Heller Family Foundation Inc
- Assets
- $1.2m
- Revenue
- $35.9k
- Investments
- $1.2m
- Employees
- 0
- Location
- Franklin, TN
- Founding
- 07/1997
- Data as of
- 12/2023
- EIN
- 52-2034432
Organization Overview
Heller Family Foundation Inc is located in Franklin, TN. The organization was established in 1997. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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 Family Foundation Inc 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 12/2023, Heller Family Foundation Inc generated $35.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (10.2%) each year. All expenses for the organization totaled $140.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Heller Family Foundation Inc has awarded 79 individual grants totaling $471,488. 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 |
|---|---|---|---|
Roderick Heller III Secretary | 1.25 | $0 | |
Elizabeth Anne Heller Chairman Of The Board | 0.25 | $0 | |
Carolynn Ayres Heller President | 0.25 | $0 | |
Roderick Heller IV Treasurer | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,533 |
| Dividends & Interest | $24,976 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $29,170 |
| Capital Gain Net Income | $29,170 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$19,756 |
| Total Revenue | $35,923 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $4,359 |
| Taxes | $26 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,262 |
| Total operating and administrative expenses | $17,396 |
| Contributions, gifts, grants paid | $122,988 |
| Total expenses and disbursements | $140,384 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $29,989 |
| 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 | $466,882 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,199,780 |
| 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 Family Foundation Inc has awarded $122,988 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
THE PARTNERS PROGRAM AT COLLEGE PREP PURPOSE: GENERAL USE | $3,500 |
THE ROLAND PARK COMMUNITY FOUNDATION PURPOSE: GENERAL USE | $10,000 |
UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION PURPOSE: GENERAL USE | $2,000 |
BATTLE OF FRANKLIN TRUST INC PURPOSE: GENERAL USE | $38,988 |
ASIAN HEALTH SERVICES PURPOSE: GENERAL USE | $1,000 |
DESTINY ARTS CENTER PURPOSE: GENERAL USE | $1,000 |