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Nonprofit · EIN 13-3389060

BRUCE J HEIM FOUNDATION

Tax-exempt · METAIRIE, LA 70002

Financials

$275K$234K2024$262K$267K2025
Revenue Expenses · by fiscal year end
Financials of BRUCE J HEIM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$262,323$266,887-$4,564$2,451,680$375$2,451,305
December 31, 2024990-PF$274,617$234,295$40,322$2,456,504$635$2,455,869
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$24,710
Interest
$7,334
Net gain from sales of assets
$230,279

Expenses

Grants and similar amounts paid
$97,090
Compensation of officers, directors and key employees
$77,100
Disbursements for charitable purposes
$226,260
Excise tax on investment income
$3,140

Balance sheet and other

Total assets, start of year
$2,456,504
Total assets, end of year
$2,451,680
Total liabilities, end of year
$375
Net assets, end of year
$2,451,305
Fair market value of assets
$4,600,931
Qualifying distributions
$226,260
Net investment income
$262,323

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BARBARA H PAILET
3525 N CAUSEWAY BLVD STE 605, METAIRIE, LA 70002
TRUSTEE35$73,500
JAMES A CUNNINGHAM
2 GARRISON COURT, DURHAM, NC 27705
TRUSTEE1$1,200
SASHA PAILET KOFF
13 RUMSON ROAD, LIVINGSTON, NJ 07039
TRUSTEE1$1,200
CARRIE PAILET KANTER
215 W BROOKS STREET, NEW ORLEANS, LA 70124
TRUSTEE1$1,200
THOMAS C HUTTON ESQ
39 HOMESDALE ROAD, BRONXVILLE, NY 10708
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BARBARA H PAILET
3525 N CAUSEWAY BLVD STE 605, METAIRIE, LA 70002
TRUSTEE35$73,500
JAMES A CUNNINGHAM
2 GARRETSON COURT, DURHAM, NC 27705
TRUSTEE1$1,200
SASHA PAILET KOFF
13 RUMSON ROAD, LIVINGSTON, NJ 07039
TRUSTEE1$1,200
CARRIE PAILET KANTER
215 W BROOKS STREET, NEW ORLEANS, LA 70124
TRUSTEE1$1,200
THOMAS C HUTTON ESQ
39 HOMESDALE ROAD, BRONXVILLE, NY 10708
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3525 N CAUSEWAY BLVD STE 605, METAIRIE, LA 70002-3635
In care of
% THOMAS C HUTTON
Signed the 990-PF
BARBARA H PAILET, TRUSTEE
Phone
(504) 321-0040
Return prepared by
BOURGEOIS BENNETT LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3389060
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,451,680
Income (IRS master file)
$741,663

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$262,323$266,887$2,451,680IRS
990-PFDecember 2024$274,617$234,295$2,456,504IRS
990-PFDecember 2023$171,178$215,540$2,416,145IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFNovember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3389060).

Questions about BRUCE J HEIM FOUNDATION

What is the EIN of BRUCE J HEIM FOUNDATION?
The employer identification number (EIN) of BRUCE J HEIM FOUNDATION is 13-3389060.
Is BRUCE J HEIM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to BRUCE J HEIM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRUCE J HEIM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BRUCE J HEIM FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BRUCE J HEIM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BRUCE J HEIM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $73,500 (BARBARA H PAILET, TRUSTEE).
How much revenue does BRUCE J HEIM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,323, expenses of $266,887 and total assets of $2,451,680 at year end.

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