Herbert A. Wertheim Family Foundation

Private foundation · EIN 59-1778605 · since 1978wertheim.org/Home.html·California, Florida·Updated 13 October 2026

At a glance

$26.2M

Annual giving, 2023 tax year

From the Form 990-PF filing

$80 to $10M

Grant range

From grants in the 990-PF filings

$25,000

Typical grant (median)

11 grants in the latest filing

Invitation only

Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

This foundation funds only organisations it has preselected and does not accept unsolicited requests, so a general approach from an unconnected charity is unlikely to succeed.
Its recorded giving centres on education, including colleges of engineering, medicine and nursing, alongside themes such as global health, humanitarian efforts, research and community support, so check that your work sits within these areas.
A realistic request should be modest: half of its 18 grants were $25,000 or less, with a median grant of $25,000, although about 8 in 10 of those 18 grants fell within a wider $80 to $10,000,000 range.
Around 38% of its grant dollars went to organisations it had also funded the previous year, suggesting it leans toward continuing existing relationships rather than funding new ones.
As it operates by invitation only, organisations without an existing connection to the foundation should not apply through an unsolicited request.

Overview

Herbert A. Wertheim Family Foundation is a US private foundation based in Miami, FL.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2023, TY2022) and its website, with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The foundation describes supporting a variety of community institutions and support programmes, and its public site highlights funding for colleges of engineering, medicine and nursing. Its grants support students, faculty, physicians, staff and volunteers, and knowledge-sharing, discovery and service. The grant record also includes purposes relating to global health, economic progress, humanitarian efforts, education, prostate-cancer research, Jewish heritage, antisemitism, foster children and youth, and support for people affected by eating disorders. Its grants go to universities and other charitable organisations, with recorded giving spanning education, research, health and community support.

Themes

Education

Geographic Focus

No geographic focus is stated; the filings show grants mainly in California and Florida.

How to apply

The foundation gives only to preselected charitable organisations and does not accept unsolicited requests; the filing provides no further submission steps.

Application success factors

Repeat giving: In its TY2023 filing, 38% of its grant dollars to organisations went to organisations it had also funded in its TY2022 filing.
Grant size: Across its TY2022 and TY2023 filings, half of its 18 grants to organisations were $25,000 or less.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2023.

Grant dollars by state

California52%

Florida48%

New York<1%

Virginia<1%

The largest single recipient received 40% of grant dollars to organisations.
In tax year 2023, 38% of grant dollars went to organisations Herbert A. Wertheim Family Foundation had funded in earlier filings.
No grants were paid directly to organisations outside the US.

Grants

11 grants in the latest filing analysed · median $25,000

How much do they typically give?

Share of 11 grants in tax year 2023 by size

$10k–$25k36%

$25k–$50k18%

$50k–$100k0%

$100k–$250k9%

$250k–$500k0%

$500k–$1M0%

$1M and over36%

Median $25,000 (tax year 2023)

The largest grants to organisations in the foundation’s latest filing:

University of California Berkeley Foundation · To support students, faculty, physicians, staff, and volunteers working diligently toward a remarkable future.
$10,000,0002023 tax year
University of Florida Foundation · Knowledge-sharing, discovery and service.
$10,000,0002023 tax year
Uc San Diego Foundation · To support students, faculty, physicians, staff, and volunteers working diligently toward a remarkable future.
$4,000,0002023 tax year
Florida International University Foundation · Knowledge sharing, discovery, and service.
$2,000,0002023 tax year
Milken Institute · To support global health, economic progress, and innovative solutions to critical problems.
$100,0002023 tax year
Oxbridge Academy Foundation · To support students by providing high quality education.
$25,0002023 tax year
American Red Cross · To support humanitarian efforts to provide confort and hope
$25,0002023 tax year
Horatio Alger Association · To support students who are pursuing higher education.
$20,0002023 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

Ray Wetheim — Director
Nicole JD Wertheim — Secretary
Dr Herbert A Wertheim — President

From the latest Form 990-PF filing

2 years of tax filings

Year	Total expenses	Grants paid	Assets	Filing document
2022 tax year	$2,981,295	$1,047,705	$192,501,351	Filing for 2022 tax year
2023 tax year	$28,177,279	$26,205,000	$274,979,176	Filing for 2023 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.