Heller Family Foundation

Private foundation · Grantmaker Carlsbad, CA EIN: 33-0540931

Heller Family Foundation is a private foundation, based in Carlsbad, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $206K in total assets. In 2025, it awarded 5 grants totaling $222K. Net investment income was $36K.

Key facts about Heller Family Foundation

In short: Heller Family Foundation gave $222K across 5 grants in 2025 (avg $44K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
33-0540931
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$221,500
Grants made (2025)
5
Average grant
$44,300
Median grant
$30,000
Total assets
$206,166
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$206K

-66.3% YoY

Annual Giving

$222K

+4.4% YoY

Grant Count

5

-16.7% YoY

Avg Grant Size

$44K

+25.3% YoY

Under IRS private-foundation payout rules, Heller Family Foundation reported a distributable amount of $217K for 2025 — the minimum it must pay out in qualifying distributions.

How Heller Family Foundation gives

  • Giving grew 23% from 2022 to 2025. Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Heller Family Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

San DiegoOceansideCambridgeFallbrookSyracuseSolana BeachNew York CityStockton

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K4 grants2020 5 grants2021 5 grants2022 5 grants2023 6 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $60K (2020) to $222K (2025). In 2025 it made 5 grants totaling $222K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Lucky Duck Foundation: $120KLucky Duck Foundation$120KPlanned Parenthood: $57KPlanned Parenthood$57KNorth County LBGTQ Resourse: $30KNorth County LBGTQ Resourse$30KUniversity of the Pacific: $10KUniversity of the Pacific$10KBe Well Therapy (Yoga for Cancer): $5KBe Well Therapy (Yoga forCancer)$5K

The largest 2025 recipient was Lucky Duck Foundation ($120K). Together the top 5 received $222K.

Grant Size Distribution

26 grants across all recorded years

16<$50K8$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 26 (62%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lucky Duck Foundation San Diego, CAGeneral Use$120,000
Planned Parenthood San Diego, CAGeneral Use$56,500
North County LBGTQ Resourse Oceanside, CAGeneral Use$30,000
University of the Pacific Stockton, CAGeneral Use$10,000
Be Well Therapy (Yoga for Cancer) Oceanside, CAGeneral Use$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$206,166$612,054$208,997
Revenue$241,549$618,263$179,250
Expenses$224,800$215,206$193,771
Qualifying Distributions$224,800$215,206$193,771
Net Investment Income$35,537$31,202$30,309
Distributable Amount$217,058$205,959$171,614

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 7, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)

Leadership & Key People

Officers and directors from IRS filings

Heller Family Foundation is led by Stephen Heller, President since 2023 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Stephen Heller

    President

    Vice President → President, 2023

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Rachel H. Miller

    Secretary

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Jerrold Heller (2020–2024) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Heller Family Foundation

How much does Heller Family Foundation give each year?

Heller Family Foundation gave $222K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $212K across 6 grants.

What is Heller Family Foundation's typical grant size?

Heller Family Foundation's median grant in 2025 was $30,000, and its average grant was $44,300, across 5 grants on its 2025 IRS Form 990-PF.

Where does Heller Family Foundation give grants?

Heller Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Diego, CA (2 grants) and Oceanside, CA (2 grants).

Does Heller Family Foundation give general operating support?

Yes: 100% of Heller Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Heller Family Foundation's largest grantees?

Heller Family Foundation's largest 2025 grantees include Lucky Duck Foundation ($120,000), Planned Parenthood ($56,500) and North County LBGTQ Resourse ($30,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.

How large is Heller Family Foundation?

Heller Family Foundation reported $206K in total assets on its 2025 IRS Form 990-PF. It paid out $225K in qualifying distributions that year, against a required minimum of $217K (roughly 5% of its investment assets).

What is Heller Family Foundation's EIN?

Heller Family Foundation's EIN (Employer Identification Number) is 33-0540931. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Heller Family Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Heller Family Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Rancho Santa Fe Foundation

Rancho Santa Fe, CA

The foundation supports a wide range of causes, including military and veteran communities, education, health, social services, and other community needs, with grants focused on San Diego County as well as some regional and global giving. Its 2024 grants ranged from $5,500 to $750,000, with a median of $25,000; the Women’s Fund awards $25,000–$75,000. It does not accept unsolicited requests through its advised funds, and Community Impact Fund applications are by invitation only.

Assets

$188.7M

Grants

253

Total Given

$14.3M

Pratt Memorial Fund

Milwaukee, WI

The Pratt Memorial Fund supports charitable organizations working in areas such as education, legal services, rehabilitation, mentorship, and accessible arts; its 2025 grants all went to organizations in California. Grants typically were about $5,000, ranging from $1,500 to $5,025, and the fund does not accept unsolicited requests.

Assets

$4.3M

Grants

46

Total Given

$214K

Grossman Family Foundation

Alamo, CA

Philanthropy, Voluntarism & Grantmaking

Assets

$8.3M

Grants

2

Total Given

$455K

Gelfand Family Foundation Inc

Bernardsville, NJ

The foundation’s reported grants support arts and cultural institutions, natural science education, and services related to housing and other social needs, with 2023 giving averaging about $1,131 across 14 grants. Its listed recipients are in New York and New Jersey. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$566K

Grants

14

Total Given

$16K

Youth Educational Council Inc

Hollywood, FL

The foundation supports preselected charitable organizations, including educational, arts, and LGBTQ+ organizations, with grants typically very small: $10–$350 in 2025 (median $25). Its giving is based in Florida, with some grants to organizations in other states; it does not accept unsolicited funding requests.

Assets

$24K

Grants

36

Total Given

$2K

The Joelson Foundation

Princeton, NJ

The Joelson Foundation supports preselected charitable organizations with general operating grants, typically making one large award of about $482,000–$645,000. Its reported 2025 funding went to recipients in New Jersey, and it does not accept unsolicited requests.

Assets

$17.5M

Grants

1

Total Given

$708K

The Ferris Family Foundation

Franconia, NH

The Ferris Family Foundation supports education, youth services, healthcare, homelessness, and general-purpose work, with most 2024 funding going to organizations in Washington, DC, Maryland, and Virginia. Its 42 grants ranged from $250 to $344,279, with a median of $1,750. It does not limit giving to preselected organizations; prospective applicants can contact Karen Beardsley, and no specific format or deadline is stated.

Assets

$8.0M

Grants

42

Total Given

$626K

Joan & Leonard Baron Foundation Inc

Jericho, NY

The foundation supports charities working in areas including wildlife, housing, social justice, and assistance for cancer and transplant patients. In 2025, grants ranged from $298 to $10,000, with a median of $1,750; most funding went to New York, with grants also made in Arkansas, Georgia, New Jersey, and Florida. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$716K

Grants

20

Total Given

$70K

Silicon Valley Community Foundation

Mountain View, CA

Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.

Philanthropy, Voluntarism & Grantmaking

Assets

$12.3B

Grants

3,576

Total Given

$3.2B

California Community Foundation

Los Angeles, CA

The California Community Foundation funds work in education, health, housing, immigration, and other community needs, primarily in Los Angeles County. Its 2025 grants had a median of $50,000, though amounts varied widely; it does not accept unsolicited funding requests.

Assets

$2.3B

Grants

2,174

Total Given

$326.6M

The William & Flora Hewlett Foundation

Menlo Park, CA

The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, gender equity, governance, democracy, and philanthropy, with work in the San Francisco Bay Area, the U.S. West, nationally, and internationally. Its 2024 grants had a median of $150,000, though awards ranged from $50 to more than $11 million; it often provides long-term general operating support. It generally does not accept unsolicited requests, except through invited open processes.

Philanthropy, Voluntarism & Grantmaking

Assets

$14.2B

Grants

2,001

Total Given

$625.0M

Marin Community Foundation

Novato, CA

Marin Community Foundation funds equity-focused work, including affordable housing, homelessness, community resilience and power, and arts; its Buck Family Fund supports organizations serving Marin County, including those based elsewhere. Its 2025 grants had a median of $25,000 and ranged from $5,050 to $10 million; the profile does not state whether it accepts unsolicited requests.

Assets

$1.3B

Grants

1,573

Total Given

$186.1M

More Funders in California

Heller Family Foundation down — hundreds of funders to go?

Want AI to do this for you?