Private Foundation

Russell & Penny Fortune Foundation Inc

Russell & Penny Fortune Foundation Inc is a Private Foundation headquartered in Zionsville, IN. Financial data from the 2024 filing: $225K revenue, $317K expenses, $4.3M total assets. IRS filings disclose 29 grants awarded by this foundation, totaling roughly $1.4M.

EIN: 352041399 Zionsville, IN Latest filing: 2024
Total Revenue$225K
Total Expenses$317K
Total Assets$4.3M
Grants Given29
Grant Total$1.4M
Filing Years2018–2024

Sample Grants Given

Marion University
Indianapolis, IN · 2024
Education
$60,000
Brebeuf Preparatory School Inc
Indianapolis, IN · 2024
Education
$54,896
Cathedral High School
Indianapolis, IN · 2024
Education
$38,529
International School of Indiana
Indianapolis, IN · 2024
Education
$33,885
Park Tudor Foundation Inc
Indianapolis, IN · 2024
Education
$24,200

Showing up to 5 of 29 total records — full history available with membership.

Officers & Directors

EXECUTIVE DIRECTOR James P Fadely
DIRECTOR Marc A Hetzner
SECRETARY Paul Lindemann
DIRECTOR Penny Fortune
CHAIRMAN Russell Fortune Iii
DIRECTOR William C Metzger

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATION
$1,124,887 23 grants
Education
$231,511 6 grants

Financial Trends

Year Revenue Expenses Assets
2024 $225K $317K $4.3M
2023 $182K $317K $4.4M
2021 $205K $312K $4.7M
2020 $159K $260K $4.8M
2018 $4.0M $243K $5.0M

Between 2018 and 2024, reported annual revenue declined from $4.0M to $225K (-94%), with total assets most recently reported at $4.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IN.

IN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Russell & Penny Fortune Foundation Inc

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