The Bert Foundation Inc
BALTIMORE, MD EIN: 52-2133702
Financial Overview
From 2024 IRS Form 990-PF
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
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does The Bert Foundation Inc fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Maryland $1.7M (100%)
States
Cities
AnnapolisBaltimore
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Bert Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry