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Also known as: FOUNDATION INC
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Brooks And Joan Fortune Family Foundation Inc. is a private corporation based in NAPLES, FL. The foundation received its IRS ruling in 1988. The principal officer is John B Fortune. It holds total assets of $12.2M. Annual income is reported at $5.4M. Total assets have grown from $2.2M in 2010 to $9.8M in 2023. The foundation is governed by 10 officers and trustees. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in Florida, South Carolina and Massachusetts. According to available records, Brooks And Joan Fortune Family Foundation Inc. has made 269 grants totaling $3.1M, with a median grant of $5K. The foundation has distributed between $695K and $1.7M annually from 2022 to 2024. Grantmaking activity was highest in 2023 with $1.7M distributed across 154 grants. Individual grants have ranged from $500 to $120K, with an average award of $11K. The foundation has supported 137 unique organizations. The foundation primarily supports organizations in Florida, Indiana, South Carolina, which account for 62% of all grants. Grantmaking reaches organizations across 20 states. Contributions to this foundation are tax-deductible.
No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$14K
Largest Grant
$91K
Based on 49 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Brooks And Joan Fortune Family Foundation Inc. is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 269 grants. Its grantmaking reaches organizations primarily in FL, IN, SC.
Brooks And Joan Fortune Family Foundation Inc. has distributed a total of $3.1M across 269 grants. The median grant size is $5K, with an average of $11K. Individual grants have ranged from $500 to $120K.
Brooks And Joan Fortune Family Foundation Inc. is a private foundation. To inquire about grants, you can look up the foundation using their EIN (311225136) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Brooks And Joan Fortune Family Foundation Inc. is headquartered in NAPLES, FL. While based in FL, the foundation distributes grants to organizations across 20 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jennifer Flanigan | DIRECTOR | $0 | $0 | N/A |
| Stephanie Zaiser | SECRETARY/TREASURER | $0 | $0 | N/A |
| Lenoir Edward Zaiser Iv | DIRECTOR | $0 | $0 | N/A |
| Erin Hudgins | DIRECTOR | $0 | $0 | N/A |
| Corie Culp | DIRECTOR | $0 | $0 | N/A |
| Neely Fortune | DIRECTOR | $0 | $0 | N/A |
| Brooks Fortune | DIRECTOR | $0 | $0 | N/A |
| Tina Killoran | EXECUTIVE DIRECTOR | $0 | $0 | N/A |
| John B Fortune Md | PRESIDENT | $0 | $0 | N/A |
| Janellen Fortune | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$919K
Total Assets
$9.8M
Fair Market Value
$19M
Net Worth
$9.8M
Grants Paid
$704K
Contributions
N/A
Net Investment Income
$991K
Distribution Amount
$830K
Total: $9.4M
Total Grants
269
Total Giving
$3.1M
Average Grant
$11K
Median Grant
$5K
Unique Recipients
137
Most Common Grant
$5K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Conservancy Of Southwest FloridaGOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES | Naples, FL | $82K | 2024 |
| The Children'S Museum Of Indianapolis IncSPACE OBJECT MATTER | Indianapolis, IN | $60K | 2024 |
| The Naples Players IncKIDZ ACT SCHOLARSHIPS, HURRICANE IAN RELIEF, TEAS & TREES | Naples, FL | $50K | 2024 |
| International Center For JournalismPROGRAMS | Washington, DC | $40K | 2024 |
| Cellobello IncCELLOBELLO WEBSITE REDESIGN | Boston, MA | $30K | 2024 |
| The Washington Township Schools FoundationMSDWT TEACHER AND STUDENT SUPPORT | Indianapolis, IN | $26K | 2024 |
| Crown Hill Heritage Foundation IncMARTY'S BUTTERFLY GARDEN AT CROWN HILL CEMETERY | Indianapolis, IN | $25K | 2024 |
| Cfes Brilliant PathwaysANNUAL EDUCATIONAL MEETING | Essex, NY | $25K | 2024 |
| Willsboro Central SchoolBACKPACK PROGRAM | Willsboro, NY | $23K | 2024 |
| Davids Table IncWHEELCHAIR FLEXIBLE BUS | Greenville, SC | $20K | 2024 |
| John Knox KindergartenPROGRAMS | Greenville, SC | $20K | 2024 |
| Meyer Center For Special ChildrenPROGRAMS | Greenville, SC | $20K | 2024 |
| Indianapolis Art CenterYOUTH COMMUNITY OUTREACH PROGRAMS | Indianapolis, IN | $15K | 2024 |
| Friends Of Waterbury Area Recreation Development IncSKATE PARK | Waterbury, VT | $15K | 2024 |
| National Cert Association IncCERT ASSOCIATION STATE CONFERENCE | Naples, FL | $15K | 2024 |
| The Depot TheaterCHILDRENS THEATER EDUCATION PROGRAM, DEPOT'S 45TH SEASON IN 2023 | Westport, NY | $15K | 2024 |
| Indiana University FoundationEDWARD GUBAR SCHOLARSHIP | Bloomington, IN | $10K | 2024 |
| Flamingo Gardens IncOUTDOOR CLASSROOM THAT IS ACCESSIBLE FOR ALL | Davie, FL | $10K | 2024 |
| Early Education Resource Center Of WaterburyTHE CHILDREN'S ROOM | Waterbury, VT | $10K | 2024 |
| Naples Therapeutic Riding CenterSPONSOR A RIDER SCHOLARSHIP PROGRAM | Naples, FL | $10K | 2024 |
| The Village School Of NaplesPROGRAMS | Naples, FL | $10K | 2024 |
| March Of Dimes IncNICU FAMILY SUPPORT | Arlington, VA | $8K | 2024 |
| Neighborhood FocusPROGRAMS | Greenville, SC | $8K | 2024 |
| Good Health ClinicSUPPORT FOR UNCOMPENSATED CARE | Tavernier, FL | $8K | 2024 |
| Girl'S Leap (Leap Self-Defense)PROGRAMS | Dorchester, MA | $7K | 2024 |
| Team Owen Fund IncTEAM OWEN IN ACTION | Medfield, MA | $7K | 2024 |
| Miracle Hill MinistriesOVERCOMER'S CENTER | Greenville, SC | $6K | 2024 |
| Jumpstart South CarolinaPROGRAMS | Spartanburg, SC | $6K | 2024 |
| Budget Buddies IncPROGRAMS | Boston, MA | $6K | 2024 |
| Pathways Early Education Center Of Immokalee IncEXCEPTIONAL EDUCATIONAL PROGRAMMING AND WRAP AROUND SERVICES | Immokalee, FL | $5K | 2024 |
| American Precision Museum AssociationMASTER PLAN MATCHING GRANT OPPORTUNITY | Windsor, VT | $5K | 2024 |
| Carmel Swim ClubCARMEL SWIM ACADEMY FREE SWIM LESSONS | Carmel, IN | $5K | 2024 |
| Feed Thy Neighbor IncHURRICANE IAN RELIEF | Naples, FL | $5K | 2024 |
| Grand Piano SeriesSPONSOR AN ARTIST IN RESIDENCY FOR SEASON | Bonita Springs, FL | $5K | 2024 |
| Happy Hollow Children'S Camp IncSUMMER CAMP | Indianapolis, IN | $5K | 2024 |
| Jameson IncSUMMER CAMP | Indianapolis, IN | $5K | 2024 |
| Southside High School Athletic DepartmentLIFE AFTER SCHOOL PROGRAM | Greenville, SC | $5K | 2024 |
| St Matthews HouseFOOD BANK | Naples, FL | $5K | 2024 |
| Harvest Hope Food BankFOOD BANK | Greenville, SC | $5K | 2024 |
| Cochrans Ski Area IncSCHOOL PROGRAM FUND | Richmond, VT | $5K | 2024 |
| Jennifer Ann'S GroupGAMING AGAINST VIOLENCE | Atlanta, GA | $5K | 2024 |
| Level Two IncSTUDENT PITCH COMPETITION | Plainfield, IN | $5K | 2024 |
| Southwest Florida Symphony OrchestraREMOVING BARRIES TO MUSIC EDUCATION FOR LEE COUNTY CHILDREN | Fort Myers, FL | $5K | 2024 |
| Whallonsburg Civic Association IncSPONSORSHIP | Essex, NY | $5K | 2024 |
| Hollis AcademyFUNDRAISING CARNIVAL | Greenville, SC | $5K | 2024 |
| Hope Southern IndianaVETERANS ROADTRIP | New Albany, IN | $3K | 2024 |
| Tumbleweed StudiosTUMBLEWEED STUDIOS TEACHING ARTIST IN RESIDENCE | Belfry, MT | $3K | 2024 |
| Aubrey Rogers High SchoolEXCEPTIONAL STUDENT EDUCATION-FIELD TRIPS | Naples, FL | $3K | 2024 |
| Wade Hampton High SchoolACADEMIC TEAM; BASEBALL TEAM | Greenville, SC | $3K | 2024 |
| Community Action Service Team IncTHE WATERBURY COMMON MARKET | Waterbury, VT | $3K | 2024 |