The Heller Family Charitable Foundation
The Heller Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ROCHELLE, NY. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $160K in total assets. In 2023, it awarded 12 grants totaling $58K. Net investment income was $34K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$160K
-13.2% YoY
Annual Giving
$58K
-30.3% YoY
Grant Count
12
-7.7% YoY
Avg Grant Size
$5K
-24.5% YoY
Under IRS private-foundation payout rules, The Heller Family Charitable Foundation reported a distributable amount of $18K for 2023 — the minimum it must pay out in qualifying distributions.
About The Heller Family Charitable Foundation
Based on IRS filings
The Heller Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ROCHELLE, NY. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $160K in total assets. In 2023, it awarded 12 grants totaling $58K. Net investment income was $34K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $160,028 | $184,424 | $214,099 |
| Revenue | $35,203 | $54,117 | $36,556 |
| Expenses | $59,600 | $83,792 | $72,765 |
| Qualifying Distributions | $58,400 | $83,792 | $68,865 |
| Net Investment Income | $34,003 | $54,117 | $29,756 |
| Distributable Amount | $17,750 | $23,233 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Uja Federation ($19,800), American Friends of Bnai Levy Fdtn ($10,000), Cong Yesode Hatorah ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONTRIBUTED TO PUBLIC CHARITIES BROOKLYN, NY | CONTRIBUTIONS TO PUBLIC 501(C)(3) CHARITIES FOR THEIR GENERAL PURPOSES. LESS THAN $500 PER CHECK. | $2,760 |
| YOUNG ISRAEL OF NEW ROCHELLE NEW ROCHELLE, NY | GENERAL PURPOSES | $500 |
| YAD L'ACHIM NEW YORK, NY | GENERAL PURPOSES | $500 |
| OHEL BROOKLYN, NY | GENERAL PURPOSES | $500 |
| MEIR BAAL HANESS KOLEL SHOMREI HACH BROOKLYN, NY | GENERAL PURPOSES | $560 |
| CHAI LIFELINE NEW YORK, NY | GENERAL PURPOSES | $3,000 |
| JBI INTERNATIONAL NEW YORK, NY | GENERAL PURPOSES | $180 |
| UJA FEDERATION NEW YORK, NY | GENERAL PURPOSES | $19,800 |
| AMIT NEW YORK, NY | GENERAL PURPOSES | $500 |
| AMERICAN FRIENDS OF BNAI LEVY FDTN BROOKLYN, NY | GENERAL PURPOSES | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ADELAIDE HELLER | TRUSTEE | — | — |
| BERNICE WEISS | President | — | — |
| HELENE FELDMAN | Trustee | — | — |
| ELLIOT HELLER | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Heller Family Charitable Foundation?
The Heller Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ROCHELLE, NY. It holds $160K in total assets as of 2023.
How large is The Heller Family Charitable Foundation?
As of 2023, The Heller Family Charitable Foundation holds $160K in total assets with $35K in annual revenue. It awarded 12 grants totaling $58K in 2023.
Where does The Heller Family Charitable Foundation operate?
The Heller Family Charitable Foundation has awarded grants in California, New York.
What size grants does The Heller Family Charitable Foundation award?
In 2023, The Heller Family Charitable Foundation awarded 12 grants totaling $58K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Heller Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Heller Family Charitable Foundation reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Heller Family Charitable Foundation's EIN?
The Heller Family Charitable Foundation's EIN (Employer Identification Number) is 13-7120572. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in The Heller Family Charitable 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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