Funder DirectoryRussell & Penny Fortune Foundation Inc
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Private foundation (trust)EIN 352041399Est. 1998-09

Russell & Penny Fortune Foundation Inc

Zionsville, IN 46077

Total Assets

$5.8M

FY 2024

Annual Giving

$232K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$39K

FY 2024

Grant Range

$20K–$60K

Typical

Deadlines

Applications

Focus Areas

Z99Z

Financial Snapshot

2024 filing

Total Revenue

$225K

Total Expenses

$317K

Qualifying Distributions

$278K

Distributable Amount

$277K

Min. Investment Return

$280K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $20K through median $36K to maximum $60K, 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

4 years

Giving over time from 2020 to 2024. Peak $262K in 2023. Hover bars for details.

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

Top Recipients

19 grants

Brebeuf Preparatory School Inc
$280K
4 grants
International School of Indiana
$245K
4 grants
Cathedral High School
$229K
4 grants
Marion University
$100K
2 grants
Park Tudor Foundation Inc
$73K
3 grants
Guerin Catholic High School
$30K
2 grants

Grant Size Distribution

19 grants

<$10K
1
grants
$10–50K
8
grants
$50–250K
10
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Indiana
$956K
100% of total

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