The Helen Diller Family Foundation

Analysis

The Helen Diller Family Foundation is a registered charity in United States, based in San Francisco, CA. It received its IRS tax-exemption ruling in August 1999, 27 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, The Helen Diller Family Foundation reported income of $13.2m and spending of $13.4m, spending 101% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $12.2m to $13.2m (+8.3%), an average of +2.0% a year. The sharpest change came in the year to June 2023, when income rose by 51%. Over the whole period it spent 99% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, The Helen Diller Family Foundation sits at the 97th percentile: it is larger than about 96% of them. Against every charity in United States with reported income it ranks in the 96th percentile, and in the 96th percentile within CA. Charities of a similar size with the same main cause include San Joaquin Community Foundation Inc ($13.2m), Heart of West Michigan United Way ($13.2m) and Council on Foundations Inc ($13.2m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $2.0m against liabilities of $2.2m, net assets of -$222k.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.