2018-10-05T15:21:01-05:00 2017-11-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2016-12-01 112000581 SOCIOLOGICAL INITIATIVES FOUNDATION INC C/O GMA FOUNDATIONS SOCI 6174267080 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 GLENN JACOBS PRESIDENT 6174267080 2018-10-03 1 SCOTT KAPLOWITCH P00002440 6172276161 2018-08-14 2016 2022-09-23 18:48:47Z X 4763239 X X 36187 36187 57681 57681 248844 1322967 248844 58 58 342770 342770 20000 5000 15000 3850 1925 1925 55117 33760 21357 2500 0 0 6361 1590 4771 885 15 870 88713 42290 43923 135641 135641 224354 42290 179564 118416 300480 95502 120907 120907 184226 181024 181024 532161 550116 550116 2965610 3124691 3124691 438159 657718 657718 161976 128783 128783 4377634 4763239 4763239 0 0 X 0 0 0 0 4377634 4763239 4377634 4763239 4377634 4763239 4377634 118416 267189 4763239 0 4763239 SALE OF PUBLICLY TRADED SECURITIES 1322593 1074123 248470 248470 CAPITAL GAINS DIVIDENDS P 374 374 374 248844 0 146045 4198956 0.034781 208367 4370708 0.047674 205532 4332037 0.047445 157721 3982377 0.039605 177992 3659365 0.048640 0.218145 0.043629 4415152 192629 3005 195634 179564 6010 0 6010 0 6010 6628 5750 12378 6368 6368 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 GLENN JACOBS 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 SECRETARY 0.50 5000 0 0 NONE 0 NONE 0 0 4361031 121357 0 4482388 0 0 4482388 67236 4415152 220758 220758 6010 6010 214748 0 214748 0 214748 179564 0 179564 0 179564 214748 131174 0 0 179564 131174 0 0 48390 0 0 0 0 0 0 0 0 166358 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 APPLICATION-AUGUST 15; FULL PROPOSAL-NOVEMBER 15; GRANTS AWARDED-JANUARY 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 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. COMMUNITY ALLIANCE OF TENANTS 2710 NE 14TH AVENUE PORTLAND OR 97212 N/A PC PROGRAM SUPPORT 8000 COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MASSACHUSETTS 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 N/A PC PROGRAM SUPPORT 7758 CUNY RESEARCH FOUNDATION FBO CUNY URBAN FOOD POLICY 2180 THIRD AVE STE 525 NEW YORK NY 10035 N/A PC PROGRAM SUPPORT 7980 EMPOWER DC 1419 V STREET NW WASHINGTON DC 20009 N/A PC PROGRAM SUPPORT 8000 PACE UNIVERSITY ONE PACE PLAZA NEW YORK NY 10273 N/A PC PROGRAM SUPPORT 7950 UNIVERSITY OF ILLINOIS AT CHICAGO 1919 W TAYLOR STREET CHICAGO IL 60612 N/A PC PROGRAM SUPPORT 7965 WORKERS DEFENSE PROJECT INC 5604 MANOR ROAD AUSTIN TX 78723 N/A PC PROGRAM SUPPORT 8000 WORKERS DIGNITY PROJECT 3013 NOLENSVILLE PARK NASHVILLE TN 37211 N/A PC PROGRAM SUPPORT 8000 COMMUNITY VOICES HEARD 115 EAST 106TH STREET 3RD FLOOR NEW YORK NY 10029 N/A PC PROGRAM SUPPORT 12000 EASTERN MICHIGAN UNIVERSITY 712 PRAY-HARROLD YPSILANTI MI 48197 N/A PC PROGRAM SUPPORT 12000 GRASSROOTS LEADERSHIP 2301 E CESAR CHAVEZ STREET AUSTIN TX 78702 N/A PC PROGRAM SUPPORT 12000 HAND IN HAND 330 SEVENTH AVE 14TH FLOOR NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 12000 MAKE THE ROAD NEW YORK FBO CENTER FOR FRONTLINE RETAIL 7 PENN PLAZA 14TH FLOOR NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 12000 UNIVERSITY OF S FLORIDA SCHOOL OF SOCIAL WORK 13301 BRUCE B DOWNS BLVD TAMPA FL 33612 N/A PC PROGRAM SUPPORT 11988 135641 0 14 36187 14 57681 14 38 18 248844 REFUND OF FOREIGN TAX PREVIOUSLY WITHHELD ON DIVIDENDS 14 20 0 342770 0 342770 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3850 1925 1925 CORPORATE BONDS - CHARLES SCHWAB 607497 607497 CORPORATE BONDS - US BANK 50221 50221 CORPORATE STOCK - CHARLES SCHWAB 1312125 1312125 CORPORATE STOCK - US BANK 1812566 1812566 550116 550116 0 0 MUTUAL FUNDS - CHARLES SCHWAB FMV 17848 17848 MUTUAL FUNDS - US BANK FMV 110935 110935 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 INVESTMENT LITIGATION SETTLEMENTS 38 38 38 REFUND OF FOREIGN TAX PREVIOUSLY WITHHELD ON DIVIDENDS 20 20 20 UNREALIZED GAIN ON INVESTMENTS 266685 COST ADJUSTMENTS 504 GRANT ADMINISTRATION 21357 0 21357 INVESTMENT MANAGEMENT 33760 33760 0 FEDERAL EXCISE TAX 2500 0 0