Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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 STE 400 400
  Room/suite
City or town
FT LAUDERDALE
State or province
FL
Country  
ZIP or foreign postal code
33308
A Employer identification number

20-1379562
B Telephone number (see instructions)

9545651411
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,669,280J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 4,750 4,750 4,750
4 Dividends and interest from securities... 239,109 239,109 239,109
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 193,727
b Gross sales price for all assets on line 6a 2,063,814
7 Capital gain net income (from Part IV, line 2)... 193,727
8 Net short-term capital gain......... 2,119
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........ 437,586 437,586 245,978
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
14,310 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
55,457 55,457 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,952 3,952 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
111,254 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 184,973 59,409 0 0
25 Contributions, gifts, grants paid....... 119,560 119,560
26 Total expenses and disbursements. Add lines 24 and 25 ................ 304,533 59,409 0 119,560
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 133,053
b Net investment income (if negative, enter -0-) 378,177
c Adjusted net income (if negative, enter -0-)... 245,978
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 531,847 324,946 324,946
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 6,273,348 Click to see attachment
List of Attached Documents:
// Content
6,461,552 		7,797,787
c Investments—corporate bonds (attach schedule)....... 2,440,547 Click to see attachment
List of Attached Documents:
// Content
2,501,630 		2,546,547
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,245,742 9,288,128 10,669,280
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 9,245,742 9,288,128
29 Total net assets or fund balances (see instructions)..... 9,245,742 9,288,128
30 Total liabilities and net assets/fund balances (see instructions). 9,245,742 9,288,128
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
9,245,742
2
Enter amount from Part I, line 27a .....................
2
133,053
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,495
4
Add lines 1, 2, and 3 ..........................
4
9,380,290
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
92,162
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,288,128
Form 990-PF (2025)
Form 990-PF (2025)
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 BNY MELLON ACCT PUBLIC TRADED SECURITIES      
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 541,119   539,000 2,119
b 1,480,316   1,331,087 149,229
c 42,379     42,379
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       2,119
b       149,229
c       42,379
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 2 193,727
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 2,119
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 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 5,257
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 5,257
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 5,257
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 50,647
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,647
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 45,390
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax45,390 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
FL
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 2025 or the taxable year beginning in 2025? 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 addressWWW.GUIDESTAR.ORG
14
The books are in care ofMARTI TENNANT Telephone no. (954) 565-1411

Located at2929 E COMMERCIAL BLVD STE 400FT LAUDERDALEFL ZIP+433308
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 EIGHTEEN 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. 70,000
2 A NEW LIMITED TIME AGREEMENT WITH JUNIOR ACHIEVEMENT FOR STUDENTS IN GRADE 5 AND 8 ON FINANCIAL LITERACY (1,300 STUDENTS). ONSITE VISITS AND FINANCE CURRICULUM. 0
3 ETC EDUCATION & TECHNOLOGY CONSULTANTS DO DELIVER WORKSHOPS AND MONITOR SCHOOL USAGE. 40,000
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
9,571,655
b
Average of monthly cash balances.......................
1b
97,184
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,668,839
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
9,668,839
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
145,033
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,523,806
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
476,190
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (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, line 26, column (d) ..........
1a
119,560
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
119,560
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, 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 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		 
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
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) 2025 (b) 2024 (c) 2023 (d) 2022
245,978 14,309 120,605 29,731 410,623
b 85% (0.85) of line 2a ....... 209,081 12,163 102,514 25,271 349,030
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		119,560 82,500 35,000 35,000 272,060
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 .... 		119,560 82,500 35,000 35,000 272,060
3 Complete 3a, 3b, or 3c 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 .. 		317,460 9,539 124,165 126,934 578,098
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 34,560

THE GUY FIERI FOUNDATION

3835 CYPRESS DRVIE SUITE 110
PETALUMA,CA94954 		NONE   CHARITABLE PURPOSES 85,000
Total ................................. 3a 119,560
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 4,750  
4 Dividends and interest from securities ....     14 239,109  
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 ............ 		    18 193,727  
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) .. 0 437,586 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
437,586
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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
  14,310 0 0 0

TY 2025 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
ANHEUSER-BUSH INBEV WR 50.000 DTD 1/23/19 4.75% 1/23/2029 50,403 51,008
AT&T INC DTD 50,000 SHS 11/23/2018 4.1% 2/15/2028 48,754 50,022
BANCO SANTANDER SA 45.000 DTD 3/14/2024 5.552% 3/14/2028 45,200 45,752
BANK OF AMERICA CORP DTD 55,000 SHS 4/27/202 FLTG RATE 4/27/2028 54,035 55,219
BANK OF MONTREAL DTD 50,000 SHS 1/12/2023 5.203% 2/1/2028 50,664 51,267
BANK OF NOVA SCOTIA 50,000 DTD 9/11/2024 FLTG RATE 11/10/2032 48,227 50,551
BARCLAYS PLC DTD 45,000 SHS 3/12/2024 5.674% 3/12/2028 45,473 45,801
BNY MELLON FLOATING RATE INCOME FUND CLASS Y 4,225.818 46,898 45,681
BNY MELLON HIGH YIELD FUND CLASS 8,796.384 47,888 47,852
BP CAP MARKETS AMERICA DTD 50.000 11/6/2018 4.234% 11/06/2028 49,337 50,321
CANADIAN IMPERIAL BANK DD 50,000 SHS 4/7/2022 3.45% 4/7/2027 48,006 49,746
CAPITAL ONE FINANCIAL CO 50,000 DTD 9/11/2025 FLTG RATE 9/11/2031 49,859 49,927
CISCO SYSTEMS INC 45.000 DRD 2/26/2024 5.05% 2/26/2034 45,513 46,307
CITIGROUP INC 50.000 DTD 5/24/2022 FLTG RATE 5/24/2033 48,905 50,599
COMCAST CORP DTD 50,000 SHS 8/7/2017 3.15% 2/15/2028 51,977 51,529
DEUTSCHE BANK NY DTD 45.000 1/18/2023 FLTG RATE 1/18/2029 46,755 47,112
GOLDMAN SACHS GROUP INC THE DTD 50.000 4/23/2018 FLTG RATE 5/1/2029 48,558 50,104
HOME DEPOT INC DTD 3/30/20 55,000 SHS 2.7% 4/15/2030 49,659 52,005
HSBC HOLDINGS PLC DTD 45,000 SHS 8/14/2023 FLTG RATE 8/14/2027 45,533 45,473
INTEL CORP 45.000 DTD 2/10/2023 5.2% 2/10/2033 45,584 45,850
ISHARES LEHMAN 1-3 1.308 YEAR TREASURY BON FUND 409,038 407,889
JOHN DEERE CAPITAL CORP DTD 50,000 SHS 1/9/2023 4.75% 1/20/2028 50,406 50,958
JPMORGAN CHASE & CO 50.000 DTD 7/5/2022 FLTG RATE 7/25/2033 49,114 50,936
K L A CORP 50.000 DTD SHS 6/23/22 4.65% 7/15/2032 49,907 50,729
LLOYDS BANKING GROUP PLC 50.000 DTD 1/5/24 FLTG RATE 1/5/2035 51,604 52,640
MITSUBISHI UFJ FIN GRP DTD 45.000 DRD 4/17/2024 FLTG RATE 4/17/2035 45,939 46,766
MORGAN STANLEY DTD 50.000 1/19/23 FLTG RATE 2/1/2029 50,193 51,042
ORACLE CORP DTD 50,000 SHS 4/1/2020 .2.8% 4/1/2027 47,182 49,008
PFIZER INVESTMENT ENT DTD 50,000 SHS 5/19/2023 4.75% 5/19/2023 49,580 50,530
PNC FINANCIAL SERVICES DTD 50.000 4/22/19 3.45% 4/23/2029 46,701 49,177
RIO TINTO FINANCE USA PLC DD 50,000 03/14/25 4.875% 3/14/2030 51,299 51,367
ROYAL BANK OF CANADA DTD 50,000 FLTG RATE 2/4/2031 50,339 51,476
ROYAL BANK OF SCOTLAND GROUP PLC DTD 9/27/18 50,000 SHS 5.076% 1/27/2030 49,306 51,105
SUMITOMO MITSUI FINL GROUP DTD 45,000 SHS 7/9/2024 5.424% 7/9/2031 46,008 47,095
TARGET CORP DTD 9/13/22 50,000 SHS 4.5% 9/15/2032 49,314 50,494
TCW EMERGING MARKETS INCOME FUND 7,794.218 51,740 54,166
TORONTO-DOMINION BANK DTD 50,000 SHS 6/8/2022 4.456% 6/38/2032 48,371 49,903
TOYOTA MOTOR CREDIT CORP DTD 50,000 3/21/2024 5.1% 3/21/2031 49,512 51,934
TRUIST FINANCIAL CORP DTD 45,000 SHS 6/8/2034 5.8670% VAR RT 6/08/2034 47,369 47,885
US BANCORP 50.000 DTD 7/22/2022 FLTG RATE 7/22/2033 49,893 50,376
VERIZON COMMUNICATIONS DTD 6/3/19 50,000 SHS 4.016% 12/3/2029 48,011 49,619
WALT DISNEY COMPANY DTD 5/13/20 55,000 SHS 2.65% 1/13/2031 48,291 51,446
WELLS FARGO & COMPANY DTD 1/24/2025 50,000 FLGT RATE 1/24/2031 50,383 51,776
ABBVIE INC DTD 2/26/2024 4.8% 45,000 SHS 44,902 46,104

TY 2025 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
ADVANCED MICRO DEVICES INC 81 14,564 17,347
AIR PRODUCTS & CHEMICALS INC 20 (APD) 5,107 4,940
AIRBNB INC 27 (ABNB) 4,145 3,664
ALIGN TECHNOLOGY INC 15 (ALGN) 2,407 2,342
ALLEGION PUBLIC LIMITED COMPANY (ALLE) 28 SH 4,538 4,458
ALLSTATE CORP 32 (ALL) 5,025 6,661
ALPHABET INC 2,545 (GOOGL) 434,778 796,585
ALPHABET INC 211 (GOOG) 32,854 66,212
AMAZON COM INC 431 (AMAZN) 77,395 99,483
AMERICAN EXPRESS COMPANY 43 (AXP) 9,578 15,908
AMERICAN INTERNATIONAL GROUP INC 60 (AIG) 4,413 5,133
AMERICAN TOWER CORPORATION 30 (AMT) 5,976 5,267
AMERICAN WATER WORKS CO INC 36 (AWK) 4,507 4,698
AMERIPRISE FINANCIAL INC 16 (AMP) 6,995 7,845
AMERISOURCEBERGEN CORP 25 (COR) 5,894 8,444
ANTHEM INC 30 (ELV) 14,282 10,517
APPLE INC 670 (AAPL) 129,948 182,146
APPLIED MATERIALS INC 37 (AMAT) 8,350 9,509
APPLOVIN CORP COM CI A 11 (APP) 6,097 7,412
ARISTA NETWORKS INC 68 (ANET) 5,260 8,910
AT&T INC 400 7,025 9,936
AUTODESK INC 15 (ADSK) 3,737 4,440
AUTOMATIC DATA PROCESSING INC 36 (ADP) 8,809 9,260
AVALONBAY CMNTYS INC 17 (AVB) 3,273 3,082
AVERY DENNISON CORP 13 (AVY) 2,382 2,364
AXON ENTERPRISE INC 15 (AXON) 3,987 7,383
BAKER HUGHES 110 (BKR) 5,408 5,009
BANK OF AMERICA CORPORATION 410 (BAC) 15,304 22,550
BAXTER INTERNATIONAL INC 310 (BAX) 10,597 5,924
BERKSHIRE HATHAWAY INC DEL CI B 78 (BRK.B) 38,699 39,207
BNY MELLON DEVELOPED MARKETS REAL 0 SH ESTATE SECURITIES FUND 63,456 63,005
BOOKING HOLDINGS INC 3 (BKNG) 11,363 16,066
BOSTON SCIENTIFIC CORPORATION 115 (BSX) 8,154 10,965
BROADCON INC 200 (AVGO) 32,162 69,220
BROADRIDGE FINANCIAL SOLUTIONS INC 19 (BR) 3,824 4,240
C S X CORP 160 (CSX) 5,693 5,800
CADENCE DESIGN SYS INC 14 (CDNS) 4,440 4,376
CBOE HOLDINGS INC 22 (CBOE) 3,945 5,522
CENTENE CORP DEL 50 (CNC) 3,621 2,058
CHEVRON CORPORATION 59 (CVX) 8,624 8,992
CHIPOTLE MEXICAN GRILL INC 100 (CMG) 6,133 3,700
CHUBB LIMITED 29 7,374 9,051
CIGNA CORPORATION 20 (CI) 6,709 5,505
CINTAS CORP 28 (CTAS) 4,702 5,266
CISCO SYSTEMS INC 240 (240) 11,316 18,487
CLOROX CO 24 (CLX) 3,464 2,420
COGNIZANT TECHNOLOGY SOLUTIONS CORP 40 (CTSH) 2,886 3,320
COMCAST CORP CI A 220 (CMCSA) 8,622 6,576
CONAGRA INC 130 (CAG) 3,661 2,250
CONSOLIDATED EDISON INC 70 (ED) 6,309 6,952
CONSTELLATION ENERGY 33 (CEG) 6,464 11,658
CORTEVA INC 50 (CTVA) 2,658 3,352
COSTAR GROUP INC 40 (CSGP) 3,247 2,690
COSTCO WHSL CORP NEW 19 (COST) 14,971 16,384
CUMMINS INC 12 (CMI) 5,733 9,188
CVS HEALTH CORPORATION 100 (CVS) 6,801 7,936
DAVITA INC 21 (DVA) 2,496 2,386
DEVON ENERGY CORPORATION NEW 130 (DVN) 4,727 4,762
DEXCOM INC 46 (DXCM) 5,408 3,053
DOLLAR GENERAL CORP 32 (DG) 4,439 4,249
DOLLAR TREE INC 30 (DLTR) 3,877 3,690
DOMINION RES INC VA NEW 60 (D) 2,911 3,515
DOMINOS PIZZA INC 7 (DPZ) 3,054 2,918
DUKE ENERGY CORPORATION 81 (DUK) 7,836 9,494
DUPONT DE NEMOURS INC 50 (DD) 1,518 2,010
E O G RES NC 93 (EOG) 10,420 9,766
ECOLAB INC 17 (ECL) 3,961 4,463
EDISON INTERNATIONAL 80 (EIX) 4,765 4,802
EDWARDS LIFESCIENCES CORP 50 (EW) 4,354 4,263
ELECTRONIC ARTS INC 15 (EA) 2,054 3,065
EMERSON ELECTRIC CO 57 (EMR) 6,176 7,565
EQUIFAX INC 15 (EFC) 4,142 3,255
EQUINIX INC 6 (EQIX) 5,030 4,597
EQUITY RESIDENTIAL 30 (EQR) 1,926 1,891
ESTEE LAUDER COMPANIES CLASS A 60 (EL) 6,298 6,283
EVERGY INC 130 (EVRG) 9,890 9,424
EVERSOURCE ENERGY 70 (ES) 4,461 4,713
EXELON CORP 90 (EXC) 3,223 3,923
EXPEDIA INC 12 (EXPE) 3,382 3,400
EXXON MOBIL CORP 181 (XOM) 19,100 21,782
FEDERAL REALTY INVESTMENT TRUST 25 (FRT) 2,526 2,520
FEDEX CORP 17 (FDX) 4,213 4,911
FIDELITY NATIONAL INFORMATION 40 (FIS) SERVICES INC 2,916 2,658
FISERV INC 50 (FI) 7,517 3,359
FORTIVE CORP 30 (FTV) 1,827 1,656
FOX CORP 90 (FOXA) 5,878 6,576
FRANKLIN RES INC 180 (BEN) 4,267 4,300
G Q G PARTENERS EMERGING MARKETS 24,457.282 (GQGIX) EQUITY FUND 429,896 435,340
GENERAL MILLS INC 90 (GIS) 4,284 4,185
GENUINE PARTS CO 37 (GPC) 5,468 4,550
GOLDMAN SACHS GROUP INC 24 (GS) 10,109 21,096
HALLIBURTON CO 240 (HAL) 6,403 6,782
HARTFORD FINL SVCS GROUP INC 78 (HIG) 10,452 10,748
HOLOGIC INC 70 (HOLX) 5,195 5,214
HOME DEPOT INC 46 (HD) 16,853 15,829
HUBBELL INC COM 29 (HUBB) 12,390 12,879
IDEXX LABS INC 20 (IDXX) 10,073 13,531
ILLINOIS TOOL WKS INC 22 (ITW) 5,487 5,419
INCYTE CORPORATION 30 (INCY) 1,791 2,963
INGERSOLL RAND INC 40 (IR) 3,950 3,169
INSULET CORPORATION 9 (PODD) 2,614 2,558
INTEL CORP 190 (INTC) 7,188 7,011
INTERNATIONAL BUSINESS MACHINES 53 (IBM CORPORATION) 9,587 15,699
INTUIT 12 (INTU) 7,578 7,949
INTUITIVE SURGICAL INC 26 (ISRG) 10,746 14,725
IQVIA HOLDING INC 43 (IQV) 10,143 9,693
ISHARES CORE MSCI EMERGING MARKETS (IEMG) ETF 70,079 70,850
ISHARES RUSSELL 1000 GROWTH 1,000 334,167 473,300
ISHARES RUSSELL MIDCAP INDEX 3,768 (IWR) 365,149 362,745
ISHARES S&P 500 INDEX FOUND 9500 (IVV) 582,627 650,693
ISHARES TR 3,018 S & P SMALLCAP 600 (IJR) 347,823 362,703
ISHARES TR 8,086 (IJH) S & P MIDCAP 400 INDEX FD) 499,542 533,676
ISHARS CORE 13,855 CORE MSCI EAFE ETF (IEFA) 1,014,462 1,239,468
JOHNSON CTLS INTL PLC 72 SH 4,631 8,622
JP MORGAN CHASE & CO 142 (JPM) 27,109 45,755
K L A TENCOR CORP 7 (KLAC) 5,404 8,506
KENVUE INC 210 (KVUE) 3,963 3,623
KIMBERLY CLARK CORP 26 (KMB) 3,223 2,623
KROGER CO 110 (KR) 5,603 6,873
LAM RESEARCH CORPORATION 150 (LRCX) 20,496 25,677
LINDE PLC 32 14,357 13,644
LOEWS CORP 47 (L) 4,974 4,950
LOWE'S COMPANIES INC 23 (LOW) 5,410 5,547
LYONDELLBASELL INDUSTRIES NV (LYB) 60 5,880 2,598
MARATHON PETROLEUM CORP 27 (MPC) 4,705 4,391
MARSH & MCLENNAN COS INC 29 (MMC) 5,985 5,380
MARTIN MARIETTA MATLS INC 6 (MLM) 3,503 3,736
MASTERCARD INC 50 (MA) 22,872 28,544
MCCORMICK & CO INC COM NON VTG 30 (MKC) COMMON NON VOTING 2,061 2,043
MCKESSON CORPORATION 12 (MCK) 6,592 9,843
MEDTRONIC PLC ADR 170 14,289 16,330
META PLATFORMS INC 104 (META) 51,878 68,649
METLIFE INC 80 (MET) 5,571 6,315
METTLER TOLEDO INTL INC 6 (MTD) 8,231 8,365
MICROCHIP TECHNOLOGY INC 40 (MCHP) 3,543 2,549
MICRON TECHNOLOGY INC 57 (MU) 6,948 16,268
MICROSOFT CORPORATION 348 (MSFT) 149,383 168,300
MILLROSE PROPERTIES INC 18 (MRP) 444 538
MOLINA HEALTHCARE INC 10 (MOH) 3,474 1,735
MONSTER BEVERAGE CORPORATION 80 (MNST) 4,115 6,134
MOODYS CORP 15 (MCO) 5,943 7,663
MORGAN STANLEY 100 (MS) 9,338 17,753
MOTOROLA SOLUTIONS INC 15 (MSI) 5,362 5,750
MSCI INC 8 (MSCI) 4,520 4,590
NERFLIX COM INC 200 (NFLX) 12,812 18,752
NETAPP INC 37 (NTAP) 4,098 3,962
NEWMONT MINING CORP 90 (NEM) 5,228 8,987
NORFOLK SOUTHERN CORPORATION 17 (NSC) 4,111 4,908
NORTHERN TR CORP 59 (NTRS) 6,222 8,059
NRG ENERGY INC 28 (NRG) 4,180 4,459
NVIDIA CORP 1,107 (NVDA) 118,764 206,456
NXP SEMICONDUCTORS NV (NXPL)23 5,988 4,992
ONEOK INC 40 (OKE) 3,121 2,940
ORACLE CORP 81 (ORCL) 9,936 15,788
O'REILLY AUTOMOTIVE INC 7 (ORLY) 7,417 9,577
P G & E CORP 260 (PCG) 4,083 4,178
P P G INDUSTRIES INC 48 (PPG) 6,222 4,918
PACCAR INC 61 (PCAR) 6,784 6,680
PALANTIR TECHNOLOGIES INC 99 (PLTR) 17,171 17,597
PALO ALTO NETWORKS INC 40 (PANW) 6,084 7,368
PAYPAL HOLDING INC 60 (PYPL) 3,609 3,503
PENTAIR PLC 56 (PNR) 5,844 5,832
PEPSICO INC 82 (PEP) 12,055 11,769
PGIM JENNISON GROWTH FUND 5,5209.884 (PJFZX) 350,000 373,809
PHILLPS 66 33 (PSX) 4,668 4,258
PNC FINANCIAL SERVICES GROUP 49 (PNC) 8,734 10,228
PPL CORP 100 (PPL) 2,735 3,502
PROGRESSIVE CORP OHIO 36 (PGR) 7,188 8,198
PROLOGIS INC 60 (PLD) 7,357 7,660
PRUDENTIAL FINANCIAL INC 32 (PRU) 3,548 3,612
PUBLIC STORAGE INC REIT 11 (PSA) 3,134 2,855
PUBLIC SVC ENTERPRISE GROUP INC 70 (PEG) 5,766 5,621
QNITY ELECTRONICS INC W/I 25 (Q) 2,175 2,041
QUALCOMM INC 54 (QCOM) 10,509 9,237
QUEST DIAGNOSTICS INC 33 (DGX) 4,311 5,726
RALLIANT CORPORATION DESIGNS 10 (RAL) 596 509
RALPH LAUREN CORPORATION 11 (RL) 4,038 3,890
REGENCY CTRS CORP 80 (REG) 5,583 5,522
REPUBLIC SVCS INC CI A 39 (RSG) 7,327 8,265
RESMED INC 25 (RMD) 5,393 6,022
ROCKWELL AUTOMATION INC 11 (ROK) 2,985 4,280
SCHLUMBERGER LTD 110 (SLB) 5,139 4,222
SERVICENOW INC 40 (NOW) 5,931 6,128
SHERWIN WILLIAMS CO 10 (SHW) 3,194 3,240
SIMON PROPERTY GROUP INC REIT 31 (SPG) 4,648 5,738
SMITH A O CORP 80 (AOS) 5,434 5,350
SOUTHWEST AIRLS CO 170 (LUV) 4,858 7,026
STATE STREET CORP 54 (STT) 4,966 6,967
STRYKER CORP 30 (SYK) 10,518 10,544
SYNCHRONY FINANCIAL 70 (SYF) 5,181 5,840
SYNOPSYS INC 11 (SNPS) 6,596 5,167
SYSCO CORP 30 (SYY) 2,324 2,211
T J X COMPANIES INC 59 (TJX) 5,875 9,063
T MOBILE US INC 42 (TMUS) 7,167 8,528
T ROWE PRICE GROUP INC 70 (TROW) 6,915 7,167
TAPESTRY INC 30 (TPR) 3,683 3,833
TESLA MOTORS INC 100 (TSLA) 18,359 44,972
THE PROCTER & GAMBLE COMPANY 83 (PG) 12,212 11,895
THE TRAVELERS COMPANIES INC 21 (TRV) 4,486 6,091
THE WALT DISNEY COMPANY 86 (DIS) 9,245 9,784
TRANE TECHNOLOGIES PUBLIC LIMITED CO 24 7,468 9,341
UBER TECHNOLOGIES INC 110 (UBER) 7,835 8,988
UNITED PARCEL SERVICE CI B 21 (UPS) 3,023 2,083
VALERO ENERGY CORP NEW 41 (VLO) 6,208 6,674
VERISK ANALYTICS INC 10 (VRSK) 2,404 2,237
VERIZON COMMUNICATIONS INC 280 (VZ) 11,185 11,404
VISA INC CLASS A SHRS 72 (V) 19,723 25,251
VISTRA CORP 60 (VST) 4,147 9,680
VULCAN MATERIALS CO 34 (VMC) 9,478 9,697
W E C ENERGY GROUP INC 30 (WEC) 2,386 3,164
WABTEC CORP 33 (WAB) 5,005 7,044
WALL MART STORES INC 249 (WMT) 26,327 27,741
WEYERHAEUSER COMPANY 150 (WY) 4,606 3,554
XCEL ENERGY INC 40 (XEL) 2,081 2,954
XYLEM INC 41 (XYL) 5,465 5,583
YUM BRANDS INC 31 (YUM) 4,257 4,690
ZIMMER HOLDING INC 37 (ZBH) 4,319 3,327
ZOETIS INC 88 (ZTS) 15,737 11,072
ACCENTURES PLC 36 12,010 9,659
ADOBE SYSTEMS INC 23 12,343 8,050
A P A CORP 120 2,917 2,935

TY 2025 OtherDecreasesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Description Amount
FEDERAL TAX PAYMENTS 92,162


TY 2025 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 111,254 0 0 0


TY 2025 OtherIncreasesSchedule
Name:
THE JOSEPH AND WINIFRED AMATURO
 
EDUCATION FOUNDATION INC
EIN:
20-1379562
Description Amount
SECURITIES COST BASIS ADJUSTMENT 508
NONDIVIDEND DISTRIBUTIONS 113
FEDERAL TAX REFUND 874


TY 2025 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 55,457 55,457 0 0


TY 2025 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 3,952 3,952 0 0