2023-11-20T15:48:44-06:00 2023-03-31 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990PF 2022-04-01 311225136 BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC BROO 8027357247 890 BARCARMIL WAY NAPLES FL 341100900 JOHN B FORTUNE PRESIDENT 8027357247 2023-11-06 1 JOHN FORTUNE 999009999 1 JULIO BARINA P00201449 2394335554 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 15689434 X X 34215 34215 145739 145739 846374 4163588 846374 3590 3590 1029918 1029918 5000 0 5000 4146 0 4146 163466 125966 37500 10397 4935 0 14400 0 0 20884 0 20884 12639 10920 0 230932 141821 67530 833705 833705 1064637 141821 901235 -34719 888097 121017 840529 840529 202767 487327 486172 8369117 8030425 14118780 950359 250260 243953 9643260 9608541 15689434 0 0 X 9643260 9608541 9643260 9608541 9643260 9608541 9643260 -34719 0 9608541 0 9608541 DOUGLASS WINTHROP - ST #013275 944886 1213479 -268593 -268593 DOUGLASS WINTHROP - LT #013275 3218702 2103735 1114967 1114967 846374 12345 0 12345 0 12345 11920 0 13100 0 25020 0 12675 12675 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A JOHN B FORTUNE 8027357247 890 BARCARMIL WAY NAPLES FL 34110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN B FORTUNE MD 890 BARCARMIL WAY NAPLES FL 34110 PRESIDENT 4.00 500 0 0 JANELLEN FORTUNE 890 BARCARMIL WAY NAPLES FL 34110 VICE PRESIDENT 4.00 500 0 0 JENNIFER FLANIGAN 4 HORSES CROSSING LINCOLN MA 01773 DIRECTOR 2.00 500 0 0 STEPHANIE ZAISER 1114 10TH AVENUE NORTH NAPLES FL 34102 SECRETARY/TREASURER 2.00 500 0 0 LENOIR EDWARD ZAISER IV 12375 COLLIERS RESERVE DRIVE NAPLES FL 34110 DIRECTOR 2.00 500 0 0 ERIN HUDGINS 5 CATALOO COURT GREENVILLE SC 29609 DIRECTOR 2.00 500 0 0 CORIE CULP 25 HERITAGE DRIVE FOUNTAIN INN SC 29644 DIRECTOR 2.00 500 0 0 NEELY FORTUNE 1850 CHESTNUT PLACE APT 317 DENVER CO 80202 DIRECTOR 2.00 500 0 0 BROOKS FORTUNE 890 BARCARMIL WAY NAPLES FL 34110 DIRECTOR 2.00 500 0 0 TINA KILLORAN 132 BEDZEL CIRCLE NAPLES FL 34104 DIRECTOR 2.00 500 0 0 NONE 0 NONE 0 0 15382807 490413 0 15873220 0 0 15873220 238098 15635122 781756 781756 12345 12345 769411 0 769411 0 769411 901235 0 901235 769411 832076 0 0 901235 832076 0 0 69159 0 0 0 0 0 0 0 0 700252 0 0 0 JOHN B FORTUNE MD 890 BARCARMIL WAY NAPLES FL 34110 8027357247 BNFORTUNE@AOL.COM NONE NONE NONE AIKEN SYMPHONY ORCHESTRA 262 EAST GATE DRIVE 440 AIKEN SC 29803 NONE PC MUSIC FOR ALL 2000 ARTS IN REACH PO BOX 236 PORTSMOUTH NH 03802 NONE PC ART PROGRAM SUPPORT 2500 BONITA SPRINGS ASSISTANCE OFFICE PO BOX 16 BONITA SPRINGS FL 34135 NONE PC HURRICANE IAN RELIEF 10000 BOOKS FOR COLLIER KIDS INC PO BOX 10811 NAPLES FL 34101 NONE PC GENERAL FUNDING BOOKS FOR KIDS 1000 BUDGET BUDDIES INC 6 LIBERTY SQUARE 2697 BOSTON MA 02109 NONE PC JEN'S PERSONAL GRANT 6000 CAMP CRANIUM 1217 COCHRAN ROAD PITTSBURGH PA 15243 NONE PC CAMP CRANIUM EMPOWERS KIDS AND TEENS LIVING WITH BRAIN INJURY 5275 COLLIER'S RESERVE COUNTRY CLUB 11711 COLLIER RESERVE DR NAPLES FL 34110 NONE NC TURKEY RELIEF PROJECT (AHBAP) 1000 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PC GOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES 80000 CREATIVE LIVING COMMUNITY OF CONNECTICUT 60 CHURCH STREET MANCHESTER CT 06040 NONE PC GREENHOUSE AND FARM VOCATIONAL TRAINING PROGRAM 1000 CROWN HILL HERITAGE FOUNDATION INC 700 W 38TH STREET INDIANAPOLIS IN 46208 NONE PC MARTY'S BUTTERFLY GARDEN AT CROWN HILL CEMETERY 12500 DAVID LAWRENCE MENTAL HEALTH CENTER INC 6075 BATHEY LANE NAPLES FL 34116 NONE PC MENTAL HEALTH SERVICES FOR CHILDREN & TEENAGERS 5000 DUKE UNIVERSITY ATHLETICS PO BOX 90555 DURHAM NC 27708 NONE PC IRON DUKES VARSITY CLUB - MEN'S SOCCER ROY SKINNER 1000 EARLY EDUCATION RESOURCE CENTER OF WATERBURY 47 STOWE ST WATERBURY VT 05676 NONE PC THE CHILDREN'S ROOM 5000 ELIZABETHTOWN COMMUNITY HOSPITAL 75 PARK ST ELIZABETHTOWN NY 12932 NONE PC BABY POD SUPPORT 10000 EMERGE GALLERY ART CENTER 404 S EVANS ST GREENVILLE NC 27858 NONE PC YOUTH PUBLIC ARTS PROJECT 1000 EMPOWER SUCCESS CORPS 176 FEDERAL STREETSTE 5C BOSTON MA 02110 NONE PC CATALYST CAREER ADVANCEMENT /ESC CATALYST FELLOWS (A COMPONENT OF OUR PROGRAM TO HELP STRENGTHEN DEIB) 15000 EMPOWHERMENT COMMUNITY CENTER PALM HARBOR CENTER 1150 CR-1 PALM HARBOR FL 34583 NONE PC " EMPOWHERMENT THROUGH FINANCIAL WELLNESS AND TECHNOLOGY 3500 ENRICH GENEVA 772 S MAIN STREET GENEVA NY 14456 NONE PC LOCAL ARTIST SUPPORT 2000 FEED THY NEIGHBOR INC 7070 IMMOKALEE ROAD NAPLES FL 341193385 NONE PC HURRICANE IAN RELIEF 7500 FRIENDS OF KORESHAN STATE HISTORIC SITE INC 3800 CORKSCREW RD ESTERO FL 33928 NONE PC INTERPRETIVE PANELS / SHED 20000 FRIENDS OF WATERBURY LIBRARY PO BOX 384 WATERBURY VT 056760384 NONE PC ENHANCED PROGRAMS AND ACTIVITIES 7500 GENEVA READS 25 N MORRELL AVE GENEVA NY NY 14456 NONE PC SUMMER SLIDE BOOK FAIR 5000 GIRL'S LEAP (LEAP SELF-DEFENSE) PO BOX 220663 DORCHESTER MA 02122 NONE PC JEN'S PERSONAL GRANT 7000 GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 NONE PC DURING SCHOOL PROGRAM 5000 GOLDEN GATE SOLAR GO-CART ENGINEERING 2929 TITAN WAY NAPLES FL 34116 NONE PC SOLAR GO-CART FOR NAF ENGINEERING ACADEMY 2000 GOOD HEALTH CLINIC 91555 OVERSEAS HWY STE 2 TAVERNIER FL 33070 NONE PC SUPPORT FOR UNCOMPENSATED CARE 7500 GRAND PIANO SERIES 3330 CROSSINGS CT 301 BONITA SPRINGS FL 34134 NONE PC SPONSOR AN ARTIST IN RESIDENCY FOR SEASON 15000 GROWING HOME FOOD BANK 3489 WEST 72ND AVE STE 112 WESTMINSTER CO 80030 NONE PC HOLIDAY FOOD BANK DONATIONS 2500 GUARDIAN WHISKERS 1104 EAST WASHINGTON AVENUE MADISON WI 53703 NONE PC TARADIDDLE YOUTH WRITING CONTEST 2000 GULF COAST HIGH SCHOOL 7878 SHARK WAY NAPLES FL 34119 NONE PC TROUPE 5876 DRAMA PROGRAM; SOLAR GO CARTS 4000 HAPPY HOLLOW CHILDREN'S CAMP INC 615 N ALABAMA ST STE 134 INDIANAPOLIS IN 46204 NONE PC SUMMER CAMP 5000 HARRY CHAPIN FOOD BANK OF SWFL 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC FOOD BANK 5000 HARVEST HOPE FOOD BANK 2818 WHITE HORSE ROAD GREENVILLE SC 29611 NONE PC FOOD BANK 5000 HELP A DIABETIC CHILD INC (HADC) PO BOX 110161 NAPLES FL 34108 NONE PC TYPE 1 DIABETES SUPPORT 6500 HOLLIS ACADEMY 200 GOODRICH STREET GREENVILLE SC 29611 NONE PC FUNDRAISING CARNIVAL 5000 INDIANA CANINE ASSISTANT NETWORK INC (ICAN) 5100 CHARLES COURT SUITE 100 ZIONSVILLE IN 46077 NONE PC UNLEASHING OPPORTUNITIES & POSSIBILITIES 7000 INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 NONE PC EDWARD GUBAR SCHOLARSHIP 10000 INTERNATIONAL CENTER FOR JOURNALISM 750 17TH ST NW STE 300 WASHINGTON DC 20006 NONE PC INTERNATIONAL FELLOWSHIP PROGRAM 40000 JAMESON INC 2001 BRIDGEPORT RD INDIANAPOLIS IN 46231 NONE PC SUMMER CAMP 5000 JOHN KNOX KINDERGARTEN 35 SHANNON DRIVE GREENVILLE SC 29615 NONE PC KINDERGARTEN ASSISTANCE 20000 JUMPSTART SOUTH CAROLINA PO BOX 1050 SPARTANBURG SC 29304 NONE PC EDUCATIONAL OPPORTUNITIES OF LIFE SKILLS AND WORKFORCE DEVELOPMENT TRAINING 5000 JUST BASICS INC CO TRINITY CHURCH 137 MAIN STREET MONTPELIER VT 05602 NONE PC HOLIDAY FOOD BANK DONATION 2500 LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE INC 6835 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 NONE PC HURRICANE IAN RELIEF 10000 MEYER CENTER FOR SPECIAL CHILDREN 1132 RUTHERFORD ROAD GREENVILLE SC 29609 NONE PC MUSIC THERAPY PROGRAM, THE CREATIVE CURRICULUM 46730 MIRACLE HILL MINISTRIES PO BOX 2546 GREENVILLE SC 29602 NONE PC RENEWAL CENTER 5000 NAPLES ART INSTITUTE 585 PARK STREET NAPLES FL 34102 NONE PC YOUTH CLASSES 2500 NAPLES HIGH SCHOOL 1100 GOLDEN EAGLE CIRCLE NAPLES FL 34102 NONE PC NAF ENGINEERING ACADEMY 2000 NAPLES HIGH SCHOOL 1100 GOLDEN EAGLE CIRCLE NAPLES FL 34102 NONE PC 43RD ANNUAL ACADEMIC SCHOLAR BANQUET 5000 NATIONAL CERT ASSOCIATION INC 1865 VETERANS PARK DR STE 203 NAPLES FL 34109 NONE PC CERT ASSOCIATION STATE CONFERENCE 15000 NEIGHBORHOOD FOCUS 6914 WHITE HORSE ROAD GREENVILLE SC 29611 NONE PC THE EMPOWERMENT PROJECT 7500 NORTHEAST COMMUNITY CENTER 544 WABASH AVE KANSAS CITY MO 64124 NONE PC HARMONY PROJECT KC 2500 PALMETTO RIDGE HIGH SCHOOL 16556 VICTORY LANE NAPLES FL 34120 NONE PC NAF ENGINEERING ACADEMY 2000 PEPIN ACADEMIES 3916 EAST HILLSBOROUGH AVENUE TAMPA FL 33610 NONE PC PEPIN ACADEMIES CAFE 2000 RELATIVE THEATRICS 710 E GARFIELD ST STE 105 LARAMIE WY WY 82070 NONE PC PLAY/WRITE WYOMING: ARTS EDUCATION AND LITERACY ENRICHMENT PROGRAM 5000 SCIENCE CLUB FOR GIRLS INC 136 MAGAZINE STREET 2 CAMBRIDGE MA 02139 NONE PC JEN'S PERSONAL GRANT 7000 ST MATTHEWS HOUSE 2001 AIRPORT ROAD S NAPLES FL 34112 NONE PC FOOD BANK 5000 STEM GENERATION INC DBA SCIENCE FAIR FUN 12650 W 64TH AVE UNIT E 466 ARVADA CO 80004 NONE PC STEM GENERATION DISTRICT-WIDE SCIENCE & ENGINEERING FAIR (OUT OF SCHOOL PROGRAM) 3000 STORY PRESERVATION INITIATIVE 353 BEECH HILL ROAD ANDOVER NH 03216 NONE PC SPI EDUCATIONAL LIAISON 10000 THAT OUTREACH CENTER 10612 STRAWBERRY TETRA DRIVE RIVERVIEW FL 33578 NONE PC THAT! AFTER SCHOOL PROGRAM 5000 THE DEPOT THEATER PO BOX 414 WESTPORT NY 12993 NONE PC CHILDRENS THEATER EDUCATION PROGRAM, DEPOT'S 45TH SEASON IN 2023 20000 THE GREATER BOSTON FOOD BANK INC 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PC HOLIDAY FOOD BANK DONATION 2500 THE INTERNATIONAL CENTER 1 INDIANA SQUARE SUITE 2000 INDIANAPOLIS IN 462042009 NONE PC THE INTERNATIONAL CENTER'S 50TH ANNIVERSARY AIRPORT ART PROJECT 120000 THE NAPLES PLAYERS INC 701 5TH AVENUE S NAPLES FL 34108 NONE PC KIDZ ACT SCHOLARSHIPS, HURRICANE IAN RELIEF, TEAS & TREES 60200 THE SHELTER FOR ABUSED WOMEN & CHILDREN PO BOX 10102 NAPLES FL 34101 NONE PC THE SHELTER'S PRIMARY PREVENTION PROGRAM ADVOCATE 25000 THE VILLAGE SCHOOL OF NAPLES 6000 GOODLETTE-FRANK ROAD NAPLES FL 34109 NONE PC GENERAL DEVELOPMENT 10000 THE WASHINGTON TOWNSHIP SCHOOLS FOUNDATION 8550 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 NONE PC MSDWT TEACHER AND STUDENT SUPPORT 26000 UPSTATE WARRIOR SOLUTION 3 CALEDON COURT SUITE A-2 GREENVILLE SC 29615 NONE PC VETERANS ENTREPRENUERSHIP PROGRAM 8000 VERMONT INSTITUTE OF NATURAL SCIENCE INC PO BOX 1281 QUECHEE VT 050591281 NONE PC WILD BIRD REHAB 20000 VERMONT MOUNTAIN BIKE ADVOCATE INC PO BOX 582 WATERBURY VT 056760582 NONE PC WATERBURY AREA TRAILS ALLIANCE 7500 VIRTUTEM POPULO INC 5860 WEST 9TH LANE HIALEAH FL 33012 NONE PC CIVICS 101 EDUCATIONAL PODCAST 4000 VOLTA MUSIC FOUNDATION INC 2318 S CYPRESS BEND DR 125 POMPANO BEACH FL 33069 NONE PC AFTER-SCHOOL MUSIC PROGRAM 5000 WADE HAMPTON HIGH SCHOOL 100 PINE KNOLL DRIVE GREENVILLE SC 29609 NONE PC ACADEMIC TEAM; BASEBALL TEAM 7000 WATERWAY ADVOCATES INC PO BOX 8734 FORT LAUDERDALE FL 33310 NONE PC PLANTS FOR THE BUTTERFLY GARDEN 500 WORCESTER CHAMBER MUSIC SOCIETY 323 MAIN STREET WORCESTER MA 01608 NONE PC NEIGHBORHOOD STRINGS 2500 WXPN 3025 WALNUT ST PHILADELPHIA PA 19104 NONE PC WXPN MUSICIANS ON CALL 5000 YMCA OF METRO NORTH 2 CENTENNIAL DRIVE SUITE 390B PEABODY MA 01960 NONE PC HEALTHY KITCHEN & GARDEN EXPANSION 8000 YOUTHBASE INC 103 S TEXAS AVE GREENVILLE SC 29611 NONE PC AFTERSCHOOL & SUMMER INTERVENTION 2500 833705 0 14 34215 14 145739 14 3590 18 846374 0 1029918 0 1029918 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4146 0 4146 CORPORATE BONDS 250260 243953 CORPORATE STOCKS 8030425 14118780 487327 486172 0 0 OFFICE EXPENSE 1719 0 0 BOND AMORTIZATION 10920 10920 0 CLASS ACTION LAWSUIT FROM INVESTMENT 3590 3590 3590 INVESTMENT MANAGEMENT FEES 125767 125767 0 FOREIGN FEES 199 199 0 CONTRACT LABOR 37500 0 37500 FOREIGN TAXES 4935 4935 0 EXCISE TAX 5462 0 0