2017-10-10T14:29:51-05:00 2016-11-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2015-12-01 112000581 SOCIOLOGICAL INITIATIVES FOUNDATION INC C/O GMA FOUNDATIONS SOCI 6174267080 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 GLENN JACOBS PRESIDENT 6174267172 2017-09-21 1 ALFONSO PERILLO P00950491 6172276161 2017-09-12 2015 2021-01-29 14:40:06Z X X 4377634 X X 31436 31436 53352 53352 237599 1140149 237599 64 64 322451 322451 20000 5000 15000 3850 1925 1925 66403 37927 28476 7902 2 0 5845 1461 4384 219 0 219 679 115 564 104898 46430 50568 95477 95477 200375 46430 146045 122076 276021 35908 95502 95502 183618 184226 184226 487373 532161 532161 3096654 2965610 2965610 497732 438159 438159 70910 161976 161976 4372195 4377634 4377634 0 0 X 0 0 0 0 4372195 4377634 4372195 4377634 4372195 4377634 4372195 122076 518 4494789 117155 4377634 SALE OF PUBLICLY TRADED SECURITIES 1118504 902550 215954 215954 CAPITAL GAINS DIVIDENDS P 21645 21645 21645 237599 0 208367 4370708 0.047674 205532 4332037 0.047445 157721 3982377 0.039605 177992 3659365 0.048640 184873 3654461 0.050588 0.233952 0.046790 4198956 196469 2760 199229 146045 5520 0 5520 0 5520 9648 9648 4128 4128 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 4168144 94755 0 4262899 0 0 4262899 63943 4198956 209948 209948 5520 5520 204428 0 204428 0 204428 146045 0 146045 0 146045 204428 72791 0 0 146045 72791 0 0 73254 0 0 0 0 0 0 0 0 131174 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. WORKERS DEFENSE PROJECT INC 5604 MANOR ROAD AUSTIN TX 78723 N/A PC PROGRAM SUPPORT 12000 COMMUNITY ECON DEVEL CENTER OF SE MASSACHUSETTS 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 N/A PC PROGRAM SUPPORT 11635 COMMUNITY ALLIANCE OF TENANTS 2710 NE 14TH AVENUE PORTLAND OR 97212 N/A PC PROGRAM SUPPORT 12000 CUNY RESEARCH FOUNDATION FBO NYC FOOD POLICY 2180 THIRD AVE STE 525 NEW YORK NY 10035 N/A PC PROGRAM SUPPORT 11970 EMPOWER DC 1419 V STREET NW WASHINGTON DC 20009 N/A PC PROGRAM SUPPORT 12000 PACE UNIVERSITY ONE PACE PLAZA NEW YORK NY 10273 N/A PC PROGRAM SUPPORT 11926 UNIVERSITY OF ILLINOIS AT CHICAGO 1919 W TAYLOR STREET CHICAGO IL 60612 N/A PC PROGRAM SUPPORT 11946 WORKERS DIGNITY PROJECT 3013 NOLENSVILLE PARK NASHVILLE TN 37211 N/A PC PROGRAM SUPPORT 12000 95477 0 14 31436 14 53352 14 64 18 237599 0 322451 0 322451 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3850 1925 1925 CORPORATE BONDS - CHARLES SCHWAB 387485 387485 CORPORATE BONDS - BOSTON TRUST 50674 50674 CORPORATE STOCK - CHARLES SCHWAB 1394713 1394713 CORPORATE STOCK - BOSTON TRUST 1570897 1570897 532161 532161 0 0 MUTUAL FUNDS - CHARLES SCHWAB FMV 39153 39153 MUTUAL FUNDS - BOSTON TRUST FMV 122823 122823 UNREALIZED LOSS ON INVESTMENTS 109716 COST ADJUSTMENTS 7439 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 INVESTMENT LITIGATION SETTLEMENTS 64 64 64 RETURN OF CAPITAL 518 GRANT ADMINISTRATION 28476 0 28476 INVESTMENT MANAGEMENT 37927 37927 0 FOREIGN TAXES ON INCOME 2 2 0 FEDERAL EXCISE TAX 7900 0 0