Dr Herbert Wertheim Trust for Humanity

Private foundation · Grantmaker Miami, FL EIN: 99-6783695

Dr Herbert Wertheim Trust for Humanity is a private foundation, based in Miami, FL. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $227K in total assets. Net investment income was $5K.

Dr Herbert Wertheim Trust for Humanity at a glance

Total assets
$227,460
+1.4% vs 2024
Revenue (2025)
$5,227
-97.9% vs 2024
Net investment income (2025)
$5,227
+21679.2% vs 2024
Expenses (2025)
$2,121
-91.7% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Dr Herbert Wertheim Trust for Humanity funds

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Palm Beach

How Dr Herbert Wertheim Trust for Humanity gives

  • In 2024 it paid out 561% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2024 0 grants2025

In 2024 it made 1 grant totaling $25K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Society of the Four Arts Palm Beach, FLTo support the society's mission to inspire and engage people through the presentation of outstanding artistic programs, including concerts, art exhibits, films, and workshops.$25,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$227,460$5,227$2,121———$5,227$11,959
2024$224,354$250,024$25,670$25,0001$25,000$24$4,456

Under IRS private-foundation payout rules, Dr Herbert Wertheim Trust for Humanity reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Dr Herbert Wertheim Trust for Humanity is led by Herbert Wertheim, Trustee on every filing since 2024 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Herbert Wertheim

    Trustee

    On filings since 2024

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Dr Herbert Wertheim Trust for Humanity

How large is Dr Herbert Wertheim Trust for Humanity?

Dr Herbert Wertheim Trust for Humanity reported $227K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $5K.

Where does Dr Herbert Wertheim Trust for Humanity operate?

Dr Herbert Wertheim Trust for Humanity has awarded grants in Florida.

How much is Dr Herbert Wertheim Trust for Humanity required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Dr Herbert Wertheim Trust for Humanity reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dr Herbert Wertheim Trust for Humanity's EIN?

Dr Herbert Wertheim Trust for Humanity's EIN (Employer Identification Number) is 99-6783695. IRS Form 990 filing data is available on this page for 2024–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2024 (received by the IRS August 25, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 21, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Dr Herbert Wertheim Trust for Humanity's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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