2021-12-20T11:10:02-06:00 2021-04-30 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990PF 2020-05-01 131624043 INDUSTRIAL RELATIONS COUNSELORS INC INDU 2124754378 362 PACIFIC STREET NO 2 BROOKLYN NY 11217 HAL BURLINGAME PRESIDENT 2124754378 2021-12-16 1 HAL BURLINGAME 999009999 KOPPELMAN MARC R P00845059 9145249000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 10471776 X X 116359 116359 386598 3521267 386598 502957 502957 0 0 0 50694 0 47296 71438 30575 43863 212956 72726 139630 4969 0 250 188 0 188 24767 0 24831 365012 103301 256058 178525 178525 543537 103301 434583 -40580 399656 41773 162564 162564 18109 10405 10405 5143 5143 6095675 6701167 6701167 2524669 3592497 3592497 0 0 0 8680226 10471776 10471776 27728 24302 1294 2485 29022 26787 X 8651204 10444989 8651204 10444989 8680226 10471776 8651204 -40580 1834365 10444989 0 10444989 PUBLIC TRADED SECURITIES P 3352295 3134669 217626 217626 CAPITAL GAINS DIVIDENDS P 168972 168972 168972 386598 5555 0 5555 0 5555 0 0 0 0 0 0 5555 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.IRC4HR.ORG BART RAFFAELE 2125860600 C/O GPRF SEVEN PENN PLAZA STE 310 NEW YORK NY 10001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 SANDRA LAMB 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 JOHN D HOFMEISTER C/O MP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 TRUSTEE 1.00 0 0 0 NONE 0 JODI STARKMAN 362 PACIFIC STREET 2 BROOKLYN NY 11217 CONSULTANT 138700 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE FIFTH FLOOR WEST CONSHOHOCKEN PA 19428 INVESTMENT ADVISORY 64171 0 0 9457400 196779 0 9654179 0 0 9654179 144813 9509366 475468 475468 5555 5555 469913 0 469913 0 469913 434583 0 434583 0 434583 469913 343064 0 0 434583 343064 0 0 91519 0 0 0 0 0 0 0 0 378394 0 0 0 JODI STARKMAN C/O IRC INC 362 PACIFIC STREET BROOKLYN NY 11217 4014724470 INFO@IRC4HR.ORG 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. GRANT REQUESTS ARE CONSIDERED ON A ROLLING CALENDAR BASIS. 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. CLAREMONT GRADUATE UNIVERSITY 150 E 10TH ST CLAREMONT CA 91711 PC THE $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. 20000 MIT INITIATIVE ON THE DIGITAL ECONOMY 245 FIRST STREET CAMBRIDGE MA 02142 PC THE $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? 50000 NATIONAL ACADEMY FOR HUMAN RESOURCES 5420 CHALLEN PLACE DOWNERS GROVE IL 60515 PC THE $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. 5000 THE NETWORK ROUNDTABLE LLC 21 BLUE JAY DRIVE CONCORD MA 01742 NC THE $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. 40000 PHILANTHROPY GROWTH NETWORK 525 EAST 72ND STREET APT 11I NEW YORK NY 10021 PC THE $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. 4000 INTERNATIONAL LONGEVITY CENTRE 36-37 ALBERT EMBANKMENT LONDON UK SE1 7TL NC THE $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 40000 THE NETWORK ROUNDTABLE LLC 21 BLUE JAY DRIVE CONCORD MA 01742 NC THE $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. 17000 NATIONAL ACADEMY FOR HUMAN RESOURCES 5420 CHALLEN PLACE DOWNERS GROVE IL 60515 PC THE $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. 2525 178525 0 14 116359 18 386598 0 502957 0 502957 0 0 0 0 0 0 0 0 0 0 MARKS PANETH 20000 10000 10000 PAUL SHAPIRO 9438 3775 8663 GPRF. PC 42000 16800 25200 THE NETWORK ROUNDTABLE LLC 21 BLUE JAY DRIVE CONCORD MA 01742 2020-07-09 40000 THIS 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. 40000 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. THE NETWORK ROUNDTABLE LLC 21 BLUE JAY DRIVE CONCORD MA 01742 2020-10-26 12500 THIS 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. 12500 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 36-37 ALBERT EMBANKMENT LONDON UK SE1 7TL 2020-10-08 40000 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 40000 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. HC CAPITAL TRUST FIXED INCOME 615139 615139 HC CAPITAL TRUST US CORPORATED FIXED INCOME SEC PORTFOLIO 539728 539728 HC CAPITAL TRUST US GOVERNMENT FIXED INCO INCOME SEC 510809 510809 HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SEC 467850 467850 HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO HCS 396735 396735 SPDR SERIES TRUST PORTFOLIO SHORT ETF 354875 354875 VANGUARD SHORT TERM CORPORATE 353836 353836 ISHARES 1-5 YEAR INVESTMENT GRADE - CORPORATE BOND ETF 353525 353525 HC CAPITAL TRUST EMERGING MKTS 819208 819208 HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO 1821037 1821037 HC CAPITAL TRUST INSTL GRWTH EQUITY 3149453 3149453 HIRTLE CALLAGHAN ABSOLUTE RETURN 17031 17031 HC SELECT EQUITY FUND II LP 788111 788111 HC TOTAL RETURN I OFFSHORE LTD HOLDBACK 106327 106327 MAUREEN MCCARTHY 49560 0 45250 PBWT 1134 0 2046 INSURANCE 17820 0 17820 STORAGE 860 0 1003 OFFICE EXPENSES 358 0 358 WEBSITE SERVICES 4800 0 4800 DUES AND SUBSCRIPTIONS 929 0 850 UNREALIZED GAIN 1834365 FEDERAL EXCISE TAX PAYABLE 1294 2485 MANAGEMENT FEES - DEUTSCHE BANK 7535 7535 0 INVESTMENT FEES - HIRTLE CALLGAHAN 64171 64171 0 PROFESSIONAL FEES - AMY LEMLEY 2550 1020 1530 CONSULTANT FEES - JODI STARKMAN 138700 0 138100 STATE FILING FEE 500 0 250 EXCISE TAXES 4469 0 0