J David & Rebecca Heller Family Foundation
J DAVID & REBECCA HELLER FAMILY is a Form 990 public charity based in Cleveland, Ohio, formed in 2019. Its stated purpose is to further the charitable, educational, and religious purposes of the Jewish Federation of Cleveland.
Key facts about J David & Rebecca Heller Family Foundation
In short: J David & Rebecca Heller Family Foundation gave $1.1M across 14 grants in 2025 (avg $81K), mostly in Ohio. 21% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 36-4954283
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $1,128,800
- Grants made (2025)
- 14
- Average grant
- $80,629
- Median grant
- $30,500
- New grantees (estimate)
- 21% first-time grantees (3 of 14, 2025)
- Total assets
- $7,904,603
- Primary geography
- Ohio (63% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$7.9M
-2.5% YoY
Annual Giving
$1.1M
-50.4% YoY
Grant Count
14
-26.3% YoY
Avg Grant Size
$81K
-32.7% YoY
Is J David & Rebecca Heller Family Foundation open to new grantees?
21%
first-time grantees, 2025
In 2025, 3 of 14 grantees (21%) were first-time recipients. First grants averaged $48K; repeat grants $90K. How we count
Medians: $36K first-time, $25K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is to further the charitable, educational, and religious purposes of the Jewish Federation of Cleveland. Its filing describes its program as grants to 501(c)(3) organizations supporting those purposes.
The grantees’ own mission statements illustrate the range of organizations supported. The Jewish Federation of Cleveland describes itself as serving the greater Cleveland Jewish community and Jews worldwide. Friendship Circle of Cleveland says it provides social and recreational experiences for children with special needs, respite and support for their parents, and opportunities for high school teens. The Jewish Education Center of Cleveland says it works to inspire Jewish educational experiences for children and families. Other 2025 recipients include a hospital foundation that supports compassionate health care, Momentum Unlimited, which provides Jewish learning experiences, and United Way of Greater Cleveland, which coordinates community resources.
Grantmaking
In 2025, the organization reported 14 grants totaling $1,128,800. Grant amounts ranged from $7,500 to $590,000, with a median grant of $30,500.
The largest 2025 grants included $590,000 to the Jewish Federation of Cleveland for its 2025 campaign; $100,000 to Boca Raton Regional Hospital Foundation for annual support of Toppel Family Place; $100,000 to Momentum Unlimited for a Cleveland community trip; and $100,000 to the Regents of the University of Michigan for the Division of Public Safety & Security’s Kaplan Foundation Fund for Public Safety. Other notable awards were $50,000 to the United States Holocaust Memorial Council for its Museum Teacher Fellowship Program, $37,500 to Friendship Circle of Cleveland for general support, and $36,000 to Chabad of East Boca for a building fund.
The 2024 filing says grantees are generally required to sign and return an award letter specifying grant terms, how funds are to be spent, the grant period, and reporting requirements. The organization generally requests written reports within 6–9 months of grant receipt and conducts site visits in selected cases.
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Geographic Focus
Where this funder awards grants
In 2025, the reported distribution of grant dollars by recipient state was Ohio 63%, Florida 12%, Maryland 9%, Michigan 9%, and the District of Columbia 5%.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $1.1M (2025) to $2.3M (2024). In 2025 it made 14 grants totaling $1.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Federation of Cleveland ($590K). Together the top 10 received $1.1M.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 77 grants of 97 (79%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Cleveland Cleveland, OH | 2025 Campaign | $590,000 |
| Boca Raton Regional Hospital Foundation Inc Boca Raton, FL | Annual Support of Toppel Family Place | $100,000 |
| Momentum Unlimited Inc Rockville, MD | Cleveland Community Trip | $100,000 |
| Regents of the University of Michigan Ann Arbor, MI | Division of public safety & security - kaplan foundation fund for public safety | $100,000 |
| United States Holocaust Memorial Council Washington, DC | Museum Teacher Fellowship Program | $50,000 |
| Friendship Circle of Cleveland Pepper Pike, OH | General Support | $37,500 |
| Chabad of East Boca Inc Boca Raton, FL | Building Fund | $36,000 |
| American Jewish Committee New York, NY | Project Interchange - University Deans and VPS | $25,000 |
| Jewish Education Center of Cleveland Cleveland Heights, OH | Jewish federation of greater pittsburgh - classrooms without borders - educators mission to poland | $20,000 |
| Jewish Family Experience University Heights, OH | Speaker Series | $19,800 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $7,904,603 | $1,640,477 | $1,250,590 | $1,128,800 | 14 |
| 2024 | $8,103,526 | $2,929,604 | $2,484,296 | $2,274,700 | 19 |
| 2023 | $6,575,225 | $1,314,061 | $1,710,169 | $1,415,500 | 25 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,904,603 | $8,103,526 | $6,575,225 |
| Revenue | $1,640,477 | $2,929,604 | $1,314,061 |
| Expenses | $1,250,590 | $2,484,296 | $1,710,169 |
| Net Investment Income | $804,359 | $667,900 | $373,729 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and trustees listed on the 2025 filing are J David Heller, trustee/president; Rebecca Heller, vice president; Kenneth Hochman and Idelle Wolf, trustees; Mozelle Jackson, treasurer; Kari Blumenthal, assistant treasurer; Tal Rothstein, secretary; and Rachel Lappen and Mindee Fredman, assistant secretaries.
J David & Rebecca Heller Family Foundation is led by J. David Heller, Trustee & President on every filing since 2020; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
J. David Heller
Trustee & President
On filings since 2020
0.3 hrs/week
No compensation reported
Idelle Wolf
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Kenneth Hochman
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Rebecca C. Heller
Vice President
On filings since 2020
0.2 hrs/week
No compensation reported
Kari Blumenthal
Assistant Treasurer
On filings since 2023
0.2 hrs/week
No compensation reported
Mozelle Jackson
Treasurer
On filings since 2023
0.2 hrs/week
No compensation reported
Tal Rothstein
Secretary
Assistant Secretary → Secretary, 2025
On filings since 2023
0.2 hrs/week
No compensation reported
Mindee Fredman
Assistant Secretary
On filings since 2024
0.2 hrs/week
No compensation reported
Rachel Lappen
Assistant Secretary
On filings since 2024
0.2 hrs/week
No compensation reported
Former officers (4)
- Former: Hedy Milgrom Sec'y (2024) — Assistant Sec'y · Filing note: Through
- Former: Tal Rothstein Sec'y (2024) — Assistant Sec'y · Filing note: As of
- Former: Barry Reis (2020–2023) — Treasurer
- Former: Hedy Milgrom (2020–2023) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 25701 Science Park Drive, Cleveland, OH 44122
Phone: (216) 593-2900
Frequently asked questions about J David & Rebecca Heller Family Foundation
How much does J David & Rebecca Heller Family Foundation give each year?
J David & Rebecca Heller Family Foundation gave $1.1M across 14 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.3M across 19 grants.
What is J David & Rebecca Heller Family Foundation's typical grant size?
J David & Rebecca Heller Family Foundation's median grant in 2025 was $30,500, and its average grant was $80,629, across 14 grants on its 2025 IRS Form 990. Organizations receiving their first grant from J David & Rebecca Heller Family Foundation that year got $48K on average.
Where does J David & Rebecca Heller Family Foundation give grants?
J David & Rebecca Heller Family Foundation gives mostly in Ohio: 63% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were Florida (12%) and Maryland (9%). The most frequent recipient cities were Cleveland, OH (3 grants), Boca Raton, FL (2 grants) and Washington, DC (2 grants).
Does J David & Rebecca Heller Family Foundation give general operating support?
Yes: 29% of J David & Rebecca Heller Family Foundation's 2025 grants with a stated purpose (4 of 14) were for general or operating support, per its 2025 IRS Form 990.
Who are J David & Rebecca Heller Family Foundation's largest grantees?
J David & Rebecca Heller Family Foundation's largest 2025 grantees include Jewish Federation of Cleveland ($590,000), Boca Raton Regional Hospital Foundation Inc ($100,000) and Momentum Unlimited Inc ($100,000), according to its 2025 IRS Form 990. Together they received 70% of its itemized 2025 grant dollars.
How large is J David & Rebecca Heller Family Foundation?
J David & Rebecca Heller Family Foundation reported $7.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.6M.
What does J David & Rebecca Heller Family Foundation fund?
The organization’s stated mission is to further the charitable, educational, and religious purposes of the Jewish Federation of Cleveland. Its filing describes its program as grants to 501(c)(3) organizations supporting those purposes. See mission & focus areas ↑
How do I apply for a grant from J David & Rebecca Heller Family Foundation?
J David & Rebecca Heller Family Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is J David & Rebecca Heller Family Foundation's EIN?
J David & Rebecca Heller Family Foundation's EIN (Employer Identification Number) is 36-4954283. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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