Erica Wertheim Zohar Family

Private foundation · Grantmaker Bay Harbor Islands, FL EIN: 84-4027805

Erica Wertheim Zohar Family is a private foundation, based in Bay Harbor Islands, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $68K in total assets. In 2025, it awarded 4 grants totaling $14K. Net investment income was $3K.

Key facts about Erica Wertheim Zohar Family

In short: Erica Wertheim Zohar Family gave $14K across 4 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
84-4027805
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$13,600
Grants made (2025)
4
Average grant
$3,400
Median grant
$3,400
Total assets
$67,808
Primary geography
New York (87% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$68K

-15.8% YoY

Annual Giving

$14K

+135.3% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$3K

+76.5% YoY

Under IRS private-foundation payout rules, Erica Wertheim Zohar Family reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

How Erica Wertheim Zohar Family gives

  • Giving grew 224% from 2022 to 2025. Method
  • In 2025 it paid out 364% 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

8states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

Ann ArborNew YorkAustinLos AngelesNorth Miami BeachPrincetonBeverly HillsElk GroveFort LauderdalePalm Beach GardensSanta MonicaWest GranbyWilmington

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2020 4 grants2021 6 grants2022 5 grants2023 3 grants2024 4 grants2025

From 2021 to 2025, annual grant giving ranged from $4K (2022) to $14K (2025). In 2025 it made 4 grants totaling $14K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

The Princess Grace Foundation-USA: $5KThe Princess GraceFoundation-USA$5KBetter Off Foundation Inc: $5KBetter Off Foundation Inc$5KFriends of the Israel Defense Forces: $2KFriends of the Israel DefenseForces$2KBirthright Israel Foundation: $2KBirthright Israel Foundation$2K

The largest 2025 recipient was The Princess Grace Foundation-USA ($5K). Together the top 4 received $14K.

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 22 grants of 22 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Princess Grace Foundation-USA New York, NYDedicated to supporting emerging talent in theater, dance, and film through grants, scholarships, and fellowships.$5,000
Better Off Foundation Inc New York, NYDedicated to educate, support, and advocate against sports betting addiction on college campuses through trainings, resources, and information to empower students to make informed decisions.$5,000
Friends of the Israel Defense Forces North Miami Beach, FLFriends of the israel defense forces (FIDF) provides critical support for the health, well-being, and education of israel's protectors.$1,800
Birthright Israel Foundation New York, NYIts core purpose is to strengthen jewish identity, foster connections to israel, and secure a strong jewish future by providing firsthand experiences with israel's culture, history, and people.$1,800

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$67,808$80,562$83,970
Revenue$3,012$3,958$4,186
Expenses$15,766$7,366$8,322
Qualifying Distributions$13,600$5,780$7,205
Net Investment Income$2,958$3,900$4,186
Distributable Amount$3,741$3,962$4,297

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 19, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 20, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Erica Wertheim Zohar Family is led by Erica Wertheim Zohar, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Erica Wertheim Zohar

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Herbert A. Wertheim

    Director

    Vice President → Director, 2025

    On filings since 2020

    No compensation reported

  • Lior Z. Zohar

    Director

    New on the 2025 filing

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Vanessa Wertheim (2020–2023) — Vice President

Data from IRS Form 990 filings, 2020–2025. "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 Erica Wertheim Zohar Family

How much does Erica Wertheim Zohar Family give each year?

Erica Wertheim Zohar Family gave $14K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 3 grants.

What is Erica Wertheim Zohar Family's typical grant size?

Erica Wertheim Zohar Family's median grant in 2025 was $3,400, and its average grant was $3,400, across 4 grants on its 2025 IRS Form 990-PF.

Where does Erica Wertheim Zohar Family give grants?

Erica Wertheim Zohar Family gives mostly in New York: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (13%). The most frequent recipient cities were New York, NY (3 grants).

Does Erica Wertheim Zohar Family give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Erica Wertheim Zohar Family's 2025 IRS Form 990-PF were described as general or operating support.

How large is Erica Wertheim Zohar Family?

Erica Wertheim Zohar Family reported $68K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).

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 2020–2025.

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

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