Private foundation (trust)EIN 956010314Est. 1961-09
HELLER FOUNDATION OF SAN DIEGO
MILWAUKEE, WI 532010634
Total Assets
$6.4M
FY 2024
Annual Giving
$270K
FY 2024
Grants Made
20
FY 2024
Avg Grant
$14K
FY 2024
Grant Range
$2K–$67K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$1.4M
Total Expenses
$342K
Qualifying Distributions
$278K
Distributable Amount
$306K
Min. Investment Return
$324K
Undistributed Income
$10K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
20 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
162 grants
Grant Size Distribution
162 grants
Geographic Focus
4 states
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