ANN E & JOSEPH F HEIL JR CHARITABLE TR
Cite this
Plain text ANN E & JOSEPH F HEIL JR CHARITABLE TR. Strategy Studio, nonprofit organization profile, tax years 2015–2025. https://strategystudio.org/org/396713764. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). ANN E & JOSEPH F HEIL JR CHARITABLE TR [Nonprofit organization profile; tax years 2015–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/396713764
MLA “ANN E & JOSEPH F HEIL JR CHARITABLE TR.” Strategy Studio, tax years 2015–2025, https://strategystudio.org/org/396713764. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2015–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $900K · expenses $791K · assets $2.5M
- EIN
- 39-6713764
- Address
- C/O ARGENT TRUST CO 115 S 84 ST STE, MILWAUKEE, WI 53214-0000
- NTEE code
- T30
- Subsection
- 501(c)(3)
- Ruling year
- 1999
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 1 person listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Katherine Heil | TRUSTEE | 2015-2025 | 1 | $0 reported | 1 |
People by year
2025 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2024 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2023 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
2022 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2017 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2016 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2015 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE HEIL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 0 grants to organizations · $0 · 1 summary line · $737K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2024 · 0 grants to organizations · $0 · 1 summary line · $875K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2023 · 0 grants to organizations · $0 · 1 summary line · $614K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2022 · 0 grants to organizations · $0 · 1 summary line · $837K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2021 · 0 grants to organizations · $0 · 1 summary line · $785K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2020 · 0 grants to organizations · $0 · 1 summary line · $645K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2019 · 43 grants to organizations · $588K · 2 grants to individuals · $2K
2018 · 37 grants to organizations · $663K
2017 · 35 grants to organizations · $498K
2016 · 31 grants to organizations · $380K
2015 · 39 grants to organizations · $433K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $900,432 | $790,547 | $2,508,571 | $2,508,571 | - | - | - | - | - |
| 2024 · Form 990PF | ||||||||
| $545,646 | $921,020 | $2,403,338 | $2,403,338 | - | - | - | - | - |
| 2023 · Form 990PF | ||||||||
| $245,206 | $658,688 | $2,795,975 | $2,795,975 | - | - | - | - | - |
| 2022 · Form 990PF | ||||||||
| $1,309,387 | $894,739 | $3,193,627 | $3,193,327 | - | - | - | - | - |
| 2021 · Form 990PF | ||||||||
| $438,120 | $862,019 | $2,776,708 | $2,776,408 | - | - | - | - | - |
| 2020 · Form 990PF | ||||||||
| $1,105,091 | $692,441 | $3,200,605 | $3,200,305 | - | - | - | - | - |
| 2019 · Form 990PF | ||||||||
| $534,444 | $644,339 | $2,787,954 | $2,787,654 | - | - | - | - | - |
| 2018 · Form 990PF | ||||||||
| $570,075 | $710,041 | $2,900,621 | $2,900,321 | - | - | - | - | - |
| 2017 · Form 990PF | ||||||||
| $222,031 | $541,373 | $3,033,665 | $3,033,665 | $15,000 | - | - | - | - |
| 2016 · Form 990PF | ||||||||
| $50,561 | $438,292 | $3,355,061 | $3,355,061 | - | - | - | - | - |
| 2015 · Form 990PF | ||||||||
| $390,137 | $470,690 | $3,739,903 | $3,739,903 | - | - | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AAEM FOUNDATION INC | WI | T30 | $800,119 | $424,629 | IMMEDIATE PAST PRESIDENT | $0 | Same NTEE code T30, revenue within 2x, same state |
| FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION INC | WI | T30 | $1,219,686 | $951,033 | Director & FTCH President/CEO (eff 7/1/24; term 5/7/25) | $5,238,377 | Same NTEE code T30, revenue within 2x, same state |
| HUNT FOR LIFE FOUNDATION INC | WI | T30 | $971,951 | $562,995 | FOUNDER AND CEO | $0 | Same NTEE code T30, revenue within 2x, same state |
| LIONS PRIDE ENDOWMENT FUND INC | WI | T30 | $876,783 | $429,026 | President | $0 | Same NTEE code T30, revenue within 2x, same state |
| COVANTAGE CARES FOUNDATION INC | WI | T30 | $683,046 | $751,444 | PRESIDENT | $846,549 | Same NTEE code T30, revenue within 2x, same state |
| CATHOLIC FINANCIAL LIFE FOUNDATION INC | WI | T30 | $806,994 | $500,062 | President | $558,701 | Same NTEE code T30, revenue within 2x, same state |
| Z FOUNDATION | WI | T30 | $895,252 | $254,049 | TRUSTEE | $0 | Same NTEE code T30, revenue within 2x, same state |
| DONALD DRIVER FOUNDATION | WI | T30 | $847,212 | $758,543 | DIRECTOR | $27,000 | Same NTEE code T30, revenue within 2x, same state |
| NICOLET NATIONAL FOUNDATION INC | WI | T30 | $731,773 | $338,939 | VICE PRESIDENT | $0 | Same NTEE code T30, revenue within 2x, same state |
| 4TH DIMENSION SOBRIETY INC | WI | T30 | $866,110 | $706,927 | Executive Dir. | $67,000 | Same NTEE code T30, revenue within 2x, same state |
| 4 BEES BRIGADE INC | WI | T30 | $761,363 | $700,735 | DIRECTOR | $0 | Same NTEE code T30, revenue within 2x, same state |
| ALTON N SCOTT CHARITABLE TR | AL | T30 | $754,280 | $429,994 | TRUSTEE | $114,763 | Same NTEE code T30, revenue within 2x |
| ARCADIA CHARITABLE TR UA 050797 | MA | T30 | $1,053,068 | $760,766 | Trustee | $0 | Same NTEE code T30, revenue within 2x |
| NAOMI B CHAMBERS CHARITABLE TR | IL | T30 | $863,357 | $735,115 | TRUSTEE | $110,555 | Same NTEE code T30, revenue within 2x |
| TORRICE FAMILY CHARITABLE TRUST | MA | T30 | $619,012 | $178,508 | TRUSTEE | $0 | Same NTEE code T30, revenue within 2x |
| EDISON CHARITABLE FOUNDATION | UT | T30 | $941,118 | $218,497 | PRESIDENT AND DIRECTOR | $0 | Same NTEE code T30, revenue within 2x |
| ST ANDREWS CHARITABLE FOUNDATION | MO | T30 | $983,105 | $1,579,530 | PRESIDENT & CEO | $470,032 | Same NTEE code T30, revenue within 2x |
| THE EAGLES CHARITABLE FOUNDATION | PA | T30 | $1,006,372 | $446,038 | CHAIR | $0 | Same NTEE code T30, revenue within 2x |
| INDEPENDENCE CHARITABLE TRUST | KS | T30 | $738,766 | $202,919 | MIDLAND PRESIDENT/CEO | $275,157 | Same NTEE code T30, revenue within 2x |
| KAREN ANN QUINLAN CHARITABLE FOUNDATION INC | NJ | T30 | $684,298 | $3,049,453 | PRESIDENT/SECRETARY | $0 | Same NTEE code T30, revenue within 2x |
| THE CHARITABLE FOUNDATION OF THE | GA | T30 | $658,309 | $657,271 | EXECUTIVE DIRECTOR | $193,720 | Same NTEE code T30, revenue within 2x |
| JOE SIDORSKI CHARITABLE FOUNDATION | FL | T30 | $1,312,830 | $90,007 | TRUSTEE | $0 | Same NTEE code T30, revenue within 2x |
| OLATHE HEALTH CHARITABLE FOUNDATION | KS | T30 | $1,282,864 | $411,522 | DIRECTOR | $0 | Same NTEE code T30, revenue within 2x |
| NRJ CHARITABLE FOUNDATION | TX | T30 | $1,026,531 | $85,813 | PRESIDENT & TREASURER | $0 | Same NTEE code T30, revenue within 2x |
| CHARITABLE PARTNERSHIP FUND | OR | T30 | $1,179,342 | $970,886 | Treasurer | $0 | Same NTEE code T30, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $790,547 spent · pay $0 · grants $736,950 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $736,950 | 93.2% | |
| Other expenses | $35,688 | 4.5% | |
| Taxes | $16,701 | 2.1% | |
| Fees: accounting | $1,208 | 0.2% | |
| Total | $790,547 | 100% |
2024 · Form 990PF · $921,020 spent · pay $0 · grants $875,050 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $875,050 | 95.0% | |
| Other expenses | $35,481 | 3.9% | |
| Taxes | $9,884 | 1.1% | |
| Fees: accounting | $605 | 0.1% | |
| Total | $921,020 | 100% |
2023 · Form 990PF · $658,688 spent · pay $0 · grants $613,850 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $613,850 | 93.2% | |
| Other expenses | $32,652 | 5.0% | |
| Taxes | $12,186 | 1.9% | |
| Total | $658,688 | 100% |
2022 · Form 990PF · $894,739 spent · pay $0 · grants $837,460 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $837,460 | 93.6% | |
| Fees: other professional | $37,774 | 4.2% | |
| Taxes | $18,896 | 2.1% | |
| Fees: accounting | $609 | 0.1% | |
| Total | $894,739 | 100% |
2021 · Form 990PF · $862,019 spent · pay $0 · grants $784,750 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $784,750 | 91.0% | |
| Fees: other professional | $42,236 | 4.9% | |
| Taxes | $34,424 | 4.0% | |
| Fees: accounting | $609 | 0.1% | |
| Total | $862,019 | 100% |
2020 · Form 990PF · $692,441 spent · pay $0 · grants $645,157 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $645,157 | 93.2% | |
| Fees: other professional | $34,353 | 5.0% | |
| Taxes | $12,317 | 1.8% | |
| Fees: accounting | $608 | 0.1% | |
| Other expenses | $6 | 0.0% | |
| Total | $692,441 | 100% |
2019 · Form 990PF · $644,339 spent · pay $0 · grants $590,050 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $590,050 | 91.6% | |
| Fees: other professional | $33,474 | 5.2% | |
| Taxes | $19,591 | 3.0% | |
| Fees: accounting | $1,200 | 0.2% | |
| Other expenses | $24 | 0.0% | |
| Total | $644,339 | 100% |
2018 · Form 990PF · $710,041 spent · pay $0 · grants $662,671 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $662,671 | 93.3% | |
| Fees: other professional | $34,491 | 4.9% | |
| Taxes | $10,159 | 1.4% | |
| Other expenses | $1,550 | 0.2% | |
| Fees: accounting | $600 | 0.1% | |
| Fees: legal | $570 | 0.1% | |
| Total | $710,041 | 100% |
2017 · Form 990PF · $541,373 spent · pay $0 · grants $498,202 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $498,202 | 92.0% | |
| Fees: other professional | $34,771 | 6.4% | |
| Fees: legal | $5,134 | 0.9% | |
| Taxes | $2,041 | 0.4% | |
| Other expenses | $1,225 | 0.2% | |
| Total | $541,373 | 100% |
2016 · Form 990PF · $438,292 spent · pay $0 · grants $379,692 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $379,692 | 86.6% | |
| Fees: other professional | $37,562 | 8.6% | |
| Taxes | $16,838 | 3.8% | |
| Fees: accounting | $4,200 | 1.0% | |
| Total | $438,292 | 100% |
2015 · Form 990PF · $470,690 spent · pay $0 · grants $432,810 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $432,810 | 92.0% | |
| Fees: other professional | $33,075 | 7.0% | |
| Taxes | $4,805 | 1.0% | |
| Total | $470,690 | 100% |