INDUSTRIAL RELATIONS COUNSELORS INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INDUSTRIAL RELATIONS COUNSELORS INC (EIN 13-1624043)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-12-20
- IRS object ID
- 202443559349100309
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-20T11:14:02-08:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132696850 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gruber Palumberi Raffaele Fried CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Penn Plaza Suite 310 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL RELATIONS COUNSELORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDU | BusinessNameControlTxt |
| Phone | 4014724470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 362 PACIFIC STREET 2 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD W BURLINGAME | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-12-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BART RAFFAELE CPA | PreparerPersonNm |
| PTIN | P00558916 | PTIN |
| Phone | 2125860800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,161,058 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $203,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,952,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,493 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,431 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $361,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $158,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,457 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $58,425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,041 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,321 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,487 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $13,487 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $475 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $28,114 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,474 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $272 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $262 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $475,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $364,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $578,206 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,436 | CashBOYAmt |
| Cash EOY | $43,493 | CashEOYAmt |
| Cash EOYFMV | $165,210 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,804 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $143 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,720 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,720 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,373,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,614,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,614,943 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,203,202 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,917,434 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,917,434 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $171,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $414,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,775 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,374 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $633 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,216 | LandBOYAmt |
| Land EOY | $1,741 | LandEOYAmt |
| Land EOYFMV | $1,741 | LandEOYFMVAmt |
| Other Assets EOY | $8,431 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,431 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,819,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,161,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,161,058 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,562 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,715 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,562 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,715 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,816,018 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,147,343 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,816,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,147,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,819,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,161,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,816,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $547,910 | OtherIncreasesAmt |
| Subtotal | $9,147,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,147,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | $302,750 | $302,750 | $302,750 | |||
| FIXED INCOME | P | $359,000 | -$27,498 | -$27,498 | 2024-01-01 | 2024-12-01 | $386,498 |
| EQUITY | P | $1,125,000 | -$125,759 | -$125,759 | 2024-01-01 | 2024-12-01 | $1,250,759 |
| ALTERNATIVE INVESTMENTS | P | $165,737 | 2024-01-01 | 2024-12-01 | $165,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,493 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,512 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,512 | SubtotalAmt |
| Tax Based On Investment Income | $3,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,875 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,875 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,363 | OverpaymentAmt |
| Applied To ES Tax | $7,363 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IRC4HR.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BART RAFFAELE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125860800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GPRF SEVEN PENN PLAZA STE 310 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JODI STARKMAN | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Executive Dir. | 34.00 | $158,333 |
| HAROLD W BURLINGAME | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | President&Treas | 4.00 | $0 |
| RICHARD L ANTOINE | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Vice President | 1.00 | $0 |
| SYDNEY R ROBERTSON | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Secretary | 1.00 | $0 |
| KATHLEEN BARCLAY | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Trustee | 1.00 | $0 |
| JOHN C STEELE | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Trustee | 1.00 | $0 |
| ANTOINETTE LABELLE | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Trustee | 1.00 | $0 |
| EVA SAGE-GAVIN | ||||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | Trustee | 1.00 | $0 |
| Debra A McDowell | ||||||
| 362 PACIFIC STREET 2 | Brooklyn | NY | 11217 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIRTLE CALLAGHAN & CO | |||||
| 300 BARR HARBOR DRIVE FIFTH FLOOR | WEST CONSHOHOCKEN | PA | 19428 | INVESTMENT ADVISORY | $65,171 |
| law offices of mw mccarthy | |||||
| 362 Pacific Street 2 | Brooklyn | NY | 11217 | legal services | $56,014 |
| GRUBER PALUMBERI RAFFAELE FRIED PC | |||||
| 7 PENN PLAZA | NEW YORK | NY | 10001 | ACCOUNTING & AUDITING | $65,041 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,769,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,816,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,816,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,684,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,512 | TotalTaxAmt |
| Distributable Before Adj | $430,697 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $430,697 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $430,697 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,061 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $467,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $416,053 | UndistributedIncomePYAmt |
| Qualifying Distributions | $467,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $416,053 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,008 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $379,689 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JODI STARKMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 362 PACIFIC STREET 2 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4014724470 | RecipientPhoneNum |
| Recipient Email Address | INFO@IRC4HR.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS SHOULD BE SUBMITTED IN A MICROSOFT WORD OR PDF FORMAT AND INCLUDE THE FOLLOWING KINDS OF INFORMATION: NAMES, TITLES, AND CONTACT INFORMATION FOR KEY RESEARCH STAFF, TITLE OF PROJECT, ORGANIZATION(S), ETC. THE PURPOSE OF THE PROPOSED STUDY AND HOW IT WOULD CONTRIBUTE TO IRC'S MISSION AND AREAS OF INTEREST.THE CURRENT LANDSCAPE FOR THIS KIND OF RESEARCH AND HOW YOUR PROPOSED STUDY AND EXPECTED RESULTS WILL BE DIFFERENTIATED FROM EXISTING OR OTHER CURRENT RESEARCH IN THIS AREA. THE OUTPUTS/DELIVERABLES YOU EXPECT TO GENERATE (E.G., WHITE PAPERS, JOURNAL ARTICLES, PARTICIPANT REPORTS, ASSESSMENT INSTRUMENTS, TOOLS,LEARNING MATERIALS,ETC.). A REASONABLY DETAILED PROJECT TIMELINE WITH KEY TASKS AND A BUDGET ALLOCATED ACROSS KEY TASKS AND RESOURCES. For more information about our grants, please go to https://irc4hr.org/grantseekers/. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT REQUESTS ARE CONSIDERED ON A ROLLING CALENDAR BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | INDUSTRIAL RELATIONS COUNSELORS, INC. (IRC)WAS ESTABLISHED IN 1926 TO ADVANCE THE KNOWLEDGE AND PRACTICE OF HUMAN RELATIONSHIPS IN ORGANIZATIONS. OUR CURRENT FOCUS IS ON "PRACADEMIC" RESEARCH; STUDIES THAT GENERATE PRACTICAL AND ACTIONABLE INSIGHTS TO HELP ORGANIZATIONS, LEADERS, AND WORKERS TO BE SUCCESSFUL IN THE DIGITAL ECONOMY. STRICTLY ACADEMIC RESEARCH THAT DOES NOT RESULT IN PRACTICAL AND ACTIONABLE OUTCOMES WILL GENERALLY NOT RECEIVE FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALERIA RESEARCH CORPORATION | ||||||
| 132 WEST 31ST STREET 9FL | NEW YORK | NY | 10001 | PC | Agent-Based Simulation: Quantifying the Impact of Better Frontline Jobs on Business PerformanceThe goal of this project is to develop a computer simulation that quantifies the link between elevating the workplace experience of frontline workers and superior business results. The goal is to amplify and enhance the value of foundational research into job quality and human capital measures that both improve the worker experience and drive business performance, with a decision-support tool to test and evaluate the likely outcomes of various job-quality scenarios.A further objective of this pilot project is to demonstrate the value of agent-based simulation (ABS), an innovative approach to human resource analytics that combines behavioral science and computer simulations to quantify the impact of human behaviors, interactions, and attitudes within an organization. This work aims to demonstrate the potential of the ABS approach as a workforce planning tool to support leaders in designing bet | $8,000 |
| CORNELL UNIVERSITY ILR SCHOOL | ||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | PC | Industrial and Labor Relations (ILR) School.ILR Future of Work FellowshipThis is the second annual payment in a three-year commitment to support the ILR Future of Work Fellowships at Cornell University. The Future of Work Fellowship Program is funded by an alumni gift and supports postdoctoral researchers and doctoral students who work with Cornell ILRs faculty on innovative research projects related to the future of work.The fellowship program is designed to promote the benefits of strong collaboration between newer researchers and resident faculty members. The Fellows benefit directly from engagement and mentoring from the ILR faculty members they work with, establishing a track record and path to future career success. Faculty benefit from the work of the Fellows in advancing their research projects and opening new opportunities and innovations through collaborations with these early career academics. | $10,000 |
| CHARTER WORKS INC | ||||||
| 295 CARROLL STREET | BROOKLYN | NY | 11231 | NC | Using AI in Ways that Enhance Worker Dignity and Inclusion Grant made $50,000. This original qualitative and quantitative research project seeks to better understand the attitudes, concerns, and desires across groups of workers around the adoption of AI tools in their workplaces so they can be included in decisions about AI use and deployment. The research is based on data and insights from a survey of 1,173 workers across the US that took place from August 6 to August 26, 2023. It also includes guidance from practitioners, labor economists, research scientists, and labor organizers about whats known and unknown about AI in modern workplaces, including lessons from past technological transformations.AI in the Workplace: How Companies and Workers are Getting it Right. Grant made $35,000. Following the publication of Using AI in Ways that Enhance Worker Dignity and Inclusion, there has been continued discussion by employers, policymakers, researchers, and technologists about the implicat | $85,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,493 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $8,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $361,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,621 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $42,000 | $16,800 | $0 | $25,200 |
| AUDIT FEES | $23,041 | $11,521 | $0 | $11,520 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Cost Or Other Basis | $2,374 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $158 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.2000 | Rt |
| Current Year Expense | $475 | CurrentYearExpenseAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER WORKS INC | |||||||||
| 295 CARROLL STREET | BROOKLYN | NY | 11231 | $50,000 | Using AI in Ways that Enhance Worker Dignity and Inclusion | $50,000 | No | 2023-11-12 | THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATIONFINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT INPURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS. |
| CHARTER WORKS INC | |||||||||
| 295 CARROLL STREET | Brooklyn | NY | 11231 | $35,000 | AI in the workplace:How companies & EE are getting it right. | $35,000 | No | 2024-07-12 | THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATIONFINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT INPURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL TRUST FIXED INCOME OPPORTUNIT | $255,631 | $255,631 |
| HC CAPITAL TRUST US CORP FIXED INCOME SE | $481,091 | $481,091 |
| HC CAPITAL TRUST US GOVERNMENT FIXED INC | $1,764,943 | $1,764,943 |
| HC CAPITAL TRUST US MORTGAGE/ASSET BACKE | $415,769 | $415,769 |
| SPDR SERIES TRUST PORTFOLIO SHORT ETF | ||
| VANGUARD SHORT TERM CORPORATE | ||
| ISHARES 1-5 YEAR INVESTMENT GRADE-CORP B |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL TRUST EMERGING MKTS | $514,445 | $514,445 |
| INSTITUTIONAL INTL. EQUITY PORTFOLIO | $1,209,942 | $1,209,942 |
| HC CAPITAL TRUST INSTL GROWTH EQUITY | $2,904,837 | $2,904,837 |
| HC SELECT EQUITY FUND II LP | $985,719 | $985,719 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HIRTLE CALLAGHAN PE FUND 2020 LTD | FMV | $211,418 | $211,418 |
| HIRTLE CALLAGHAN PE OFFSHORE FUND 2022 | FMV | $43,151 | $43,151 |
| HC ALTRNTV CREDIT OPPRTNS PORTFOLIO LTD | FMV | $160,206 | $160,206 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $2,374 | $633 | $1,741 | |
| Miscellaneous | $1,741 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $64,457 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $58,425 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MISC TAX RECEIVABLE | $8,431 | |
| MISCELLANEOUS OTHER TAX RECEIVABLE | $8,431 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER EXP | $1,522 | $1,522 |
| Conference & Prof Network | $6,009 | $6,009 |
| DUES AND SUBSCRIPTIONS | $763 | $256 |
| INSURANCE | $12,958 | $12,958 |
| MISCELLANEOUS EXPENSES | $1,143 | $1,015 |
| PAYROLL PROCESSING FEES | $501 | $430 |
| STORAGE | $860 | $860 |
| WEBSITE SERVICES | $7,360 | $7,360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $8,431 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES - DEUTSCHE | $7,040 | $7,040 | $0 | $0 |
| MANAGEMENT FEES - HIRTLE CALLAGHAN | $65,171 | $65,171 | $0 | $0 |
| RESEARCH & SOCIAL MEDIA | $41,700 | $0 | $0 | $39,950 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $12,512 | $12,512 |
| STATE FILING FEE | $975 | $975 |
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