Civic Intelligence

Heller Family Foundation

990PF • Fiscal year 2012 • EIN 33-0540931

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 03, 2013

320 East Glaucus Street92024
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$690,744

Down $1,466 (-0.2%) from 2011

Net Assets

Down

$690,744

Down $1,466 (-0.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$92,028

Up $28,881 (+46%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $759,226Liabilities 2010: $0Net Assets 2010: $759,2262010Assets 2011: $692,210Liabilities 2011: $0Net Assets 2011: $692,2102011Assets 2012: $690,744Liabilities 2012: $0Net Assets 2012: $690,7442012Assets 2013: $618,122Liabilities 2013: $0Net Assets 2013: $618,1222013Assets 2014: $559,477Liabilities 2014: $0Net Assets 2014: $559,4772014Assets 2015: $487,206Liabilities 2015: $0Net Assets 2015: $487,2062015Assets 2016: $372,871Liabilities 2016: $0Net Assets 2016: $372,8712016Assets 2017: $335,264Liabilities 2017: $0Net Assets 2017: $335,2642017Assets 2018: $321,280Liabilities 2018: $0Net Assets 2018: $321,2802018Assets 2019: $264,107Liabilities 2019: $0Net Assets 2019: $264,1072019Assets 2020: $227,370Liabilities 2020: $0Net Assets 2020: $227,3702020Assets 2021: $232,910Liabilities 2021: $0Net Assets 2021: $232,9102021Assets 2022: $223,517Liabilities 2022: $0Net Assets 2022: $223,5172022Assets 2023: $208,997Liabilities 2023: $0Net Assets 2023: $208,9972023Assets 2024: $612,054Liabilities 2024: $0Net Assets 2024: $612,0542024

Highlighted filing

2012

Assets$690,744
Liabilities$0
Net Assets$690,744

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $57,7342010Expenses 2011: $63,1472011Expenses 2012: $92,0282012Revenue 2013: $29,522Expenses 2013: $102,144Net Income 2013: -$72,6222013Revenue 2014: $56,073Expenses 2014: $114,717Net Income 2014: -$58,6442014Revenue 2015: $37,872Expenses 2015: $110,143Net Income 2015: -$72,2712015Revenue 2016: $15,594Expenses 2016: $129,929Net Income 2016: -$114,3352016Revenue 2017: $27,623Expenses 2017: $65,230Net Income 2017: -$37,6072017Revenue 2018: $34,322Expenses 2018: $48,332Net Income 2018: -$14,0102018Revenue 2019: $20,336Expenses 2019: $62,796Net Income 2019: -$42,4602019Revenue 2020: $25,328Expenses 2020: $62,065Net Income 2020: -$36,7372020Revenue 2021: $173,930Expenses 2021: $168,390Net Income 2021: $5,5402021Revenue 2022: $173,023Expenses 2022: $182,416Net Income 2022: -$9,3932022Revenue 2023: $179,250Expenses 2023: $193,771Net Income 2023: -$14,5212023Revenue 2024: $618,263Expenses 2024: $215,206Net Income 2024: $403,0572024

Highlighted filing

2012

Revenue-
Expenses$92,028
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 3, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERROLD HELLERPresPT$0--
STEPHEN HELLERVice Pres-$0--
RACHEL H MILLERSec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSYRACUSE UNIVERSITYGENERAL USENON-PROFITSYRACUSE, NY, US$60,000
Paid GrantMAINLY MOZARTGENERAL USENON-PROFITSAN DIEGO, CA, US$24,800
Paid GrantNEW YORK UNIVERSITY SCHOOL OF MEDICINEGENERAL USENON-PROFITNEW YORK, NY, US$2,000
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGYGENERAL USENON-PROFITCAMBRIDGE, MA, US$1,000
Paid GrantUNITED JEWISH FEDERATIONGENERAL USENON-PROFITSAN DIEGO, CA, US$1,000
Paid GrantAMERICAN CANCER SOCIETYGENERAL USENON-PROFITSAN DIEGO, CA, US$400
Filing and Contact Details

Filer

EIN
33-0540931
Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFees/Amount02121
AccountingFeesSchedule/AccountingFees/Category0HUN2N, INC.
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02121
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis097509
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis18600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02004-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired11993-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0112110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice154800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0PF CHANGS STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1COLGATE-PALMOLIVE STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet014601
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet146200
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0250000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0231043
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0VANGUARD GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue034401
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue283599
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue399154
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue499929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0235312
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV268893
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1467
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0166910
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss028
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome026932
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0297
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome029760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm02828
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IRS990PF/BalanceSheets/CapitalStockBOY0692211
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0692211
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1467
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0690744
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0692211
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted053528
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj053528
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IRS990PF/DistributableAmount/MinimumInvestmentReturn053797
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0269
IRS990PF/DistributableAmount/TotalTax0269
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01124161
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01092329
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances060955
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01031374
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable016385
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn053797
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01075944
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01092329
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0010.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JERROLD HELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1STEPHEN HELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RACHEL H MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SEC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10320 E GLAUCUS ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11320 E CLAUCUS ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12320 E GLAUCUS ST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ENCINITAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ENCINITAS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092024
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets062743
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.054461
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INTEREST GENERATED FROM INVESTMENT ACCOUNTS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1DIVIDENDS GENERATED FROM INVESTMENT ACCOUNTS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2CAPITAL GAINS/LOSSES GENERATED FROM INVESTMENT ACCOUNTS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08583446535
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 231030
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092023
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0n/a
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear302011
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0Jerrold Heller
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount024800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount160000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MAINLY MOZART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SYRACUSE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MASSACHUSETTS INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13NEW YORK UNIVERSITY SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15UNITED JEWISH FEDERATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102802 JUAN STREET 29
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11820 COMSTOCK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12238 MAIN STREET 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13ONE PARK AVENUE 17TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142655 CAMINO DEL RIO N 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151450 MURPHY CANYON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SYRACUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113244
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202142
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode592123
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0None
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear089200
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear053528
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted053528
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108524
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear207846
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3042118
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear096988
IRS990PF/UndistributedIncome/ExcessFromCurrentYear038500
IRS990PF/UndistributedIncome/ExcessFromYear108524
IRS990PF/UndistributedIncome/ExcessFromYear207846
IRS990PF/UndistributedIncome/ExcessFromYear3042118
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302010
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome01475
IRS990PF/UndistributedIncome/QualifyingDistributions092028
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus038500
IRS990PF/UndistributedIncome/TaxableAmount101475
IRS990PF/UndistributedIncome/TotalCorpus096988
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover058488
IRS990PF/UndistributedIncome/TotalForPriorYears01475
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0218
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1192
OtherExpensesSchedule/OtherExpenses/Description0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0218
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1192
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0218
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1192
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0218
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1192
TaxesSchedule/Taxes/AdjustedNetIncome0287
TaxesSchedule/Taxes/AdjustedNetIncome110
TaxesSchedule/Taxes/Amount0287
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/Category1CA Fees
TaxesSchedule/Taxes/DisbursementsCharitablePrps0287
TaxesSchedule/Taxes/DisbursementsCharitablePrps110
TaxesSchedule/Taxes/NetInvestmentIncome0287
TaxesSchedule/Taxes/NetInvestmentIncome110
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330540931
ReturnHeader/Filer/Name/BusinessNameLine10HELLER FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0HELL
ReturnHeader/Filer/Phone08583446535
ReturnHeader/Filer/USAddress/AddressLine10320 EAST GLAUCUS STREET
ReturnHeader/Filer/USAddress/City0ENCINITAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092024
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-03
ReturnHeader/Officer/Name0JERROLD A HELLER
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-06-03
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HUN2N Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 231030
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ENCINITAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092023
ReturnHeader/Preparer/Name0Robert Huntoon
ReturnHeader/Preparer/Phone08583446535
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-03T10:03:10-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$6.18$2.15$4.03
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.79$1.94$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.73$1.82$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.74$1.68$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.25$0.62$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.20$0.63$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.34$0.48$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.28$0.65$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.16$1.30$1.14
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.38$1.10$0.72
2014Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.56$1.15$0.59
2013Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.30$1.02$0.73
2012Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.92
2011Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.63
2010Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.58