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.
William & Sandy Heitz Family Foundation at a glance
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.
- Annual giving (2025)
- $194,178
- -4.7% vs 2024
- Grants made (2025)
- 18
- +50.0% vs 2024
- Average grant
- $10,788
- -36.5% vs 2024
- Median grant
- $5,000
- Total assets
- $2,410,630
- -3.8% vs 2024
- New grantees (estimate)
- 22% first-time grantees (4 of 18, 2025; small sample)
- Primary geography
- Wisconsin (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William & Sandy Heitz Family Foundation
- 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.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Stephanie Fleming
Mailing address: 10800 N Haddonstone Place, Mequon, WI 53092
Phone: (262) 377-3970
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William & Sandy Heitz Family Foundation funds
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%).
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
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. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. 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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,410,630 | $102,627 | $198,278 | $194,178 | 18 | $198,278 | $98,527 | $224,310 |
| 2024 | $2,507,112 | $93,657 | $216,489 | $203,756 | 12 | $207,656 | $96,852 | $202,592 |
| 2023 | $2,630,414 | $496,878 | $196,650 | $192,900 | 19 | $196,650 | $493,178 | $179,945 |
| 2022 | $2,330,773 | $145,634 | $165,880 | $152,163 | 24 | $155,540 | $142,284 | $190,774 |
| 2021 | $2,351,057 | $512,279 | $128,938 | $128,938 | 19 | $128,938 | $512,279 | $186,012 |
| 2020 | $1,967,749 | $87,724 | $81,455 | $70,670 | 15 | — | $87,724 | $159,699 |
| 2019 | $1,962,133 | $244,849 | $137,329 | $134,037 | 23 | — | $244,510 | $135,711 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
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
Live grants for the work William & Sandy Heitz Family Foundation funds
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Cite this profile
Grantable. (2026). William & Sandy Heitz Family Foundation funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/william-and-sandy-heitz-family-foundation-morg_8107b06c5ad948a5b6346cf00dc7c306
BibTeX
@misc{grantable_391799844_2026,
author = {{Grantable}},
title = {{William \& Sandy Heitz Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-and-sandy-heitz-family-foundation-morg_8107b06c5ad948a5b6346cf00dc7c306},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William & Sandy Heitz Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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