Nonprofit · EIN 45-5460288
FORTEGRA FOUNDATION
Tax-exempt · JACKSONVILLE, FL 32256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $179,631 | $163,227 | $16,404 | $43,832 | $0 | $43,832 |
| December 31, 2024 | 990-PF | $190,873 | $179,807 | $11,066 | $27,428 | $0 | $27,428 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $178,193
- Interest
- $1,438
Expenses
- Grants and similar amounts paid
- $163,227
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $163,227
Balance sheet and other
- Total assets, start of year
- $27,428
- Total assets, end of year
- $43,832
- Total liabilities, end of year
- $0
- Net assets, end of year
- $43,832
- Fair market value of assets
- $43,832
- Qualifying distributions
- $163,227
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Kahlbaugh 10751 Deerwood Park Blvd Suite 200, Jacksonville, FL 32256 | Chairman | 1 | $0 |
| Julie Fagan 10751 Deerwood Park Blvd Suite 200, Jacksonville, FL 32256 | Secretary | 1 | $0 |
| John Short 10751 Deerwood Park Blvd Suite 200, Jacksonville, FL 32256 | Director | 1 | $0 |
| Michael Vrban 10751 Deerwood Park Blvd Ste 200, JACKSONVILLE, FL 322560000 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Kahlbaugh 10751 Deerwood Park Blvd Suite 200, Jacksonville, FL 32256 | Chairman | 2 | $0 |
| Kelli Mazza 10751 Deerwood Park Blvd Suite 200, Jacksonville, FL 32256 | Secretary | 2 | $0 |
| Eddie Urfer 10751 Deerwood Park Blvd Suite 200, Jacksonville, FL 32256 | Director | 1 | $0 |
| Michael Grasher 10751 Deerwood Park Blvd Ste 200, JACKSONVILLE, FL 322560000 | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10751 DEERWOOD PARK BLVD STE 200, JACKSONVILLE, FL 32256-4836
- In care of
- % MATTHEW NOBLES
- Signed the 990-PF
- Michael Vrban, Treasurer
- Phone
- (904) 593-6615
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-5460288
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $43,832
- Income (IRS master file)
- $179,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $128,000 | $147,361 | $16,362 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about FORTEGRA FOUNDATION
- What is the EIN of FORTEGRA FOUNDATION?
- The employer identification number (EIN) of FORTEGRA FOUNDATION is 45-5460288.
- Is FORTEGRA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to FORTEGRA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FORTEGRA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FORTEGRA FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORTEGRA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FORTEGRA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does FORTEGRA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $179,631, expenses of $163,227 and total assets of $43,832 at year end.
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