SOCIOLOGICAL ABSTRACTS INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SOCIOLOGICAL ABSTRACTS INC (EIN 11-2000581)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-10-05
IRS object ID
201812789349100706
Schema version
2016v3.0
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)
Return2018-10-05T15:21:01-05:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND 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 Begin2016-12-01TaxPeriodBeginDt

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 NO 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLENN JACOBSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174267080PhoneNum
Signature2018-10-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT KAPLOWITCHPreparerPersonNm
PTINP00002440PTIN
Phone6172276161PhoneNum
Preparation2018-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,763,239FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$36,187InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36,187InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$57,681DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$248,844NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,322,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$248,844CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$58OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$58OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$342,770TotalRevAndExpnssAmt
Total Net Invst Incm$342,770TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,925AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,925AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$55,117OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,760OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$21,357OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,361TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,590TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,771TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$885OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$870OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,713TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,923TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,641ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,641ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$118,416ExcessRevenueOverExpensesAmt
Net Investment Income$300,480NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$95,502CashBOYAmt
Cash EOY$120,907CashEOYAmt
Cash EOYFMV$120,907CashEOYFMVAmt
Sav And Temp Cash Invst BOY$184,226SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$181,024SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$181,024SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$532,161USGovernmentObligationsBOYAmt
US Government Obligations EOY$550,116USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$550,116USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,965,610CorporateStockBOYAmt
Corporate Stock EOY$3,124,691CorporateStockEOYAmt
Corporate Stock EOYFMV$3,124,691CorporateStockEOYFMVAmt
Corporate Bonds BOY$438,159CorporateBondsBOYAmt
Corporate Bonds EOY$657,718CorporateBondsEOYAmt
Corporate Bonds EOYFMV$657,718CorporateBondsEOYFMVAmt
Other Investments BOY$161,976OtherInvestmentsBOYAmt
Other Investments EOY$128,783OtherInvestmentsEOYAmt
Other Investments EOYFMV$128,783OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,377,634TotalAssetsBOYAmt
Total Assets EOY$4,763,239TotalAssetsEOYAmt
Total Assets EOYFMV$4,763,239TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,377,634RetainedEarningBOYAmt
Retained Earning EOY$4,763,239RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,377,634TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,763,239TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,377,634TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,763,239TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,377,634TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$118,416ExcessRevenueOverExpensesAmt
Other Increases$267,189OtherIncreasesAmt
Subtotal$4,763,239SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,763,239TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$1,322,593$1,074,123$248,470$248,470
CAPITAL GAINS DIVIDENDS$374$374$374P
FieldValueIRS element (for citing)
Capital Gain Net Income$248,844CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$146,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,198,956NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034781DistributionYr1Rt
Adjusted Qlfy Distri Yr2$208,367AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,370,708NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047674DistributionYr2Rt
Adjusted Qlfy Distri Yr3$205,532AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,332,037NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047445DistributionYr3Rt
Adjusted Qlfy Distri Yr4$157,721AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,982,377NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039605DistributionYr4Rt
Adjusted Qlfy Distri Yr5$177,992AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,659,365NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048640DistributionYr5Rt
Total Distribution0.218145TotalDistributionRt
Average Distribution0.043629AverageDistributionRt
Net Vl Noncharitable Assets$4,415,152NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$192,629AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,005NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$195,634AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$179,564QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,010InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,010SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,010TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,628EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,750AppliedToEsTaxAmt
Total Payments And Credits$12,378TotalPaymentsAndCreditsAmt
Overpayment$6,368OverpaymentAmt
Applied To ES Tax$6,368AppliedToESTaxAmt
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLENN JACOBS
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 500BOSTONMA02109SECRETARY0.50$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$4,361,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$121,357AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,482,388TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,482,388AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,236CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,415,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$220,758MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$220,758MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,010TaxBasedOnInvestmentIncomeAmt
Total Tax$6,010TotalTaxAmt
Distributable Before Adj$214,748DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$214,748DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$214,748DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,564ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$179,564QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$179,564AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$214,748DistributableAsAdjustedAmt
Undistributed Income PY$131,174UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$179,564QualifyingDistributionsAmt
Applied To Year1$131,174AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,390AppliedToCurrentYearAmt
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$166,358UndistributedIncomeCYAmt
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 APPLICATION-AUGUST 15; FULL PROPOSAL-NOVEMBER 15; GRANTS AWARDED-JANUARYSubmissionDeadlinesTxt
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 A STRONG RELATIONSHIP WITH A CONSTITUENCY OR 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; AND 6) REQUEST FUNDS FOR OPERATING SUPPORT OR CAPITAL GRANTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY ALLIANCE OF TENANTS
2710 NE 14TH AVENUEPORTLANDOR97212N/APCPROGRAM SUPPORT$8,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MASSACHUSETTS
1285 ACUSHNET AVENUENEW BEDFORDMA02746N/APCPROGRAM SUPPORT$7,758
CUNY RESEARCH FOUNDATION FBO CUNY URBAN FOOD POLICY
2180 THIRD AVE STE 525NEW YORKNY10035N/APCPROGRAM SUPPORT$7,980
EMPOWER DC
1419 V STREET NWWASHINGTONDC20009N/APCPROGRAM SUPPORT$8,000
PACE UNIVERSITY
ONE PACE PLAZANEW YORKNY10273N/APCPROGRAM SUPPORT$7,950
UNIVERSITY OF ILLINOIS AT CHICAGO
1919 W TAYLOR STREETCHICAGOIL60612N/APCPROGRAM SUPPORT$7,965
WORKERS DEFENSE PROJECT INC
5604 MANOR ROADAUSTINTX78723N/APCPROGRAM SUPPORT$8,000
WORKERS DIGNITY PROJECT
3013 NOLENSVILLE PARKNASHVILLETN37211N/APCPROGRAM SUPPORT$8,000
COMMUNITY VOICES HEARD
115 EAST 106TH STREET 3RD FLOORNEW YORKNY10029N/APCPROGRAM SUPPORT$12,000
EASTERN MICHIGAN UNIVERSITY
712 PRAY-HARROLDYPSILANTIMI48197N/APCPROGRAM SUPPORT$12,000
GRASSROOTS LEADERSHIP
2301 E CESAR CHAVEZ STREETAUSTINTX78702N/APCPROGRAM SUPPORT$12,000
HAND IN HAND
330 SEVENTH AVE 14TH FLOORNEW YORKNY10001N/APCPROGRAM SUPPORT$12,000
MAKE THE ROAD NEW YORK FBO CENTER FOR FRONTLINE RETAIL
7 PENN PLAZA 14TH FLOORNEW YORKNY10001N/APCPROGRAM SUPPORT$12,000
UNIVERSITY OF S FLORIDA SCHOOL OF SOCIAL WORK
13301 BRUCE B DOWNS BLVDTAMPAFL33612N/APCPROGRAM SUPPORT$11,988
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,641TotalGrantOrContriPdDurYrAmt
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$36,187ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,681ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$248,844ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUND OF FOREIGN TAX PREVIOUSLY WITHHELD ON DIVIDENDSDesc
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$342,770ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$342,770TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$3,850Amt
Net Investment Income$1,925NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,925DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS - CHARLES SCHWAB$607,497$607,497
CORPORATE BONDS - US BANK$50,221$50,221

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK - CHARLES SCHWAB$1,312,125$1,312,125
CORPORATE STOCK - US BANK$1,812,566$1,812,566

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$550,116USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$550,116USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - CHARLES SCHWABFMV$17,848$17,848
MUTUAL FUNDS - US BANKFMV$110,935$110,935

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$15$15$0
OFFICE EXPENSES$66$0$66
WEB HOSTING$304$0$304
STATE FILING FEES$250$0$250
MEMBERSHIP DUES$250$0$250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT LITIGATION SETTLEMENTS$38$38$38
REFUND OF FOREIGN TAX PREVIOUSLY WITHHELD ON DIVIDENDS$20$20$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$266,685
COST ADJUSTMENTS$504

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT ADMINISTRATION$21,357$0$21,357
INVESTMENT MANAGEMENT$33,760$33,760$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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