Fortuna Family Foundation
Nonprofit profile at a glance
- EIN
- 842268123
- IRS 990-PF coverage
- 2019–2025
- Forms available
- Form 990-PF 2025
- Location
- Gilbert, AZ, USA
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.
Reported finances
- Revenue
- $31,844
- Expenses
- $90,359
Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.
Overview
Mission
Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.
What it reported funding in 2025
The foundation reported 2 grants totaling $53,075. The stated grant purposes included support organization that helps survivors of domestic abuse including women and children and support efforts to increase public awareness and support of families affected by debilitating medical conditions..
Operating model
- Revenue model
- Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Hybrid. The foundation combined direct charitable work with grants to other organizations or people.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
The verdict
MIXED - The filed numbers largely add up and the filing identifies who received its grants. A relatively small share of spending goes to grants and assets provide a limited cushion relative to annual grants.
Rating breakdown
- Grant Deployment: NotEnoughData
- Cost Efficiency: 59
- Transparency: 100
- Compliance: 100
- Endowment Health: 27
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 58.7%; rating input score 59; 25th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Pass
- Compensation paid to a disqualified person: Pass
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Grants to individuals: Pass
- Grants to organizations: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 10; rating input score 100
Endowment Health
- Endowment-health comparison: 8.59; rating input score 27; 27th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: Filed payout detail
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 27th percentile for endowment coverage
- Consistency: 10 of 10 current checks pass
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Cost Efficiency: Grant expense ratio scored 59/100.
- High — Endowment Health: Endowment-health comparison scored 27/100.