BETA

INDUSTRIAL RELATIONS COUNSELORS INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INDUSTRIAL RELATIONS COUNSELORS INC (EIN 13-1624043)
Tax period
2020-05-01 to 2021-04-30
Filed
2021-12-20
IRS object ID
202113549349100306
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-20T11:10:02-06:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113518842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARKS PANETH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 MANHATTANVILLE ROADAddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624043EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDUSTRIAL RELATIONS COUNSELORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDUBusinessNameControlTxt
Phone2124754378PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1362 PACIFIC STREET NO 2AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAL BURLINGAMEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124754378PhoneNum
Signature2021-12-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHALPersonFirstNm
Person LastBURLINGAMEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKOPPELMAN MARC RPreparerPersonNm
PTINP00845059PTIN
Phone9145249000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,471,776FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$116,359DividendsRevAndExpnssAmt
Dividends Net Invst Incm$116,359DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$386,598NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,521,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$386,598CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$502,957TotalRevAndExpnssAmt
Total Net Invst Incm$502,957TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$50,694LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$47,296LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$71,438AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,575AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$43,863AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$212,956OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$72,726OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$139,630OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,969TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$188TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$188TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,767OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$24,831OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$365,012TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$103,301TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$256,058TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$178,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$178,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$543,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$103,301TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$434,583TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$40,580ExcessRevenueOverExpensesAmt
Net Investment Income$399,656NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,773CashBOYAmt
Cash EOY$162,564CashEOYAmt
Cash EOYFMV$162,564CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,109SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,405SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,405SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$5,143PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,143PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$6,095,675CorporateStockBOYAmt
Corporate Stock EOY$6,701,167CorporateStockEOYAmt
Corporate Stock EOYFMV$6,701,167CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,524,669CorporateBondsBOYAmt
Corporate Bonds EOY$3,592,497CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,592,497CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$8,680,226TotalAssetsBOYAmt
Total Assets EOY$10,471,776TotalAssetsEOYAmt
Total Assets EOYFMV$10,471,776TotalAssetsEOYFMVAmt
Accounts Payable BOY$27,728AccountsPayableBOYAmt
Accounts Payable EOY$24,302AccountsPayableEOYAmt
Other Liabilities BOY$1,294OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,485OtherLiabilitiesEOYAmt
Total Liabilities BOY$29,022TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,787TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,651,204NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,444,989NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,651,204TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,444,989TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,680,226TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,471,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,651,204TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$40,580ExcessRevenueOverExpensesAmt
Other Increases$1,834,365OtherIncreasesAmt
Subtotal$10,444,989SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,444,989TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLIC TRADED SECURITIESP$3,352,295$3,134,669$217,626$217,626
CAPITAL GAINS DIVIDENDSP$168,972$168,972$168,972
FieldValueIRS element (for citing)
Capital Gain Net Income$386,598CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,555SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$5,555TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.IRC4HR.ORGWebsiteAddressTxt
Individual With BooksBART RAFFAELEIndividualWithBooksNm
Phone2125860600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O GPRF SEVEN PENN PLAZA STE 310AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SYDNEY R ROBERTSON
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577SECRETARY1.00$0$0$0
HAROLD W BURLINGAME
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577PRESIDENT & TREASURER4.00$0$0$0
KATHLEEN BARCLAY
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577TRUSTEE1.00$0$0$0
SANDRA LAMB
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577TRUSTEE1.00$0$0$0
JOHN C STEELE
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577TRUSTEE1.00$0$0$0
RICHARD L ANTOINE
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577VICE PRESIDENT1.00$0$0$0
ANTOINETTE LABELLE
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577TRUSTEE1.00$0$0$0
EVA SAGE-GAVIN
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577TRUSTEE1.00$0$0$0
JOHN D HOFMEISTER
C/O MP 4 MANHATTANVILLE ROADPURCHASENY10577TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JODI STARKMAN
362 PACIFIC STREET 2BROOKLYNNY11217CONSULTANT$138,700
HIRTLE CALLAGHAN & CO
300 BARR HARBOR DRIVE FIFTH FLOORWEST CONSHOHOCKENPA19428INVESTMENT ADVISORY$64,171
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,457,400AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$196,779AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,654,179TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,654,179AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$144,813CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,509,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$475,468MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$475,468MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,555TaxBasedOnInvestmentIncomeAmt
Total Tax$5,555TotalTaxAmt
Distributable Before Adj$469,913DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$469,913DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$469,913DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$434,583ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$434,583QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$434,583AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$469,913DistributableAsAdjustedAmt
Undistributed Income PY$343,064UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$434,583QualifyingDistributionsAmt
Applied To Year1$343,064AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$91,519AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$378,394UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJODI STARKMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O IRC INC 362 PACIFIC STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11217ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4014724470RecipientPhoneNum
Recipient Email AddressINFO@IRC4HR.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGRANT 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 DeadlinesGRANT REQUESTS ARE CONSIDERED ON A ROLLING CALENDAR BASIS.SubmissionDeadlinesTxt
Restrictions On AwardsINDUSTRIAL 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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CLAREMONT GRADUATE UNIVERSITY
150 E 10TH STCLAREMONTCA91711PCTHE $20,000 GRANT TO CLAREMONT GRADUATE UNIVERSITY WAS MADE IN SUPPORT OF AN ONGOING STUDY OF 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. BUILDING UPON A PREVIOUS IRC-FUNDED RESEARCH STUDY ON ORGANIZING FOR BUSINESS ECOSYSTEM LEADERSHIP, THIS GRANT IS BEING USED TO DEVELOP A CAPABILITY FRAMEWORK TO HELP ORGANIZATIONS CLOSE THIS GAP.$20,000
MIT INITIATIVE ON THE DIGITAL ECONOMY
245 FIRST STREETCAMBRIDGEMA02142PCTHE $50,000 GRANT TO MIT'S INITIATIVE ON THE DIGITAL ECONOMY (IDE) WAS MADE TO SUPPORT A RESEARCH PROGRAM THAT IS 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 PLACEDOWNERS GROVEIL60515PCTHE $5,000 GRANT TO THE NATIONAL ACADEMY FOR HUMAN RESOURCES (NAHR) IS IN SUPPORT OF ITS 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.$5,000
THE NETWORK ROUNDTABLE LLC
21 BLUE JAY DRIVECONCORDMA01742NCTHE $40,000 GRANT TO THE NETWORK ROUNDTABLE, LLC WAS IN SUPPORT OF AN ONGOING STUDY ON THE PRACTICE OF AGILITY 'AT THE POINT OF EXECUTION'. THE RESEARCH INCLUDED INTERVIEWS OF 100 PROJECT LEADERS ACROSS 20 WORLD-CLASS ORGANIZATIONS TO BETTER UNDERSTAND: (1) COLLABORATIVE PRACTICES THAT ENABLE THESE LEADERS TO PROMOTE HEALTHY NETWORK PATTERNS CRITICAL TO PROJECT SUCCESS AND TO AVOID EXCESSIVE COLLABORATION FRICTION THAT DERAILS EFFORTS AND (2) THE CONTEXT THESE LEADERS CREATE THROUGH LEADERSHIP PRINCIPLES, TALENT PROCESSES, USE OF COLLABORATIVE TOOLS, ETC., WHICH ENABLES PRODUCTIVE COLLABORATION TO EMERGE. THE IDENTIFICATION OF PRACTICES SHOWN TO BE THE MOST EFFECTIVE IN MANAGING COLLABORATIVE, DISTRIBUTED TEAMS WAS INCREDIBLY TIMELY AS THE RESULTS AND INSIGHTS COULD BE APPLIED TO MANAGING IN THE AGE OF COVID-19, WHERE MANY TEAMS ARE COLLABORATING IN BOTH DISTRIBUTED AND REMOTE CONDITIONS.$40,000
PHILANTHROPY GROWTH NETWORK
525 EAST 72ND STREET APT 11INEW YORKNY10021PCTHE $4,000 GRANT IS TO FUND THE SOCIAL IMPACT EXCHANGE, A LEARNING COMMUNITY THAT SHARES KNOWLEDGE AND PRACTICES TO HELP FUNDERS AND CROSS-SECTOR STAKEHOLDERS LEARN ABOUT AND ENGAGE IN SYSTEMS CHANGE INITIATIVES.$4,000
INTERNATIONAL LONGEVITY CENTRE
NCTHE $40,000 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$40,00036-37 ALBERT EMBANKMENTLONDONUKSE1 7TL
THE NETWORK ROUNDTABLE LLC
21 BLUE JAY DRIVECONCORDMA01742NCTHE $17,000 GRANT WAS MADE 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
NATIONAL ACADEMY FOR HUMAN RESOURCES
5420 CHALLEN PLACEDOWNERS GROVEIL60515PCTHE $2,525 GRANT IS BEING USED TO FUND PART 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.$2,525
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,525TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116,359ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$386,598ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$502,957ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$502,957TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKS PANETH$20,000$10,000$10,000
PAUL SHAPIRO$9,438$3,775$8,663
GPRF. PC$42,000$16,800$25,200

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
THE NETWORK ROUNDTABLE LLC
21 BLUE JAY DRIVECONCORDMA017422020-07-09$40,000THIS IS THE FINAL PAYMENT IN A GRANT TO THE NETWORK ROUNDTABLE, LLC THAT WAS IN SUPPORT OF AN ONGOING STUDY ON THE PRACTICE OF AGILITY 'AT THE POINT OF EXECUTION'. THE RESEARCH INCLUDED INTERVIEWS OF 100 PROJECT LEADERS ACROSS 20 WORLD-CLASS ORGANIZATIONS TO BETTER UNDERSTAND: (1) COLLABORATIVE PRACTICES THAT ENABLE THESE LEADERS TO PROMOTE HEALTHY NETWORK PATTERNS CRITICAL TO PROJECT SUCCESS AND TO AVOID EXCESSIVE COLLABORATION FRICTION THAT DERAILS EFFORTS AND (2) THE CONTEXT THESE LEADERS CREATE THROUGH LEADERSHIP PRINCIPLES, TALENT PROCESSES, USE OF COLLABORATIVE TOOLS, ETC., WHICH ENABLES PRODUCTIVE COLLABORATION TO EMERGE. THE IDENTIFICATION OF PRACTICES SHOWN TO BE THE MOST EFFECTIVE IN MANAGING COLLABORATIVE, DISTRIBUTED TEAMS IS INCREDIBLY TIMELY AS THE RESULTS AND INSIGHTS COULD BE APPLIED TO MANAGING IN THE AGE OF COVID-19, WHERE MANY TEAMS ARE COLLABORATING IN BOTH DISTRIBUTED AND REMOTE CONDITIONS.$40,000THE 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.
THE NETWORK ROUNDTABLE LLC
21 BLUE JAY DRIVECONCORDMA017422020-10-26$12,500THIS IS THE FIRST 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.$12,500THE 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
2020-10-08$40,000THIS 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$40,000THE 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 EMBANKMENTLONDONUKSE1 7TL

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HC CAPITAL TRUST FIXED INCOME$615,139$615,139
HC CAPITAL TRUST US CORPORATED FIXED INCOME SEC PORTFOLIO$539,728$539,728
HC CAPITAL TRUST US GOVERNMENT FIXED INCO INCOME SEC$510,809$510,809
HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SEC$467,850$467,850
HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO HCS$396,735$396,735
SPDR SERIES TRUST PORTFOLIO SHORT ETF$354,875$354,875
VANGUARD SHORT TERM CORPORATE$353,836$353,836
ISHARES 1-5 YEAR INVESTMENT GRADE - CORPORATE BOND ETF$353,525$353,525

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HC CAPITAL TRUST EMERGING MKTS$819,208$819,208
HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO$1,821,037$1,821,037
HC CAPITAL TRUST INSTL GRWTH EQUITY$3,149,453$3,149,453
HIRTLE CALLAGHAN ABSOLUTE RETURN$17,031$17,031
HC SELECT EQUITY FUND II LP$788,111$788,111
HC TOTAL RETURN I OFFSHORE LTD HOLDBACK$106,327$106,327

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MAUREEN MCCARTHY$49,560$0$45,250
PBWT$1,134$0$2,046

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$17,820$0$17,820
STORAGE$860$0$1,003
OFFICE EXPENSES$358$0$358
WEBSITE SERVICES$4,800$0$4,800
DUES AND SUBSCRIPTIONS$929$0$850

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$1,834,365Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$1,294BOYBookValueAmt
EOY Book Value$2,485EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES - DEUTSCHE BANK$7,535$7,535$0
INVESTMENT FEES - HIRTLE CALLGAHAN$64,171$64,171$0
PROFESSIONAL FEES - AMY LEMLEY$2,550$1,020$1,530
CONSULTANT FEES - JODI STARKMAN$138,700$0$138,100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE$500$0$250
EXCISE TAXES$4,469$0$0

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