The information for Ann E & Joseph F Heil Jr Charitable Trust is as of the organization's most recent filing in December '21. This organization is located in Milwaukee, WI. It has been in existence for 22 years, following its founding in 1999.
The IRS classifies organizations according to the National Taxonomy of Exempt Entities (NTEE) system. The NTEE system helps the IRS assign a 3-character code to each organization to describe the organization's activities.
The Ann E & Joseph F Heil Jr Charitable Tr is a philanthropy organization classified under the NTEE code T30. This means that it falls under the major classification of Philanthropy, Voluntarism & Grantmaking Foundations. The organization is further categorized as a Public Foundation, which indicates that it primarily derives its funding or support from the general public in carrying out charitable activities serving the common welfare. Additionally, the organization is governed by Section Code 3, which encompasses Religious, Educational, Charitable, Scientific, Literary, Testing for Public Safety, to Foster National or International Amateur Sports Competition, or Prevention of Cruelty to Children or Animals Organizations.
Our dataset includes four years of grant history for the Ann E & Joseph F Heil Jr Charitable Tr. Over the course of these four years, they have awarded a total of 148 grants, with an average check size of $14,396. The organization awards an average of 37 grants each year. The grants are distributed across various NTEE sectors, with the highest number of grants awarded in the Arts, Culture & Humanities sector (31), followed by Education (18) and Philanthropy, Voluntarism & Grantmaking Foundations (7). In terms of geographic distribution, the organization primarily awards grants in Wisconsin (135), with smaller numbers of grants awarded in New York (4), California (5), and Washington, D.C. (2), among others.
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $0 |
Dividends & Interest | $92,780 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $337,168 |
Capital Gain Net Income | $337,168 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $8,172 |
Total Revenue | $438,120 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $0 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $34,424 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $0 |
Total operating and administrative expenses | $77,269 |
Contributions, gifts, grants paid | $784,750 |
Total expenses and disbursements | $862,019 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $597,028 |
Savings and temporary cash investments | $0 |
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 | $10 |
Total assets | $2,776,708 |
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 |
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 |
---|---|
MILWAUKEE BALLET PURPOSE: ARTS | $136,050 |
Milwaukee, WI PURPOSE: GENERAL | $100,000 |
Milwaukee, WI PURPOSE: GENERAL | $90,000 |
MILWAUKEE FILM PURPOSE: GENERAL | $65,000 |
88NINE RADIO MILWAUKEE PURPOSE: GENERAL | $25,000 |
Milwaukee, WI PURPOSE: GENERAL | $20,000 |
Organization Name | Assets | Revenue |
---|---|---|
Schuler Education Foundation Lake Forest, IL | $54,673,241 | $7,067,242 |
Thedacare Family Of Foundations Inc Appleton, WI | $89,256,611 | $25,439,996 |
The Hormel Foundation Austin, MN | $1,540,722,314 | $34,366,937 |
Society Of St Vincent De Paul- Twin Cities Minneapolis, MN | $592,562 | $17,408,500 |
Moose Charities Inc Mooseheart, IL | $5,385,966 | $15,548,845 |
Northland Foundation Duluth, MN | $110,895,270 | $27,913,272 |
Communtiy Foundation Of The Holland Zeeland Area Holland, MI | $102,848,837 | $16,439,772 |
Franciscan Sisters Of Chicago Service Corporation Lemont, IL | $62,771,138 | $13,923,865 |
Vela Education Fund Glencoe, IL | $4,855,969 | $13,247,569 |
Comerica Charitable Tr Detroit, MI | $75,789,432 | $13,296,605 |
David Lynch Foundation For Consciousness-Based Education And Fairfield, IA | $9,280,358 | $8,736,448 |
The Wayne And Joan Webber Foundation Clinton Township, MI | $34,958,708 | $9,275,748 |