BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC (EIN 31-1225136)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2017-02-08
- IRS object ID
- 201710399349100706
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-08T15:33:15-06:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANAHER ATTIG & PLANTE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 KENNEDY DR PO BOX 2166 | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054072166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | 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 FoundationInc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN B FORTUNE | InCareOfNm |
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 5189634085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Albee Lane | AddressLine1Txt |
| City | Essex | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BFORTUNEMD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-12-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen J Danaher | PreparerPersonNm |
| PTIN | P00717296 | PTIN |
| Phone | 8023830399 | PhoneNum |
| Preparation | 2017-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,185,186 | 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 | $6,383,356 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,358,494 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,923,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,358,494 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $263 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,824,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,437,441 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,824 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,824 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,645 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,471 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $61,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,951 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,877 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,602,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,376,019 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $531,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $531,436 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $202,534 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,240,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,828,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,304,244 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $342,850 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $349,506 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $581,551 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $2,104,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,702,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,185,186 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,228 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $4,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,100,018 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,702,522 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,100,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,702,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,104,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,702,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,100,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,602,504 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,702,522 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,702,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS | $3,195,315 | $3,221,221 | -$25,906 | -$25,906 |
| LONG TERM CAPITAL GAINS | $7,728,100 | $6,343,759 | $1,384,341 | $1,384,341 |
| CASH IN LIEU | $59 | $59 | $59 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,358,494 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,097,277 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059671 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,918 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,389,886 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,324,647 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,951 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,319,095 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037925 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,303,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052891 | DistributionYr5Rt |
| Total Distribution | 0.278751 | TotalDistributionRt |
| Average Distribution | 0.05575 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,935,958 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $498,180 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,760 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $511,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,520 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,520 | SubtotalAmt |
| Tax Based On Investment Income | $27,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $36,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,040 | OverpaymentAmt |
| Applied To ES Tax | $9,040 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN B FORTUNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8024971234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ALBEE LANE | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN B FORTUNE M D | ||||||
| 30 Albee Lane | Essex | NY | 12936 | PRESIDENT | 4.0 | $0 |
| JANELLEN FORTUNE | ||||||
| 30 Albee Lane | Essex | NY | 12936 | SECRETARY/TREASURER | 4.0 | $0 |
| JENNIFER FLANIGAN | ||||||
| 30 Albee Lane | Essex | NY | 12936 | DIRECTOR | 2.0 | $0 |
| STEPHANIE ZAISER | ||||||
| 30 Albee Lane | Essex | NY | 12936 | DIRECTOR | 2.0 | $0 |
| LENOIR EDWARD ZAISER IV | ||||||
| 30 Albee Lane | Essex | NY | 12936 | DIRECTOR | 2.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,834,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,237,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,072,039 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,072,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,935,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,520 | TotalTaxAmt |
| Distributable Before Adj | $419,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $419,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $419,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $159,346 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $159,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $86,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,342 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $159,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $109,472 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $109,472 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $150,460 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 | 30 ALBEE LANE | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8024971234 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE CHILDREN'S MUSEUM OF THE UPSTATE | ||||||||
| 300 COLLEGE STREET | GREENVILLE | SC | 29601 | NO RELATIONSHIP | PC | NUTRITION EDUCATION, SPECIFICALLY PUTTING CATCH CONCEPTS IN CAFETERIA | $10,000 | |
| LINCOLN SCHOOL FOUNDATION | ||||||||
| PO BOX 256 | LINCOLN | MA | 01773 | NO RELATIONSHIP | PC | SCHOOL ACTIVITIES INCLUDING EDUCATIONAL PROJECTS | $1,000 | |
| WADE HAMPTON HIGH SCHOOL | ||||||||
| 100 PINE KNOLL DRIVE | GREENVILLE | SC | 29609 | NO RELATIONSHIP | PC | TEAM BUILDING ACTIVITIES | $8,000 | |
| INTERNATIONAL CENTER FOR JOURNALIST | ||||||||
| 2000 M ST NW 250 | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PC | SUPPORT FOR INTERNATIONAL JOURNALISM FELLOWS | $20,000 | |
| THE VILLAGE SCHOOL OF NAPLES | ||||||||
| 6000 GOODLETTE ROAD NORTH | NAPLES | FL | 34109 | NO RELATIONSHIP | PC | PURCHASE OF BIOLOGY AND CHEMISTRY EQUIPMENT | $8,000 | |
| DANA MIDDLE SCHOOL | ||||||||
| 1501 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | NO RELATIONSHIP | PC | CHRISTIAN STEHLIK SCHOLARSHIP | $1,000 | |
| NARBONE HIGH SCHOOL | ||||||||
| 24300 S WESTERN AVENUE | HARBOR CITY | CA | 90710 | NO RELATIONSHIP | PC | PUBLIC SERVICE ACADEMY | $6,500 | |
| CAREER COLLABORATIVE INC | ||||||||
| 77 SUMMER STREET SUITE 1101 | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | CAREER DEVELOPMENT PROJECTS | $3,000 | |
| ST ANDREWS CHILD DEVELOPMENT CENTER | ||||||||
| 1860 REID SCHOOL ROAD | TAYLORS | SC | 29687 | NO RELATIONSHIP | PC | EARLY CHILDHOOD EDUCATION | $7,500 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NO RELATIONSHIP | PC | PRESERVATION OF WILDLIFE HABITATS | $50,000 | |
| THE DEPOT THEATRE | ||||||||
| 6705 MAIN STREET | WESTPORT | NY | 12993 | NO RELATIONSHIP | PC | MUSICAL PRODUCTION SPONSORSHIP | $2,000 | |
| NEIGHBORHOOD FOCUS | ||||||||
| PO BOX 9127 | GREENVILLE | SC | 29604 | NO RELATIONSHIP | PC | SUPPORT OF THE EMPOWERMENT PROJECT | $2,850 | |
| MIRACLE HILL MINISTRIES | ||||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | NO RELATIONSHIP | PC | SUPPORT FOR THE CHRISTIAN RECOVERY PROGRAM | $5,150 | |
| OCA OPPORTUNITY COMMUNITY ABILITY | ||||||||
| 4917 ELI STREET | ORLANDO | FL | 32804 | NO RELATIONSHIP | PC | SUPPORT OF EDUCATIONAL PROGRAMS AND TRANSPORTATION REQUIREMENTS | $7,000 | |
| DENVER URBAN DEBATE LEAGUE | ||||||||
| UNIVERSITY OF DENVER STURM COLLEGE | DENVER | CO | 80208 | NO RELATIONSHIP | PC | SPONSORSHIP OF PUBLIC SPEAKING DEBATE TOURNAMENT | $8,000 | 2255 E EVANS AVENUE |
| VERMONT ADAPTIVE SKI & SPORTS | ||||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | NO RELATIONSHIP | PC | SPORT ABILITIES DEVELOPMENT | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,358,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,441,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,441,446 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | John B Fortune CRUT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Dearborn IL1-0117 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,383,356 | 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 | $4,645 | Amt |
| Disbursements Charitable Prps | $4,645 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $342,850 | EOYBookValueAmt |
| EOYFMV | $349,506 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $8,828,236 | EOYBookValueAmt |
| EOYFMV | $9,304,244 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,824 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,824 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $59,576 | $59,576 | $0 | |
| BOARD MEETINGS | $1,844 | $0 | $1,844 | $0 |
| OTHER MISCELLANEOUS FEES | $375 | $375 | $0 | $0 |
| POSTAGE | $33 | $0 | $33 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MERRIL LYNCH - OTHER INVESTMENT INCOME | $14 | $14 |
| OTHER MISCELLANEOUS INCOME | $249 | $249 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKING ACCOUNT OVERDRAFT | Desc |
| BOY Book Value | $4,228 | BOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Fortune CRUT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Dearborn IL1-0117 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,471 | $1,471 |
| EXCISE TAXES | $1,530 |
Comments