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Ann E & Joseph F Heil Jr Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1999. The principal officer is Bmo Harris Bank Na. It holds total assets of $2.4M. Annual income is reported at $954K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. According to available records, Ann E & Joseph F Heil Jr Charitable Trust has made 3 grants totaling $2.2M, with a median grant of $785K. Annual giving has decreased from $785K in 2021 to $614K in 2023. Grantmaking activity was highest in 2022 with $837K distributed across 1 grants. Individual grants have ranged from $614K to $837K, with an average award of $745K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ann E & Joseph F Heil Jr Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in WI.
Ann E & Joseph F Heil Jr Charitable Trust has distributed a total of $2.2M across 3 grants. The median grant size is $785K, with an average of $745K. Individual grants have ranged from $614K to $837K.
Ann E & Joseph F Heil Jr Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Ann E & Joseph F Heil Jr Charitable Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Katherine Heil | TRUSTEE | $0 | $0 | N/A |
Total Giving
$659K
Total Assets
$2.8M
Fair Market Value
$6.7M
Net Worth
$2.8M
Grants Paid
$614K
Contributions
N/A
Net Investment Income
$210K
Distribution Amount
$318K
Total Grants
3
Total Giving
$2.2M
Average Grant
$745K
Median Grant
$785K
Unique Recipients
3
Most Common Grant
$837K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached StatementGENERAL | Milwaukee, WI | $614K | 2023 |
| See Attached ScheduleGENERAL | Milwaukee, WI | $837K | 2022 |
| See AttachedGENERAL | Milwauke, WI | $785K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI