2025-05-23T08:02:35-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 200474577 The Fortin Foundation Inc % Foundation Source FORT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JANINE SADOSKI PRESIDENT 8008391754 2025-05-15 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 10014514 X 0 X 6605 6605 250366 250366 452308 2072982 452308 709279 709279 0 165 0 0 165 86097 86097 8193 17495 17495 111950 86097 0 17660 365100 365100 477050 86097 0 382760 232229 623182 0 437259 716802 716802 9175391 9128077 9297712 9612650 9844879 10014514 0 0 X 9612650 9844879 9612650 9844879 9612650 9844879 9612650 232229 9844879 9844879 Publicly-traded Securities 2072982 1620674 452308 452308 452308 8662 8662 8662 5600 0 3062 8662 X 0 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 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 Kreitler Financial LLC 265 Church St Ste 501 New Haven CT 06510 Investment Mgmt 63410 9518577 430101 0 9948678 0 9948678 149230 9799448 489972 489972 8662 8662 481310 481310 481310 382760 0 0 0 0 382760 481310 382458 382760 382458 302 0 0 481008 0 0 Beth Fortin Wayne J Fortin X 4OCEAN CHARITABLE FOUNDATION INC 3600 FAU BLVD BOCA RATON FL 33431 N/A PC General & Unrestricted 20000 AMERICAN HEART ASSOCIATION 25 CIR ST STE 102 ROCHESTER NY 14607 N/A PC General & Unrestricted 10000 ANGEL CHARITABLE CORPORATION 203 S WATER ST SUITE 310 HENDERSON NV 89015 N/A PC General & Unrestricted 7000 BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY 1 POSITIVE PL SHELTON CT 06484 N/A PC General & Unrestricted 20000 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 49000 CARDINAL SHEHAN CENTER 1494 MAIN ST BRIDGEPORT CT 06604 N/A PC Lisa D'Addario Sheehan Golf Classic Fundraiser 4000 CHILDRENS OPEN CHARITABLE TRUST INC 489 PURDY HILL RD MONROE CT 06468 N/A PC General & Unrestricted 25000 CONNECTICUT FOODSHARE INC 2 RESEARCH PKWY WALLINGFORD CT 06492 N/A PC General & Unrestricted 20000 CONNECTICUT RIVER WATERSHED COUNCIL INC 15 BANK ROW ST GREENFIELD MA 01301 N/A PC General & Unrestricted 4000 DIMATTEO FAMILY CHARITABLE FOUNDATION INC 1000 BRIDGEPORT AVE STE 507 SHELTON CT 06484 N/A PC General & Unrestricted 12000 ECHO HOSE HOOK AND LADDER AMBULANCE CORPS INC PO BOX 213 SHELTON CT 06484 N/A PC General & Unrestricted 20000 FARM AID INC 501 CAMBRIDGE ST STE 3 CAMBRIDGE MA 02141 N/A PC General & Unrestricted 10000 FARMINGTON RIVER WATERSHED ASSOCIATION INC 749 HOPMEADOW ST SIMSBURY CT 06070 N/A PC General & Unrestricted 3000 FARMINGTON RIVER WATERSHED ASSOCIATION INC 749 HOPMEADOW ST SIMSBURY CT 06070 N/A PC The Rainbow dam updates/repairs fund 2500 FOLDS OF HONOR FOUNDATION 111 WASHINGTON AVE STE 501 ALBANY NY 12210 N/A PC General & Unrestricted 2000 FRIENDS OF THE SHELTON ANIMAL SHELTER INC PO BOX 2036 SHELTON CT 06484 N/A PC General & Unrestricted 2000 GARY SINISE FOUNDATION 2555 MERIDIAN BLVD STE 300 FRANKLIN TN 37067 N/A PC General & Unrestricted 5000 GLASTONBURY AMATEUR BASEBALL INC 19 CRANESBILL GLASTONBURY CT 06033 N/A PC General & Unrestricted 3000 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 8000 HOLE IN THE WALL GANG FUND INC 555 LONG WHARF DR NEW HAVEN CT 06511 N/A PC General & Unrestricted 4000 MERCY CHEFS INC 711 WASHINGTON ST PORTSMOUTH VA 23704 N/A PC General & Unrestricted 5000 SHELTON VOLUNTEER FIRE COMPANY NUMBER 4 PINE ROCK 722 LONG HILL AVE SHELTON CT 06484 N/A PC General & Unrestricted 5000 ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 N/A PC General & Unrestricted 5000 J Bouchard ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 NONE I Scholarship Grant 19100 J Dumas ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TPKE TRUMBULL CT 06611 NONE I Scholarship Grant 5000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 20000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 50000 TOWN OF GLASTONBURY CONNECTICUT 2155 MAIN ST PO BOX 6523 GLASTONBURY CT 06033 N/A GOV The Glastonbury Fire Department 15000 365100 14 6605 14 250366 18 452308 709279 709279 false false false false false false false false false false AMERICAN FUNDAMENTAL INVESTORS 512470 575104 AMERICAN FUNDS SMALLCAP WORLD 139957 130514 BLACKROCK STRAT INC OPP PORTFO 214919 220751 CAPITAL WORLD GROWTH AND INCOM 269247 302690 CHAMPLAIN SMALL COMPANY FUND I 209148 207462 DFA EMERGING MARKETS CORE EQ P 237714 224644 DFA INTERNATIONAL CORE EQUITY 368263 379779 DFA INTERNATIONAL SMALL CAP VA 62267 63186 DFA INVT DIMENSIONS GROUP INC 537675 708804 DFA U.S. MICRO CAP PORTFOLIO 105684 116323 DFA U.S. SMALL CAP VALUE PORTF 165508 188102 DODGE & COX STOCK 686405 700993 EATON VANCE GLOBAL MACRO FD CL 228690 223780 FIRST EAGLE GLOBAL FUND CLASS 521408 549409 GQG PARTNERS EMERGING MARKETS 212433 200875 MFS EMERGING MARKETS DEBT FUND 4254 4402 NEW PERSPECTIVE FUND, CLASS F 264210 293111 NEW WORLD FUND, INC (F2) 232565 219418 PIMCO GNMA AND GOVT SECURITIES 518675 437352 PIMCO INCOME FUND P CLASS 215949 217565 PIMCO MORTGAGE OPPORTUNITIES F 189032 179828 PRUDENTIAL TOTAL RETURN BD FD 530553 514340 THE BOND FD OF AMERICA, CLASS 882846 798811 VANGUARD EQUITY INCOME - ADMIR 507279 487065 VANGUARD EXPLORER FD ADMIRAL S 201879 197730 VANGUARD GROWTH ETF 620264 663681 VANGUARD HORIZON FUND, VANGUAR 342640 369790 VANGUARD INTERNATIONAL EXPLORE 146143 122203 General Consultations 165 165 Administrative Fees 17445 17445 State or Local Filing Fees 50 50 Investment Management Services 86097 86097 990-PF Estimated Tax for 2024 5600 990-PF Excise Tax for 2023 2593