IRIS & B GERALD CANTOR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IRIS & B GERALD CANTOR FOUNDATION (EIN 13-6227347)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101138
- Schema version
- 2015v2.1
- 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 | 2016-11-15T10:10:57-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 5335 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 5335 | 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 | 2016-11-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,806,659 | 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 | $279,403 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $591,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $591,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$154,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,732,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $758,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $591,725 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | 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 | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,875 | 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 | $56,875 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,003 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,003 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $828 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $828 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,938 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,938 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $41,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $41,757 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $39,954 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $39,954 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $142,443 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $142,443 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,963 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $635,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $564,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $546,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $546,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,181,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,110,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$423,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $520,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,452,618 | CashBOYAmt |
| Cash EOY | $4,764,681 | CashEOYAmt |
| Cash EOYFMV | $4,764,681 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $26,880 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,956 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,956 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,245,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,547,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,578,784 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,115,123 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,162,286 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,295,273 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,967,685 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,952,125 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,818,174 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $59,337 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,337 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,248,975 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,176,086 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,338,791 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,056,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,613,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,806,659 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,891 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $14,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,041,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,613,482 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,041,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,613,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,056,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,613,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,041,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$423,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,021 | OtherIncreasesAmt |
| Subtotal | $25,626,769 | SubtotalAmt |
| Other Decreases | $13,287 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,613,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SECURITIES | P | 2015-01-01 | 2015-12-31 | $1,371,195 | $1,408,249 | -$37,054 | -$37,054 |
| SECURITIES | P | 2014-01-01 | 2015-12-31 | $4,361,558 | $4,479,421 | -$117,863 | -$117,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$154,917 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $852,289 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,930,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $538,342 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,056,270 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024408 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $910,216 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,385,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,637,988 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,361,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,613,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,369,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075524 | DistributionYr5Rt |
| Total Distribution | 0.252704 | TotalDistributionRt |
| Average Distribution | 0.050541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,560,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,089,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,094,902 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,110,958 | 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 | $5,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,209 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,209 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Overpayment | $10,955 | OverpaymentAmt |
| Applied To ES Tax | $10,955 | 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 | 2126955003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 5335 | 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 |
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 | ||||||||
| 155 US HIGHWAY 46 | WAYNE | NJ | 07470 | 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 | $122,500 | $0 | $0 |
| RYAN FISHER | ||||||||
| 5455 WILSHIRE BLVD STE 1601 | LOS ANGELES | CA | 90036 | VICE PRESIDENT | 40.00 | $67,500 | $0 | $0 |
| KIMBDERLY 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 | $56,875 | 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 | $17,280,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,608,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,888,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,888,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,560,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,078,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,078,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,207 | TotalTaxAmt |
| Distributable Before Adj | $1,072,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,072,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,072,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,110,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,110,958 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,207 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,105,751 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,072,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $620,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $536,043 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,156,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,110,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,072,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,135 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,194,466 | 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 | $620,288 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $574,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $536,043 | ExcessFromYear4Amt |
| Excess From Current Year | $38,135 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||||||
| 500 5TH AVE SUITE 2540 | NEW YORK | NY | 10110 | N/A | PUBLIC | GENERAL CONTRIBUTION | $50,000 | ||||
| PUBLIC ART FUND | |||||||||||
| 1 E 53RD STREET 5TH FL | NEW YORK | NY | 10022 | N/A | PUBLIC | GENERAL CONTRIBUTION | $500 | ||||
| BROOKLYN MUSEUM OF ARTS | |||||||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | N/A | PUBLIC | GENERAL CONTRIBUTION | $125,000 | ||||
| COLLEGE OF THE HOLY CROSS | |||||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | N/A | PUBLIC | GENERAL CONTRIBUTION | $10,000 | ||||
| EXPLORING THE ARTS | |||||||||||
| 16 W 23RD STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL CONTRIBUTION | $25,000 | ||||
| GONZAGA UNIVERSITY | |||||||||||
| 502 E BOONE AVE | SPOKANE | WA | 99258 | 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 | ||||
| UCLA WOMEN'S HEALTH CENTER | |||||||||||
| 100 MEDICAL PLZA DRIVEWAY 250 | LOS ANGELES | CA | 90024 | N/A | PUBLIC | GENERAL CONTRIBUTION | $25,000 | ||||
| MUSEE RODIN | |||||||||||
| N/A | PUBLIC | GENERAL CONTRIBUTION | $250,000 | 79 RUE DE VARENNE | PARIS | PARIS | FR | ||||
| SKOWHEGAN | |||||||||||
| 136 E 22ND STREET | NEW YORK | NY | 10011 | N/A | PUBLIC | GENERAL CONTRIBUTION | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $546,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $591,725 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $42,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$154,917 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $436,808 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $479,418 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST INCOME FROM INVESTMENTS IN SECURITIES |
| 7 | ORDINARY AND LONG TERM CAPITAL GAIN DISTRIBUTIONS INCOME FROM INVESTMENTS IN SECURITIES |
| 8 | GAIN FROM SALES OF SECURITIES |
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 BT CO LLP ONE PENN PLAZA STE 53 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $278,989 | TotalContributionsAmt |
| Payroll Contribution | Yes (X) | PayrollContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,938 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,938 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES, BONDS & MUTUAL FUNDS | BondNm |
| EOY Book Value | $12,162,286 | EOYBookValueAmt |
| EOYFMV | $11,295,273 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $3,547,348 | EOYBookValueAmt |
| EOYFMV | $3,578,784 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $1,614,207 | $1,519,074 |
| PARTNERSHIPS | AT COST | $337,918 | $299,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $828 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $828 | 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 | $27,335,500 |
| ACCRUED INTEREST PURCHASED | $74,444 | $0 | $0 |
| ACCRUED INTEREST RECEIVABLE | $1,736 | $0 | $0 |
| SECURITY DEPOSIT | $0 | $3,291 | $3,291 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) - INVESTMENTS | $13,240 |
| PENALTIES | $47 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $70,963 | $70,963 | $0 | $0 |
| EXHIBITIONS | $2,500 | $0 | $0 | $2,500 |
| ART RELATED EXPENSES | $14,684 | $0 | $0 | $14,684 |
| ADVERTISING | $3,650 | $0 | $0 | $3,650 |
| PARKING | $5,673 | $0 | $0 | $5,673 |
| POSTAGE & SHIPPING | $688 | $0 | $0 | $688 |
| TELPPHONE | $3,820 | $0 | $0 | $3,820 |
| OFFICE EXPENSES & SUPPLIES | $3,548 | $0 | $0 | $3,548 |
| INSURANCE | $8,644 | $0 | $0 | $8,644 |
| DUES & SUBSCRIPTION | $871 | $0 | $0 | $871 |
| REPAIRS | $1,333 | $0 | $0 | $1,333 |
| WEBSITE & COMPUTER EXPENSES | $6,749 | $0 | $0 | $6,749 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXHIBITION FEES | Desc |
| Revenue And Expenses Per Books | $42,610 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Amt | $8,021 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $17 | $17 | $0 | $0 |
| NY STATE FILING FEES | $750 | $0 | $0 | $750 |
| CA STATE FILING FEES | $85 | $0 | $0 | $85 |
| FEDERAL EXCISE TAXES | $21,497 | $0 | $0 | $21,497 |
| PAYROLL TAXES | $19,111 | $0 | $0 | $19,111 |
| CORPORATION FILING FEES | $314 | $0 | $0 | $314 |