IRIS & B GERALD CANTOR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IRIS & B GERALD CANTOR FOUNDATION (EIN 13-6227347)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349105290
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:25:59-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA - SUITE 3200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136227347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRIS & B GERALD CANTOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRIS | BusinessNameControlTxt |
| Phone | 2126955003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BTCO LLP ONE PENN PLAZA NO 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ROTHSTEIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126955003 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | ROTHSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SANDS CPA | PreparerPersonNm |
| PTIN | P01237416 | PTIN |
| Phone | 2126955003 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,673,587 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $587,557 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $559,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $559,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,739,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,240 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,491 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $38,491 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,207,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $581,376 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,491 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,242 | 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 | $170,242 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,739 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,739 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,856 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,856 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,191 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,191 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $41,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $41,031 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $52,605 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,605 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,308 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,308 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,994 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $18,554 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $611,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $18,554 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $507,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $751,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $18,554 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $647,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $455,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $496,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,937 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,151 | CashBOYAmt |
| Cash EOY | $32,080 | CashEOYAmt |
| Cash EOYFMV | $32,080 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $635,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,163,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,163,092 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,567,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $483,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $582,841 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,682,842 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,083,260 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,357,059 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,995,040 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,239,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,737,646 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,242,176 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,220,864 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,800,869 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,145,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,222,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,673,587 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $52,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,850 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,920,681 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,504,790 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,973,181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,556,640 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,172,553 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,665,576 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,172,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,665,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,145,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,222,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,172,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $455,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $465,950 | OtherIncreasesAmt |
| Subtotal | $23,094,405 | SubtotalAmt |
| Other Decreases | $428,829 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,665,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SECURITIES | 2020-01-01 | 2020-12-31 | $4,457,298 | $4,465,084 | -$7,786 | -$7,786 | |
| SECURITIES | 2019-01-01 | 2020-12-31 | $6,267,191 | $6,252,258 | $14,933 | $14,933 | |
| CAPITAL GAINS DIVIDENDS | $15,093 | $15,093 | $15,093 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,240 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,900 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,900 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $143 | EsPenaltyAmt |
| Tax Due | $7,043 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CANTORFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128961919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| IRIS CANTOR | ||||||||
| 220 BANYON ROAD | PALM BEACH | FL | 33480 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| JOEL ROTHSTEIN | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | TREASURER | 5.00 | $0 | $0 | $0 |
| RANDI ROSS AITKEN | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SUZANNE FISHER | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE GELLER | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MONICA MUHART | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JUDITH SOBOL | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | EXECUTIVE DIRECTOR | 40.00 | $69,000 | $0 | $0 |
| RYAN FISHER | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | VICE PRESIDENT | 40.00 | $101,242 | $0 | $0 |
| KIMBERLY FETRIDGE | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNIE D ALLEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 NO ORLANDO AVE APTE 103 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $73,739 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,180,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,940,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,120,388 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,120,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,848,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $892,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $892,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,900 | TotalTaxAmt |
| Distributable Before Adj | $885,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $885,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $885,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $647,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $647,974 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $647,974 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $885,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $205,501 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,307,692 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,513,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $647,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $647,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $237,555 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $237,555 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,275,638 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,275,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,275,638 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRIS CANTOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| HOSPICE OF WESTCHESTER | |||||||
| 1025 WESTCHESTER AVENUE SUITE 200 | WHITE PLAINS | NY | 10604 | N/A | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| IRIS CANTOR CENTER FOR BREAST IMAGING AT UCLA | |||||||
| 200 MEDICAL PLAZA SUITE 165 | LOS ANGELES | CA | 90095 | N/A | PUBLIC | GENERAL CONTRIBUTION | $50,000 |
| NEW YORK PRESBYTERIAN HOSPITAL WOMEN'S HEALTH CENTER | |||||||
| 654 WEST 170TH ST | NEW YORK | NY | 10032 | N/A | PUBLIC | GENERAL CONTRIBUTION | $20,000 |
| THE DISCOVERY EYE FOUNDATION | |||||||
| 8635 W 3RD STREET SUITE 390Q | LOS ANGELES | CA | 90048 | N/A | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| DEFCOVID 19 EMERGENCY FUND | |||||||
| 253 BROADWAY 6TH FLOOR | NEW YORK | NY | 10007 | N/A | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | N/A | PUBLIC | GENERAL CONTRIBUTION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | 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 | $559,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,240 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART EXHIBITION & RELATED FEES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $38,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $619,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $619,867 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| AMETHYST LLC | ||||||
| 1 | C/O BTCO LLP ONE PENN PLAZA STE 320 | NEW YORK | NY | 10119 | $281,057 | Yes (X) |
| IRIS CANTOR | ||||||
| 2 | 220 BANYAN ROAD | PALM BEACH | FL | 33480 | $306,500 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | IN-KIND | $281,057 | 2020-12-31 |
| 2 | 20,000 SHS OF SIMPLICITYESPORTS & GAMING CO. | $306,500 | 2020-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,083,260 | EOYBookValueAmt |
| EOYFMV | $5,357,059 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $483,375 | EOYBookValueAmt |
| EOYFMV | $582,841 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS AND ETF'S | AT COST | $9,904,794 | $10,406,145 |
| HEDGE FUND | AT COST | $250,000 | $246,750 |
| CERTIFICATES OF DEPOSIT | AT COST | $3,084,751 | $3,084,751 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,191 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,191 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $3,172,795 | $3,172,795 | $27,752,800 |
| SECURITY DEPOSIT | $3,681 | $3,681 | $3,681 |
| INTEREST AND DIVIDENDS RECEIVABLE | $61,468 | $40,156 | $40,156 |
| PREPAID EXPENSES | $4,232 | $4,232 | $4,232 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED (LOSS)- ARTWORK | Desc |
| Amt | $428,829 | Amt |
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 |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $84,994 | $84,994 | $0 | $0 |
| ART EXHIBITIONS | $43,208 | $0 | $18,554 | $24,654 |
| OFFICE EXPENSES | $10,327 | $0 | $0 | $10,327 |
| INSURANCE | $6,250 | $0 | $0 | $6,250 |
| COMPUTER EXPENSES | $14,713 | $0 | $0 | $14,713 |
| OTHER | $7,649 | $0 | $0 | $7,649 |
| PRESENT VALUE DISCOUNT- CONTRIBUTIONS PAYABLE | $34,109 | $0 | $0 | $34,109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART EXHIBITION & RELATED FEES | Desc |
| Revenue And Expenses Per Books | $38,491 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $38,491 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) - INVESTMENTS | Desc |
| Amt | $465,950 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NY STATE FILING FEES | $750 | $0 | $0 | $750 |
| CA STATE FILING FEES | $100 | $0 | $0 | $100 |
| PAYROLL TAXES | $18,220 | $0 | $0 | $18,220 |
| FEDERAL EXCISE TAX | $21,961 | $0 | $0 | $21,961 |