Davatzes Family Foundation Inc

Wilton, CT
Tax-exempt since Feb. 2004
EIN: 20-0446948

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$183k (2024)

Expenses

$277k (2024)

Total Assets

$3.94M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$182,762

Expenses

$277,373

Net Income

-$94,611

Net Assets

$3,937,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,756	5.3%
Dividends	$119,470	65.4%
Sales of Assets	$53,536	29.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,380	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,937,871
Total Liabilities	$0
Net Assets	$3,937,871

Compensation

Key Employees and Officers	Compensation	Other
George Nicholas Davatzes (Vice President & Treasurer)	$0	$0
Nicholas Christopher Davatzes (Vice President & Secretary)	$0	$0
Carol Ferrandino (President)	$0	$0

990-PF

Filed on June 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$265,973

Expenses

$269,852

Net Income

-$3,879

Net Assets

$4,032,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,246	1.2%
Dividends	$120,824	45.4%
Sales of Assets	$141,903	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,375	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,032,482
Total Liabilities	$0
Net Assets	$4,032,482

Compensation

Key Employees and Officers	Compensation	Other
George Nicholas Davatzes (Vice President & Treasurer)	$0	$0
Nicholas Christopher Davatzes (Vice President & Secretary)	$0	$0
Carol Ferrandino (President)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,239,934

Expenses

$273,503

Net Income

$1,966,431

Net Assets

$4,036,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000,000	89.3%
Interest Revenue	$0
Dividends	$73,199	3.3%
Sales of Assets	$166,735	7.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,200	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,036,361
Total Liabilities	$0
Net Assets	$4,036,361

Compensation

Key Employees and Officers	Compensation	Other
George Nicholas Davatzes (Vice President & Treasurer)	$0	$0
Nicholas Christopher Davatzes (Vice President & Secretary)	$0	$0
Carol Ferrandino (President)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$489,287

Expenses

$217,396

Net Income

$271,891

Net Assets

$2,069,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,380	9.1%
Sales of Assets	$444,907	90.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,455	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,069,930
Total Liabilities	$0
Net Assets	$2,069,930

Compensation

Key Employees and Officers	Compensation	Other
George Nicholas Davatzes (Vice President & Treasurer)	$0	$0
Nicholas Christopher Davatzes (Vice President & Secretary)	$0	$0
Carol Ferrandino (President)	$0	$0

990-PF

Filed on May 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$58,090

Expenses

$169,425

Net Income

-$111,335

Net Assets

$1,798,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,108	70.8%
Sales of Assets	$16,982	29.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,008	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,798,039
Total Liabilities	$1
Net Assets	$1,798,038

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President & Treasurer)	$0	$0
Nicholas Christopher Davatzes (Vice President & Secretary)	$0	$0
Carol Ferrandino (Vice President)	$0	$0

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990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$214,317

Expenses

$130,709

Net Income

$83,608

Net Assets

$1,909,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$82,315	38.4%
Interest Revenue	$0
Dividends	$56,585	26.4%
Sales of Assets	$75,417	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,316	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,909,374
Total Liabilities	$1
Net Assets	$1,909,373

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on June 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$202,952

Expenses

$122,437

Net Income

$80,515

Net Assets

$1,825,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$132,784	65.4%
Interest Revenue	$0
Dividends	$49,133	24.2%
Sales of Assets	$21,035	10.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,740	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,825,766
Total Liabilities	$0
Net Assets	$1,825,766

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$159,662

Expenses

$110,837

Net Income

$48,825

Net Assets

$1,745,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$93,268	58.4%
Interest Revenue	$0
Dividends	$47,578	29.8%
Sales of Assets	$18,816	11.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,008	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,745,251
Total Liabilities	$0
Net Assets	$1,745,251

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$154,791

Expenses

$103,437

Net Income

$51,354

Net Assets

$1,696,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,086	38.8%
Interest Revenue	$0
Dividends	$38,767	25.0%
Sales of Assets	$55,938	36.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,710	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,696,426
Total Liabilities	$0
Net Assets	$1,696,426

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$113,053

Expenses

$111,070

Net Income

$1,983

Net Assets

$1,645,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,073	56.7%
Interest Revenue	$0
Dividends	$40,687	36.0%
Sales of Assets	$7,937	7.0%
Other Income	$356	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,002	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,645,072
Total Liabilities	$0
Net Assets	$1,645,072

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$219,348

Expenses

$96,963

Net Income

$122,385

Net Assets

$1,643,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61,606	28.1%
Interest Revenue	$0
Dividends	$45,476	20.7%
Sales of Assets	$111,905	51.0%
Other Income	$361	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,510	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,643,089
Total Liabilities	$0
Net Assets	$1,643,089

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$71,520

Expenses

$92,029

Net Income

-$20,509

Net Assets

$1,520,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,094	28.1%
Interest Revenue	$0
Dividends	$35,710	49.9%
Sales of Assets	$15,716	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,692	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,520,704
Total Liabilities	$0
Net Assets	$1,520,704

Compensation

Key Employees and Officers	Compensation	Other
Nickolas Davatzes (President)	$0	$0
George Nicholas Davatzes (Vice President)	$0	$0
Nicholas Christopher Davatzes (Vice President)	$0	$0
Dorothea Davatzes (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$62,035

Expenses

$86,956

Net Income

-$24,921

Net Assets

$1,541,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	40.3%
Interest Revenue	$0
Dividends	$45,530	73.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,724	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,541,213
Total Liabilities	$1
Net Assets	$1,541,212

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$69,587

Expenses

$86,019

Net Income

-$16,432

Net Assets

$1,566,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	14.4%
Interest Revenue	$0
Dividends	$55,491	79.7%
Sales of Assets	$4,096	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,695	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,566,827
Total Liabilities	$693
Net Assets	$1,566,134

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Davatzes Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $183k (2024)

Expenses $277k (2024)

Total Assets $3.94M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$183k (2024)

Expenses

$277k (2024)

Total Assets

$3.94M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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