Jeremy M and Joyce E Wertheimer Foundation

Private foundation · Grantmaker Wilmington, DE EIN: 47-2400836

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

2states

Cities

CambridgeNew YorkBrookline

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K2 grants2020 1 grant2021 0 grants2022 0 grants2023 3 grants2024 0 grants2025

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

1<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

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

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 28, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  7. 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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