Nonprofit · EIN 39-1928659
PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,896 | $1,351 | $4,545 | $148,640 | $0 | $148,640 |
| December 31, 2024 | 990-PF | $99,753 | $102,386 | -$2,633 | $134,693 | $0 | $134,693 |
| December 31, 2023 | 990-PF | $293,257 | $282,126 | $11,131 | $129,638 | $0 | $129,638 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $4,292
- Net gain from sales of assets
- $1,604
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $1,351
- Excise tax on investment income
- $82
Balance sheet and other
- Total assets, start of year
- $134,693
- Total assets, end of year
- $148,640
- Total liabilities, end of year
- $0
- Net assets, end of year
- $148,640
- Fair market value of assets
- $148,640
- Qualifying distributions
- $1,351
- Net investment income
- $5,896
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 |
|---|---|---|---|
| Paul F Heiss 3412 W Riviera Ct, Mequon, WI 53092 | President | 4 | $0 |
| Lois K Heiss 3412 W Riviera Ct, Mequon, WI 53092 | Director | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul F Heiss 3412 W Riviera Ct, Mequon, WI 53092 | President | 4 | $0 |
| Lois K Heiss 3412 W Riviera Ct, Mequon, WI 53092 | Director | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul F Heiss 3412 W Riviera Ct, Mequon, WI 53092 | President | 4 | $0 |
| Lois K Heiss 3412 W Riviera Ct, Mequon, WI 53092 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3412 W RIVIERA CT, MEQUON, WI 53092-5209
- In care of
- % PAUL F HEISS
- Signed the 990-PF
- Paul F Heiss, President
- Phone
- (414) 704-9726
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
- 39-1928659
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Voluntary health associations and medical disciplines (G120)
- Assets (IRS master file)
- $148,640
- Income (IRS master file)
- $10,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,896 | $1,351 | $148,640 | IRS |
| 990-PF | December 2024 | $99,753 | $102,386 | $134,693 | XML |
| 990-PF | December 2023 | $293,257 | $282,126 | $129,638 | 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 39-1928659).
Questions about PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC
- What is the EIN of PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC is 39-1928659.
- Is PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC 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 PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC 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 PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PAUL F AND LOIS K HEISS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,896, expenses of $1,351 and total assets of $148,640 at year end.
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