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
Under IRS private-foundation payout rules, Erica Wertheim Zohar Family reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include University of Michigan ($2,180), African Hope Fund ($1,800), Friends of the Israel Defense Forces ($1,800).
| Recipient | Purpose | Amount |
|---|---|---|
| AFRICAN HOPE FUND ELK GROVE, CA | THE MISSION OF AFRICA HOPE FUND IS TO PROMOTE WILDLIFE CONSERVATION IN SOUTHERN AFRICA BY SUPPORTING ORGANIZATIONS ON THE GROUND THAT ARE DEDICATED TO ANTI-POACHING EFFORTS, CONSERVATION EDUCATION FOR CHILDREN, WILDLIFE DAMAGE MITIGATION, AND CONTINUED EDUCATION FOR LOCAL CHILDREN TO ENSURE THEIR ECONOMIC FUTURES. | $1,800 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES NORTH MIAMI BEACH, FL | FRIENDS OF THE ISRAEL DEFENSE FORCES (FIDF) PROVIDES CRITICAL SUPPORT FOR THE HEALTH, WELL-BEING, AND EDUCATION OF ISRAEL'S PROTECTORS. | $1,800 |
| UNIVERSITY OF MICHIGAN ANN ARBOR, MI | UM ATHLETIC CHAMPIONSHIP FUND | $2,180 |
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
Frequently Asked Questions
What is Erica Wertheim Zohar Family?
Erica Wertheim Zohar Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. It holds $81K in total assets as of 2024.
How large is Erica Wertheim Zohar Family?
As of 2024, Erica Wertheim Zohar Family holds $81K in total assets with $4K in annual revenue. It awarded 3 grants totaling $6K in 2024.
Where does Erica Wertheim Zohar Family operate?
Erica Wertheim Zohar Family has awarded grants in California, Connecticut, Delaware, Florida, Michigan, New Jersey, Texas.
What size grants does Erica Wertheim Zohar Family award?
In 2024, Erica Wertheim Zohar Family awarded 3 grants totaling $6K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Erica Wertheim Zohar Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Erica Wertheim Zohar Family reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Erica Wertheim Zohar Family's EIN?
Erica Wertheim Zohar Family's EIN (Employer Identification Number) is 84-4027805. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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