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SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SANTORO EDUCATION OF LIFESKILLS FOUNDATION INC (EIN 46-2784776)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349103188
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T14:39:53-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223453068PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAFFEI MASIELLO & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 210AddressLine1Txt
CityMENDHAMCityNm
State AbbreviationNJStateAbbreviationCd
ZIP079450210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462784776EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTORO EDUCATION OF LIFESKILLSBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone3522054711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11946 LAKE MIONA DRIVEAddressLine1Txt
CityTHE VILLAGESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32162ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE SANTOROPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone3522054711PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN R MAFFEI CPAPreparerPersonNm
PTINP00292851PTIN
Phone9735436055PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$684,057FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,905DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,979NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,412GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,517CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$141,884TotalRevAndExpnssAmt
Total Net Invst Incm$65,422TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,031AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,016AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,015AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,149TaxesRevAndExpnssAmt
Taxes Net Invst Incm$106TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$47,044OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$47,044OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,224TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,122TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,059TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,574TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,122TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,409TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$87,310ExcessRevenueOverExpensesAmt
Net Investment Income$64,300NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,718CashBOYAmt
Cash EOY$156,858CashEOYAmt
Cash EOYFMV$156,858CashEOYFMVAmt
Other Investments BOY$473,044OtherInvestmentsBOYAmt
Other Investments EOY$448,725OtherInvestmentsEOYAmt
Other Investments EOYFMV$527,199OtherInvestmentsEOYFMVAmt
Total Assets BOY$506,762TotalAssetsBOYAmt
Total Assets EOY$605,583TotalAssetsEOYAmt
Total Assets EOYFMV$684,057TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$11,511OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,511TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$506,762RetainedEarningBOYAmt
Retained Earning EOY$594,072RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$506,762TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$594,072TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$506,762TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$605,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$506,762TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$87,310ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$594,072SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$594,072TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1487.542 SH AMERICAN BALANCED FUNDD2015-01-012017-09-27$39,980$11,895$28,085$28,085
CAPITAL GAINS DIVIDENDSP$26,432$26,432$26,432
FieldValueIRS element (for citing)
Capital Gain Net Income$54,517CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,651AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$479,451NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.022215DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,649AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$86,104NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.087627DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,676AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,019NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.422831DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,148AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,483NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.964319DistributionYr4Rt
Total Distribution9.496992TotalDistributionRt
Average Distribution2.374248AverageDistributionRt
Net Vl Noncharitable Assets$554,460NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,316,426AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$643NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,317,069AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,409QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,286InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,286SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,286TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$766TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://SANTOROFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJOE SANTOROIndividualWithBooksNm
Phone3522054711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11946 LAKE MIONA DRIVEAddressLine1Txt
CityTHE VILLAGESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32162ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOE SANTORO
1946 LAKE MIONA DRIVETHE VILLAGESFL32162DIRECTOR & PRESIDENT0.00$0$0$0
KATE SANTORO
1946 LAKE MIONA DRIVETHE VILLAGESFL32162DIRECTOR, SECRETARY, & TRE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$512,701AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,203AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$562,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$562,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,444CashDeemedCharitableAmt
Net Vl Noncharitable Assets$554,460NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,723MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,286TaxBasedOnInvestmentIncomeAmt
Total Tax$1,286TotalTaxAmt
Distributable Before Adj$26,437DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,437DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,437DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,409ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,409QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,409AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,437DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$24,097ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,775ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$89,344ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$174,216TotalExcessDistributionCyovAmt
Qualifying Distributions$52,409QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,437AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,972RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$200,188TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$200,188ExcessDistriCyovToNextYrAmt
Excess From Year4$24,097ExcessFromYear4Amt
Excess From Year3$60,775ExcessFromYear3Amt
Excess From Year2$89,344ExcessFromYear2Amt
Excess From Current Year$25,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOE SANTOROContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SUMTER COUNTY SCHOOL DISTRICT
2680 WEST COUNTY ROAD 476BUSHNELLFL33513NONE501(C)(3)CHARITABLE BEQUEST$350
THE VILLAGES CHARTER SCHOOL
420 VILLAGE CAMPUS CIRCLETHE VILLAGESFL32162NONE501(C)(3)CHARITABLE BEQUEST$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,905ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,979ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$41,884ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,884TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOEL SANTOROContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11946 LAKE MIONA DRIVEAddressLine1Txt
CityTHE VILLAGESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32162ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,031Amt
Net Investment Income$1,016NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,015DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierLIST OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PAGE 5, PART VII-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationPEAR 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 (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
4602.666SHS AMERICAN BALANCE FUNDAT COST$110,099$124,870
1620.64SHS AMERICAN CAPITAL WORLD GROWTH FUNDAT COST$70,384$82,734
4490.418SHS AMERICAN INVESTMENT CO OF AMERICAAT COST$150,794$181,278
3032.592SHS AMERICAN WASHINGTON MUTUAL INVESTORS FDAT COST$117,448$138,317

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE$3,686$0$3,686
OFFICE SUPPLIES$1,154$0$1,154
TRAVEL$2,204$0$2,204
FUND RAISING COMPANY$40,000$0$40,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$11,511EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID ON DIVIDENDS$106$106$0
FEDERAL INCOME TAXES PAID$1,043$0$0

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