The James & Catherine Heitel Foundation
The James & Catherine Heitel Foundation is a private foundation, based in Whitefish, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $29K in total assets. In 2025, it awarded 8 grants totaling $5K. Net investment income was $4K.
The James & Catherine Heitel Foundation at a glance
In short: The James & Catherine Heitel Foundation gave $5K across 8 grants in 2025 (avg $675.25), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,402
- +14.5% vs 2024
- Grants made (2025)
- 8
- +33.3% vs 2024
- Average grant
- $675
- -14.1% vs 2024
- Median grant
- $425
- Total assets
- $29,423
- -4.3% vs 2024
- Primary geography
- Montana (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The James & Catherine Heitel Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Whitefish Community Foundation ($2K). Together the top 8 received $5K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The James & Catherine Heitel Foundation gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 169% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2023) to $5K (2025). In 2025 it made 8 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Whitefish Community Foundation Whitefish, MT | Funding | $1,600 |
| Logan Health Foundation Kalispell, MT | Funding | $1,600 |
| Mentorkids USA Scottsdale, AZ | Funding | $1,000 |
| Lewis & Clark Humane Society Helena, MT | Funding | $500 |
| Knights of Columbus Helena, MT | Funding | $350 |
| Flathead Shelter Friends Kalispell, MT | Funding | $200 |
| Hillsdale College Hillsdale, MI | Funding | $100 |
| Independent Medical Alliance Madison, WI | Funding | $52 |
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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 | $29,423 | $4,361 | $5,695 | $5,402 | 8 | $5,402 | $4,313 | $3,194 |
| 2024 | $30,757 | $4,418 | $4,928 | $4,718 | 6 | $4,718 | $4,218 | $2,681 |
| 2023 | $31,267 | $2,858 | $2,704 | $2,600 | 6 | $2,600 | $2,764 | $2,485 |
| 2022 | $31,113 | $3,144 | $4,999 | $4,935 | 8 | $4,935 | $3,144 | $2,649 |
| 2021 | $32,968 | $3,870 | $3,575 | $3,229 | 13 | — | $3,870 | $2,446 |
| 2020 | $32,673 | $1,498 | $3,539 | $2,718 | 13 | — | $1,498 | $2,412 |
Under IRS private-foundation payout rules, The James & Catherine Heitel Foundation reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The James & Catherine Heitel Foundation is led by James Heitel, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Heitel
President
On filings since 2020
10 hrs/week
No compensation reported
Catherine Heitel
Vice President
On filings since 2020
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The James & Catherine Heitel Foundation
How much does The James & Catherine Heitel Foundation give each year?
The James & Catherine Heitel Foundation gave $5K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 6 grants.
What is The James & Catherine Heitel Foundation's typical grant size?
The James & Catherine Heitel Foundation's median grant in 2025 was $425, and its average grant was $675, across 8 grants on its 2025 IRS Form 990-PF.
Where does The James & Catherine Heitel Foundation give grants?
The James & Catherine Heitel Foundation gives mostly in Montana: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arizona (19%). The most frequent recipient cities were Kalispell, MT (2 grants) and Helena, MT (2 grants).
Does The James & Catherine Heitel Foundation give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on The James & Catherine Heitel Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Funding" (8 grants).
Who are The James & Catherine Heitel Foundation's largest grantees?
The James & Catherine Heitel Foundation's largest 2025 grantees include Whitefish Community Foundation ($1,600), Logan Health Foundation ($1,600) and Mentorkids USA ($1,000), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is The James & Catherine Heitel Foundation?
The James & Catherine Heitel Foundation reported $29K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).
What is The James & Catherine Heitel Foundation's EIN?
The James & Catherine Heitel Foundation's EIN (Employer Identification Number) is 26-1598669. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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