Private Foundation

TR UW SJ FORTIN CHAR FDN

TR UW SJ FORTIN CHAR FDN, of DALLAS, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $313K in revenue, $271K in expenses, $2.7M in total assets. IRS filings disclose 18 grants awarded by this foundation, totaling roughly $1.1M.

EIN: 223047384 DALLAS, TX Latest filing: 2025

Total Revenue$313K

Total Expenses$271K

Total Assets$2.7M

Grants Given18

Grant Total$1.1M

Filing Years2021–2025

Sample Grants Given

PRESIDENT AND FELLOWS OF HARVARD

BOSTON, MA · 2025

UNRESTRICTED GENERAL

$104,200

MASSACHUSETTS GENERAL

BOSTON, MA · 2025

UNRESTRICTED GENERAL

$102,000

PRESIDENT AND FELLOWS OF HARVARD

BOSTON, MA · 2024

UNRESTRICTED GENERAL

$102,000

DANA-FARBER

BOSTON, MA · 2023

UNRESTRICTED GENERAL

$62,780

PRESIDENT AND FELLOWS OF HARVARD

BOSTON, MA · 2023

UNRESTRICTED GENERAL

$31,390

Showing up to 5 of 18 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$1,068,684 18 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$313K	$271K	$2.7M
2024	$272K	$165K	$2.7M
2023	$99K	$153K	$2.6M
2022	$-73K	$226K	$2.7M
2021	$606K	$181K	$3.0M

Between 2021 and 2025, reported annual revenue declined from $606K to $313K (-48%), with total assets most recently reported at $2.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA.

Full geographic grant map with state-by-state breakdown available with membership.

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