Bertha & HIX Green Fam Fdn IA(1706
Bertha & HIX Green Fam Fdn IA(1706 is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $1.2M. Net investment income was $197K.
Bertha & HIX Green Fam Fdn IA(1706 at a glance
In short: Bertha & HIX Green Fam Fdn IA(1706 gave $1.2M across 2 grants in 2024 (avg $613K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,226,897
- +2259.4% vs 2023
- Grants made (2024)
- 2
- -71.4% vs 2023
- Average grant
- $613,449
- +8158.0% vs 2023
- Median grant
- $613,449
- Primary geography
- Florida (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bertha & HIX Green Fam Fdn IA(1706 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was RJ Charitable DAF #728709 ($1.2M). Together the top 2 received $1.2M.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 30 grants of 31 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How Bertha & HIX Green Fam Fdn IA(1706 gives
- Giving grew 1911% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $47K (2020) to $1.2M (2024). In 2024 it made 2 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| RJ Charitable DAF #728709 St Petersburg, FL | General Support | $1,218,897 |
| A G Rhodes Home Inc Atlanta, GA | General Operating | $8,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $208,585 | $1,242,668 | $1,226,897 | 2 | $1,230,937 | $197,495 | $66,017 |
| 2023 | $1,023,898 | $54,298 | $64,402 | $52,000 | 7 | $54,540 | $44,242 | $51,274 |
| 2022 | $1,033,978 | $39,736 | $81,402 | $68,500 | 8 | $71,040 | $30,370 | $63,052 |
| 2021 | $1,067,443 | $81,196 | $74,846 | $61,000 | 7 | $63,540 | $69,890 | $76,567 |
| 2020 | $1,047,027 | $67,065 | $60,120 | $46,500 | 7 | — | $61,930 | $54,443 |
Under IRS private-foundation payout rules, Bertha & HIX Green Fam Fdn IA(1706 reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha & HIX Green Fam Fdn IA(1706's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Hix Green III
Trustee
On filings since 2020
1 hr/week
No compensation reported
Samuel B. Hollis Jr.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Suzanne H. Apple
Trustee
On filings since 2020
1 hr/week
No compensation reported
Ellis Green
CFO
Trustee → CFO, 2021
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bertha & HIX Green Fam Fdn IA(1706
How much does Bertha & HIX Green Fam Fdn IA(1706 give each year?
Bertha & HIX Green Fam Fdn IA(1706 gave $1.2M across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $52K across 7 grants.
Where does Bertha & HIX Green Fam Fdn IA(1706 operate?
Bertha & HIX Green Fam Fdn IA(1706 has awarded grants in Florida, Georgia.
How much is Bertha & HIX Green Fam Fdn IA(1706 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha & HIX Green Fam Fdn IA(1706 reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertha & HIX Green Fam Fdn IA(1706's EIN?
Bertha & HIX Green Fam Fdn IA(1706's EIN (Employer Identification Number) is 58-6033737. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- IRS filings on file for fiscal years 2020–2024
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