Nonprofit · EIN 36-4110761
FRED & JEAN ALLEGRETTI FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $762,405 | $1,387,533 | -$625,128 | $15,216,589 | $0 | $15,216,589 |
| October 31, 2024 | 990-PF | $1,739,546 | $1,165,309 | $574,237 | $15,841,717 | $0 | $15,841,717 |
| October 31, 2023 | 990-PF | -$430,396 | $1,145,607 | -$1,576,003 | $15,267,480 | $0 | $15,267,480 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $560,436
- Interest
- $207
- Net gain from sales of assets
- $201,762
Expenses
- Grants and similar amounts paid
- $830,870
- Compensation of officers, directors and key employees
- $121,000
- Salaries, compensation and benefits (total)
- $32,900
- Disbursements for charitable purposes
- $830,870
- Excise tax on investment income
- $9,244
Balance sheet and other
- Total assets, start of year
- $15,841,717
- Total assets, end of year
- $15,216,589
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,216,589
- Fair market value of assets
- $18,945,064
- Qualifying distributions
- $830,870
- Net investment income
- $762,405
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ALLEGRETTI 1333 CALOOSA VISTA RD, FORT MYERS, FL 33901 | SECRETARY | 15 | $75,000 |
| KIM ALLEGRETTI 6051 S LIMA WAY, ENGLEWOOD, CO 80111 | VICE PRESIDENT | 5 | $16,000 |
| PHILIP JAMES ALLEGRETTI 7402 E TURQUOISE AVE, SCOTTSDALE, AZ 85258 | TREASURER | 5 | $15,000 |
| JAMES ALLEGRETTI 3360 SHADY BEND WAY, FORT MYERS, FL 33905 | PRESIDENT | 5 | $10,000 |
| THOMAS BUCARO 6311 W HENDERSON, CHICAGO, IL 60604 | DIRECTOR | 2 | $5,000 |
990-PF for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ALLEGRETTI 1333 CALOOSA VISTA RD, FORT MYERS, FL 33901 | SECRETARY | 15 | $75,000 |
| KIM ALLEGRETTI 6051 S LIMA WAY, ENGLEWOOD, CO 80111 | VICE PRESIDENT | 5 | $16,835 |
| PHILIP JAMES ALLEGRETTI 7402 E TURQUOISE AVE, SCOTTSDALE, AZ 85258 | TREASURER | 5 | $15,000 |
| JAMES ALLEGRETTI 3360 SHADY BEND WAY, FORT MYERS, FL 33905 | PRESIDENT | 5 | $10,000 |
| THOMAS BUCARO 6311 W HENDERSON, CHICAGO, IL 60604 | DIRECTOR | 5 | $5,000 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ALLEGRETTI 1333 CALOOSA VISTA RD, FORT MYERS, FL 33901 | SECRETARY | 15 | $72,692 |
| KIM ALLEGRETTI 6051 S LIMA WAY, ENGLEWOOD, CO 80111 | VICE PRESIDENT | 5 | $15,763 |
| PHILIP JAMES ALLEGRETTI 7402 E TURQUOISE AVE, SCOTTSDALE, AZ 85258 | TREASURER | 5 | $15,000 |
| JAMES ALLEGRETTI 3360 SHADY BEND WAY, FORT MYERS, FL 33905 | PRESIDENT | 5 | $10,000 |
| THOMAS BUCARO 6311 W HENDERSON, CHICAGO, IL 60604 | DIRECTOR | 5 | $5,000 |
Address and contacts
- Address (IRS master file)
- 1333 CALOOSA VISTA RD, FORT MYERS, FL 33901-8805
- In care of
- % KAREN ALLEGRETTI PRES
- Signed the 990-PF
- KAREN ALLEGRETTI, SECRETARY
- Phone
- (224) 655-6405
- Website
- ALLEGRETTIFOUNDATION.ORG
- Return prepared by
- THE CPA GROUP OF NAPLES PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 36-4110761
- 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
- 1998
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $15,216,589
- Income (IRS master file)
- $2,778,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $762,405 | $1,387,533 | $15,216,589 | XML |
| 990-PF | October 2024 | $1,739,546 | $1,165,309 | $15,841,717 | XML |
| 990-PF | October 2023 | -$430,396 | $1,145,607 | $15,267,480 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 36-4110761).
Questions about FRED & JEAN ALLEGRETTI FOUNDATION INC
- What is the EIN of FRED & JEAN ALLEGRETTI FOUNDATION INC?
- The employer identification number (EIN) of FRED & JEAN ALLEGRETTI FOUNDATION INC is 36-4110761.
- Is FRED & JEAN ALLEGRETTI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to FRED & JEAN ALLEGRETTI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED & JEAN ALLEGRETTI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED & JEAN ALLEGRETTI FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED & JEAN ALLEGRETTI FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of FRED & JEAN ALLEGRETTI FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $75,000 (KAREN ALLEGRETTI, SECRETARY).
- How much revenue does FRED & JEAN ALLEGRETTI FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $762,405, expenses of $1,387,533 and total assets of $15,216,589 at year end.
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