Nonprofit · EIN 59-2707197
THE FORTIN FOUNDATION OF FLORIDA INC
Also known as TRUST DEPT
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,292,097 | $2,823,813 | -$531,716 | $32,308,315 | $0 | $32,308,315 |
| December 31, 2023 | 990-PF | $4,987,752 | $4,033,686 | $954,066 | $32,840,031 | $0 | $32,840,031 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6
- Dividends
- $1,753,800
- Interest
- $13,001
- Net gain from sales of assets
- $574,867
- Other income
- -$49,577
Expenses
- Grants and similar amounts paid
- $1,845,000
- Compensation of officers, directors and key employees
- $595,000
- Disbursements for charitable purposes
- $2,213,585
- Excise tax on investment income
- $24,133
Balance sheet and other
- Total assets, start of year
- $32,840,031
- Total assets, end of year
- $32,308,315
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,308,315
- Fair market value of assets
- $86,147,056
- Qualifying distributions
- $2,213,585
- Net investment income
- $2,291,389
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLY STOCKARD SMITH 201 Chilean Ave, Palm Beach, FL 33480 | PRESIDENT | 20 | $210,000 |
| DANIELLE HICKOX MOORE 201 Chilean Ave, Palm Beach, FL 33480 | V. PRES/SECRETARY | 20 | $195,000 |
| SUSAN STOCKARD CHANNING 201 Chilean Ave, Palm Beach, FL 33480 | DIRECTOR | 20 | $180,000 |
| CAROL MCCRACKEN 201 Chilean Ave, Palm Beach, FL 33480 | OFFICER | 20 | $10,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLY STOCKARD SMITH 201 Chilean Ave, Palm Beach, FL 33480 | PRESIDENT | 20 | $210,000 |
| DANIELLE HICKOX MOORE 201 Chilean Ave, Palm Beach, FL 33480 | V. PRES/SECRETARY | 20 | $195,000 |
| SUSAN STOCKARD CHANNING 201 Chilean Ave, Palm Beach, FL 33480 | DIRECTOR | 20 | $180,000 |
| CAROL MCCRACKEN 201 Chilean Ave, Palm Beach, FL 33480 | OFFICER | 20 | $10,000 |
Address and contacts
- Address (IRS master file)
- 201 CHILEAN AVE, PALM BEACH, FL 33480-4629
- In care of
- % LESLY SMITH
- Signed the 990-PF
- Lesly Smith, PRESIDENT
- Phone
- (561) 835-0103
- Return prepared by
- CROWE LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-2707197
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $32,308,315
- Income (IRS master file)
- $7,900,776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,292,097 | $2,823,813 | $32,308,315 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,987,752 | $4,033,686 | $32,840,031 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2707197).
Questions about THE FORTIN FOUNDATION OF FLORIDA INC
- What is the EIN of THE FORTIN FOUNDATION OF FLORIDA INC?
- The employer identification number (EIN) of THE FORTIN FOUNDATION OF FLORIDA INC is 59-2707197.
- Is THE FORTIN FOUNDATION OF FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE FORTIN FOUNDATION OF FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE FORTIN FOUNDATION OF FLORIDA INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE FORTIN FOUNDATION OF FLORIDA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FORTIN FOUNDATION OF FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE FORTIN FOUNDATION OF FLORIDA INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $210,000 (LESLY STOCKARD SMITH, PRESIDENT).
- How much revenue does THE FORTIN FOUNDATION OF FLORIDA INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,292,097, expenses of $2,823,813 and total assets of $32,308,315 at year end.
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