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

1

+0.0% YoY

Avg Grant Size

$34K

+4.5% YoY

About Bertha Mcqueen Fortune Foundation

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Anderson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$64K$96K$129K20212022202320242025
Metric202520242023
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

$0$10K$19K$29K$38K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

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+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

TRUIST BANKTRUSTEE$11K

From 2025 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE12$10,964

Related Funders

Similar funders by location and focus area

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

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