STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Katherine Heil TRUSTEE2015-2025 1 $0 reported 1

People by year

2025 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-- $01
2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-- $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-- $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE HEIL TRUSTEE1 $0-$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$900,432$790,547 $2,508,571$2,508,571 -- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$545,646$921,020 $2,403,338$2,403,338 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$245,206$658,688 $2,795,975$2,795,975 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,309,387$894,739 $3,193,627$3,193,327 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$438,120$862,019 $2,776,708$2,776,408 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,105,091$692,441 $3,200,605$3,200,305 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$534,444$644,339 $2,787,954$2,787,654 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$570,075$710,041 $2,900,621$2,900,321 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$222,031$541,373 $3,033,665$3,033,665 $15,000- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$50,561$438,292 $3,355,061$3,355,061 -- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
AAEM FOUNDATION INCWIT30 $800,119$424,629 IMMEDIATE PAST PRESIDENT$0 Same NTEE code T30, revenue within 2x, same state
FROEDTERT MENOMONEE FALLS HOSPITAL FOUNDATION INCWIT30 $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 INCWIT30 $971,951$562,995 FOUNDER AND CEO$0 Same NTEE code T30, revenue within 2x, same state
LIONS PRIDE ENDOWMENT FUND INCWIT30 $876,783$429,026 President$0 Same NTEE code T30, revenue within 2x, same state
COVANTAGE CARES FOUNDATION INCWIT30 $683,046$751,444 PRESIDENT$846,549 Same NTEE code T30, revenue within 2x, same state
CATHOLIC FINANCIAL LIFE FOUNDATION INCWIT30 $806,994$500,062 President$558,701 Same NTEE code T30, revenue within 2x, same state
Z FOUNDATIONWIT30 $895,252$254,049 TRUSTEE$0 Same NTEE code T30, revenue within 2x, same state
DONALD DRIVER FOUNDATIONWIT30 $847,212$758,543 DIRECTOR$27,000 Same NTEE code T30, revenue within 2x, same state
NICOLET NATIONAL FOUNDATION INCWIT30 $731,773$338,939 VICE PRESIDENT$0 Same NTEE code T30, revenue within 2x, same state
4TH DIMENSION SOBRIETY INCWIT30 $866,110$706,927 Executive Dir.$67,000 Same NTEE code T30, revenue within 2x, same state
4 BEES BRIGADE INCWIT30 $761,363$700,735 DIRECTOR$0 Same NTEE code T30, revenue within 2x, same state
ALTON N SCOTT CHARITABLE TRALT30 $754,280$429,994 TRUSTEE$114,763 Same NTEE code T30, revenue within 2x
ARCADIA CHARITABLE TR UA 050797MAT30 $1,053,068$760,766 Trustee$0 Same NTEE code T30, revenue within 2x
NAOMI B CHAMBERS CHARITABLE TRILT30 $863,357$735,115 TRUSTEE$110,555 Same NTEE code T30, revenue within 2x
TORRICE FAMILY CHARITABLE TRUSTMAT30 $619,012$178,508 TRUSTEE$0 Same NTEE code T30, revenue within 2x
EDISON CHARITABLE FOUNDATIONUTT30 $941,118$218,497 PRESIDENT AND DIRECTOR$0 Same NTEE code T30, revenue within 2x
ST ANDREWS CHARITABLE FOUNDATIONMOT30 $983,105$1,579,530 PRESIDENT & CEO$470,032 Same NTEE code T30, revenue within 2x
THE EAGLES CHARITABLE FOUNDATIONPAT30 $1,006,372$446,038 CHAIR$0 Same NTEE code T30, revenue within 2x
INDEPENDENCE CHARITABLE TRUSTKST30 $738,766$202,919 MIDLAND PRESIDENT/CEO$275,157 Same NTEE code T30, revenue within 2x
KAREN ANN QUINLAN CHARITABLE FOUNDATION INCNJT30 $684,298$3,049,453 PRESIDENT/SECRETARY$0 Same NTEE code T30, revenue within 2x
THE CHARITABLE FOUNDATION OF THEGAT30 $658,309$657,271 EXECUTIVE DIRECTOR$193,720 Same NTEE code T30, revenue within 2x
JOE SIDORSKI CHARITABLE FOUNDATIONFLT30 $1,312,830$90,007 TRUSTEE$0 Same NTEE code T30, revenue within 2x
OLATHE HEALTH CHARITABLE FOUNDATIONKST30 $1,282,864$411,522 DIRECTOR$0 Same NTEE code T30, revenue within 2x
NRJ CHARITABLE FOUNDATIONTXT30 $1,026,531$85,813 PRESIDENT & TREASURER$0 Same NTEE code T30, revenue within 2x
CHARITABLE PARTNERSHIP FUNDORT30 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$7,952,19083 332014–2024 EDISON CHARITABLE FOUNDATION; ST ANDREWS CHARITABLE FOUNDATION; HIGH COUNTRY CHARITABLE FOUNDATION INC; MUSTIQUE CHARITABLE FOUNDATION and 29 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$4,229,447139 392016–2024 MUSTIQUE CHARITABLE FOUNDATION; STEPHENS CHILDREN FOUNDATION INC; PARTNERS CHARITY FUND FOR ISRAEL; TSC ALLIANCE ENDOWMENT FUND INC and 35 more
MARK CUBAN FOUNDATION Private foundation$3,752,7777 12018–2024 CELEBRITY GAMES FOR CHARITY
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$2,468,75947 112012–2024 STEPHENS CHILDREN FOUNDATION INC; LIFE CHARITIES INC; B R CHAMBERLAIN FOUNDATION FOR PUBLIC ENRICHMENT INC; HUNT FOR LIFE FOUNDATION INC and 7 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$2,304,82269 202019–2024 UNIVERSAL VIRTUE BUDDHIST CHARITIES; VIETNAMESE CHARITABLE ASSOCIATION; EDUCATIONAL CHARITABLE AND HUMANITARIAN ORGANIZATION; INDIAN CHRISTIAN ORTHODOX NETWORK CHARITIES INC and 16 more
OREGON COMMUNITY FOUNDATION DAF sponsor$1,021,60015 22014–2024 CHARITABLE PARTNERSHIP FUND; PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE INC
WORLD VISION DAF sponsor$976,2325 12011–2016 STEPHENS CHILDREN FOUNDATION INC
FORGOOD INC DAF sponsor$854,06933 102012–2024 STEPHENS CHILDREN FOUNDATION INC; CHRISTIAN HOLYLAND FOUNDATION INC; JOHN AND LILLIAN MILES LEWIS FOUNDATION INC; THE EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INC and 6 more
GREATER SALINA COMMUNITY FOUNDATION DAF sponsor$800,0002 12018–2020 CORNERSTONE CHARITABLE FOUNDATION
THE SEATTLE FOUNDATION DAF sponsor$670,10476 12010–2024 E B DUNN HISTORIC GARDEN TRUST
NATIONAL PHILANTHROPIC TR DAF sponsor$652,72530 92014–2024 NATIONAL CHARITABLE FUND INC; HEALING EMERGENCY AID RESPONSE TEAM- 9 11 INC; MUSTIQUE CHARITABLE FOUNDATION; HANOVER CHARITIES USA INC and 5 more
MEYER MEMORIAL TRUST Private foundation$606,20013 12018–2023 CHARITABLE PARTNERSHIP FUND
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor$550,7998 42012–2020 DONALD DRIVER FOUNDATION; HANK AARON CHASING THE DREAM FOUNDATION INC; LIONS PRIDE ENDOWMENT FUND INC; COVANTAGE CARES FOUNDATION INC
PAYPAL CHARITABLE GIVING FUND DAF sponsor$544,91914 82012–2024 EDUCATIONAL CHARITABLE AND HUMANITARIAN ORGANIZATION; THE EAGLES CHARITABLE FOUNDATION; TELL EVERY AMAZING LADY ABOUT OVARIAN CANCER FOUNDATION; CHARITABLE PARTNERSHIP FUND and 4 more
WINSTON-SALEM FOUNDATION DAF sponsor$535,5005 22020–2023 CHARLOTTE WINE & FOOD WEEKEND INC; HIGH COUNTRY CHARITABLE FOUNDATION INC

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
LineAs describedTotalShare
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$790,547100%

View the filing

2024 · Form 990PF · $921,020 spent · pay $0 · grants $875,050 · events $0
LineAs describedTotalShare
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$921,020100%

View the filing

2023 · Form 990PF · $658,688 spent · pay $0 · grants $613,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $613,850 93.2%
Other expenses $32,652 5.0%
Taxes $12,186 1.9%
Total$658,688100%

View the filing

2022 · Form 990PF · $894,739 spent · pay $0 · grants $837,460 · events $0
LineAs describedTotalShare
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$894,739100%

View the filing

2021 · Form 990PF · $862,019 spent · pay $0 · grants $784,750 · events $0
LineAs describedTotalShare
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$862,019100%

View the filing

2020 · Form 990PF · $692,441 spent · pay $0 · grants $645,157 · events $0
LineAs describedTotalShare
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$692,441100%

View the filing

2019 · Form 990PF · $644,339 spent · pay $0 · grants $590,050 · events $0
LineAs describedTotalShare
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$644,339100%

View the filing

2018 · Form 990PF · $710,041 spent · pay $0 · grants $662,671 · events $0
LineAs describedTotalShare
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$710,041100%

View the filing

2017 · Form 990PF · $541,373 spent · pay $0 · grants $498,202 · events $0
LineAs describedTotalShare
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$541,373100%

View the filing

2016 · Form 990PF · $438,292 spent · pay $0 · grants $379,692 · events $0
LineAs describedTotalShare
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$438,292100%

View the filing

2015 · Form 990PF · $470,690 spent · pay $0 · grants $432,810 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $432,810 92.0%
Fees: other professional $33,075 7.0%
Taxes $4,805 1.0%
Total$470,690100%

View the filing