The Heller Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRANKLIN, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 15 grants totaling $88K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-13.3% YoY
Annual Giving
$88K
-28.4% YoY
Grant Count
15
-21.1% YoY
Avg Grant Size
$6K
-9.4% YoY
Under IRS private-foundation payout rules, The Heller Family Foundation reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.
About The Heller Family Foundation
Based on IRS filings
The Heller Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRANKLIN, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 15 grants totaling $88K.
Focus Areas
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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 | $1,039,698 | $1,199,780 | $1,305,561 |
| Revenue | $-31,121 | $35,923 | $39,164 |
| Expenses | $110,827 | $140,384 | $102,058 |
| Qualifying Distributions | $88,000 | $122,988 | $93,000 |
| Net Investment Income | — | $18,739 | $30,201 |
| Distributable Amount | $98,593 | $95,094 | $87,360 |
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 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Princeton University ($25,000), Tampa Museum of Art ($15,000), Cumberland University ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CUMBERLAND UNIVERSITY LEBANON, TN | GENERAL USE | $10,000 |
| FUND FOR THE CITY OF NEW YORK - POWER OF TWO NEW YORK, NY | GENERAL USE | $5,000 |
| MONTCLAIR PRESBYTERIAN CHURCH OAKLAND, CA | GENERAL USE | $1,000 |
| TAMPA MUSEUM OF ART TAMPA, FL | GENERAL USE | $15,000 |
| THE PARTNERS PROGRAM AT COLLEGE PREP OAKLAND, CA | GENERAL USE | $3,500 |
| THE ROLAND PARK COMMUNITY FOUNDATION BALTIMORE, MD | GENERAL USE | $10,000 |
| UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION SAN FRANCISCO, CA | GENERAL USE | $2,000 |
| AFRICAN AMERICAN HERITAGE SOCIETY FRANKLIN, TN | GENERAL USE | $1,000 |
| EQUAL CHANCE FOR EDUCATION NASHVILLE, TN | GENERAL USE | $2,500 |
| FRANKLIN'S CHARGE FRANKLIN, TN | 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 |
|---|---|---|---|
| RODERICK HELLER III | SECRETARY | 1.25 | — |
| ELIZABETH ANNE HELLER | CHAIRMAN OF THE BOARD | 0.25 | — |
| CAROLYNN AYRES HELLER | PRESIDENT | 0.25 | — |
| RODERICK HELLER IV | TREASURER | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Heller Family Foundation?
The Heller Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRANKLIN, TN. It holds $1.0M in total assets as of 2024.
How large is The Heller Family Foundation?
As of 2024, The Heller Family Foundation holds $1.0M in total assets with $-31,121 in annual revenue. It awarded 15 grants totaling $88K in 2024.
Where does The Heller Family Foundation operate?
The Heller Family Foundation has awarded grants in California, District of Columbia, Florida, Kentucky, Maryland, New Jersey, New York, Tennessee, Virginia.
What size grants does The Heller Family Foundation award?
In 2024, The Heller Family Foundation awarded 15 grants totaling $88K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Heller Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Heller Family Foundation reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Heller Family Foundation's EIN?
The Heller Family Foundation's EIN (Employer Identification Number) is 52-2034432. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The 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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