BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC (EIN 31-1225136)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-09-15
- IRS object ID
- 202522589349100342
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-15T15:05:38-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | 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 | 2024-04-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2394384567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BARCARMIL WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B FORTUNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2394384567 | PhoneNum |
| Signature | 2025-09-12 | 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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,083,557 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,892,151 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $91,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,207,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,529,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $620,790 | 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 | $5,631 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,631 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $220,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $173,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,375 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,480 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,886 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,886 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,679 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $524 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $333,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,108,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $839,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,420,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $400,215 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $435,180 | CashBOYAmt |
| Cash EOY | $664,737 | CashEOYAmt |
| Cash EOYFMV | $664,737 | CashEOYFMVAmt |
| US Government Obligations BOY | $494,189 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,528,290 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,539,843 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,240,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,204,516 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,030,252 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $651,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $843,645 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $848,725 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,821,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,241,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,083,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,821,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,241,188 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,821,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,241,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,821,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,241,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,821,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,420,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,241,188 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,241,188 | 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 |
|---|---|---|---|---|
| DOUGLASS WINTHROP - LT #013275 | $1,667,350 | $1,243,707 | $423,643 | $423,643 |
| DOUGLASS WINTHROP - ST #013275 | $539,822 | $632,977 | -$93,155 | -$93,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,488 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,738 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,738 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,175 | OverpaymentAmt |
| Applied To ES Tax | $8,175 | 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 | WWW.FORTUNEFAMILYFOUNDATION.ORG | 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 | ||||||||
| 60 RED CEDAR LANE | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BROOKS FORTUNE | ||||||||
| 277 MAPLE STREET | WATERBURY CENTER | VT | 05677 | 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 | $21,261,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,050,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,050,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,720,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,086,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,086,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,563 | TotalTaxAmt |
| Distributable Before Adj | $1,080,445 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,080,445 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,080,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $839,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $839,816 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,080,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $779,734 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $839,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $779,734 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,082 | 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 | $1,020,363 | 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 (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 21&YOU | |||||||
| 2920 FORESTVILLE RD STE 100 3240 | RALEIGH | NC | 27616 | NONE | PC | EXPANDING EDUCATIONAL HORIZONS PROJECT | $2,500 |
| AMERICAN PRECISION MUSEUM ASSOCIATION | |||||||
| 196 MAIN STREET | WINDSOR | VT | 05089 | NONE | PC | PROJECT TO EDUCATE AND INSPIRE STUDENTS | $5,000 |
| AUBREY ROGERS HIGH SCHOOL | |||||||
| 15100 VETERANS MEMORIAL BLVD | NAPLES | FL | 34110 | NONE | PC | BEST BUDDIES & SOLAR GO-KART | $3,000 |
| BELDEN-NOBLE MEMORIAL LIBRARY | |||||||
| PO BOX 339 | ESSEX | NY | 129360339 | NONE | PC | GENERAL EDUCATIONAL PROGRAMS & PROJECTS | $2,000 |
| BOOKS FOR COLLIER KIDS INC | |||||||
| PO BOX 10811 | NAPLES | FL | 34101 | NONE | PC | CHARITABLE PROGRAMS | $1,000 |
| COMMUNITY ACTION SERVICE TEAM INC | |||||||
| 57 S MAIN STREET SUITE 3 | WATERBURY | VT | 05676 | NONE | PC | THE WATERBURY COMMON MARKET | $2,500 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES | $95,000 |
| CROWN HILL HERITAGE FOUNDATION INC | |||||||
| 700 W 38TH STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | PRAIRIE PROJECT | $26,000 |
| DAVIDS TABLE INC | |||||||
| PO BOX 16176 | GREENVILLE | SC | 29606 | NONE | PC | ESSENTIAL HOUSING COSTS | $40,000 |
| EARLY EDUCATION RESOURCE CENTER OF WATERBURY | |||||||
| 47 STOWE ST | WATERBURY | VT | 05676 | NONE | PC | THE CHILDREN'S ROOM | $10,000 |
| ESSEX THEATRE CO INC REMIC | |||||||
| PO BOX 117 | ESSEX | NY | 129360117 | NONE | PC | CAPITAL UPGRADES & PRODUCTION REQUIREMENTS | $5,000 |
| FEED THY NEIGHBOR INC | |||||||
| 7070 IMMOKALEE ROAD | NAPLES | FL | 341193385 | NONE | PC | SANTA'S TOY DRIVE & YEAR-END DONATION | $7,500 |
| GOLDEN GATE HIGH SCHOOL | |||||||
| 2929 TITAN WAY | NAPLES | FL | 34116 | NONE | PC | SOLAR GO-CART FOR NAF ENGINEERING ACADEMY | $1,000 |
| GOOD HEALTH CLINIC | |||||||
| 91555 OVERSEAS HWY STE 2 | TAVERNIER | FL | 33070 | NONE | PC | SUPPORT FOR UNCOMPENSATED CARE | $7,500 |
| GUADALUPE CENTER INC | |||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $5,000 |
| GUARDIAN WHISKERS | |||||||
| 1104 EAST WASHINGTON AVENUE | MADISON | WI | 53703 | NONE | PC | TARADIDDLE YOUTH WRITING CONTEST | $2,000 |
| GULF COAST HIGH SCHOOL | |||||||
| 7878 SHARK WAY | NAPLES | FL | 34119 | NONE | PC | SOLAR GO-KART PROGRAM | $1,000 |
| HAPPY HOLLOW CHILDREN'S CAMP INC | |||||||
| 615 N ALABAMA ST STE 134 | INDIANAPOLIS | IN | 46204 | NONE | PC | SUMMER CAMP | $5,000 |
| HARRY CHAPIN FOOD BANK OF SWFL | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | FOOD BANK | $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 | SCHOLARSHIP FUND | $2,000 |
| 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 PRESBYTERIAN CHURCH | |||||||
| 35 SHANNON DRIVE | GREENVILLE | SC | 29615 | NONE | PC | PROGRAMS | $25,000 |
| JUMPSTART SOUTH CAROLINA | |||||||
| PO BOX 1050 | SPARTANBURG | SC | 29304 | NONE | PC | LIFE SKILLS & WORKFORCE DEVELOPMENT | $8,000 |
| LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE INC | |||||||
| 6835 INTERNATIONAL CENTER BLVD | FORT MYERS | FL | 33912 | NONE | PC | HURRICANE HELENE AND MILTON RELIEF | $7,500 |
| MIRACLE HILL MINISTRIES | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NONE | PC | TRANSITION & WORKFORCE DEVELOPMENT PROGRAMS | $5,000 |
| NAPLES HIGH SCHOOL | |||||||
| 1100 GOLDEN EAGLE CIRCLE | NAPLES | FL | 34102 | NONE | PC | SOLAR GO-KART PROGRAM | $1,000 |
| NATIONAL CERT ASSOCIATION INC | |||||||
| 1865 VETERANS PARK DR STE 203 | NAPLES | FL | 34109 | NONE | PC | CERT ASSOCIATION STATE CONFERENCE | $15,000 |
| NEIGHBORHOOD FOCUS | |||||||
| PO BOX 9127 | GREENVILLE | SC | 296049127 | NONE | PC | PROGRAMS | $8,000 |
| RELATIVE THEATRICS | |||||||
| 710 E GARFIELD ST STE 105 | LARAMIE | WY | 82070 | NONE | PC | PLAY/WRITE WYOMING: ARTS EDUCATION AND LITERACY ENRICHMENT PROGRAM | $5,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 262 | ESSEX | NY | 12936 | NONE | PC | SUMMER SOIREE | $1,000 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | NONE | PC | FOOD BANK | $5,000 |
| STORY PRESERVATION INITIATIVE | |||||||
| 353 BEECH HILL ROAD | ANDOVER | NH | 03216 | NONE | PC | CLIMATE SOLUTIONS | $10,000 |
| THE DEPOT THEATER | |||||||
| PO BOX 414 | WESTPORT | NY | 12993 | NONE | PC | SCHOLARSHIPS AND MILLION DOLLAR QUARTET | $15,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | FOOD BANK DONATION | $1,250 |
| THE NAPLES PLAYERS INC | |||||||
| 701 5TH AVENUE S | NAPLES | FL | 34102 | NONE | PC | THE NAPLES PLAYERS ACADEMY OF DRAMATIC ARTS PROGRAM SCHOLARSHIPS | $50,000 |
| THE SHELTER FOR ABUSED WOMEN & CHILDREN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | THE SHELTER'S PRIMARY PREVENTION PROGRAM ADVOCATE | $25,000 |
| THE VILLAGE SCHOOL OF NAPLES | |||||||
| 6000 GOODLETTE-FRANK ROAD | NAPLES | FL | 34109 | NONE | PC | PROGRAMS | $5,000 |
| THE WASHINGTON TOWNSHIP SCHOOLS FOUNDATION | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NONE | PC | MSDWT TEACHER AND STUDENT SUPPORT | $26,000 |
| VIRTUTEM POPULO INC | |||||||
| 5860 WEST 9TH LANE | HIALEAH | FL | 33012 | NONE | PC | CIVIC ACTION PODCAST | $4,500 |
| WADE HAMPTON HIGH SCHOOL | |||||||
| 100 PINE KNOLL DRIVE | GREENVILLE | SC | 29609 | NONE | PC | ACADEMIC TEAM; BASEBALL TEAM | $4,000 |
| WILLSBORO CENTRAL SCHOOL | |||||||
| PO BOX 180 | WILLSBORO | NY | 12996 | NONE | PC | BACKPACK PROGRAM/GREEN TEAM INITIATIVE/MAKER'S SPACE/ADIRONDACK ADVENTURE CLUB | $22,500 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | PC | FOOD BANK DONATION | $1,250 |
| YOUTHBASE INC | |||||||
| 103 S TEXAS AVE | GREENVILLE | SC | 29611 | NONE | PC | EMPOWERING YOUNG MINDS THROUGH EQUITABLE ACADEMIC & BEHAVORIAL SUPPORT | $5,000 |
| BEACHFRONT DANCE SCHOOL | |||||||
| 427 SOUTH LAKE STREET | GARY | IN | 46403 | NONE | PC | CAN-DO DANCE PROGRAM | $5,000 |
| CATHOLIC CHARITIES DIOCESE OF VENICE INC | |||||||
| 1000 PINEBROOK ROAD | VENICE | FL | 34285 | NONE | PC | GUADALUPE SOCIAL SERVICES | $4,000 |
| CHILL FOUNDATION | |||||||
| 180 QUEEN CITY PARK ROAD | BURLINGTON | VT | 05401 | NONE | PC | 2025 SNOWBOARDING PROGRAMS | $10,000 |
| COLLEGE MENTOR FOR KIDS | |||||||
| 6081 E 82ND STREET | INDIANAPOLIS | IN | 46250 | NONE | PC | COLLEGE MENTORS FOR KIDS IN INDIANA | $5,000 |
| FLORIDA CULTURAL GROUP | |||||||
| 502 THIRD AVE WEST | BRADENTON | FL | 34205 | NONE | PC | YOUTH SUMMER CAMPS | $2,000 |
| FLORIDA SOUTHWESTERN STATE COLLEGE FOUNDATION INC | |||||||
| 8099 COLLEGE PARKWAY | FORT MYERS | FL | 33919 | NONE | PC | ATHLETICS & SCHOOL OF EDUCATION | $15,000 |
| FOUNTAIN INN HIGH SCHOOL | |||||||
| 644 QUILEN AVE | FOUNTAIN INN | SC | 29644 | NONE | PC | FUSE CLUB | $5,000 |
| FOUR WINDS NATURE INSTITUTE INCORPORATED | |||||||
| 4 CASEY RD | CHITTENDEN | VT | 05737 | NONE | PC | KNEE HIGH NATURE PROGRAM | $5,000 |
| FRIENDS OF THE LIBRARY OF COLLIER COUNTY INC | |||||||
| 650 CENTRAL AVE | NAPLES | FL | 34102 | NONE | PC | CHARITABLE PROGRAMS | $2,000 |
| GEORGE MIKSCH SUTTON AVIAN RESEARCH CENTER | |||||||
| PO BOX 2007 | BARTLESVILLE | OK | 74005 | NONE | PC | 2025 SUTTON AWARD | $3,000 |
| GIRLS ON THE RUN OF SOUTHWEST FLORIDA | |||||||
| 27126 HARBOUR OAKS BLVD | PUNTA GORDA | FL | 339836506 | NONE | PC | CHARITABLE PROGRAMS | $2,500 |
| GOLDEN PAWS ASSISTANCE DOGS | |||||||
| 3645 GATEWAY LANE | NAPLES | FL | 34109 | NONE | PC | GENERAL FUNDING | $2,000 |
| HOMES OF HOPE INC | |||||||
| 3 DUNEAN ST | GREENVILLE | SC | 29611 | NONE | PC | HURRICANE HELENE RELIEF | $7,500 |
| HOPE REMAINS YOUTH RANCH INC | |||||||
| 1771 JOHN DODD ROAD | WELLFORD | SC | 29385 | NONE | PC | THE MANE EVENT | $4,000 |
| HUMANE SOCIETY OF GREATER MIAMI | |||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | NONE | PC | HUMANE EDUCATION AFTER SCHOOL PROGRAM | $2,400 |
| INDIANA SYMPHONY SOCIETY INC | |||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | NONE | PC | METROPOLITAN YOUTH ORCHESTRA | $5,000 |
| INTERNATIONAL CONDUCTORS GUILD INC | |||||||
| 15 E MARKET STREET | LEESBURG | VA | 20178 | NONE | PC | 2025 LONDON CONFERENCE | $10,000 |
| JL MANN HIGH SCHOOL | |||||||
| 160 FAIRFOREST WAY | GREENVILLE | SC | 29607 | NONE | PC | DRAMA DEPARTMENT | $15,000 |
| LITERATIONS | |||||||
| 70 FRANKLIN STREET | BOSTON | MA | 02110 | NONE | PC | FRAMINGHAM SUSTAINED TUTORING PROGRAM | $25,000 |
| LUCKY PUP RESCUE | |||||||
| 200 PLANO DR | GREENVILLE | SC | 29617 | NONE | PC | HURRICANE HELENE ADOPTION RELIEF | $5,000 |
| MOFFITT CANCER CENTER | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | SUMMER PROGRAM OF THE ADVANCEMENT OF RESEARCH KNOWLEDGE | $14,000 |
| MUSIC FOUNDATION OF GREATER NAPLES | |||||||
| PO BOX 8366 | NAPLES | FL | 34101 | NONE | PC | CHARITABLE PROGRAMS | $3,500 |
| NAPLES HISTORICAL SOCIETY INC | |||||||
| PO BOX 201 | NAPLES | FL | 34106 | NONE | PC | THE CENTRAL VOICE OF NAPLES HISTORY | $2,000 |
| NAPLES PATHWAYS COALITION INC | |||||||
| 300 FIFTH AVE SO SUITE 101 BOX 464 | NAPLES | FL | 34102 | NONE | PC | CHARITABLE PROGRAMS | $3,000 |
| NATHAN C SPLANT FOUNDATION | |||||||
| 15500 109TH AVE | DYER | IN | 46311 | NONE | PC | ANNUAL SCHOLARSHIP PROGRAM | $2,000 |
| NATHANIEL NARBONNE HIGH SCHOOL | |||||||
| 24300 SOUTH WESTERN AVENUE | HARBOR CITY | CA | 90710 | NONE | PC | SOFTWARE & GAMING ED ACADEMY AND PUBLIC SERVICE ACADEMY | $5,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 88 12TH STREET NORTH | NAPLES | FL | 34102 | NONE | PC | CHARITABLE PROGRAMS | $8,000 |
| OPERATION HEALING FORCES | |||||||
| 5100 WEST KENNEDY BLVD | TAMPA | FL | 33609 | NONE | PC | OHF RETREAT PROGRAM-COUPLES RETREAT | $10,000 |
| PAN-FLORIDA CHALLENGE INC | |||||||
| 2097 TRADE CENTER WAY | NAPLES | FL | 34109 | NONE | PC | WEEKEND BACKPACK MEALS FOR CHILDREN | $5,000 |
| PEACE RIVER BOTANICAL AND SCULPTURE GARDENS | |||||||
| 5827 RIVERSIDE DR | PUNTA GORDA | FL | 33982 | NONE | PC | THE ECOSYSTEM DISCOVERY PROJECT | $12,500 |
| RETREAT FARM | |||||||
| 45 FARMHOUSE SQUARE | BRATTLEBORO | VT | 05301 | NONE | PC | COMMUNITY ENGAGED MURAL AT RETREAT FARM | $5,000 |
| SELKIRK CONSERVATION ALLIANCE | |||||||
| PO BOX 1809 | PRIEST RIVER | ID | 83856 | NONE | PC | ENVIRONMENTAL FILM FESTIVAL | $1,000 |
| SLATER MARIETTA ELEMENTARY | |||||||
| 100 BAKER CIRCLE | MARIETTA | SC | 29661 | NONE | PC | STUDENT PROGRAMS | $5,000 |
| SONGWRITINGWITH INC | |||||||
| 632 FOGG STREET 8 | NASHVILLE | TN | 37203 | NONE | PC | COLLABORATIVE SONGWRITING RETREATS FOR VETERANS | $5,000 |
| SUNBURST ARTS AND EDUCATION | |||||||
| PO BOX 2018 | EUREKA | MT | 59917 | NONE | PC | SUPPORTING OUR YOUTH | $2,500 |
| THE UNBREAKABLE ORGANIZATION | |||||||
| 6400 BOYNTON BEACH BLVD PO 741184 | BOYNTON BEACH | FL | 33474 | NONE | PC | MENTAL HEALTH PROGRAMMING INITIATIVE | $5,000 |
| TRAVELNITCH INC | |||||||
| PO BOX 284 | MONSON | MA | 01057 | NONE | PC | VIRTUAL ADVENTURES | $5,000 |
| UPSTATE CIRCLE OF FRIENDS | |||||||
| 29 RIDGEWAY DR | GREENVILLE | SC | 29605 | NONE | PC | 3-DAY POETRY FESTIVAL | $4,000 |
| WILLAMETTE UNIVERSITY | |||||||
| 900 STATE STREET | SALEM | OR | 97301 | NONE | PC | 5TH ANNUAL INTRODUCTION TO PLAYWRITING COURSE FOR HIGH SCHOOL STUDENTS | $3,000 |
| WOMEN'S CENTER OF GREATER LANSING | |||||||
| 1712 E MICHIGAN AVE | LANSING | MI | 48912 | NONE | PC | ICE CREAM CONSENT WORKSHOPS | $5,000 |
| YMCA OF GREENVILLE | |||||||
| 723 CLEVELAND STREET | GREENVILLE | SC | 29601 | NONE | PC | PRETTY PLACE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,400 | 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 | $91,253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $636,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,939 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANDA Y FORTUNE UNITRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BARCAMIL WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,892,151 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,631 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,631 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $843,645 | EOYBookValueAmt |
| EOYFMV | $848,725 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $9,204,516 | EOYBookValueAmt |
| EOYFMV | $20,030,252 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,528,290 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,539,843 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $502 | $0 | $502 |
| BANK CHARGES | $169 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $22 | $0 | $22 |
| BOND AMORTIZATION | $36,679 | $36,679 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $171,994 | $171,994 | $0 |
| FOREIGN FEES | $1,662 | $1,662 | $0 |
| CONTRACT LABOR | $43,000 | $0 | $43,000 |
| LEGAL FEES | $3,375 | $0 | $3,375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,240 | $10,240 | $0 |
| EXCISE TAX | $27,948 | $0 | $0 |
Comments