Brooks and Joan Fortune Family
The Brooks and Joan Fortune Family Foundation is a private foundation based in Naples, Florida. Formed in 1988, it supports education, the arts, and outreach programs and projects, with a preference for specific activities that have defined outcomes rather than general operating support or fundraising campaigns.
Brooks and Joan Fortune Family at a glance
In short: Brooks and Joan Fortune Family gave $1.0M across 97 grants in 2026 (avg $11K), top state Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $1,021,275
- +31.7% vs 2025
- Grants made (2026)
- 97
- +12.8% vs 2025
- Average grant
- $10,529
- +16.8% vs 2025
- Median grant
- $6,000
- Total assets
- $11,809,790
- -3.5% vs 2025
- Primary geography
- Florida (43% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to Brooks and Joan Fortune Family
- How to Apply
-
The foundation accepts applications from eligible 501(c)(3) organizations through its Online Grants Manager. Applications are screened for eligibility and reviewed based on merit, funding priorities, and available funds. The website describes awards as non-recurring and says they do not obligate the foundation to make subsequent grants. Its 2025 filing lists John B. Fortune, MD, as the application contact and reports no required form or materials, deadline, or award restrictions.
- Review Cycle
- Applications may be submitted April 1 through December 31, 2026.
- Deadline
- Applications may be submitted April 1 through December 31, 2026.
- Contact
Application contact: John B Fortune Md
Mailing address: 890 Barcarmil Way, Naples, FL 34110
Phone: (802) 735-7247
Website: https://fortunefamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
2 open opportunities from Brooks and Joan Fortune Family
Who Brooks and Joan Fortune Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Conservancy of Southwest Florida ($95K). Together the top 10 received $451K.
Organizations only. It also paid 1 grant to individuals ($5,000), which are not listed by name.
Grant Size Distribution
375 grants across all recorded years
The most common grant size was under $50K: 360 grants of 375 (96%).
Geographic Focus
Where this funder awards grants
The foundation says its activities have historically been located in Indiana and Florida, but that requests from around the country will be considered. In filing year 2026, grant dollars were distributed among recipients in Florida (43%), South Carolina (16%), Indiana (15%), New York (9%), and Vermont (6%).
Grant Distribution by State
Share of 2026 grant dollars across all 97 itemized grants.
States
Cities
How Brooks and Joan Fortune Family gives
- 36% of 2026 grantees were also funded in 2025. Method
- Giving grew 22% from 2023 to 2026. Method
- In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $661K (2021) to $1.0M (2026). In 2026 it made 97 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Conservancy of Southwest Florida Naples, FL | Good fortune ii boat insurance & maintenance/survivors program & captain salaries | $95,000 |
| Bonita Wonder Gardens Inc Bonita Springs, FL | Outreach Transportation Van | $68,000 |
| Naples Therapeutic Riding Center Naples, FL | Certification Testing Training & Renewals/Bootstrap Boogie Barn Dance | $57,000 |
| Indianapolis Art Center Indianapolis, IN | Arttroop | $55,000 |
| Naples Zoo Naples, FL | Av & Conferencing System for Education Center | $45,000 |
| Civic News Company New York City, NY | Healthbeat | $30,000 |
| The Washington Township Schools Foundation Indianapolis, IN | MSDWT Teacher and Student Support | $26,000 |
| Cfes Brilliant Pathways Essex, NY | Symposia Sponsor | $25,000 |
| Davids Table Inc Greenville, SC | Housing Program | $25,000 |
| Elizabethtown Community Hospital Elizabethtown, NY | Capital Purchases | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $11,809,790 | $917,717 | $1,349,115 | $1,021,275 | 97 | $1,101,130 | $659,537 | $1,155,303 |
| 2025 | $12,241,188 | $3,529,090 | $1,108,988 | $775,400 | 86 | $839,816 | $400,215 | $1,080,445 |
| 2024 | $9,821,086 | $1,131,272 | $918,727 | $703,700 | 66 | $750,460 | $991,321 | $829,942 |
| 2023 | $9,608,541 | $1,029,918 | $1,064,637 | $833,705 | 77 | $901,235 | $888,097 | $769,411 |
| 2022 | $9,643,260 | $1,052,570 | $931,280 | $695,210 | 49 | $744,684 | $857,545 | $887,607 |
| 2021 | $9,521,970 | $794,015 | $795,910 | $660,659 | 40 | — | $660,258 | $736,225 |
| 2020 | $9,523,865 | $461,125 | $826,704 | $676,875 | 21 | — | $341,837 | $704,073 |
Under IRS private-foundation payout rules, Brooks and Joan Fortune Family reported a distributable amount of $1.2M for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated focus is education, arts, and outreach. Its website also lists education and STEAM, community development, healthcare initiatives, environmental conservation, arts and culture, and emergency relief among its supported causes.
Examples of the kinds of organizations it has supported include Bonita Wonder Gardens, which describes its work as inspiring transformative experiences of wonder in the natural world; Naples Therapeutic Riding Center, which provides therapeutic horseback riding for people with special needs; and Indianapolis Art Center, whose mission is to provide accessible and inclusive art experiences. Other 2026 grantees include organizations describing missions in local civic news, disability services, community healthcare, and university philanthropy.
Grantmaking
In filing year 2026, the foundation reported 97 grants totaling $1,021,275. Individual grants ranged from $1,000 to $95,000, with a median of $6,000. Among the largest were $95,000 to Conservancy of Southwest Florida for boat insurance and maintenance, a survivors program, and captain salaries; $68,000 to Bonita Wonder Gardens for an outreach transportation van; $57,000 to Naples Therapeutic Riding Center for certification, testing, training and renewals, and a barn dance; and $55,000 to Indianapolis Art Center for ArtTroop.
Other notable 2026 awards included $45,000 to Naples Zoo for an education-center audiovisual and conferencing system; $30,000 to Civic News Company for Healthbeat; and $25,000 each to CFES Brilliant Pathways, Elizabethtown Community Hospital, David’s Table, and Indiana University Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists John B. Fortune, MD, as president; Janellen Fortune as vice president; Stephanie Zaiser as secretary/treasurer; Tina Killoran as executive director; and Jennifer Flanigan, Lenoir Edward Zaiser IV, Erin Hudgins, Corie Culp, Neely Fortune, and Brooks Fortune as directors.
Brooks and Joan Fortune Family is led by John B. Fortune MD, President on every filing since 2020; all 10 officers listed in 2026 are compensated.
Officers on the 2026 filing
John B. Fortune MD
President
On filings since 2020
4 hrs/week
$500 (2020) → $750 (2026)
Tina Killoran
Executive Director
Director → Executive Director, 2024
On filings since 2023
18 hrs/week
$500 (2023) → $46K (2026)
Brooks Fortune
Director
On filings since 2020
2 hrs/week
$500 (2022) → $750 (2026)
Corie Culp
Director
On filings since 2020
2 hrs/week
$500 (2020) → $750 (2026)
Erin Hudgins
Director
On filings since 2020
2 hrs/week
$500 (2020) → $750 (2026)
Jennifer Flanigan
Director
On filings since 2020
2 hrs/week
$500 (2022) → $750 (2026)
Lenoir Edward Zaiser IV
Director
On filings since 2020
2 hrs/week
$500 (2020) → $750 (2026)
Neely Fortune
Director
On filings since 2020
2 hrs/week
$2K (2021) → $750 (2026)
Janellen Fortune
Vice President
On filings since 2020
4 hrs/week
$500 (2020) → $750 (2026)
Stephanie Zaiser
Secretary & Treasurer
On filings since 2020
2 hrs/week
$500 (2020) → $750 (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $46K, to Tina Killoran (Executive Director). 10 officers or directors reported compensation on that filing.
Frequently asked questions about Brooks and Joan Fortune Family
How much does Brooks and Joan Fortune Family give each year?
Brooks and Joan Fortune Family gave $1.0M across 97 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $775K across 86 grants.
What is Brooks and Joan Fortune Family's typical grant size?
Brooks and Joan Fortune Family's median grant in 2026 was $6,000, and its average grant was $10,529, across 97 grants on its 2026 IRS Form 990-PF.
Where does Brooks and Joan Fortune Family give grants?
Brooks and Joan Fortune Family's top state is Florida, with 43% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were South Carolina (16%) and Indiana (15%). The most frequent recipient cities were Naples, FL (19 grants), Greenville, SC (14 grants), Indianapolis, IN (8 grants) and Waterbury, VT (4 grants).
Does Brooks and Joan Fortune Family give general operating support?
Not in 2026: none of the 97 grants with a stated purpose on Brooks and Joan Fortune Family's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programs" (5 grants).
Who are Brooks and Joan Fortune Family's largest grantees?
Brooks and Joan Fortune Family's largest 2026 grantees include Conservancy of Southwest Florida ($95,000), Bonita Wonder Gardens Inc ($68,000) and Naples Therapeutic Riding Center ($57,000), according to its 2026 IRS Form 990-PF. It also paid 1 grant to individuals ($5,000), which are not listed by name. Together they received 22% of its itemized 2026 grant dollars.
How large is Brooks and Joan Fortune Family?
Brooks and Joan Fortune Family reported $11.8M in total assets on its 2026 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Brooks and Joan Fortune Family fund?
The foundation’s stated focus is education, arts, and outreach. Its website also lists education and STEAM, community development, healthcare initiatives, environmental conservation, arts and culture, and emergency relief among its supported causes. See mission & focus areas ↑
How do I apply for a grant from Brooks and Joan Fortune Family?
The foundation accepts applications from eligible 501(c)(3) organizations through its Online Grants Manager. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Brooks and Joan Fortune Family's EIN?
Brooks and Joan Fortune Family's EIN (Employer Identification Number) is 31-1225136. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Brooks and Joan Fortune Family funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/brooks-and-joan-fortune-family-morg_d42b684dd740441682cb544fcf2ee765
BibTeX
@misc{grantable_311225136_2026,
author = {{Grantable}},
title = {{Brooks and Joan Fortune Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/brooks-and-joan-fortune-family-morg_d42b684dd740441682cb544fcf2ee765},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Brooks and Joan Fortune Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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