Nonprofit · EIN 84-2268123
FORTUNA FAMILY FOUNDATION
Tax-exempt · GILBERT, AZ 85297
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,844 | $90,359 | -$58,515 | $455,664 | $0 | $455,664 |
| December 31, 2024 | 990-PF | $51,872 | $9,888 | $41,984 | $464,665 | $0 | $464,665 |
| December 31, 2023 | 990-PF | -$16,725 | $30,506 | -$47,231 | $399,712 | $0 | $399,712 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,587
- Interest
- $1
- Net gain from sales of assets
- $28,256
Expenses
- Grants and similar amounts paid
- $53,075
- Disbursements for charitable purposes
- $90,359
- Excise tax on investment income
- $457
Balance sheet and other
- Total assets, start of year
- $464,665
- Total assets, end of year
- $455,664
- Total liabilities, end of year
- $0
- Net assets, end of year
- $455,664
- Fair market value of assets
- $455,664
- Qualifying distributions
- $91,351
- Net investment income
- $31,844
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 |
|---|---|---|---|
| Randall S Fortuna 12372 North Timberline Drive, Highland, UT 84003 | CEO | 2 | $0 |
| Julie M Fortuna 12372 North Timberline Drive, Highland, UT 84003 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Randall S Fortuna 4692 McMinn Drive, Gilbert, AZ 85297 | Director CEO | 2 | $0 |
| Julie M Fortuna 4692 McMinn Drive, Gilbert, AZ 85297 | Director Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Randall S Fortuna 4692 South McMinn Drive, Gilbert, AZ 85297 | Director and CEO | 2 | $0 |
| Julie M Fortuna 4692 South McMinn Drive, Gilbert, AZ 85297 | Director and Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4692 S MCMINN DR, GILBERT, AZ 85297-1966
- In care of
- % RANDALL S FORTUNA
- Signed the 990-PF
- Randall S Fortuna, CEO
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
- 84-2268123
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $455,664
- Income (IRS master file)
- $84,520
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,844 | $90,359 | $455,664 | XML |
| 990-PF | December 2024 | $51,872 | $9,888 | $464,665 | XML |
| 990-PF | December 2023 | -$16,725 | $30,506 | $399,712 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 84-2268123).
Questions about FORTUNA FAMILY FOUNDATION
- What is the EIN of FORTUNA FAMILY FOUNDATION?
- The employer identification number (EIN) of FORTUNA FAMILY FOUNDATION is 84-2268123.
- Is FORTUNA FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FORTUNA FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FORTUNA FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FORTUNA FAMILY 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 FORTUNA FAMILY 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 FORTUNA FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does FORTUNA FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,844, expenses of $90,359 and total assets of $455,664 at year end.
Other nonprofits in GILBERT
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- GILBERT CHAMBER OF COMMERCE FOUNDATION INC EIN 81-5012148 · last filed 990 for 2025
- MANWARING FAMILY GIVING FOUNDATION EIN 39-4739438 · last filed 990-PF for 2025
- HAGENSEN FAMILY FOUNDATION INC EIN 88-2202504 · last filed 990-PF for 2025
- DICECCO FAMILY FOUNDATION EIN 27-6293117 · last filed 990-PF for 2024
All nonprofits in GILBERT · Arizona · Philanthropy, voluntarism and grantmaking foundations