IRIS & B GERALD CANTOR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IRIS & B GERALD CANTOR FOUNDATION (EIN 13-6227347)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349100047
- Schema version
- 2024v5.2
- 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
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:43:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CLOVE ROAD 5TH FLOOR | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 IRIS CANTOR 220 BANYAN ROAD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ROTHSTEIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126955003 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKASZ HAUSNER | PreparerPersonNm |
| PTIN | P01420791 | PTIN |
| Phone | 8629466100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,052,106 | 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 | $505,212 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $918,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $918,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,218,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,752 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,503,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $998,593 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $281,000 | 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 | $281,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,768 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,768 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $405 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $405 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,571 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,858 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,975 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $19,544 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $73,269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $73,269 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,947 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $86,114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $633,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $503,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $723,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $593,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $780,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $906,671 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,026 | CashBOYAmt |
| Cash EOY | $32,681 | CashEOYAmt |
| Cash EOYFMV | $32,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $555,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $575,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $575,886 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $416,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $416,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $416,302 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,737,584 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,014,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,014,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,910,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,122,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,122,973 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,270,191 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,272,546 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,890,251 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,919,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,434,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,052,106 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,576 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,663 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,233,574 | GrantsPayableBOYAmt |
| Grants Payable EOY | $869,257 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,278,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $919,920 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,641,569 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,514,481 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,641,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,514,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,919,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,434,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,641,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $780,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $128,382 | OtherIncreasesAmt |
| Subtotal | $22,550,163 | SubtotalAmt |
| Other Decreases | $35,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,514,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SECURITIES | $13,178,390 | $13,139,010 | $39,380 | $39,380 |
| CAPITAL GAINS DIVIDENDS | $40,372 | $40,372 | $40,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $590 | EsPenaltyAmt |
| Overpayment | $1,807 | OverpaymentAmt |
| Applied To ES Tax | $1,807 | 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 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003327952 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CLOVE RD 5TH FL | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | 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 | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SUZANNE FISHER | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE GELLER | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MONICA MUHART | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JUDITH SOBOL | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | EXECUTIVE DIRECTOR | 40.00 | $79,000 | $0 | $0 |
| RYAN FISHER | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | VICE PRESIDENT | 40.00 | $202,000 | $0 | $0 |
| KIMBERLY FETRIDGE | ||||||||
| 150 CLOVE ROAD - 5TH FLOOR | LITTLE FALLS | NJ | 07424 | DIRECTOR | 5.00 | $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 | $17,009,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,166,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,175,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,175,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $302,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,873,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $993,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $993,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,603 | TotalTaxAmt |
| Distributable Before Adj | $981,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $981,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $981,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $593,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $593,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $981,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $678,122 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $678,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $593,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $593,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $387,094 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $387,094 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $291,028 | 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 | $291,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $291,028 | ExcessFromYear3Amt |
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 (5 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 FEDERATION OF ARTS | ||||||||
| 305 E 47TH STREET 10TH FL | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL CONTRIBUTION | $15,000 | |
| HOSPICE OF WESTCHESTER | ||||||||
| 1025 WESTCHESTER AVENUE SUITE 200 | WHITE PLAINS | NY | 10604 | N/A | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| MEDIA CARES FOUNDATION | ||||||||
| 603 W 115TH STREET PMB 371 | NEW YORK | NY | 10025 | N/A | PUBLIC | GENERAL CONTRIBUTION | $35,000 | |
| NY PRESBYTERIAN HOSPITAL | ||||||||
| 654 WEST 170TH ST | NEW YORK | NY | 10032 | N/A | PUBLIC | GENERAL CONTRIBUTION | $20,000 | |
| UCLA WOMEN'S HEALTH CENTER | ||||||||
| UCLA DEVELOPMENT 10920 WILSHIRE | LOS ANGELES | CA | 900246516 | N/A | PUBLIC | GENERAL CONTRIBUTION | $10,000 | BLVD SUITE 1400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $918,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $998,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $998,593 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| AMETHYST LLC | |||||||
| 1 | C/O WEAVER AND TIDWELL LLP ONE PENN | NEW YORK | NY | 10119 | $327,212 | Yes (X) | |
| AMETHYST LLC | |||||||
| 2 | C/O WEAVER AND TIDWELL LLP ONE PENN | NEW YORK | NY | 10119 | $178,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | IN-KIND | NoncashPropertyDesc |
| Fair Market Value | $327,212 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,571 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,858 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,014,013 | EOYBookValueAmt |
| EOYFMV | $6,014,013 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $416,302 | EOYBookValueAmt |
| EOYFMV | $416,302 | 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 | $8,188,472 | $8,188,472 |
| HEDGE FUND | AT COST | $317,477 | $317,477 |
| CERTIFICATES OF DEPOSIT | AT COST | $4,617,024 | $4,617,024 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $405 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $405 | 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 | $28,790,500 |
| SECURITY DEPOSIT | $3,681 | $3,681 | $3,681 |
| INTEREST AND DIVIDENDS RECEIVABLE | $89,483 | $91,838 | $91,838 |
| PREPAID EXPENSES | $4,232 | $4,232 | $4,232 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRESENT VALUE DISCOUNT- CONTRIBUTIONS PAYABLE | Desc |
| Amt | $35,682 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $80,947 | $80,947 | $0 | $0 |
| ART EXHIBITIONS | $41,320 | $0 | $0 | $41,320 |
| OFFICE EXPENSES | $37,920 | $0 | $0 | $37,920 |
| INSURANCE | $5,496 | $0 | $0 | $5,496 |
| COMPUTER EXPENSES | $1,378 | $0 | $0 | $1,378 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED(GAIN) - INVESTMENTS | Desc |
| Amt | $128,382 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FILING FEES | $100 | $0 | $0 | $100 |
| PAYROLL TAXES | $19,444 | $0 | $0 | $19,444 |
| FEDERAL EXCISE TAX | $10,975 | $10,975 | $0 | $0 |