SOCIOLOGICAL ABSTRACTS INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SOCIOLOGICAL ABSTRACTS INC (EIN 11-2000581)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-10-10
- IRS object ID
- 201712839349100116
- Schema version
- 2015v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-10T14:29:51-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112000581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIOLOGICAL INITIATIVES FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE NO 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN JACOBS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174267172 | PhoneNum |
| Signature | 2017-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2017-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,377,634 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $31,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,436 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $237,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,140,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $237,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $322,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,451 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,476 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,845 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,461 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,384 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $219 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $219 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $564 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,908 | CashBOYAmt |
| Cash EOY | $95,502 | CashEOYAmt |
| Cash EOYFMV | $95,502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $183,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,226 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $487,373 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $532,161 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $532,161 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,096,654 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,965,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,965,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $497,732 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $438,159 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $438,159 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $70,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $161,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $161,976 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,372,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,377,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,377,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,372,195 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,377,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,372,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,377,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,372,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,377,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,372,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $518 | OtherIncreasesAmt |
| Subtotal | $4,494,789 | SubtotalAmt |
| Other Decreases | $117,155 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,377,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,118,504 | $902,550 | $215,954 | $215,954 | |
| CAPITAL GAINS DIVIDENDS | $21,645 | $21,645 | $21,645 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $208,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,370,708 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,332,037 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047445 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,721 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,982,377 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,992 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,659,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048640 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $184,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,654,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050588 | DistributionYr5Rt |
| Total Distribution | 0.233952 | TotalDistributionRt |
| Average Distribution | 0.046790 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,198,956 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,469 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,760 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,045 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,648 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,648 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,128 | OverpaymentAmt |
| Applied To ES Tax | $4,128 | 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 | NY | 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 | WWW.SIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE NO 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GLENN JACOBS | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | PRESIDENT | 0.50 | $5,000 | $0 | $0 |
| BARBARA FREED | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | V.P./TREASURER | 0.50 | $5,000 | $0 | $0 |
| RAMONA HERNANDEZ | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | DIRECTOR | 0.50 | $5,000 | $0 | $0 |
| SUSAN GREENBAUM | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | SECRETARY | 0.50 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,168,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,262,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,262,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,198,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,520 | TotalTaxAmt |
| Distributable Before Adj | $204,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,791 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,791 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $131,174 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRENTICE ZINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMA FOUNDATIONS 2 LIBERTY | AddressLine1Txt |
| Address Line2 | SQUARE SUITE 500 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173913091 | RecipientPhoneNum |
| Recipient Email Address | PZINN@GMAFOUNDATIONS.CO | RecipientEmailAddressTxt |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONCEPT APPLICATION-AUGUST 15; FULL PROPOSAL-NOVEMBER 15; GRANTS AWARDED-JANUARY | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WORKERS DEFENSE PROJECT INC | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | N/A | PC | PROGRAM SUPPORT | $12,000 |
| COMMUNITY ECON DEVEL CENTER OF SE MASSACHUSETTS | |||||||
| 1285 ACUSHNET AVENUE | NEW BEDFORD | MA | 02746 | N/A | PC | PROGRAM SUPPORT | $11,635 |
| COMMUNITY ALLIANCE OF TENANTS | |||||||
| 2710 NE 14TH AVENUE | PORTLAND | OR | 97212 | N/A | PC | PROGRAM SUPPORT | $12,000 |
| CUNY RESEARCH FOUNDATION FBO NYC FOOD POLICY | |||||||
| 2180 THIRD AVE STE 525 | NEW YORK | NY | 10035 | N/A | PC | PROGRAM SUPPORT | $11,970 |
| EMPOWER DC | |||||||
| 1419 V STREET NW | WASHINGTON | DC | 20009 | N/A | PC | PROGRAM SUPPORT | $12,000 |
| PACE UNIVERSITY | |||||||
| ONE PACE PLAZA | NEW YORK | NY | 10273 | N/A | PC | PROGRAM SUPPORT | $11,926 |
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||
| 1919 W TAYLOR STREET | CHICAGO | IL | 60612 | N/A | PC | PROGRAM SUPPORT | $11,946 |
| WORKERS DIGNITY PROJECT | |||||||
| 3013 NOLENSVILLE PARK | NASHVILLE | TN | 37211 | N/A | PC | PROGRAM SUPPORT | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,477 | 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 | $31,436 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,352 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $237,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $322,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $322,451 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - CHARLES SCHWAB | $387,485 | $387,485 |
| CORPORATE BONDS - BOSTON TRUST | $50,674 | $50,674 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - CHARLES SCHWAB | $1,394,713 | $1,394,713 |
| CORPORATE STOCK - BOSTON TRUST | $1,570,897 | $1,570,897 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $532,161 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $532,161 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - CHARLES SCHWAB | FMV | $39,153 | $39,153 |
| MUTUAL FUNDS - BOSTON TRUST | FMV | $122,823 | $122,823 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $109,716 |
| COST ADJUSTMENTS | $7,439 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $115 | $115 | $0 |
| OFFICE EXPENSES | $48 | $0 | $48 |
| WEB HOSTING | $16 | $0 | $16 |
| STATE FILING FEES | $250 | $0 | $250 |
| MEMBERSHIP DUES | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT LITIGATION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $518 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADMINISTRATION | $28,476 | $0 | $28,476 |
| INVESTMENT MANAGEMENT | $37,927 | $37,927 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INCOME | $2 | $2 | $0 |
| FEDERAL EXCISE TAX | $7,900 | $0 | $0 |
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