IRIS & B GERALD CANTOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IRIS & B GERALD CANTOR FOUNDATION (EIN 13-6227347)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349103206
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:25:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 3500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101193601 | 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 | 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 | C/O BTCO LLP ONE PENN PLAZA NO 3500 | 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 | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SANDS CPA | PreparerPersonNm |
| PTIN | P01237416 | PTIN |
| Phone | 2126955003 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.69.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 16:09:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D16431C8082BD0C98BE4C73AD39D3B87B7AF184 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20941F3C35E42FD7BDCA9B5E3CB77DA7975808D4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,685,671 | 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 | $249,554 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $738,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $738,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$699,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,689,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,899 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $45,899 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $335,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,780 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,899 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,180 | 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 | $154,180 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $59,689 | 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 | $59,689 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,857 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,857 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,768 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,768 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $49,306 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $17,738 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,699 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,699 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,607 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,607 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,306 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $45,899 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$123,269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $373,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,899 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $232,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,473,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,899 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,332,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,138,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $655,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,247 | CashBOYAmt |
| Cash EOY | $95,282 | CashEOYAmt |
| Cash EOYFMV | $95,282 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,631,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,615,531 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,615,531 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,145,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,462,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,412,672 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,066,969 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,657,544 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,333,695 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,963,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,858,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,884,134 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,240,798 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,241,352 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,344,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,185,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,930,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,685,671 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $143,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $809,357 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,266,215 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $952,357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,292,215 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,233,361 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,638,032 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,233,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,638,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,185,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,930,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,233,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,138,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,094,929 | SubtotalAmt |
| Other Decreases | $456,897 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,638,032 | 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 | 2018-01-01 | 2018-12-31 | $1,155,780 | $1,204,044 | -$48,264 | -$48,264 | |
| SECURITIES | 2017-01-01 | 2018-12-31 | $2,494,531 | $3,184,536 | -$690,005 | -$690,005 | |
| CAPITAL GAINS DIVIDENDS | $39,187 | $39,187 | $39,187 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$699,082 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,251,122 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,179,497 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059072 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,199,368 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,139,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056735 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,105,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,560,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051286 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $852,289 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,930,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $538,342 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,056,270 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024408 | DistributionYr5Rt |
| Total Distribution | 0.230363 | TotalDistributionRt |
| Average Distribution | 0.046073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,628,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $950,429 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $956,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,332,575 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,958 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,958 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $4,375 | OverpaymentAmt |
| Applied To ES Tax | $4,375 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 3500 | 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 | $68,500 | $0 | $0 |
| RYAN FISHER | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | VICE PRESIDENT | 40.00 | $85,680 | $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 | $59,689 | 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 | $18,649,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,293,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,942,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,942,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $314,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,628,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,031,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,031,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,555 | TotalTaxAmt |
| Distributable Before Adj | $1,024,883 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,024,883 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,024,883 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,332,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,332,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,326,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,024,883 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $38,135 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $155,409 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $208,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $401,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,332,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,024,883 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,307,692 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,709,357 | 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 | $1,709,357 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,135 | ExcessFromYear3Amt |
| Excess From Year2 | $155,409 | ExcessFromYear2Amt |
| Excess From Year1 | $208,121 | ExcessFromYear1Amt |
| Excess From Current Year | $1,307,692 | ExcessFromCurrentYearAmt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| NYUTISCH SCHOOL OF THE ARTS | ||||||||
| 721 BROADWAY | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| UCLA WOMEN'S HEALTH CENTER | ||||||||
| UCLA DEVELOPMENT 10920 WILSHIRE | LOS ANGELES | CA | 900246516 | N/A | PUBLIC | GENERAL CONTRIBUTION | $2,000,000 | BLVD SUITE 1400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,100,000 | 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 | $738,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$699,082 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART EXHIBITION & RELATED FEES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $45,899 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,597 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMETHYST LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BTCO LLP ONE PENN PLAZA STE 350 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $249,554 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | IN-KIND | NoncashPropertyDesc |
| Fair Market Value | $249,554 | FairMarketValueAmt |
| Received | 2018-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $13,806 | $0 | $0 | $13,806 |
| AUDITING FEES | $35,500 | $0 | $0 | $35,500 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,657,544 | EOYBookValueAmt |
| EOYFMV | $5,333,695 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,462,454 | EOYBookValueAmt |
| EOYFMV | $1,412,672 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS AND ETF'S | AT COST | $11,608,084 | $11,647,634 |
| HEDGE FUND | AT COST | $250,000 | $236,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,768 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,768 | 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 | $27,275,800 |
| SECURITY DEPOSIT | $3,681 | $3,681 | $3,681 |
| INTEREST AND DIVIDENDS RECEIVABLE | $60,090 | $60,644 | $60,644 |
| PREPAID EXPENSES | $4,232 | $4,232 | $4,232 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) - INVESTMENTS | $397,197 |
| UNREALIZED (LOSS)- ARTWORK | $59,700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $83,306 | $83,306 | $0 | $0 |
| EXHIBITIONS | $62,793 | $0 | $45,899 | $16,894 |
| ART RELATED EXPENSES | $17,089 | $0 | $0 | $17,089 |
| PARKING | $3,990 | $0 | $0 | $3,990 |
| POSTAGE & SHIPPING | $1,314 | $0 | $0 | $1,314 |
| OFFICE EXPENSES & SUPPLIES | $6,836 | $0 | $0 | $6,836 |
| INSURANCE | $6,647 | $0 | $0 | $6,647 |
| WEBSITE & COMPUTER EXPENSES | $7,526 | $0 | $0 | $7,526 |
| OTHER | $9,577 | $0 | $0 | $9,577 |
| PRESENT VALUE DISCOUNT- CONTRIBUTIONS PAYABLE | -$193,142 | $0 | $0 | -$193,142 |
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 | $45,899 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $45,899 | AdjustedNetIncomeAmt |
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 | $160 | $0 | $0 | $160 |
| PAYROLL TAXES | $16,828 | $0 | $0 | $16,828 |
| FEDERAL EXCISE TAX | $11,803 | $0 | $0 | $0 |