Bertha McQueen Fortune Foundation

Private foundation · Grantmaker Orlando, FL EIN: 58-6386865

Bertha McQueen Fortune Foundation is a private foundation, based in Orlando, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $805K in total assets. In 2025, it awarded 1 grant totaling $34K. Net investment income was $49K.

Bertha McQueen Fortune Foundation at a glance

In short: Bertha McQueen Fortune Foundation gave $34K across 1 grant in 2025 (avg $34K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$33,667
+4.5% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$33,667
+4.5% vs 2024
Median grant
$33,667
Total assets
$804,924
+1.0% vs 2024
Primary geography
South Carolina (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Bertha McQueen Fortune Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Anderson University: $34KAnderson University$34K

The largest 2025 recipient was Anderson University ($34K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Anderson

How Bertha McQueen Fortune Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$10K$20K$30K$40K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $32K (2024) to $38K (2021). In 2025 it made 1 grant totaling $34K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Anderson University Anderson, SCScholarships$33,667
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$804,924$54,786$46,618$33,6671$40,649$49,243$44,022
2024$796,880$28,656$44,669$32,2071$39,166$22,003$40,626
2023$812,969$-26,780$52,296$37,5021$44,694$13,368$39,399
2022$892,117$116,960$53,670$37,2121$44,347$109,618$44,637
2021$829,224$96,006$54,396$38,0741—$88,475$45,185

Under IRS private-foundation payout rules, Bertha McQueen Fortune Foundation reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Bertha McQueen Fortune Foundation's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2022

    12 hrs/week

    $14K (2022) → $11K (2025)

Former officers (1)
  • Former: Branch Banking AND Trust Company (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Trustee: $11KTruist BankTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).

Frequently asked questions about Bertha McQueen Fortune Foundation

How much does Bertha McQueen Fortune Foundation give each year?

Bertha McQueen Fortune Foundation gave $34K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 1 grant.

How large is Bertha McQueen Fortune Foundation?

Bertha McQueen Fortune Foundation reported $805K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Bertha McQueen Fortune Foundation operate?

Bertha McQueen Fortune Foundation has awarded grants in South Carolina.

What is Bertha McQueen Fortune Foundation's EIN?

Bertha McQueen Fortune Foundation's EIN (Employer Identification Number) is 58-6386865. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bertha McQueen Fortune Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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