Nonprofit · EIN 84-4027805
ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC
Tax-exempt · BAY HARBOR IS, FL 33154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,012 | $15,766 | -$12,754 | $67,808 | $0 | $67,808 |
| December 31, 2024 | 990-PF | $3,958 | $7,366 | -$3,408 | $80,562 | $0 | $80,562 |
| December 31, 2023 | 990-PF | $4,186 | $8,322 | -$4,136 | $83,970 | $0 | $83,970 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,978
- Interest
- $34
Expenses
- Grants and similar amounts paid
- $13,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,600
- Excise tax on investment income
- $41
Balance sheet and other
- Total assets, start of year
- $80,562
- Total assets, end of year
- $67,808
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,808
- Fair market value of assets
- $67,808
- Qualifying distributions
- $13,600
- Net investment income
- $3,012
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICA WERTHEIM ZOHAR 9410 WEST BROADVIEW DRIVE, BAY HARBOR ISLANDS, FL 33154 | PRESIDENT | 0.5 | $0 |
| HERBERT A WERTHEIM 4470 SW 74TH AVE, MIAMI, FL 33155 | DIRECTOR | 0 | $0 |
| LIOR Z ZOHAR 9410 WEST BROADVIEW DRIVE, BAY HARBOR ISLANDS, FL 33154 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICA WERTHEIM ZOHAR 4470 SW 74TH AVE, MIAMI, FL 33155 | PRESIDENT | 0.5 | $0 |
| HERBERT A WERTHEIM 4470 SW 74TH AVE, MIAMI, FL 33155 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICA WERTHEIM ZOHAR 4470 SW 74TH AVE, MIAMI, FL 33155 | PRESIDENT | 0.5 | $0 |
| VANESSA WERTHEIM 4470 SW 74TH AVE, MIAMI, FL 33155 | VICE PRESIDENT | 0.5 | $0 |
| HERBERT A WERTHEIM 4470 SW 74TH AVE, MIAMI, FL 33155 | VICE PRESIDENT | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 9410 W BROADVIEW DR, BAY HARBOR IS, FL 33154-1924
- In care of
- % HERBERT A WERTHEIM
- Signed the 990-PF
- ERICA WERTHEIM ZOHAR, PRESIDENT
- Phone
- (310) 709-3880
- Return prepared by
- HALLER ROBBINS EPELBAUM MISIUNAS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4027805
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $67,808
- Income (IRS master file)
- $3,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,012 | $15,766 | $67,808 | XML |
| 990-PF | December 2024 | $3,958 | $7,366 | $80,562 | IRS |
| 990-PF | December 2023 | $4,186 | $8,322 | $83,970 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-4027805).
Questions about ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC
- What is the EIN of ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC is 84-4027805.
- Is ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ERICA WERTHEIM ZOHAR FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,012, expenses of $15,766 and total assets of $67,808 at year end.
Other nonprofits in BAY HARBOR IS
- THE LAMPERT FOUNDATION EIN 20-5436006 · last filed 990-PF for 2024
- GRACE US EIN 75-3093558 · last filed 990-PF for 2024
- GEMMA FOUNDATION INC EIN 38-3795535 · last filed 990-PF for 2025
- NEUMANN FAMILY FOUNDATION EIN 92-3356626 · last filed 990-PF for 2025
- BEIT CHABAD ALMAGRO INC EIN 27-0039602 · last filed 990 for 2026
- ALLIED WORLD INC EIN 99-2100325 · last filed 990 for 2024
- HAYELADIM SHELANU - OUR CHILDREN INC EIN 99-3391262 · last filed 990 for 2024
- TB FOUNDATION EIN 99-2811881 · last filed 990 for 2024
All nonprofits in BAY HARBOR IS · Florida · Philanthropy, voluntarism and grantmaking foundations