Fortuna Family Foundation
Fortuna Family Foundation is a private foundation, based in Gilbert, AZ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $456K in total assets. In 2025, it awarded 2 grants totaling $53K. Net investment income was $33K.
Key facts about Fortuna Family Foundation
In short: Fortuna Family Foundation gave $53K across 2 grants in 2025 (avg $27K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- EIN
- 84-2268123
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $53,075
- Grants made (2025)
- 2
- Average grant
- $26,538
- Median grant
- $26,538
- Total assets
- $455,664
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$456K
-1.9% YoY
Annual Giving
$53K
+8745.8% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$27K
+4322.9% YoY
How Fortuna Family Foundation gives
- Giving grew 452% from 2022 to 2025. Method
- In 2023 it paid out 167% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Fortuna Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $200 (2019) to $53K (2025). In 2025 it made 2 grants totaling $53K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was New Pace Limited ($50K). Together the top 2 received $53K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 15 grants of 16 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Pace Limited Highland, UT | Support efforts to increase public awareness and support of families affected by debilitating medical conditions. | $50,075 |
| The Refuge Utah Orem, UT | Support organization that helps survivors of domestic abuse including women and children | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $455,664 | $464,665 | $399,712 |
| Revenue | $31,844 | $51,872 | $-16,725 |
| Expenses | $90,359 | $9,888 | $30,506 |
| Qualifying Distributions | $91,351 | $30,649 | $30,506 |
| Net Investment Income | $32,894 | $46,012 | — |
| Distributable Amount | — | — | $18,217 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Fortuna Family Foundation is led by Randall S Fortuna, CEO since 2025 (on filings since 2019); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Randall S Fortuna
CEO
Director & CEO → Director CEO, 2024
Director CEO → CEO, 2025
On filings since 2019
2 hrs/week
No compensation reported
Julie M Fortuna
Secretary
Director & Secretary → Director Secretary, 2024
Director Secretary → Secretary, 2025
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Fortuna Family Foundation
How much does Fortuna Family Foundation give each year?
Fortuna Family Foundation gave $53K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $600 across 1 grant.
How large is Fortuna Family Foundation?
Fortuna Family Foundation reported $456K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $32K.
Where does Fortuna Family Foundation operate?
Fortuna Family Foundation has awarded grants in Arizona, California, Utah.
What is Fortuna Family Foundation's EIN?
Fortuna Family Foundation's EIN (Employer Identification Number) is 84-2268123. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Fortuna Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Fortuna Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Russell D Garrett Foundation
Tucson, AZ
Assets
$3K
Grants
2
Total Given
$15K
Li-Verhaaren Foundation
Chicago, IL
Assets
$16K
Grants
2
Total Given
$67K
Red Pine Family Foundation
Alpine, UT
Assets
$39K
Grants
2
Total Given
$121K
Lucille E Williams Foundation
Tucson, AZ
Assets
$1.0M
Grants
3
Total Given
$46K
Banner Health Foundation
Phoenix, AZ
Established in 2001, Banner Health Foundation secures and stewards charitable contributions to advance banner health's mission, investing in facilities and programs that support advancements in care, research, medical education, patient services, and a variety of community benefits.
Assets
$186.9M
Grants
5
Total Given
$24.2M
The Pat & Laura Stephens Foundation
Santa Rosa, CA
Assets
$628K
Grants
6
Total Given
$16K
Lord Family Foundation Inc
Scottsdale, AZ
Assets
$1.1M
Grants
8
Total Given
$104K
Sunrise Foundation of America
American Fork, UT
Assets
$514K
Grants
9
Total Given
$18K
Jane E Hendricks Charitable Trust
Columbus, OH
Assets
$2.2M
Grants
9
Total Given
$175K
Doris Day and Terry Melcher Foundation
Omaha, NE
The Doris Day and Terry Melcher Foundation is a non-profit organization dedicated to animal welfare through rescue, adoption, legislative advocacy, and community programs. Founded by actress Doris Day in the late 1970s, the organization operates multiple programs including the pioneering Spay Day USA initiative, rescue centers, adoption support, and veterinary scholarships. Working in partnership with major animal welfare organizations like the Humane Society of the United States, the foundation addresses pet overpopulation and animal cruelty through grassroots efforts and high-level legislative advocacy.
Assets
$26.6M
Grants
11
Total Given
$1.3M
The Romney Foundation for Children
Holladay, UT
Assets
$14.4M
Grants
11
Total Given
$801K
The Merops Foundation 6178-01-16
Philadelphia, PA
The Merops Foundation primarily funds archaeology-related fellowships, research, excavations, conservation, and remediation projects, with 2024 grants also supporting educational and charitable organizations. Its 15 grants ranged from $5,000 to $160,000, with a median of $33,000, and most funding went to recipients in Pennsylvania, Michigan, New York, Illinois, and Nebraska. The profile does not state whether it accepts unsolicited requests.
Assets
—
Grants
15
Total Given
$604K
More Funders in Arizona
Fortuna Family Foundation down — hundreds of funders to go?