Bertha McQueen Fortune Foundation
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.
Key facts about Bertha McQueen Fortune Foundation
- EIN
- 58-6386865
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $33,667
- Grants made (2025)
- 1
- Average grant
- $33,667
- Median grant
- $33,667
- Total assets
- $804,924
- Primary geography
- South Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
Next steps with Bertha McQueen Fortune Foundation
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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
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
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.
Ready to take the next step with Bertha McQueen Fortune Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 recipients 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 IRS 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 grant 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 grant 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.