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J DAVID AND REBECCA HELLER FAMILY FOUNDATION

EIN 36-4954283 CLEVELAND, OH

Revenue 2023
$2,929,604
Expenses 2023
$2,484,296

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

As filed

Subsection
03
NTEE code
X30
Classification
1700
Street
25701 SCIENCE PARK DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $2,929,604
    Expenses
    $2,484,296
    Contributions
    $2,187,302
    Grants paid
    $2,399,500
  • 2022
    Revenue
    $1,314,061
    Expenses
    $1,710,169
    Contributions
    $926,874
    Grants paid
    $1,644,300

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

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

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

The first 25 as filed. The return lists every one.

Declared as related by

The most recent declarers. The API serves every row.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SO.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.