Nonprofit · EIN 39-1799844
WILLIAM & SANDY HEITZ FAMILY FOUND
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $102,627 | $198,278 | -$95,651 | $2,410,630 | $0 | $2,410,630 |
| December 31, 2024 | 990-PF | $93,657 | $216,489 | -$122,832 | $2,507,112 | $0 | $2,507,112 |
| December 31, 2023 | 990-PF | $496,878 | $196,650 | $300,228 | $2,630,414 | $0 | $2,630,414 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,100
- Dividends
- $67,767
- Interest
- $25,903
- Net gain from sales of assets
- $4,857
Expenses
- Grants and similar amounts paid
- $194,178
- Disbursements for charitable purposes
- $198,278
- Excise tax on investment income
- $1,370
Balance sheet and other
- Total assets, start of year
- $2,507,112
- Total assets, end of year
- $2,410,630
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,410,630
- Fair market value of assets
- $4,891,264
- Qualifying distributions
- $198,278
- Net investment income
- $98,527
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA HEITZ 8111 BAY COLONY DRIVE UNIT 903, NAPLES, FL 34108 | President | 5 | $0 |
| STEPHANIE FLEMING 10800 N HADDONSTONE PLACE, MEQUON, WI 53092 | Treasurer | 5 | $0 |
| GREGORY HEITZ 5301 W RIVER TRAIL DRIVE, MEQUON, WI 53092 | Secretary | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA HEITZ 8111 BAY COLONY DRIVE UNIT 903, NAPLES, FL 34108 | President | 5 | $0 |
| STEPHANIE FLEMING 10800 N HADDONSTONE PLACE, MEQUON, WI 53092 | Treasurer | 5 | $0 |
| GREGORY HEITZ 5301 W RIVER TRAIL DRIVE, MEQUON, WI 53092 | Secretary | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA HEITZ 8111 BAY COLONY DRIVE UNIT 903, NAPLES, FL 34108 | President | 5 | $0 |
| STEPHANIE FLEMING 10800 N HADDONSTONE PLACE, MEQUON, WI 53092 | Treasurer | 5 | $0 |
| GREGORY HEITZ 5301 W RIVER TRAIL DRIVE, MEQUON, WI 53092 | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 10800 N HADDONSTONE PL, MEQUON, WI 53092-5877
- In care of
- % SANDRA D HEITZ
- Signed the 990-PF
- STEPHANIE FLEMING, Treasurer
- Phone
- (262) 377-3970
- Return prepared by
- Mohr CPAs LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1799844
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,410,630
- Income (IRS master file)
- $202,627
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $102,627 | $198,278 | $2,410,630 | XML |
| 990-PF | December 2024 | $93,657 | $216,489 | $2,507,112 | XML |
| 990-PF | December 2023 | $496,878 | $196,650 | $2,630,414 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1799844).
Questions about WILLIAM & SANDY HEITZ FAMILY FOUND
- What is the EIN of WILLIAM & SANDY HEITZ FAMILY FOUND?
- The employer identification number (EIN) of WILLIAM & SANDY HEITZ FAMILY FOUND is 39-1799844.
- Is WILLIAM & SANDY HEITZ FAMILY FOUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to WILLIAM & SANDY HEITZ FAMILY FOUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & SANDY HEITZ FAMILY FOUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & SANDY HEITZ FAMILY FOUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & SANDY HEITZ FAMILY FOUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM & SANDY HEITZ FAMILY FOUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM & SANDY HEITZ FAMILY FOUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,627, expenses of $198,278 and total assets of $2,410,630 at year end.
Other nonprofits in MEQUON
- TIMOTHY AND NANCY SPEAKER FAMILY FOUNDATION EIN 93-4588360 · last filed 990-PF for 2024
- CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC EIN 39-6077337 · last filed 990 for 2025
- LORI AND DAVID NICHOLAS FAMILY FOUNDATION INC EIN 87-1448344 · last filed 990-PF for 2025
- LYNN S NICHOLAS FAMILY FOUNDATION INC EIN 87-1448491 · last filed 990-PF for 2025
- UNDERWOOD FAMILY FOUNDATION INC EIN 85-4252313 · last filed 990-PF for 2024
- CUDAHY FOUNDATION EIN 39-6720806 · last filed 990-PF for 2025
- EVERY DAY GOOD FOUNDATION INC EIN 47-2233384 · last filed 990-PF for 2025
- MATRIX FOUNDATION EIN 39-1999556 · last filed 990-PF for 2025
All nonprofits in MEQUON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations