Nonprofit · EIN 13-7120572
HELLER FAM CHARITABLE FOUNDATION
Tax-exempt · NEW ROCHELLE, NY 10804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $19,609 | $74,688 | -$55,079 | $88,406 | $1 | $88,405 |
| December 31, 2023 | 990-PF | $35,203 | $59,600 | -$24,397 | $160,028 | $1 | $160,027 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,684
- Net gain from sales of assets
- $12,925
Expenses
- Grants and similar amounts paid
- $74,188
- Disbursements for charitable purposes
- $74,188
- Excise tax on investment income
- $266
Balance sheet and other
- Total assets, start of year
- $143,485
- Total assets, end of year
- $88,406
- Total liabilities, end of year
- $1
- Net assets, end of year
- $88,405
- Fair market value of assets
- $297,444
- Qualifying distributions
- $74,188
- Net investment income
- $19,609
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNICE WEISS 210 TRENOR DR, NEW ROCHELLE, NY 10804 | President | 0 | $0 |
| HELENE FELDMAN 11 EAST 68TH STREET, NEW YOR, NY 10065 | Trustee | 0 | $0 |
| ELLIOT HELLER 400 E 84th STREET, NEW YORK, NY 10028 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADELAIDE HELLER 210 TRENOR DR, NEW ROCHELLE, NY 10804 | TRUSTEE | 0 | $0 |
| BERNICE WEISS 210 TRENOR DR, NEW ROCHELLE, NY 10804 | President | 0 | $0 |
| HELENE FELDMAN 11 EAST 68TH STREET, NEW YOR, NY 10065 | Trustee | 0 | $0 |
| ELLIOT HELLER 400 E 84th STREET, NEW YORK, NY 10028 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 210 TRENOR DR, NEW ROCHELLE, NY 10804-3812
- Signed the 990-PF
- BERNICE WEISS, President
- Phone
- (917) 744-6771
- Return prepared by
- Irving Gluck CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7120572
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $88,406
- Income (IRS master file)
- $19,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $19,609 | $74,688 | $88,406 | XML |
| 990-PF | December 2023 | $35,203 | $59,600 | $160,028 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 13-7120572).
Questions about HELLER FAM CHARITABLE FOUNDATION
- What is the EIN of HELLER FAM CHARITABLE FOUNDATION?
- The employer identification number (EIN) of HELLER FAM CHARITABLE FOUNDATION is 13-7120572.
- Is HELLER FAM CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HELLER FAM CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELLER FAM CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELLER FAM CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELLER FAM CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELLER FAM CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELLER FAM CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,609, expenses of $74,688 and total assets of $88,406 at year end.
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