Heller Family Foundation
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.
Heller Family Foundation at a glance
In short: Heller Family Foundation gave $222K across 5 grants in 2025 (avg $44K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $221,500
- +4.4% vs 2024
- Grants made (2025)
- 5
- -16.7% vs 2024
- Average grant
- $44,300
- +25.3% vs 2024
- Median grant
- $30,000
- Total assets
- $206,166
- -66.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Heller Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Lucky Duck Foundation ($120K). Together the top 5 received $222K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 16 grants of 26 (62%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $60K (2020) to $222K (2025). In 2025 it made 5 grants totaling $222K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lucky Duck Foundation San Diego, CA | General Use | $120,000 |
| Planned Parenthood San Diego, CA | General Use | $56,500 |
| North County LBGTQ Resourse Oceanside, CA | General Use | $30,000 |
| University of the Pacific Stockton, CA | General Use | $10,000 |
| Be Well Therapy (Yoga for Cancer) Oceanside, CA | General Use | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $206,166 | $241,549 | $224,800 | $221,500 | 5 | $224,800 | $35,537 | $217,058 |
| 2024 | $612,054 | $618,263 | $215,206 | $212,210 | 6 | $215,206 | $31,202 | $205,959 |
| 2023 | $208,997 | $179,250 | $193,771 | $190,000 | 5 | $193,771 | $30,309 | $171,614 |
| 2022 | $223,517 | $173,023 | $182,416 | $180,000 | 5 | $182,416 | $28,810 | $169,501 |
| 2021 | $232,910 | $173,930 | $168,390 | $165,000 | 5 | $168,390 | $24,498 | $167,401 |
| 2020 | $227,370 | $25,328 | $62,065 | $59,600 | 4 | — | $22,863 | $145,780 |
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
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