Norman R Heintz Charitable Trust

APPLETON, WI EIN: 27-6684864

Norman R Heintz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $568K in total assets. In 2024, it awarded 6 grants totaling $42K. Net investment income was $36K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$568K

-1.0% YoY

Annual Giving

$42K

-7.1% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$7K

-7.1% YoY

Under IRS private-foundation payout rules, Norman R Heintz Charitable Trust reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About Norman R Heintz Charitable Trust

Based on IRS filings

Norman R Heintz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $568K in total assets. In 2024, it awarded 6 grants totaling $42K. Net investment income was $36K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

Agoura HillsChicagoNashvilleSt LouisWatertownYucaipa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$42K$63K$84K201920202021202220232024
Metric202420232022
Total Assets$568,395$573,973$595,272
Revenue$48,975$35,609$29,101
Expenses$54,553$56,908$65,452
Qualifying Distributions$41,640$44,820$50,810
Net Investment Income$36,062$23,521$15,926
Distributable Amount$34,496$32,290$34,888

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$51K6 grants20196 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

ABLELIGHT INC (FEIN 39-0…$7KGIDEONS INTERNATIONAL (F…$7KJONI AND FRIENDS (FEIN 9…$7KLUTHERAN BRAILLE WORKERS…$7KLUTHERAN HOUR MINISTRIES…$7KPACIFIC GARDEN MISSION (…$7K

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ablelight Inc (fein 39-0806446) ($6,940), Gideons International (fein 36-2270051) ($6,940), Joni and Friends (fein 95-3402002) ($6,940).

RecipientPurposeAmount
ABLELIGHT INC (FEIN 39-0806446) WATERTOWN, WIRELIGIOUS SUPPORT$6,940
GIDEONS INTERNATIONAL (FEIN 36-2270051) NASHVILLE, TNRELIGIOUS SUPPORT$6,940
JONI AND FRIENDS (FEIN 95-3402002) AGOURA HILLS, CARELIGIOUS SUPPORT$6,940
LUTHERAN BRAILLE WORKERS INC (FEIN 95-6048152) YUCAIPA, CARELIGIOUS SUPPORT$6,940
LUTHERAN HOUR MINISTRIES (LUTHERAN LAYMENS LEAGUE FEIN 43-0653365) ST LOUIS, MORELIGIOUS SUPPORT$6,940
PACIFIC GARDEN MISSION (FEIN 36-2445391) CHICAGO, ILRELIGIOUS SUPPORT$6,940

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

THRIVENT TRUST COMPANYTRUSTEE$11K

From 2024 filing

NameTitleHoursCompensation
THRIVENT TRUST COMPANYTRUSTEE5$11,201

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Norman R Heintz Charitable Trust?

Norman R Heintz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. It holds $568K in total assets as of 2024.

How large is Norman R Heintz Charitable Trust?

As of 2024, Norman R Heintz Charitable Trust holds $568K in total assets with $49K in annual revenue. It awarded 6 grants totaling $42K in 2024.

Where does Norman R Heintz Charitable Trust operate?

Norman R Heintz Charitable Trust has awarded grants in California, Illinois, Missouri, Tennessee, Wisconsin.

What size grants does Norman R Heintz Charitable Trust award?

In 2024, Norman R Heintz Charitable Trust awarded 6 grants totaling $42K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Norman R Heintz Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Norman R Heintz Charitable Trust reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Norman R Heintz Charitable Trust's EIN?

Norman R Heintz Charitable Trust's EIN (Employer Identification Number) is 27-6684864. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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