Nonprofit · EIN 58-6386865
BERTHA MCQUEEN FORTUNE FOUNDATION
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $54,786 | $46,618 | $8,168 | $804,924 | $0 | $804,924 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $23,790
- Net gain from sales of assets
- $30,996
Expenses
- Grants and similar amounts paid
- $33,667
- Compensation of officers, directors and key employees
- $10,964
- Disbursements for charitable purposes
- $40,649
- Excise tax on investment income
- $684
Balance sheet and other
- Total assets, start of year
- $796,880
- Total assets, end of year
- $804,924
- Total liabilities, end of year
- $0
- Net assets, end of year
- $804,924
- Fair market value of assets
- $926,791
- Qualifying distributions
- $40,649
- Net investment income
- $54,786
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $10,964 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING & TRUST COMPANY
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (252) 246-4722
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6386865
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2020
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $804,924
- Income (IRS master file)
- $374,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $28,656 | $44,669 | $796,880 | IRS |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BERTHA MCQUEEN FORTUNE FOUNDATION
- What is the EIN of BERTHA MCQUEEN FORTUNE FOUNDATION?
- The employer identification number (EIN) of BERTHA MCQUEEN FORTUNE FOUNDATION is 58-6386865.
- Is BERTHA MCQUEEN FORTUNE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to BERTHA MCQUEEN FORTUNE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHA MCQUEEN FORTUNE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA MCQUEEN FORTUNE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHA MCQUEEN FORTUNE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of BERTHA MCQUEEN FORTUNE FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,964 (TRUIST BANK, TRUSTEE).
- How much revenue does BERTHA MCQUEEN FORTUNE FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $54,786, expenses of $46,618 and total assets of $804,924 at year end.
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