Bruce J Heim Foundation

Metairie, LA
Tax-exempt since Aug. 1988
EIN: 13-3389060

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$275k (2024)

Expenses

$234k (2024)

Total Assets

$2.46M (2024)

Total Liabilities

$635 (2024)

Years with missing data

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$274,617

Expenses

$234,295

Net Income

$40,322

Net Assets

$2,455,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,785	2.5%
Dividends	$27,072	9.9%
Sales of Assets	$240,760	87.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,264	85.0%
Compensation of Officers*	$77,100	32.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,456,504
Total Liabilities	$635
Net Assets	$2,455,869

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$73,500	$0
James A Cunningham (Trustee)	$1,200	$0
Sasha Pailet Koff (Trustee)	$1,200	$0
Carrie Pailet Kanter (Trustee)	$1,200	$0
Thomas C Hutton Esq (Trustee)	$0	$0

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990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$171,178

Expenses

$215,540

Net Income

-$44,362

Net Assets

$2,415,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200	0.1%
Interest Revenue	$8,488	5.0%
Dividends	$25,521	14.9%
Sales of Assets	$136,791	79.9%
Other Income	$178	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,401	85.6%
Compensation of Officers*	$73,600	34.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,416,145
Total Liabilities	$598
Net Assets	$2,415,547

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$70,000	$0
James A Cunningham (Trustee)	$1,200	$0
Sasha Pailet Koff (Trustee)	$1,200	$0
Carrie Pailet Kanter (Trustee)	$1,200	$0
Thomas C Hutton Esq (Trustee)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$369,228

Expenses

$225,070

Net Income

$144,158

Net Assets

$2,517,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,636	0.4%
Dividends	$15,269	4.1%
Sales of Assets	$352,123	95.4%
Other Income	$200	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,772	85.6%
Compensation of Officers*	$73,600	32.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,517,659
Total Liabilities	$598
Net Assets	$2,517,061

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$70,000	$0
James A Cunningham (Trustee)	$1,200	$0
Sasha Pailet Koff (Trustee)	$1,200	$0
Carrie Pailet Kanter (Trustee)	$1,200	$0
Thomas C Hutton Esq (Trustee)	$0	$0

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990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$411,509

Expenses

$310,116

Net Income

$101,393

Net Assets

$2,319,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$10,518	2.6%
Sales of Assets	$400,951	97.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$278,298	89.7%
Compensation of Officers*	$70,050	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,320,289
Total Liabilities	$659
Net Assets	$2,319,630

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$66,450	$0
James A Cunningham (Trustee)	$1,200	$0
Sasha Pailet Koff (Trustee)	$1,200	$0
Carrie Pailet Kanter (Trustee)	$1,200	$0
Thomas C Hutton Esq (Trustee)	$0	$0

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990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$5,331

Expenses

$17,524

Net Income

-$12,193

Net Assets

$2,218,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.1%
Dividends	$5,327	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,759	89.9%
Compensation of Officers*	$5,538	31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,218,887
Total Liabilities	$650
Net Assets	$2,218,237

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$5,538	$0
Thomas C Hutton Esq (Trustee)	$0	$0
James A Cunningham (Trustee)	$0	$0
Sasha Pailet Koff (Trustee)	$0	$0
Carrie Pailet Kanter (Trustee)	$0	$0

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990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$176,841

Expenses

$184,376

Net Income

-$7,535

Net Assets

$2,230,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,253	2.4%
Dividends	$13,592	7.7%
Sales of Assets	$158,996	89.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,213	86.4%
Compensation of Officers*	$69,000	37.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,230,860
Total Liabilities	$430
Net Assets	$2,230,430

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$65,400	$0
James A Cunningham (Trustee)	$1,200	$0
Sasha Pailet Koff (Trustee)	$1,200	$0
Carrie Pailet Kanter (Trustee)	$1,200	$0
Thomas C Hutton Esq (Trustee)	$0	$0

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990-PF

Filed on April 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$186,326

Expenses

$200,205

Net Income

-$13,879

Net Assets

$2,237,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,632	5.2%
Dividends	$15,716	8.4%
Sales of Assets	$160,978	86.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,698	87.8%
Compensation of Officers*	$66,000	33.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,238,367
Total Liabilities	$402
Net Assets	$2,237,965

Compensation

Key Employees and Officers	Compensation	Other
Barbara H Pailet (Trustee)	$62,400	$0
James A Cunningham (Trustee)	$1,200	$0
Sasha Pailet Koff (Trustee)	$1,200	$0
Carrie Pailet Kanter (Trustee)	$1,200	$0
Thomas C Hutton Esq (Trustee)	$0	$0

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990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$24,812

Expenses

$154,617

Net Income

-$129,805

Net Assets

$2,582,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,473	34.1%
Dividends	$16,148	65.1%
Sales of Assets	$0
Other Income	$191	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,920	89.2%
Compensation of Officers*	$63,600	41.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,582,439
Total Liabilities	$307
Net Assets	$2,582,132

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Revenue

$22,972

Expenses

$155,041

Net Income

-$132,069

Net Assets

$2,783,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,804	34.0%
Dividends	$14,961	65.1%
Sales of Assets	$0
Other Income	$207	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,171	89.8%
Compensation of Officers*	$61,600	39.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,783,875
Total Liabilities	$338
Net Assets	$2,783,537

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$42,671

Expenses

$150,900

Net Income

-$108,229

Net Assets

$2,868,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,054	44.7%
Dividends	$18,686	43.8%
Sales of Assets	$0
Other Income	$4,931	11.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,105	89.5%
Compensation of Officers*	$61,600	40.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,868,742
Total Liabilities	$343
Net Assets	$2,868,399

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$42,275

Expenses

$143,539

Net Income

-$101,264

Net Assets

$2,592,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,431	62.5%
Dividends	$15,794	37.4%
Sales of Assets	$0
Other Income	$50	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,959	87.8%
Compensation of Officers*	$58,600	40.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,593,209
Total Liabilities	$320
Net Assets	$2,592,889

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$90,678

Expenses

$139,956

Net Income

-$49,278

Net Assets

$2,515,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,679	37.1%
Dividends	$14,368	15.8%
Sales of Assets	$0
Other Income	$42,631	47.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,727	87.7%
Compensation of Officers*	$58,600	41.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,515,392
Total Liabilities	$321
Net Assets	$2,515,071

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated June 30, 2025

Bruce J Heim Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $275k (2024)

Expenses $234k (2024)

Total Assets $2.46M (2024)

Total Liabilities $635 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Revenue

$275k (2024)

Expenses

$234k (2024)

Total Assets

$2.46M (2024)

Total Liabilities

$635 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001