Heller Family Foundation
Heller Family Foundation is a private foundation, based in CARLSBAD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $612K in total assets. In 2024, it awarded 6 grants totaling $212K. Net investment income was $31K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$612K
+192.9% YoY
Annual Giving
$212K
+11.7% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$35K
-6.9% YoY
Under IRS private-foundation payout rules, Heller Family Foundation reported a distributable amount of $206K for 2024 — the minimum it must pay out in qualifying distributions.
About Heller Family Foundation
Based on IRS filings
Heller Family Foundation is a private foundation, based in CARLSBAD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $612K in total assets. In 2024, it awarded 6 grants totaling $212K. Net investment income was $31K.
Ready to take the next step with Heller Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $612,054 | $208,997 | $223,517 |
| Revenue | $618,263 | $179,250 | $173,023 |
| Expenses | $215,206 | $193,771 | $182,416 |
| Qualifying Distributions | $215,206 | $193,771 | $182,416 |
| Net Investment Income | $31,202 | $30,309 | $28,810 |
| Distributable Amount | $205,959 | $171,614 | $169,501 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Planned Parenthood ($140,000), Lucky Duck Foundation ($22,000), D'vine Path ($20,210).
| Recipient | Purpose | Amount |
|---|---|---|
| PLANNED PARENTHOOD SAN DIEGO, CA | GENERAL USE | $140,000 |
| D'VINE PATH FALLBROOK, CA | GENERAL USE | $20,210 |
| NORTH COUNTY LGBTQ RESOURSE OCEANSIDE, CA | GENERAL USE | $20,000 |
| LUCKY DUCK FOUNDATION SAN DIEGO, CA | GENERAL USE | $22,000 |
| BE WELL THERAPY (YOGA FOR CANCER) OCEANSIDE, CA | GENERAL USE | $5,000 |
| SUSAN G KORMAN SAN DIEGO, CA | GENERAL USE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERROLD HELLER | DIRECTOR | — | — |
| STEPHEN HELLER | PRESIDENT | 0.5 | — |
| RACHEL H MILLER | SEC | 0.5 | — |
Frequently Asked Questions
How large is Heller Family Foundation?
As of 2024, Heller Family Foundation holds $612K in total assets with $618K in annual revenue. It awarded 6 grants totaling $212K in 2024.
Where does Heller Family Foundation operate?
Heller Family Foundation has awarded grants in California, Massachusetts, New York.
What size grants does Heller Family Foundation award?
In 2024, Heller Family Foundation awarded 6 grants totaling $212K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Heller Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heller Family Foundation reported a distributable amount of $206K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heller Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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