2014-08-12T09:58:47-05:00 2013-11-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2012-12-01 112000581 SOCIOLOGICAL INITIATIVES FOUNDATION INC SOCI 6174267080 C/O GMA FOUNDATIONS 77 SUMMER ST NO 800 BOSTON MA 02110 GLENN JACOBS 6174267080 2014-07-17 1 ALFONSO PERILLO P00950491 6172276161 2014-07-17 2012 2015-12-30 17:16:21Z X 4399024 X X 29110 29110 63341 63341 211464 906874 211464 14 14 303929 303929 21000 5250 15750 3850 1925 1925 62277 36214 26063 703 703 0 4533 2267 2266 129 0 129 811 15 796 93303 46374 46929 110792 110792 204095 46374 157721 99834 257555 18973 55796 55796 247881 70016 70016 366330 440503 440503 2611286 3183789 3183789 469091 580485 580485 61844 68435 68435 3775405 4399024 4399024 0 0 X 0 0 0 0 3775405 4399024 3775405 4399024 3775405 4399024 3775405 99834 523785 4399024 0 4399024 SALE OF PUBLICLY TRADED SECURITIES 906403 695410 210993 210993 CAPITAL GAINS DIVIDENDS P 471 471 471 211464 0 177992 3659365 0.048640 184873 3654461 0.050588 175822 3428790 0.051278 171085 3123281 0.054777 192013 3872627 0.049582 0.254865 0.050973 3982377 202994 2576 205570 157721 5151 0 5151 0 5151 1300 9500 10800 5649 5649 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 77 SUMMER STREET NO 800 BOSTON MA 02110 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 77 SUMMER STREET 8TH FL BOSTON MA 02110 0.50 5000 0 0 BARBARA FREED C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 0.50 5000 0 0 IRENE THOMSON DECEASED IN DEC 2012 C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 0.50 3000 0 0 RANDY STOECKER C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 0.50 3000 0 0 RAMONA HERNANDEZ C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 0.50 5000 0 0 NONE 0 NONE 0 0 3957191 85831 0 4043022 0 0 4043022 60645 3982377 199119 199119 5151 5151 193968 0 193968 0 193968 157721 0 157721 0 157721 193968 27923 0 0 157721 27923 0 0 129798 0 0 0 0 0 0 0 0 64170 0 0 0 PRENTICE ZINN C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 6173913091 PZINN@GMAFOUNDATIONS.COM 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. 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 13792 BRAZILIAN IMMIGRANT CENTER 14 HARVARD AVE 2ND FLOOR ALLSTON MA 02134 N/A 509(A) PROGRAM SUPPORT 12000 FLORIDA IMMIGRANT COALITION 2800 BISCAYNE BLVD STE 800 MIAMI FL 33137 N/A 509(A) PROGRAM SUPPORT 12000 FOOD CHAIN WORKERS ALLIANCE 2521 CHANNING WAY BERKELEY CA 94720 N/A TYPE 1 SO PROGRAM SUPPORT 20000 RESEARCH FOUNDATION OF CUNY JOHN JAY COLLEGE 899 TENTH AVE ROOM 632B NEW YORK NY 10019 N/A 509(A) PROGRAM SUPPORT 20000 RESTAURANT OPPORTUNITIES CENTER NEW YORK 275 SEVENTH AVE STE 1503 NEW YORK NY 10001 N/A 509(A) PROGRAM SUPPORT 20000 RETAIL ACTION PROJECT 140 W 31ST ST FLOOR 2 NEW YORK NY 10001 N/A 509(A) PROGRAM SUPPORT 12000 ONE FUND BOSTON 800 BOYLSTON STREET 990009 BOSTON MA 02199 N/A 509(A) PROGRAM SUPPORT 500 110792 0 14 29110 14 63341 14 14 18 211464 0 303929 0 303929 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3850 1925 1925 CORPORATE BONDS - CHARLES SCHWAB 552575 552575 CORPORATE BONDS - BOSTON TRUST 27910 27910 CORPORATE STOCK - CHARLES SCHWAB 1533022 1533022 CORPORATE STOCK - BOSTON TRUST 1650767 1650767 440503 440503 0 0 MUTUAL FUNDS - CHARLES SCHWAB FMV 18886 18886 MUTUAL FUNDS - BOSTON TRUST FMV 49549 49549 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 INVESTMENT LITIGATION SETTLEMENTS 14 14 14 UNREALIZED GAIN ON INVESTMENTS 523785 GRANT ADMINISTRATION 26063 0 26063 INVESTMENT MANAGEMENT 36214 36214 0 FOREIGN TAXES ON INCOME 703 703 0