Nonprofit · EIN 31-1225136
BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC
Tax-exempt · NAPLES, FL 34110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $917,717 | $1,349,115 | -$431,398 | $11,809,790 | $0 | $11,809,790 |
| March 31, 2025 | 990-PF | $3,529,090 | $1,108,988 | $2,420,102 | $12,241,188 | $0 | $12,241,188 |
| March 31, 2024 | 990-PF | $1,131,272 | $918,727 | $212,545 | $9,821,086 | $0 | $9,821,086 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $232,576
- Interest
- $92,454
- Net gain from sales of assets
- $590,031
- Other income
- $2,656
Expenses
- Grants and similar amounts paid
- $1,021,275
- Compensation of officers, directors and key employees
- $53,000
- Disbursements for charitable purposes
- $1,101,130
- Excise tax on investment income
- $9,168
Balance sheet and other
- Total assets, start of year
- $12,241,188
- Total assets, end of year
- $11,809,790
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,809,790
- Fair market value of assets
- $22,019,186
- Qualifying distributions
- $1,101,130
- Net investment income
- $886,765
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TINA KILLORAN 4613 CENTAURUS CIRCLE, NAPLES, FL 34120 | EXECUTIVE DIRECTOR | 18 | $46,250 |
| JOHN B FORTUNE MD 890 BARCARMIL WAY, NAPLES, FL 34110 | PRESIDENT | 4 | $750 |
| JANELLEN FORTUNE 890 BARCARMIL WAY, NAPLES, FL 34110 | VICE PRESIDENT | 4 | $750 |
| JENNIFER FLANIGAN 4 HORSES CROSSING, LINCOLN, MA 01773 | DIRECTOR | 2 | $750 |
| STEPHANIE ZAISER 1114 10TH AVENUE NORTH, NAPLES, FL 34102 | SECRETARY/TREASURER | 2 | $750 |
| LENOIR EDWARD ZAISER IV 12375 COLLIERS RESERVE DRIVE, NAPLES, FL 34110 | DIRECTOR | 2 | $750 |
| ERIN HUDGINS 5 CATALOO COURT, GREENVILLE, SC 29609 | DIRECTOR | 2 | $750 |
| CORIE CULP 25 HERITAGE DRIVE, FOUNTAIN INN, SC 29644 | DIRECTOR | 2 | $750 |
| NEELY FORTUNE 60 RED CEDAR LANE, SHELBURNE, VT 05482 | DIRECTOR | 2 | $750 |
| BROOKS FORTUNE 277 MAPLE STREET, WATERBURY CENTER, VT 05677 | DIRECTOR | 2 | $750 |
990-PF for the year ended March 31, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B FORTUNE MD 890 BARCARMIL WAY, NAPLES, FL 34110 | PRESIDENT | 4 | $0 |
| JANELLEN FORTUNE 890 BARCARMIL WAY, NAPLES, FL 34110 | VICE PRESIDENT | 4 | $0 |
| JENNIFER FLANIGAN 4 HORSES CROSSING, LINCOLN, MA 01773 | DIRECTOR | 2 | $0 |
| STEPHANIE ZAISER 1114 10TH AVENUE NORTH, NAPLES, FL 34102 | SECRETARY/TREASURER | 2 | $0 |
| LENOIR EDWARD ZAISER IV 12375 COLLIERS RESERVE DRIVE, NAPLES, FL 34110 | DIRECTOR | 2 | $0 |
| ERIN HUDGINS 5 CATALOO COURT, GREENVILLE, SC 29609 | DIRECTOR | 2 | $0 |
| CORIE CULP 25 HERITAGE DRIVE, FOUNTAIN INN, SC 29644 | DIRECTOR | 2 | $0 |
| NEELY FORTUNE 60 RED CEDAR LANE, SHELBURNE, VT 05482 | DIRECTOR | 2 | $0 |
| BROOKS FORTUNE 277 MAPLE STREET, WATERBURY CENTER, VT 05677 | DIRECTOR | 2 | $0 |
| TINA KILLORAN 132 BEDZEL CIRCLE, NAPLES, FL 34104 | EXECUTIVE DIRECTOR | 15 | $0 |
990-PF for the year ended March 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B FORTUNE MD 890 BARCARMIL WAY, NAPLES, FL 34110 | PRESIDENT | 4 | $0 |
| JANELLEN FORTUNE 890 BARCARMIL WAY, NAPLES, FL 34110 | VICE PRESIDENT | 4 | $0 |
| JENNIFER FLANIGAN 4 HORSES CROSSING, LINCOLN, MA 01773 | DIRECTOR | 2 | $0 |
| STEPHANIE ZAISER 1114 10TH AVENUE NORTH, NAPLES, FL 34102 | SECRETARY/TREASURER | 2 | $0 |
| LENOIR EDWARD ZAISER IV 12375 COLLIERS RESERVE DRIVE, NAPLES, FL 34110 | DIRECTOR | 2 | $0 |
| ERIN HUDGINS 5 CATALOO COURT, GREENVILLE, SC 29609 | DIRECTOR | 2 | $0 |
| CORIE CULP 25 HERITAGE DRIVE, FOUNTAIN INN, SC 29644 | DIRECTOR | 2 | $0 |
| NEELY FORTUNE 1850 CHESTNUT PLACE APT 317, DENVER, CO 80202 | DIRECTOR | 2 | $0 |
| BROOKS FORTUNE 890 BARCARMIL WAY, NAPLES, FL 34110 | DIRECTOR | 2 | $0 |
| TINA KILLORAN 132 BEDZEL CIRCLE, NAPLES, FL 34104 | EXECUTIVE DIRECTOR | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 890 BARCARMIL WAY, NAPLES, FL 34110-0900
- In care of
- % JOHN B FORTUNE
- Signed the 990-PF
- JOHN B FORTUNE, PRESIDENT
- Phone
- (239) 438-4567
- Return prepared by
- MARKHAM NORTON MOSTELLER WRIGHT & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1225136
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $11,809,790
- Income (IRS master file)
- $6,028,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $917,717 | $1,349,115 | $11,809,790 | XML |
| 990-PF | March 2025 | $3,529,090 | $1,108,988 | $12,241,188 | XML |
| 990-PF | March 2024 | $1,131,272 | $918,727 | $9,821,086 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1225136).
Questions about BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC
- What is the EIN of BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC is 31-1225136.
- Is BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 10 people; 10 received compensation from the organization, the highest $46,250 (TINA KILLORAN, EXECUTIVE DIRECTOR).
- How much revenue does BROOKS AND JOAN FORTUNE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $917,717, expenses of $1,349,115 and total assets of $11,809,790 at year end.
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