The Steven M and Anita C Heller
The Steven M and Anita C Heller is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $79K in total assets. In 2025, it awarded 1 grant totaling $1.0M. Net investment income was $417K.
The Steven M and Anita C Heller at a glance
In short: The Steven M and Anita C Heller gave $1.0M across 1 grant in 2025 (avg $1.0M), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,044,506
- +54.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,044,506
- +54.0% vs 2024
- Median grant
- $1,044,506
- Total assets
- $78,965
- -88.8% vs 2024
- Primary geography
- New York (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 The Steven M and Anita C Heller funds
How this funder distributes its grants
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 6 grants of 13 (46%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Steven M and Anita C Heller gives
- Giving grew 774% from 2022 to 2025. Method
- In 2025 it paid out well above 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 2019 to 2025, annual grant giving ranged from $120K (2022) to $1.0M (2025). In 2025 it made 1 grant totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Statement a New York, NY | See Statement a | $1,044,506 |
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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 | $78,965 | $771,252 | $1,062,506 | $1,044,506 | 1 | $1,044,506 | $417,442 | $4,410 |
| 2024 | $704,177 | $2,168,533 | $690,635 | $678,292 | 1 | $682,154 | $1,024,273 | $3,432 |
| 2023 | $242,705 | $375,496 | $274,923 | $265,633 | 1 | $270,268 | $220,966 | $8,988 |
| 2022 | $285,105 | $66,977 | $134,830 | $119,500 | 5 | $125,165 | $61,312 | $23,711 |
| 2021 | $352,958 | $342,304 | $630,020 | $616,500 | 5 | — | $319,644 | $38,657 |
| 2020 | $640,674 | $-36,662 | $146,252 | $130,426 | 9 | — | $4,193 | $38,734 |
| 2019 | $823,588 | $19,177 | $165,809 | $149,127 | 13 | — | $11,679 | $47,262 |
Under IRS private-foundation payout rules, The Steven M and Anita C Heller reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Steven M and Anita C Heller's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anita C. Heller
Trustee
On filings since 2019
1 hr/week
No compensation reported
Steven M. Heller
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Steven M and Anita C Heller
How much does The Steven M and Anita C Heller give each year?
The Steven M and Anita C Heller gave $1.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $678K across 1 grant.
How large is The Steven M and Anita C Heller?
The Steven M and Anita C Heller reported $79K in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does The Steven M and Anita C Heller operate?
The Steven M and Anita C Heller has awarded grants in California, Colorado, Connecticut, District of Columbia, Indiana, Massachusetts, North Carolina, New York, Pennsylvania.
What is The Steven M and Anita C Heller's EIN?
The Steven M and Anita C Heller's EIN (Employer Identification Number) is 13-3792292. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 22, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 6, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2019–2025
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