Erica Wertheim Zohar Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $81K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$81K
-4.1% YoY
Annual Giving
$6K
-19.8% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$2K
+33.7% YoY
About Erica Wertheim Zohar Family
Based on IRS filings
Erica Wertheim Zohar Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $81K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $4K.
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 | $80,562 | $83,970 | $88,106 |
| Revenue | $3,958 | $4,186 | $388 |
| Expenses | $7,366 | $8,322 | $7,235 |
| Qualifying Distributions | $5,780 | $7,205 | $4,200 |
| Net Investment Income | $3,900 | $4,186 | — |
| Distributable Amount | $3,962 | $4,297 | $4,594 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERICA WERTHEIM ZOHAR | PRESIDENT | 0.5 | — |
| HERBERT A WERTHEIM | VICE PRESIDENT | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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