William & Sandy Heitz Family Foundation
The William & Sandy Heitz Family Foundation is a private foundation based in Mequon, Wisconsin. It awarded 18 grants totaling $194,178 in filing year 2025, supporting organizations with purposes including cancer research, mental health, and general operating expenses.
Key facts about William & Sandy Heitz Family Foundation
In short: William & Sandy Heitz Family Foundation gave $194K across 18 grants in 2025 (avg $11K), top state Wisconsin. 22% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-1799844
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $194,178
- Grants made (2025)
- 18
- Average grant
- $10,788
- Median grant
- $5,000
- New grantees (estimate)
- 22% first-time grantees (4 of 18, 2025)
- Total assets
- $2,410,630
- Primary geography
- Wisconsin (38% of itemized 2025 grant dollars)
- How to apply
- The foundation states that it does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None stated.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.4M
-3.8% YoY
Annual Giving
$194K
-4.7% YoY
Grant Count
18
+50.0% YoY
Avg Grant Size
$11K
-36.5% YoY
Under IRS private-foundation payout rules, William & Sandy Heitz Family Foundation reported a distributable amount of $224K for 2025 — the minimum it must pay out in qualifying distributions.
Is William & Sandy Heitz Family Foundation open to new grantees?
22%
first-time grantees, 2025
In 2025, 4 of 18 grantees (22%) were first-time recipients. First grants averaged $2K; repeat grants $13K. How we count
Medians: $2K first-time, $9K repeat.
- 61% of 2025 grantees were also funded in 2024. Method
- Giving grew 28% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants included a $50,000 grant for cancer research and a $10,000 grant for mental health, as well as grants designated for general operating support.
The grantees’ own descriptions show the range of organizations supported. Samaritan’s Purse describes its work as providing spiritual and physical aid to people affected by war, poverty, disasters, disease, and famine. Wounded Warrior Project says it focuses on the well-being of post-9/11 veterans, active-duty service members, and their families. Other 2025 recipients include organizations whose stated missions address community service, crisis support for crime survivors, services for people with combined vision and hearing loss, and accessible audio and Braille materials.
Grantmaking
In filing year 2025, the foundation made 18 grants totaling $194,178. Grants ranged from $500 to $50,000, with a median grant of $5,000.
Among the largest grants were $50,000 to the Medical College of Wisconsin for cancer research; $25,000 each to Wounded Warrior Project, Stephen Siller Tunnel to Towers Foundation, and Samaritan’s Purse for general operating support; and $18,000 to The League Club for general operating support. Other listed grants included $10,105 to Make a Wish and $10,000 to the Charles E. Kubly Foundation for mental health.
Review Cycle
None stated.
How to Apply
The foundation states that it does not restrict giving to preselected organizations. The filing lists Stephanie Fleming as the contact and requests the organization’s purpose and the amount requested. It states that there are no restrictions on awards.
Ready to take the next step with William & Sandy Heitz Family Foundation?
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Wisconsin (38%), Florida (27%), New York (13%), North Carolina (13%), and South Carolina (6%).
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $71K (2020) to $204K (2024). In 2025 it made 18 grants totaling $194K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Medical College of Wisconsin ($50K). Together the top 10 received $181K.
Grant Size Distribution
92 grants across all recorded years
The most common grant size was under $50K: 89 grants of 92 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Medical College of Wisconsin Wauwatosa, WI | Cancer Research | $50,000 |
| Wounded Warrior Project Jacksonville, FL | General Operating | $25,000 |
| Stephen Siller Tunnel to Towers Fdn Staten Island, NY | General Operating | $25,000 |
| Samaritan's Purse Boone, NC | General Operating | $25,000 |
| The League Club Naples, FL | General Operating | $18,000 |
| Make a Wish Wauwatosa, WI | General Operating | $10,105 |
| Charles E Kubly Foundation Mequon, WI | Mental Health | $10,000 |
| Iptay Clemson University Clemson, SC | General Operating | $8,000 |
| Shelter for Abused Women Naples, FL | General Operating | $5,000 |
| Project Help Inc Naples, FL | General Operating | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $2,410,630 | $102,627 | $198,278 | $194,178 | 18 |
| 2024 | $2,507,112 | $93,657 | $216,489 | $203,756 | 12 |
| 2023 | $2,630,414 | $496,878 | $196,650 | $192,900 | 19 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,410,630 | $2,507,112 | $2,630,414 |
| Revenue | $102,627 | $93,657 | $496,878 |
| Expenses | $198,278 | $216,489 | $196,650 |
| Qualifying Distributions | $198,278 | $207,656 | $196,650 |
| Net Investment Income | $98,527 | $96,852 | $493,178 |
| Distributable Amount | $224,310 | $202,592 | $179,945 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 26, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sandra Heitz as president, Stephanie Fleming as treasurer, and Gregory Heitz as secretary.
William & Sandy Heitz Family Foundation is led by Sandra Heitz, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sandra Heitz
President
On filings since 2019
5 hrs/week
No compensation reported
Gregory Heitz
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Stephanie Fleming
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Stephanie Fleming
Mailing address: 10800 N Haddonstone Place, Mequon, WI 53092
Phone: (262) 377-3970
Frequently asked questions about William & Sandy Heitz Family Foundation
How much does William & Sandy Heitz Family Foundation give each year?
William & Sandy Heitz Family Foundation gave $194K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $204K across 12 grants.
What is William & Sandy Heitz Family Foundation's typical grant size?
William & Sandy Heitz Family Foundation's median grant in 2025 was $5,000, and its average grant was $10,788, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from William & Sandy Heitz Family Foundation that year got $2K on average.
Where does William & Sandy Heitz Family Foundation give grants?
William & Sandy Heitz Family Foundation's top state is Wisconsin, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (27%) and New York (13%). The most frequent recipient cities were Naples, FL (3 grants) and Wauwatosa, WI (2 grants).
Does William & Sandy Heitz Family Foundation give general operating support?
Yes: 83% of William & Sandy Heitz Family Foundation's 2025 grants with a stated purpose (15 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are William & Sandy Heitz Family Foundation's largest grantees?
William & Sandy Heitz Family Foundation's largest 2025 grantees include Medical College of Wisconsin ($50,000), Wounded Warrior Project ($25,000) and Stephen Siller Tunnel to Towers Fdn ($25,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is William & Sandy Heitz Family Foundation?
William & Sandy Heitz Family Foundation reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $198K in qualifying distributions that year, against a required minimum of $224K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does William & Sandy Heitz Family Foundation fund?
No foundation mission statement is provided. Its 2025 grants included a $50,000 grant for cancer research and a $10,000 grant for mental health, as well as grants designated for general operating support. See mission & focus areas ↑
How do I apply for a grant from William & Sandy Heitz Family Foundation?
The foundation states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is William & Sandy Heitz Family Foundation's EIN?
William & Sandy Heitz Family Foundation's EIN (Employer Identification Number) is 39-1799844. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching William & Sandy Heitz Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in William & Sandy Heitz Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Wisconsin
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofits working on regional needs such as education, housing, basic needs, health, arts and culture, and small business, with an emphasis on racial equity. Most 2024 grants were relatively modest (median $27,778), though amounts ranged from $5,017 to $4.56 million; its competitive cycles serve organizations in Milwaukee, Waukesha, Ozaukee and Washington counties. It accepts applications through competitive grant cycles held three times a year.
Assets
$1.1B
Grants
838
Total Given
$66.8M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Green Bay Packers Foundation
Green Bay, WI
The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.
Assets
$57.2M
Grants
530
Total Given
$3.6M
Evan & Marion Helfaer Foundation
Elm Grove, WI
The Evan & Marion Helfaer Foundation supports Wisconsin organizations across education, health, conservation, culture, and human services. In 2025, it made 94 grants ranging from $350 to $400,000, with a median grant of $1,500; it accepts requests using a written form and lists no deadlines.
Assets
$16.3M
Grants
94
Total Given
$1.0M
Anon Charitable Trust
Milwaukee, WI
The trust funds scientific, literary, educational, or religious purposes, with nearly all 2024 grants going to organizations in Wisconsin. Its 130 grants ranged from $1,000 to $125,000, with a median of $10,000. It accepts requests by letter describing the organization and project, with evidence of qualifying public-charity status.
Assets
$17.9M
Grants
130
Total Given
$2.0M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
Give Back Foundation
Madison, WI
Give Back Foundation distributes donor-designated contributions through workplace giving and other giving platforms to selected 501(c)(3) charities, rather than setting its own cause areas. In 2025, grants had a median of $9,066, with recipient organizations concentrated in Virginia, California, and Washington, D.C.; it does not accept unsolicited requests or work directly with charities.
Assets
$31.3M
Grants
639
Total Given
$40.1M
United Way of Greater Milwaukee & Waukesha County Inc
Milwaukee, WI
United Way of Greater Milwaukee & Waukesha County funds local human services and community programs focused on housing stability, digital access, employment, teen mental wellness, and community resilience. Its 2025 grants ranged from $5,000 to about $2 million, with a median of about $34,000, and most funding went to Wisconsin, especially its four-county region. It requires a Letter of Intent before a full application; the listed 2026–27 Letter of Intent deadline has passed.
Assets
$50.8M
Grants
639
Total Given
$42.7M
Community Foundation for the Fox Valley Region Inc
Appleton, WI
The Community Foundation for the Fox Valley Region funds public charities and public entities across areas including arts and culture, education, health, human services, community improvement, and the environment, with many grants focused on the Fox Valley. Its 2024 grants ranged from $5,073 to $5,841,877, with a median of $24,900; some funds accept applications through the grant portal, while others are donor-directed or invitation-only.
Assets
$536.6M
Grants
448
Total Given
$32.4M
Ab Nicholas Scholarship Foundation
Mequon, WI
The AB Nicholas Scholarship Foundation funds renewable, need-based college scholarships for Wisconsin high school seniors who played on or managed their school basketball team and plan to attend a University of Wisconsin System institution. Awards are typically $10,000 per year, renewable for up to four years; applications are submitted online during the stated February 1–April 30 application period.
Assets
$56.9M
Grants
445
Total Given
$3.5M
More Funders in Wisconsin
William & Sandy Heitz Family Foundation down — hundreds of funders to go?