Civic Intelligence

Heller Family Foundation

990PF • Fiscal year 2018 • EIN 33-0540931

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 04, 2019

Organization Profile
320 East Glaucus StreetEncinitas, CA 92024

(858) 344-6535

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$321,280

Down $13,984 (-4.2%) from 2017

Net Assets

Down

$321,280

Down $13,984 (-4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$34,322

Up $6,699 (+24%) from 2017

Expenses

Down

$48,332

Down $16,898 (-26%) from 2017

Net Income

Up

-$14,010

Up $23,597 (+63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2018

Assets$321,280
Liabilities$0
Net Assets$321,280
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

2018

Revenue$34,322
Expenses$48,332
Net Income-$14,010
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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 GrantPlanned Parenthood Pacific SouthwestGeneral Use-San Diego, CA, US$25,000
Paid GrantMainly MozartConsert Sponshorship-San Diego, CA, US$10,000
Paid GrantSyracuse UniversityFellowships and General Use-Syracuse, NY, US$10,000
Filing and Contact Details

Filer

Filer Name
Heller Family Foundation
EIN
33-0540931
Phone
8583446535
Address
320 EAST GLAUCUS STREET, ENCINITAS, CA 92024

Signing Officer

Name
Jerrold Heller
Title
President
Signed
2019-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Hun2n Inc
Address
PO Box 130655, Carlsbad, CA 92013
Preparer
Robert Huntoon
Phone
8583446535
Raw XML Appendix303 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02000
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HUN2N, INC.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt071475
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt061313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt370129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0266650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1406290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2619807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3700360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COLGATE-PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ANTHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FISERV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt025937
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt08385
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt034322
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034322
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt022605
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08385
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt025937
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025937
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025937
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14010
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt039709
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08385
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt048332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt034322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03332
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03332
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03332
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02005-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01292 Shares of XEROX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08385
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14010
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0321280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0335290
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0321280
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096036
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096036
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096036
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt096656
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0620
IRS990PF/DistributableAmountGrp/TotalTaxAmt0620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0638
IRS990PF/FMVAssetsEOYAmt02090156
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018422
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035736
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035736
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt071475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt071475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt061313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0245393
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0214069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01993107
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0335290
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0321280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0335290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0321280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02090156
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0335290
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0321280
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0335290
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0321280
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01962554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027079
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029438
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01935475
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096656
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01933116
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01962554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERROLD HELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN HELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RACHEL H MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0320 E GLAUCUS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1320 E CLAUCUS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2320 E GLAUCUS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENCINITAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ENCINITAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ENCINITAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292024
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0148833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0149143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt065230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0129694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0109857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0114213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0101900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.076991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.037792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.096865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.076937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.087798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.085564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01933116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01726035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01338920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01427885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01300865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01190915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt048332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.384956
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt048332
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt048332
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt048332
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDENDS GENERATED FROM INVESTMENT ACCOUNTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CAPITAL GAINS GENERATED FROM SALE OF PUBLICALLY TRADED INVESTMENTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02009
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02010
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02011
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 130655
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARLSBAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092013
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HUN2N INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum08583446535
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jerrold Heller
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Consert Sponshorship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Fellowships and General Use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Planned Parenthood Pacific Southwest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Mainly Mozart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Syracuse University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01075 Camino Del Rio South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1444 West Beach Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2820 Comstock Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Syracuse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213244
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048332
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047704
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0147569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt063218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045316
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048332
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0147569
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0195273
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0861
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0861
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0861
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0861
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0471
TaxesSchedule/TaxesDetail/Amt0471
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0471
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0471
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerrold Heller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0330540931
ReturnHeader/Filer/PhoneNum08583446535
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 EAST GLAUCUS STREET
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06552B7B4DDBCFC86A641A05CBEF8E4C7A3C486B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06552B7B4DDBCFC86A641A05CBEF8E4C7A3C486B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.132.72.203
ReturnHeader/FilingSecurityInformation/IPDt02019-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm020:27:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hun2n Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 130655
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092013
ReturnHeader/PreparerPersonGrp/PhoneNum08583446535
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Huntoon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-04T01:53:55-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,280
Liabilities
$0
Net assets
$321,280
Revenue
$34,322
Expenses
$48,332
Net income
-$14,010
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