The California State Capitol
Foundation Lookup

Form 990-PFTax year 2025EIN 33-0540931

Heller Family Foundation

A private foundation in Carlsbad, CA. Its return for tax year 2025 lists 5 grants and $221,500 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $221,500

    Grants listed
    5
    Assets, end of year
    $206,166

  • Tax year 2024

    $212,210

    Grants listed
    6
    Assets, end of year
    $612,054

  • Tax year 2023

    $190,000

    Grants listed
    5
    Assets, end of year
    $208,997

  • Tax year 2022

    $180,000

    Grants listed
    5
    Assets, end of year
    $223,517

  • Tax year 2021

    $165,000

    Grants listed
    5
    Assets, end of year
    $232,910

  • Tax year 2020

    $59,600

    Grants listed
    4
    Assets, end of year
    $227,370

  • Tax year 2019

    $60,000

    Grants listed
    2
    Assets, end of year
    $264,107

  • Tax year 2018

    $45,000

    Grants listed
    3
    Assets, end of year
    $321,280

Grants paid in 2025

5 grants, largest first

As listed on the return.

  1. Lucky Duck FoundationSan Diego, CA

    General use

    $120,000
  2. Planned ParenthoodSan Diego, CA

    General use

    $56,500
  3. North County LBGTQ ResourseOceanside, CA

    General use

    $30,000
  4. University of the PacificStockton, CA

    General use

    $10,000
  5. Be Well Therapy (yoga for Cancer)Oceanside, CA

    General use

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Medical research1 grant $120,00092% of the total
  2. Education1 grant $10,0008% of the total

By State

Grants to organizations with a US address, latest year.

  1. California5 grants $221,500

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Rachel H MillerSEC Hours 0Pay $0
  • Stephen HellerPRESIDENT Hours 0.5Pay $0

The return

More foundations

Similar foundations

Same main cause (medical research), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Edward J Daly FoundationOakland, CA 18 grants Preselected only $193,500 giving
  2. Lucy Perricone Family FoundationLa Quinta, CA 15 grants Preselected only $255,000 giving
  3. Richard Dunn Family FoundationLos Angeles, CA 44 grants Preselected only $258,300 giving
  4. Albert and Joan Dorman Family FoundationPacific Palisades, CA 37 grants Accepts applications $185,375 giving
  5. The Big D FoundationAlbany, CA 1 grant Preselected only $185,000 giving