Nonprofit · EIN 33-0540931
HELLER FAMILY FOUNDATION
Tax-exempt · CARLSBAD, CA 92011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $241,549 | $224,800 | $16,749 | $206,166 | $0 | $206,166 |
| December 31, 2024 | 990-PF | $618,263 | $215,206 | $403,057 | $612,054 | $0 | $612,054 |
| December 31, 2023 | 990-PF | $179,250 | $193,771 | -$14,521 | $208,997 | $0 | $208,997 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $38,837
- Net gain from sales of assets
- $202,712
Expenses
- Grants and similar amounts paid
- $221,500
- Disbursements for charitable purposes
- $224,800
- Excise tax on investment income
- $494
Balance sheet and other
- Total assets, start of year
- $189,416
- Total assets, end of year
- $206,166
- Total liabilities, end of year
- $0
- Net assets, end of year
- $206,166
- Fair market value of assets
- $4,229,746
- Qualifying distributions
- $224,800
- Net investment income
- $38,837
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 |
|---|---|---|---|
| RACHEL H MILLER 6744 TEA TREE ST, CARLSBAD, CA 92011 | SEC | 0 | $0 |
| STEPHEN HELLER 6744 TEA TREE ST, CARLSBAD, CA 92011 | PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERROLD HELLER 320 E GLAUCUS ST, ENCINITAS, CA 92024 | DIRECTOR | 0 | $0 |
| STEPHEN HELLER 6744 TEA TREE ST, CARLSBAD, CA 92011 | PRESIDENT | 0.5 | $0 |
| RACHEL H MILLER 6744 TEA TREE ST, CARLSBAD, CA 92011 | SEC | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERROLD HELLER 320 E GLAUCUS ST, ENCINITAS, CA 92024 | DIRECTOR | 0 | $0 |
| STEPHEN HELLER 6744 TEA TREE ST, CARLSBAD, CA 92011 | PRESIDENT | 0.5 | $0 |
| RACHEL H MILLER 6744 TEA TREE ST, CARLSBAD, CA 92011 | SEC | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 6744 TEA TREE ST, CARLSBAD, CA 92011-3428
- In care of
- % STEPHEN HELLER
- Signed the 990-PF
- STEPHEN HELLER, PRESIDENT
- Return prepared by
- Hun2n Inc
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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0540931
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $206,166
- Income (IRS master file)
- $243,995
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $179,250 | $193,771 | $208,997 | 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 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 HELLER FAMILY FOUNDATION
- What is the EIN of HELLER FAMILY FOUNDATION?
- The employer identification number (EIN) of HELLER FAMILY FOUNDATION is 33-0540931.
- Is HELLER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to HELLER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELLER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELLER FAMILY 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 FAMILY 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 FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HELLER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $241,549, expenses of $224,800 and total assets of $206,166 at year end.
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