Heller Family Foundation
EIN 330540931Total Given 2016–2024
$1.0M
38 grants · $116K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $10K–$27K
grant size
42%
supporter · 8/19 multi-year
repeat
$4.6M
Assets (2024)
19
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(858) 344-6535
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $128K | $1.5M | $16K | 6 |
| 2017 | $62K | $2.0M | $28K | 4 |
| 2018 | $45K | $2.1M | $34K | 3 |
| 2019 | N/A | $2.8M | $20K | N/A |
| 2020 | $60K | $3.1M | $25K | 4 |
| 2021 | $165K | $3.7M | $174K | 5 |
| 2022 | $180K | $3.2M | $173K | 5 |
| 2023 | $190K | $3.8M | $179K | 5 |
| 2024 | $212K | $4.6M | $618K | 6 |
Grant Size Distribution
Based on 38 grants on record
Minimum
$2K
25th Pctl
$10K
Median
$20K
Average
$27K
75th Pctl
$27K
Maximum
$140K
Geographic Distribution
Officers & Directors
SH
Stephen Heller
9+ yrs
President
Leadership
JH
Jerrold Heller
9+ yrs
Director
RM
Rachel H Miller
9+ yrs
Sec
SH
Stephen Heller
9+ yrs
President
Leadership
JH
Jerrold Heller
9+ yrs
Director
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
JH
Jerrold Heller
9+ yrs
President
Leadership
SH
Stephen Heller
9+ yrs
Vice President
Leadership
RM
Rachel H Miller
9+ yrs
Sec
Grants Awarded (38 total)
| Purpose | ||||
|---|---|---|---|---|
| Planned Parenthood | San Diego, CA | $140,000 | GENERAL USE | 2024 |
| Arc of San Diego | San Diego, CA | $80,000 | GENERAL USE | 2023 |
| Syracuse University | Syracuse, NY | $70,000 | Fellowships and General Use | 2021 |
| Massachuetts Institute of Technology | Cambridge, MA | $70,000 | Fellowships and General Use | 2021 |
| Syracuse University | Syracuse, NY | $60,000 | FELLOWSHIPS AND GENERAL USE | 2016 |
| Planned Parenthood | San Diego, CA | $50,000 | GENERAL USE | 2023 |
| Mainly Mozart | San Diego, CA | $50,000 | Concert Sponsorship | 2022 |
| Syracuse University | Syracuse, NY | $50,000 | Fellowship and General Use | 2022 |
| Planned Parenthood of the Pacific Southwest | San Diego, CA | $50,000 | General Use | 2022 |
| Mainly Mozart | San Diego, CA | $27,500 | CONSERT SPONSORSHIP AND GENERAL USE | 2016 |
| Planned Parenthood Pacific Southwest | San Diego, CA | $25,000 | General Use | 2018 |
| Planned Parenthood of the Pacific Southwest | San Diego, CA | $25,000 | GENERAL USE | 2016 |
| Mainly Mozart | San Diego, CA | $25,000 | CONSERT SPONSORSHIP AND GENERAL USE | 2017 |
| Planned Parenthood of the Pacific Southwest | San Diego, CA | $25,000 | GENERAL USE | 2017 |
| Massachuetts Institute of Technology | Cambridge, MA | $25,000 | Fellowship and General Use | 2022 |
| Mainly Mozart | San Diego, CA | $24,600 | Concert Sponsorship | 2020 |
| Lucky Duck Foundation | San Diego, CA | $22,000 | GENERAL USE | 2024 |
| D'Vine Path | Fallbrook, CA | $20,210 | GENERAL USE | 2024 |
| D'Vine Path | Fallbrook, CA | $20,000 | GENERAL USE | 2023 |
| Naacp Legal Defense Fund | New York City, NY | $20,000 | GENERAL USE | 2023 |
| North County Lgbtq Resource | Oceanside, CA | $20,000 | GENERAL USE | 2023 |
| North County Lgbtq Resourse | Oceanside, CA | $20,000 | GENERAL USE | 2024 |
| Planned Parenthood Pacific Southwest | San Diego, CA | $15,000 | General Use | 2020 |
| Mainly Mozart | San Diego, CA | $10,000 | Consert Sponshorship | 2018 |
| Syracuse University | Syracuse, NY | $10,000 | Fellowships and General Use | 2018 |