H A HELLER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
H A HELLER FOUNDATION INC (EIN 22-3752079)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202513099349101661
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-05T13:42:55-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872429333PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEALTHSPRING FINANCIAL PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 HORSENECK RD STE 201AddressLine1Txt
CityMONTVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223752079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H A HELLER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O HANES A HELLERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAHEBusinessNameControlTxt
Phone9732631072PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 LENAPE DRIVEAddressLine1Txt
CityMONTVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07045ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHANES A HELLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9732631072PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH WARREN POLICASTRO CPAPreparerPersonNm
PTINP01931627PTIN
Phone9732990444PhoneNum
Preparation2025-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$535,041FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,377DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,377DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$20,533NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,533CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$355NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$35,910TotalRevAndExpnssAmt
Total Net Invst Incm$35,910TotalNetInvstIncmAmt
Total Adj Net Incm$15,732TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$366TaxesRevAndExpnssAmt
Taxes Net Invst Incm$366TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$366TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,625ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,625ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,091TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$366TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$819ExcessRevenueOverExpensesAmt
Net Investment Income$35,544NetInvestmentIncomeAmt
Adjusted Net Income$15,732AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,405CashBOYAmt
Cash EOY$52,025CashEOYAmt
Cash EOYFMV$52,025CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,631SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,547SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,547SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$404,477CorporateStockBOYAmt
Corporate Stock EOY$360,760CorporateStockEOYAmt
Corporate Stock EOYFMV$461,469CorporateStockEOYFMVAmt
Total Assets BOY$433,513TotalAssetsBOYAmt
Total Assets EOY$434,332TotalAssetsEOYAmt
Total Assets EOYFMV$535,041TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$433,513NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$434,332NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$433,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$434,332TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$433,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$434,332TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$433,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$819ExcessRevenueOverExpensesAmt
Subtotal$434,332SubtotalAmt
Tot Net Ast Or Fund Balances EOY$434,332TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING- SEE ATTACHEDP$4,952$4,597$355$355
PERSHING- SEE ATTACHEDP$60,862$46,252$14,610$14,610
PERSING- SEE ATTACHEDP$2,917$911$2,006$2,006
FieldValueIRS element (for citing)
Capital Gain Net Income$20,533CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$355NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$494InvestmentIncomeExciseTaxAmt
Subtotal$494SubtotalAmt
Tax Based On Investment Income$494TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$438EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$438TotalPaymentsAndCreditsAmt
Tax Due$56TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHANES A HELLERIndividualWithBooksNm
Phone9732631072PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 LENAPE DRAddressLine1Txt
CityMONTVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07045ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HANES A HELLER
3 LENAPE DRMONTVILLENJ07045PRESIDENT000.00$0$0$0
PATRICIA R HELLER
3 LENAPE DRIVEMONTVILLENJ07045OFFICER000.00$0$0$0
HANES A HELLER JR
3 LENAPE DRIMONTILLENJ07045OFFICER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$461,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,304AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$512,773TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$512,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,692CashDeemedCharitableAmt
Net Vl Noncharitable Assets$505,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,254MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,254MinimumInvestmentReturnAmt
Tax Based On Investment Income$494TaxBasedOnInvestmentIncomeAmt
Total Tax$494TotalTaxAmt
Distributable Before Adj$24,760DistributableBeforeAdjAmt
Distributable Before Ded$24,760DistributableBeforeDedAmt
Distributable As Adjusted$24,760DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,625ExpensesAndContributionsAmt
Qualifying Distributions$33,625QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,760DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,518ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,238ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,255ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,773ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$162,784TotalExcessDistributionCyovAmt
Qualifying Distributions$33,625QualifyingDistributionsAmt
Applied To Current Year$24,760AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,865RemainingDistriFromCorpusAmt
Total Corpus$171,649TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,518ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$143,131ExcessDistriCyovToNextYrAmt
Excess From Year4$36,238ExcessFromYear4Amt
Excess From Year3$60,255ExcessFromYear3Amt
Excess From Year2$32,000ExcessFromYear2Amt
Excess From Year1$5,773ExcessFromYear1Amt
Excess From Current Year$8,865ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHANES A HELLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
YALE UNIVERSITY
265 CHURCH ST PO BOX 2038NEW HAVENCT06521DONATION$1,075
BATTLE OF FRANKLIN TRUST
1345 EASTERN FLANK CIRFRANKLINTN37064DONATION$5,000
NAT'NLL TRUST HISTORIC PRESERVATN
1785 MASSACHUSETTS AV NWWASHINGTONDC20036DONATION$1,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST 11TH FLOORNEW YORKNY10011DONATION$3,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037DONATION$2,500
NATURE CONSERVANCY
4245 FAIRFAX DRARLINGTONVA22203DONATION$2,500
THE LAND CONSERVANCY OF NEW JERSEY
19 BOONTON AVENUEBOONTONNJ07005DONATION$2,500
AMERICAN BATTLEFIELD TRUST
1331 H STREETWASHINGTONDC20005DONATION$4,500
AMERICAN ASSO OF UNIVERSITY WOMEN
1111 SIXTEENTH ST NWWASHINGTONDC20036DONATION$100
MARKET STREET MISSION
9 MARKET STMORRISTOWNNJ07960DONATION$1,000
MONTVILLE FIRE DEPARTMENT
101 MAIN RDMONTVILLENJ07045DONATION$250
MONTVILLE FIRST AID SQUAD
137 CHANGEBRIDGE RDMONTVILLENJ07045DONATION$500
SOUTH CAROLINA CHILDRENS CHARITIES
134 TURNBERRY DRANDERSONSC29621DONATION$5,000
MONTVILLE PBA
360 MAIN RDMONTVILLENJ07045DONATION$100
MONTVILLE HISTORICAL SOCIETY
6 TAYLORTOWN RDMONTVILLENJ07045DONATION$100
FOUNDATION FOR MORRISTOWN MEDICAL
310 SOUTH STREETMORRISTOWNNJ07960DONATION$1,000FOURTH FLOOR
HUMANE SOCIETY
2100 L STREETWASHINGTONDC20037DONATION$1,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10168DONATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,625TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,377RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,533RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,910RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,910TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWEALTHSPRING FINANCIAL PARTNERSCategoryTxt
Amt$1,100Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBROKERAGE - PERSHING LLCStockNm
EOY Book Value$360,760EOYBookValueAmt
EOYFMV$461,469EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID ON DIVIDENDS$140$140
990 PF 2022 TAX PAID IN 2023$226$226

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