SER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SER FAMILY CHARITABLE FOUNDATION (EIN 26-2875287)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202443119349101839
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T14:18:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262875287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SER FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERF | BusinessNameControlTxt |
| Phone | 7814611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI E REDSTONE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814611600 | PhoneNum |
| Signature | 2024-11-01 | 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 | MICHAEL D SZYMKOWIAK | PreparerPersonNm |
| PTIN | P01785461 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,572,018 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,180 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $516,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $516,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $354,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,876,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $354,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $873,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $873,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,447 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,447 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $441,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,346 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $336,543 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $673 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $360,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $966,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $966,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,439,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,327,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$565,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $761,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,689 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,073 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $14,616,497 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,133,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,422,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,828,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,282,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,572,018 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $14,828,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,282,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,828,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,282,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,828,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,282,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,828,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$565,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,699 | OtherIncreasesAmt |
| Subtotal | $14,283,191 | SubtotalAmt |
| Other Decreases | $209 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,282,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FROM K-1 - THE FEMALE FOUNDS FUND, L.P. | P | 2023-12-31 | $1,719 | $1,719 | $1,719 | |
| MERRILL LYNCH #4018 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $3,767,807 | -$8,419 | -$8,419 | $3,776,226 |
| MERRILL LYNCH #4018 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $2,107,185 | $361,375 | $361,375 | $1,745,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $354,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,477 | 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 | $19,477 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,891 | OverpaymentAmt |
| Applied To ES Tax | $8,891 | 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 | MA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SHARI E REDSTONE TRUSTEE | IndividualWithBooksNm |
| Phone | 7814611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI E REDSTONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEAM FIRST LLC | |||||
| 3131 CAMINO DEL RIO N STE 650 | SAN DIEGO | CA | 92108 | GRANT MANAGEMENT | $327,359 |
| MERRILL LYNCH | |||||
| 9595 WILSHIRE BLVD STE 1000 | BEVERLY HILLS | CA | 90212 | INVESTMENT MANAGEMENT | $105,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,154,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,276,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,276,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,032,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $801,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $801,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,586 | TotalTaxAmt |
| Distributable Before Adj | $791,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $791,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $791,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,327,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,327,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $791,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,070,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,147,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,880 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,448,270 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,382,515 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,195,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,327,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $791,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $536,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,731,416 | 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 | $1,070,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,661,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,147,500 | ExcessFromYear4Amt |
| Excess From Year3 | $146,880 | ExcessFromYear3Amt |
| Excess From Year2 | $1,448,270 | ExcessFromYear2Amt |
| Excess From Year1 | $1,382,515 | ExcessFromYear1Amt |
| Excess From Current Year | $536,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARI E REDSTONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7814611600 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER | |||||||
| 636 BROADWAY 618 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W SECOND ST | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL | $2,656 |
| BOSTON UNIVERSITY HILLEL | |||||||
| 11 ROLLING LANE | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CHABAD AT COLUMBIA INC | |||||||
| 625 W 113TH ST | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 2121 W TEMPLE ST | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WAY | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| DREAM FOR FUTURE AFRICA FOUNDATION | |||||||
| 10960 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL | $85,000 |
| HERMAN LEVERN JONES THEATRE SOUTH INC | |||||||
| 1019 SKINNER PARKWAY BUILDING A 124 | ST LOUIS | MO | 63112 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LAPPIN FOUNDATION | |||||||
| 100 CUMMINGS CENTER SUITE 220G | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL | $7,473 |
| MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| MICHAEL LEVIN LONE SOLDIER FOUNDATION | |||||||
| 510 BROADHOLLOW RD SUITE 300 | MELVILLE | NY | 11747 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| NE'EMAN FOUNDATION | |||||||
| 867 BOYLSTON ST 5TH FLOOR 1342 | BOSTON | MA | 02216 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| NEW ENGLAND BLACKS IN PHILANTHROPY | |||||||
| 101 FEDERAL STREET SUITE 1900 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| RENNIE CENTER FOR EDUCATION RESEARCH AND POLICY | |||||||
| 45 TEMPLE PL | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL | $275,500 |
| ROXBURY COMMUNITY COLLEGE FOUNDATION | |||||||
| 1234 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL | $350,000 |
| THE 92ND STREET NURSERY SCHOOL | |||||||
| 1395 LEXINGTON AVE 6TH FLOOR | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $966,629 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,180 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $354,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $873,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $873,655 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,340 | Amt |
| Net Investment Income | $5,670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,670 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THE FEMALE FOUNDERS FUND, LP | AT COST | $20,852 | $20,852 |
| MERRILL LYNCH AC 4017 | AT COST | $1,046,460 | $1,479,695 |
| MERRILL LYNCH AC 4018 | AT COST | $13,066,597 | $14,922,398 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,447 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,447 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $209 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS THROUGH | Desc |
| Revenue And Expenses Per Books | $371 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $371 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $423 |
| TIMING DIFFERENCES | $17,775 |
| NON TAXABLE INCOME | $2,501 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - MERRILL LYNCH #4017 | $150 | $150 | $0 |
| INVESTMENT FEES - MERRILL LYNCH #4018 | $105,196 | $105,196 | $0 |
| OTHER PROFESSIONAL FEES | $9,184 | $0 | $9,184 |
| GRANT MANAGEMENT - TEAM FIRST, LLC | $327,359 | $0 | $327,359 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $673 | $673 | $0 |
| FEDERAL EXTENSION | $5,000 | $0 | $5,000 |