Heller Family Foundation

Carlsbad, CA
Tax-exempt since Feb. 1993
EIN: 33-0540931

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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.

Donations to this organization are tax deductible.

Revenue

$618k (2024)

Expenses

$215k (2024)

Total Assets

$612k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$618,263

Expenses

$215,206

Net Income

$403,057

Net Assets

$612,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$422,638	68.4%
Interest Revenue	$0
Dividends	$34,198	5.5%
Sales of Assets	$161,427	26.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,206	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	$612,054
Total Liabilities	$0
Net Assets	$612,054

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Director)	$0	$0
Stephen Heller (President)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on March 28, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$179,250

Expenses

$193,771

Net Income

-$14,521

Net Assets

$208,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,080	19.0%
Sales of Assets	$145,170	81.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,771	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	$208,997
Total Liabilities	$0
Net Assets	$208,997

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Director)	$0	$0
Stephen Heller (President)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on March 21, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$173,023

Expenses

$182,416

Net Income

-$9,393

Net Assets

$223,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$650	0.4%
Dividends	$30,576	17.7%
Sales of Assets	$141,797	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,416	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	$223,517
Total Liabilities	$0
Net Assets	$223,517

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on April 7, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$173,930

Expenses

$168,390

Net Income

$5,540

Net Assets

$232,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,888	16.0%
Sales of Assets	$146,042	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,390	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	$232,910
Total Liabilities	$0
Net Assets	$232,910

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on May 5, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$25,328

Expenses

$62,065

Net Income

-$36,737

Net Assets

$227,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,328	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,065	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	$227,370
Total Liabilities	$1
Net Assets	$227,369

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on June 4, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$20,336

Expenses

$62,796

Net Income

-$42,460

Net Assets

$264,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$322	1.6%
Dividends	$25,217	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,796	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	$264,107
Total Liabilities	$1
Net Assets	$264,106

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on June 1, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$34,322

Expenses

$48,332

Net Income

-$14,010

Net Assets

$321,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,937	75.6%
Sales of Assets	$8,385	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,332	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	$321,280
Total Liabilities	$0
Net Assets	$321,280

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on Aug. 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$27,623

Expenses

$65,230

Net Income

-$37,607

Net Assets

$335,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91	0.3%
Dividends	$25,272	91.5%
Sales of Assets	$2,260	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,230	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	$335,264
Total Liabilities	$0
Net Assets	$335,264

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on Oct. 10, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$15,594

Expenses

$129,929

Net Income

-$114,335

Net Assets

$372,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.5%
Dividends	$25,827	> 100%
Sales of Assets	-$10,315
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,929	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	$372,871
Total Liabilities	$0
Net Assets	$372,871

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on March 9, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$37,872

Expenses

$110,143

Net Income

-$72,271

Net Assets

$487,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$32,255	85.2%
Sales of Assets	$5,607	14.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,143	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	$487,206
Total Liabilities	$0
Net Assets	$487,206

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on June 9, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$56,073

Expenses

$114,717

Net Income

-$58,644

Net Assets

$559,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$30,941	55.2%
Sales of Assets	$25,130	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,717	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	$559,477
Total Liabilities	$0
Net Assets	$559,477

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on Nov. 5, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$29,522

Expenses

$102,144

Net Income

-$72,622

Net Assets

$618,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$29,510	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,144	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	$618,122
Total Liabilities	$0
Net Assets	$618,122

Compensation

Key Employees and Officers	Compensation	Other
Jerrold Heller (Pres)	$0	$0
Stephen Heller (Vice Pres)	$0	$0
Rachel H Miller (Sec)	$0	$0

990-PF

Filed on March 11, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$90,561

Expenses

$92,028

Net Income

-$1,467

Net Assets

$690,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$29,732	32.8%
Sales of Assets	$60,801	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,028	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	$690,744
Total Liabilities	$1
Net Assets	$690,743

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$3,871

Expenses

$63,147

Net Income

-$67,018

Net Assets

$692,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5
Dividends	$32,012
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,147	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	$692,210
Total Liabilities	$1
Net Assets	$692,209

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

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Heller Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $618k (2024)

Expenses $215k (2024)

Total Assets $612k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$618k (2024)

Expenses

$215k (2024)

Total Assets

$612k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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