FURTHER THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.1M
+23.2% YoY
Annual Giving
$2.3M
+60.7% YoY
Grant Count
19
-24.0% YoY
Avg Grant Size
$120K
+111.4% YoY
About J David & Rebecca Heller Family
Based on IRS filings
J David & Rebecca Heller Family is a nonprofit organization focused on Religion Related, based in CLEVELAND, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.1M in total assets. In 2024, it awarded 19 grants totaling $2.3M. Net investment income was $668K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,103,526 | $6,575,225 | $6,553,592 |
| Revenue | $2,929,604 | $1,314,061 | $4,259,191 |
| Expenses | $2,484,296 | $1,710,169 | $1,603,945 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $667,900 | $373,729 | $491,540 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
83 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Cleveland ($1,405,500), Regents of the University of Michigan ($360,000), Aish Global ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BIKUR CHOLIM CLEVELAND HEIGHTS, OH | GENERAL SUPPORT | $10,000 |
| FRIENDSHIP CIRCLE OF CLEVELAND PEPPER PIKE, OH | GENERAL SUPPORT | $7,500 |
| GROSS SCHECHTER DAY SCHOOL PEPPER PIKE, OH | GENERAL SUPPORT | $14,000 |
| HEBREW ACADEMY OF CLEVELAND CLEVELAND HEIGHTS, OH | GENERAL SUPPORT | $10,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC BOCA RATON, FL | ANNUAL CAMPAIGN | $15,000 |
| JEWISH FEDERATION OF CLEVELAND CLEVELAND, OH | UKRAINE EMERGENCY RELIEF FUND, ETHIOPIA, SHINIM FUND AND ISRAEL EMERGENCY FUND | $1,405,500 |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA NEW YORK, NY | GENERAL SUPPORT | $7,500 |
| JOSEPH AND FLORENCE MANDEL JEWISH DAY SCHOOL BEACHWOOD, OH | CAPITAL CAMPAIGN | $48,000 |
| LEONARD AND SUSAN FUCHS MIZRACHI SCHOOL CLEVELAND, OH | GENERAL SUPPORT | $10,000 |
| NAALEH CLEVELAND INC LYNDHURST, OH | GENERAL SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MOZELLE JACKSON | TREASURER | 0.2 | — |
| RACHEL LAPPEN | ASST SECRETARY AS OF 9/19/2023 | 0.2 | — |
| KARI BLUMENTHAL | ASST TREASURER | 0.2 | — |
| HEDY MILGROM SEC'Y THROUGH | 9/19/2023, ASST SEC'Y 9/19/23-5/9/24 | 0.2 | — |
| TAL ROTHSTEIN SEC'Y AS OF | 9/19/2023, ASST SEC'Y 5/16-9/19/2023 | 0.2 | — |
| MINDEE FREDMAN | ASST SECRETARY AS OF 5/9/2024 | 0.2 | — |
| J DAVID HELLER | TRUSTEE/PRESIDENT | 0.3 | — |
| REBECCA HELLER | VICE PRESIDENT | 0.2 | — |
| KENNETH HOCHMAN | TRUSTEE | 0.1 | — |
| IDELLE WOLF | TRUSTEE | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J David & Rebecca Heller Family?
J David & Rebecca Heller Family is a nonprofit organization focused on Religion Related, based in CLEVELAND, OH. It holds $8.1M in total assets as of 2024.
How large is J David & Rebecca Heller Family?
As of 2024, J David & Rebecca Heller Family holds $8.1M in total assets with $2.9M in annual revenue. It awarded 19 grants totaling $2.3M in 2024.
Where does J David & Rebecca Heller Family operate?
J David & Rebecca Heller Family has awarded grants in District of Columbia, Florida, Maryland, Michigan, New Jersey, New York, Ohio.
What size grants does J David & Rebecca Heller Family award?
In 2024, J David & Rebecca Heller Family awarded 19 grants totaling $2.3M — an average of about $120K per grant, based on its IRS Form 990 filings.
What is J David & Rebecca Heller Family's EIN?
J David & Rebecca Heller Family's EIN (Employer Identification Number) is 36-4954283. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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