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Nonprofiteer
← J DAVID AND REBECCA HELLER FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by J DAVID AND REBECCA HELLER FAMILY FOUNDATION.

Totals

Total revenue
$1,314,061
Total expenses
$1,710,169
Contributions and grants received
$926,874
Grants paid
$1,644,300
Program services expenses (Part IX)
$1,644,300
Management and general expenses
$65,869
Fundraising expenses
$0
Program service expenses (Part III)
$1,644,300

Program services were 96.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARRY REIS

    TREASURER THRU 7/27/2022

    Total calculated
    $310,108
    From this org
    $0
    From related orgs
    $269,777
    Other
    $40,331
    Hours/week
    0.2 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,819 related
    Bonus
    $0
    Other
    $0 + $12,958 related
    Deferred
    $0 + $9,205 related
    Nontaxable benefits
    $0 + $31,126 related
    Filer's total
    $0 + $310,108 related

  • MOZELLE JACKSON

    TREASURER AS OF 7/27/22

    Total calculated
    $255,134
    From this org
    $0
    From related orgs
    $231,844
    Other
    $23,290
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,889 related
    Bonus
    $0
    Other
    $0 + $955 related
    Deferred
    $0 + $6,767 related
    Nontaxable benefits
    $0 + $16,523 related
    Filer's total
    $0 + $255,134 related

  • KARI BLUMENTHAL

    ASST TREASURER AS OF 7/27/22

    Total calculated
    $166,588
    From this org
    $0
    From related orgs
    $141,856
    Other
    $24,732
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,445 related
    Bonus
    $0
    Other
    $0 + $411 related
    Deferred
    $0 + $7,357 related
    Nontaxable benefits
    $0 + $17,375 related
    Filer's total
    $0 + $166,588 related

  • TAL ROTHSTEIN

    ASST SECRETARY AS OF 5/16/23

    Total calculated
    $0
    Hours/week
    0.2 + 40 related

  • HEDY MILGROM

    SECRETARY

    Total calculated
    $99,886
    From this org
    $0
    From related orgs
    $92,420
    Other
    $7,466
    Hours/week
    0.2 + 20 related

  • J DAVID HELLER

    TRUSTEE/PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3 + 2.9 related

  • REBECCA HELLER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.2 + 1.2 related

  • KENNETH HOCHMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • IDELLE WOLF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441359349300914

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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