Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE JOSEPH AND WINIFRED AMATURO
EDUCATION FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)2929 E COMMERCIAL BLVD 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FT LAUDERDALE, FL33308
A Employer identification number

20-1379562
B Telephone number (see instructions)

(954) 565-1411
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,527,014J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200
2 Check right arrow.............
3 Interest on savings and temporary cash investments 56,162 56,162 56,162
4 Dividends and interest from securities... 162,109 162,109 162,109
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,212,600
b Gross sales price for all assets on line 6a 5,024,692
7 Capital gain net income (from Part IV, line 2)... 3,212,600
8 Net short-term capital gain......... 1,558
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,431,071 3,430,871 219,829
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,465 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,892 39,892 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,958 1,958 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
124,363 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 187,678 41,850 0 0
25 Contributions, gifts, grants paid....... 82,500 82,500
26 Total expenses and disbursements. Add lines 24 and 25 270,178 41,850 0 82,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,160,893
b Net investment income (if negative, enter -0-) 3,389,021
c Adjusted net income (if negative, enter -0-)... 219,829
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,255,542 531,847 531,847
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,639,647 Click to see attachment
List of Attached Documents:
// Content
6,773,690 		7,061,855
c Investments—corporate bonds (attach schedule)....... 893,893 Click to see attachment
List of Attached Documents:
// Content
1,940,205 		1,933,312
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,789,082 9,245,742 9,527,014
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,789,082 9,245,742
29 Total net assets or fund balances (see instructions)..... 8,789,082 9,245,742
30 Total liabilities and net assets/fund balances (see instructions). 8,789,082 9,245,742
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,789,082
2
Enter amount from Part I, line 27a .....................
2
3,160,893
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
140
4
Add lines 1, 2, and 3 ..........................
4
11,950,115
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,704,373
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,245,742
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a BNY MELLON ACCT PUBLIC TRADED SECURITIES      
b SEQUOIA FUND INC 22,395.56 SHS      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 992,405   990,847 1,558
b 3,969,786   821,245 3,148,541
c 62,501     62,501
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,558
b       3,148,541
c       62,501
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,212,600
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 1,558
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 47,107
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 47,107
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 47,107
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 90,651
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,162
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 99,813
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 2,059
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 50,647
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow50,647 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.GUIDESTAR.ORG
14
The books are in care ofright arrowMARTI TENNANT Telephone no.right arrow (954) 565-1411

Located atright arrow2929 E COMMERCIAL BLVD STE 400FT LAUDERDALEFL ZIP+4right arrow33308
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH AMATURO DIRECTOR
0.00 		0 0 0
2929 E COMMERCIAL BLVD STE 400
FT LAUDERDALE,FL33308
WINIFRED J AMATURO PRESIDENT/DIRECTOR
0.00 		0 0 0
2929 E COMMERCIAL BLVD STE 400
FT LAUDERDALE,FL33308
LAWRENCE AMATURO DIRECTOR
0.00 		0 0 0
1225 ST HELENA AVENUE
SANTA ROSA,CA95404
AMY M PRESTON SECRETARY/DIRECTOR
0.00 		0 0 0
2929 E COMMERCIAL BLVD STE 409
FT LAUDERDALE,FL33308
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION IMPLEMENTS AND SUPPORTS ACCELERATED READER TO SEVENTEEN CATHOLIC SCHOOLS IN SOUTH FLORIDA. THESE SCHOOLS RECEIVE FUNDS TO BENEFIT THE STUDENTS THROUGH RENAISSANCE LERNING READING, DIAGNOSTIC PROGRAMS AND PROVIDES PROFESSIONAL DEVELOPMENT TO THE TEACHERS USING THE PROGRAM. 84,367
2 JUNIOR ACHIEVEMENT FOR STUDENTS IN GRADE 5 AND 8 ON FINANCIAL LITERACY (1,300 STUDENTS). ONSITE VISITS AND FINANCE CURRICULUM. 35,000
3 ETC EDUCATION & TECHNOLOGY CONSULTANTS DO DELIVER WORKSHOPS AND MONITOR SCHOOL USAGE. 39,996
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
186,393
b
Average of monthly cash balances.......................
1b
104,152
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
290,545
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
290,545
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,358
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
286,187
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
14,309
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
82,500
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
82,500
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
2004-03-19
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
14,309 120,605 29,731 143,082 307,727
b 85% (0.85) of line 2a ......... 12,163 102,514 25,271 121,620 261,568
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		82,500 35,000 35,000 35,000 187,500
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		82,500 35,000 35,000 35,000 187,500
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		9,539 124,165 126,934 178,333 438,971
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

JUNIOR ACHIEVEMENT OF SOUTH FLORIDA

1130 COCONUT CREEK BLVD
COCONUT CREEK,FL33066 		NONE   PLEDGE 35,000

ST MALACHY SCHOOL

7595 NW 61ST ST
TAMARAC,FL33321 		NONE   LIBRARY & STEAM LAB 37,500

CITY YEAR MIAMI

2121 PONCE DE LEON STE 350
CORAL GABLES,FL33134 		NONE   STUDENTS SUPPORT 10,000
Total .................................right arrow 3a 82,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 56,162  
4 Dividends and interest from securities ....     14 162,109  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,212,600  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,430,871 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,430,871
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  21,465 0 0 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO DTD 45,000 SHS 11/7/2022 5.85% 11/5/2027 46,644 46,394
AMERICAN HONDA FINANCECORP 50.000 DTD 10/232024 4.85% 10/23/2031 49,873 48,920
ANHEUSER-BUSH INBEV WR 50.000 DTD 1/23/19 4.75% 1/23/2029 50,403 49,980
AT&T INC DTD 50,000 SHS 11/23/2018 4.1% 2/15/2028 48,764 48,916
BANCO SANTANDER SA 45.000 DTD 3/14/2024 5.552% 3/14/2028 45,200 45,384
BANK OF AMERICA CORP DTD 55,000 SHS 4/27/202 FLTG RATE 4/27/2028 54,035 54,416
BANK OF MONTREAL DTD 50,000 SHS 1/12/2023 5.203% 2/1/2028 50,664 50,389
BARCLAYS PLC DTD 45,000 SHS 3/12/2024 5.674% 3/12/2028 45,473 45,561
BP CAP MARKETS AMERICA DTD 50.000 11/6/2018 4.234% 11/06/2028 49,337 48,952
BRISTOL-MYERS SQUIBB CO DTD 615/20 50,000 SHS 7/15/2020 3.2% 6/15/2026 48,591 49,113
CANADIAN IMPERIAL BANK DD 50,000 SHS 4/7/2022 3.45% 4/7/2027 48,006 48,623
CISCO SYSTEMS INC 45.000 DRD 2/26/2024 5.05% 2/26/2034 45,513 44,838
CITIGROUP INC 50.000 DTD 5/24/2022 FLTG RATE 5/24/2033 48,905 48,325
COMCAST CORP DTD 50,000 SHS 8/7/2017 3.15% 2/15/2028 47,453 47,637
COOPERATIVE RABOBANK IS DTD 50,000 SHS 7/21/2016 3.75% 7/21/2026 48,220 48,993
CREDIT SUISSE NEW YORK DTD 50,000 SHS 8/23/2022 5% 7/9/2027 50,155 50,293
DEUTSCHE BANK NY DTD 45.000 1/18/2023 FLTG RATE 1/18/2029 46,755 46,725
GOLDMAN SACHS GROUP INC THE DTD 50.000 4/23/2018 FLTG RATE 5/1/2029 48,558 48,651
HOME DEPOT INC DTD 3/30/20 55,000 SHS 2.7% 4/15/2020 49,659 49,520
HSBC HOLDINGS PLC DTD 45,000 SHS 8/14/2023 FLTG RATE 8/14/2027 45,533 45,659
INTEL CORP 45.000 DTD 2/10/2023 5.2% 2/10/2033 45,584 43,507
JOHN DEERE CAPITAL CORP DTD 50,000 SHS 1/9/2023 4.75% 1/20/2028 50,406 50,256
JPMORGAN CHASE & CO 50.000 DTD 7/5/2022 FLTG RATE 7/25/2033 49,114 48,886
K L A CORP 50.000 DTD SHS 6/23/22 4.65% 7/15/2032 49,907 48,924
LLOYDS BANKING GROUP PLC 50.000 DTD 1/5/24 FLTG RATE 1/5/2035 51,604 49,793
MITSUBISHI UFJ FIN GRP DTD 45.000 DRD 4/17/2024 FLTG RATE 4/17/2035 45,939 45,040
MORGAN STANLEY DTD 50.000 1/19/23 FLTG RATE 2/1/2029 50,098 50,138
ORACLE CORP DTD 50,000 SHS 4/1/2020 .2.8% 4/1/2027 47,182 48,009
PFIZER INVESTMENT ENT DTD 50,000 SHS 5/19/2023 4.75% 5/19/2023 49,580 48,584
PNC FINANCIAL SERVICES DTD 50.000 4/22/19 3.45% 4/23/2029 46,701 47,314
ROYAL BANK OF CANADA DTD 50,000 SHS 1/27/2016 4.65% 1/27/2026 49,579 49,936
ROYAL BANK OF SCOTLAND GROUP PLC DTD 9/27/18 25,000 SHS 5.076% 1/27/2030 49,306 49,484
SUMITOMO MITSUI FINL GROUP DTD 50,000 SHS 7/14/16 2.632% 7/14/2026 47,360 48,451
TARGET CORP DTD 9/13/22 50,000 SHS 4.5% 9/15/2032 49,314 48,332
TORONTO-DOMINION BANK DTD 50,000 SHS 7/17/2023 5.532% 7/17/2026 50,642 50,581
TRUIST FINANCIAL CORP DTD 45,000 SHS 6/8/2023 6.047% 6/8/2027 45,472 45,740
US BANCORP 50.000 DTD 7/22/2022 FLTG RATE 7/22/2033 49,893 47,893
VERIZON COMMUNICATIONS DTD 6/3/19 25,000 SHS 4.016% 12/3/2029 48,011 47,991
WALT DISNEY COMPANY DTD 5/13/20 55,000 SHS 2.65% 1/13/2031 48,291 48,688
WELLS FARGO & COMPANY DTD 1/24/19 50,000 SHS 4.15% 1/24/2029 48,481 48,476

TY 2024 InvestmentsCorpStockSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Name of Stock End of Year Book Value End of Year Fair Market Value
BNY MELLON FLOATING RATE INCOME FUND CLASS Y 24,772.08 275,451 274,970
BNY MELLON HIGH YIELD FUND CLASS 21,293.865 116,048 114,774
ISHARES LEHMAN 1-3 1.308 YEAR TREASURY BON FUND 108,843 107,230
AON PLC IRELAND 17 5,244 6,106
ACCENTURES PLC 36 12,010 12,664
JOHNSON CTLS INTL PLC 80 5,185 6,314
LIND PLC 32 14,357 13,397
MEDTRONIC PLC ADR 120 9,914 9,586
T E CONNECTIVITY PUBLIC LIMITED 32 4,707 4,575
TRANE TECHNOLOGIES PUBLIC LIMITED CO 24 7,468 8,864
CHUBB LIMITED 29 7,374 8,013
LYONDELLBASELL INDUSTRIES NV 60 5,880 4,456
NXP SEMICONDUCTORS NV 23 5,988 4,781
AFLAC INC 80 6,717 8,275
AT&T INC 400 7,025 9,108
ADOBE SYSTEMS INC 23 12,343 10,228
ADVANCED MICRO DEVICES INC 81 14,564 9,784
AIRBNB INC 27 (ABNB) 4,145 3,548
AIR PRODUCTS & CHEMICALS INC 20 (APD) 5,107 5,801
ALLSTATE CORP 32 (ALL) 5,025 6,169
ALPHABET INC 211 (GOOG) 32,854 40,183
ALPHABET INC 4,159 (GOOGL) 714,565 787,299
AMAZON COM INC 431 (AMAZN) 77,395 94,557
AMERICAN ELECTRI POWER INC 30 (AEP) 2,589 2,767
AMERICAN EXPRESS COMPANY 43 (AXP) 9,578 12,762
AMERICAN INTERNATIONAL GROUP INC 60 (AIG) 4,413 4,368
AMERICAN TOWER CORPORATION 30 (AMT) 5,976 5,502
AMERICAN WATER WORKS CO INC 36 (AWK) 4,507 4,482
AMERISOURCEBERGEN CORP 25 (COR) 5,894 5,617
AMERIPRISE FINANCIAL INC 9 (AMP) 3,801 4,792
ANTHM INC 20 (ELV) 10,361 7,378
APPLE INC 670 (AAPL) 129,948 167,781
APPLIED MATERIALS INC 37 (AMAT) 8,350 6,017
ARISTA NETWORKS INC 68 (ANET) 5,260 7,516
AUTODESK INC 15 (ADSK) 3,737 4,434
AUTOMATIC DATA PROCESSING INC 36 (ADP) 8,809 10,538
AUTOZONE INC 2 (AZO) 6,028 6,404
AVALONBAY CMNTYS INC 17 (AVB) 3,273 3,739
AXON ENTERPRISE INC 15 (AXON) 4,622 8,915
BANK OF AMERICA CORPORATION 410 (BAC) 15,304 18,020
BAXTER INTERNATIONAL INC 150 (BAX) 5,617 4,374
BLACKSTONE GROUP INC 32 (BX) 3,974 5,517
BLACKROCK FUNDING INC OF DELAWARE 9 (BLK) 7,304 9,226
BOOKING HOLDINGS INC 3 (BKNG) 11,363 14,905
BOSTON SCIENTIFIC CORPORATION 150 (BSX) 10,819 13,398
BROADRIDGE FINANCIAL SOLUTIONS INC 19 (BR) 3,824 4,296
BROADCON INC 200 (AVGO) 32,162 46,368
CBOE HOLDINGS INC 22 (CBOE) 3,945 4,299
CIGNA CORPORATION 20 (CI) 6,709 5,523
CME GROUP INC 22 (CME) 4,606 5,109
C S X CORP 160 (CSX) 5,693 5,163
CVS HEALTH CORPORATION 100 (CVS) 6,801 4,489
CADENCE DESIGN SYS INC 14 (CDNS) 4,440 4,206
CARRIER GLOBAL CORPORATION 100 (CARR) 6,294 6,826
CATERPILLAR INC 29 (CAT) 9,675 10,520
CENTENE CORP DEL 50 (CNC) 3,621 3,029
CHIPOTLE MEXICAN GRILL INC 100 (CMG) 6,133 6,030
CISCO SYSTEMS INC 240 (240) 11,316 14,208
CINTAS CORP 28 (CTAS) 4,702 5,116
CITIGROUP INC 110 (C) 6,393 7,743
CLOROX CO 24 (CLX) 3,464 3,898
COGNIZANT TECHNOLOGY SOLUTIONS CORP 40 (CTSH) 2,886 3,076
COLGATE PALMOLIVE COMPANY 121 (CL) 11,705 11,000
COMCAST CORP CI A 220 (CMCSA) 8,622 8,257
CONAGRA INC 130 (CAG) 3,661 3,608
CONOCOPHILLIPS 77 (COP) 8,528 7,636
CONSOLIDATED EDISON INC 70 (ED) 6,309 6,246
CONSTELLATION ENERGY 33 (CEG) 6,464 7,382
CORTEVA INC 50 (CTVA) 2,658 2,848
COSTCO WHSL CORP NEW 28 (COST) 22,783 25,656
COSTAR GROUP INC 40 (CSGP) 3,247 2,864
CROWN CASTLE INTL CORP NEW 21 (CCI) 2,210 1,906
CUMMINS INC 12 (CMI) 3,259 4,183
D R HORTON INC 35 (DHI) 5,189 4,894
DEERE & CO 15 (DE) 5,599 6,356
DEXCOM INC 46 (DXCM) 5,408 3,577
DIGITAL REALTY TRUST INC 28 (DLR) 4,260 4,965
THE WALT DISNEY COMPANY 86 (DIS) 9,245 9,576
DISCOVER FINACIAL SERVICES 32 (DFS) 3,947 5,543
DOLLAR GENERAL CORP 32 (DG) 4,439 2,426
DOLLAR TREE INC 21 (DLTR) 2,726 1,574
DOMINION RES INC VA NEW 60 (D) 2,911 3,232
DOW INC 110 (DOW) 6,018 4,414
DUKE ENERGY CORPORATION 81 (DUK) 7,836 8,727
DUPONT DE NEMOURS INC 50 (DD) 3,692 3,813
E O G RES NC 39 (EOG) 4,610 4,781
ECOLAB INC 17 (ECL) 3,961 3,983
EDWARDS LIFESCIENCES CORP 50 (EW) 4,354 3,702
ELECTRONIC ARTS INC 15 (EA) 2,054 2,195
EMERSON ELECTRIC CO 57 (EMR) 6,176 7,064
EQUIFAX INC 15 (EFC) 4,142 3,823
EQUINIX INC 6 (EQIX) 5,030 5,657
EQUITY RESIDENTIAL 30 (EQR) 1,926 2,153
EVERSOURCE ENERGY 30 (ES) 1,768 1,723
EXELON CORP 90 (EXC) 3,223 3,388
EXXON MOBIL CORP 281 (XOM) 30,056 30,227
META PLATFORMS INC 104 (META) 51,878 60,893
FEDEX CORP 17 (FDX) 4,213 4,783
FIDELITY NATIONAL INFORMATION 40 (FIS) SERVICES INC 2,916 3,231
FISERV INC 50 (FI) 7,517 10,271
FORTIVE CORP 30 (FTV) 2,423 2,250
GALLAGHER ARTHUR J & CO 25 (AJG) 6,269 7,096
GENUINE PARTS CO 37 (GPC) 5,468 4,320
GILEAD SCIENCES INC 260 (GILD) 17,342 24,016
GLOBAL PMTS INC 44 (GPN) 4,666 4,931
GOLDMAN SACHS GROUP INC 24 (GS) 10,109 13,743
HESS CORPORATION 21 (HES) 3,050 2,793
HOLOGIC INC 70 (HOLX) 5,195 5,046
HOME DEPOT INC 46 (HD) 16,853 17,894
HORMEL FOODS CORP 190 (HRL) 6,079 5,960
IDEXX LABS INC 11 (IDXX) 5,346 4,548
ILLINOIS TOOL WKS INC 22 (ITW) 5,487 5,578
INCYTE CORPORATION 210 (INCY) 13,110 14,505
INGERSOLL RAND INC 40 (IR) 3,950 3,618
INTEL CORP 190 (INTC) 7,188 3,810
INTERCONTINENTALXCHANGE GROUP INC 54 (ICE) 7,421 8,047
INTERNATIONAL BUSINESS MACHINES 53 (IBM CORPORATION) 9,587 11,651
INTUITIVE SURGICAL INC 26 (ISRG) 10,746 13,571
INTUIT 12 (INTU) 7,578 7,542
IQVIA HOLDING INC 43 (IQV) 10,143 8,450
JP MORGAN CHASE & CO 142 (JPM) 27,109 34,039
K L A TENCOR CORP 7 (KLAC) 5,404 4,411
KENVUE INC 210 (KVUE) 3,963 4,484
KEURIG DR PEPPER INC 340 (KDP) 11,063 10,921
KIMBERLY CLARK CORP 60 (KMB) 7,650 7,862
KINDER MORGAN INC 150 (KMI) 2,798 4,110
THE KRAFT HEINZ COMPANY 200 (KHC) 6,802 6,142
KROGER CO 110 (KR) 5,603 6,727
LAM RESEARCH CORPORATION 60 (LRCX) 6,137 4,334
ESTEE LAUDER COMPANIES CLASS A 60 (EL) 6,298 4,499
LENNAR CORP CLASS A 37 (LEN) 5,773 5,046
LOWE'S COMPANIES INC 23 (LOW) 5,410 5,676
MARATHON PETROLEUM CORP 27 (MPC) 4,705 3,767
MARSH & MCLENNAN COS INC 29 (MMC) 5,985 6,160
MARTIN MARIETTA MATLS INC 6 (MLM) 3,503 3,099
MASTERCARD INC 50 (MA) 22,872 26,329
MCCORMICK & CO INC COM NON VTG 30 (MKC) COMMON NON VOTING 2,061 2,287
MCKESSON CORPORATION 17 (MCK) 9,582 9,688
METLIFE INC 80 (MET) 5,571 6,550
METTLER TOLEDO INTL INC 6 (MTD) 8,231 7,342
MICROSOFT CORPORATION 348 (MSFT) 149,383 146,682
MICROCHIP TECHNOLOGY INC 40 (MCHP) 3,543 2,294
MICRON TECHNOLOGY INC 57 (MU) 6,948 4,797
MOLINA HEALTHCARE INC 10 (MOH) 3,474 2,911
MONSTER BEVERAGE CORPORATION 80 (MNST) 4,115 4,205
MOODYS CORP 15 (MCO) 5,943 7,101
MORGAN STANLEY 100 (MS) 9,338 12,572
MOTOROLA SOLUTIONS INC 15 (MSI) 5,362 6,933
NASDAQ OMX GROUP 50 (NDAQ) 2,908 3,866
NERFLIX COM INC 20 (NFLX) 12,812 17,826
NEWMONT MINING CORP 60 (NEM) 2,261 2,233
NEXTERA ENERGY INC 110 (NEE) 6,794 7,886
NORFOLK SOUTHERN CORPORATION 17 (NSC) 4,111 3,990
NORTHERN TR CORP 30 (NTRS) 2,511 3,075
NVIDIA CORP 1,107 (NVDA) 118,764 148,659
O'REILLY AUTOMOTIVE INC 7 (ORLY) 7,417 8,301
OCCIDENTAL PETROLEUM CORP 90 (OXY) 5,482 4,447
ONEOK INC 40 (OKE) 3,121 4,016
ORACLE CORP 81 (ORCL) 9,936 13,498
PNC FINANCIAL SERVICES GROUP 28 (PNC) 4,294 5,400
P P G INDUSTRIES INC 48 (PPG) 6,222 5,734
PPL CORP 100 (PPL) 2,735 3,246
PACCAR INC 61 (PCAR) 6,784 6,345
PALO ALTO NETWORKS INC 40 (PANW) 6,084 7,278
PAYCHEX INC 43 (PAYX) 5,309 6,029
PAYPAL HOLDING INC 60 (PYPL) 3,609 5,121
PHILLPS 66 33 (PSX) 4,668 3,760
PROGRESSIVE CORP OHIO 36 (PGR) 7,188 8,626
PROLOGIS INC 60 (PLD) 7,357 6,342
PRUDENTIAL FINANCIAL INC 32 (PRU) 3,548 3,793
PUBLIC STORAGE INC REIT 11 (PSA) 3,134 3,294
QUALCOMM INC 54 (QCOM) 10,509 8,295
QUEST DIAGNOSTICS INC 33 (DGX) 4,311 4,978
REPUBLIC SVCS INC CI A 39 (RSG) 7,327 7,846
RESMED INC 15 (RMD) 2,927 3,430
ROCKWELL AUTOMATION INC 11 (ROK) 2,985 3,144
ROSS STORES INC 18 (ROST) 2,687 2,723
S & P GLOBAL INC 23 (SPGI) 9,865 11,455
SALESFORCE COM INC 45 (CRM) 12,182 15,045
SCHLUMBERGER LTD 110 (SLB) 5,139 4,217
SCHWAB CHARLES CORP NEW 90 (SCHW) 6,305 6,661
SERVICENOW INC 8 (NOW) 5,931 8,481
SHERWIN WILLIAMS CO 10 (SHW) 3,194 3,399
SIMON PROPERTY GROUP INC REIT 31 (SPG) 4,648 5,339
SMUCKER J M CO 29 (SJM) 3,403 3,193
SOUTHERN CO 110 (SO) 8,095 9,055
SOUTHWEST AIRLS CO 170 (LUV) 4,858 5,715
STATE STREET CORP 30 (STT) 2,194 2,945
STRYKER CORP 30 (SYK) 10,518 10,802
SYNOPSYS INC 11 (SNPS) 6,596 5,339
SYSCO CORP 30 (SYY) 2,324 2,294
T J X COMPANIES INC 59 (TJX) 5,875 7,128
T MOBILE US INC 42 (TMUS) 7,167 9,271
TESLA MOTORS INC 135 (TSLA) 24,885 54,518
TEXAS INSTRUMENTS INC 57 (TXN) 10,442 10,688
THE TRAVELERS COMPANIES INC 21 (TRV) 4,486 5,059
UBER TECHNOLOGIES INC 90 (UBER) 6,235 5,429
UNION PAC CORP 34 (UNP) 8,089 7,753
UNITED PARCEL SERVICE CI B 21 (UPS) 3,023 2,648
VALERO ENERGY CORP NEW 33 (VLO) 4,916 4,045
VERIZON COMMUNICATIONS INC 280 (VZ) 11,185 11,197
VERISK ANALYTICS INC 15 (VRSK) 3,634 4,131
VISA INC CLASS A SHRS 103 (V) 28,399 32,552
VISTRA CORP 60 (VST) 4,147 8,272
VULCAN MATERIALS CO 11 (VMC) 2,874 2,830
W E C ENERGY GROUP INC 30 (WEC) 2,386 2,821
WABTEC CORP 33 (WAB) 5,005 6,256
WASTE MANAGEMENT INC 35 (WM) 7,236 7,063
WELLTOWER INC 41 (WELL) 4,047 5,167
WEST PHARMACEUTICAL SERVICES INC 17 (WST N/C FROM WEST CO EFF 2/12/99 5,936 5,569
WEYERHAEUSER COMPANY 150 (WY) 4,606 4,223
WILLIAMS COS INC 90 (WMB) 3,491 4,871
XCEL ENERGY INC 40 (XEL) 2,081 2,701
XYLEM INC 41 (XYL) 5,465 4,757
YUM BRANDS INC 31 (YUM) 4,257 4,159
ZIMMER HOLDING INC 37 (ZBH) 4,319 3,908
ZOETIS INC 88 (ZTS) 15,737 14,338
ISHARES S&P 500 INDEX FOUND 500 (IVV) 282,872 294,340
ISHARES RUSSELL 1000 GROWTH 1,000 334,167 401,580
PGIM JENNISON GROWTH FUND 5,5209.884 (PJFZX) 350,000 361,722
CHAMPLAIN MID CAP FUND 14,843.864 (CIPIX) 390,000 354,620
ISHARES TR 7,316 (IJH) S & P MIDCAP 400 INDEX FD) 449,431 455,860
ISHARES TR 3,018 S & P SMALLCAP 600 (IJR) 347,823 347,734
ISHARS CORE 13,855 CORE MSCI EAFE ETF (IEFA) 1,014,462 973,729
G Q G PARTENERS EMERGING MARKETS 21,047.256 (GQGIX) EQUITY FUND 370,832 348,122
BNY MELLON DEVELOPED MARKETS REAL 7,173.406 ESTATE SECURITIES FUND 61,557 57,746

TY 2024 OtherDecreasesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Description Amount
DONATED SECURITIES SOLD COST BASIS ADJUSTMENT 2,704,373


TY 2024 OtherExpensesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RENAISSANCE LEARNING PROGRAM 124,363 0 0 0


TY 2024 OtherIncreasesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Description Amount
NONDIVIDEND DISTRIBUTIONS 140


TY 2024 OtherProfessionalFeesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE ACCOUNT FEES 39,892 39,892 0 0


TY 2024 TaxesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,958 1,958 0 0