Private Foundation

HELLER FAMILY FOUNDATION C/O PKF O'CONNOR DAVIES ADVISORY LLC

HELLER FAMILY FOUNDATION C/O PKF O'CONNOR DAVIES ADVISORY LLC is a private foundation categorized as Private Foundation based in HARRISON, NY. Its most recent IRS filing (2025) reports revenue of $59K, expenses of $71K, total assets of $245K. Imperigo tracks 60 reported grants from this foundation totaling approximately $375K.

EIN: 137204248 HARRISON, NY Latest filing: 2025
Total Revenue$59K
Total Expenses$71K
Total Assets$245K
Grants Given60
Grant Total$375K
Filing Years2021–2025

Sample Grants Given

RAMAPO FOR CHILDREN
RHINEBECK, NY · 2025
CHARITABLE CONTRIBUTION
$20,000
AMERICAN MEDICAL WOMENS ASSOCIATION
SCHAUMBURG, IL · 2025
CHARITABLE CONTRIBUTION
$10,000
THE COLONIAL THEATER SCHOOL
WESTERLY, RI · 2025
CHARITABLE CONTRIBUTION
$7,500
MIANUS RIVER GORGE PRESERVE
BEDFORD, NY · 2025
CHARITABLE CONTRIBUTION
$5,000
CANTERBURY CHORAL SOCIETY
NEW YORK, NY · 2025
CHARITABLE CONTRIBUTION
$3,000

Showing up to 5 of 60 total records — full history available with membership.

Officers & Directors

TRUSTEE Susan C Taylor
TRUSTEE Susan K Heller
TRUSTEE William B Heller Ii

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE CONTRIBUTION
$374,700 60 grants

Financial Trends

Year Revenue Expenses Assets
2025 $59K $71K $245K
2024 $57K $70K $257K
2023 $23K $59K $270K
2022 $26K $54K $306K
2021 $62K $53K $334K

Between 2021 and 2025, reported annual revenue declined from $62K to $59K (-3%), with total assets most recently reported at $245K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL, MA, NY, RI, VA, WI.

ILMANYRIVAWI

Full geographic grant map with state-by-state breakdown available with membership.

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