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.
Key facts about Jeremy M and Joyce E Wertheimer Foundation
- EIN
- 47-2400836
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $4,491,218
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.5M
+1.9% YoY
Revenue
$111K
-9.9% YoY
Qualifying Distributions
$26K
-86.2% YoY
Expenses
$27K
-85.8% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,491,218 | $4,407,751 | $4,475,560 |
| Revenue | $110,619 | $122,813 | $95,458 |
| Expenses | $27,152 | $190,622 | $22,235 |
| Qualifying Distributions | $26,243 | $189,521 | $21,961 |
| Net Investment Income | $51,921 | $58,211 | $43,243 |
| Distributable Amount | $395,062 | $334,682 | $279,373 |
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 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
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.
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