The Tennessee State Capitol

Form 990-PFTax year 2024EIN 52-2034432

The Heller Family Foundation

A private foundation in Franklin, TN. Its return for tax year 2024 lists 15 grants and $88,000 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), 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

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $88,000

    Grants listed
    15
    Assets, end of year
    $1,039,698
  • Tax year 2023

    $122,988

    Grants listed
    19
    Assets, end of year
    $1,199,780
  • Tax year 2022

    $93,000

    Grants listed
    16
    Assets, end of year
    $1,305,561
  • Tax year 2021

    $71,500

    Grants listed
    14
    Assets, end of year
    $1,323,281
  • Tax year 2020

    $85,000

    Grants listed
    13
    Assets, end of year
    $1,384,863
  • Tax year 2019

    $99,000

    Grants listed
    17
    Assets, end of year
    $1,437,240

Grants paid in 2024

15 grants, largest first

As listed on the return.

  1. Princeton UniversityPrinceton, NJ

    General use

    $25,000
  2. Tampa Museum of ArtTampa, FL

    General use

    $15,000
  3. Cumberland UniversityLebanon, TN

    General use

    $10,000
  4. The Roland Park Community FoundationBaltimore, MD

    General use

    $10,000
  5. Fund for the City of New York - Power of TwoNew York, NY

    General use

    $5,000
  6. Franklin's ChargeFranklin, TN

    General use

    $5,000
  7. Rise Education FundSherman Oaks, CA

    General use

    $5,000
  8. The Partners Program at College PrepOakland, CA

    General use

    $3,500
  9. Equal Chance for EducationNashville, TN

    General use

    $2,500
  10. UCSF Benioff Children's Hospitals FoundationSan Francisco, CA

    General use

    $2,000
  11. Montclair Presbyterian ChurchOakland, CA

    General use

    $1,000
  12. African American Heritage SocietyFranklin, TN

    General use

    $1,000
  13. The Phillips CollectionWashington, DC

    General use

    $1,000
  14. Asian Health ServicesOakland, CA

    General use

    $1,000
  15. East Bay Asian Youth CenterOakland, CA

    General use

    $1,000

Where the money goes

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

  1. Education2 grants $27,50053% of the total
  2. Environment2 grants $15,00029% of the total
  3. Philanthropy and grantmaking1 grant $5,00010% of the total
  4. Arts and culture2 grants $2,0004% of the total
  5. Health1 grant $1,0002% of the total
  6. Youth development1 grant $1,0002% of the total

By State

Grants to organizations with a US address, latest year.

  1. New Jersey1 grant $25,000
  2. Tennessee4 grants $18,500
  3. Florida1 grant $15,000
  4. California6 grants $13,500
  5. Maryland1 grant $10,000
  6. New York1 grant $5,000
  7. District of Columbia1 grant $1,000

Officers, directors and trustees

4 people as filed

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

  • Roderick Heller IIISECRETARY Hours 1.25Pay $0
  • Elizabeth Anne HellerCHAIRMAN OF THE BOARD Hours 0.25Pay $0
  • Carolynn Ayres HellerPRESIDENT Hours 0.25Pay $0
  • Roderick Heller IVTREASURER Hours 0.5Pay $0

The return

More foundations

Similar foundations

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

  1. Urologic Cancer FoundationFranklin, TN 8 grants Preselected only $172,400 giving
  2. Robinson Family Foundation IncFranklin, TN 9 grants Preselected only $39,150 giving
  3. The Pfeffer FoundationOak Hill, TN 47 grants Preselected only $86,090 giving
  4. Corinne T Woolard FoundationBrentwood, TN 3 grants Preselected only $90,000 giving
  5. The David FoundationBrentwood, TN 8 grants Preselected only $85,000 giving