Heller Fam Charitable Foundation

New Rochelle, NY
Tax-exempt since May 1998
EIN: 13-7120572

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$35.2k (2023)

Expenses

$59.6k (2023)

Total Assets

$160k (2023)

Total Liabilities

$1 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$35,203

Expenses

$59,600

Net Income

-$24,397

Net Assets

$160,027

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,444	29.7%
Sales of Assets	$24,759	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,400	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$160,028
Total Liabilities	$1
Net Assets	$160,027

Compensation

Key Employees and Officers	Compensation	Other
Adelaide Heller (Trustee)	$0	$0
Bernice Weiss (President)	$0	$0
Helene Feldman (Trustee)	$0	$0
Elliot Heller (Trustee)	$0	$0

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990-PF

Filed on May 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$54,117

Expenses

$83,792

Net Income

-$29,675

Net Assets

$184,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,106	20.5%
Sales of Assets	$43,011	79.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,792	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$184,424
Total Liabilities	$0
Net Assets	$184,424

Compensation

Key Employees and Officers	Compensation	Other
Adelaide Heller (Trustee)	$0	$0
Bernice Weiss (President)	$0	$0
Helene Feldman (Trustee)	$0	$0
Elliot Heller (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$36,556

Expenses

$72,765

Net Income

-$36,209

Net Assets

$214,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,900	7.9%
Interest Revenue	$0
Dividends	$11,629	31.8%
Sales of Assets	$22,027	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,865	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$214,099
Total Liabilities	$0
Net Assets	$214,099

Compensation

Key Employees and Officers	Compensation	Other
Adelaide Heller (Trustee)	$0	$0
Bernice Weiss (President)	$0	$0
Helene Feldman (Trustee)	$0	$0
Elliot Heller (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$41,062

Expenses

$110,276

Net Income

-$69,214

Net Assets

$250,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,800	6.8%
Interest Revenue	$0
Dividends	$13,356	32.5%
Sales of Assets	$24,906	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,926	97.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$250,308
Total Liabilities	$1
Net Assets	$250,307

Compensation

Key Employees and Officers	Compensation	Other
Adelaide Heller (Trustee)	$0	$0
Bernice Weiss (President)	$0	$0
Helene Feldman (Trustee)	$0	$0
Elliot Heller (Trustee)	$0	$0

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990-PF

Filed on Dec. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$67,735

Expenses

$74,910

Net Income

-$7,175

Net Assets

$319,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,600	18.6%
Interest Revenue	$0
Dividends	$17,254	25.5%
Sales of Assets	$37,881	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,285	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$319,522
Total Liabilities	$1
Net Assets	$319,521

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0
Bernice Weiss (Trustee)	$0	$0
Helene Feldman (Trustee)	$0	$0
Elliot Heller (Trustee)	$0	$0

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990-PF

Filed on June 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$65,517

Expenses

$155,117

Net Income

-$89,600

Net Assets

$326,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,800	18.0%
Interest Revenue	$0
Dividends	$19,107	29.2%
Sales of Assets	$34,610	52.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,780	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$326,697
Total Liabilities	$0
Net Assets	$326,697

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0
Bernice Weiss (Trustee)	$0	$0
Helene Feldman (Trustee)	$0	$0
Elliot Heller (Trustee)	$0	$0

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990-PF

Filed on Aug. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$42,657

Expenses

$157,863

Net Income

-$115,206

Net Assets

$416,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,000	42.2%
Interest Revenue	$0
Dividends	$23,916	56.1%
Sales of Assets	$741	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,188	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$416,297
Total Liabilities	$0
Net Assets	$416,297

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$66,137

Expenses

$88,456

Net Income

-$22,319

Net Assets

$531,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,000	27.2%
Interest Revenue	$0
Dividends	$25,565	38.7%
Sales of Assets	$22,572	34.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,856	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$531,503
Total Liabilities	$0
Net Assets	$531,503

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0

990-PF

Filed on Aug. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$64,511

Expenses

$121,741

Net Income

-$57,230

Net Assets

$553,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	46.5%
Interest Revenue	$0
Dividends	$34,511	53.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,141	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$553,822
Total Liabilities	$0
Net Assets	$553,822

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$102,165

Expenses

$111,753

Net Income

-$9,588

Net Assets

$611,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,000	35.2%
Interest Revenue	$0
Dividends	$36,018	35.3%
Sales of Assets	$30,147	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,908	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$611,052
Total Liabilities	$0
Net Assets	$611,052

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0

990-PF

Filed on July 23, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$33,213

Expenses

$84,276

Net Income

-$51,063

Net Assets

$620,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,672	95.4%
Sales of Assets	$1,541	4.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,452	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$620,640
Total Liabilities	$0
Net Assets	$620,640

Compensation

Key Employees and Officers	Compensation	Other
Oscar Heller (Trustee)	$0	$0
Adelaide Heller (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$56,213

Expenses

$60,786

Net Income

-$4,573

Net Assets

$646,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	53.4%
Interest Revenue	$0
Dividends	$25,424	45.2%
Sales of Assets	$789	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,401	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$651,715
Total Liabilities	$5,304
Net Assets	$646,411

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$47,843

Expenses

$49,494

Net Income

-$1,651

Net Assets

$650,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	41.8%
Interest Revenue	$0
Dividends	$27,756	58.0%
Sales of Assets	$87	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,161	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,984
Total Liabilities	$1
Net Assets	$650,983

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Heller Fam Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $35.2k (2023)

Expenses $59.6k (2023)

Total Assets $160k (2023)

Total Liabilities $1 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$35.2k (2023)

Expenses

$59.6k (2023)

Total Assets

$160k (2023)

Total Liabilities

$1 (2023)

Fiscal Year Ending Dec.
2023

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2012

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