Nonprofit · EIN 13-3936476
THE HERMINE AND DAVID HELLER FOUNDATION
Tax-exempt · NEW YORK, NY 10274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 29, 2024 | 990-PF | $2,376,251 | $2,728,380 | -$352,129 | $26,261,541 | $0 | $26,261,541 |
Financial details: 990-PF for the year ended February 29, 2024
Revenue
- Dividends
- $451,452
- Net gain from sales of assets
- $1,872,680
- Other income
- $52,119
Expenses
- Grants and similar amounts paid
- $2,265,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,426,925
- Excise tax on investment income
- $31,903
Balance sheet and other
- Total assets, start of year
- $26,613,670
- Total assets, end of year
- $26,261,541
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,261,541
- Fair market value of assets
- $37,285,830
- Qualifying distributions
- $2,426,925
- Net investment income
- $2,505,937
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 29, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B HELLER PO BOX 73 BOWLING GREEN STATION, NEW YORK, NY 102740073 | TRUSTEE | 1 | $0 |
| ROBERT M HELLER PO BOX 73 BOWLING GREEN STATION, NEW YORK, NY 102740073 | TRUSTEE | 1 | $0 |
| HERMINE RIEGERL HELLER PO BOX 73 BOWLING GREEN STATION, NEW YORK, NY 102740073 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 73, NEW YORK, NY 10274-0073
- In care of
- % THE AYCO COMPANY LP NTG
- Signed the 990-PF
- DAVID HELLER, TRUSTEE
- Phone
- (518) 640-5000
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | Not on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3936476
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $26,261,541
- Income (IRS master file)
- $2,903,094
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2024 | – | – | – | IRS |
| 990-T | February 2024 | – | – | – | IRS |
| 990-PF | February 2023 | $3,477,695 | $3,189,460 | $26,774,241 | IRS |
| 990-T | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-T | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THE HERMINE AND DAVID HELLER FOUNDATION
- What is the EIN of THE HERMINE AND DAVID HELLER FOUNDATION?
- The employer identification number (EIN) of THE HERMINE AND DAVID HELLER FOUNDATION is 13-3936476.
- Is THE HERMINE AND DAVID HELLER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE HERMINE AND DAVID HELLER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HERMINE AND DAVID HELLER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HERMINE AND DAVID HELLER FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HERMINE AND DAVID HELLER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2024.
- Who are the officers and directors of THE HERMINE AND DAVID HELLER FOUNDATION?
- The 990-PF for the year ended February 29, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE HERMINE AND DAVID HELLER FOUNDATION have?
- On its 990-PF for the year ended February 29, 2024 it reported revenue of $2,376,251, expenses of $2,728,380 and total assets of $26,261,541 at year end.
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