Jeremy M and Joyce E Wertheimer Foundation
Jeremy M and Joyce E Wertheimer Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it made $26K in qualifying distributions. Net investment income was $52K.
Jeremy M and Joyce E Wertheimer Foundation at a glance
- Total assets
- $4,491,218
- +1.9% vs 2024
- Revenue (2025)
- $110,619
- -9.9% vs 2024
- Qualifying distributions (2025)
- $26,243
- -86.2% vs 2024
- Expenses (2025)
- $27,152
- -85.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jeremy M and Joyce E Wertheimer Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Jeremy M and Joyce E Wertheimer Foundation gives
- Giving fell 20% from 2021 to 2024. Method
- In 2025 it paid out 7% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $165K (2024) to $450K (2020). In 2024 it made 3 grants totaling $165K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Academy of Sciences New York, NY | General & Unrestricted | $75,000 |
| Massachusetts Institute of Technology Cambridge, MA | MISTI Constellation Program | $70,000 |
| Maimonides School Brookline, MA | General & Unrestricted | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,491,218 | $110,619 | $27,152 | — | — | $26,243 | $51,921 | $395,062 |
| 2024 | $4,407,751 | $122,813 | $190,622 | $165,000 | 3 | $189,521 | $58,211 | $334,682 |
| 2023 | $4,475,560 | $95,458 | $22,235 | — | — | $21,961 | $43,243 | $279,373 |
| 2022 | $4,402,337 | $27,131 | $22,555 | — | — | $22,455 | $12,327 | $268,440 |
| 2021 | $4,397,761 | $5,328 | $228,462 | $206,337 | 1 | $228,442 | $351 | $290,158 |
| 2020 | $4,620,895 | $16,545 | $470,440 | $450,000 | 2 | — | $1,305 | $242,575 |
Under IRS private-foundation payout rules, Jeremy M and Joyce E Wertheimer Foundation reported a distributable amount of $395K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jeremy M and Joyce E Wertheimer Foundation is led by Jeremy Wertheimer, President, Director, Secretary & Treasurer on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Jeremy Wertheimer
President, Director, Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
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 Jeremy M and Joyce E Wertheimer Foundation
How large is Jeremy M and Joyce E Wertheimer Foundation?
Jeremy M and Joyce E Wertheimer Foundation reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $395K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Jeremy M and Joyce E Wertheimer Foundation operate?
Jeremy M and Joyce E Wertheimer Foundation has awarded grants in Massachusetts, New York.
What is Jeremy M and Joyce E Wertheimer Foundation's EIN?
Jeremy M and Joyce E Wertheimer Foundation's EIN (Employer Identification Number) is 47-2400836. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Jeremy M and Joyce E Wertheimer Foundation funds
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