H A HELLER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: H A HELLER FOUNDATION INC (EIN 22-3752079)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-08-10
IRS object ID: 202602229349100955
Schema version: 2025v4.0
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-08-10T10:12:53-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	872429333	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEALTHSPRING FINANCIAL PARTNERS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	115 HORSENECK RD STE 201	AddressLine1Txt
City	MONTVILLE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07045	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223752079	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	H A HELLER FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O HANES A HELLER	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	HAHE	BusinessNameControlTxt
Phone	9732631072	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 LENAPE DRIVE	AddressLine1Txt
City	MONTVILLE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07045	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HANES A HELLER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9732631072	PhoneNum
Signature	2026-07-28	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH WARREN POLICASTRO CPA	PreparerPersonNm
PTIN	P01931627	PTIN
Phone	9732990444	PhoneNum
Preparation	2026-08-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$500,721	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$16,674	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,674	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$16,674	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,134	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,822	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,134	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$22,808	TotalRevAndExpnssAmt
Total Net Invst Incm	$22,808	TotalNetInvstIncmAmt
Total Adj Net Incm	$16,674	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,100	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$627	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$627	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,727	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$627	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$19,070	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$19,070	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$20,797	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$627	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$19,070	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,011	ExcessRevenueOverExpensesAmt
Net Investment Income	$22,181	NetInvestmentIncomeAmt
Adjusted Net Income	$16,674	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$52,025	CashBOYAmt
Cash EOY	$19,855	CashEOYAmt
Cash EOYFMV	$19,855	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$21,547	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,387	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,387	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$360,760	CorporateStockBOYAmt
Corporate Stock EOY	$415,101	CorporateStockEOYAmt
Corporate Stock EOYFMV	$479,479	CorporateStockEOYFMVAmt
Total Assets BOY	$434,332	TotalAssetsBOYAmt
Total Assets EOY	$436,343	TotalAssetsEOYAmt
Total Assets EOYFMV	$500,721	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$434,332	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$436,343	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$434,332	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$436,343	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$434,332	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$436,343	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$434,332	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,011	ExcessRevenueOverExpensesAmt
Subtotal	$436,343	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$436,343	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	VANGUARD INTL- EQUITY INDEX FDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2017-10-12	AcquiredDt
Sold	2025-06-05	SoldDt
Gross Sales Price	$2,980	GrossSalesPriceAmt
Cost Or Other Basis	$2,688	CostOrOtherBasisAmt
Gain Or Loss	$292	GainOrLossAmt
Gains Minus Excess Or Losses	$292	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,134	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$308	InvestmentIncomeExciseTaxAmt
Subtotal	$308	SubtotalAmt
Tax Based On Investment Income	$308	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$500	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$500	TotalPaymentsAndCreditsAmt
Overpayment	$192	OverpaymentAmt
Applied To ES Tax	$192	AppliedToESTaxAmt

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	NJ	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	HANES A HELLER	IndividualWithBooksNm
Phone	9732631072	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 LENAPE DR	AddressLine1Txt
City	MONTVILLE	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07045	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 (3 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
HANES A HELLER
3 LENAPE DR	MONTVILLE	NJ	07045	PRESIDENT	000.00	$0	$0	$0
PATRICIA R HELLER
3 LENAPE DRIVE	MONTVILLE	NJ	07045	OFFICER	000.00	$0	$0	$0
HANES A HELLER JR
3 LENAPE DRI	MONTILLE	NJ	07045	OFFICER	000.00	$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	$479,479	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$47,407	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$526,886	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$526,886	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,903	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$518,983	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$25,949	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$25,949	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$308	TaxBasedOnInvestmentIncomeAmt
Total Tax	$308	TotalTaxAmt
Distributable Before Adj	$25,641	DistributableBeforeAdjAmt
Distributable Before Ded	$25,641	DistributableBeforeDedAmt
Distributable As Adjusted	$25,641	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$19,070	ExpensesAndContributionsAmt
Qualifying Distributions	$19,070	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$25,641	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$36,238	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$60,255	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$32,000	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,773	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$8,865	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$143,131	TotalExcessDistributionCyovAmt
Qualifying Distributions	$19,070	QualifyingDistributionsAmt
Applied To Current Year	$19,070	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$6,571	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$6,571	ExcessDistributionCyovAppCYAmt
Total Corpus	$136,560	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$29,667	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$106,893	ExcessDistriCyovToNextYrAmt
Excess From Year4	$60,255	ExcessFromYear4Amt
Excess From Year3	$32,000	ExcessFromYear3Amt
Excess From Year2	$5,773	ExcessFromYear2Amt
Excess From Year1	$8,865	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	HANES A HELLER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GRINNELL COLLEGE
115 8TH AVE	GRINNELL COLLEGE	IA	50112	PC	DONATION	$500
WNYC RADIO
ONE CENTRE ST	NEW YORK	NY	10007	PC	DONATION	$1,470
COMMUNITY FOOD BANK OF NEW JERSEY
EVANS TERMINAL ROAD	HILLSIDE	NJ	07205	PC	DONATION	$5,000
AMERICAN ASSO OF UNIVERSITY WOMEN
1111 SIXTEENTH ST NW	WASHINGTON	DC	20036	PC	DONATION	$100
NATIONAL PARKS CONSERVATION ASSOC
1300 19TH STR NW	WASHINGTON	DC	20036	PC	DONATION	$5,000
MONTVILLE FIRST AID SQUAD
137 CHANGEBRIDGE RD	MONTVILLE	NJ	07045	PC	DONATION	$1,000
FOUNDATION FOR MORRISTOWN MEDICAL
475 SOUTH STREET	MORRISTOWN	NJ	07960	PC	DONATION	$1,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND ST	NEW YORK	NY	10168	PC	DONATION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$19,070	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$16,674	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$6,134	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$22,808	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$22,808	TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	WEALTHSPRING FINANCIAL PARTNERS	CategoryTxt
Amt	$1,100	Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	BROKERAGE - PERSHING LLC	StockNm
EOY Book Value	$415,101	EOYBookValueAmt
EOYFMV	$479,479	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID ON DIVIDENDS	$133	$133
990 PF 2024 TAX PAID IN 2025	$494	$494

H A HELLER FOUNDATION INC: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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