The Hermine and David Heller Foundation
Private foundation New York, NY Still adding venture funds
The Hermine and David Heller Foundation reports 6 venture funds, $3.4M in all; 1 is new since its last report.
Holdings are from its Form 990-PF return for the year ending February 29, 2024, compared with the one for February 28, 2023. That is more than a year ago: it may have added or sold funds since. Foundations file up to ten and a half months after their year ends, and the IRS publishes returns months after that. “Still adding venture funds”: 1 fund on this one was not on the one for February 28, 2023.
The numbers
| Vintage | Venture funds |
|---|---|
| 2015 | 1 |
| 2016 | 0 |
| 2017 | 1 |
| 2018 | 0 |
| 2019 | 0 |
| 2020 | 0 |
| 2021 | 2 |
| 2022 | 0 |
| 2023 | 1 |
Updates from The Hermine and David Heller Foundation
All of The Hermine and David Heller Foundation’s updates on Hottub VC
Largest venture holdings
From its Form 990-PF return for the year ending February 29, 2024; “New” is a fund that wasn’t on the return before it.
| Fund, as reported | Manager | Vintage | Year-end value |
|---|---|---|---|
| Accelerate-It Ventures Fund I | — | 2015 | $1.3M |
| Sway Ventures Fund II | Sway Ventures Management LLC | 2017 | $700K |
| M13 Ventures III LP | M13 Ventures Management, LLC | 2021 | $624K |
| Kawisafi Ventures Limited | — | — | $454K |
| Sway Ventures Fund III | Sway Ventures Management LLC | 2021 | $159K |
In the app: 1 more venture fund, the firm it pays to manage or advise on its investments. Open The Hermine and David Heller Foundation in LP Intelligence for every fund it holds and how to reach it, or find the LPs that back firms like yours.
LPs nearby
Within 100 miles, by city: a trip to one can take in the others.
- Carnegie Corporation of New York
- The Guardian Life Insurance Company of America
- Surdna Foundation Inc
- Franklin Lexington Private Markets Fund
- The Leona M and Harry B Helmsley Charitable Trust
- Partners Group Private Equity Fund, LLC
- The Commonwealth Fund
- Partners Group Growth, LLC
283 LPs within 100 miles in all: see them on the map.
About this data
Holdings as this foundation lists them on its Form 990-PF (Part II, lines 13 and 15). Amounts are year-end fair market value, or book value where it gives no other, not commitments or returns. As of February 29, 2024; new holdings are those not on its return for the year ending February 28, 2023. Source: IRS Form 990-PF. Funds are linked to a manager by name; a match can be wrong, and the original filing is the record. How Hottub reads its sources.
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