Fortner Charitable Foundation Trust

Foundation · Grantmaker JOPLIN, MO EIN: 88-3069834

Fortner Charitable Foundation Trust is a private foundation, based in JOPLIN, MO. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 17 grants totaling $106K. Net investment income was $44K.

Key facts about Fortner Charitable Foundation Trust

EIN: 88-3069834
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $105,500
Grants made (2024): 17
Average grant: $6,206
Median grant: $5,000
Total assets: $2,083,971
Primary geography: Missouri (91% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Fortner Charitable Foundation Trust funds

By grant dollars, the top recipient states for Fortner Charitable Foundation Trust's 17 itemized 2024 grants were Missouri (91%) and Kansas (6%). The most frequent recipient cities were Jasper, MO (4 grants), Lamar, MO (2 grants) and Carthage, MO (2 grants). None of its 17 grants with a stated purpose were described as general or operating support.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-2.8% YoY

Annual Giving

$106K

-0.5% YoY

Grant Count

+13.3% YoY

Avg Grant Size

$6K

-12.2% YoY

Under IRS private-foundation payout rules, Fortner Charitable Foundation Trust reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Fortner Charitable Foundation Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $282K (92%)

Kansas $11K (4%)

Florida $9K (3%)

North Carolina $3K (1%)

States

Florida Kansas Missouri North Carolina

Cities

JasperCarthageJoplinLamarBooneLargoAvillaBallwinSarcoxieWebb CityWeirBridgetonMount Vernon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,083,971	$2,143,477	$1,831,720
Revenue	$69,716	$65,679	$16,995
Expenses	$131,850	$131,300	$100,731
Qualifying Distributions	$131,850	—	$93,000
Net Investment Income	$43,628	—	—
Distributable Amount	$6,880	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

39 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Paradise Cemetery ($25,000), Make a Wish Missouri Kansas ($20,000), Peterson Outdoor Ministries ($15,000).

Recipient	Purpose	Amount
PARADISE CEMETERY JASPER, MO	MAINTENANCE AND BUILD CREMATORIUM	$25,000
MAKE A WISH MISSOURI KANSAS BALLWIN, MO	CREATE LIFE-CHANGING WISHES FOR CHILDREN CRITICALY	$20,000
PETERSON OUTDOOR MINISTRIES WEBB CITY, MO	PROVIDE THERAPY FOR INJURED VETERANS	$15,000
MISSOURI BAPTIST CHILDRENS HOME BRIDGETON, MO	PROVIDE CHILDREN WITH HOPE HEALING RESTORATION	$10,000
DREAM BIG LITTLE ONE WEIR, KS	PROVIDING BEDDING FOR KIDS	$6,000
CITY OF JASPER JASPER, MO	RESTORATION OF CITY SIGNS	$5,000
GNPI JOPLIN, MO	SHARE THE GOSPEL AROUND THE WORLD	$5,000
JASPER COUNTY 4H CARTHAGE, MO	YOUTH PROGRAM OFFERS GROWTH SERVINGENGAGING	$5,000
LAMAR SHELTERED WORKSHOP LAMAR, MO	PROVIDE SUPPLIES AND FOOD TO THOSE IN NEED	$5,000
INTERNATIONAL MISSIONARY FELLOWSHIP LARGO, FL	PROVIDE MEDICAL AND SPIRITUAL CARE	$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHUCK BROWN	TRUSTEE	2	—

Frequently Asked Questions

How large is Fortner Charitable Foundation Trust?

As of 2024, Fortner Charitable Foundation Trust holds $2.1M in total assets with $70K in annual revenue. It awarded 17 grants totaling $106K in 2024.

Where does Fortner Charitable Foundation Trust operate?

Fortner Charitable Foundation Trust has awarded grants in Florida, Kansas, Missouri, North Carolina.

What size grants does Fortner Charitable Foundation Trust award?

In 2024, Fortner Charitable Foundation Trust awarded 17 grants totaling $106K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Fortner Charitable Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Fortner Charitable Foundation Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Fortner Charitable Foundation Trust's EIN?

Fortner Charitable Foundation Trust's EIN (Employer Identification Number) is 88-3069834. IRS Form 990 filing data is available on this page for 2022–2024.