HELLER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: HELLER FAMILY FOUNDATION (EIN 87-1803428)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-07-13
IRS object ID: 202311949349101016
Schema version: 2022v5.0
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
Legal Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-07-13T15:21:34-04:00	ReturnTs
Tax Period End	2022-12-31	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 SCHULTZ SHERIDAN & FRITZ	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	2022-01-01	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	2023-06-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DARYL	PersonFirstNm
Person Last	HELLER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID M HERNLEY	PreparerPersonNm
PTIN	P00033509	PTIN
Phone	7175811040	PhoneNum
Preparation	2023-06-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$513	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	$11,280	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$11,280	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$3,457	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$3,457	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,260	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,260	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$150	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$150	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,867	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,867	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,867	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,867	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$413	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$100	CashBOYAmt
Cash EOY	$513	CashEOYAmt
Cash EOYFMV	$513	CashEOYFMVAmt
Total Assets BOY	$100	TotalAssetsBOYAmt
Total Assets EOY	$513	TotalAssetsEOYAmt
Total Assets EOYFMV	$513	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$100	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$513	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$100	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$513	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$100	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$513	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$100	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$413	ExcessRevenueOverExpensesAmt
Subtotal	$513	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$513	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	false	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	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	BARRY RYNEARSON	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	$1,704	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,704	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,704	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,678	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$84	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$84	MinimumInvestmentReturnAmt
Distributable Before Adj	$84	DistributableBeforeAdjAmt
Distributable Before Ded	$84	DistributableBeforeDedAmt
Distributable As Adjusted	$84	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,867	ExpensesAndContributionsAmt
Qualifying Distributions	$10,867	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$84	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$2,460	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,460	TotalExcessDistributionCyovAmt
Qualifying Distributions	$10,867	QualifyingDistributionsAmt
Applied To Current Year	$84	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$10,783	RemainingDistriFromCorpusAmt
Total Corpus	$13,243	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$13,243	ExcessDistriCyovToNextYrAmt
Excess From Year1	$2,460	ExcessFromYear1Amt
Excess From Current Year	$10,783	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HORIZON EMPOWER THE ORPHANED	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 NORTH QUEEN STREET	AddressLine1Txt
Address Line2	SUITE 302	AddressLine2Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17603	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	GENERAL PURPOSE	GrantOrContributionPurposeTxt
Amt	$6,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,000	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	$11,280	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	BSSF - CAMP HILL, PA	CategoryTxt
Amt	$1,260	Amt
Disbursements Charitable Prps	$1,260	DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	MCNEES WALLACE & NURICK	CategoryTxt
Legal Fees	$3,457	LegalFeesAmt
Disbursements Charitable Prps	$3,457	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	HELLER CAPITAL GROUP	PersonNm

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	BCO FILING FEE	CategoryTxt
Amt	$150	Amt
Disbursements Charitable Prps	$150	DisbursementsCharitablePrpsAmt

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