Bert Fish Foundation Inc
Bert Fish Foundation Inc is a private foundation, based in ORMOND BEACH, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $15.4M in total assets. In 2025, it awarded 5 grants totaling $741K. Net investment income was $4.7M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$15.4M
+33.3% YoY
Annual Giving
$741K
+31.8% YoY
Grant Count
5
+150.0% YoY
Avg Grant Size
$148K
-47.3% YoY
Under IRS private-foundation payout rules, Bert Fish Foundation Inc reported a distributable amount of $708K for 2025 — the minimum it must pay out in qualifying distributions.
About Bert Fish Foundation Inc
Based on IRS filings
Bert Fish Foundation Inc is a private foundation, based in ORMOND BEACH, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $15.4M in total assets. In 2025, it awarded 5 grants totaling $741K. Net investment income was $4.7M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $15,426,076 | $11,573,894 | $11,604,737 |
| Revenue | $4,860,964 | $772,628 | $325 |
| Expenses | $1,008,782 | $803,468 | $887,688 |
| Qualifying Distributions | $814,601 | $624,814 | $705,339 |
| Net Investment Income | $4,675,483 | $595,187 | $56,553 |
| Distributable Amount | $708,108 | $708,001 | $647,090 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include American Endowment Foundation ($350,000), Fsu Foundation - Daytona Campus ($300,000), Lincoln Memorial University ($58,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN ENDOWMENT FOUNDATION HUDSON, OH | DONOR ADVISED FUND | $350,000 |
| FSU FOUNDATION - DAYTONA CAMPUS DAYTONA BEACH, FL | SCHOLARSHIPS | $300,000 |
| HALIFAX FAMILY MEDICINE RESIDENCY DAYTONA BEACH, FL | SCHOLARSHIPS | $7,500 |
| LINCOLN MEMORIAL UNIVERSITY HARROGATE, TN | SCHOLARSHIP | $58,000 |
| UNIVERSITY OF CENTRAL FLORIDA ORLANDO, FL | NURSING SCHOLARSHIPS | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANK A FORD JR | TRUSTEE | — | $4,000 |
| DAVID L WILLIAMS MD | TRUSTEE | — | $4,000 |
| PAMELA CARBIENER MD | TRUSTEE | — | $1,000 |
| GARY HARRIS | TRUSTEE | — | $4,000 |
| HONORABLE LEAH CASE | TRUSTEE | — | $4,000 |
| EDWARD F SIMPSON | TREASURER | — | $4,000 |
| LUCKEY M DUNN MD | VICE PRESIDE | — | $4,000 |
| RICHARD S GRAHAM | SECRETARY | — | $4,000 |
| NOAH MCKINNON | PRESIDENT/CH | — | — |
Frequently Asked Questions
How large is Bert Fish Foundation Inc?
As of 2025, Bert Fish Foundation Inc holds $15.4M in total assets with $4.9M in annual revenue. It awarded 5 grants totaling $741K in 2025.
Where does Bert Fish Foundation Inc operate?
Bert Fish Foundation Inc has awarded grants in Florida, Ohio, Tennessee.
What size grants does Bert Fish Foundation Inc award?
In 2025, Bert Fish Foundation Inc awarded 5 grants totaling $741K — an average of about $148K per grant, based on its IRS Form 990 filings.
How much is Bert Fish Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bert Fish Foundation Inc reported a distributable amount of $708K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bert Fish Foundation Inc's EIN?
Bert Fish Foundation Inc's EIN (Employer Identification Number) is 59-3020772. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Bert Fish Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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