SOCIOLOGICAL ABSTRACTS INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOCIOLOGICAL ABSTRACTS INC (EIN 11-2000581)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-03
IRS object ID
202312769349100626
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-03T16:19:51-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112000581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIOLOGICAL INITIATIVES FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O GMA FOUNDATIONSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone6174267080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN GREENBAUMPersonNm
Person TitleCURRENT PRESIDENTPersonTitleTxt
Phone6174267080PhoneNum
Signature2023-10-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastGREENBAUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE BORGONZIPreparerPersonNm
PTINP01269879PTIN
Phone6172276161PhoneNum
Preparation2023-09-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,188,906FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$966InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$966InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$89,222DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,567DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$439,392NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,217,430GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$439,392CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$593OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$593OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$530,173TotalRevAndExpnssAmt
Total Net Invst Incm$529,518TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$18,750CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$51,926OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,426OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,906OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,641OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$265OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$90,082TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,567TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,515TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,992ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,992ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,074TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,567TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$226,507TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$240,099ExcessRevenueOverExpensesAmt
Net Investment Income$474,951NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,733CashBOYAmt
Cash EOY$93,125CashEOYAmt
Cash EOYFMV$93,125CashEOYFMVAmt
Sav And Temp Cash Invst BOY$203,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271,079SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271,079SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$818,184USGovernmentObligationsBOYAmt
US Government Obligations EOY$783,066USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$783,066USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,967,643CorporateStockBOYAmt
Corporate Stock EOY$3,136,092CorporateStockEOYAmt
Corporate Stock EOYFMV$3,136,092CorporateStockEOYFMVAmt
Corporate Bonds BOY$724,550CorporateBondsBOYAmt
Corporate Bonds EOY$575,778CorporateBondsEOYAmt
Corporate Bonds EOYFMV$575,778CorporateBondsEOYFMVAmt
Other Investments BOY$134,365OtherInvestmentsBOYAmt
Other Investments EOY$329,766OtherInvestmentsEOYAmt
Other Investments EOYFMV$329,766OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,886,669TotalAssetsBOYAmt
Total Assets EOY$5,188,906TotalAssetsEOYAmt
Total Assets EOYFMV$5,188,906TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,886,669RetainedEarningBOYAmt
Retained Earning EOY$5,188,906RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,886,669TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,188,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,886,669TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,188,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,886,669TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$240,099ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,126,768SubtotalAmt
Other Decreases$937,862OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,188,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,217,430GrossSalesPriceAmt
Cost Or Other Basis$778,038CostOrOtherBasisAmt
Gain Or Loss$439,392GainOrLossAmt
Gains Minus Excess Or Losses$439,392GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$439,392CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,602InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,602SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,602TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,239EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,739TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,137OverpaymentAmt
Applied To ES Tax$7,137AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SIFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksGMA FOUNDATIONSIndividualWithBooksNm
Phone6174267080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE NO 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLENN JACOBS PASSED AWAY 12022
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109PRESIDENT0.50$5,000$0$0
BARBARA FREED
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109V.P./TREASURER0.50$5,000$0$0
RAMONA HERNANDEZ
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109DIRECTOR0.50$5,000$0$0
SUSAN GREENBAUM
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109PRES (APPT 2/22)/SECRETARY (FULL YEAR)0.50$5,000$0$0
JONATHAN GAYLES
C/O GMA FOUNDATIONS 2 LIBERTYSQUARE STE 500BOSTONMA02109DIRECTOR0.50$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,030,762AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$263,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,293,821TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,293,821AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,407CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,214,414NetVlNoncharitableAssetsAmt
Minimum Investment Return$260,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$260,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,602TaxBasedOnInvestmentIncomeAmt
Total Tax$6,602TotalTaxAmt
Distributable Before Adj$254,119DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$254,119DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$254,119DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$226,507ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$226,507QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$254,119DistributableAsAdjustedAmt
Undistributed Income PY$176,494UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$226,507QualifyingDistributionsAmt
Applied To Year1$176,494AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,013AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$204,106UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPRENTICE ZINNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O GMA FOUNDATIONS 2 LIBERTYAddressLine1Txt
Address Line2SQUARE SUITE 500AddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173913091RecipientPhoneNum
Recipient Email AddressPZINN@GMAFOUNDATIONS.CORecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT THEIR CONCEPT APPLICATION ONLINE VIA THE FOUNDATION'S WEBSITE (PAGE 5, PART VII-A OF FORM 990-PF). NO E-MAIL OR PAPER APPLICATIONS WILL BE ACCEPTED. THE FOUNDATION NOTIFIES APPLICANTS WHO HAVE SUBMITTED CONCEPT APPLICATIONS IF THEIR PRELIMINARY REQUEST HAS BEEN ACCEPTED BY THE TRUSTEES AND A FULL PROPOSAL WILL BE CONSIDERED. GENERAL INSTRUCTIONS AND AN APPLICATION FORM WILL BE SENT OUT WITH THE LETTER OF NOTIFICATION. FROM TIME TO TIME, THE TRUSTEES REVIEW THESE GUIDELINES AND MAY MAKE CHANGES WITHOUT NOTICE.FormAndInfoAndMaterialsTxt
Submission DeadlinesCONCEPT PROPOSALS-JUNE 30; FULL PROPOSAL-SEPTEMBER 15; GRANTS AWARDED-NOVEMBERSubmissionDeadlinesTxt
Restrictions On AwardsGRANT RECIPIENTS SHOULD WAIT ONE YEAR BEFORE SUBMITTING A NEW REQUEST. ORGANIZATIONS WHOSE CONCEPT APPLICATIONS OR FULL PROPOSALS ARE DENIED MAY RE-APPLY AFTER ONE FULL YEAR FROM THE DATE OF THE NOTIFICATION OF THE DENIAL. THE FOUNDATION WILL NOT CONSIDER PROPOSALS THAT: 1) REPRESENT THE WORK OF A LONE ACADEMIC WITHOUT AN ONGOING PARTNERSHIP WITH A COMMUNITY ORGANIZATION; 2) DO NOT DEMONSTRATE THE CAPACITY OR INTENT TO CARRY OUT BONA FIDE RESEARCH, AS INDICATED BY EITHER A PAST TRACK RECORD OR A CREDENTIALED RESEARCH PARTNER; 3) ARE LED BY GOVERNMENT/MUNICIPAL AGENCIES; 4) RESULT ONLY IN REPORTS, PUBLICATIONS, WEBSITES, GATHERINGS, FILMS, THEATRICAL PRODUCTIONS, CONCERTS, CONFERENCES, OR THE LIKE THAT ARE NOT PART OF A LARGER EXPLICIT SOCIAL CHANGE STRATEGY; 5) ONLY EVALUATE EXISTING PROGRAMS. PROGRAM EVALUATION IS NOT A PRIORITY; AND 6) REQUEST FUNDS FOR OPERATING SUPPORT OR CAPITAL GRANTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANNABIS EQUITY & INCLUSION COMMUNITY
801 S LAS VEGAS BLVDLAS VEGASNV89101N/APCPROGRAM SUPPORT$20,000
COMMUNITY GROUP
857 WOODROW RDCHRISTIANSBURGVA24073N/APCPROGRAM SUPPORT$20,000
EAST NEW YORK COMMUNITY LAND TRUST
2966 FULTON STBROOKLYNNY11208N/APCPROGRAM SUPPORT$20,000
FREE MIGRATION PROJECT
150 CECIL B MOORE AVE STE 203PHILADELPHIAPA19122N/APCPROGRAM SUPPORT$20,000
KOREAN AMERICAN CIVIC ENPOWERMENT
163-10 NORTHERN BLVD STE 307FLUSHINGNY11358N/APCPROGRAM SUPPORT$20,000
OUT IN THE OPEN
PO BOX 1685BRATTLEBOROVT05302N/APCPROGRAM SUPPORT$20,000
PUBLIC ADVOCATES IN COMMUNITY RE-ENTRY
2855 NORTH KEYSTONE AVE STE 170INDIANAPOLISIN46218N/APCPROGRAM SUPPORT$20,000
SAN DIEGO HOUSING FEDERATION
3939 IOWA STREET STE 1SAN DIEGOCA92104N/APCPROGRAM SUPPORT$20,000
UNIVERSITY OF OREGON
1291 UNIVERSITY OF OREGONEUGENEOR97403N/APCPROGRAM SUPPORT$19,992
UNIVERSITY OF TENNESSEE
901 MCCLUNG TOWERKNOXVILLETN37996N/APCPROGRAM SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,992TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$966ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,222ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$593ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$439,392ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$530,173ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$530,173TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS - CHARLES SCHWAB$480,114$480,114
CORPORATE BONDS - US BANK$95,664$95,664

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK - CHARLES SCHWAB$1,102,974$1,102,974
CORPORATE STOCK - US BANK$2,033,118$2,033,118

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$783,066USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$783,066USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - US BANKFMV$103,409$103,409
REIT - CHARLES SCHWABFMV$10,319$10,319
MORTGAGE POOLS - CHARLES SCHWABFMV$231$231
MUTUAL FUNDS - CHARLES SCHWABFMV$215,807$215,807

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$937,862Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$265$0$265
AMORTIZATON EXPENSE ON INVESTMENTS$3,618$3,618$0
ADR FEES$23$23$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT LITIGATION SETTLEMENTSDesc
Revenue And Expenses Per Books$593RevenueAndExpensesPerBooksAmt
Net Investment Income$593NetInvestmentIncomeAmt
Adjusted Net Income$593AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT ADMINISTRATION$7,500$0$7,500
INVESTMENT MANAGEMENT$44,426$44,426$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$9,000$0$0
FOREIGN TAXES PAID ON DIVIDENDS$250$250$0

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