2024-04-18T09:13:11-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 200474577 The Fortin Foundation Inc % Foundation Source FORT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JANINE SADOSKI PRESIDENT 8008391754 2024-04-10 true JANINE SADOSKI 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 9461293 X 2253967 13495 13495 208065 208065 133754 1396001 136046 2609281 357606 0 70314 70314 25603 13228 13228 109145 70314 13228 276900 276900 386045 70314 290128 2223236 287292 297284 437259 437259 7087130 9175391 9024034 7384414 9612650 9461293 0 0 X 7384414 9612650 7384414 9612650 7384414 9612650 7384414 2223236 5000 9612650 9612650 Publicly-traded Securities 1396001 1259955 136046 136046 136046 3993 3993 3993 1400 0 1400 X 0 2593 false false false false false false false true true CT true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Beth Fortin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 0 0 0 Dilcia Fortin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Board Member 1.0 0 0 0 Michael Fortin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Virginia C Fortin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman of the Board 1.0 0 0 0 Wayne J Fortin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, VP, Dir 1.0 0 0 0 Janine Sadoski Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 15.0 0 0 0 Mitchell J Sadoski Foundation Source 501 Silverside Rd Wilmington DE 198091377 Board Member 1.0 0 0 0 7522738 411855 0 7934593 0 7934593 119019 7815574 390779 390779 3993 3993 386786 5000 391786 391786 290128 0 0 0 0 290128 391786 280800 2021 2020 2019 290128 280800 9328 0 0 382458 0 0 Beth Fortin Virginia C Fortin Wayne J Fortin X AMERICAN HEART ASSOCIATION 25 CIR ST STE 102 ROCHESTER NY 14607 N/A PC General & Unrestricted 5000 ANGEL CHARITABLE CORPORATION 203 S WATER ST SUITE 310 HENDERSON NV 89015 N/A PC General & Unrestricted 15000 BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY 1 POSITIVE PL SHELTON CT 06484 N/A PC the Fortin Scholarship fund 10000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC General & Unrestricted 4500 CHILDRENS OPEN CHARITABLE TRUST INC 489 PURDY HILL RD MONROE CT 06468 N/A PC General & Unrestricted 25000 CONNECTICUT RIVER WATERSHED COUNCIL INC 15 BANK ROW ST GREENFIELD MA 01301 N/A PC General & Unrestricted 3000 FARMINGTON RIVER WATERSHED ASSOCIATION INC 749 HOPMEADOW ST SIMSBURY CT 06070 N/A PC General & Unrestricted 2000 GLASTONBURY AMATEUR BASEBALL INC 69 LINCOLN DR GLASTONBURY CT GLASTONBURY CT 06033 N/A PC Hero's Field and GAB fund 19000 GLASTONBURY AMATEUR BASEBALL INC 69 LINCOLN DR GLASTONBURY CT GLASTONBURY CT 06033 N/A PC General & Unrestricted 1000 SHELTON VOLUNTEER FIRE COMPANY NUMBER 4 PINE ROCK 722 LONG HILL AVE SHELTON CT 06484 N/A PC General & Unrestricted 5000 J rios ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 none I scholarship grant 4500 ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 N/A PC St. Joseph's Athletics 5000 ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 N/A PC School tuition Scholarship Fund 20000 ST STEPHENS ROMAN CATHOLIC CHURCH 6948 MAIN ST TRUMBULL CT 06611 N/A PC for the renovations and furniture for the convent at 6948 Main Street, Trumbull, CT 22500 ST STEPHENS ROMAN CATHOLIC CHURCH 6948 MAIN ST TRUMBULL CT 06611 N/A PC for the renovations of the convent located at 6948 Main Street, Trumbull, CT 50000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 50000 THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION 2700 HORIZON DR STE 120 KING OF PRUSSIA PA 19406 N/A PC General & Unrestricted 2500 YALE NEW HAVEN HOSPITAL 20 YORK ST NEW HAVEN CT 06510 N/A PC "closer to free" event to benefit smilow cancer hospital 1000 J Faila ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE trumbull CT 06611 none I scholarship grant 4000 W Zaccanino ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE Trumbull CT 06611 none I scholarship grant 4700 L Zaccanino ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 none I scholarship grant 4700 j Bouchard ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 none I scholarship grant 18500 276900 14 13495 14 208065 18 133754 355314 355314 false false false false false false false false false false X X 1 Fortin Virginia C 399 Woodridge Shelton CT 06484 2253967 X X 1 PIMCO INCOME FUND P CLASS PONPX, 30440.585 sh. 317800 2023-06-15 1 BLACKROCK STRAT INC OPP PORTFOLIO INSTL BSIIX, 25967.742 sh. 239163 2023-06-15 1 MFS EMERGING MARKETS DEBT FUND CLASS I MEDIX, 24990.272 sh. 287888 2023-06-15 AMERICAN FUNDAMENTAL INVESTORS 624693 665756 AMERICAN FUNDS SMALLCAP WORLD 153994 140564 BLACKROCK STRAT INC OPP PORTFO 199919 204972 CAPITAL WORLD GROWTH AND INCOM 274550 294969 CHAMPLAIN SMALL COMPANY FUND I 209148 196665 DFA EMERGING MARKETS CORE EQ P 237714 216249 DFA INTERNATIONAL CORE EQUITY 390591 400697 DFA INTERNATIONAL SMALL CAP VA 71400 70078 DFA INVT DIMENSIONS GROUP INC 537675 596394 DFA U.S. MICRO CAP PORTFOLIO 105684 105449 DFA U.S. SMALL CAP VALUE PORTF 165508 174259 DODGE & COX STOCK 564278 579791 EATON VANCE GLOBAL MACRO FD CL 204690 195043 FIRST EAGLE GLOBAL FUND CLASS 548992 554315 INVESCO OPPENHEIMER DEVELOPING 245815 212773 MFS EMERGING MARKETS DEBT FUND 4254 4398 NEW PERSPECTIVE FUND, CLASS F 277603 286183 NEW WORLD FUND, INC (F2) 232565 213673 PIMCO GNMA AND GOVT SECURITIES 518675 450706 PIMCO INCOME FUND P CLASS 203949 207611 PIMCO MORTGAGE OPPORTUNITIES F 160032 154246 PRUDENTIAL TOTAL RETURN BD FD 329553 322342 THE BOND FD OF AMERICA, CLASS 681846 622029 THE GROWTH FUND OF AMERICA, IN 514532 505037 VANGUARD EQUITY INCOME - ADMIR 601375 564709 VANGUARD EXPLORER FD ADMIRAL S 220692 212307 VANGUARD HORIZON FUND, VANGUAR 403119 410701 VANGUARD INTERNATIONAL EXPLORE 153800 133378 VANGUARD SHORT-TERM BOND INDEX 338745 328740 Administrative Fees 13178 13178 State or Local Filing Fees 50 50 RETURNED GRANT 5000 Investment Management Services 70314 70314 990-PF Estimated Tax for 2023 1400 990-PF Excise Tax for 2022 24203