Anna M Heilmaier Charitable Foundation

Milwaukee, WI
Tax-exempt since Dec. 1993
EIN: 41-1761632

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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.

Donations to this organization are tax deductible.

Revenue

$475k (2024)

Expenses

$382k (2024)

Total Assets

$6.16M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$475,115

Expenses

$382,384

Net Income

$92,731

Net Assets

$6,164,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$180,235	37.9%
Sales of Assets	$294,217	61.9%
Other Income	$663	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,085	76.1%
Compensation of Officers*	$83,284	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,164,336
Total Liabilities	$0
Net Assets	$6,164,336

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$83,284	$0

990-PF

Filed on May 9, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$285,711

Expenses

$460,382

Net Income

-$174,671

Net Assets

$6,071,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$162,966	57.0%
Sales of Assets	$113,470	39.7%
Other Income	$9,275	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$382,615	83.1%
Compensation of Officers*	$75,675	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,071,702
Total Liabilities	$0
Net Assets	$6,071,702

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$75,675	$0

990-PF

Filed on May 5, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$122,044

Expenses

$517,479

Net Income

-$395,435

Net Assets

$6,248,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,586	> 100%
Sales of Assets	-$15,617
Other Income	$7,075	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,904	81.9%
Compensation of Officers*	$77,538	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,248,395
Total Liabilities	$0
Net Assets	$6,248,395

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$77,538	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$836,729

Expenses

$461,293

Net Income

$375,436

Net Assets

$6,639,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,496	13.2%
Sales of Assets	$726,192	86.8%
Other Income	$41	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,382	81.4%
Compensation of Officers*	$86,449	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,639,724
Total Liabilities	$0
Net Assets	$6,639,724

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$86,449	$0

990-PF

Filed on May 10, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$471,677

Expenses

$469,640

Net Income

$2,037

Net Assets

$6,254,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,298	18.5%
Sales of Assets	$384,377	81.5%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,972	77.1%
Compensation of Officers*	$78,905	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,254,151
Total Liabilities	$1
Net Assets	$6,254,150

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$78,905	$0

990-PF

Filed on May 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$946,822

Expenses

$375,726

Net Income

$571,096

Net Assets

$6,254,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,590	16.1%
Sales of Assets	$791,508	83.6%
Other Income	$2,724	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$297,269	79.1%
Compensation of Officers*	$80,405	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,254,584
Total Liabilities	$1
Net Assets	$6,254,583

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$80,405	$0

990-PF

Filed on Oct. 21, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$553,873

Expenses

$451,119

Net Income

$102,754

Net Assets

$5,671,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$150,232	27.1%
Sales of Assets	$403,641	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,970	78.7%
Compensation of Officers*	$88,955	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,671,840
Total Liabilities	$0
Net Assets	$5,671,840

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corporate Trustee)	$88,955	$0

990-PF

Filed on Oct. 30, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$668,649

Expenses

$413,279

Net Income

$255,370

Net Assets

$5,583,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,798	26.3%
Sales of Assets	$492,842	73.7%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$316,781	76.7%
Compensation of Officers*	$86,454	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,583,632
Total Liabilities	$0
Net Assets	$5,583,632

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corporate Trustee)	$86,454	$0

990-PF

Filed on Oct. 26, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

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

Fiscal Year Ending Dec.
2015

Revenue

$455,314

Expenses

$464,969

Net Income

-$9,655

Net Assets

$5,290,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$182,449	40.1%
Sales of Assets	$272,865	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$390,274	83.9%
Compensation of Officers*	$84,643	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,290,874
Total Liabilities	$0
Net Assets	$5,290,874

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$380,595

Expenses

$429,438

Net Income

-$48,843

Net Assets

$5,298,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.0%
Dividends	$188,998	49.7%
Sales of Assets	$191,567	50.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,346	77.6%
Compensation of Officers*	$85,663	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,300,377
Total Liabilities	$1,633
Net Assets	$5,298,744

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corporate Trustee)	$85,663	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$660,026

Expenses

$336,426

Net Income

$323,600

Net Assets

$5,347,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$183,059	27.7%
Sales of Assets	$471,381	71.4%
Other Income	$5,577	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,336	78.6%
Compensation of Officers*	$83,251	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,349,507
Total Liabilities	$1,920
Net Assets	$5,347,587

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corporate Trustee)	$83,251	$0

990-PF

Filed on July 21, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$407,799

Expenses

$398,734

Net Income

$9,065

Net Assets

$5,024,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$168,186	41.2%
Sales of Assets	$239,613	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,380	77.6%
Compensation of Officers*	$80,902	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,026,277
Total Liabilities	$2,275
Net Assets	$5,024,002

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$891,535

Expenses

$425,653

Net Income

$465,882

Net Assets

$5,015,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,522	16.8%
Sales of Assets	$741,054	83.1%
Other Income	$959	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,835	83.6%
Compensation of Officers*	$81,748	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,015,736
Total Liabilities	$533
Net Assets	$5,015,203

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

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Updated January 26, 2026

Anna M Heilmaier Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $475k (2024)

Expenses $382k (2024)

Total Assets $6.16M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$475k (2024)

Expenses

$382k (2024)

Total Assets

$6.16M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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

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2002

Fiscal Year Ending Dec.
2001