J David And Rebecca Heller Family Foundation
- Assets
- $4.1m
- Revenue
- $4.8m
- Investments
- $2.2m
- Employees
- 0
- Location
- Cleveland, OH
- Founding
- Data as of
- 06/2021
- EIN
- 36-4954283
Organization Overview
J David And Rebecca Heller Family Foundation is located in Cleveland, OH. According to its NTEE Classification (X30) the organization is classified as: Judaism, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. J David And Rebecca Heller Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2021, J David And Rebecca Heller Family Foundation has awarded 39 individual grants totaling $3,237,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Barry Reis Treasurer | Officer | 0.2 | $0 |
Hedy Milgrom Secretary | Officer | 0.2 | $0 |
J David Heller Trustee/president | OfficerTrustee | 0.3 | $0 |
Rebecca Heller Vice President | Officer | 0.2 | $0 |
Kenneth Hochman Trustee | Trustee | 0.1 | $0 |
Idelle Wolf Trustee | Trustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,801,540 |
| Investment income | $8,696 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,644 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,811,880 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $92,000 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,500 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,883,230 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$1 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $1,878,392 |
| Investments—other securities | $2,222,188 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,100,579 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $1,157,500 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,157,500 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $2,943,079 |
Grants Awarded
Over the last fiscal year, J David And Rebecca Heller Family Foundation has awarded $1,473,000 in support to 22 organizations.
| Grant Recipient | Amount |
|---|---|
ADOPTION NETWORK CLEVELAND PURPOSE: GENERAL SUPPORT | $10,000 |
BIKUR CHOLIM PURPOSE: GENERAL SUPPORT | $10,000 |
CASE WESTERN RESERVE UNIVERSITY PURPOSE: GENERAL SUPPORT | $10,000 |
CHABAD OF UNIVERSITY CIRCLE PURPOSE: GENERAL SUPPORT | $10,000 |
FRIENDSHIP CIRCLE OF CLEVELAND PURPOSE: GENERAL SUPPORT | $7,500 |
GROSS SCHECHTER DAY SCHOOL PURPOSE: GENERAL SUPPORT | $18,000 |