INDUSTRIAL RELATIONS COUNSELORS INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INDUSTRIAL RELATIONS COUNSELORS INC (EIN 13-1624043)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2023-03-09
- IRS object ID
- 202310689349101011
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T21:54:56-06:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | 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 | 2124754378 | 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 | HAL BURLINGAME | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124754378 | PhoneNum |
| Signature | 2023-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAL | PersonFirstNm |
| Person Last | BURLINGAME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC KOPPELMAN | PreparerPersonNm |
| PTIN | P00845059 | PTIN |
| Phone | 9145249000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,276,030 | 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 | $177,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $894,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,925,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $894,766 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,072,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,072,483 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,005 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $59,645 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,874 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,820 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,759 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $357 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $357 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,507 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $431,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $333,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $626,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $515,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $445,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $977,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,564 | CashBOYAmt |
| Cash EOY | $127,891 | CashEOYAmt |
| Cash EOYFMV | $127,891 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,261 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,143 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $143 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $143 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,701,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,531,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,531,299 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,592,497 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,481,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,481,195 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $91,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,241 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,471,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,276,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,276,030 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,302 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,995 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,485 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,995 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,444,989 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,256,035 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,444,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,256,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,471,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,276,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,444,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $445,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,890,718 | SubtotalAmt |
| Other Decreases | $1,634,683 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,256,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $2,017,536 | $2,030,755 | -$13,219 | -$13,219 |
| CAPITAL GAINS DIVIDENDS | P | $907,985 | $907,985 | $907,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $894,766 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,008 | OverpaymentAmt |
| Applied To ES Tax | $7,008 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IRC4HR.ORG | WebsiteAddressTxt |
| Individual With Books | BART RAFFAELE | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SYDNEY R ROBERTSON | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HAROLD W BURLINGAME | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | PRESIDENT & TREASURER | 4.00 | $0 | $0 | $0 |
| KATHLEEN BARCLAY | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN C STEELE | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD L ANTOINE | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANTOINETTE LABELLE | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EVA SAGE-GAVIN | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODI STARKMAN | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | EXECUTIVE DIRECTOR | 30.00 | $137,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 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 | $60,586 |
| MAUREEN MCCARTHY | |||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | LEGAL FEES | $57,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,262,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,443,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,443,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,286,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $514,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $514,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,592 | TotalTaxAmt |
| Distributable Before Adj | $500,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $500,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $500,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $515,573 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $515,573 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $378,394 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $515,573 | QualifyingDistributionsAmt |
| Applied To Year1 | $378,394 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $363,556 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | C/O IRC INC 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. | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAREMONT GRADUATE UNIVERSITY | |||||||||||
| 150 E 10TH ST | CLAREMONT | CA | 91711 | PC | THIS IS THE SECOND (FINAL) PAYMENT OF A GRANT MADE TO DEVELOP A CAPABILITY FRAMEWORK FOR BUSINESS ECOSYSTEM LEADERSHIP. WITH THE INCREASING IMPORTANCE OF ECOSYSTEM-BASED BUSINESS MODELS, BUSINESS ECOSYSTEM LEADERSHIP CAPABILITIES ARE BECOMING A MAJOR SOURCE OF COMPETITIVE ADVANTAGE AND INDISPENSABLE FOR THE LONG-TERM SURVIVAL OF ORGANIZATIONS. THE CHALLENGES OF ENGAGING IN THIS NEW UNIVERSE ARE SUBSTANTIAL AND CAN BE DAUNTING FOR ORGANIZATIONS. DESPITE THE CURRENT HYPE AROUND THIS TOPIC, THERE IS STILL A LIMITED UNDERSTANDING OF THE INTER-ORGANIZATIONAL DYNAMICS BETWEEN THE PARTICIPANTS OF AN ECOSYSTEM AND THE CAPABILITIES REQUIRED TO SUCCESSFULLY LEVERAGE ITS POTENTIAL. THIS GRANT (AND THE RELATED RESEARCH) BUILDS UPON A PREVIOUS IRC-FUNDED RESEARCH STUDY ON ORGANIZING FOR BUSINESS ECOSYSTEM LEADERSHIP AND IS BEING USED TO HELP ORGANIZATIONS CLOSE THIS GAP. | $25,000 | |||||
| INTERNATIONAL LONGEVITY CENTRE | |||||||||||
| NC | THIS IS THE SECOND PAYMENT OF A GRANT THAT IS BEING USED TO FUND "WORK FOR TOMORROW," A GLOBAL INNOVATION COMPETITION, WHICH SEEKS TO IDENTIFY AND REWARD THE MOST PROMISING INNOVATIONS TO ADDRESS THE CHALLENGES AND OPPORTUNITIES OF AN AGING WORKFORCE. THERE ARE FOUR KEY CHALLENGE AREAS THAT INCLUDE MAINTAINING GOOD HEALTH; BUILDING KNOWLEDGE, SKILLS, AND COMPETENCE; ADDRESSING DISCRIMINATION AND SUPPORTING DIVERSITY; AND ADAPTING THE WORKPLACE. | $30,000 | 36-37 ALBERT EMBANKMENT | LONDON | UK | SE1 7TL | |||||
| MIT INITIATIVE ON THE DIGITAL ECONOMY | |||||||||||
| 245 FIRST STREET | CAMBRIDGE | MA | 02142 | PC | THIS IS THE THIRD PAYMENT OF A GRANT TO MIT IDE THAT WAS MADE TO SUPPORT A RESEARCH PROGRAM FOCUSED ON EXPLORING HOW PEOPLE AND BUSINESSES WILL WORK, INTERACT, AND PROSPER IN AN ERA OF PROFOUND DIGITAL TRANSFORMATION. IT SEEKS TO ANSWER THE QUESTIONS: WHAT WILL THE WORKFORCE OF THE FUTURE LOOK LIKE? HOW CAN WE ACCELERATE THE TRANSFORMATION OF INSTITUTIONS, ORGANIZATIONS, AND HUMAN SKILLS TO KEEP UP WITH THE QUICKENING PACE OF DIGITAL INNOVATION SO THAT NOBODY IS LEFT BEHIND? | $50,000 | |||||
| NATIONAL ACADEMY FOR HUMAN RESOURCES | |||||||||||
| 5420 CHALLEN PLACE | DOWNERS GROVE | IL | 60515 | PC | THIS REPRESENTS TWO GRANTS OF $5,000 EACH THAT WERE MADE IN SUPPORT OF NAHR'S MISSION TO RECOGNIZE AND ADVANCE EXCELLENCE IN THE HR PROFESSION. THIS IS ACCOMPLISHED BY (1) RECOGNIZING THOSE WHO HAVE SIGNIFICANTLY CONTRIBUTED TO THE HUMAN RESOURCES PROFESSION (2) SHARING THE EXPERIENCE OF ITS NAHR FELLOWS (3) IMPACTING THE EDUCATION AND EXPERIENCES OF THOSE STUDYING HR (4) SUPPORTING AND CONNECTING NAHR FELLOWS FOR PROFESSIONAL AND PERSONAL GROWTH (5) EDUCATING BUSINESS, GOVERNMENT, AND NON-PROFIT LEADERS AND COMMUNITIES OF THE POSITIVE IMPACT EFFECTIVE HR HAS ON THE SUCCESS OF ORGANIZATIONS AND THEIR EMPLOYEES AND COMMUNITIES. | $10,000 | |||||
| NATIONAL ACADEMY FOR HUMAN RESOURCES FOUNDATION | |||||||||||
| 5420 CHALLEN PLACE | DOWNERS GROVE | IL | 60515 | PC | THIS GRANT IS BEING USED TO FUND ONE-HALF OF A SCHOLARSHIP FOR A STUDENT PURSUING A MASTER'S DEGREE IN HUMAN RESOURCES. IT IS IN MEMORY OF RICHARD A. BEAUMONT, IRC'S FORMER DIRECTOR OF RESEARCH AND TRUSTEE EMERITUS. | $2,500 | |||||
| THE NETWORK ROUNDTABLE LLC | |||||||||||
| 21 BLUE JAY DRIVE | CONCORD | MA | 01742 | NC | THIS REPRESENTS THE SECOND AND THIRD (FINAL) PAYMENT IN A GRANT TO THE NETWORK ROUNDTABLE, LLC THAT IS IN SUPPORT OF A STUDY THAT SHOWS HOW PEOPLE'S CONNECTIONS WITH OTHERS CREATE THE ESSENTIAL FABRIC THAT UNDERPINS WELL-BEING. EVERY MODEL OF WELL-BEING INCLUDES RELATIONSHIPS AS A COMPONENT OF WHAT CREATES A HAPPIER PERSON. BUT IN MOST MODELS, THE RELATIONSHIPS ARE SEPARATE FROM THE OTHER COMPONENTS RATHER THAN CONSIDERING HOW RELATIONSHIPS DRIVE THEM. THIS STUDY PLACES RELATIONSHIPS AT THE CENTER AND EXPLORES THE WAYS THAT CONNECTIONS ENABLE OR ENHANCE FOUR PILLARS OF WELL-BEING A SENSE OF PURPOSE, RESILIENCE, PERSONAL GROWTH, AND PHYSICAL HEALTH AND HOW PEOPLE WHO INTENTIONALLY MANAGE CONNECTIONS IN CERTAIN WAYS SEE BETTER RESULTS. | $33,000 | |||||
| THE GIVING BACK FUND | |||||||||||
| 2208 CANYONBACK ROAD | LOS ANGELES | CA | 90049 | PC | THIS GRANT IS BEING USED TO FUND "BOUNCE FORWARD: HELPING SMALL BUSINESSES & WORKERS THRIVE TOGETHER (PART TWO)". THE GOAL OF THE BOUNCE FORWARD PROGRAM IS TO MAKE WORK MORE EQUITABLE AND FULFILLING SO THAT WORKERS, BUSINESSES, AND COMMUNITIES CAN THRIVE TOGETHER. IN PART TWO OF THE PILOT, OWNERS PARTICIPATE IN AN ALUMNI PROGRAM TO DEVELOP THEIR COACHING SKILLS AND TEAM LEADERSHIP CAPABILITIES MORE FULLY. THE ALUMNI PROGRAM ALSO DIRECTLY ENGAGES EMPLOYEES IN EXPERIENTIAL LEARNING TO MAKE WORK MORE ENJOYABLE AND ENHANCE THEIR WELL-BEING. THERE IS ONE MORE GRANT PAYMENT DUE AT THE COMPLETION OF THE ALUMNI PROGRAM AND DELIVERY OF A FINAL REPORT. | $20,000 | |||||
| FOUNDATION FOR INCLUSION | |||||||||||
| 4530 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | PC | THIS GRANT IS BEING USED TO FUND "BOUNCE FORWARD: HELPING SMALL BUSINESSES & WORKERS THRIVE TOGETHER (PART ONE)". THE GOAL OF THE BOUNCE FORWARD PROGRAM IS TO MAKE WORK MORE EQUITABLE AND FULFILLING SO THAT WORKERS, BUSINESSES, AND COMMUNITIES CAN THRIVE TOGETHER. IT STARTS WITH HELPING BUSINESS LEADERS CHANGE THEIR APPROACH TO LEADERSHIP AND DEVELOP THE FULL POTENTIAL OF THEIR WORKFORCE. PART ONE IS A PROOF-OF-CONCEPT PILOT DESIGNED AS AN EIGHT-WEEK COACHING AND EXPERIENTIAL LEADERSHIP PROGRAM FOR WOMEN AND BIPOC SMALL BUSINESS OWNERS SO THAT THEY CAN MORE EFFECTIVELY TAP INTO THE CREATIVITY, INTELLIGENCE, AND PERFORMANCE OF THEIR TEAMS. IN THE PROCESS, OWNERS CREATE OPPORTUNITIES TO REIMAGINE THE EMPLOYER/EMPLOYEE RELATIONSHIP AND IMPROVE JOB QUALITY, WHILE ENHANCING THEIR OWN EXPERIENCE AND SUCCESS AS A SMALL BUSINESS OWNER. | $20,000 | 106 | ||||
| WORKFORCE & ORGANIZATIONAL RESEARCH CENTER INC | |||||||||||
| 924 SHERMAN AVENUE | EVANSTON | IL | 60202 | NC | THIS IS THE FIRST PAYMENT OF A GRANT MADE FOR THE PURPOSE OF DEVELOPING A SET OF EDUCATIONAL MATERIALS AND PRESENTATIONS TO RAISE AWARENESS AMONG THE IMPACT INVESTOR COMMUNITY OF THE EVIDENCE BASE REGARDING THE POWER OF IMPROVING JOBS TO GENERATE ABOVE-MARKET RETURNS (ALPHA) AND TO EXECUTE A CAMPAIGN TO INFORM THIS AUDIENCE. | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,717 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $894,766 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,072,483 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,072,483 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKS PANETH | $18,000 | $9,000 | $10,750 |
| GPRF. PC | $42,000 | $16,800 | $25,200 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE NETWORK ROUNDTABLE LLC | |||||||||||||
| 21 BLUE JAY DRIVE | CONCORD | MA | 01742 | 2021-06-09 | $17,000 | THIS IS THE SECOND PAYMENT IN A GRANT TO THE NETWORK ROUNDTABLE, LLC THAT IS IN SUPPORT OF A STUDY THAT SHOWS HOW PEOPLE'S CONNECTIONS WITH OTHERS CREATE THE ESSENTIAL FABRIC THAT UNDERPINS WELL-BEING. EVERY MODEL OF WELL-BEING INCLUDES RELATIONSHIPS AS A COMPONENT OF WHAT CREATES A HAPPIER PERSON. BUT IN MOST MODELS, THE RELATIONSHIPS ARE SEPARATE FROM THE OTHER COMPONENTS RATHER THAN CONSIDERING HOW RELATIONSHIPS DRIVE THEM. THIS STUDY PLACES RELATIONSHIPS AT THE CENTER AND EXPLORES THE WAYS THAT CONNECTIONS ENABLE OR ENHANCE FOUR PILLARS OF WELL-BEING A SENSE OF PURPOSE, RESILIENCE, PERSONAL GROWTH, AND PHYSICAL HEALTH AND HOW PEOPLE WHO INTENTIONALLY MANAGE CONNECTIONS IN CERTAIN WAYS SEE BETTER RESULTS. | $17,000 | 2022-01-16 | THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATION FINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT IN PURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS. | ||||
| INTERNATIONAL LONGEVITY CENTRE - UK | |||||||||||||
| 2022-04-04 | $30,000 | THIS GRANT IS BEING USED TO FUND "WORK FOR TOMORROW," A GLOBAL INNOVATION COMPETITION, WHICH SEEKS TO IDENTIFY AND REWARD THE MOST PROMISING INNOVATIONS TO ADDRESS THE CHALLENGES AND OPPORTUNITIES OF AN AGING WORKFORCE. THERE ARE FOUR KEY CHALLENGE AREAS THAT INCLUDE MAINTAINING GOOD HEALTH; BUILDING KNOWLEDGE, SKILLS, AND COMPETENCE; ADDRESSING DISCRIMINATION AND SUPPORTING DIVERSITY; AND ADAPTING THE WORKPLACE | $16,535 | 2022-03-31 | THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATION FINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT IN PURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS. | 36-37 ALBERT EMBANKMENT | LONDON | UK | SE1 7TL | ||||
| THE NETWORK ROUNDTABLE LLC | |||||||||||||
| 21 BLUE JAY DRIVE | CONCORD | MA | 01742 | 2022-01-17 | $16,000 | THIS IS THE LAST PAYMENT IN A GRANT TO THE NETWORK ROUNDTABLE, LLC THAT IS IN SUPPORT OF A STUDY THAT SHOWS HOW PEOPLE'S CONNECTIONS WITH OTHERS CREATE THE ESSENTIAL FABRIC THAT UNDERPINS WELL-BEING. EVERY MODEL OF WELL-BEING INCLUDES RELATIONSHIPS AS A COMPONENT OF WHAT CREATES A HAPPIER PERSON. BUT IN MOST MODELS, THE RELATIONSHIPS ARE SEPARATE FROM THE OTHER COMPONENTS RATHER THAN CONSIDERING HOW RELATIONSHIPS DRIVE THEM. THIS STUDY PLACES RELATIONSHIPS AT THE CENTER AND EXPLORES THE WAYS THAT CONNECTIONS ENABLE OR ENHANCE FOUR PILLARS OF WELL-BEING A SENSE OF PURPOSE, RESILIENCE, PERSONAL GROWTH, AND PHYSICAL HEALTH AND HOW PEOPLE WHO INTENTIONALLY MANAGE CONNECTIONS IN CERTAIN WAYS SEE BETTER RESULTS. | $16,000 | 2022-01-16 | THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATION FINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT IN PURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS. | ||||
| WORKFORCE & ORGANIZATIONAL RESEARCH CENTER INC | |||||||||||||
| 924 SHERMAN AVENUE | EVANSTON | IL | 60202 | 2022-04-15 | $5,000 | THE $5,000 GRANT TO WORKFORCE & ORGANIZATIONAL RESEARCH CENTER, INC IS TO DEVELOP A SET OF EDUCATIONAL MATERIALS AND PRESENTATIONS TO RAISE AWARENESS AMONG THE IMPACT INVEST COMMUNITY OF THE EVIDENCE BASE REGARDING THE POWER OF IMPROVING JOBS TO GENERATE ABOVE-MARKET RETURNS (ALPHA) AND TO EXECUTE A CAMPAIGN TO INFORM THIS AUDIENCE. | $5,000 | 2022-12-08 | THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATION FINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT IN PURSUIT 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 OPPORTUNITY PORTFOLIO | $595,038 | $595,038 |
| HC CAPITAL TRUST US CORPORATED FIXED INCOME SEC PORTFOLIO | $521,076 | $521,076 |
| HC CAPITAL TRUST US GOVERNMENT FIXED INCO INCOME SEC | $500,903 | $500,903 |
| HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SEC | $449,504 | $449,504 |
| SPDR SERIES TRUST PORTFOLIO SHORT ETF | $474,913 | $474,913 |
| VANGUARD SHORT TERM CORPORATE | $469,862 | $469,862 |
| ISHARES 1-5 YEAR INVESTMENT GRADE - CORPORATE BOND ETF | $469,899 | $469,899 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL TRUST EMERGING MKTS | $577,231 | $577,231 |
| HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | $1,119,229 | $1,119,229 |
| HC CAPITAL TRUST INSTL GRWTH EQUITY | $2,991,501 | $2,991,501 |
| HC SELECT EQUITY FUND II LP | $843,338 | $843,338 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HIRTLE CALLAGHAN PE FUND 2020 LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $91,241 | BookValueAmt |
| EOYFMV | $91,241 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAUREEN MCCARTHY | CategoryTxt |
| Legal Fees | $57,005 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $59,645 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,634,683 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $16,598 | $0 | $16,598 |
| STORAGE | $860 | $0 | $860 |
| OFFICE EXPENSES | $423 | $0 | $423 |
| WEBSITE SERVICES | $8,640 | $0 | $8,640 |
| DUES AND SUBSCRIPTIONS | $872 | $0 | $989 |
| PAYROLL PROCESSING FEES | $997 | $0 | $997 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $2,485 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES - DEUTSCHE BANK | $8,288 | $8,288 | $0 |
| INVESTMENT FEES - HIRTLE CALLGAHAN | $60,586 | $60,586 | $0 |
| CONSULTANT FEES - JODI STARKMAN | $11,600 | $0 | $26,400 |
| SOCIAL MEDIA - ED FRAUENHEIM | $16,500 | $0 | $14,750 |
| CONSULTANT FEES - EVERYDAY BRIGHT, LLC | $5,000 | $0 | $5,000 |
| SOCIAL MEDIA - GET AMY LEMLEY LLC | $170 | $0 | $170 |
| SOCIAL MEDIA - WEAVING INFLUENCE, INC. | $13,500 | $0 | $13,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $750 | $0 | $750 |
| EXCISE TAXES | $20,599 | $0 | $0 |
| PAYROLL TAXES | $11,009 | $0 | $11,009 |
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