Nonprofit · EIN 39-6713764
ANN E & JOSEPH F HEIL JR CHARITABLE TR
Also known as HEIL ANN E TTEE
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $900,432 | $790,547 | $109,885 | $2,508,571 | $0 | $2,508,571 |
| December 31, 2024 | 990-PF | $545,646 | $921,020 | -$375,374 | $2,403,338 | $0 | $2,403,338 |
| December 31, 2023 | 990-PF | $245,206 | $658,688 | -$413,482 | $2,795,975 | $0 | $2,795,975 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $128,516
- Net gain from sales of assets
- $771,916
Expenses
- Grants and similar amounts paid
- $736,950
- Disbursements for charitable purposes
- $738,158
- Excise tax on investment income
- $11,981
Balance sheet and other
- Total assets, start of year
- $2,403,338
- Total assets, end of year
- $2,508,571
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,508,571
- Fair market value of assets
- $7,232,450
- Qualifying distributions
- $738,158
- Net investment income
- $900,432
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 |
|---|---|---|---|
| KATHERINE HEIL 3150 E KENWOOD, MILWAUKEE, WI 53211 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE HEIL 3150 E KENWOOD, MILWAUKEE, WI 53211 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE HEIL 3150 E KENWOOD, MILWAUKEE, WI 53211 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O ARGENT TRUST CO 115 S 84 ST STE, MILWAUKEE, WI 53214-0000
- In care of
- % BMO HARRIS BANK NA
- Signed the 990-PF
- KATHERINE HEIL, Trustee
- Phone
- (414) 875-3224
- Return prepared by
- ERNST & YOUNG 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
- 39-6713764
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,508,571
- Income (IRS master file)
- $1,340,354
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $900,432 | $790,547 | $2,508,571 | IRS |
| 990-PF | December 2024 | $545,646 | $921,020 | $2,403,338 | IRS |
| 990-PF | December 2023 | $245,206 | $658,688 | $2,795,975 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 39-6713764).
Questions about ANN E & JOSEPH F HEIL JR CHARITABLE TR
- What is the EIN of ANN E & JOSEPH F HEIL JR CHARITABLE TR?
- The employer identification number (EIN) of ANN E & JOSEPH F HEIL JR CHARITABLE TR is 39-6713764.
- Is ANN E & JOSEPH F HEIL JR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ANN E & JOSEPH F HEIL JR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN E & JOSEPH F HEIL JR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN E & JOSEPH F HEIL JR CHARITABLE TR 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 ANN E & JOSEPH F HEIL JR CHARITABLE TR 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 ANN E & JOSEPH F HEIL JR CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ANN E & JOSEPH F HEIL JR CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $900,432, expenses of $790,547 and total assets of $2,508,571 at year end.
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