Fred & Jean Allegretti Foundation Inc

Fort Myers, FL
Tax-exempt since March 1998
EIN: 36-4110761

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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 N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.74M (2024)

Expenses

$1.17M (2024)

Total Assets

$15.8M (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 Oct.
2024

Revenue

$1,739,546

Expenses

$1,165,309

Net Income

$574,237

Net Assets

$15,841,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,547	0.1%
Dividends	$524,999	30.2%
Sales of Assets	$1,213,000	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$743,000	63.8%
Compensation of Officers*	$121,835	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,841,717
Total Liabilities	$0
Net Assets	$15,841,717

Compensation

Key Employees and Officers	Compensation	Other
Karen Allegretti (Secretary)	$75,000	$10,616
Kim Allegretti (Vice President)	$16,835	$0
Philip James Allegretti (Treasurer)	$15,000	$0
James Allegretti (President)	$10,000	$0
Thomas Bucaro (Director)	$5,000	$0

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990-PF

Filed on Feb. 21, 2025

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

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XML

Fiscal Year Ending Oct.
2023

Revenue

-$430,396

Expenses

$1,145,607

Net Income

-$1,576,003

Net Assets

$15,267,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$564
Dividends	$445,224
Sales of Assets	-$876,184
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$805,000	70.3%
Compensation of Officers*	$118,455	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,267,480
Total Liabilities	$0
Net Assets	$15,267,480

Compensation

Key Employees and Officers	Compensation	Other
Karen Allegretti (Secretary)	$72,692	$0
Kim Allegretti (Vice President)	$15,763	$0
Philip James Allegretti (Treasurer)	$15,000	$0
James Allegretti (President)	$10,000	$0
Thomas Bucaro (Director)	$5,000	$0

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990-PF

Filed on Jan. 16, 2024

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

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PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$941,691

Expenses

$1,403,903

Net Income

-$462,212

Net Assets

$16,843,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$137	0.0%
Dividends	$452,162	48.0%
Sales of Assets	$489,392	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,062,473	75.7%
Compensation of Officers*	$93,308	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,843,483
Total Liabilities	$0
Net Assets	$16,843,483

Compensation

Key Employees and Officers	Compensation	Other
Karen Allegretti (President)	$45,000	$0
Kim Allegretti (Secretary)	$16,000	$10,018
Philip James Allegretti (Director)	$15,000	$2,901
James Allegretti (Treasurer)	$12,308	$0
Thomas Bucaro (Director)	$5,000	$0

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990-PF

Filed on Feb. 1, 2023

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

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PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$1,227,522

Expenses

$1,308,410

Net Income

-$80,888

Net Assets

$17,305,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$363,743	29.6%
Sales of Assets	$863,751	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$969,473	74.1%
Compensation of Officers*	$112,923	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,305,695
Total Liabilities	$0
Net Assets	$17,305,695

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Secretary)	$47,539	$5,227
Karen Allegretti (President)	$45,000	$3,389
James Allegretti (Treasurer)	$7,692	$3,389
Philip James Allegretti (Director)	$7,692	$6,006
Thomas Bucaro (Director)	$5,000	$0

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990-PF

Filed on Jan. 25, 2022

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

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Fiscal Year Ending Oct.
2020

Revenue

-$126,171

Expenses

$1,293,703

Net Income

-$1,419,874

Net Assets

$17,386,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111
Dividends	$485,415
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$974,923	75.4%
Compensation of Officers*	$116,154	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,386,583
Total Liabilities	$1
Net Assets	$17,386,582

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Secretary)	$35,000	$13,164
Karen Allegretti (President)	$35,000	$600
James Allegretti (Treasurer)	$15,000	$0
Philip James Allegretti (Director)	$13,462	$108
Thomas Bucaro (Secretary)	$12,692	$0
Carol Allegretti (Director)	$5,000	$0

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990-PF

Filed on Feb. 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$206,967

Expenses

$1,292,125

Net Income

-$1,085,158

Net Assets

$18,806,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,418	1.7%
Dividends	$568,080	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,019,944	78.9%
Compensation of Officers*	$51,971	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,806,457
Total Liabilities	$1
Net Assets	$18,806,456

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Director)	$22,019	$0
Karen Allegretti (Director)	$21,394	$0
Carol Allegretti (President)	$4,279	$0
James Allegretti (Treasurer)	$4,279	$0
Thomas Bucaro (Secretary)	$0	$0

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990-PF

Filed on Jan. 21, 2020

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

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Fiscal Year Ending Oct.
2018

Revenue

$2,849,548

Expenses

$1,223,569

Net Income

$1,625,979

Net Assets

$19,891,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,755	0.1%
Dividends	$452,665	15.9%
Sales of Assets	$2,394,128	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,006,700	82.3%
Compensation of Officers*	$40,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,891,615
Total Liabilities	$0
Net Assets	$19,891,615

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Director)	$27,292	$0
Karen Allegretti (Director)	$12,708	$0
Thomas Bucaro (Secretary)	$0	$0
Carol Allegretti (President)	$0	$0
James Allegretti (Treasurer)	$0	$0

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990-PF

Filed on March 14, 2019

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

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PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$788,073

Expenses

$1,185,352

Net Income

-$397,279

Net Assets

$18,265,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$254	0.0%
Dividends	$447,564	56.8%
Sales of Assets	$340,255	43.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$985,200	83.1%
Compensation of Officers*	$35,000	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,265,636
Total Liabilities	$0
Net Assets	$18,265,636

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Director)	$25,000	$0
Karen Allegretti (Director)	$10,000	$0
Thomas Bucaro (Secretary)	$0	$0
Carol Allegretti (President)	$0	$0
James Allegretti (Treasurer)	$0	$0

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990-PF

Filed on Aug. 12, 2018

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

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Fiscal Year Ending Oct.
2016

Revenue

$648,734

Expenses

$1,257,624

Net Income

-$608,890

Net Assets

$18,662,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$249	0.0%
Dividends	$515,021	79.4%
Sales of Assets	$133,464	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,041,770	82.8%
Compensation of Officers*	$35,000	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,662,915
Total Liabilities	$0
Net Assets	$18,662,915

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Director)	$25,000	$0
Karen Allegretti (Director)	$10,000	$0
Thomas Bucaro (Secretary)	$0	$0
Carol Allegretti (President)	$0	$0
James Allegretti (Treasurer)	$0	$0

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990-PF

Filed on Feb. 7, 2017

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

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Fiscal Year Ending Oct.
2015

Revenue

$787,401

Expenses

$1,128,829

Net Income

-$341,428

Net Assets

$19,291,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,803	1.5%
Dividends	$236,350	30.0%
Sales of Assets	$539,248	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$932,250	82.6%
Compensation of Officers*	$33,750	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,291,127
Total Liabilities	$0
Net Assets	$19,291,127

Compensation

Key Employees and Officers	Compensation	Other
Kim Allegretti (Director)	$26,250	$0
Karen Allegretti (Director)	$7,500	$0
Thomas Bucaro (Secretary)	$0	$0
Carol Allegretti (President)	$0	$0
James Allegretti (Treasurer)	$0	$0

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990-PF

Filed on May 28, 2016

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

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Fiscal Year Ending Oct.
2014

Revenue

$1,356,527

Expenses

$1,286,407

Net Income

$70,120

Net Assets

$19,632,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80,408	5.9%
Dividends	$372,334	27.4%
Sales of Assets	$903,785	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,106,449	86.0%
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	$19,632,555
Total Liabilities	$0
Net Assets	$19,632,555

Compensation

Key Employees and Officers	Compensation	Other
Thomas Bucaro (Secretary)	$0	$0
Carol Allegretti (President)	$0	$0
James Allegretti (Treasurer)	$0	$0
Kim Allegretti (Director)	$0	$0

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990-PF

Filed on Feb. 16, 2015

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

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Fiscal Year Ending Oct.
2013

Revenue

$3,905,395

Expenses

$926,264

Net Income

$2,979,131

Net Assets

$19,579,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,831,771	72.5%
Interest Revenue	$58,495	1.5%
Dividends	$446,215	11.4%
Sales of Assets	$568,914	14.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$735,500	79.4%
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	$19,581,374
Total Liabilities	$2,139
Net Assets	$19,579,235

990-PF

Filed on June 7, 2014

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

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Fiscal Year Ending Oct.
2012

Revenue

$6,477,438

Expenses

$785,523

Net Income

$5,691,915

Net Assets

$16,616,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,398,541	83.3%
Interest Revenue	$297,087	4.6%
Dividends	$193,697	3.0%
Sales of Assets	$588,113	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$640,250	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	$16,627,846
Total Liabilities	$11,486
Net Assets	$16,616,360

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$1,557,476

Expenses

$732,321

Net Income

$825,155

Net Assets

$10,940,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,087,706	69.8%
Interest Revenue	$135,181	8.7%
Dividends	$234,619	15.1%
Sales of Assets	$99,575	6.4%
Other Income	$395	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$528,000	72.1%
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	$10,940,386
Total Liabilities	$193
Net Assets	$10,940,193

990-PF

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

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

PDF

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What Is This Data?

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

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Fred & Jean Allegretti Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.74M (2024)

Expenses $1.17M (2024)

Total Assets $15.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.74M (2024)

Expenses

$1.17M (2024)

Total Assets

$15.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
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Fiscal Year Ending Oct.
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Fiscal Year Ending Oct.
2001