William & Sandy Heitz Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like William & Sandy Heitz Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 39-1799844

Foundation Overview

Based in Mequon, WI, William & Sandy Heitz Family Foundation has awarded 197 grants totaling $1,672,396 to organizations in South Carolina, Wisconsin and 8 other states across the US. Individual grants range from $50 to $75,000, with a median award of $2,500.

Latest Tax Year
2025
Total Giving (all years)
$1,672,396
Total Assets
$4,891,264
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
18
Median Grant
$5,000
% Median Grant Decline
-60% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 22%

4 of 18 recipients (22%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Wisconsin

58% of grants are awarded in Wisconsin, with additional funding distributed across 9 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Milwaukee (50%), Wauwatosa (17%), Mequon (10%).

Funding Trajectory
+7%

Stable funding levels with 7% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Healthcare + 3 others

Diversified giving across multiple program areas with primary emphasis on healthcare (32%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into William & Sandy Heitz Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Iptay Clemson University $8,000 Clemson, SC, US General Operating 2025
Charles E Kubly Foundation $10,000 Mequon, WI, US Mental Health 2025
Greenville Zoo $2,010 Greenville, SC, US General Operating 2025
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2025
Audio Braille Literacy Enhancement $1,500 Milwaukee, WI, US Increase Literacy Access To The Blind 2025
Medical College Of Wisconsin $50,000 Wauwatosa, WI, US Cancer Research 2025
Tennessee Performing Arts Center $3,000 Nashville, TN, US General Operating 2025
Make A Wish $10,105 Wauwatosa, WI, US General Operating 2025
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2025
Wounded Warrior Project $25,000 Jacksonville, FL, US General Operating 2025
Stephen Siller Tunnel To Towers Fdn $25,000 Staten Island, NY, US General Operating 2025
American Heart Association $1,029 Dallas, TX, US General Operating 2025
Samaritan's Purse $25,000 Boone, NC, US General Operating 2025
The League Club $18,000 Naples, FL, US General Operating 2025
Alpha Chi Omega Foundation $1,034 Indianapolis, IN, US General Operating 2025
Big Brothers Big Sisters Of Central $500 Columbus, OH, US General Operating 2025
Project Help Inc $5,000 Naples, FL, US General Operating 2025
St Mary Magdalene Catholic Church $2,000 Simpsonville, SC, US General Operating 2025
Iptay Clemson University $8,500 Clemson, SC, US General Operating 2024
Charles E Kubly Foundation $10,000 Mequon, WI, US Mental Health 2024
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2024
Medical College Of Wisconsin $75,000 Wauwatosa, WI, US Cancer Research 2024
Tennessee Performing Arts Center $3,000 Nashville, TN, US General Operating 2024
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2024
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2024
Wounded Warrior Project $25,000 Jacksonville, FL, US General Operating 2024
Stephen Siller Tunnel To Towers Fdn $25,000 Staten Island, NY, US General Operating 2024
South Carolina Charities Inc $256 Greenville, SC, US General Operating 2024
Samaritan's Purse $20,000 Boone, NC, US General Operating 2024
The League Club $15,000 Naples, FL, US General Operating 2024
Iptay Clemson University $8,500 Clemson, SC, US General Operating 2024
Charles E Kubly Foundation $10,000 Mequon, WI, US Mental Health 2024
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2024
Medical College Of Wisconsin $75,000 Wauwatosa, WI, US Cancer Research 2024
Tennessee Performing Arts Center $3,000 Nashville, TN, US General Operating 2024
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2024
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2024
Wounded Warrior Project $25,000 Jacksonville, FL, US General Operating 2024
Stephen Siller Tunnel To Towers Fdn $25,000 Staten Island, NY, US General Operating 2024
South Carolina Charities Inc $256 Greenville, SC, US General Operating 2024
Samaritan's Purse $20,000 Boone, NC, US General Operating 2024
The League Club $15,000 Naples, FL, US General Operating 2024
Charles E Kubly Foundation $10,000 Mequon, WI, US Mental Health 2023
Greenville Zoo $2,000 Greenville, SC, US General Operating 2023
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2023
Audio Braille Literacy Enhancement $2,500 Milwaukee, WI, US Increase Literacy Access To The Blind 2023
Versiti Blood Center Of Wisconsin $1,000 Milwaukee, WI, US General Operating 2023
Ronald Mcdonald House Charities $3,000 Milwaukee, WI, US General Operating 2023
Medical College Of Wisconsin $75,000 Wauwatosa, WI, US Cancer Research 2023
Feeding America Eastern Wisconsin $5,000 Milwaukee, WI, US General Operating 2023
Wisconsin Ovarian Cancer Alliance $2,000 New Berlin, WI, US Fund Totes And Educational Material 2023
Tennessee Performing Arts Center $3,000 Nashville, TN, US General Operating 2023
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2023
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2023
Wounded Warrior Project $27,500 Jacksonville, FL, US General Operating 2023
Alex's Lemonade Stand Foundation $2,000 Bala Cynwyd, PA, US Fund Childhood Cancer Research 2023
Hunger Task Force $5,000 Milwaukee, WI, US General Operating 2023
Stephen Siller Tunnel To Towers Fdn $30,000 Staten Island, NY, US General Operating 2023
This Time Tomorrow $500 Menomonee Falls, WI, US General Operating 2023
Literacy Services Of Wisconsin $2,000 Milwaukee, WI, US Literacy Services 2023
Royal Palm Academy $400 Naples, FL, US General Operating 2023
Charles E Kubly Foundation $10,000 Mequon, WI, US Mental Health 2023
Greenville Zoo $2,000 Greenville, SC, US General Operating 2023
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2023
Audio Braille Literacy Enhancement $2,500 Milwaukee, WI, US Increase Literacy Access To The Blind 2023
Versiti Blood Center Of Wisconsin $1,000 Milwaukee, WI, US General Operating 2023
Ronald Mcdonald House Charities $3,000 Milwaukee, WI, US General Operating 2023
Medical College Of Wisconsin $75,000 Wauwatosa, WI, US Cancer Research 2023
Feeding America Eastern Wisconsin $5,000 Milwaukee, WI, US General Operating 2023
Wisconsin Ovarian Cancer Alliance $2,000 New Berlin, WI, US Fund Totes And Educational Material 2023
Tennessee Performing Arts Center $3,000 Nashville, TN, US General Operating 2023
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2023
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2023
Wounded Warrior Project $27,500 Jacksonville, FL, US General Operating 2023
Alex's Lemonade Stand Foundation $2,000 Bala Cynwyd, PA, US Fund Childhood Cancer Research 2023
Hunger Task Force $5,000 Milwaukee, WI, US General Operating 2023
Stephen Siller Tunnel To Towers Fdn $30,000 Staten Island, NY, US General Operating 2023
This Time Tomorrow $500 Menomonee Falls, WI, US General Operating 2023
Literacy Services Of Wisconsin $2,000 Milwaukee, WI, US Literacy Services 2023
Royal Palm Academy $400 Naples, FL, US General Operating 2023
Iptay Clemson University $11,975 Clemson, SC, US General Operating 2022
Charles E Kubly Foundation $5,000 Mequon, WI, US Mental Health 2022
Greenville Zoo $3,162 Greenville, SC, US General Operating 2022
Center For Deaf-blind Persons $2,500 West Allis, WI, US General Operating 2022
Autism Society $2,000 Wauwatosa, WI, US General Operating 2022
Milwaukee Center For Independence $2,000 Milwaukee, WI, US Meals For Hungry Children 2022
Audio Braille Literacy Enhancement $2,000 Milwaukee, WI, US Increase Literacy Access To The Blind 2022
Ronald Mcdonald House Charities $3,000 Milwaukee, WI, US General Operating 2022
Medical College Of Wisconsin $25,000 Wauwatosa, WI, US Cancer Research 2022
Feeding America Eastern Wisconsin $5,000 Milwaukee, WI, US General Operating 2022
Wisconsin Ovarian Cancer Alliance $2,000 New Berlin, WI, US General Operating 2022
Tennessee Performing Arts Center $1,500 Nashville, TN, US General Operating 2022
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2022
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2022
Wounded Warrior Project $25,000 Jacksonville, FL, US General Operating 2022
Alex's Lemonade Stand Foundation $2,000 Bala Cynwyd, PA, US Fund Childhood Cancer Research 2022
Hunger Task Force $5,000 Milwaukee, WI, US General Operating 2022
Stephen Siller Tunnel To Towers Fdn $25,000 Staten Island, NY, US General Operating 2022
South Carolina Charities Inc $1,026 Greenville, SC, US General Operating 2022
American Heart Association $2,000 Dallas, TX, US General Operating 2022
Operation Dream Inc $1,000 Milwaukee, WI, US Programs For Young Men And Families 2022
This Time Tomorrow $2,000 Menomonee Falls, WI, US General Operating 2022
Big Brothers Big Sisters Of Ozaukee $2,000 Grafton, WI, US General Operating 2022
Literacy Services Of Wisconsin $2,000 Milwaukee, WI, US Literacy Services 2022
Iptay Clemson University $11,975 Clemson, SC, US General Operating 2022
Charles E Kubly Foundation $5,000 Mequon, WI, US Mental Health 2022
Greenville Zoo $3,162 Greenville, SC, US General Operating 2022
Center For Deaf-blind Persons $2,500 West Allis, WI, US General Operating 2022
Autism Society $2,000 Wauwatosa, WI, US General Operating 2022
Milwaukee Center For Independence $2,000 Milwaukee, WI, US Meals For Hungry Children 2022
Audio Braille Literacy Enhancement $2,000 Milwaukee, WI, US Increase Literacy Access To The Blind 2022
Ronald Mcdonald House Charities $3,000 Milwaukee, WI, US General Operating 2022
Medical College Of Wisconsin $25,000 Wauwatosa, WI, US Cancer Research 2022
Feeding America Eastern Wisconsin $5,000 Milwaukee, WI, US General Operating 2022
Wisconsin Ovarian Cancer Alliance $2,000 New Berlin, WI, US General Operating 2022
Tennessee Performing Arts Center $1,500 Nashville, TN, US General Operating 2022
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2022
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2022
Wounded Warrior Project $25,000 Jacksonville, FL, US General Operating 2022
Alex's Lemonade Stand Foundation $2,000 Bala Cynwyd, PA, US Fund Childhood Cancer Research 2022
Hunger Task Force $5,000 Milwaukee, WI, US General Operating 2022
Stephen Siller Tunnel To Towers Fdn $25,000 Staten Island, NY, US General Operating 2022
South Carolina Charities Inc $1,026 Greenville, SC, US General Operating 2022
American Heart Association $2,000 Dallas, TX, US General Operating 2022
Operation Dream Inc $1,000 Milwaukee, WI, US Programs For Young Men And Families 2022
This Time Tomorrow $2,000 Menomonee Falls, WI, US General Operating 2022
Big Brothers Big Sisters Of Ozaukee $2,000 Grafton, WI, US General Operating 2022
Literacy Services Of Wisconsin $2,000 Milwaukee, WI, US Literacy Services 2022
Iptay Clemson University $3,975 Clemson, SC, US General Operating 2021
Charles E Kubly Foundation $10,000 Mequon, WI, US General Operating 2021
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2021
Audio Braille Literacy Enhancement $2,000 Milwaukee, WI, US General Operating 2021
Ronald Mcdonald House Charities $2,000 Milwaukee, WI, US General Operating 2021
Medical College Of Wisconsin $25,000 Wauwatosa, WI, US Cancer Research 2021
Bay Colony Comm Assoc Scholarship F $1,000 Naples, FL, US General Operating 2021
Feeding America Eastern Wisconsin $2,000 Milwaukee, WI, US General Operating 2021
La Causa Inc $2,000 Milwaukee, WI, US General Operating 2021
Tennessee Performing Arts Center $1,500 Nashville, TN, US General Operating 2021
Make A Wish $15,000 Wauwatosa, WI, US General Operating 2021
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2021
Wounded Warrior Project $25,000 Jacksonville, FL, US General Operating 2021
Alex's Lemonade Stand Foundation $2,000 Bala Cynwyd, PA, US General Operating 2021
Hunger Task Force $2,000 Milwaukee, WI, US General Operating 2021
Stephen Siller Tunnel To Towers Fdn $25,000 Staten Island, NY, US General Operating 2021
South Carolina Charities Inc $948 Greenville, SC, US General Operating 2021
American Heart Association $515 Dallas, TX, US General Operating 2021
Operation Dream Inc $2,000 Milwaukee, WI, US General Operating 2021
Iptay Clemson University $1,970 Clemson, SC, US General Operating 2020
Charles E Kubly Foundation $5,000 Mequon, WI, US General Operating 2020
Center For Deaf-blind Persons $2,000 West Allis, WI, US General Operating 2020
Medical College Of Wisconsin $25,000 Wauwatosa, WI, US Cancer Research 2020
Bay Colony Comm Assoc Scholarship F $1,000 Naples, FL, US General Operating 2020
Make A Wish $10,000 Wauwatosa, WI, US General Operating 2020
Shelter For Abused Women $5,000 Naples, FL, US General Operating 2020
Wounded Warrior Project $5,000 Jacksonville, FL, US General Operating 2020
Childrens Hospital Donor Services $1,000 Milwaukee, WI, US General Operating 2020
Alex's Lemonade Stand Foundation $2,000 Bala Cynwyd, PA, US General Operating 2020
Wisconsin Parkinson Association $1,000 Brookfield, WI, US General Operating 2020
Hunger Task Force $2,000 Milwaukee, WI, US General Operating 2020
Stephen Siller Tunnel To Towers Fdn $5,000 Staten Island, NY, US General Operating 2020
Cope Hotline $2,000 Grafton, WI, US General Operating 2020
Aurora Healthcare Foundation $2,700 Saukville, WI, US General Operating 2020
Shelter For Abused Women $5,000 Naples, FL, US General Fund 2017
Junior League Of Greenville $1,270 Greenville, SC, US General Fund 2017
Childrens Miracle Network $1,000 Milwaukee, WI, US General Fund 2017
American Cancer Society $216 Waukesha, WI, US General Fund 2017
Kommen Walk For The Cure $3,500 Dallas, TX, US General Fund 2017
Alzheimers Association $50 Milwaukee, WI, US Genreal Fund 2017
Light The Night Luekemia Society $50 Brookfield, WI, US General Fund 2017
Muscular Dystrophy Association $10,000 Brookfield, WI, US General Fund 2017
Make A Wish Foundation $15,000 Butler, WI, US General Fund 2017
Center For Deaf And Blind $2,500 Milwaukee, WI, US General Fund 2017
St Francis Childrens Center $2,500 Milwaukee, WI, US Educational Fundd 2017
Gathering On The Green $1,500 Mequon, WI, US General Fund 2017
Clemson Universityiptay $3,000 Clemson, SC, US General Fund 2017
Bay Colony Scholarship Fund $1,000 Naples, FL, US General Fund 2017
Ronald Mcdonald House $5,000 Milwaukee, WI, US General Fund 2017
Eisenhower Center $1,000 Milwaukee, WI, US General Fund 2017
Wisconsin Badger Camp $2,000 Platteville, WI, US Education Fund 2017
Audio And Braille Literacy $2,000 Milwaukee, WI, US General Fund 2017
Lumen Christi $1,000 Mequon, WI, US General Fund 2017
Fox Point Lutheran $2,500 Milwaukee, WI, US General Fund 2017
Blood Center Of Wisconsin $1,000 Milwaukee, WI, US General Fund 2017
Wounded Warrior Project $5,000 Jacksonville, FL, US General Fund 2017
Feeding America East Wisconsin $2,500 Milwaukee, WI, US General Fund 2017
Medical College Of Wisconsin $75,000 Milwaukee, WI, US Cancer Research 2017
Vision Forward $1,500 Milwaukee, WI, US General Fund 2017
La Causa $2,500 Milwaukee, WI, US General Fund 2017
Charles E Kubly Foundation $5,000 Milwaukee, WI, US General Fund 2017
American Red Cross $10,000 Milwaukee, WI, US General Fund 2017
St Coletta Of Wisconsin $1,000 Milwaukee, WI, US General Fund 2017
Operation Dream $1,000 Milwaukee, WI, US General Fund 2017
Schlitz Audubon Center $1,000 Milwaukee, WI, US Education Fund 2017
Prevent Blindness $1,000 Milwaukee, WI, US General Fund 2017
Easter Seals Of Wisconsin $2,000 Milwaukee, WI, US General Fund 2017
Milwaukee Center For Independence $1,500 Milwaukee, WI, US General Fund 2017
Columbia St Marys Foundation $10,886 Milwaukee, WI, US Cancer Fund 2017

Foundations Similar to William & Sandy Heitz Family Foundation

Discover 5 foundations with comparable assets ($4,798,194-$4,971,410), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 39-1818780 | 44 grants awarded
$4,893,545
(≈ Similar)
$2,500
median grant
Whitefish Bay, WI
Same state
100%
Excellent match

EIN: 94-2473421 | 302 grants awarded
$4,855,599
(≈ Similar)
$5,000
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 26-1626521 | 119 grants awarded
$4,815,691
(≈ Similar)
$1,500
median grant
La Crosse, WI
Same state
99%
Excellent match

EIN: 27-3459246 | 286 grants awarded
$4,971,410
(≈ Similar)
$5,000
median grant
Milwaukee, WI
Same state
99%
Excellent match

EIN: 95-6464737 | 636 grants awarded
$4,798,194
(≈ Similar)
$2,540
median grant
Milwaukee, WI
Same state
99%
Excellent match

Contact Information

Official contact details for William & Sandy Heitz Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 39-1799844
Website N/A
Address 10800 N HADDONSTONE PL Mequon, WI 53092-5877

Key People (3)

Board members, trustees, and key staff who oversee William & Sandy Heitz Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Sandra Heitz
Treasurer Stephanie Fleming
Secretary Gregory Heitz

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for William & Sandy Heitz Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.