· Private foundation
Dr Herbert and Nicole Wertheim Family Foundation Inc
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- $10k–50k6 grants · $105k
- $50k–250k1 grant · $100k
- $250k+4 grants · $26M
| Recipient | Amount |
|---|---|
| UNIVERSITY OF FLORIDA FOUNDATION | $10,000,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | $10,000,000 |
| UC SAN DIEGO FOUNDATION | $4,000,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | $2,000,000 |
| MILKEN INSTITUE | $100,000 |
| OXBRIDGE ACADEMY FOUNDATION | $25,000 |
| AMERICAN RED CROSS | $25,000 |
| HORATIO ALGER ASSOCIATION | $20,000 |
| NATIONAL ALLIANCE FOR EATING DISORDERS | $15,000 |
| AMERICAN JEWISH COMMITTEE | $10,000 |
| SELFLESS LOVE FOUNDATION | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY19–24, $11k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +28% since the first grant, against -13% for the ones you funded once.
9 repeat relationships — 5 still active in FY2024, 4 since wound down; 6 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 99% of grant dollars renewed an existing relationship; $180k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
THE UNIVERSITY OF FLORIDA FOUNDATION INC8× · 2017–2024 · $24M · revenue +56%- USUC SAN DIEGO FOUNDATION5× · 2018–2024 · $11M · revenue +28%
- OSOPERATION SMILE INC3× · 2018–2020 · $9k · revenue +37%
Funded once
- VWVANESSA WERTHEIM FAMILY FOUNDATION INCone grant, 2020 · $102k · revenue -97% · 100% of their budget
- EWERICA WERTHEIM ZOHAR FAMILY FOUNDATION INCone grant, 2020 · $102k · revenue -97% · 100% of their budget
- RCRADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGOone grant, 2022 · $100k · revenue -82%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…
The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.
The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.
The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…
Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.
University of South Florida Foundation, Inc.'s mission is to provide charitable and educational aid to the University of South Florida; to promote education and other related activities of the University; and to encourage research,…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
The samuel waxman cancer research foundation (the "foundation") funds innovative research to bring faster cures to patients. in addition to supporting ongoing collaborative research in specific cancers, our scientists are investigating the…
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
To provide the highest level of stewardship for university donors through professional management and oversight of the university of minnesota foundation's assets by creating a focused investment environment with clarity of purpose,…
For reference, the grantee most central to the portfolio’s shape is The University of Florida Foundation Inc and the most unlike its peers is Erica Wertheim Zohar Family Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 34 years old; the field is 12. You back the established end — and your money leans older still.
The field is 27% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 17% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
29 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 29 of the 42 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds THE UNIVERSITY OF FLORIDA FOUNDATION INC ↗
- Who funds UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION ↗
- Who funds UC SAN DIEGO FOUNDATION ↗
- Who funds FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC ↗
- Who funds VANESSA WERTHEIM FAMILY FOUNDATION INC ↗
- Who funds ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC ↗
- Who funds THE MILKEN INSTITUTE ↗
- Who funds RADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO ↗
- Who funds PROSTATE CANCER FOUNDATION ↗
- Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
- Who funds OXBRIDGE ACADEMY FOUNDATION INC ↗
- Who funds HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC ↗
- Who funds NATIONAL ALLIANCE FOR EATING DISORDERS INC ↗
- Who funds GLOBAL FOUNDATION FOR OCEANOGRAPHIC & ATMOSPHERIC RESEARCH INC ↗
- Who funds SELFLESS LOVE FOUNDATION INC ↗
- Who funds AMERICAN JEWISH COMMITTEE ↗
- Who funds OPERATION SMILE INC ↗
- Who funds BRENTWOOD SCHOOL ↗
- Who funds The Trustees of Princeton University ↗
- Who funds PROMISES2KIDS FOUNDATION ↗
- Who funds TOA NAFASI PROJECT INC ↗
- Who funds LIGHTHOUSE INTERNATIONAL ↗
- Who funds Chrysalis Shelter for Victims of Domestic Violence Inc ↗
- Who funds LOS ANGELES BALLET INC ↗
- Who funds WORLD OF CHILDREN INC ↗
- Who funds CHILDREN'S BURN FOUNDATION ↗
- Who funds MALIBU FOUNDATION ↗
- Who funds KIDS OF KATHMANDU INC ↗
- Who funds ALLIANCE FOR CHILDREN'S RIGHTS ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: National Philanthropic Trust · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Dr Herbert and Nicole Wertheim Family Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- The Trustees of Princeton University — 11% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to Dr Herbert and Nicole Wertheim Family Foundation Inc?
Find your warmest path to Dr Herbert and Nicole Wertheim Family Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.