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DR. HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: DR. HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 19 Oct 1977 (48 years ago)
Last Event: AMENDMENT
Event Date Filed: 14 Aug 2023 (2 years ago)
Document Number: 740575
FEI/EIN Number 591778605

Federal Employer Identification (FEI) Number assigned by the IRS.

Mail Address: P O BOX 557336, MIAMI, FL, 33255, US
Address: 4470 SW 74TH AVE, MIAMI, FL, 33155, US
ZIP code: 33155
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WERTHEIM RAY Director 4153 NORTH GOLDENROD ROAD, WINTER PARK, FL, 32792
WERTHEIM, NICOLE J. Vice Chairman 2 Casuarina Concourse, CORAL GABLES, FL, 33143
WERTHEIM,HERBERT A. Agent 4470 SW 74TH AVE, MIAMI, FL, 33155
WERTHEIM, HERBERT A. President 4470 SW 74TH AVE, MIAMI, FL, 33155

Events

Event Type Filed Date Value Description
AMENDMENT 2023-08-14 - -
CHANGE OF MAILING ADDRESS 2011-04-04 4470 SW 74TH AVE, MIAMI, FL 33155 -
REGISTERED AGENT ADDRESS CHANGED 2009-04-02 4470 SW 74TH AVE, MIAMI, FL 33155 -
CHANGE OF PRINCIPAL ADDRESS 2000-05-08 4470 SW 74TH AVE, MIAMI, FL 33155 -
NAME CHANGE AMENDMENT 1998-05-27 DR. HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION, INC. -

Documents

Name Date
ANNUAL REPORT 2024-04-23
Amendment 2023-08-14
ANNUAL REPORT 2023-04-21
ANNUAL REPORT 2022-04-11
AMENDED ANNUAL REPORT 2021-09-23
AMENDED ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-05-05
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-03-07

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1778605 Corporation Unconditional Exemption 4470 SW 74TH AVE, MIAMI, FL, 33155-4408 1978-01
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-09
Asset 10,000,000 to 49,999,999
Income 500,000 to 999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Sep
Asset Amount 42828943
Income Amount 971089
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 202309
Filing Type E
Return Type 990PF
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 202209
Filing Type E
Return Type 990PF
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 201909
Filing Type P
Return Type 990T
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 201909
Filing Type E
Return Type 990PR
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 201809
Filing Type E
Return Type 990PF
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 201709
Filing Type E
Return Type 990PF
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 201609
Filing Type E
Return Type 990PF
File View File
Organization Name DR HERBERT AND NICOLE WERTHEIM FAMILY FOUNDATION INC
EIN 59-1778605
Tax Period 201509
Filing Type E
Return Type 990PF
File View File

Date of last update: 02 Apr 2025

Sources: Florida Department of State