SER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SER FAMILY CHARITABLE FOUNDATION (EIN 26-2875287)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349102451
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T14:47:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331756852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 262875287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDSTONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDS | BusinessNameControlTxt |
| Phone | 7814611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67017 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024679998 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI E REDSTONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7814611600 | PhoneNum |
| Signature | 2025-11-11 | 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 | 2025-11-11 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,603,432 | 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 | $2,340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,340 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $539,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $539,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $665,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,668,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $665,208 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,207,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,207,520 | 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 | $8,979 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,489 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,490 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,367 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,684 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,683 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $598,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $502,336 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $826 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,500 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $634,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $529,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,207,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,207,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,842,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,736,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$635,213 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,101,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,231 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,231 | 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 | $14,133,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,348,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,316,201 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,282,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,635,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,603,432 | 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 | $14,282,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,635,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,282,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,635,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,282,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,635,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,282,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$635,213 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,647,769 | SubtotalAmt |
| Other Decreases | $12,132 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,635,637 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #4018 - PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $454,219 | $423,424 | $30,795 | $30,795 |
| MERRILL LYNCH #4018 - PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $3,206,489 | $2,580,258 | $626,231 | $626,231 |
| FROM K-1 - THE FEMALE FOUNDAERS FUND, LP | P | 2024-12-31 | $8,182 | $8,182 | $8,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $665,208 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,891 | 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 | $25,891 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,577 | OverpaymentAmt |
| Applied To ES Tax | $10,577 | 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 PRESIDENT | IndividualWithBooksNm |
| Phone | 7814611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67017 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024679998 | 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 | PO BOX 67017 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024679998 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | 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 (3 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 | $382,769 |
| MERRILL LYNCH | |||||
| 9595 WILSHIRE BLVD STE 1000 | BEVERLY HILLS | CA | 90212 | INVESTMENT MANAGEMENT | $95,446 |
| AH LEVY & CO LLC | |||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | PROFESSIONAL SERVICES | $62,931 |
| 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 | $15,631,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,811,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,811,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,573,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $778,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $778,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,314 | TotalTaxAmt |
| Distributable Before Adj | $763,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $763,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $763,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,736,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,736,953 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,147,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $146,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,448,270 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,382,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $536,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,661,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,736,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $763,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $973,568 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,634,984 | 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 | $1,147,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,487,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,880 | ExcessFromYear4Amt |
| Excess From Year3 | $1,448,270 | ExcessFromYear3Amt |
| Excess From Year2 | $1,382,515 | ExcessFromYear2Amt |
| Excess From Year1 | $536,251 | ExcessFromYear1Amt |
| Excess From Current Year | $973,568 | 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 | PO BOX 67017 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024679998 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUILDING RELATIONSHIPS INC | ||||||||
| 23179 TELEGRAPH RD | SOUTHFIELD | MI | 48033 | NONE | PUBLIC CHARITY | GENERAL | $2,700 | |
| 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 | $50,000 | |
| GET CONNECTED | ||||||||
| 815 N CHURCH STREET | ROCKFORD | IL | 61103 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| GIFT OF LIFE | ||||||||
| 5901 BROKEN SOUND PARKWAY NW SUITE | BOCA RATON | FL | 33487 | NONE | PUBLIC CHARITY | GENERAL | $18,000 | 600 |
| JEWISH GRADUATE STUDENT INITIATIVE | ||||||||
| 407 N MAPLE DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL | $250,000 | |
| LA'ARETZ FOUNDATION | ||||||||
| 2 BLUE SLIP | BROOKLYN | NY | 11222 | NONE | PUBLIC CHARITY | GENERAL | $7,900 | |
| MERIT SPREAD FOUNDATION INC | ||||||||
| 80 STATE STREET | ALBANY | NY | 12207 | NONE | PUBLIC CHARITY | GENERAL | $350,000 | |
| MICHAEL LEVIN LONE SOLDIER FOUNDATION | ||||||||
| 510 BROADHOLLOW RD SUITE 300 | MELVILLE | NY | 11747 | NONE | PUBLIC CHARITY | GENERAL | $35,000 | |
| PARTNERS OF THE AMERICAS | ||||||||
| 1424 K ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $1,895 | |
| ROXBURY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1234 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL | $125,000 | |
| SOCIAL CAPITAL INC | ||||||||
| 400 W CUMMINGS PARK SUITE 412 | WOBURN | MA | 01801 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| THE JEWISH FEDERATION LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| THE KAHAL KADOSH BETH ELOHIM SYNAGOGUE | ||||||||
| 90 HASELL ST | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | GENERAL | $1,800 | |
| TIKVAH FOUNDATION | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL | $232,649 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL | $18,000 | |
| WRAP WOMEN FOUNDATION | ||||||||
| 2260 S CENTINELA AVE | LOS ANGELES | CA | 900641007 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,207,944 | 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 | $2,340 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $665,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,207,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,207,520 | 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 | $9,367 | Amt |
| Net Investment Income | $4,684 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,683 | 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 | $21,076 | $21,076 |
| MERRILL LYNCH AC 4017 | AT COST | $1,046,460 | $1,046,492 |
| MERRILL LYNCH AC 4018 | AT COST | $12,280,870 | $14,248,633 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,979 | LegalFeesAmt |
| Net Investment Income | $4,489 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,490 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $12,132 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - MERRILL LYNCH #4017 | $240 | $240 | $0 |
| INVESTMENT FEES - MERRILL LYNCH #4018 | $95,206 | $95,206 | $0 |
| OTHER PROFESSIONAL FEES | $62,931 | $0 | $62,931 |
| GRANT MANAGEMENT - TEAM FIRST, LLC | $439,405 | $0 | $439,405 |
| OTHER PARTNERSHIP DEDUCTIONS | $335 | $335 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $826 | $826 | $0 |
| FEDERAL TAXES PAID | $17,000 | $0 | $17,000 |
| MASSACHUSETTS FILING FEE | $500 | $0 | $500 |