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Also known as: C/O PKF O'CONNOR DAVIES
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Heller Fam Foundation Trust is a private trust based in HARRISON, NY. The foundation received its IRS ruling in 1999. The principal officer is Odmd. It holds total assets of $257K. Annual income is reported at $109K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in New York and Illinois. According to available records, Heller Fam Foundation Trust has made 33 grants totaling $165K, with a median grant of $3K. Annual giving has grown from $43K in 2020 to $82K in 2022. Individual grants have ranged from $1K to $30K, with an average award of $5K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in New York, Illinois, Rhode Island, which account for 76% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$6K
Average Grant
$11K
Largest Grant
$30K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Heller Fam Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 33 grants. Its grantmaking reaches organizations primarily in NY, IL, RI.
Heller Fam Foundation Trust has distributed a total of $165K across 33 grants. The median grant size is $3K, with an average of $5K. Individual grants have ranged from $1K to $30K.
Heller Fam Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Heller Fam Foundation Trust is headquartered in HARRISON, NY. While based in NY, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan K Heller | TRUSTEE | $0 | $0 | N/A |
| William B Heller Ii | TRUSTEE | $0 | $0 | N/A |
| Susan C Taylor | TRUSTEE | $0 | $0 | N/A |
Total Giving
$59K
Total Assets
$270K
Fair Market Value
$620K
Net Worth
$270K
Grants Paid
$45K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$28K
Total: $265K
Total Grants
33
Total Giving
$165K
Average Grant
$5K
Median Grant
$3K
Unique Recipients
11
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Grayson Family FoundationCHARITABLE CONTRIBUTION | Wellesley Hills, MA | $1K | 2022 |
| Ramapo For ChildrenCHARITABLE CONTRIBUTION | Rhinebeck, NY | $13K | 2022 |
| American Medical Womens AssociationCHARITABLE CONTRIBUTION | Schaumburg, IL | $10K | 2022 |
| The Colonial Theater SchoolCHARITABLE CONTRIBUTION | Westerly, RI | $5K | 2022 |
| Riveredge Nature CenterCHARITABLE CONTRIBUTION | Saukville, WI | $4K | 2022 |
| Mianus River Gorge PreserveCHARITABLE CONTRIBUTION | Bedford, NY | $3K | 2022 |
| Canterbury Choral SocietyCHARITABLE CONTRIBUTION | New York, NY | $3K | 2022 |
| Teens Grow GreensCHARITABLE CONTRIBUTION | Milwaukee, WI | $2K | 2022 |
| Doing Art TogetherCHARITABLE CONTRIBUTION | New York, NY | $1K | 2022 |
| Westerly Land TrustCHARITABLE CONTRIBUTION | Westerly, RI | $1K | 2022 |
| Mianus River GorgeCHARITABLE CONTRIBUTION | Bedford, NY | $2K | 2020 |