2024-02-28T14:57:59-06:00 2023-04-30 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2022-05-01 042104430 SAILORS' SNUG HARBOR OF BOSTON INC C/O GMA FOUNDATIONS SAIL 6174267080 2 LIBERTY SQUARE 500 BOSTON MA 02109 AMORY L LOGAN TREASURER 6174267080 2024-02-28 1 AMORY LOGAN 999009999 0 EUGENE BORGONZI P01269879 6172276161 2024-02-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9404305 X X 17814 17814 141124 140128 164606 1293185 164606 323544 322548 0 0 0 6250 3125 3125 104113 59377 44736 8340 1640 0 493 0 493 648 0 648 119844 64142 49002 449300 449300 569144 64142 498302 -245600 258406 41610 76737 76737 523707 590637 590637 174371 456950 456950 5882170 5619029 5619029 256164 161499 161499 2705362 2395983 2395983 108470 103470 103470 9691854 9404305 9404305 0 0 X 9691854 9404305 9691854 9404305 9691854 9404305 9691854 -245600 0 9446254 41949 9404305 SALE OF PUBLICLY TRADED SECURITIES 1293185 1128579 164606 164606 164606 3592 0 3592 0 3592 8521 0 0 0 8521 0 4929 4929 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.SAILORSSNUGHARBOR.ORG GMA FOUNDATIONS INC 6174267080 2 LIBERTY SQUARE STE 500 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM C EATON C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 PRESIDENT/DIRECTOR 2.00 0 0 0 WILLIAM B PERKINS C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 V.P./DIRECTOR 2.00 0 0 0 G WEST SALTONSTALL C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 ASST TREASURER/DIRECTOR 2.00 0 0 0 AMORY L LOGAN C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 TREASURER/DIRECTOR 2.00 0 0 0 ARTHUR B PAGE C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 CLERK/DIRECTOR 2.00 0 0 0 THOMAS ROGERSON C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 AMY E SALTONSTALL ISAAC C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 JO-ANN WATSON C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 BENJAMIN J WILLIAMS C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 PAMELA S EVANS C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 TRISTRAN EDDY C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 EVERETT MORSS JR C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 HERBERT P DANE C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 CAROLINE GATES SLOCUM C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 ROBERT W LORING C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 EDWARD M HOWLAND C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 GEORGE B MOTLEY C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 CHARLES R EDDY C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 MATTHEW CUTRELL C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 EDWARD B WHITE C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 HOPE APPLETON WILLIAMS C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 DIRECTOR 2.00 0 0 0 NONE 0 AVALON TRUST COMPANY 125 LINCOLN AVENUE STE 301 SANTE FE NM 87501 INVESTMENT COUNSEL 59377 0 0 8438376 812660 0 9251036 0 0 9251036 138766 9112270 455614 455614 3592 3592 452022 0 452022 0 452022 498302 0 498302 452022 51040 0 0 498302 51040 0 0 447262 0 0 0 0 0 0 0 0 4760 0 0 0 PHIL HALL C/O GMA FOUNDATIONS 2 LIBERTY SQ STE 500 BOSTON MA 02109 6173913097 PHALL@GMAFOUNDATIONS.COM APPLICANTS SHOULD APPLY VIA THE ORGANIZATION'S WEBSITE, WWW.SAILORSSNUGHARBOR.ORG, AND SUBMIT EITHER THE PHILANTHROPY MASSACHUSETTS' COMMON PROPOSAL FORM FOR AN ANNUAL GRANT REQUEST OR A LETTER OF INQUIRY FOR A THREE-YEAR GRANT REQUEST. APPLICATIONS MUST BE SUBMITTED ONLINE BY 5PM ON AUGUST 15. THE FOUNDATION'S GRANTMAKING TO 501(C)(3) ORGANIZATIONS WILL FOCUS ON THE SOCIAL SERVICE NEEDS OF FISHERMEN, THEIR FAMILIES, AND LOW-INCOME ELDERS IN COASTAL COMMUNITIES OF MASSACHUSETTS, WITH A PARTICULAR PREFERENCE TO SUPPORT PROGRAMS FOR THOSE RESIDING IN THE TRADITIONAL FISHING COMMUNITIES OF GLOUCESTER, NEW BEDFORD, AND CAPE COD. PROPOSALS FROM ORGANIZATIONS SERVING LOW-INCOME ELDERS IN THE CITY OF BOSTON WILL BE ACCEPTED BY INVITATION ONLY ACTION INC 180 MAIN STREET 2ND FLOOR GLOUCESTER MA 01930 N/A PC PROGRAM SUPPORT 30000 BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER BOSTON MA 02118 N/A PC PROGRAM SUPPORT 30000 COASTAL FOODSHED INC 38 BLACKMER STREET NEW BEDFORD MA 02744 N/A PC PROGRAM SUPPORT 15000 COMMUNITY DEVELOPMENT PARTNERSHIP 3 MAIN STREET 7 EASTHAM MA 02642 N/A PC PROGRAM SUPPORT 15000 COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEAST MASSACHUSETTS 1285 ACUSHNET AVE NEW BEDFORD MA 02746 N/A PC PROGRAM SUPPORT 25000 FRIENDSHIPWORKS INC 105 CHAUNCY STREET STE 801 BOSTON MA 02111 N/A PC PROGRAM SUPPORT 35000 GRANTMAKERS IN AGING 901 NORTH GLEBE RD STE 200 ARLINGTON VA 22203 N/A PC PROGRAM SUPPORT 1700 GREATER BOSTON LEGAL SERVICES 197 FRIEND STREET BOSTON MA 02114 N/A PC PROGRAM SUPPORT 15000 HEARTH INC 1640 WASHINGTON STREET BOSTON MA 02118 N/A PC PROGRAM SUPPORT 25000 HOMELESS PREVENTION COUNCIL PO BOX 828 14 OLD TOTE RD ORLEANS MA 02653 N/A PC PROGRAM SUPPORT 40000 IMMIGRANTS' ASSISTANCE CENTER INC 58 CRAPO STREET NEW BEDFORD MA 02740 N/A PC PROGRAM SUPPORT 25000 JUSTICE AT WORK 33 HARRISON AVE STE 501 BOSTON MA 02111 N/A PC PROGRAM SUPPORT 30000 LOWER CAPE OUTREACH COUNCIL INC PO BOX 665 ORLEANS MA 02653 N/A PC PROGRAM SUPPORT 30000 NEIGHBORHOOD OF AFFORDABLE HOUSING INC 143 BORDER STREET EAST BOSTON MA 02128 N/A PC PROGRAM SUPPORT 10000 PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM ST PO BOX 5626 NEW BEDFORD MA 02740 N/A PC PROGRAM SUPPORT 10000 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET 802 BOSTON MA 02110 N/A PC PROGRAM SUPPORT 2600 PROJECT CITIZENSHIP 11 BEACON ST STE 720 BOSTON MA 02108 N/A PC PROGRAM SUPPORT 10000 THE OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 N/A PC PROGRAM SUPPORT 75000 WELLSPRING HOUSE INC 302 ESSEX AVE GLOUCESTER MA 01930 N/A PC PROGRAM SUPPORT 25000 449300 0 14 17814 14 141124 18 164606 0 323544 0 323544 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREPARATION 6250 3125 3125 FIDELITY INVESTMENTS - CORPORATE BONDS 161499 161499 FIDELITY INVESTMENTS - CORPORATE STOCKS 5619029 5619029 432222 432222 24728 24728 FIDELITY INVESTMENTS - MUTUAL FUNDS FMV 1835711 1835711 FIDELITY INVESTMENTS - EXCHANGE TRADED PRODUCTS FMV 401258 401258 FIDELITY INVESTMENTS - REITS FMV 159014 159014 MASSACHUSETTS COMMUNITY INVESTMENT REFUND RECEIVABLE 108470 103470 103470 UNREALIZED LOSSES ON INVESTMENTS 41949 POSTAGE 18 0 18 BANK CHARGES 36 0 36 STATE FILING FEES 89 0 89 OFFICE SUPPLIES 505 0 505 INVESTMENT MANAGEMENT 59377 59377 0 GRANT MANAGEMENT FEES 44736 0 44736 FOREIGN TAXES 1640 1640 0 FEDERAL EXCISE TAX 6700 0 0