Heller Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Heller Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 33-0540931
Foundation Overview
Based in Carlsbad, CA, Heller Family Foundation has awarded 54 grants totaling $1,624,020 to organizations in California, Massachusetts and 1 other state across the US. Individual grants range from $2,500 to $140,000, with a median award of $20,105.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
8 of 12 recipients (67%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
72% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Diego (59%), Oceanside (15%), Fallbrook (13%).
Funding Trajectory
Strong 66% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Heller Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Planned Parenthood | $140,000 | San Diego, CA, US | General Use | 2024 |
| D'vine Path | $20,210 | Fallbrook, CA, US | General Use | 2024 |
| North County Lgbtq Resourse | $20,000 | Oceanside, CA, US | General Use | 2024 |
| Lucky Duck Foundation | $22,000 | San Diego, CA, US | General Use | 2024 |
| Be Well Therapy (Yoga For Cancer) | $5,000 | Oceanside, CA, US | General Use | 2024 |
| Susan G Korman | $5,000 | San Diego, CA, US | General Use | 2024 |
| Planned Parenthood | $140,000 | San Diego, CA, US | General Use | 2024 |
| D'vine Path | $20,210 | Fallbrook, CA, US | General Use | 2024 |
| North County Lgbtq Resourse | $20,000 | Oceanside, CA, US | General Use | 2024 |
| Lucky Duck Foundation | $22,000 | San Diego, CA, US | General Use | 2024 |
| Be Well Therapy (Yoga For Cancer) | $5,000 | Oceanside, CA, US | General Use | 2024 |
| Susan G Korman | $5,000 | San Diego, CA, US | General Use | 2024 |
| Arc Of San Diego | $80,000 | San Diego, CA, US | General Use | 2023 |
| Planned Parenthood | $50,000 | San Diego, CA, US | General Use | 2023 |
| D'vine Path | $20,000 | Fallbrook, CA, US | General Use | 2023 |
| Naacp Legal Defense Fund | $20,000 | New York City, NY, US | General Use | 2023 |
| North County Lgbtq Resource | $20,000 | Oceanside, CA, US | General Use | 2023 |
| Arc Of San Diego | $80,000 | San Diego, CA, US | General Use | 2023 |
| Planned Parenthood | $50,000 | San Diego, CA, US | General Use | 2023 |
| D'vine Path | $20,000 | Fallbrook, CA, US | General Use | 2023 |
| Naacp Legal Defense Fund | $20,000 | New York City, NY, US | General Use | 2023 |
| North County Lgbtq Resource | $20,000 | Oceanside, CA, US | General Use | 2023 |
| Mainly Mozart | $50,000 | San Diego, CA, US | Concert Sponsorship | 2022 |
| Massachuetts Institute Of Technology | $25,000 | Cambridge, MA, US | Fellowship And General Use | 2022 |
| Syracuse University | $50,000 | Syracuse, NY, US | Fellowship And General Use | 2022 |
| Planned Parenthood Of The Pacific Southwest | $50,000 | San Diego, CA, US | General Use | 2022 |
| North County Repertory Theatre | $5,000 | Solana Beach, CA, US | Consert Sponsorship | 2022 |
| Mainly Mozart | $50,000 | San Diego, CA, US | Concert Sponsorship | 2022 |
| Massachuetts Institute Of Technology | $25,000 | Cambridge, MA, US | Fellowship And General Use | 2022 |
| Syracuse University | $50,000 | Syracuse, NY, US | Fellowship And General Use | 2022 |
| Planned Parenthood Of The Pacific Southwest | $50,000 | San Diego, CA, US | General Use | 2022 |
| North County Repertory Theatre | $5,000 | Solana Beach, CA, US | Consert Sponsorship | 2022 |
| Mainly Mozart | $10,000 | San Diego, CA, US | Consert Sponsorship | 2021 |
| North Coast Repertory Theatre | $5,000 | Solana Beach, CA, US | Consert Sponsorship | 2021 |
| D'vine Path | $10,000 | Fallbrook, CA, US | General Use | 2021 |
| Syracuse University | $70,000 | Syracuse, NY, US | Fellowships And General Use | 2021 |
| Massachuetts Institute Of Technology | $70,000 | Cambridge, MA, US | Fellowships And General Use | 2021 |
| Mainly Mozart | $24,600 | San Diego, CA, US | Concert Sponsorship | 2020 |
| Planned Parenthood Pacific Southwest | $15,000 | San Diego, CA, US | General Use | 2020 |
| Syracuse University | $10,000 | Syracuse, NY, US | Fellowships And General Use | 2020 |
| Massachuetts Institute Of Technology | $10,000 | Cambridge, MA, US | Felloships And General Use | 2020 |
| Planned Parenthood Pacific Southwest | $25,000 | San Diego, CA, US | General Use | 2018 |
| Mainly Mozart | $10,000 | San Diego, CA, US | Consert Sponshorship | 2018 |
| Syracuse University | $10,000 | Syracuse, NY, US | Fellowships And General Use | 2018 |
| Mainly Mozart | $25,000 | San Diego, CA, US | Consert Sponsorship And General Use | 2017 |
| Planned Parenthood Of The Pacific Southwest | $25,000 | San Diego, CA, US | General Use | 2017 |
| Syracuse University | $10,000 | Syracuse, NY, US | Fellowships And General Use | 2017 |
| Massachusetts Institute Of Technology | $2,500 | Cambridge, MA, US | General Use | 2017 |
| Syracuse University | $60,000 | Syracuse, NY, US | Fellowships And General Use | 2016 |
| Mainly Mozart | $27,500 | San Diego, CA, US | Consert Sponsorship And General Use | 2016 |
| Planned Parenthood Of The Pacific Southwest | $25,000 | San Diego, CA, US | General Use | 2016 |
| Massachusetts Institute Of Technology | $2,500 | Cambridge, MA, US | General Use | 2016 |
| University Of California San Francisco Foundation | $10,000 | San Francisco, CA, US | General Use | 2016 |
| Salk Institute | $2,500 | La Jolla, CA, US | General Use | 2016 |
Foundations Similar to Heller Family Foundation
Discover 5 foundations with comparable assets ($4,583,987-$4,630,183), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Milo Bekins Foundation
EIN: 95-6039745 | 178 grants awarded |
$4,602,757
(≈ Similar) |
$15,000
median grant |
Santa Barbara, CA
Same state |
|
|
Elizabeth E Bettelheim Family
EIN: 46-2041014 | 152 grants awarded |
$4,596,113
(≈ Similar) |
$12,500
median grant |
Kensington, CA
Same state |
|
|
The Bert J Miller Charitable Foundation
EIN: 81-6383121 | 6 grants awarded |
$4,583,987
(≈ Similar) |
$39,043
median grant |
Sebastopol, CA
Same state |
|
|
The Skowronski Family Foundation
EIN: 20-2032901 | 89 grants awarded |
$4,629,145
(≈ Similar) |
$20,000
median grant |
Encinitas, CA
Same state |
|
|
Otto Family Foundation
EIN: 33-0916411 | 56 grants awarded |
$4,630,183
(≈ Similar) |
$25,000
median grant |
San Diego, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Heller Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 33-0540931 |
| Website | N/A |
| Address | 6744 TEA TREE ST Carlsbad, CA 92011-3428 |
Key People (3)
Board members, trustees, and key staff who oversee Heller Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Director | Jerrold Heller |
|---|---|
| President | Stephen Heller |
| Sec | Rachel H Miller |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Heller Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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