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
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.
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
Among its reported 2025 grants, the largest include Whitefish Community Foundation ($1,600), Logan Health Foundation ($1,600), Mentorkids Usa ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WHITEFISH COMMUNITY FOUNDATION WHITEFISH, MT | FUNDING | $1,600 |
| LOGAN HEALTH FOUNDATION KALISPELL, MT | FUNDING | $1,600 |
| LEWIS & CLARK HUMANE SOCIETY HELENA, MT | FUNDING | $500 |
| FLATHEAD SHELTER FRIENDS KALISPELL, MT | FUNDING | $200 |
| MENTORKIDS USA SCOTTSDALE, AZ | FUNDING | $1,000 |
| HILLSDALE COLLEGE HILLSDALE, MI | FUNDING | $100 |
| KNIGHTS OF COLUMBUS HELENA, MT | FUNDING | $350 |
| INDEPENDENT MEDICAL ALLIANCE MADISON, WI | FUNDING | $52 |
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
Frequently Asked Questions
What is The James & Catherine Heitel Foundation?
The James & Catherine Heitel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEFISH, MT. It holds $29K in total assets as of 2025.
How large is The James & Catherine Heitel Foundation?
As of 2025, The James & Catherine Heitel Foundation holds $29K in total assets with $4K in annual revenue. It awarded 8 grants totaling $5K in 2025.
Where does The James & Catherine Heitel Foundation operate?
The James & Catherine Heitel Foundation has awarded grants in Arizona, Maine, Michigan, Minnesota, Montana, North Carolina, Pennsylvania, Texas, Wisconsin.
What size grants does The James & Catherine Heitel Foundation award?
In 2025, The James & Catherine Heitel Foundation awarded 8 grants totaling $5K — an average of about $675.25 per grant, based on its IRS Form 990 filings.
How much is The James & Catherine Heitel Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The James & Catherine Heitel Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Browse active grant opportunities in The James & Catherine Heitel Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.