Nonprofit · EIN 59-1778605
DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
Tax-exempt · MIAMI, FL 33155
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $698,855 | $25,462,650 | -$24,763,795 | $51,647,897 | $54,658,339 | -$3,010,442 |
| September 30, 2024 | 990-PF | $41,699,803 | $28,177,279 | $13,522,524 | $51,696,198 | $29,942,845 | $21,753,353 |
| September 30, 2023 | 990-PF | $966,289 | $2,981,295 | -$2,015,006 | $42,828,943 | $34,598,114 | $8,230,829 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $735,073
- Net gain from sales of assets
- -$36,355
- Other income
- $137
Expenses
- Grants and similar amounts paid
- $22,554,101
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $22,554,101
Balance sheet and other
- Total assets, start of year
- $51,696,198
- Total assets, end of year
- $51,647,897
- Total liabilities, end of year
- $54,658,339
- Net assets, end of year
- -$3,010,442
- Fair market value of assets
- $339,060,596
- Qualifying distributions
- $22,554,101
- Net investment income
- $735,210
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR HERBERT A WERTHEIM 4470 SW 74TH AVENUE, MIAMI, FL 33155 | PRESIDENT | 20 | $0 |
| RAY WETHEIM 4153 NORTH GOLDENROD ROAD, WINTER PARK, FL 32792 | DIRECTOR | 12 | $0 |
| DELILAH RAMIREZ 4470 SW 74TH AVENUE, MIAMI, FL 33155 | DIRECTOR | 2 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR HERBERT A WERTHEIM 4470 SW 74TH AVENUE, MIAMI, FL 33155 | PRESIDENT | 20 | $0 |
| NICOLE JD WERTHEIM 4470 SW 74TH AVENUE, MIAMI, FL 33155 | SECRETARY | 6 | $0 |
| RAY WETHEIM 4153 NORTH GOLDENROD ROAD, WINTER PARK, FL 32792 | DIRECTOR | 12 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANESSA V WERTHEIM 4470 SW 74TH AVENUE, MIAMI, FL 33155 | DIRECTOR | 6 | $175,000 |
| DR HERBERT A WERTHEIM 2 CASUARINA CONCOURSE, CORAL GABLES, FL 33143 | PRESIDENT | 20 | $0 |
| NICOLE JD WERTHEIM 2 CASUARINA CONCOURSE, CORAL GABLES, FL 33143 | VICE PRESIDENT | 6 | $0 |
| RAY WERTHEIM 4153 NORTH GOLDENROD ROAD, WINTER PARK, FL 32792 | DIRECTOR | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 4470 SW 74TH AVE, MIAMI, FL 33155-4408
- Signed the 990-PF
- DR HERBERT A WERTHEIM, PRESIDENT
- Phone
- (305) 264-4465
- Return prepared by
- PINCHASIK YELEN MUSKAT STEIN LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 59-1778605
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1978
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $51,647,897
- Income (IRS master file)
- $747,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $698,855 | $25,462,650 | $51,647,897 | XML |
| 990-PF | September 2024 | $41,699,803 | $28,177,279 | $51,696,198 | XML |
| 990-PF | September 2023 | $966,289 | $2,981,295 | $42,828,943 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1778605).
Questions about DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
- What is the EIN of DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC is 59-1778605.
- Is DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $698,855, expenses of $25,462,650 and total assets of $51,647,897 at year end.
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