SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC (EIN 46-2784776)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349101702
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:38:28-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223453068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAFFEI MASIELLO & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 210 | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079450210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462784776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTORO EDUCATION OF LIFESKILLS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 3522054711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 LAKE MIONA DRIVE | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE SANTORO | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3522054711 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN R MAFFEI CPA | PreparerPersonNm |
| PTIN | P00292851 | PTIN |
| Phone | 9735436055 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.187.47.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 09:03:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 046925A55D5614705165812527D1BD92A2C647B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7979CA13C920F1167B46DD1F9C2E468531D4C01E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,175,926 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $676,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $705,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $505,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $649 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $649 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $725,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,635 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $649 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,876 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,876 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,001 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,781 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,220 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,769 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $40,837 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $649 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $40,188 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $649 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $649 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $590,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $515,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,858 | CashBOYAmt |
| Cash EOY | $233,562 | CashEOYAmt |
| Cash EOYFMV | $233,562 | CashEOYFMVAmt |
| Other Investments BOY | $448,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $955,345 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $942,364 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $605,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,188,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,175,926 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,511 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,332 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,332 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $594,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,184,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $594,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $605,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,188,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $594,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $590,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,184,575 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DEVELOPMENT RIGHTS LAND 110 RT 206, ROXBURY, NJ | D | 2018-06-30 | 2018-07-24 | $676,000 | $200,000 | $476,000 | $476,000 |
| CAPITAL GAINS DIVIDENDS | P | $29,983 | $29,983 | $29,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $505,983 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,409 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $554,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $479,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022215 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,649 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $86,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.087627 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,676 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,019 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.422831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,148 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,483 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.964319 | DistributionYr5Rt |
| Total Distribution | 9.591515 | TotalDistributionRt |
| Average Distribution | 1.918303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $926,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,777,810 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,782,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,620 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,984 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://SANTOROFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOE SANTORO | IndividualWithBooksNm |
| Phone | 3522054711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 LAKE MIONA DRIVE | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE SANTORO | ||||||||
| 1946 LAKE MIONA DRIVE | THE VILLAGES | FL | 32162 | DIRECTOR & PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATE SANTORO | ||||||||
| 1946 LAKE MIONA DRIVE | THE VILLAGES | FL | 32162 | DIRECTOR, SECRETARY, & TRE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $547,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $393,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $940,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $940,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $926,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,304 | TotalTaxAmt |
| Distributable Before Adj | $36,034 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,034 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,620 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,620 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,034 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $89,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $25,972 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,188 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $286,774 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,097 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,775 | ExcessFromYear4Amt |
| Excess From Year3 | $89,344 | ExcessFromYear3Amt |
| Excess From Year1 | $25,972 | ExcessFromYear1Amt |
| Excess From Current Year | $86,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE SANTORO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WILDWOOD MIDDLE SCHOOL | |||||||
| 700 HUEY STREET | WILDWOOD | FL | 34785 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $80 |
| INTERVALE SCHOOL | |||||||
| 60 PIT ROAD | BOOTON | NJ | 07005 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $100 |
| CORNERSTONE FOUNDATION | |||||||
| 2445 LANE PARK ROAD | TAVARES | FL | 32778 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $1,000 |
| TOYS FOR TOTS | |||||||
| 901 INDUSTRIAL DRIVE | WILDWOOD | FL | 34785 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $1,000 |
| CHABAD CENTER OF NORTHWEST NEW JERSEY | |||||||
| 1 TORAH WAY | ROCKAWAY | NJ | 07866 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $500 |
| ALL CHILDREN FIRST FOUNDATION INC | |||||||
| 712 H STREET | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $1,000 |
| SUSAN G KOMEN | |||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | NONE | 501(C)(3) | CHARITABLE BEQUEST | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,780 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,983 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK SALES | Desc |
| Related Or Exempt Function Incm | $649 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,635 | ExclusionAmt |
| Related Or Exempt Function Incm | $649 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,284 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | COMMISSIONS ON BOOK SALES PROMOTING EDUCATION & LIFESKILLS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOEL SANTORO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 LAKE MIONA DRIVE | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $676,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LAND, 110 RT 206, ROXBURY, NJ | NoncashPropertyDesc |
| Fair Market Value | $676,000 | FairMarketValueAmt |
| Received | 2018-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,001 | Amt |
| Net Investment Income | $3,781 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | PEAR TREE CORP, 115 US HIGHWAY 46, MOUNTAIN LAKES, NJ 07046, EIN:22-3092725 NOT AN EXCESS BUSINESS HOLDING.JOE SANTORO HOLDINGS, INC., 115 US HIGHWAY 46, MOUNTAIN LAKES, NJ 07046, EIN:20-2031003 NOT AN EXCESS BUSINESS HOLDING. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4602.666SHS AMERICAN BALANCE FUND | AT COST | $110,099 | $114,514 |
| 1620.64SHS AMERICAN CAPITAL WORLD GROWTH FUND | AT COST | $70,384 | $69,282 |
| 4490.418SHS AMERICAN INVESTMENT CO OF AMERICA | AT COST | $150,794 | $152,225 |
| 3032.592SHS AMERICAN WASHINGTON MUTUAL INVESTORS FD | AT COST | $117,448 | $124,458 |
| VANGUARD GROWTH ETF | AT COST | $167,687 | $159,538 |
| VANGUARD LARGE CAP ETF | AT COST | $168,041 | $159,879 |
| VANGUARD S&P 500 INDEX | AT COST | $170,892 | $162,468 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,876 | LegalFeesAmt |
| Net Investment Income | $3,876 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE DEVELOPMENT | $14,873 | $0 | $0 | $14,873 |
| OFFICE SUPPLIES | $680 | $0 | $0 | $680 |
| TRAVEL | $4,906 | $0 | $0 | $4,906 |
| FUND RAISING COMPANY | $20,000 | $0 | $0 | $20,000 |
| TELEPHONE | $1,626 | $0 | $0 | $1,626 |
| MISCELLANEOUS | $1,556 | $0 | $0 | $1,556 |
| CONSULTING | $33,791 | $0 | $0 | $33,791 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK SALES | Desc |
| Revenue And Expenses Per Books | $649 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $649 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $11,511 | BOYBookValueAmt |
| EOY Book Value | $4,332 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID ON DIVIDENDS | $144 | $144 | $0 | $0 |
| FEDERAL INCOME TAXES PAID | $2,086 | $0 | $0 | $0 |
| INVESTMENT PROPERTY TAXES | $1,625 | $1,625 | $0 | $0 |
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