Neil And Sandra Defeo Family Foundation

Neil P Defeo Ttee

Sarasota, FL
Tax-exempt since July 2010
EIN: 26-6141110

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$139k (2023)

Expenses

$268k (2023)

Total Assets

$4.12M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$138,643

Expenses

$268,137

Net Income

-$129,494

Net Assets

$4,116,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$235	0.2%
Dividends	$160,563	> 100%
Sales of Assets	-$22,155
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,300	82.5%
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	$4,116,413
Total Liabilities	$0
Net Assets	$4,116,413

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on Nov. 7, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$102,975

Expenses

$217,776

Net Income

-$320,751

Net Assets

$4,255,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83
Dividends	$145,628
Sales of Assets	-$248,686
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,500	76.9%
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	$4,255,332
Total Liabilities	$0
Net Assets	$4,255,332

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$883,935

Expenses

$225,603

Net Income

$658,332

Net Assets

$4,572,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$127,807	14.5%
Sales of Assets	$756,118	85.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,500	79.1%
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	$4,572,887
Total Liabilities	$0
Net Assets	$4,572,887

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on April 12, 2023

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

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Revenue

-$191,207

Expenses

$261,053

Net Income

-$452,260

Net Assets

$3,923,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$228
Dividends	$75,610
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,000	81.6%
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	$3,923,606
Total Liabilities	$1
Net Assets	$3,923,605

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on Nov. 2, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$312,424

Expenses

$308,390

Net Income

$4,034

Net Assets

$4,365,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,105	0.7%
Dividends	$130,303	41.7%
Sales of Assets	$180,016	57.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,750	84.6%
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	$4,365,233
Total Liabilities	$1
Net Assets	$4,365,232

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2020

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.
2018

Revenue

$323,939

Expenses

$258,409

Net Income

$65,530

Net Assets

$4,356,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$868	0.3%
Dividends	$144,819	44.7%
Sales of Assets	$178,252	55.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,250	79.8%
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	$4,356,082
Total Liabilities	$0
Net Assets	$4,356,082

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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.
2017

Revenue

$319,088

Expenses

$278,332

Net Income

$40,756

Net Assets

$4,294,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$416	0.1%
Dividends	$115,100	36.1%
Sales of Assets	$203,572	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$231,750	83.3%
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	$4,294,908
Total Liabilities	$0
Net Assets	$4,294,908

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on May 14, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$627,895

Expenses

$321,542

Net Income

$306,353

Net Assets

$4,249,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	79.6%
Interest Revenue	$668	0.1%
Dividends	$126,255	20.1%
Sales of Assets	$962	0.2%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,200	85.9%
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	$4,249,529
Total Liabilities	$0
Net Assets	$4,249,529

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo Swan (Director)	$0	$0

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990-PF

Filed on May 15, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$351,324

Expenses

$202,168

Net Income

$149,156

Net Assets

$3,943,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41	0.0%
Dividends	$151,214	43.0%
Sales of Assets	$200,069	56.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,700	76.0%
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	$3,943,176
Total Liabilities	$0
Net Assets	$3,943,176

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo Duchene (Director)	$0	$0
Julia Defeo (Director)	$0	$0

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990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$251,699

Expenses

$240,200

Net Income

$11,499

Net Assets

$3,794,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,014	0.8%
Interest Revenue	$29	0.0%
Dividends	$117,970	46.9%
Sales of Assets	$131,686	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,800	81.5%
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	$3,794,020
Total Liabilities	$0
Net Assets	$3,794,020

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo (Director)	$0	$0
Julia Defeo (Director)	$0	$0

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990-PF

Filed on May 15, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$259,766

Expenses

$220,575

Net Income

$39,191

Net Assets

$3,782,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$298	0.1%
Interest Revenue	$9	0.0%
Dividends	$120,657	46.4%
Sales of Assets	$138,802	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,000	73.4%
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	$3,782,521
Total Liabilities	$0
Net Assets	$3,782,521

Compensation

Key Employees and Officers	Compensation	Other
Neil Defeo (Director)	$0	$0
Sandra Defeo (Director)	$0	$0
Elizabeth Defeo (Director)	$0	$0
Lauren Defeo (Director)	$0	$0
Julia Defeo (Director)	$0	$0

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990-PF

Filed on May 8, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$466,610

Expenses

$177,866

Net Income

$288,744

Net Assets

$3,743,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30	0.0%
Interest Revenue	$23	0.0%
Dividends	$123,076	26.4%
Sales of Assets	$343,481	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,550	81.3%
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	$3,743,330
Total Liabilities	$1
Net Assets	$3,743,329

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$341,094

Expenses

$187,796

Net Income

$153,298

Net Assets

$3,454,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,026	5.9%
Dividends	$36,121	10.6%
Sales of Assets	$284,947	83.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,500	75.9%
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	$3,454,586
Total Liabilities	$1
Net Assets	$3,454,585

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Neil And Sandra Defeo Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $139k (2023)

Expenses $268k (2023)

Total Assets $4.12M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$139k (2023)

Expenses

$268k (2023)

Total Assets

$4.12M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
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 Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008