Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-3020772

BERT FISH FOUNDATION INC

Tax-exempt · ORMOND BEACH, FL 32174

Financials

$325$888K2022$773K$803K2023$4.9M$1M2024
Revenue Expenses · by fiscal year end
Financials of BERT FISH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$4,860,964$1,008,782$3,852,182$15,426,076$0$15,426,076
September 30, 2024990-PF$772,628$803,468-$30,840$11,573,894$0$11,573,894
September 30, 2023990-PF$325$887,688-$887,363$11,604,737$3$11,604,734
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$310,815
Net gain from sales of assets
$4,550,149

Expenses

Grants and similar amounts paid
$740,500
Compensation of officers, directors and key employees
$29,000
Salaries, compensation and benefits (total)
$64,448
Disbursements for charitable purposes
$814,601
Excise tax on investment income
$64,989

Balance sheet and other

Total assets, start of year
$11,573,894
Total assets, end of year
$15,426,076
Total liabilities, end of year
$0
Net assets, end of year
$15,426,076
Fair market value of assets
$16,697,225
Qualifying distributions
$814,601
Net investment income
$4,860,964

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FRANK A FORD JR
145 E RICH AVE STE C, DELAND, FL 32724
TRUSTEE0$4,000
DAVID L WILLIAMS MD
118 RIVER BLUFF DRIVE, ORMOND BEACH, FL 32174
TRUSTEE0$4,000
GARY HARRIS
192 BLACK HICKORY WAY, ORMOND BEACH, FL 32174
TRUSTEE0$4,000
HONORABLE LEAH CASE
97 GREY DAPPLE WAY, ORMOND BEACH, FL 32174
TRUSTEE0$4,000
EDWARD F SIMPSON
4626 HARBOUR VLG BLVD 3508, PONCE INLET, FL 32127
TREASURER0$4,000
LUCKEY M DUNN MD
15 SUNSET TERRACE, DAYTONA BEACH, FL 32118
VICE PRESIDE0$4,000
RICHARD S GRAHAM
411 OCEAN SHORE BLVD, ORMOND BEACH, FL 32176
SECRETARY0$4,000
PAMELA CARBIENER MD
30 TWELVE OAKS TRAIL, ORMOND BEACH, FL 32174
TRUSTEE0$1,000
NOAH MCKINNON
595 W GRANADA BLVD SUITE A, ORMOND BEACH, FL 32174
PRESIDENT/CH0$0
990-PF for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensation
FRANK A FORD JR
145 E RICH AVE STE C, DELAND, FL 32724
TRUSTEE0$2,000
DAVID L WILLIAMS MD
118 RIVER BLUFF DRIVE, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
PAMELA CARBIENER MD
30 TWELVE OAKS TRAIL, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
GARY HARRIS
192 BLACK HICKORY WAY, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
HONORABLE LEAH CASE
97 GREY DAPPLE WAY, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
EDWARD F SIMPSON
4626 HARBOUR VLG BLVD 3508, PONCE INLET, FL 32127
TREASURER0$2,000
RICHARD S GRAHAM
411 OCEAN SHORE BLVD, ORMOND BEACH, FL 32176
SECRETARY0$2,000
LUCKEY M DUNN MD
15 SUNSET TERRACE, DAYTONA BEACH, FL 32118
VICE PRESIDE0$0
ALICE REID
1209 WEEPING WILLOW DRIVE, DELAND, FL 32724
EXECUTIVE DI0$0
NOAH MCKINNON
595 W GRANADA BLVD SUITE A, ORMOND BEACH, FL 32174
PRESIDENT/CH0$0
990-PF for the year ended September 30, 2023: 10 people
NameTitleHours / weekCompensation
ALEX FORD JR
145 E RICH AVE STE C, DELAND, FL 32724
TRUSTEE0$2,000
DAVID L WILLIAMS MD
118 RIVER BLUFF DRIVE, ORMOND BEACH, FL 32724
TRUSTEE0$2,000
PAMELA CARBIENER MD
30 TWELVE OAKS TRAIL, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
GARY HARRIS
192 BLACK HICKORY WAY, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
HONORABLE LEAH CASE
97 GREY DAPPLE WAY, ORMOND BEACH, FL 32174
TRUSTEE0$2,000
EDWARD F SIMPSON
4626 HARBOUR VLG BLVD 3508, PONCE INLET, FL 32127
TREASURER0$2,000
LUCKEY M DUNN MD
15 SUNSET TERRACE, DAYTONA BEACH, FL 32118
VICE PRESIDE0$2,000
RICHARD S GRAHAM
411 OCEAN SHORE BLVD, ORMOND BEACH, FL 32176
SECRETARY0$0
ALICE REID
1209 WEEPING WILLOW DRIVE, DELAND, FL 32724
EXECUTIVE DI0$0
NOAH MCKINNON
595 W GRANADA BLVD SUITE A, ORMOND BEACH, FL 32174
PRESIDENT/CH0$0

Address and contacts

Address (IRS master file)
595 W GRANADA BLVD STE A, ORMOND BEACH, FL 32174-5181
Signed the 990-PF
NOAH MCKINNON, PRESIDENT/CHAIRMAN
Phone
(386) 677-3431
Return prepared by
WING WEBER & CO PL

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
59-3020772
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
1991
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$15,426,076
Income (IRS master file)
$19,290,995

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$4,860,964$1,008,782$15,426,076IRS
990-PFSeptember 2024$772,628$803,468$11,573,894XML
990-PFSeptember 2023$325$887,688$11,604,737XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 59-3020772).

Questions about BERT FISH FOUNDATION INC

What is the EIN of BERT FISH FOUNDATION INC?
The employer identification number (EIN) of BERT FISH FOUNDATION INC is 59-3020772.
Is BERT FISH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to BERT FISH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERT FISH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERT FISH FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERT FISH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of BERT FISH FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 9 people; 8 received compensation from the organization, the highest $4,000 (FRANK A FORD JR, TRUSTEE).
How much revenue does BERT FISH FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $4,860,964, expenses of $1,008,782 and total assets of $15,426,076 at year end.

Other nonprofits in ORMOND BEACH

All nonprofits in ORMOND BEACH · Florida