SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC (EIN 46-2784776)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202233069349100048
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T13:46:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079811070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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) |
|---|---|---|
| In Care Of | % JOE SANTORO | InCareOfNm |
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 3522054711 | 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 | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum cpa | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Preparation | 2022-10-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,932,784 | 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 | $402,826 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,065 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $460,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,032 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,049 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,049 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,078 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,836 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $242 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,560 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,400 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,723 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,168 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,655 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,168 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $320,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,421 | CashBOYAmt |
| Cash EOY | $160,293 | CashEOYAmt |
| Cash EOYFMV | $160,293 | CashEOYFMVAmt |
| Other Investments BOY | $1,797,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,199,094 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,756,491 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $16,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,056,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,375,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,932,784 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $16,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $21,242 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,264 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,264 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,035,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,356,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,035,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,356,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,056,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,375,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,035,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $320,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,356,123 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,356,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $8,065 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,065 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $582 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $582 | SubtotalAmt |
| Tax Based On Investment Income | $582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,138 | OverpaymentAmt |
| Applied To ES Tax | $1,138 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://SANTOROFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE SANTORO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3522054711 | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | $0 | $0 | $0 |
| KATE SANTORO | ||||||||
| 1946 LAKE MIONA DRIVE | THE VILLAGES | FL | 32162 | DIRECTOR, SECRETARY, & TREasur | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,590,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,826,672 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,826,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,784,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $582 | TotalTaxAmt |
| Distributable Before Adj | $138,632 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,632 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,605 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $121,605 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,632 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $25,972 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,724 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,343 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,605 | QualifyingDistributionsAmt |
| Applied To Current Year | $121,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,027 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,027 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $225,598 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $225,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,945 | ExcessFromYear4Amt |
| Excess From Year3 | $86,586 | ExcessFromYear3Amt |
| Excess From Year2 | $70,724 | ExcessFromYear2Amt |
| Excess From Year1 | $59,343 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE SANTORO | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boy Scouts of America | |||||||
| 1951 S Orane Blossom Trail 102 | Apopka | FL | 32703 | N/A | PC | Charitable Bequest | $1,055 |
| Choose Love Foundation | |||||||
| PO Box 605 | Newtown | CT | 06470 | N/A | PC | Charitable Bequest | $10,000 |
| Little Vikings Cheer | |||||||
| PO Box 8210 | Parsippany | NJ | 07054 | N/A | PC | Charitable Bequest | $500 |
| Miami Foundation - Give Miami | |||||||
| 40 NW 3rd Street No 305 | Miami | FL | 33128 | N/A | PC | Charitable Bequest | $10,000 |
| Operation ChristmasSamaritan's Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | N/A | PC | Charitable Bequest | $500 |
| sq educational foundation | |||||||
| 2680 West County Road 476 | Bushnell | FL | 33513 | N/A | PC | Charitable Bequest | $2,000 |
| Sumter School Board - Scholarship program | |||||||
| 2680 West County Road 476 | Bushnell | FL | 33513 | N/A | PC | Charitable Bequest | $1,500 |
| Tunnels to Towers | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | N/A | PC | Chariable Bequest | $100 |
| Volunteers for outdoors | |||||||
| 600 S Downing St | Denver | CO | 80209 | N/A | PC | Charitable Bequest | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,655 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK SALES | Desc |
| Related Or Exempt Function Incm | $31 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $31 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,063 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Commissions on book sales promoting education & lifeskills | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Kate Santoro | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 Lake Miona Dr | AddressLine1Txt |
| City | The Villages | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $402,826 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,078 | Amt |
| Net Investment Income | $3,836 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $242 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 523.72 SHS AMERICAN CAPITAL WO | AT COST | $22,865 | $33,293 |
| vanguard growth ETF | AT COST | $105,908 | $237,430 |
| vanguard large cap etf | AT COST | $84,987 | $153,176 |
| vanguard s&p 500 index | AT COST | $252,829 | $410,533 |
| vanguard intermediate term | AT COST | $250,531 | $244,891 |
| vanguard short term investment | AT COST | $164,129 | $163,388 |
| vanguard extended market | AT COST | $242,189 | $353,253 |
| vanguard total bond market | AT COST | $409,525 | $406,079 |
| vanguard total intl stock inde | AT COST | $261,867 | $316,748 |
| vanguard total intl bond index | AT COST | $214,735 | $201,698 |
| VANGUARD VALUE | AT COST | $189,529 | $236,002 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,049 | LegalFeesAmt |
| Net Investment Income | $4,049 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP GRANT RESERVE | Desc |
| EOY Book Value | $16,000 | EOYBookValueAmt |
| EOYFMV | $16,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $5,492 | $5,492 | |
| TELEPHONE | $1,321 | $1,321 | |
| MISCELLANEOUS | $221 | $221 | |
| CONSULTING | $25,243 | $25,243 | |
| investment fees | $6,723 | $6,723 | |
| RECRUITING | $1,857 | $1,857 | |
| advertising | $2,770 | $2,770 | |
| dues and subscriptions | $2,772 | $2,772 | |
| registration fees | $339 | $339 | |
| ONLINE SOFTWARE | $490 | $490 | |
| VIDEO DEVELOPMENT | $1,055 | $1,055 | |
| PRGRAM SERVICES | $42,448 | $42,448 | |
| BANK FEES | $113 | $113 | |
| REPAIRS | $190 | $190 | |
| SCHOLARSHIPS | $2,997 | $2,997 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | book sales | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $31 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | credit card payable | Desc |
| BOY Book Value | $21,242 | BOYBookValueAmt |
| EOY Book Value | $3,264 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID ON DIVIDENDS | $611 | $611 |
| federal income taxes paid | $2,428 | |
| INVESTMENT PROPERTY TAXES | $949 | $949 |
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