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Nonprofiteer
← J DAVID AND REBECCA HELLER FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by J DAVID AND REBECCA HELLER FAMILY FOUNDATION.

Totals

Total revenue
$2,929,604
Total expenses
$2,484,296
Contributions and grants received
$2,187,302
Grants paid
$2,399,500
Program service revenue
$0
Investment income
$667,900
Other revenue
$74,402
Total assets, end of year
$8,103,526
Total liabilities, end of year
$2,922,500
Net assets or fund balances, end of year
$5,181,026
Program services expenses (Part IX)
$2,399,500
Management and general expenses
$84,796
Fundraising expenses
$0
Program service expenses (Part III)
$2,399,500

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MOZELLE JACKSON

    TREASURER

    Total calculated
    $322,324
    From this org
    $0
    From related orgs
    $263,260
    Other
    $59,064
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,125 related
    Bonus
    $0
    Other
    $0 + $1,135 related
    Deferred
    $0 + $14,030 related
    Nontaxable benefits
    $0 + $45,034 related
    Filer's total
    $0 + $322,324 related

  • RACHEL LAPPEN

    ASST SECRETARY AS OF 9/19/2023

    Total calculated
    $235,945
    From this org
    $0
    From related orgs
    $224,109
    Other
    $11,836
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,820 related
    Bonus
    $0
    Other
    $0 + $289 related
    Deferred
    $0 + $11,191 related
    Nontaxable benefits
    $0 + $645 related
    Filer's total
    $0 + $235,945 related

  • KARI BLUMENTHAL

    ASST TREASURER

    Total calculated
    $178,611
    From this org
    $0
    From related orgs
    $151,885
    Other
    $26,726
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,324 related
    Bonus
    $0
    Other
    $0 + $561 related
    Deferred
    $0 + $7,741 related
    Nontaxable benefits
    $0 + $18,985 related
    Filer's total
    $0 + $178,611 related

  • HEDY MILGROM SEC'Y THROUGH

    9/19/2023, ASST SEC'Y 9/19/23-5/9/24

    Total calculated
    $105,405
    From this org
    $0
    From related orgs
    $97,687
    Other
    $7,718
    Hours/week
    0.2 + 20 related

  • TAL ROTHSTEIN SEC'Y AS OF

    9/19/2023, ASST SEC'Y 5/16-9/19/2023

    Total calculated
    $80,176
    From this org
    $0
    From related orgs
    $73,638
    Other
    $6,538
    Hours/week
    0.2 + 40 related

  • MINDEE FREDMAN

    ASST SECRETARY AS OF 5/9/2024

    Total calculated
    $0
    Hours/week
    0.2 + 40 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, and on a Form 990-PF Part VIII's — 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

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION REPORTED ON SCHEDULE J IS PAID BY THE JEWISH FEDERATION OF CLEVELAND, THE SUPPORTED ORGANIZATION.

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531339349304358

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

The source document this was parsed from is served over the API, which is where bulk and document access live.