HELLER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HELLER FAMILY FOUNDATION (EIN 87-1803428)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202443179349102039
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T13:03:41-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	251644159	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BROWN PLUS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	454 NEW HOLLAND AVE SUITE 101	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17602	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	871803428	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HELLER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HELL	BusinessNameControlTxt
Phone	7174313162	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	415 N PRINCE STREET SUITE 200	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17603	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DARYL F HELLER	PersonNm
Person Title	PRES/SEC/TREASURER	PersonTitleTxt
Phone	7174313162	PhoneNum
Signature	2024-10-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAUREN FENNER CPA	PreparerPersonNm
PTIN	P02099751	PTIN
Phone	7175811040	PhoneNum
Preparation	2024-10-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$623	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,262,680	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$1,262,680	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$3,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$3,900	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$328	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$328	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,228	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,228	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,258,342	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,258,342	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,262,570	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,262,570	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$110	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$513	CashBOYAmt
Cash EOY	$623	CashEOYAmt
Cash EOYFMV	$623	CashEOYFMVAmt
Total Assets BOY	$513	TotalAssetsBOYAmt
Total Assets EOY	$623	TotalAssetsEOYAmt
Total Assets EOYFMV	$623	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$513	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$623	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$513	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$623	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$513	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$623	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$513	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$110	ExcessRevenueOverExpensesAmt
Subtotal	$623	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$623	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DANA SCHLICKER	IndividualWithBooksNm
Phone	7179790567	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	415 N PRINCE STREET SUITE 200	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17603	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DARYL F HELLER
909 GREENSIDE DRIVE	LITITZ	PA	17543	PRES/SEC/TRE	1.00	$0	$0	$0
CHARLENE R HELLER
909 GREENSIDE DRIVE	LITITZ	PA	17543	DIRECTOR	1.00	$0	$0	$0
ETHAN M HELLER
909 GREENSIDE DRIVE	LITITZ	PA	17543	DIRECTOR	1.00	$0	$0	$0
TAITE M HELLER
909 GREENSIDE DRIVE	LITITZ	PA	17543	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,024	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,024	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$4,024	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$60	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,964	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$198	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$198	MinimumInvestmentReturnAmt
Distributable Before Adj	$198	DistributableBeforeAdjAmt
Distributable Before Ded	$198	DistributableBeforeDedAmt
Distributable As Adjusted	$198	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,262,570	ExpensesAndContributionsAmt
Qualifying Distributions	$1,262,570	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$198	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$2,460	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,783	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$13,243	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,262,570	QualifyingDistributionsAmt
Applied To Current Year	$198	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,262,372	RemainingDistriFromCorpusAmt
Total Corpus	$1,275,615	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$1,275,615	ExcessDistriCyovToNextYrAmt
Excess From Year2	$2,460	ExcessFromYear2Amt
Excess From Year1	$10,783	ExcessFromYear1Amt
Excess From Current Year	$1,262,372	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
HORIZON EMPOWER THE ORPHANED
101 NORTH QUEEN STREET	SUITE 302	LANCASTER	PA	17603	NONE	PC	GENERAL PURPOSE	$1,235,842
THE NEW FOSTER CARE INC
1615 S TELEGRAPH RD		BLOOMFIELD	MI	48302	NONE	PC	GENERAL PURPOSE	$12,500
PRIVATE ENTERPRISE FOUNDATION
900 36TH AVENUE NW	SUITE 202	NORMAN	OK	73072	NONE	PC	GENERAL PURPOSE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,258,342	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HELLER CAPITAL GROUP	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	415 N PRINCE STREET SUITE 200	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17603	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,262,680	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF PREPARATION	$2,300	$2,300
BOOKKEEPING	$1,600	$1,600

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES	$328	$328

Comments