2011-09-09T14:10:32-05:00 2010-11-30 Edelstein and Company LLP 160 Federal Street 9th Floor Boston MA 021101772 990PF 2009-12-01 112000581 Sociological Initiatives Foundation Inc SOCI 6174267080 c/o GMA Foundations 77 Summer St No 800 Boston MA 02110 GLENN JACOBS 6174267080 2011-08-23 1 ALFONSO PERILLO 6172276161 2011-08-23 2009 2016-02-24 21:20:13Z X 3656010 X X 32603 32603 63764 63764 -85411 669538 0 69 69 11025 96436 15000 3750 11250 3850 1925 1925 53691 28911 24780 5367 167 0 3979 1990 1989 565 91 474 82452 36834 40418 136000 136000 218452 36834 176418 -207427 59602 24800 22943 22943 288523 235826 235826 614425 550361 550361 2562088 2846880 2846880 41691 3531527 3656010 3656010 0 0 X 0 0 0 0 3531527 3656010 3531527 3656010 3531527 3656010 3531527 -207427 331910 3656010 0 3656010 SALE OF PUBLICLY TRADED SECURITIES 668132 754949 -86817 -86817 Capital Gains Dividends P 1406 1406 1406 -85411 0 171085 3123281 0.054777 192013 3872627 0.049582 176431 4175709 0.042252 183322 3845706 0.047669 209459 3894507 0.053783 0.248063 0.049613 3428790 170113 596 170709 176418 X 596 0 596 0 596 3100 3100 2504 600 1904 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 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 3447712 33293 0 3481005 0 0 3481005 52215 3428790 171440 171440 596 596 170844 0 170844 0 170844 176418 0 176418 596 175822 170844 36327 0 0 176418 36327 0 0 140091 0 0 0 0 0 0 0 0 30753 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, 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. ALLIANCE OF FOREST WORKERS AND HARVESTERS PO BOX 6722 ALBANY CA 94706 N/A 509(A)(1) PROGRAM SUPPORT 20000 COMMUNITY ORGANIZING AND FAMILY ISSUES 1436 W RANDOLPH STREET CHICAGO IL 60607 N/A 509(A)(1) PROGRAM SUPPORT 1000 FLORIDA IMMIGRANT COALITION 8325 NW 2ND AVENUE MIAMI FL 33138 N/A 509(A)(1) PROGRAM SUPPORT 15000 NATIONAL TRAINING AND INFORMATION CENTER 810 N MILWAUKEE AVENUE CHICAGO IL 60642 N/A 509(A)(2) PROGRAM SUPPORT 20000 OISTE 59 TEMPLE PLACE STE 337 BOSTON MA 02111 N/A 509(A)(1) PROGRAM SUPPORT 20000 PUBLIC ACCOUNTABILITY INITIATIVE 271 GRANT STREET BUFFALO NY 14213 N/A 509(A)(1) PROGRAM SUPPORT 20000 URBAN JUSTICE CENTER 123 WILLIAM STREET 16TH FLOOR NEW YORK NY 10038 N/A 509(A)(1) PROGRAM SUPPORT 20000 WASHTENAW COUNTY WORKERS CENTER 3435 BRENTWOOD COURT ANN ARBOR MI 48108 N/A 509(A)(1) PROGRAM SUPPORT 20000 136000 0 14 32603 14 63764 14 69 18 -85411 0 11025 0 11025 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3850 1925 1925 CORPORATE STOCK - WELLS FARGO 1593172 1593172 CORPORATE STOCK - BOSTON TRUST 1253708 1253708 550361 550361 0 0 BANK SERVICE CHARGES 91 91 0 POSTAGE AND DELIVERY 102 0 102 TELEPHONE 122 0 122 STATE FILING FEES 250 0 250 INVESTMENT LITIGATION SETTLEMENTS 69 69 69 Unrealized GAIN on investments 329427 2008 (FISCAL YEAR 2009) FEDERAL TAX REFUND 2483 Grant administration 24780 0 24780 Investment Management 28911 28911 0 FOREIGN TAXES ON INCOME 167 167 0 FEDERAL EXCISE TAX 5200 0 0