Erica Wertheim Zohar Family
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
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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 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
The most common grant size was under $50K: 22 grants of 22 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Princess Grace Foundation-USA New York, NY | Dedicated to supporting emerging talent in theater, dance, and film through grants, scholarships, and fellowships. | $5,000 |
| Better Off Foundation Inc New York, NY | Dedicated 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, FL | Friends 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, NY | Its 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
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- 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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