The Bert Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 2 grants totaling $325K. Net investment income was $218K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
-4.2% YoY
Annual Giving
$325K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$163K
+0.0% YoY
About The Bert Foundation Inc
Based on IRS filings
The Bert Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 2 grants totaling $325K. Net investment income was $218K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,472,243 | $2,579,755 | $2,725,388 |
| Revenue | $266,994 | $223,568 | $257,570 |
| Expenses | $374,506 | $369,201 | $446,763 |
| Qualifying Distributions | $325,000 | $325,000 | $400,000 |
| Net Investment Income | $217,865 | $181,357 | $216,735 |
| Distributable Amount | $178,938 | $165,410 | $180,625 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONALD R MERING | PRESIDENT | 0.25 | — |
| JOHN P EDGAR | VICE PRESIDENT | 0.1 | — |
| CAROLANNE HARRIS | SECRETARY | 0.25 | — |
| S SCOTT TATE | TREASURER | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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