2013-09-26T15:07:58-05:00 2012-11-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990PF 2011-12-01 112000581 SOCIOLOGICAL INITIATIVES FOUNDATION INC SOCI 6174267080 C/O GMA FOUNDATIONS 77 SUMMER ST NO 800 BOSTON MA 02110 GLENN JACOBS 6174267080 2013-08-08 1 ALFONSO PERILLO P00950491 6172276161 2013-08-08 2011 2016-02-24 21:20:13Z X 3775405 X X 37723 37723 48423 48423 8148 959021 8148 94294 94294 15000 3750 11250 3850 1925 1925 55842 34123 21719 4456 418 0 6132 3066 3066 402 0 402 656 26 630 86338 43308 38992 139000 139000 225338 43308 177992 -131044 50986 7599 18973 18973 261796 247881 247881 2172 706250 366330 366330 2285537 2611286 2611286 356643 469091 469091 0 61844 61844 3619997 3775405 3775405 0 0 X 0 0 0 0 3619997 3775405 3619997 3775405 3619997 3775405 3619997 -131044 286452 3775405 0 3775405 SALE OF PUBLICLY TRADED SECURITIES 959021 950873 8148 8148 8148 0 184873 3654461 0.050588 175822 3428790 0.051278 171085 3123281 0.054777 192013 3872627 0.049582 176431 4175709 0.042252 0.248477 0.049695 3659365 181852 510 182362 177992 1020 0 1020 0 1020 2320 2320 1300 1300 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 3000 0 0 BARBARA FREED C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 0.50 3000 0 0 IRENE THOMSON 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 3000 0 0 NONE 0 NONE 0 0 3669034 46057 0 3715091 0 0 3715091 55726 3659365 182968 182968 1020 1020 181948 0 181948 0 181948 177992 0 177992 0 177992 181948 23967 0 0 177992 23967 0 0 154025 0 0 0 0 0 0 0 0 27923 0 0 0 PRENTICE ZINN C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 6174267080 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. CENTRAL NEW YORK COMMUNITY FOUNDATION INC 431 EAST FAYETTE ST STE 100 SYRACUSE NY 13202 N/A 509(A) PROGRAM SUPPORT 20000 FARMWORKER ASSOCIATION OF FLORIDA INC 1264 APOPKA BLVD APOPKA FL 32703 N/A 509(A) PROGRAM SUPPORT 20000 FLORIDA IMMIGRANT ADVOCACY CENTER INC 3000 BISCAYNE BLVD STE 400 MIAMI FL 33137 N/A 509(A) PROGRAM SUPPORT 20000 FUERZA LABORAL PO BOX 202 CENTRAL FALLS RI 02863 N/A 509(A) PROGRAM SUPPORT 20000 NEW IMMIGRANT COMMUNITY EMPOWERMENT 37-41 77TH ST 2ND FLOOR JACKSON HEIGHTS NY 11372 N/A 509(A) PROGRAM SUPPORT 20000 WORKERS DEFENSE PROJECT INC 5604 MANOR ROAD AUSTIN TX 78723 N/A 509(A) PROGRAM SUPPORT 20000 YMCA OF THE UNIVERSITY OF ILLINOIS 1001 SOUTH WRIGHT ST CHAMPAIGN IL 61820 N/A 509(A) PROGRAM SUPPORT 19000 139000 0 14 37723 14 48423 14 18 8148 0 94294 0 94294 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3850 1925 1925 CORPORATE BONDS - CHARLES SCHWAB 439991 439991 CORPORATE BONDS - BOSTON TRUST 29100 29100 CORPORATE STOCK - CHARLES SCHWAB 1264231 1264231 CORPORATE STOCK - BOSTON TRUST 1347055 1347055 366330 366330 0 0 MUTUAL FUNDS - CHARLES SCHWAB AT COST 11585 11585 MUTUAL FUNDS - BOSTON TRUST AT COST 50259 50259 BANK SERVICE CHARGES 26 26 0 POSTAGE AND DELIVERY 87 0 87 TELEPHONE & WEB HOSTING 43 0 43 STATE FILING FEES 250 0 250 MEMBERSHIP DUES 250 0 250 UNREALIZED GAIN ON INVESTMENTS 286452 GRANT ADMINISTRATION 21719 0 21719 INVESTMENT MANAGEMENT 34123 34123 0 FOREIGN TAXES ON INCOME 418 418 0 FEDERAL EXCISE TAX 4038 0 0