BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC (EIN 31-1225136)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-10-01
- IRS object ID
- 202412759349100621
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-01T15:07:08-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331068007 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKHAM NORTON MOSTELLER WRIGHT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8961 CONFERENCE DRIVE SUITE 1 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311225136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS AND JOAN FORTUNE FAMILY FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 8027357247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BARCARMIL WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341100900 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B FORTUNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8027357247 | PhoneNum |
| Signature | 2024-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIO BARINA | PreparerPersonNm |
| PTIN | P00201449 | PTIN |
| Phone | 2394335554 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,970,102 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44,065 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,065 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $897,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,473,421 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $897,112 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,746 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,746 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,131,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,131,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,347 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $300 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $703,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $703,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $918,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $212,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $991,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $840,529 | CashBOYAmt |
| Cash EOY | $435,180 | CashEOYAmt |
| Cash EOYFMV | $435,180 | CashEOYFMVAmt |
| US Government Obligations BOY | $487,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $494,189 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $489,445 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,030,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,240,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,399,536 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $651,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $645,941 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,608,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,821,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,970,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,608,541 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,821,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,608,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,821,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,608,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,821,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,608,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $212,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,821,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,821,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| DOUGLAS WINTHROP - ST #013275 | $206,852 | $186,725 | $20,127 | $20,127 |
| DOUGLAS WINTHROP - LT #013275 | $2,266,569 | $1,389,584 | $876,985 | $876,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $897,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $733 | EsPenaltyAmt |
| Overpayment | $13,738 | OverpaymentAmt |
| Applied To ES Tax | $13,738 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN B FORTUNE | IndividualWithBooksNm |
| Phone | 8027357247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BARCARMIL WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN B FORTUNE MD | ||||||||
| 890 BARCARMIL WAY | NAPLES | FL | 34110 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JANELLEN FORTUNE | ||||||||
| 890 BARCARMIL WAY | NAPLES | FL | 34110 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| JENNIFER FLANIGAN | ||||||||
| 4 HORSES CROSSING | LINCOLN | MA | 01773 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEPHANIE ZAISER | ||||||||
| 1114 10TH AVENUE NORTH | NAPLES | FL | 34102 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| LENOIR EDWARD ZAISER IV | ||||||||
| 12375 COLLIERS RESERVE DRIVE | NAPLES | FL | 34110 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ERIN HUDGINS | ||||||||
| 5 CATALOO COURT | GREENVILLE | SC | 29609 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CORIE CULP | ||||||||
| 25 HERITAGE DRIVE | FOUNTAIN INN | SC | 29644 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NEELY FORTUNE | ||||||||
| 1850 CHESTNUT PLACE APT 317 | DENVER | CO | 80202 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BROOKS FORTUNE | ||||||||
| 890 BARCARMIL WAY | NAPLES | FL | 34110 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TINA KILLORAN | ||||||||
| 132 BEDZEL CIRCLE | NAPLES | FL | 34104 | EXECUTIVE DIRECTOR | 15.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,639,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $491,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,131,389 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,131,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,874,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $843,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $843,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,779 | TotalTaxAmt |
| Distributable Before Adj | $829,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $829,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $829,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $750,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $829,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $700,252 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $700,252 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $779,734 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B FORTUNE MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BARCARMIL WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8027357247 | RecipientPhoneNum |
| Recipient Email Address | BNFORTUNE@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUDGET BUDDIES INC | |||||||
| 6 LIBERTY SQUARE 2697 | BOSTON | MA | 02109 | NONE | PC | PROGRAMS | $6,000 |
| CFES BRILLIANT PATHWAYS | |||||||
| PO BOX 247 | ESSEX | NY | 12936 | NONE | PC | ANNUAL EDUCATIONAL MEETING | $25,000 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES | $82,000 |
| CROWN HILL HERITAGE FOUNDATION INC | |||||||
| 700 W 38TH STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | MARTY'S BUTTERFLY GARDEN AT CROWN HILL CEMETERY | $25,000 |
| EARLY EDUCATION RESOURCE CENTER OF WATERBURY | |||||||
| 47 STOWE ST | WATERBURY | VT | 05676 | NONE | PC | THE CHILDREN'S ROOM | $10,000 |
| EMERGE GALLERY ART CENTER | |||||||
| 404 S EVANS ST | GREENVILLE | NC | 27858 | NONE | PC | YOUTH PUBLIC ARTS PROJECT | $1,500 |
| FEED THY NEIGHBOR INC | |||||||
| 7070 IMMOKALEE ROAD | NAPLES | FL | 341193385 | NONE | PC | HURRICANE IAN RELIEF | $5,000 |
| FRIENDS OF WATERBURY AREA RECREATION DEVELOPMENT INC | |||||||
| PO BOX 244 | WATERBURY | VT | 05677 | NONE | PC | SKATE PARK | $15,000 |
| GIRL'S LEAP (LEAP SELF-DEFENSE) | |||||||
| PO BOX 220663 | DORCHESTER | MA | 02122 | NONE | PC | PROGRAMS | $7,000 |
| GOOD HEALTH CLINIC | |||||||
| 91555 OVERSEAS HWY STE 2 | TAVERNIER | FL | 33070 | NONE | PC | SUPPORT FOR UNCOMPENSATED CARE | $7,500 |
| GRAND PIANO SERIES | |||||||
| 3330 CROSSINGS CT 301 | BONITA SPRINGS | FL | 34134 | NONE | PC | SPONSOR AN ARTIST IN RESIDENCY FOR SEASON | $5,000 |
| GUARDIAN WHISKERS | |||||||
| 1104 EAST WASHINGTON AVENUE | MADISON | WI | 53703 | NONE | PC | TARADIDDLE YOUTH WRITING CONTEST | $2,000 |
| HAPPY HOLLOW CHILDREN'S CAMP INC | |||||||
| 615 N ALABAMA ST STE 134 | INDIANAPOLIS | IN | 46204 | NONE | PC | SUMMER CAMP | $5,000 |
| HARVEST HOPE FOOD BANK | |||||||
| 2818 WHITE HORSE ROAD | GREENVILLE | SC | 29611 | NONE | PC | FOOD BANK | $5,000 |
| HOLLIS ACADEMY | |||||||
| 200 GOODRICH STREET | GREENVILLE | SC | 29611 | NONE | PC | FUNDRAISING CARNIVAL | $4,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | EDWARD GUBAR SCHOLARSHIP | $10,000 |
| INTERNATIONAL CENTER FOR JOURNALISM | |||||||
| 750 17TH ST NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | PROGRAMS | $40,000 |
| JAMESON INC | |||||||
| 2001 BRIDGEPORT RD | INDIANAPOLIS | IN | 46231 | NONE | PC | SUMMER CAMP | $5,000 |
| JOHN KNOX KINDERGARTEN | |||||||
| 35 SHANNON DRIVE | GREENVILLE | SC | 29615 | NONE | PC | PROGRAMS | $20,000 |
| JUMPSTART SOUTH CAROLINA | |||||||
| PO BOX 1050 | SPARTANBURG | SC | 29304 | NONE | PC | PROGRAMS | $6,000 |
| MEYER CENTER FOR SPECIAL CHILDREN | |||||||
| 1132 RUTHERFORD ROAD | GREENVILLE | SC | 29609 | NONE | PC | PROGRAMS | $20,000 |
| MIRACLE HILL MINISTRIES | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NONE | PC | OVERCOMER'S CENTER | $6,000 |
| NATIONAL CERT ASSOCIATION INC | |||||||
| 1865 VETERANS PARK DR STE 203 | NAPLES | FL | 34109 | NONE | PC | CERT ASSOCIATION STATE CONFERENCE | $15,000 |
| NEIGHBORHOOD FOCUS | |||||||
| 6914 WHITE HORSE ROAD | GREENVILLE | SC | 29611 | NONE | PC | PROGRAMS | $8,000 |
| SOUTHSIDE HIGH SCHOOL ATHLETIC DEPARTMENT | |||||||
| 6630 FRONTAGE AT WHITE HORSE ROAD | GREENVILLE | SC | 29605 | NONE | PC | LIFE AFTER SCHOOL PROGRAM | $5,000 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | NONE | PC | FOOD BANK | $5,000 |
| THE DEPOT THEATER | |||||||
| PO BOX 414 | WESTPORT | NY | 12993 | NONE | PC | CHILDRENS THEATER EDUCATION PROGRAM, DEPOT'S 45TH SEASON IN 2023 | $15,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | HOLIDAY FOOD BANK DONATION | $1,250 |
| THE NAPLES PLAYERS INC | |||||||
| 701 5TH AVENUE S | NAPLES | FL | 34108 | NONE | PC | KIDZ ACT SCHOLARSHIPS, HURRICANE IAN RELIEF, TEAS & TREES | $50,000 |
| THE VILLAGE SCHOOL OF NAPLES | |||||||
| 6000 GOODLETTE-FRANK ROAD | NAPLES | FL | 34109 | NONE | PC | PROGRAMS | $10,000 |
| THE WASHINGTON TOWNSHIP SCHOOLS FOUNDATION | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NONE | PC | MSDWT TEACHER AND STUDENT SUPPORT | $26,000 |
| WADE HAMPTON HIGH SCHOOL | |||||||
| 100 PINE KNOLL DRIVE | GREENVILLE | SC | 29609 | NONE | PC | ACADEMIC TEAM; BASEBALL TEAM | $2,500 |
| 21&YOU | |||||||
| 2920 FORESTVILLE RD STE 100 3240 | RALEIGH | NC | 27616 | NONE | PC | ENHANCING INCLUSIVE LITERACY | $1,000 |
| AMERICAN PRECISION MUSEUM ASSOCIATION | |||||||
| PO BOX 679 | WINDSOR | VT | 05089 | NONE | PC | MASTER PLAN MATCHING GRANT OPPORTUNITY | $5,000 |
| AUBREY ROGERS HIGH SCHOOL | |||||||
| 15100 VETERANS MEMORIAL BLVD | NAPLES | FL | 34110 | NONE | PC | EXCEPTIONAL STUDENT EDUCATION-FIELD TRIPS | $2,500 |
| BELDON-NOBLE MEMORIAL LIBRARY | |||||||
| PO BOX 339 | ESSEX | NY | 129360339 | NONE | PC | GENERAL EDUCATIONAL PROGRAMS | $1,000 |
| CANOPY STUDIO INC | |||||||
| 160 TRACY STREET UNIT 6 | ATHENS | GA | 30601 | NONE | PC | CANOPY OUTREACH PROGRAM | $2,500 |
| CARMEL SWIM CLUB | |||||||
| 515 E MAIN STREET SUITE 100 | CARMEL | IN | 46032 | NONE | PC | CARMEL SWIM ACADEMY FREE SWIM LESSONS | $5,000 |
| CELLOBELLO INC | |||||||
| PO BOX 230621 | BOSTON | MA | 02123 | NONE | PC | CELLOBELLO WEBSITE REDESIGN | $30,000 |
| COCHRANS SKI AREA INC | |||||||
| PO BOX 789 | RICHMOND | VT | 054770789 | NONE | PC | SCHOOL PROGRAM FUND | $5,000 |
| COMMUNITY ACTION SERVICE TEAM INC | |||||||
| 57 S MAIN STREET SUITE 3 | WATERBURY | VT | 05676 | NONE | PC | THE WATERBURY COMMON MARKET | $2,500 |
| DAVIDS TABLE INC | |||||||
| PO BOX 16176 | GREENVILLE | SC | 29605 | NONE | PC | WHEELCHAIR FLEXIBLE BUS | $20,000 |
| ESSEX THEATRE CO INC REMIC | |||||||
| PO BOX 117 | ESSEX | NY | 129360117 | NONE | PC | CONTINUATION OF LOCAL PERFORMING ARTS IN THE CHAMPLAIN VALLEY | $2,000 |
| FALLS OF THE OHIO FOUNDATION INC | |||||||
| 201 W RIVERSIDE DRIVE | CLARKSVILLE | IN | 47129 | NONE | PC | FALLS OF THE OHIO FOUNDATION EDUCATIONAL EXPERIENCES PROGRAM | $2,000 |
| FLAMINGO GARDENS INC | |||||||
| 3750 SOUTH FLAMINGO ROAD | DAVIE | FL | 33330 | NONE | PC | OUTDOOR CLASSROOM THAT IS ACCESSIBLE FOR ALL | $10,000 |
| HOPE SOUTHERN INDIANA | |||||||
| 1200 BONO RD | NEW ALBANY | IN | 47150 | NONE | PC | VETERANS ROADTRIP | $3,000 |
| INDIANAPOLIS ART CENTER | |||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | NONE | PC | YOUTH COMMUNITY OUTREACH PROGRAMS | $15,000 |
| JENNIFER ANN'S GROUP | |||||||
| 2554 DREW VALLEY RD NE | ATLANTA | GA | 30319 | NONE | PC | GAMING AGAINST VIOLENCE | $5,000 |
| LAKESIDE PRESCHOOL | |||||||
| 6 LEARNING RD | ESSEX | NY | 12936 | NONE | PC | PROGRAMS | $1,000 |
| LEVEL TWO INC | |||||||
| 2498 PERRY CROSSING WAY STE 240 | PLAINFIELD | IN | 46168 | NONE | PC | STUDENT PITCH COMPETITION | $5,000 |
| MARCH OF DIMES INC | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | PC | NICU FAMILY SUPPORT | $8,000 |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | NONE | PC | SPONSOR A RIDER SCHOLARSHIP PROGRAM | $10,000 |
| OPEN DOOR YOUTH SERVICES | |||||||
| 2524 CORYDON PIKE SUITE 108 | NEW ALBANY | IN | 471508311 | NONE | PC | OPEN DOOR OUTREACH INITIATIVE | $1,100 |
| OPTIONS FOR LITERACY INC | |||||||
| 15949 AVALON AVENUE | SOUTH HOLLAND | IL | 60473 | NONE | PC | GROW YOUR LIBRARY | $1,000 |
| PATHWAYS EARLY EDUCATION CENTER OF IMMOKALEE INC | |||||||
| 415 COLORADO AVENUE | IMMOKALEE | FL | 34142 | NONE | PC | EXCEPTIONAL EDUCATIONAL PROGRAMMING AND WRAP AROUND SERVICES | $5,000 |
| SCHOOL IS IN INCORPORATED | |||||||
| 196 E WESLEY RD NE | ATLANTA | GA | 30305 | NONE | PC | BEGINNING OF THE YEAR GRANTS AND SPECIAL PROJECTS GRANTS | $1,000 |
| SOUTHWEST FLORIDA REGIONAL TECHNOLOGY PARTNERSHIP FOUNDATION | |||||||
| PO BOX 884 | ESTERO | FL | 33929 | NONE | PC | JAVA THE HUTS | $2,500 |
| SOUTHWEST FLORIDA SYMPHONY ORCHESTRA | |||||||
| 7500 COLLEGE PKWY SUITE 200 | FORT MYERS | FL | 33907 | NONE | PC | REMOVING BARRIES TO MUSIC EDUCATION FOR LEE COUNTY CHILDREN | $5,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 262 | ESSEX | NY | 12936 | NONE | PC | MARGIE'S STAINED-GLASS WINDOW | $1,500 |
| TEAM OWEN FUND INC | |||||||
| 67 WEST ST | MEDFIELD | MA | 020521577 | NONE | PC | TEAM OWEN IN ACTION | $7,000 |
| THE CHILDREN'S MUSEUM OF INDIANAPOLIS INC | |||||||
| PO BOX 3000 | INDIANAPOLIS | IN | 46206 | NONE | PC | SPACE OBJECT MATTER | $60,000 |
| TUMBLEWEED STUDIOS | |||||||
| 216 BROADWAY AVE | BELFRY | MT | 59008 | NONE | PC | TUMBLEWEED STUDIOS TEACHING ARTIST IN RESIDENCE | $2,600 |
| WARRIOR HEALTH FOUNDATION | |||||||
| 4440 PGA BLVD STE 502 | PALM BEACH GARDENS | FL | 334106543 | NONE | PC | NAPLES NIGHT OUT/HEALTHCARE FOR SOF VETERANS | $2,500 |
| WHALLONSBURG CIVIC ASSOCIATION INC | |||||||
| PO BOX 54 | ESSEX | NY | 129360054 | NONE | PC | SPONSORSHIP | $5,000 |
| WILLSBORO CENTRAL SCHOOL | |||||||
| PO BOX 180 | WILLSBORO | NY | 12996 | NONE | PC | BACKPACK PROGRAM | $22,500 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | PC | YEAR-END DONATION | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $703,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,065 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,349 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $897,112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,131,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,131,272 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $651,342 | EOYBookValueAmt |
| EOYFMV | $645,941 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $8,240,375 | EOYBookValueAmt |
| EOYFMV | $17,399,536 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $494,189 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $489,445 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $2,985 | $0 | $2,985 |
| BANK CHARGES | $100 | $0 | $0 |
| PENALTIES/INTEREST | $97 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION LAWSUIT FROM INVESTMENT | $5,606 | $5,606 | $5,606 |
| ACCRUED BOND INTEREST | $3,140 | $3,140 | $3,140 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $133,395 | $133,395 | $0 |
| FOREIGN FEES | $199 | $199 | $0 |
| CONTRACT LABOR | $39,000 | $0 | $39,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,347 | $6,347 | $0 |
| EXCISE TAX | $13,719 | $0 | $0 |
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