The James & Catherine Heitel Foundation
The James & Catherine Heitel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$29K
-4.3% YoY
Annual Giving
$5K
+14.5% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$675.25
-14.1% YoY
About The James & Catherine Heitel Foundation
Based on IRS filings
The James & Catherine Heitel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $29,423 | $30,757 | $31,267 |
| Revenue | $4,361 | $4,418 | $2,858 |
| Expenses | $5,695 | $4,928 | $2,704 |
| Qualifying Distributions | $5,402 | $4,718 | $2,600 |
| Net Investment Income | $4,313 | $4,218 | $2,764 |
| Distributable Amount | $3,194 | $2,681 | $2,485 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES HEITEL | PRESIDENT | 10 | — |
| CATHERINE HEITEL | VICE-PRESIDENT | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Louise E Senft
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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