Nonprofit · EIN 33-0526533
DEFALCO FAMILY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $303,297 | $438,614 | -$135,317 | $7,811,346 | $0 | $7,811,346 |
| September 30, 2024 | 990-PF | $411,820 | $422,502 | -$10,682 | $7,441,579 | $0 | $7,441,579 |
| September 30, 2023 | 990-PF | $255,365 | $414,550 | -$159,185 | $6,377,239 | $0 | $6,377,239 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $195,947
- Interest
- $56
- Net gain from sales of assets
- $107,294
Expenses
- Grants and similar amounts paid
- $315,000
- Compensation of officers, directors and key employees
- $50,400
- Disbursements for charitable purposes
- $365,988
- Excise tax on investment income
- $3,206
Balance sheet and other
- Total assets, start of year
- $7,441,579
- Total assets, end of year
- $7,811,346
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,811,346
- Fair market value of assets
- $7,811,346
- Qualifying distributions
- $365,988
- Net investment income
- $303,297
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Santina J DeFalco 11181 Bower Lane SE, Port Orchard, WA 98367 | President | 15 | $42,000 |
| Victoria J Shrewsbury 200 West Portland St 1416, Phoenix, AZ 85003 | Vice President | 2 | $8,400 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Santina J DeFalco 11181 Bower Lane SE, Port Orchard, WA 98367 | President | 15 | $44,000 |
| Victoria J Shrewsbury 200 West Portland St 1416, Phoenix, AZ 85003 | Vice President | 2 | $8,600 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Santina J DeFalco 11181 Bower Lane SE, Port Orchard, WA 98367 | President | 15 | $20,000 |
| Victoria J Shrewsbury 200 West Portland St 1416, Phoenix, AZ 85003 | Vice President | 2 | $2,000 |
Address and contacts
- Address (IRS master file)
- 401 B ST STE 1530, SAN DIEGO, CA 92101-4238
- In care of
- % SUSAN FOX
- Signed the 990-PF
- Santina J DeFalco, President
- Phone
- (619) 235-6800
- Return prepared by
- Haack & Co Intl Tax and Bus Consulting Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0526533 or by the name DEFALCO FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 33-0526533
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,811,346
- Income (IRS master file)
- $546,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $303,297 | $438,614 | $7,811,346 | XML |
| 990-PF | September 2024 | $411,820 | $422,502 | $7,441,579 | XML |
| 990-PF | September 2023 | $255,365 | $414,550 | $6,377,239 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0526533).
Questions about DEFALCO FAMILY FOUNDATION
- What is the EIN of DEFALCO FAMILY FOUNDATION?
- The employer identification number (EIN) of DEFALCO FAMILY FOUNDATION is 33-0526533.
- Is DEFALCO FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to DEFALCO FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DEFALCO FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DEFALCO FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DEFALCO FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of DEFALCO FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $42,000 (Santina J DeFalco, President).
- How much revenue does DEFALCO FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $303,297, expenses of $438,614 and total assets of $7,811,346 at year end.
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