Ann E & Joseph F Heil Jr Charitable Tr

Heil Ann E Ttee

Milwaukee, WI
Tax-exempt since Oct. 1999
EIN: 39-6713764

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$245k (2023)

Expenses

$659k (2023)

Total Assets

$2.8M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$245,206

Expenses

$658,688

Net Income

-$413,482

Net Assets

$2,795,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,387	60.9%
Sales of Assets	$95,819	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$613,868	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,795,975
Total Liabilities	$0
Net Assets	$2,795,975

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,309,387

Expenses

$894,739

Net Income

$414,648

Net Assets

$3,193,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,905	7.9%
Sales of Assets	$1,195,987	91.3%
Other Income	$9,495	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$838,069	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,193,627
Total Liabilities	$300
Net Assets	$3,193,327

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$438,120

Expenses

$862,019

Net Income

-$423,899

Net Assets

$2,776,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,780	21.2%
Sales of Assets	$337,168	77.0%
Other Income	$8,172	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$785,359	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,776,708
Total Liabilities	$300
Net Assets	$2,776,408

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Oct. 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,105,091

Expenses

$692,441

Net Income

$412,650

Net Assets

$3,200,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,022	8.9%
Sales of Assets	$1,001,640	90.6%
Other Income	$5,429	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$645,765	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,200,605
Total Liabilities	$300
Net Assets	$3,200,305

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Oct. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$534,444

Expenses

$644,339

Net Income

-$109,895

Net Assets

$2,787,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,280	20.1%
Sales of Assets	$416,193	77.9%
Other Income	$10,971	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,274	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,787,954
Total Liabilities	$300
Net Assets	$2,787,654

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$570,075

Expenses

$710,041

Net Income

-$139,966

Net Assets

$2,900,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,921	16.8%
Sales of Assets	$471,531	82.7%
Other Income	$2,623	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$665,391	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,900,621
Total Liabilities	$300
Net Assets	$2,900,321

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Oct. 31, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$222,031

Expenses

$541,373

Net Income

-$319,342

Net Assets

$3,033,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	6.8%
Interest Revenue	$0
Dividends	$81,240	36.6%
Sales of Assets	$119,196	53.7%
Other Income	$6,595	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,609	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,033,665
Total Liabilities	$0
Net Assets	$3,033,665

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$50,561

Expenses

$438,292

Net Income

-$387,731

Net Assets

$3,355,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,138	> 100%
Sales of Assets	-$22,277
Other Income	$3,700	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$383,892	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,355,061
Total Liabilities	$0
Net Assets	$3,355,061

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$390,137

Expenses

$470,690

Net Income

-$80,553

Net Assets

$3,739,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,743	18.6%
Sales of Assets	$317,394	81.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$434,850	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,739,903
Total Liabilities	$0
Net Assets	$3,739,903

Compensation

Key Employees and Officers	Compensation	Other
Katherine Heil (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$281,485

Expenses

$593,760

Net Income

-$312,275

Net Assets

$3,804,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,678	29.0%
Sales of Assets	$201,966	71.8%
Other Income	-$2,159

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$563,656	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,804,011
Total Liabilities	$0
Net Assets	$3,804,011

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$110,177

Expenses

$723,899

Net Income

-$613,722

Net Assets

$4,116,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,328	70.2%
Sales of Assets	$60,487	54.9%
Other Income	-$27,638

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$692,765	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,116,168
Total Liabilities	$0
Net Assets	$4,116,168

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,087,918

Expenses

$524,331

Net Income

$1,563,587

Net Assets

$4,734,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,876,346	89.9%
Interest Revenue	$0
Dividends	$80,464	3.9%
Sales of Assets	$145,057	6.9%
Other Income	-$13,949

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,000	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,734,278
Total Liabilities	$0
Net Assets	$4,734,278

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$114,828

Expenses

$218,049

Net Income

-$103,221

Net Assets

$3,164,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,052	60.1%
Sales of Assets	$45,342	39.5%
Other Income	$434	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,500	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,164,514
Total Liabilities	$0
Net Assets	$3,164,514

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Updated September 25, 2025

Ann E & Joseph F Heil Jr Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $245k (2023)

Expenses $659k (2023)

Total Assets $2.8M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$245k (2023)

Expenses

$659k (2023)

Total Assets

$2.8M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001