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Heller Family Foundation is a private corporation based in CARLSBAD, CA. The foundation received its IRS ruling in 1993. The principal officer is Stephen Heller. It holds total assets of $612K. Annual income is reported at $624K. Total assets have decreased from $692K in 2011 to $209K in 2023. The foundation is governed by 3 officers and trustees. 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 California, Massachusetts and New York. According to available records, Heller Family Foundation has made 19 grants totaling $610K, with a median grant of $25K. Annual giving has grown from $60K in 2020 to $190K in 2023. Grantmaking activity was highest in 2022 with $360K distributed across 10 grants. Individual grants have ranged from $5K to $80K, with an average award of $32K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in California and New York and Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$50K
Average Grant
$36K
Largest Grant
$50K
Based on 5 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 Family Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 19 grants. Its grantmaking reaches organizations primarily in CA, NY, MA.
Heller Family Foundation has distributed a total of $610K across 19 grants. The median grant size is $25K, with an average of $32K. Individual grants have ranged from $5K to $80K.
Heller Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Heller Family Foundation is headquartered in CARLSBAD, CA. While based in CA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jerrold Heller | DIRECTOR | $0 | $0 | N/A |
| Stephen Heller | PRESIDENT | $0 | $0 | N/A |
| Rachel H Miller | SEC | $0 | $0 | N/A |
Total Giving
$194K
Total Assets
$209K
Fair Market Value
$3.8M
Net Worth
$209K
Grants Paid
$190K
Contributions
N/A
Net Investment Income
$30K
Distribution Amount
$172K
Total: $187K
Total Grants
19
Total Giving
$610K
Average Grant
$32K
Median Grant
$25K
Unique Recipients
11
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Arc Of San DiegoGENERAL USE | San Diego, CA | $80K | 2023 |
| Planned ParenthoodGENERAL USE | San Diego, CA | $50K | 2023 |
| D'Vine PathGENERAL USE | Fallbrook, CA | $20K | 2023 |
| Naacp Legal Defense FundGENERAL USE | New York City, NY | $20K | 2023 |
| North County Lgbtq ResourceGENERAL USE | Oceanside, CA | $20K | 2023 |
| Syracuse UniversityFellowship and General Use | Syracuse, NY | $50K | 2022 |
| Mainly MozartConcert Sponsorship | San Diego, CA | $50K | 2022 |
| Planned Parenthood Of The Pacific SouthwestGeneral Use | San Diego, CA | $50K | 2022 |
| Massachuetts Institute Of TechnologyFellowship and General Use | Cambridge, MA | $25K | 2022 |
| North County Repertory TheatreConsert Sponsorship | Solana Beach, CA | $5K | 2022 |
| Planned Parenthood Pacific SouthwestGeneral Use | San Diego, CA | $15K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA