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Dr Herbert Wertheim Family Foundation Inc at a glance

· Private foundation

Dr Herbert Wertheim Family Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$23M
Granted FY2025still arriving
5
Grants FY2025still arriving
3
States reached
$22M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$55MPhilanthropy$217kHealth$155kSocial Science$100kPublic Safety & Disaster$52kInternational$28kHuman Services$17kCivil Rights$10kOther$0
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $3k
  • $10k–50k2 grants · $55k
  • $250k+1 grant · $22M
$25,000
Median grant
3
States reached
$52M
Total assets
Largest grants
RecipientAmount
THE FERRARI FOUNDATION$22,495,866
PROMISE FUND OF FLORIDA INC$30,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE$25,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS$3,000
HORATIO ALGER ASSOCIATION$235
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–24, $11k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%CHRYSALIS: $1k → 11%SELFLESS LOVE FOUNDATION: $10k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NY
NJ
CA
CO
VA
AZ
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

70%of every dollar goes to organizations it has funded before.
$55M · 10 repeat orgs$23M to everyone else

Grantees it renews have grown median revenue +5% since the first grant, against -1% for those funded once.

10 repeat relationships: 1 still active in FY2025, 9 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
32

Total granted

$55M
$541k

Median revenue growth · since first grant

+5%
-1%

Still filing today

90%
63%

New vs renewed · share of each year

In FY2025, 0% of grant dollars renewed an existing relationship; $23M went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationPhilanthropyInternationalHealthArts & CultureHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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 INC
    8× · 2017–2024 · $24M · revenue +56%
  • US
    UC SAN DIEGO FOUNDATION
    5× · 2018–2024 · $11M · revenue +28%
  • OS
    OPERATION SMILE INC
    3× · 2018–2020 · $9k · revenue +37%

Funded once

  • VW
    VANESSA WERTHEIM FAMILY FOUNDATION INC
    one grant, 2020 · $102k · revenue -97% · 100% of their budget
  • EW
    ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC
    one grant, 2020 · $102k · revenue -97% · 100% of their budget
  • TM
    THE MILKEN INSTITUTE
    one grant, 2024 · $100k · revenue 0%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Ucla Foundation

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…

Education
2
University of California Irvine Foundation

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…

Education
3
Massachusetts Institute of Technology

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.

Education
4
Pacific University

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.

Education
5
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
6
The Diller-Von Furstenberg Family Foundation
Philanthropy
7
Uc Santa Barbara Foundation

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…

Education
8
University of South Florida Foundation Inc

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,…

Education
9
Samuel Waxman Cancer Research Foundation

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…

—
10
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
11
United States Naval Institute

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.

—
12
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
How this is measured
The grantee most central to the portfolio’s shape is The University of Florida Foundation Inc; 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.
04the grantee network

33 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 33 of the 46 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

4
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
33/33
Grantees still filing
11/33
Grew since first funded

Where the money sits, by cause and then by grantee

THE UNIVERSITY OF FLORIDA FOUNDATION INC: $23,608,595 · EducationTHE UNIVERSITY OF FLORIDA FOUNDATION INCUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $15,000,000 · EducationUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATIONUC SAN DIEGO FOUNDATION: $11,000,000 · EducationUC SAN DIEGO FOUNDATIONFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: $5,012,000 · EducationFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC+4 more: $55,485 · EducationTHE FERRARI FOUNDATION: $22,495,866 · PhilanthropyTHE FERRARI FOUNDATION+5 more: $341,825 · PhilanthropyTHE MILKEN INSTITUTE: $100,000 · OtherAMERICAN RED CROSS: $50,000 · OtherAMERICAN JEWISH COMMITTEE: $10,000 · Other+20 more: $26,636 · OtherPROMISE FUND OF FLORIDA INC: $30,000 · HealthNATIONAL ALLIANCE FOR EATING DISORDERS INC: $15,000 · HealthBIRTHRIGHT ISRAEL FOUNDATION: $25,000 · InternationalOPERATION SMILE INC: $8,500 · InternationalLIGHTHOUSE INTERNATIONAL: $2,000 · International+1 more: $250 · InternationalPeggy Adams Animal Rescue League of the Palm Beaches Inc: $25,000 · AnimalsSELFLESS LOVE FOUNDATION INC: $10,000 · Human ServicesChrysalis Shelter for Victims of Domestic Violence Inc: $1,000 · Human Services
Education$54,676,080Philanthropy$22,837,691Other$186,636Health$45,000International$35,750Animals$25,000Human Services$11,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE UNIVERSITY OF FLORIDA FOUNDATION INC: $23,608,595 over 8y, 3.7% of budgetTHE FERRARI FOUNDATION: $22,495,866 over 1y, 79% of budgetUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $15,000,000 over 2y, 2.0% of budgetUC SAN DIEGO FOUNDATION: $11,000,000 over 5y, 1.7% of budgetFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: $5,012,000 over 2y, 4.3% of budgetVANESSA WERTHEIM FAMILY FOUNDATION INC: $102,125 over 1y, 100% of budgetERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC: $102,100 over 1y, 100% of budgetTHE MILKEN INSTITUTE: $100,000 over 1y, 0.0% of budgetRADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO: $100,000 over 1y, 0.1% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $25,000 over 1y, 0.0% of budgetPeggy Adams Animal Rescue League of the Palm Beaches Inc: $25,000 over 1y, 0.2% of budgetOXBRIDGE ACADEMY FOUNDATION INC: $25,000 over 1y, 0.1% of budgetPROSTATE CANCER FOUNDATION: $25,000 over 1y, 0.0% of budgetHORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC: $20,235 over 2y, 0.1% of budgetNATIONAL ALLIANCE FOR EATING DISORDERS INC: $15,000 over 1y, 0.7% of budgetGLOBAL FOUNDATION FOR OCEANOGRAPHIC & ATMOSPHERIC RESEARCH INC: $12,600 over 3y, 100% of budgetAMERICAN JEWISH COMMITTEE: $10,000 over 1y, 0.0% of budgetSELFLESS LOVE FOUNDATION INC: $10,000 over 1y, 0.2% of budgetOPERATION SMILE INC: $8,500 over 3y, 0.0% of budgetBRENTWOOD SCHOOL: $5,250 over 4y, 0.0% of budgetPROMISES2KIDS FOUNDATION: $5,000 over 1y, 0.1% of budgetThe Trustees of Princeton University: $5,000 over 2y, 0.0% of budgetRAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC: $3,000 over 1y, 0.0% of budgetLIGHTHOUSE INTERNATIONAL: $2,000 over 1y, 0.0% of budgetLOS ANGELES BALLET INC: $1,000 over 1y, 0.0% of budgetChrysalis Shelter for Victims of Domestic Violence Inc: $1,000 over 1y, 0.0% of budgetWORLD OF CHILDREN INC: $680 over 1y, 0.0% of budgetCHILDREN'S BURN FOUNDATION: $600 over 1y, 0.0% of budgetMALIBU FOUNDATION: $500 over 1y, 0.0% of budgetKIDS OF KATHMANDU INC: $250 over 1y, 0.2% of budgetALLIANCE FOR CHILDREN'S RIGHTS: $250 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

National Philanthropi…American Endowment Fo…Morgan Stanley Global…Vanguard Charitable E…The Bank of America C…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
National Philanthropic TrustPA9.8× affinity7 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Dr Herbert Wertheim Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Dr Herbert Wertheim Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%6%25%56%100%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 11%
  • The Trustees of Princeton University: 11% of income from government
no gov moneyreceives it· size = income
7get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Dr Herbert Wertheim Family Foundation Inc?

Find your warmest path to Dr Herbert 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.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 46 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Dr Herbert Wertheim Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home