Fortegra Foundation
- Assets
- $38.3k
- Revenue
- $73.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Jacksonville, FL
- Founding
- 10/2012
- Data as of
- 12/2021
- EIN
- 45-5460288
Organization Overview
Fortegra Foundation is located in Jacksonville, FL. The organization was established in 2012. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fortegra Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Fortegra Foundation generated $73.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (9.7%) each year. All expenses for the organization totaled $117.8k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Fortegra Foundation has awarded 37 individual grants totaling $311,781. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Kahlbaugh Chairman | 2 | $0 | |
Michelle Bateh Secretary | 2 | $0 | |
Mark Rattner Director | 0 | $0 | |
Michael Grasher Treasurer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $73,342 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $73,342 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $0 |
| Contributions, gifts, grants paid | $117,813 |
| Total expenses and disbursements | $117,813 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $38,308 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $38,308 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Fortegra Foundation has awarded $117,813 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
Scottsdale, AZ PURPOSE: CLEAN WATER INITIATIVE AFRICA | $40,000 |
JACKSONVILLE HIGH SCHOOL PURPOSE: JACKSONVILLE HS 9:12 HIGH | $25,000 |
Jacksonville, FL PURPOSE: SPECIAL NEEDS EDUCATION | $10,500 |
PATRICK HEINOLD FOUNDATION PURPOSE: SUICIDE AWARENESS | $7,500 |
FLORIDA NATIONAL GUARD PURPOSE: VETERAN'S PROGRAMS | $6,797 |
JACKSONVILLE FIRE RESCUE PURPOSE: JUVENILE DIABETES | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Southern Company Charitable Foundation Inc Atlanta, GA | $133,098,319 | $27,836,912 |
Harry T Mangurian Jr Foundation Inc Fort Lauderdale, FL | $88,622,200 | $12,675,522 |
Alabama Power Foundation Inc Birmingham, AL | $164,336,755 | $18,795,477 |
Masters Tournament Foundation Inc Augusta, GA | $56,432,291 | $20,283,494 |
Caring Foundation Birmingham, AL | $70,981,159 | $5,434,235 |
Malone Family Foundation Hobe Sound, FL | $111,664,161 | $13,667,566 |
The Fairholme Foundation Coral Gables, FL | $289,766,586 | $285,369 |
Nicklaus Childrens Health Care Foundation Inc North Palm Beach, FL | $45,302,726 | $13,320,876 |
Albert L Ueltschi Foundation Vero Beach, FL | $287,931,919 | $1,247,906 |
Speedwell Foundation Atlanta, GA | $165,926,993 | $26,115,784 |
Holtz Charitable Foundation Inc Orlando, FL | $5,015,513 | $2,659,459 |
Wiregrass Foundation Dothan, AL | $101,684,443 | $2,886,891 |