Ann E & Joseph F Heil Jr Charitable Tr
- Assets
- $3.2m
- Revenue
- $1.3m
- Investments
- $1.8m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/1999
- Data as of
- 12/2022
- EIN
- 39-6713764
Organization Overview
Ann E & Joseph F Heil Jr Charitable Tr is located in Milwaukee, WI. The organization was established in 1999. According to its NTEE Classification (T30) the organization is classified as: Public 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. Ann E & Joseph F Heil Jr Charitable Tr 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, Ann E & Joseph F Heil Jr Charitable Tr generated $1.3m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 59.2% each year . All expenses for the organization totaled $894.7k during the year ending 12/2022. While expenses have increased by 10.7% per year over the past 7 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 2016, Ann E & Joseph F Heil Jr Charitable Tr has awarded 148 individual grants totaling $2,130,615. 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $103,905 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,195,987 |
| Capital Gain Net Income | $1,195,987 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $9,495 |
| Total Revenue | $1,309,387 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $18,896 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $57,279 |
| Contributions, gifts, grants paid | $837,460 |
| Total expenses and disbursements | $894,739 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,420,563 |
| 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 | $7,834 |
| Total assets | $3,193,627 |
| Accounts payable and accrued expenses | $300 |
| 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 | $300 |
Grants Awarded
Over the last fiscal year, Ann E & Joseph F Heil Jr Charitable Tr has awarded $590,050 in support to 45 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS AND GIRLS CLUB OF GREATER MILW PURPOSE: GENERAL | $20,000 |
88NINE RADIO MILWAUKEE PURPOSE: GENERAL | $25,000 |
MILWAUKEE ART MUSEUM PURPOSE: ARTS | $20,000 |
MILWAUKEE REPERTORY THEATER PURPOSE: GENERAL | $4,000 |
PLANNED PARENTHOOD OF WISCONSIN PURPOSE: GENERAL | $16,000 |
WISCONSIN HUMANE SOCIETY PURPOSE: GENERAL | $1,500 |