Private Foundation

HELLER FAMILY FOUNDATION

HELLER FAMILY FOUNDATION, of Carlsbad, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $242K in revenue, $225K in expenses, $206K in total assets. IRS filings disclose 39 grants awarded by this foundation, totaling roughly $1.2M.

EIN: 330540931 Carlsbad, CA Latest filing: 2025
Total Revenue$242K
Total Expenses$225K
Total Assets$206K
Grants Given39
Grant Total$1.2M
Filing Years2021–2025

Sample Grants Given

LUCKY DUCK FOUNDATION
SAN DIEGO, CA · 2025
GENERAL USE
$120,000
PLANNED PARENTHOOD
SAN DIEGO, CA · 2025
GENERAL USE
$56,500
NORTH COUNTY LBGTQ RESOURSE
OCEANSIDE, CA · 2025
GENERAL USE
$30,000
UNIVERSITY OF THE PACIFIC
STOCKTON, CA · 2025
GENERAL USE
$10,000
BE WELL THERAPY (YOGA FOR CANCER)
OCEANSIDE, CA · 2025
GENERAL USE
$5,000

Showing up to 5 of 39 total records — full history available with membership.

Officers & Directors

SEC Rachel H Miller
PRESIDENT Stephen Heller

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL USE
$651,210 18 grants
Fellowships and General Use
$160,000 4 grants
General Use
$125,000 5 grants
Concert Sponsorship
$109,600 3 grants
Fellowship and General Use
$75,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $242K $225K $206K
2024 $618K $215K $612K
2023 $179K $194K $209K
2022 $173K $182K $224K
2021 $174K $168K $233K

Between 2021 and 2025, reported annual revenue grew from $174K to $242K (+39%), with total assets most recently reported at $206K.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, MA, NY.

CAMANY

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

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