SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC (EIN 46-2784776)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349103761
- Schema version
- 2023v5.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T13:22:06-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOE | PersonFirstNm |
| Person Last | SANTORO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cheryl A Pimlott CPA | PreparerPersonNm |
| PTIN | P00449355 | PTIN |
| Phone | 3527320171 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,372,585 | 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 | $9,647 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,253 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,253 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $131,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,253 | 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 | $1,710 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,710 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $685 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,619 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,387 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,387 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $209,806 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $187,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $286,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,932 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,253 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,806 | CashBOYAmt |
| Cash EOY | $175,436 | CashEOYAmt |
| Cash EOYFMV | $175,436 | CashEOYFMVAmt |
| Other Investments BOY | $2,080,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,949,217 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,195,149 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $36,397 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,299,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,372,585 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $16,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $5,571 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,705 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,705 | 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 | $2,278,227 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,123,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,278,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,123,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,299,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,278,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,123,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,123,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD LGCP | P | 2022-06-28 | 2023-06-14 | $544 | $485 | $59 | $59 |
| VANGUARD S&P 500 | P | 2018-12-14 | 2023-03-06 | $28,762 | $18,619 | $10,143 | $10,143 |
| VANGUARD LGCP | P | 2019-08-29 | 2023-06-14 | $84,143 | $52,231 | $31,912 | $31,912 |
| VANGUARD EXTND MARKET | P | 2019-08-29 | 2023-06-14 | $53,075 | $41,252 | $11,823 | $11,823 |
| VANGUARD VALUE | P | 2019-08-29 | 2023-03-06 | $24,754 | $18,790 | $5,964 | $5,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,901 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $59 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | 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 | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $215 | TaxDueAmt |
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 | $2,151,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,330,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,330,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,295,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,320 | TotalTaxAmt |
| Distributable Before Adj | $113,460 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,460 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,460 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,586 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,724 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,343 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,119 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $318,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,457 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $464,256 | 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 | $86,586 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $377,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,724 | ExcessFromYear4Amt |
| Excess From Year3 | $59,343 | ExcessFromYear3Amt |
| Excess From Year2 | $17,027 | ExcessFromYear2Amt |
| Excess From Year1 | $85,119 | ExcessFromYear1Amt |
| Excess From Current Year | $145,457 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VILLAGES REGIONAL MEDICAL CENTER | ||||||
| 1451 EL CAMINO REAL | THE VILLAGES | FL | 32159 | PC | CHARITABLE REQUEST | $770 |
| SCHOOL THE WORLD | ||||||
| 109 STATE STREET SUITE 403 | BOSTON | MA | 02109 | PC | CHARITABLE REQUEST | $1,500 |
| OUR MOMENT CAFE | ||||||
| 480 ISLAND HOUSE PATH | THE VILLAGES | FL | 32162 | PC | CHARITABLE REQUEST | $10,000 |
| TELLER ELEMENTARY SCHOOL | ||||||
| 1150 GARFIELD STREET | DENVER | CO | 80206 | PC | CHARITABLE REQUEST | $503 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | CHARITABLE REQUEST | $500 |
| JESSE LEWIS CHOOSE LOVE MOVEMENT | ||||||
| PO BOX 605 | NEWTOWN | CT | 06470 | PC | CHARITABLE REQUEST | $50,000 |
| SABAL PALM ELEMENTARY | ||||||
| 2813 RIDGEWAY STREET | TALLAHASSEE | FL | 32310 | PC | CHARITABLE REQUEST | $2,500 |
| LITTLE VIKINGS CHEERLEADING SQUAD | ||||||
| PO BOX 8222 | PARSIPPANY | NJ | 07054 | PC | CHARITABLE REQUEST | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,873 | 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 | $62,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,154 | 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 | $9,647 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $106,368 | $230,574 |
| S&P 500 INDEX | AT COST | $212,915 | $336,925 |
| VANGUARD INTERMEDIATE TERM | AT COST | $236,084 | $201,535 |
| VANGUARD SHORT-TERM INVESTMENT | AT COST | $153,137 | $144,845 |
| VANGUARD EXTENDED MARKET | AT COST | $201,697 | $259,619 |
| VANGUARD TOTAL BOND MARKET | AT COST | $384,730 | $331,161 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX | AT COST | $265,309 | $292,545 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX | AT COST | $215,621 | $181,356 |
| VANGUARD VALUE | AT COST | $173,356 | $216,589 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,710 | LegalFeesAmt |
| Net Investment Income | $1,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHOLARSHIP GRANTS RESERVE | $16,000 | $0 | |
| OTHER ASSETS | $20,397 | $0 | |
| DUE FROM JS CAMP | $0 | $2,000 | $2,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $57,500 | $0 | $0 | $57,500 |
| BANK CHARGES & FEES | $3,650 | $3,650 | $0 | $59 |
| CONSULTING | $37,116 | $18,558 | $0 | $18,558 |
| DUES & SUBSCRIPTIONS | $3,460 | $0 | $0 | $3,460 |
| TELEPHONE | $2,057 | $0 | $0 | $2,057 |
| OFFICE SUPPLIES | $10,181 | $0 | $0 | $10,181 |
| PROGRAM EXPENSES | $43,816 | $0 | $0 | $43,816 |
| RECRUITING | $2,722 | $0 | $0 | $2,722 |
| REPAIRS & MAINTENANCE | $332 | $0 | $0 | $332 |
| SCHOLARSHIPS | $47,500 | $0 | $0 | $47,500 |
| WEBSITE & SOFTWARE | $1,222 | $0 | $0 | $1,222 |
| Curriculum Development | $250 | $0 | $0 | $250 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $5,571 | BOYBookValueAmt |
| EOY Book Value | $2,705 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $685 | Amt |
| Net Investment Income | $685 | 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 | $1,953 | $1,953 | $0 | $0 |
| FOREIGN TAXES WITHHELD FROM DIVIDENDS | $666 | $666 | $0 | $0 |
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