Dr Herbert Wertheim Trust for Humanity
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.
Key facts about Dr Herbert Wertheim Trust for Humanity
- EIN
- 99-6783695
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $227,460
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$227K
+1.4% YoY
Revenue
$5K
-97.9% YoY
Net Investment Income
$5K
+21679.2% YoY
Expenses
$2K
-91.7% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $25K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $227,460 | $224,354 |
| Revenue | $5,227 | $250,024 |
| Expenses | $2,121 | $25,670 |
| Qualifying Distributions | — | $25,000 |
| Net Investment Income | $5,227 | $24 |
| Distributable Amount | $11,959 | $4,456 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS August 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 21, 2026)
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.
Here's the math on researching Dr Herbert Wertheim Trust for Humanity by hand.
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