Bertha Mcqueen Fortune Foundation

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 grants totaling $34K. Net investment income was $49K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$805K

+1.0% YoY

Annual Giving

$34K

+4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$34K

+4.5% YoY

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.

About Bertha Mcqueen Fortune Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

South Carolina $179K (100%)

States

South Carolina

Cities

Anderson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$804,924	$796,880	$812,969
Revenue	$54,786	$28,656	$-26,780
Expenses	$46,618	$44,669	$52,296
Qualifying Distributions	$40,649	$39,166	$44,694
Net Investment Income	$49,243	$22,003	$13,368
Distributable Amount	$44,022	$40,626	$39,399

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Anderson University ($33,667).

Recipient	Purpose	Amount
ANDERSON UNIVERSITY ANDERSON, SC	SCHOLARSHIPS	$33,667

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	12	$10,964

Frequently Asked Questions

How large is Bertha Mcqueen Fortune Foundation?

As of 2025, Bertha Mcqueen Fortune Foundation holds $805K in total assets with $55K in annual revenue. It awarded 1 grants totaling $34K in 2025.

Where does Bertha Mcqueen Fortune Foundation operate?

Bertha Mcqueen Fortune Foundation has awarded grants in South Carolina.

What size grants does Bertha Mcqueen Fortune Foundation award?

In 2025, Bertha Mcqueen Fortune Foundation awarded 1 grants totaling $34K — an average of about $34K per grant, based on its IRS Form 990 filings.

How much is Bertha Mcqueen Fortune Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bertha Mcqueen Fortune Foundation reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.