Nonprofit · EIN 36-4954283
J DAVID AND REBECCA HELLER FAMILY FOUNDATION
Tax-exempt · CLEVELAND, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,640,477 | $1,250,590 | $389,887 | $7,904,603 | $2,463,500 | $5,441,103 |
| June 30, 2024 | 990 | $2,929,604 | $2,484,296 | $445,308 | $8,103,526 | $2,922,500 | $5,181,026 |
| June 30, 2023 | 990 | $1,314,061 | $1,710,169 | -$396,108 | $6,575,225 | $1,859,200 | $4,716,025 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $566,573
- Program service revenue
- $0
- Investment income
- $804,359
- Net gain from sales of assets
- $701,426
- Other revenue
- $269,545
Expenses
- Grants and similar amounts paid
- $1,132,600
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $13,521
- Program services (functional)
- $1,132,600
- Management and general (functional)
- $117,990
Balance sheet and other
- Total assets, start of year
- $8,103,526
- Total assets, end of year
- $7,904,603
- Total liabilities, end of year
- $2,463,500
- Net assets, end of year
- $5,441,103
- Publicly traded securities
- $696,509
- Net assets without donor restrictions
- $5,441,103
- Gross unrelated business income
- -$24,054
- Gross receipts
- $3,725,222
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2019
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOZELLE JACKSON | TREASURER Officer | 0.2 | $0 | $288,177 | $52,296 |
| RACHEL LAPPEN | ASST SECRETARY Officer | 0.2 | $0 | $231,889 | $12,224 |
| MINDEE FREDMAN | ASST SECRETARY Officer | 0.2 | $0 | $178,220 | $36,996 |
| KARI BLUMENTHAL | ASST TREASURER Officer | 0.2 | $0 | $154,931 | $28,885 |
| TAL ROTHSTEIN | SECRETARY Officer | 0.2 | $0 | $72,586 | $9,106 |
| J DAVID HELLER | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REBECCA HELLER | VICE PRESIDENT Officer | 0.2 | $0 | $0 | $0 |
| KENNETH HOCHMAN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| IDELLE WOLF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOZELLE JACKSON | TREASURER Officer | 0.2 | $0 | $263,260 | $59,064 |
| RACHEL LAPPEN | ASST SECRETARY AS OF 9/19/2023 Officer | 0.2 | $0 | $224,109 | $11,836 |
| KARI BLUMENTHAL | ASST TREASURER Officer | 0.2 | $0 | $151,885 | $26,726 |
| HEDY MILGROM SEC'Y THROUGH | 9/19/2023, ASST SEC'Y 9/19/23-5/9/24 Officer | 0.2 | $0 | $97,687 | $7,718 |
| TAL ROTHSTEIN SEC'Y AS OF | 9/19/2023, ASST SEC'Y 5/16-9/19/2023 Officer | 0.2 | $0 | $73,638 | $6,538 |
| MINDEE FREDMAN | ASST SECRETARY AS OF 5/9/2024 Officer | 0.2 | $0 | $0 | $0 |
| J DAVID HELLER | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REBECCA HELLER | VICE PRESIDENT Officer | 0.2 | $0 | $0 | $0 |
| KENNETH HOCHMAN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| IDELLE WOLF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARRY REIS | TREASURER THRU 7/27/2022 Officer | 0.2 | $0 | $269,777 | $40,331 |
| MOZELLE JACKSON | TREASURER AS OF 7/27/22 Officer | 0.2 | $0 | $231,844 | $23,290 |
| KARI BLUMENTHAL | ASST TREASURER AS OF 7/27/22 Officer | 0.2 | $0 | $141,856 | $24,732 |
| HEDY MILGROM | SECRETARY Officer | 0.2 | $0 | $92,420 | $7,466 |
| TAL ROTHSTEIN | ASST SECRETARY AS OF 5/16/23 Officer | 0.2 | $0 | $0 | $0 |
| J DAVID HELLER | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REBECCA HELLER | VICE PRESIDENT Officer | 0.2 | $0 | $0 | $0 |
| KENNETH HOCHMAN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| IDELLE WOLF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 25701 SCIENCE PARK DR, CLEVELAND, OH 44122-7302
- Principal officer (990 for 2024)
- KARI BLUMENTHAL, 25701 SCIENCE PARK DRIVE, CLEVELAND, OH 44122
- Signed the 990
- KARI BLUMENTHAL, ASST. TREASURER
- Phone
- (216) 593-2900
- Return prepared by
- BDO USA
Mission
FURTHER THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").
Program accomplishments
- GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").Expenses $1,132,600 · grants $1,132,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-4954283
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X30)
- Assets (IRS master file)
- $7,904,603
- Income (IRS master file)
- $3,725,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,640,477 | $1,250,590 | $7,904,603 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $2,929,604 | $2,484,296 | $8,103,526 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,314,061 | $1,710,169 | $6,575,225 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $4,259,191 | $1,603,945 | $6,553,592 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4954283).
Questions about J DAVID AND REBECCA HELLER FAMILY FOUNDATION
- What is the EIN of J DAVID AND REBECCA HELLER FAMILY FOUNDATION?
- The employer identification number (EIN) of J DAVID AND REBECCA HELLER FAMILY FOUNDATION is 36-4954283.
- Is J DAVID AND REBECCA HELLER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to J DAVID AND REBECCA HELLER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does J DAVID AND REBECCA HELLER FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of J DAVID AND REBECCA HELLER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J DAVID AND REBECCA HELLER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of J DAVID AND REBECCA HELLER FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 names KARI BLUMENTHAL.
- Who are the officers and directors of J DAVID AND REBECCA HELLER FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does J DAVID AND REBECCA HELLER FAMILY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,640,477, expenses of $1,250,590 and total assets of $7,904,603 at year end.
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