Heller Fam Foundation Tr
- Assets
- $334.2k
- Revenue
- $61.5k
- Investments
- $296.8k
- Employees
- 0
- Location
- Harrison, NY
- Founding
- 08/1999
- Data as of
- 12/2021
- EIN
- 13-7204248
Organization Overview
Heller Fam Foundation Tr is located in Harrison, NY. The organization was established in 1999. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heller Fam Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Heller Fam Foundation Tr generated $61.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $52.6k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Heller Fam Foundation Tr has awarded 23 individual grants totaling $191,200. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan K Heller Trustee | 1 | $0 | |
William B Heller II Trustee | 1 | $0 | |
Susan C Taylor Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $6,611 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $54,802 |
| Capital Gain Net Income | $54,802 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $130 |
| Total Revenue | $61,543 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $203 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $125 |
| Total operating and administrative expenses | $12,604 |
| Contributions, gifts, grants paid | $40,000 |
| Total expenses and disbursements | $52,604 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,774 |
| Savings and temporary cash investments | $26,676 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $334,206 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Heller Fam Foundation Tr has awarded $40,000 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
RAMAPO FOR CHILDREN PURPOSE: CHARITABLE CONTRIBUTION | $12,500 |
Schaumburg, IL PURPOSE: CHARITABLE CONTRIBUTION | $10,000 |
THE COLONIAL THEATER SCHOOL PURPOSE: CHARITABLE CONTRIBUTION | $5,000 |
TEENS GROW GREENS PURPOSE: CHARITABLE CONTRIBUTION | $2,500 |
New York, NY PURPOSE: CHARITABLE CONTRIBUTION | $2,500 |
RIVEREDGE NATURE CENTER PURPOSE: CHARITABLE CONTRIBUTION | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lone Pine Foundation Inc Greenwich, CT | $70,601,962 | $14,308,044 |
Citizen Of Burma Award Organization Inc Jackson Heights, NY | $195,993 | $9,716,460 |
Cullen Foundation Buffalo, NY | $115,865,929 | $16,357,498 |
Fiduciary Charitable Foundation Boston, MA | $117,480,981 | $103,573,534 |
David R & Patricia D Atkinson Foundation Princeton, NJ | $114,019,131 | $20,460,455 |
Danoff Fam Private Charitable Foundation Tr Albany, NY | $116,755,274 | $33,799,667 |
Alcoa Foundation Pittsburgh, PA | $146,938,296 | $5,082,676 |
Herbert Allen Foundation New York, NY | $9,223,512 | $1,023,254 |
Select Equity Group Foundation New York, NY | $25,414,802 | $25,600,265 |
Mark And Anla Cheng Kingdon Fund New York, NY | $181,150,001 | $35,415,082 |
Arbella Insurance Foundation Inc Boston, MA | $24,058,916 | $7,386,813 |
John And Patricia Klingenstein Fund New York, NY | $121,264,191 | $78,254,052 |