Bert Fish Foundation Inc

ORMOND BEACH, FL EIN: 59-3020772

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$15.4M

+33.3% YoY

Annual Giving

$741K

+31.8% YoY

Grant Count

5

+150.0% YoY

Avg Grant Size

$148K

-47.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M202020212022202320242025
Metric202520242023
Total Assets$15,426,076$11,573,894$11,604,737
Revenue$4,860,964$772,628$325
Expenses$1,008,782$803,468$887,688
Qualifying Distributions$814,601$624,814$705,339
Net Investment Income$4,675,483$595,187$56,553
Distributable Amount$708,108$708,001$647,090

Giving Over Time

Total grant dollars and number of grants per year

$0$185K$370K$555K$741K3 grants20203 grants20212 grants20222 grants20232 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

AMERICAN ENDOWMENT FOUND…$350KFSU FOUNDATION - DAYTONA…$300KLINCOLN MEMORIAL UNIVERS…$58KUNIVERSITY OF CENTRAL FL…$25KHALIFAX FAMILY MEDICINE …$8K

Grant Size Distribution

17 grants across all recorded years

5<$50K4$50–100K1$100–250K3$250–500K4$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bert Fish Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

FRANK A FORD JRTRUSTEE$4KDAVID L WILLIAMS MDTRUSTEE$4KGARY HARRISTRUSTEE$4KHONORABLE LEAH CASETRUSTEE$4KEDWARD F SIMPSONTREASURER$4KLUCKEY M DUNN MDVICE PRESIDE$4KRICHARD S GRAHAMSECRETARY$4KPAMELA CARBIENER MDTRUSTEE$1K

From 2025 filing

NameTitleHoursCompensation
FRANK A FORD JRTRUSTEE$4,000
DAVID L WILLIAMS MDTRUSTEE$4,000
PAMELA CARBIENER MDTRUSTEE$1,000
GARY HARRISTRUSTEE$4,000
HONORABLE LEAH CASETRUSTEE$4,000
EDWARD F SIMPSONTREASURER$4,000
LUCKEY M DUNN MDVICE PRESIDE$4,000
RICHARD S GRAHAMSECRETARY$4,000
NOAH MCKINNONPRESIDENT/CH

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

Daytona BeachHarrogateHudsonOrlando

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

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