Brooks and Joan Fortune Family
EIN 311225136Total Given 2016–2025
$4.9M
387 grants · $489K avg/year
based on 10 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$7K
typical small grants · $4K–$15K
grant size
36%
supporter · 79/222 multi-year
repeat
$23.1M
Assets (2025)
222
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JOHN B FORTUNE MD
Phone
(802) 735-7247
Deadlines
NONE
How to Apply
NONE
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $148K | $10.2M | $7.8M | 16 |
| 2018 | $500K | $12.5M | $840K | 22 |
| 2019 | $576K | $13.4M | $511K | 31 |
| 2021 | $661K | $16.8M | $794K | 40 |
| 2022 | $695K | $17.8M | $1.1M | 49 |
| 2023 | $834K | $15.7M | $1.0M | 77 |
| 2024 | $704K | $19.0M | $1.1M | 66 |
| 2025 | $775K | $23.1M | $3.5M | 86 |
Grant Size Distribution
Based on 387 grants on record
Minimum
$500
25th Pctl
$4K
Median
$7K
Average
$13K
75th Pctl
$15K
Maximum
$165K
Geographic Distribution
Officers & Directors
JM
John B Fortune Md
5 yrs
President
Leadership
JF
Janellen Fortune
8+ yrs
Vice President
Leadership
TK
Tina Killoran
3 yrs
Executive Director
Leadership
SZ
Stephanie Zaiser
8+ yrs
Secretary/Treasurer
Leadership
NF
Neely Fortune
5 yrs
Director
CC
Corie Culp
5 yrs
Director
EH
Erin Hudgins
5 yrs
Director
LZ
Lenoir Edward Zaiser IV
8+ yrs
Director
JF
Jennifer Flanigan
8+ yrs
Director
BF
Brooks Fortune
5 yrs
Director
JM
John B Fortune Md
5 yrs
President
Leadership
JF
Janellen Fortune
8+ yrs
Vice President
Leadership
TK
Tina Killoran
3 yrs
Executive Director
Leadership
SZ
Stephanie Zaiser
8+ yrs
Secretary/Treasurer
Leadership
JF
Jennifer Flanigan
8+ yrs
Director
BF
Brooks Fortune
5 yrs
Director
NF
Neely Fortune
5 yrs
Director
CC
Corie Culp
5 yrs
Director
EH
Erin Hudgins
5 yrs
Director
LZ
Lenoir Edward Zaiser IV
8+ yrs
Director
JM
John B Fortune Md
5 yrs
President
Leadership
JF
Janellen Fortune
8+ yrs
Vice President
Leadership
SZ
Stephanie Zaiser
8+ yrs
Secretary/Treasurer
Leadership
EH
Erin Hudgins
5 yrs
Director
JF
Jennifer Flanigan
8+ yrs
Director
LZ
Lenoir Edward Zaiser IV
8+ yrs
Director
CC
Corie Culp
5 yrs
Director
NF
Neely Fortune
5 yrs
Director
BF
Brooks Fortune
5 yrs
Director
TK
Tina Killoran
3 yrs
Director
JM
John B Fortune Md
5 yrs
President
Leadership
JF
Janellen Fortune
8+ yrs
Vice President
Leadership
SZ
Stephanie Zaiser
8+ yrs
Secretary/Treasurer
Leadership
JF
Jennifer Flanigan
8+ yrs
Director
LZ
Lenoir Edward Zaiser IV
8+ yrs
Director
EH
Erin Hudgins
5 yrs
Director
CC
Corie Culp
5 yrs
Director
NF
Neely Fortune
5 yrs
Director
BF
Brooks Fortune
5 yrs
Director
JM
John B Fortune Md
5 yrs
President
Leadership
JF
Janellen Fortune
8+ yrs
Vice President
Leadership
SZ
Stephanie Zaiser
8+ yrs
Secretary/Treasurer
Leadership
JF
Jennifer Flanigan
8+ yrs
Director
BF
Brooks Fortune
5 yrs
Director
NF
Neely Fortune
5 yrs
Director
CC
Corie Culp
5 yrs
Director
EH
Erin Hudgins
5 yrs
Director
LZ
Lenoir Edward Zaiser IV
8+ yrs
Director
Grants Awarded (387 total)
| Purpose | ||||
|---|---|---|---|---|
| Conservancy of Southwest Florida | Naples, FL | $165,000 | PRESERVATION OF WILDLIFE HABITATS AND DOCK EXPANSION | 2018 |
| The International Center | Indianapolis, IN | $120,000 | THE INTERNATIONAL CENTER'S 50TH ANNIVERSARY AIRPORT ART PROJECT | 2023 |
| Conner Prairie | Fishers, IN | $100,000 | RENOVATION OF PRAIRIE HOUSE | 2018 |
| Conservancy of Southwest Florida | Naples, FL | $95,000 | GOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES | 2025 |
| Conservancy of Southwest Florida | Naples, FL | $91,334 | GOOD FORTUNE II BOAT UPKEEP & CAPTAIN SALARIES | 2022 |
| Conservancy of Southwest Florida | Naples, FL | $90,486 | PRESERVATION OF WILDLIFE HABITATS AND DOCK EXPANSION | 2019 |
| Conservancy of Southwest Florida | Naples, FL | $82,000 | GOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES | 2024 |
| Conservancy of Southwest Florida | Naples, FL | $80,000 | GOOD FORTUNE II BOAT INSURANCE/IMPROVEMENTS / SURVIVORS PROGRAM & CAPTAIN SALARIES | 2023 |
| International Center for Journalism | Washington, DC | $80,000 | INTERNATIONAL FELLOWSHIP PROGRAM | 2022 |
| Conner Prairie | Fishers, IN | $75,000 | RENOVATION OF PRAIRIE HOUSE | 2019 |
| Conner Prairie Foundation | Fishers, IN | $75,000 | PRAIRIE HOUSE EDUCATION CENTER | 2019 |
| The Naples Players Inc | Naples, FL | $60,200 | KIDZ ACT SCHOLARSHIPS, HURRICANE IAN RELIEF, TEAS & TREES | 2023 |
| The Children'S Museum of Indianapolis Inc | Indianapolis, IN | $60,000 | SPACE OBJECT MATTER | 2024 |
| The Children'S Museum of the Upstate | Greenville, SC | $60,000 | SCHOLARSHIPS FOR STEAM | 2019 |
| Conservancy of Southwest Florida | Naples, FL | $55,000 | GOOD FORTUNE II; FELLOWS | 2021 |
| The Advancement Center | Indianapolis, IN | $53,000 | CLASSROOM PROJECTS; PANTHER PATHWAYS | 2021 |
| Collier County Public Schools | Naples, FL | $50,000 | ENTREPRENEURSHIP PROGRAM | 2021 |
| The Naples Players Inc | Naples, FL | $50,000 | KIDZ ACT SCHOLARSHIPS | 2022 |
| The Naples Players Inc | Naples, FL | $50,000 | KIDZ ACT SCHOLARSHIPS, HURRICANE IAN RELIEF, TEAS & TREES | 2024 |
| The Naples Players Inc | Naples, FL | $50,000 | THE NAPLES PLAYERS ACADEMY OF DRAMATIC ARTS PROGRAM SCHOLARSHIPS | 2025 |
| Conservancy of Southwest Florida | Naples, FL | $50,000 | PRESERVATION OF WILDLIFE HABITATS | 2016 |
| Northminster Presbyterian Church | Sarasota, FL | $50,000 | MUSIC EDUCATION | 2019 |
| Meyer Center for Special Children | Greenville, SC | $46,730 | MUSIC THERAPY PROGRAM, THE CREATIVE CURRICULUM | 2023 |
| International Center for Journalism | Washington, DC | $40,000 | INTERNATIONAL FELLOWSHIP PROGRAM | 2023 |
| International Center for Journalism | Washington, DC | $40,000 | INTERNATIONAL FELLOWS | 2021 |