Private foundation (trust)EIN 591778605Est. 1978-01
DR HERBERT AND NICOLE WERTHEIM FAMILY
MIAMI, FL 33155
Total Assets
$275.0M
FY 2023
Annual Giving
$26.2M
FY 2023
Grants Made
11
FY 2023
Avg Grant
$2.4M
FY 2023
Grant Range
$10K–$10M
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$41.7M
Total Expenses
$28.2M
Qualifying Distributions
$26.2M
Distributable Amount
$9.4M
Min. Investment Return
$10.0M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
11 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
47 grants
Grant Size Distribution
47 grants
Geographic Focus
7 states
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