2012-09-21T14:16:10-05:00 2011-11-30 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990PF 2010-12-01 112000581 SOCIOLOGICAL INITIATIVES FOUNDATION INC SOCI 6174267080 C/O GMA FOUNDATIONS 77 SUMMER ST NO 800 BOSTON MA 02110 GLENN JACOBS 6174267080 2012-09-11 1 ALFONSO PERILLO 6172276161 2012-09-11 2010 2016-02-24 21:20:13Z X 3619997 X X 31751 31751 69139 69139 171773 2885910 171773 439 439 273102 273102 15000 3750 11250 3850 1925 1925 62543 32858 29685 486 486 0 4364 2182 2182 264 0 264 946 61 885 87453 41262 46191 141000 141000 228453 41262 187191 44649 231840 22943 7599 7599 235826 261796 261796 2172 2172 550361 706250 706250 2846880 2285537 2285537 0 356643 356643 3656010 3619997 3619997 0 0 X 0 0 0 0 3656010 3619997 3656010 3619997 3656010 3619997 3656010 44649 1904 3702563 82566 3619997 SALE OF PUBLICLY TRADED SECURITIES 2880998 2714137 166861 166861 CAPITAL GAINS DIVIDENDS P 4912 4912 4912 171773 0 175822 3428790 0.051278 171085 3123281 0.054777 192013 3872627 0.049582 176431 4175709 0.042252 183322 3845706 0.047669 0.245558 0.049112 3654461 179478 2318 181796 187191 X 2318 0 2318 0 2318 600 3000 3600 1282 1282 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 3684479 25634 0 3710113 0 0 3710113 55652 3654461 182723 182723 2318 2318 180405 0 180405 0 180405 187191 0 187191 2318 184873 180405 30753 0 0 187191 30753 0 0 156438 0 0 0 0 0 0 0 0 23967 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. FOOD CHAIN WORKERS ALLIANCE 634 S SPRING STREET STE 602 LOS ANGELES CA 90014 N/A 509(A) PROGRAM SUPPORT 20000 THE LEADERSHIP INSTITUTE AT THE SANTA FE INDIAN SCHOOL 1501 CERRILLOS ROAD SANTA FE NM 87505 N/A 509(A) PROGRAM SUPPORT 20000 NATIONAL DAY LABORER ORGANIZING NETWORK 675 S PARK VIEW STREET STE B LOS ANGELES CA 90057 N/A 509(A) PROGRAM SUPPORT 20000 RESTAURANT OPPORTUNITIES CENTER OF NEW ORLEANS 2714 CANAL STREET STE 308 NEW ORLEANS LA 70119 N/A 509(A) PROGRAM SUPPORT 20000 STUDENT IMMIGRANT MOVEMENT 33 HARRISON AVE 5TH FL BOSTON MA 02111 N/A 509(A) PROGRAM SUPPORT 20000 COMMUNITY VOICES HEARD 115 EAST 106TH STREET 3RD FL NEW YORK NY 10029 N/A 509(A) PROGRAM SUPPORT 1000 PEOPLE UNITED FOR ECONOMIC JUSTICE BUILDING LEADERSHIP THROUGH ORGANIZING 114 E HALEY STREET STE E SANTA BARBARA CA 93101 N/A 509(A) PROGRAM SUPPORT 20000 SUGAR LAW CENTER FOR ECONOMIC & SOCIAL JUSTICE 4605 CASS AVE DETRIOT MI 48201 N/A 509(A) PROGRAM SUPPORT 20000 141000 0 14 31751 14 69139 14 439 18 171773 0 273102 0 273102 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3850 1925 1925 CORPORATE BONDS - CHARLES SCHWAB 329103 329103 CORPORATE BONDS - BOSTON TRUST 27540 27540 CORPORATE STOCK - CHARLES SCHWAB 989511 989511 CORPORATE STOCK - BOSTON TRUST 1296026 1296026 706250 706250 0 0 UNREALIZED LOSS ON INVESTMENTS 82566 BANK SERVICE CHARGES 61 61 0 POSTAGE AND DELIVERY 56 0 56 TELEPHONE & WEB HOSTING 329 0 329 STATE FILING FEES 250 0 250 MEMBERSHIP DUES 250 0 250 INVESTMENT LITIGATION SETTLEMENTS 439 439 439 200 (FISCAL YEAR 2010) FEDERAL TAX REFUND 1904 GRANT ADMINISTRATION 29685 0 29685 INVESTMENT MANAGEMENT 32858 32858 0 FOREIGN TAXES ON INCOME 486 486 0