SOCIOLOGICAL ABSTRACTS INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIOLOGICAL ABSTRACTS INC (EIN 11-2000581)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-08-12
- IRS object ID
- 201402249349100410
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-12T09:58:47-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112000581 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIOLOGICAL INITIATIVES FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 6174267080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMA FOUNDATIONS 77 SUMMER ST NO | AddressLine1 |
| Address Line2 | 800 | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLENN JACOBS | Name |
| Title | PRESIDENT | Title |
| Phone | 6174267080 | Phone |
| Date Signed | 2014-07-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2014-07-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4399024 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 29110 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 29110 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 63341 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 63341 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 211464 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 906874 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 211464 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 14 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 14 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 303929 | TotalRevenueAndExpenses |
| Total Net Investment Income | 303929 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 21000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5250 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 15750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1925 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1925 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 62277 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 36214 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 26063 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 703 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 703 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4533 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 2267 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2266 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 129 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 129 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 811 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 796 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 93303 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 46374 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 46929 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 110792 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 110792 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 204095 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 46374 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 157721 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 99834 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 257555 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 18973 | CashBOY |
| Cash EOY | 55796 | CashEOY |
| Cash EOYFMV | 55796 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 247881 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 70016 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 70016 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 366330 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 440503 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 440503 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2611286 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3183789 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3183789 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 469091 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 580485 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 580485 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 61844 | InvestmentsOtherBOY |
| Investments Other EOY | 68435 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 68435 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3775405 | TotalAssetsBOY |
| Total Assets EOY | 4399024 | TotalAssetsEOY |
| Total Assets EOYFMV | 4399024 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3775405 | RetainedEarningsBOY |
| Retained Earnings EOY | 4399024 | RetainedEarningsEOY |
| Total Net Assets BOY | 3775405 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4399024 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3775405 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4399024 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3775405 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 99834 | ExcessOfRevenueOverExpenses |
| Other Increases | 523785 | OtherIncreases |
| Subtotal | 4399024 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4399024 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 906403 | 695410 | 210993 | 210993 | |
| CAPITAL GAINS DIVIDENDS | 471 | 471 | 471 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 211464 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 177992 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3659365 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048640 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 184873 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3654461 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050588 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 175822 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3428790 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051278 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 171085 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3123281 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054777 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 192013 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3872627 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049582 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.254865 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050973 | AverageDistributionRatio |
| Net Noncharitable Assets | 3982377 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 202994 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2576 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 205570 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 157721 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5151 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5151 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5151 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1300 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 9500 | TaxPaidWithExtension |
| Total Credits And Payments | 10800 | TotalCreditsAndPayments |
| Overpayment | 5649 | Overpayment |
| Amount Credited To Next Year | 5649 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.SIFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | GMA FOUNDATIONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174267080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET NO 800 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| GLENN JACOBS | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | PRESIDENT | 0.50 | 5000 | 0 | 0 |
| BARBARA FREED | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | V.P./TREASURER | 0.50 | 5000 | 0 | 0 |
| IRENE THOMSON DECEASED IN DEC 2012 | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TREASURER & SECRETARY | 0.50 | 3000 | 0 | 0 |
| RANDY STOECKER | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | SECRETARY | 0.50 | 3000 | 0 | 0 |
| RAMONA HERNANDEZ | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | DIRECTOR | 0.50 | 5000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3957191 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 85831 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4043022 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4043022 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60645 | CashDeemedCharitable |
| Net Noncharitable Assets | 3982377 | NetNoncharitableAssets |
| Minimum Investment Return | 199119 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 199119 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5151 | TaxBasedOnInvestmentIncome |
| Total Tax | 5151 | TotalTax |
| Distributable Amount Before Adj | 193968 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 193968 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 193968 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 157721 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 157721 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 157721 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 193968 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 27923 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 157721 | QualifyingDistributions |
| Applied To Year1 | 27923 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 129798 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 64170 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PRENTICE ZINN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMA FOUNDATIONS 77 SUMMER | AddressLine1 |
| Address Line2 | STREET 8TH FLOOR | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6173913091 | RecipientPhoneNumber |
| Recipient Email Address | PZINN@GMAFOUNDATIONS.COM | RecipientEmailAddress |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | CONCEPT APPLICATION-AUGUST 15; FULL PROPOSAL-NOVEMBER 15; GRANTS AWARDED-JANUARY | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | 509(A) | PROGRAM SUPPORT | $500 | |
| UNIVERSITY OF OREGON | ||||||||
| PO BOX 3237 | EUGENE | OR | 97403 | N/A | 509(A) | PROGRAM SUPPORT | $13,792 | |
| BRAZILIAN IMMIGRANT CENTER | ||||||||
| 14 HARVARD AVE 2ND FLOOR | ALLSTON | MA | 02134 | N/A | 509(A) | PROGRAM SUPPORT | $12,000 | |
| FLORIDA IMMIGRANT COALITION | ||||||||
| 2800 BISCAYNE BLVD STE 800 | MIAMI | FL | 33137 | N/A | 509(A) | PROGRAM SUPPORT | $12,000 | |
| FOOD CHAIN WORKERS ALLIANCE | ||||||||
| 2521 CHANNING WAY | BERKELEY | CA | 94720 | N/A | TYPE 1 SO | PROGRAM SUPPORT | $20,000 | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| JOHN JAY COLLEGE 899 TENTH AVE ROOM | NEW YORK | NY | 10019 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 | 632B |
| RESTAURANT OPPORTUNITIES CENTER NEW YORK | ||||||||
| 275 SEVENTH AVE STE 1503 | NEW YORK | NY | 10001 | N/A | 509(A) | PROGRAM SUPPORT | $20,000 | |
| RETAIL ACTION PROJECT | ||||||||
| 140 W 31ST ST FLOOR 2 | NEW YORK | NY | 10001 | N/A | 509(A) | PROGRAM SUPPORT | $12,000 | |
| ONE FUND BOSTON | ||||||||
| 800 BOYLSTON STREET 990009 | BOSTON | MA | 02199 | N/A | 509(A) | PROGRAM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 110792 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,110 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $63,341 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $211,464 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $303,929 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 303929 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $3,850 | Amount |
| Net Investment Income | 1925 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1925 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS - CHARLES SCHWAB | 552575 | 552575 |
| CORPORATE BONDS - BOSTON TRUST | 27910 | 27910 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCK - CHARLES SCHWAB | 1533022 | 1533022 |
| CORPORATE STOCK - BOSTON TRUST | 1650767 | 1650767 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 440503 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 440503 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS - CHARLES SCHWAB | FMV | 18886 | 18886 |
| MUTUAL FUNDS - BOSTON TRUST | FMV | 49549 | 49549 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGES | 15 | 15 | 0 |
| POSTAGE AND DELIVERY | 90 | 0 | 90 |
| TELEPHONE & WEB HOSTING | 206 | 0 | 206 |
| STATE FILING FEES | 250 | 0 | 250 |
| MEMBERSHIP DUES | 250 | 0 | 250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT LITIGATION SETTLEMENTS | Description |
| Revenue And Expenses Per Books | 14 | RevenueAndExpensesPerBooks |
| Net Investment Income | 14 | NetInvestmentIncome |
| Adjusted Net Income | 14 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $523,785 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| GRANT ADMINISTRATION | $26,063 | 0 | 26063 |
| INVESTMENT MANAGEMENT | $36,214 | 36214 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON INCOME | Category |
| Amount | $703 | Amount |
| Net Investment Income | 703 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments