SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC (EIN 46-2784776)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-15
- IRS object ID
- 202601669349100600
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T07:12:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591349759 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGGAN JOINER & COMPANY CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 NW 3RD AVENUE | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34475 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462784776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTORO EDUCATION OF LIFESKILLS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 3526430116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 LAKE MIONA DRIVE | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE SANTORO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3522054711 | PhoneNum |
| Signature | 2026-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL A PIMLOTT CPA | PreparerPersonNm |
| PTIN | P00449355 | PTIN |
| Phone | 3527320171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,640,041 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $253,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $68,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,107 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $68,107 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $377,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,327 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,107 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,491 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,491 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,805 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $558 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $558 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,624 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,624 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,290 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,107 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $558 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $558 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,549 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,291 | CashBOYAmt |
| Cash EOY | $463,669 | CashEOYAmt |
| Cash EOYFMV | $463,669 | CashEOYFMVAmt |
| Other Investments BOY | $1,668,983 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,621,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,165,761 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,169 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $558 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $10,611 | LandEOYAmt |
| Land EOYFMV | $10,611 | LandEOYFMVAmt |
| Total Assets BOY | $1,982,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,095,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,640,041 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,475 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,502 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,502 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,978,799 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,083,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,978,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,083,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,982,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,095,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,978,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,083,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,083,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 | P | 2021-02-08 | 2025-08-04 | $52,381 | $32,395 | $19,986 | $19,986 |
| VANGUARD GROWTH | P | 2018-12-14 | 2025-09-30 | $51,455 | $15,221 | $36,234 | $36,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,220 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $363 | OverpaymentAmt |
| Applied To ES Tax | $363 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.SANTOROFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOE SANTORO | IndividualWithBooksNm |
| Phone | 3526430116 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 LAKE MIONA DRIVE | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE SANTORO | ||||||||
| 1946 LAKE MIONA DRIVE | THE VILLAGES | FL | 32162 | DIRECTOR & PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATE SANTORO | ||||||||
| 1946 LAKE MIONA DRIVE | THE VILLAGES | FL | 32162 | DIRECTOR, SECRETARY & TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,098,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,497,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,497,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,460,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,315 | TotalTaxAmt |
| Distributable Before Adj | $121,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,707 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,870 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,343 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,027 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,119 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $180,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $487,062 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,163 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $605,225 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $59,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $545,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,027 | ExcessFromYear4Amt |
| Excess From Year3 | $85,119 | ExcessFromYear3Amt |
| Excess From Year2 | $145,457 | ExcessFromYear2Amt |
| Excess From Year1 | $180,116 | ExcessFromYear1Amt |
| Excess From Current Year | $118,163 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE SANTORO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| ACKNOWLEDGING ACTS OF KINDNESS CLUB | ||||||||
| 2041 CANAL ST | THE VILLAGES | FL | 32162 | PC | CHARITABLE REQUEST | $260 | ||
| AMAZING GRACE EARLY LEARNING CENTER | ||||||||
| 4886 COUNTY ROAD 472 | OXFORD | FL | 34484 | PC | CHARITABLE REQUEST | $21,517 | ||
| BRIGHT FUTURES EARLY LEARNING CENTER | ||||||||
| 805 HENCE STREET | WILDWOOD | FL | 34785 | PC | CHARITABLE REQUEST | $5,840 | ||
| FAMILY TIES CHILD CENTER | ||||||||
| 3230 SE 58TH AVENUE | OCALA | FL | 34480 | PC | CHARITABLE REQUEST | $2,080 | ||
| FLORIDA STATE UNIVERSITY | ||||||||
| 222 S COPELAND ST | TALLAHASSEE | FL | 32306 | PC | CHARITABLE REQUEST | $6,000 | ||
| GEORGIA SOUTHERN UNIVERSITY | ||||||||
| PO BOX 106099 | ATLANTA | GA | 30348 | PC | CHARITABLE REQUEST | $3,500 | ||
| LITTLE VIKINGS CHEERLEADING SQUAD | ||||||||
| PO BOX 8222 | PARSIPPANY | NJ | 07054 | PC | CHARITABLE REQUEST | $100 | ||
| OCALA PLAY ACADEMY | ||||||||
| 9264 SE MARICAMP RD | OCALA | FL | 34471 | PC | CHARITABLE REQUEST | $4,160 | ||
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | PC | CHARITABLE REQUEST | $12,000 | ||
| UNIVERSITY OF SOUTH FLORIDA | ||||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | PC | CHARITABLE REQUEST | $3,500 | ||
| MELISSA CARANNANTE | ||||||||
| C/O NEW YORK ROAD RUNNERS TEAM FOR | NEW YORK | NY | 10019 | I | CHARITABLE REQUEST | $500 | KIDS 320 W 57TH ST | NONE |
| SUMTER SCHOOLS EDUCATION FOUNDATION | ||||||||
| 1345 WILSON HALL RD | SUMTER | SC | 29150 | PC | CHARITABLE REQUEST | $1,500 | ||
| WHEELING FOR HEALING | ||||||||
| 3910 GRAF ST | BOZEMAN | MT | 59715 | PC | CHARITABLE REQUEST | $1,000 | ||
| YES PREP PUBLIC SCHOOLS | ||||||||
| 5455 SOUTH LOOP EAST | HOUSTON | TX | 77033 | PC | CHARITABLE REQUEST | $52,738 | ||
| NEWTON PUBLIC SCHOOLS | ||||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | PC | CHARITABLE REQUEST | $15,000 | ||
| THE GLOBAL DOO WOP COALITION | ||||||||
| 10153 RIVERSIDE DR STE 405 | LOS ANGELES | CA | 91602 | PC | CHARITABLE REQUEST | $24 | ||
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PC | CHARITABLE REQUEST | $100 | ||
| COLLEGE OF CENTRAL FLORIDA - LEARNING LAB | ||||||||
| 3001 SW COLLEGE RD | OCALA | FL | 34474 | PC | CHARITABLE REQUEST | $4,200 | ||
| KEYS TO KNOWLEDGE LEARNING ACADEMY | ||||||||
| 1034 MAIN STREET | BUSHNELL | FL | 33513 | PC | CHARITABLE REQUEST | $760 | ||
| KID CITY USA - ANTHONY | ||||||||
| 9355 NE JACKSONVILLE RD | ANTHONY | FL | 32617 | PC | CHARITABLE REQUEST | $1,080 | ||
| KID CITY USA - OCALA | ||||||||
| 819 SE 1ST TERRACE | OCALA | FL | 34471 | PC | CHARITABLE REQUEST | $3,120 | ||
| KIDS KAMPUS OF CALA HILLS INC | ||||||||
| 2130 SW 22ND PLACE 200 | OCALA | FL | 34471 | PC | CHARITABLE REQUEST | $8,960 | ||
| WEST FAMILY LEARNING CENTER EAST LLC | ||||||||
| 8965 SE 47TH TERRACE | OCALA | FL | 34480 | PC | CHARITABLE REQUEST | $2,400 | ||
| RASMUSSEN UNIVERSITY | ||||||||
| 1227 SW 17TH AVENUE | OCALA | FL | 34471 | PC | CHARITABLE REQUEST | $2,000 | ||
| WASHINGTON CENTER SCHOOL | ||||||||
| 2 BETTY SPENCER DR | GREENVILLE | SC | 29607 | PC | CHARITABLE REQUEST | $1,500 | ||
| FLORIDA SOUTHERN COLLEGE | ||||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | PC | CHARITABLE REQUEST | $2,000 | ||
| AUBURN UNIVERSITY | ||||||||
| 108 MARY MARTIN HALL | AUBURN | AL | 36849 | PC | CHARITABLE REQUEST | $2,000 | ||
| UNIVERSITY OF NORTH FLORIDA | ||||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | PC | CHARITABLE REQUEST | $1,500 | ||
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | PC | CHARITABLE REQUEST | $1,500 | ||
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 1 AEROSPACE BLVD | DAYTONA BEACH | FL | 32114 | PC | CHARITABLE REQUEST | $1,500 | ||
| LOCKPORT TOWNSHIP HIGH SCHOOL DISTRICT | ||||||||
| 1323 E 7TH ST | LOCKPORT | IL | 60441 | PC | CHARITABLE REQUEST | $13,800 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,139 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,327 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOE SANTORO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 LAKE MIONA DRIVE | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $253,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,325 | Amt |
| Net Investment Income | $7,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LOW SPEED ELECTRIC VEHICLE | PropertyDesc |
| Acquired | 2025-09-30 | AcquiredDt |
| Cost Or Other Basis | $11,169 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $558 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $558 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD GROWTH ETF | AT COST | $57,994 | $200,462 |
| S&P 500 INDEX | AT COST | $145,821 | $367,369 |
| VANGUARD INTERMEDIATE TERM | AT COST | $218,817 | $194,254 |
| VANGUARD SHORT-TERM INVESTMENT | AT COST | $133,539 | $129,889 |
| VANGUARD EXTENDED MARKET | AT COST | $131,189 | $231,286 |
| VANGUARD TOTAL BOND MARKET | AT COST | $365,087 | $318,688 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX | AT COST | $265,309 | $380,773 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX | AT COST | $188,942 | $155,725 |
| VANGUARD VALUE | AT COST | $114,670 | $187,315 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LOW SPEED ELECTRIC VEHICLE | CategoryOrItemTxt |
| Cost Or Other Basis | $11,169 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $558 | AccumulatedDepreciationAmt |
| Book Value | $10,611 | BookValueAmt |
| EOYFMV | $10,611 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,491 | LegalFeesAmt |
| Net Investment Income | $3,491 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $260 | $0 | $0 | $260 |
| BANK CHARGES & FEES | $2,938 | $0 | $0 | $137 |
| CONSULTING | $26,579 | $13,290 | $0 | $13,289 |
| DUES & SUBSCRIPTIONS | $4,090 | $0 | $0 | $4,090 |
| TELEPHONE | $3,289 | $0 | $0 | $3,289 |
| OFFICE SUPPLIES | $8,042 | $0 | $0 | $8,042 |
| PROGRAM EXPENSES | $24,996 | $0 | $0 | $24,996 |
| RECRUITING | $2,340 | $0 | $0 | $2,340 |
| REPAIRS & MAINTENANCE | $70 | $0 | $0 | $70 |
| WEBSITE & SOFTWARE | $1,594 | $0 | $0 | $1,594 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $3,475 | BOYBookValueAmt |
| EOY Book Value | $12,502 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $840 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER TAXES | $3,933 | $3,933 | $0 | $0 |
| FOREIGN TAXES WITHHELD FROM DIVIDENDS | $872 | $872 | $0 | $0 |
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