William & Sandy Heitz Family Foundation

Private foundation · Grantmaker Mequon, WI EIN: 39-1799844

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.

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.

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.

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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

10states

Share of 2025 grant dollars across all 18 itemized grants.

Cities

MilwaukeeWauwatosaNaplesGreenvilleClemsonJacksonvilleMequonNashvilleStaten IslandWest AllisBala CynwydDallasGraftonNew BerlinBooneBrookfieldMenomonee FallsBeaver DamColumbusIndianapolis

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K23 grants2019 15 grants2020 19 grants2021 24 grants2022 19 grants2023 12 grants2024 18 grants2025

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

Medical College of Wisconsin: $50KMedical College of Wisconsin$50KWounded Warrior Project: $25KWounded Warrior Project$25KStephen Siller Tunnel to Towers Fdn: $25KStephen Siller Tunnel toTowers Fdn$25KSamaritan's Purse: $25KSamaritan's Purse$25KThe League Club: $18KThe League Club$18KMake a Wish: $10KMake a Wish$10KCharles E Kubly Foundation: $10KCharles E Kubly Foundation$10KIptay Clemson University: $8KIptay Clemson University$8KShelter for Abused Women: $5KShelter for Abused Women$5KProject Help Inc: $5KProject Help Inc$5K

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

89<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 89 grants of 92 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Medical College of Wisconsin Wauwatosa, WICancer Research$50,000
Wounded Warrior Project Jacksonville, FLGeneral Operating$25,000
Stephen Siller Tunnel to Towers Fdn Staten Island, NYGeneral Operating$25,000
Samaritan's Purse Boone, NCGeneral Operating$25,000
The League Club Naples, FLGeneral Operating$18,000
Make a Wish Wauwatosa, WIGeneral Operating$10,105
Charles E Kubly Foundation Mequon, WIMental Health$10,000
Iptay Clemson University Clemson, SCGeneral Operating$8,000
Shelter for Abused Women Naples, FLGeneral Operating$5,000
Project Help Inc Naples, FLGeneral 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 20, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 28, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 17, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 13, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 26, 2026)
  8. 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.

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