Bertha Mcqueen Fortune Foundation
ORLANDO, FL EIN: 58-6386865
Financial Overview
From 2025 IRS Form 990-PF
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
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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
No grants recorded for .
Who else does Bertha Mcqueen Fortune Foundation fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
South Carolina $179K (100%)
States
Cities
Anderson
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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