2026-05-22T10:01:14-07:00 2025-12-31 261341742 LoPrete & Lyneis PC 41000 Woodward Ave Ste 310 Bloomfield Hills MI 48304 990PF 2025-01-01 201907993 RICHARD & NANCY HEISS FOUNDATION RICH 6789106303 6088 MILLSTONE RUN STONE MOUNTAIN GA 30087 KURT HEISS President 6789106303 2026-04-16 Mary M Lyneis P01207065 2485945770 2026-05-22 2025 2025-03-06 01:10:19Z X 1180993 X X 34087 34087 29545 218356 0 0 803 30348 64435 64435 1253 0 7820 7820 507 0 71 9651 7820 0 66300 66300 75951 7820 66300 -11516 56615 20111 12299 12299 16541 31964 31964 0 0 809820 790693 1136730 0 0 0 0 0 0 846472 834956 1180993 0 0 0 0 0 X 846472 834956 846472 834956 846472 834956 846472 -11516 834956 834956 787 0 787 0 787 260 219 479 479 308 0 false false false false false false false false true MI true false false false false true N/A KURT HEISS 6789106303 6088 MILLSTONE RUN STONE MOUNTAIN GA 30087 false false false false false false false false false false false false false false false false false false false false NANCY J HEISS 41350 FOX RUN ROAD NOVI MI 48377 DIRECTOR 1.00 0 0 0 KURT F HEISS 6088 MILLSTONE RUN STONE MOUNTAIN GA 30087 PRESIDENT/TREASURER 1.00 0 0 0 KARL R HEISS 21748 MALDEN FARMINGTON MI 48336 VICE PRESIDENT 1.00 0 0 0 JAMES H LOPRETE 41000 WOODWARD AVENUE SUITE 120 EAS BLOOMFIELD HILLS MI 48304 DIRECTOR 0.00 0 0 0 MARY M LYNEIS 41000 WOODWARD AVENUE SUITE 120 EAS BLOOMFIELD HILLS MI 48304 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 1114590 28106 0 1142696 0 1142696 17140 1125556 56278 56278 787 787 55491 55491 55491 66300 66300 55491 0 0 0 0 12536 12536 66300 0 12536 53764 42955 42955 23345 0 0 0 0 0 23345 0 0 0 0 23345 X KURK HEISS 6088 MILLSTONE RUN STONE MOUNTAIN GA 30087 6789106303 Letter explaining tax exempt purpose and 501(c)(3) exemption letter. None None MICHIGAN MEDICINE DEVELOPMENT 777E EISENHOWER PARKWAY ANN ARBOR MI 48108 PC MEDICAL 5000 ANOTHER WAY PREGNANCY CENTER 28552 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 PC GENERAL CHARITABLE 10000 SALVATION ARMY 27500 SHIAWASSEE ROAD FARMINGTON HILLS MI 48336 PC GENERAL CHARITABLE 5000 CASS COMMUNITY SOCIAL SERVICES 11745 ROSA PARKS BLVD DETROIT MI 48206 PC GENERAL CHARITABLE 5000 CARES 27835 SHIAWASSEE ROAD FARMINGTON HILLS MI 48336 PC GENERAL CHARITABLE 5000 SAMARITAN'S PURSES P O BOX 3000 BOONE NC 28607 PC GENERAL CHARITABLE 2000 NETWORKS COOPERATIVE MINISTRY 4296 COWAN ROAD TUCKER GA 30084 PC GENERAL CHARITABLE 5000 WORLD MEDICAL RELIEF 21725 MELROSE AVENUE SOUTHFIELD MI 48075 PC MEDICAL/RELIEF 3000 CUMORAH ACADEMY 2105 TUSCANY WAY PLESANT GROVE UT 84062 PC GENERAL CHARITABLE 6300 MICHIGAN STATE UNIV 535 CHESTNUT ROAD EAST LANSING MI 48824 PC EDUCATION 5000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC MEDICAL 5000 CLARENCEVILLE UNITED METHODIST CHURCH 20300 MIDDLEBELT LIVONIA MI 48152 PC RELIGIOUS 5000 PHILANTROPIES 1450 N UNIVERSITY PROVO UT 84604 PC RELIGIOUS 5000 66300 14 29545 29545 29545 29545 59090 8 MISC. false false false false false false false false false false US TREASURY BILL 0.00% 2024-03 2025-03 120000 120000 0 ISHARES TR-S&P 500 INDEX 2023-09 2025-11 13355 8588 4767 VANGUARD RUSSELL 1000 GROWTH 2025-11 44454 17250 27204 VANGUARD S/T BD INDEX 2025-02 40547 42973 -2426 LoPRETE, LYNEIS & CARNWATH, P.C. ATTORNEY FEES 1253 MISC. 71 CAPITAL GAIN DISTRIBUTIONS 803 803 CAPITAL GAIN 29545 COMERICA INVESTMENT 7820 COMERICA SERVICE FEES 0 FOREIGN TAX 247 EXCISE TAX ESTIMATE 260