Funder DirectoryBROOKS AND JOAN FORTUNE FAMILY
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Private foundation (trust)EIN 311225136Est. 1988-02

BROOKS AND JOAN FORTUNE FAMILY

NAPLES, FL 34110

Accepts unsolicited proposals

Total Assets

$23.1M

FY 2024

Annual Giving

$775K

FY 2024

Grants Made

86

FY 2024

Avg Grant

$9K

FY 2024

Grant Range

$1K–$95K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$3.5M

Total Expenses

$1.1M

Qualifying Distributions

$840K

Distributable Amount

$1.1M

Min. Investment Return

$1.1M

Undistributed Income

$1.0M

Payout rate 78%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.78%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

86 grants

Grant sizes from minimum $1K through median $5K to maximum $95K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $834K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

321 grants

CONSERVANCY OF SOUTHWEST FLORIDA
$465K
6 grants
THE CHILDREN'S MUSEUM
$382K
2 grants
INTERNATIONAL CENTER FOR JOURNALISM
$185K
5 grants
THE NAPLES PLAYERS INC
$170K
4 grants
THE INTERNATIONAL CENTER
$120K
1 grant
MEYER CENTER FOR SPECIAL CHILDREN
$112K
4 grants
THE DEPOT THEATER
$110K
5 grants
CFES BRILLIANT PATHWAYS
$93K
4 grants

Grant Size Distribution

321 grants

<$10K
233
grants
$10–50K
74
grants
$50–250K
13
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

25 states

Florida
$1.4M
34% of total
Indiana
$1.1M
26% of total
South Carolina
$630K
15% of total
New York
$311K
7% of total
Massachusetts
$242K
6% of total
District of Columbia
$215K
5% of total
Vermont
$118K
3% of total
Colorado
$52K
1% of total
North Carolina
$32K
1% of total
New Hampshire
$23K
1% of total

+15 more states

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BROOKS AND JOAN FORTUNE FAMILY — Grants, Financials & Contact | Grantivo