STRATEGY STUDIO / PUBLIC DATA EXPLORER

HELLER FAMILY FOUNDATION INC

Cite this

Plain text HELLER FAMILY FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2019–2024. https://strategystudio.org/org/522034432. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). HELLER FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/522034432

MLA “HELLER FAMILY FOUNDATION INC.” Strategy Studio, tax years 2019–2024, https://strategystudio.org/org/522034432. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2019–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue -$31K · expenses $111K · assets $1.0M

EIN
52-2034432
Address
1344 CARNTON LN, FRANKLIN, TN 37064-3258
NTEE code
T22Z
Subsection
501(c)(3)
Ruling year
1997
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Roderick Heller Iii SECRETARY2019-2024 1 $0 reported 1
Elizabeth Anne Heller CHAIRMAN OF THE BOARD2019-2024 0 $0 reported 1
Carolynn Ayres Heller PRESIDENT2019-2024 0 $0 reported 1
Roderick Heller Iv TREASURER2019-2024 0 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODERICK HELLER III SECRETARY1 $0-$0 $01
ELIZABETH ANNE HELLER CHAIRMAN OF THE BOARD0 $0-$0 $01
CAROLYNN AYRES HELLER PRESIDENT0 $0-$0 $01
RODERICK HELLER IV TREASURER0 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODERICK HELLER III SECRETARY1 $0-$0 $01
ELIZABETH ANNE HELLER CHAIRMAN OF THE BOARD0 $0-$0 $01
CAROLYNN AYRES HELLER PRESIDENT0 $0-$0 $01
RODERICK HELLER IV TREASURER0 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODERICK HELLER III SECRETARY1 $0-$0 $01
ELIZABETH ANNE HELLER CHAIRMAN OF THE BOARD0 $0-$0 $01
CAROLYNN AYRES HELLER PRESIDENT0 $0-$0 $01
RODERICK HELLER IV TREASURER0 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODERICK HELLER III DIRECTOR2 $0-$0 $01
ELIZABETH ANNE HELLER DIRECTOR2 $0-$0 $01
CAROLYNN AYRES HELLER DIRECTOR2 $0-$0 $01
RODERICK HELLER IV DIRECTOR2 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODERICK HELLER III DIRECTOR2 $0-$0 $01
ELIZABETH ANNE HELLER DIRECTOR2 $0-$0 $01
CAROLYNN AYRES HELLER DIRECTOR2 $0-$0 $01
RODERICK HELLER IV DIRECTOR2 $0-$0 $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RODERICK HELLER III DIRECTOR2 $0-$0 $01
ELIZABETH ANNE HELLER DIRECTOR2 $0-$0 $01
CAROLYNN AYRES HELLER DIRECTOR2 $0-$0 $01
RODERICK HELLER IV DIRECTOR2 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 15 grants to organizations · $88K
2023 · 19 grants to organizations · $123K
2022 · 16 grants to organizations · $93K
2021 · 14 grants to organizations · $72K
2020 · 13 grants to organizations · $85K
2019 · 17 grants to organizations · $99K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
-$31,121$110,827 $1,039,698$1,039,698 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$35,923$140,384 $1,199,780$1,199,780 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$39,164$102,058 $1,305,561$1,305,561 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$39,497$83,611 $1,323,281$1,323,281 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$49,552$99,442 $1,384,863$1,384,863 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$55,273$106,550 $1,437,240$1,437,240 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HACKER AND KITTY CALDWELL FAMILY FOUNDATION INCTNT22 -$39,077$183,516 PRESIDENT/BOARD MEMBER$0 Same NTEE code T22, revenue within 2x, same state, similar name
THOMAS JAMES POLEN FOUNDATIONTNT22 -$2,701$116 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
FENTRESS COUNTY EDUCATION AND COMMUNITY ENHANCEMENT FOUNDATIONTNT22 -$13,582$56,452 Executive Director$0 Same NTEE code T22, revenue within 2x, same state
ZUZUS PETALS INCTNT22 -$25,583$53,000 MANAGING MEMBER$0 Same NTEE code T22, revenue within 2x, same state
HSU FAMILY FOUNDATION INCFLT22 -$3,260,160$203,515 PRESIDENT/TR$0 Same NTEE code T22, revenue within 2x, similar name
KELLEHER FAMILY FOUNDATION INCPAT22 -$410,649$596,303 Chairman$0 Same NTEE code T22, revenue within 2x, similar name
HITT FAMILY FOUNDATION INCFLT22 -$24,069$19,200 President$0 Same NTEE code T22, revenue within 2x, similar name
FOLEY FAMILY FOUNDATION INCMDT22 -$15,240$27,550 VICE PRESIDENT, TREASURER & DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
BECKER FAMILY FOUNDATION INCFLT22 -$9,275$43,234 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
KAGAN FAMILY FOUNDATION INCNYT22 -$118,810$43,732 President$0 Same NTEE code T22, revenue within 2x, similar name
STAGG FAMILY FOUNDATION INCNYT22 -$1,143$300,247 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
SMEENK FAMILY FOUNDATION INCNYT22 -$115,214$83,673 President$0 Same NTEE code T22, revenue within 2x, similar name
DANIAL FAMILY FOUNDATION INCFLT22 -$2,821$315,541 President$0 Same NTEE code T22, revenue within 2x, similar name
MIZRAHIE FAMILY FOUNDATION INCCAT22 -$6,434$57,801 CEO$0 Same NTEE code T22, revenue within 2x, similar name
GREENSPAN FAMILY FOUNDATION INCFLT22 -$14,471$19,893 PRES/TREAS$0 Same NTEE code T22, revenue within 2x, similar name
THE GLOCKNER FAMILY FOUNDATION INCOHT22 -$2,086,309$434,776 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
GARTHWAITE FAMILY FOUNDATION INCFLT22 -$27,694$60,070 PRES./TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
JWJ FAMILY FOUNDATIONWYT22 -$112,325$193,096 TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
LAN FAMILY FOUNDATIONFLT22 -$15,365$35,453 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
CUI FAMILY FOUNDATIONCAT22 -$61,548$13,925 CEO$0 Same NTEE code T22, revenue within 2x, similar name
WICKER FAMILY FOUNDATIONFLT22 -$16,744$19,052 PRESIDENT$12,000 Same NTEE code T22, revenue within 2x, similar name
BOYD FAMILY FOUNDATIONCTT22 -$21,422$18,141 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
DAHM FAMILY FOUNDATIONWAT22 -$9,738$107,500 President$0 Same NTEE code T22, revenue within 2x, similar name
WENG FAMILY FOUNDATIONDET22 -$531,541$392,353 Co- Pres, Dir, Treas$0 Same NTEE code T22, revenue within 2x, similar name
NESS FAMILY FOUNDATIONCOT22 -$417,230$49,500 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FRAYDUN FOUNDATION INC Private foundation$150,0001 12023–2023 DANIAL FAMILY FOUNDATION INC
ROE FOUNDATION INC Private foundation$40,0001 12023–2023 DANIAL FAMILY FOUNDATION INC
BEESLEY FAMILY FOUNDATION Private foundation$5,0001 12021–2021 SJINC FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $110,827 spent · pay $0 · grants $88,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $88,000 79.4%
Fees: accounting $8,660 7.8%
Interest $8,116 7.3%
Other expenses $5,036 4.5%
Fees: legal $897 0.8%
Taxes $118 0.1%
Total$110,827100%

View the filing

2023 · Form 990PF · $140,384 spent · pay $0 · grants $122,988 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $122,988 87.6%
Fees: accounting $6,470 4.6%
Interest $4,359 3.1%
Other expenses $4,262 3.0%
Fees: legal $2,279 1.6%
Taxes $26 0.0%
Total$140,384100%

View the filing

2022 · Form 990PF · $102,058 spent · pay $0 · grants $93,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $93,000 91.1%
Fees: accounting $4,725 4.6%
Fees: legal $1,887 1.8%
Interest $1,375 1.3%
Other expenses $782 0.8%
Taxes $289 0.3%
Total$102,058100%

View the filing

2021 · Form 990PF · $83,611 spent · pay $0 · grants $71,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $71,500 85.5%
Fees: accounting $4,295 5.1%
Interest $3,501 4.2%
Other expenses $2,828 3.4%
Fees: legal $1,172 1.4%
Taxes $315 0.4%
Total$83,611100%

View the filing

2020 · Form 990PF · $99,442 spent · pay $0 · grants $85,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $85,000 85.5%
Fees: accounting $4,050 4.1%
Interest $3,995 4.0%
Other expenses $3,819 3.8%
Taxes $2,226 2.2%
Fees: legal $352 0.4%
Total$99,442100%

View the filing

2019 · Form 990PF · $106,550 spent · pay $0 · grants $99,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $99,000 92.9%
Fees: accounting $3,820 3.6%
Fees: legal $1,777 1.7%
Taxes $1,538 1.4%
Interest $415 0.4%
Total$106,550100%

View the filing