THE FORTIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FORTIN FOUNDATION INC (EIN 20-0474577)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-23
- IRS object ID
- 202501439349100900
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-23T08:02:35-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200474577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fortin Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FORT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANINE SADOSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,014,514 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $250,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $452,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,072,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $452,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $709,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $709,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $165 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $86,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,097 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,193 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $623,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $437,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $716,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $716,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,175,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,128,077 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,297,712 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,612,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,844,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,014,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,612,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,844,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,612,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,844,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,612,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,844,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,612,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,229 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,844,879 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,844,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,072,982 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,620,674 | CostOrOtherBasisAmt |
| Gain Or Loss | $452,308 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $452,308 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $452,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,662 | SubtotalAmt |
| Tax Based On Investment Income | $8,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,062 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,662 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kreitler Financial LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 Church St Ste 501 | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $63,410 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,518,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $430,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,948,678 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,948,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,799,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,662 | TotalTaxAmt |
| Distributable Before Adj | $481,310 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $481,310 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $481,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $382,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $481,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $382,458 | UndistributedIncomePYAmt |
| Qualifying Distributions | $382,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $382,458 | AppliedToYear1Amt |
| Applied To Current Year | $302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $481,008 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Beth Fortin | ContributingManagerNm |
| Contributing Manager | Wayne J Fortin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4OCEAN CHARITABLE FOUNDATION INC | ||||||||
| 3600 FAU BLVD | BOCA RATON | FL | 33431 | N/A | PC | General & Unrestricted | $20,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 25 CIR ST STE 102 | ROCHESTER | NY | 14607 | N/A | PC | General & Unrestricted | $10,000 | |
| ANGEL CHARITABLE CORPORATION | ||||||||
| 203 S WATER ST SUITE 310 | HENDERSON | NV | 89015 | N/A | PC | General & Unrestricted | $7,000 | |
| BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY | ||||||||
| 1 POSITIVE PL | SHELTON | CT | 06484 | N/A | PC | General & Unrestricted | $20,000 | |
| BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY | ||||||||
| 1 POSITIVE PL | SHELTON | CT | 06484 | N/A | PC | The Fortin Scholarship Fund | $10,000 | |
| CARDINAL SHEHAN CENTER | ||||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $49,000 | |
| CARDINAL SHEHAN CENTER | ||||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | Lisa D'Addario Sheehan Golf Classic Fundraiser | $4,000 | |
| CHILDRENS OPEN CHARITABLE TRUST INC | ||||||||
| 489 PURDY HILL RD | MONROE | CT | 06468 | N/A | PC | General & Unrestricted | $25,000 | |
| CONNECTICUT FOODSHARE INC | ||||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $20,000 | |
| CONNECTICUT RIVER WATERSHED COUNCIL INC | ||||||||
| 15 BANK ROW ST | GREENFIELD | MA | 01301 | N/A | PC | General & Unrestricted | $4,000 | |
| DIMATTEO FAMILY CHARITABLE FOUNDATION INC | ||||||||
| 1000 BRIDGEPORT AVE STE 507 | SHELTON | CT | 06484 | N/A | PC | General & Unrestricted | $12,000 | |
| ECHO HOSE HOOK AND LADDER AMBULANCE CORPS INC | ||||||||
| PO BOX 213 | SHELTON | CT | 06484 | N/A | PC | General & Unrestricted | $20,000 | |
| FARM AID INC | ||||||||
| 501 CAMBRIDGE ST STE 3 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $10,000 | |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | ||||||||
| 749 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $3,000 | |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | ||||||||
| 749 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | The Rainbow dam updates/repairs fund | $2,500 | |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 111 WASHINGTON AVE STE 501 | ALBANY | NY | 12210 | N/A | PC | General & Unrestricted | $2,000 | |
| FRIENDS OF THE SHELTON ANIMAL SHELTER INC | ||||||||
| PO BOX 2036 | SHELTON | CT | 06484 | N/A | PC | General & Unrestricted | $2,000 | |
| GARY SINISE FOUNDATION | ||||||||
| 2555 MERIDIAN BLVD STE 300 | FRANKLIN | TN | 37067 | N/A | PC | General & Unrestricted | $5,000 | |
| GLASTONBURY AMATEUR BASEBALL INC | ||||||||
| 19 CRANESBILL | GLASTONBURY | CT | 06033 | N/A | PC | General & Unrestricted | $3,000 | |
| GLASTONBURY ARTS INC | ||||||||
| 1396 HEBRON AVE | GLASTONBURY | CT | 06033 | N/A | PC | General & Unrestricted | $500 | |
| GLASTONBURY VOLUNTEER AMBULANCE ASSOCIATION INC | ||||||||
| 2112 MAIN ST | GLASTONBURY | CT | 06033 | N/A | PC | General & Unrestricted | $8,000 | |
| HOLE IN THE WALL GANG FUND INC | ||||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $4,000 | |
| MERCY CHEFS INC | ||||||||
| 711 WASHINGTON ST | PORTSMOUTH | VA | 23704 | N/A | PC | General & Unrestricted | $5,000 | |
| SHELTON VOLUNTEER FIRE COMPANY NUMBER 4 PINE ROCK | ||||||||
| 722 LONG HILL AVE | SHELTON | CT | 06484 | N/A | PC | General & Unrestricted | $5,000 | |
| ST JOSEPH HIGH SCHOOL | ||||||||
| 2320 HUNTINGTON TPKE | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $5,000 | |
| J Bouchard | ||||||||
| ST JOSEPH HIGH SCHOOL | TRUMBULL | CT | 06611 | NONE | I | Scholarship Grant | $19,100 | 2320 HUNTINGTON TPKE |
| J Dumas | ||||||||
| ST JOSEPH HIGH SCHOOL | TRUMBULL | CT | 06611 | NONE | I | Scholarship Grant | $5,000 | 2320 HUNTINGTON TPKE |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $20,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $50,000 | |
| TOWN OF GLASTONBURY CONNECTICUT | ||||||||
| 2155 MAIN ST PO BOX 6523 | GLASTONBURY | CT | 06033 | N/A | GOV | The Glastonbury Fire Department | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $452,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $709,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $709,279 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDAMENTAL INVESTORS | $512,470 | $575,104 |
| AMERICAN FUNDS SMALLCAP WORLD | $139,957 | $130,514 |
| BLACKROCK STRAT INC OPP PORTFO | $214,919 | $220,751 |
| CAPITAL WORLD GROWTH AND INCOM | $269,247 | $302,690 |
| CHAMPLAIN SMALL COMPANY FUND I | $209,148 | $207,462 |
| DFA EMERGING MARKETS CORE EQ P | $237,714 | $224,644 |
| DFA INTERNATIONAL CORE EQUITY | $368,263 | $379,779 |
| DFA INTERNATIONAL SMALL CAP VA | $62,267 | $63,186 |
| DFA INVT DIMENSIONS GROUP INC | $537,675 | $708,804 |
| DFA U.S. MICRO CAP PORTFOLIO | $105,684 | $116,323 |
| DFA U.S. SMALL CAP VALUE PORTF | $165,508 | $188,102 |
| DODGE & COX STOCK | $686,405 | $700,993 |
| EATON VANCE GLOBAL MACRO FD CL | $228,690 | $223,780 |
| FIRST EAGLE GLOBAL FUND CLASS | $521,408 | $549,409 |
| GQG PARTNERS EMERGING MARKETS | $212,433 | $200,875 |
| MFS EMERGING MARKETS DEBT FUND | $4,254 | $4,402 |
| NEW PERSPECTIVE FUND, CLASS F | $264,210 | $293,111 |
| NEW WORLD FUND, INC (F2) | $232,565 | $219,418 |
| PIMCO GNMA AND GOVT SECURITIES | $518,675 | $437,352 |
| PIMCO INCOME FUND P CLASS | $215,949 | $217,565 |
| PIMCO MORTGAGE OPPORTUNITIES F | $189,032 | $179,828 |
| PRUDENTIAL TOTAL RETURN BD FD | $530,553 | $514,340 |
| THE BOND FD OF AMERICA, CLASS | $882,846 | $798,811 |
| VANGUARD EQUITY INCOME - ADMIR | $507,279 | $487,065 |
| VANGUARD EXPLORER FD ADMIRAL S | $201,879 | $197,730 |
| VANGUARD GROWTH ETF | $620,264 | $663,681 |
| VANGUARD HORIZON FUND, VANGUAR | $342,640 | $369,790 |
| VANGUARD INTERNATIONAL EXPLORE | $146,143 | $122,203 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $165 | LegalFeesAmt |
| Disbursements Charitable Prps | $165 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,445 | $17,445 |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $86,097 | Amt |
| Net Investment Income | $86,097 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $5,600 |
| 990-PF Excise Tax for 2023 | $2,593 |
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