AUMdb

Heller Family Foundation

EIN 330540931 · 501(c)(3) · Private foundation · Carlsbad, CA · recognized 1993

Assets
$4.6M
Revenue
$618K
Expenses
$215K
Investment income
$31.2K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jerrold Heller Director $0 $0
Stephen Heller President $0 $0
Rachel H Miller Sec $0 $0