2017-02-08T15:33:15-06:00 2016-03-31 DANAHER ATTIG & PLANTE PLC 150 KENNEDY DR PO BOX 2166 SOUTH BURLINGTON VT 054072166 990PF 2015-04-01 311225136 Brooks and Joan Fortune Family FoundationInc % JOHN B FORTUNE BROO 5189634085 30 Albee Lane Essex NY 12936 JOHN BFORTUNEMD PRESIDENT 2016-12-31 true Karen J Danaher P00717296 8023830399 2017-02-15 2015 2021-01-29 14:40:06Z X 10185186 X 6383356 2 2 82687 78682 1358494 10923474 1358494 263 263 7824802 1437441 4824 0 0 4824 4645 0 0 4645 3001 1471 61828 59951 0 1877 74298 61422 0 11346 148000 148000 222298 61422 0 159346 7602504 1376019 79251 531436 531436 202534 0 0 1240910 8828236 9304244 0 342850 349506 581551 2104246 9702522 10185186 4228 4228 0 X 2100018 9702522 2100018 9702522 2104246 9702522 2100018 7602504 9702522 9702522 SHORT TERM CAPITAL GAINS 3195315 3221221 -25906 -25906 LONG TERM CAPITAL GAINS 7728100 6343759 1384341 1384341 CASH IN LIEU 59 59 59 1358494 false 125146 2097277 0.059671 228918 2389886 0.095786 75500 2324647 0.032478 87951 2319095 0.037925 121834 2303509 0.052891 0.278751 0.05575 8935958 498180 13760 511940 159346 27520 27520 27520 1560 35000 36560 9040 9040 false false false false false false false true true IN true false false false false true N/A JOHN B FORTUNE 8024971234 30 ALBEE LANE ESSEX NY 12936 false false false false false false false false false false false false false false false false false false false false false 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 6834971 2237068 0 9072039 0 9072039 136081 8935958 446798 446798 27520 27520 419278 419278 419278 159346 0 0 0 0 159346 159346 419278 0 2013 2012 2011 0 86130 23342 109472 159346 0 159346 0 109472 109472 0 0 0 150460 JOHN B FORTUNE MD 30 ALBEE LANE ESSEX NY 12936 8024971234 NONE NONE NONE THE CHILDREN'S MUSEUM OF THE UPSTATE 300 COLLEGE STREET GREENVILLE SC 29601 NO RELATIONSHIP PC NUTRITION EDUCATION, SPECIFICALLY PUTTING CATCH CONCEPTS IN CAFETERIA 10000 LINCOLN SCHOOL FOUNDATION PO BOX 256 LINCOLN MA 01773 NO RELATIONSHIP PC SCHOOL ACTIVITIES INCLUDING EDUCATIONAL PROJECTS 1000 WADE HAMPTON HIGH SCHOOL 100 PINE KNOLL DRIVE GREENVILLE SC 29609 NO RELATIONSHIP PC TEAM BUILDING ACTIVITIES 8000 INTERNATIONAL CENTER FOR JOURNALIST 2000 M ST NW 250 WASHINGTON DC 20036 NO RELATIONSHIP PC SUPPORT FOR INTERNATIONAL JOURNALISM FELLOWS 20000 THE VILLAGE SCHOOL OF NAPLES 6000 GOODLETTE ROAD NORTH NAPLES FL 34109 NO RELATIONSHIP PC PURCHASE OF BIOLOGY AND CHEMISTRY EQUIPMENT 8000 DANA MIDDLE SCHOOL 1501 S CABRILLO AVENUE SAN PEDRO CA 90731 NO RELATIONSHIP PC CHRISTIAN STEHLIK SCHOLARSHIP 1000 NARBONE HIGH SCHOOL 24300 S WESTERN AVENUE HARBOR CITY CA 90710 NO RELATIONSHIP PC PUBLIC SERVICE ACADEMY 6500 CAREER COLLABORATIVE INC 77 SUMMER STREET SUITE 1101 BOSTON MA 02110 NO RELATIONSHIP PC CAREER DEVELOPMENT PROJECTS 3000 ST ANDREWS CHILD DEVELOPMENT CENTER 1860 REID SCHOOL ROAD TAYLORS SC 29687 NO RELATIONSHIP PC EARLY CHILDHOOD EDUCATION 7500 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NO RELATIONSHIP PC PRESERVATION OF WILDLIFE HABITATS 50000 THE DEPOT THEATRE 6705 MAIN STREET WESTPORT NY 12993 NO RELATIONSHIP PC MUSICAL PRODUCTION SPONSORSHIP 2000 NEIGHBORHOOD FOCUS PO BOX 9127 GREENVILLE SC 29604 NO RELATIONSHIP PC SUPPORT OF THE EMPOWERMENT PROJECT 2850 MIRACLE HILL MINISTRIES PO BOX 2546 GREENVILLE SC 29602 NO RELATIONSHIP PC SUPPORT FOR THE CHRISTIAN RECOVERY PROGRAM 5150 OCA OPPORTUNITY COMMUNITY ABILITY 4917 ELI STREET ORLANDO FL 32804 NO RELATIONSHIP PC SUPPORT OF EDUCATIONAL PROGRAMS AND TRANSPORTATION REQUIREMENTS 7000 DENVER URBAN DEBATE LEAGUE UNIVERSITY OF DENVER STURM COLLEGE 2255 E EVANS AVENUE DENVER CO 80208 NO RELATIONSHIP PC SPONSORSHIP OF PUBLIC SPEAKING DEBATE TOURNAMENT 8000 VERMONT ADAPTIVE SKI & SPORTS PO BOX 139 KILLINGTON VT 05751 NO RELATIONSHIP PC SPORT ABILITIES DEVELOPMENT 8000 148000 14 2 14 82687 14 263 18 1358494 1441446 1441446 false false false false false false false false false false X X 1 John B Fortune CRUT 10 S Dearborn IL1-0117 Chicago IL 60603 6383356 X ACCOUNTING FEES 4645 4645 CORPORATE BONDS 342850 349506 CORPORATE STOCKS 8828236 9304244 MUTUAL FUNDS AT COST LEGAL FEES 4824 4824 INVESTMENT FEES 59576 59576 0 BOARD MEETINGS 1844 0 0 1844 OTHER MISCELLANEOUS FEES 375 375 0 0 POSTAGE 33 0 0 33 MERRIL LYNCH - OTHER INVESTMENT INCOME 14 14 OTHER MISCELLANEOUS INCOME 249 249 CHECKING ACCOUNT OVERDRAFT 4228 John B Fortune CRUT 10 S Dearborn IL1-0117 Chicago IL 60603 FOREIGN TAXES 1471 1471 EXCISE TAXES 1530