
| 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, William & Sandy Heitz Family Found has awarded $192,900 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
CHARLES E KUBLY FOUNDATION PURPOSE: MENTAL HEALTH | $10,000 |
GREENVILLE ZOO PURPOSE: GENERAL OPERATING | $2,000 |
CENTER FOR DEAF-BLIND PERSONS PURPOSE: GENERAL OPERATING | $2,000 |
AUDIO BRAILLE LITERACY ENHANCEMENT PURPOSE: INCREASE LITERACY ACCESS TO THE BLIND | $2,500 |
VERSITI BLOOD CENTER OF WISCONSIN PURPOSE: GENERAL OPERATING | $1,000 |
RONALD MCDONALD HOUSE CHARITIES PURPOSE: GENERAL OPERATING | $3,000 |