2023-10-03T16:19:51-05:00 2022-11-30 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2021-12-01 112000581 SOCIOLOGICAL INITIATIVES FOUNDATION INC C/O GMA FOUNDATIONS SOCI 6174267080 2 LIBERTY SQUARE 500 BOSTON MA 02109 SUSAN GREENBAUM CURRENT PRESIDENT 6174267080 2023-10-03 1 SUSAN GREENBAUM 999009999 EUGENE BORGONZI P01269879 6172276161 2023-09-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 5188906 X X 966 966 89222 88567 439392 1217430 439392 593 593 530173 529518 25000 6250 18750 51926 44426 7500 9250 250 0 3906 3641 265 90082 54567 26515 199992 199992 290074 54567 226507 240099 474951 38733 93125 93125 203194 271079 271079 818184 783066 783066 3967643 3136092 3136092 724550 575778 575778 134365 329766 329766 5886669 5188906 5188906 0 0 X 0 0 0 0 5886669 5188906 5886669 5188906 5886669 5188906 5886669 240099 0 6126768 937862 5188906 SALE OF PUBLICLY TRADED SECURITIES 1217430 778038 439392 439392 439392 6602 0 6602 0 6602 6239 0 7500 0 13739 0 7137 7137 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.SIFOUNDATION.ORG GMA FOUNDATIONS 6174267080 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLENN JACOBS PASSED AWAY 12022 C/O GMA FOUNDATIONS 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 PRESIDENT 0.50 5000 0 0 BARBARA FREED C/O GMA FOUNDATIONS 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 V.P./TREASURER 0.50 5000 0 0 RAMONA HERNANDEZ C/O GMA FOUNDATIONS 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 DIRECTOR 0.50 5000 0 0 SUSAN GREENBAUM C/O GMA FOUNDATIONS 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 PRES (APPT 2/22)/SECRETARY (FULL YEAR) 0.50 5000 0 0 JONATHAN GAYLES C/O GMA FOUNDATIONS 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 DIRECTOR 0.50 5000 0 0 NONE 0 NONE 0 0 5030762 263059 0 5293821 0 0 5293821 79407 5214414 260721 260721 6602 6602 254119 0 254119 0 254119 226507 0 226507 254119 176494 0 0 226507 176494 0 0 50013 0 0 0 0 0 0 0 0 204106 0 0 0 PRENTICE ZINN C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 6173913091 PZINN@GMAFOUNDATIONS.CO APPLICANTS 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. CONCEPT PROPOSALS-JUNE 30; FULL PROPOSAL-SEPTEMBER 15; GRANTS AWARDED-NOVEMBER GRANT 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. CANNABIS EQUITY & INCLUSION COMMUNITY 801 S LAS VEGAS BLVD LAS VEGAS NV 89101 N/A PC PROGRAM SUPPORT 20000 COMMUNITY GROUP 857 WOODROW RD CHRISTIANSBURG VA 24073 N/A PC PROGRAM SUPPORT 20000 EAST NEW YORK COMMUNITY LAND TRUST 2966 FULTON ST BROOKLYN NY 11208 N/A PC PROGRAM SUPPORT 20000 FREE MIGRATION PROJECT 150 CECIL B MOORE AVE STE 203 PHILADELPHIA PA 19122 N/A PC PROGRAM SUPPORT 20000 KOREAN AMERICAN CIVIC ENPOWERMENT 163-10 NORTHERN BLVD STE 307 FLUSHING NY 11358 N/A PC PROGRAM SUPPORT 20000 OUT IN THE OPEN PO BOX 1685 BRATTLEBORO VT 05302 N/A PC PROGRAM SUPPORT 20000 PUBLIC ADVOCATES IN COMMUNITY RE-ENTRY 2855 NORTH KEYSTONE AVE STE 170 INDIANAPOLIS IN 46218 N/A PC PROGRAM SUPPORT 20000 SAN DIEGO HOUSING FEDERATION 3939 IOWA STREET STE 1 SAN DIEGO CA 92104 N/A PC PROGRAM SUPPORT 20000 UNIVERSITY OF OREGON 1291 UNIVERSITY OF OREGON EUGENE OR 97403 N/A PC PROGRAM SUPPORT 19992 UNIVERSITY OF TENNESSEE 901 MCCLUNG TOWER KNOXVILLE TN 37996 N/A PC PROGRAM SUPPORT 20000 199992 0 14 966 14 89222 14 593 18 439392 0 530173 0 530173 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS - CHARLES SCHWAB 480114 480114 CORPORATE BONDS - US BANK 95664 95664 CORPORATE STOCK - CHARLES SCHWAB 1102974 1102974 CORPORATE STOCK - US BANK 2033118 2033118 783066 783066 0 0 MUTUAL FUNDS - US BANK FMV 103409 103409 REIT - CHARLES SCHWAB FMV 10319 10319 MORTGAGE POOLS - CHARLES SCHWAB FMV 231 231 MUTUAL FUNDS - CHARLES SCHWAB FMV 215807 215807 UNREALIZED LOSS ON INVESTMENTS 937862 BANK SERVICE CHARGES 265 0 265 AMORTIZATON EXPENSE ON INVESTMENTS 3618 3618 0 ADR FEES 23 23 0 INVESTMENT LITIGATION SETTLEMENTS 593 593 593 GRANT ADMINISTRATION 7500 0 7500 INVESTMENT MANAGEMENT 44426 44426 0 FEDERAL EXCISE TAX 9000 0 0 FOREIGN TAXES PAID ON DIVIDENDS 250 250 0