Nonprofit · EIN 52-2034432
HELLER FAMILY FOUNDATION INC
Tax-exempt · FRANKLIN, TN 37064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$31,121 | $110,827 | -$141,948 | $1,039,698 | $0 | $1,039,698 |
| December 31, 2023 | 990-PF | $35,923 | $140,384 | -$104,461 | $1,199,780 | $0 | $1,199,780 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $21,109
- Interest
- $3,060
- Net gain from sales of assets
- -$25,506
- Other income
- -$29,784
Expenses
- Grants and similar amounts paid
- $88,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $88,000
Balance sheet and other
- Total assets, start of year
- $1,199,780
- Total assets, end of year
- $1,039,698
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,039,698
- Fair market value of assets
- $2,059,244
- Qualifying distributions
- $88,000
- Net investment income
- -$5,615
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RODERICK HELLER III 1344 CARNTON LANE, FRANKLIN, TN 37064 | SECRETARY | 1.25 | $0 |
| ELIZABETH ANNE HELLER 252 WARREN STREET, BROOKLYN, NY 11201 | CHAIRMAN OF THE BOARD | 0.25 | $0 |
| CAROLYNN AYRES HELLER 9 BEECHDALE ROAD, BALTIMORE, MD 21210 | PRESIDENT | 0.25 | $0 |
| RODERICK HELLER IV 55 AGNES STREET, OAKLAND, CA 94618 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RODERICK HELLER III 1344 CARNTON LANE, FRANKLIN, TN 37064 | SECRETARY | 1.25 | $0 |
| ELIZABETH ANNE HELLER 252 WARREN STREET, BROOKLYN, NY 11201 | CHAIRMAN OF THE BOARD | 0.25 | $0 |
| CAROLYNN AYRES HELLER 9 BEECHDALE ROAD, BALTIMORE, MD 21210 | PRESIDENT | 0.25 | $0 |
| RODERICK HELLER IV 55 AGNES STREET, OAKLAND, CA 94618 | TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1344 CARNTON LN, FRANKLIN, TN 37064-3258
- In care of
- % J RODERICK HELLER III
- Signed the 990-PF
- RODERICK HELLER III, NONE
- Return prepared by
- ROSEMCKENNA PLLC
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 | Not 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
- 52-2034432
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,039,698
- Income (IRS master file)
- $120,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$31,121 | $110,827 | $1,039,698 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $35,923 | $140,384 | $1,199,780 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 52-2034432).
Questions about HELLER FAMILY FOUNDATION INC
- What is the EIN of HELLER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of HELLER FAMILY FOUNDATION INC is 52-2034432.
- Is HELLER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HELLER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELLER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELLER FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELLER FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HELLER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does HELLER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$31,121, expenses of $110,827 and total assets of $1,039,698 at year end.
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All nonprofits in FRANKLIN · Tennessee · Philanthropy, voluntarism and grantmaking foundations