INDUSTRIAL RELATIONS COUNSELORS INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INDUSTRIAL RELATIONS COUNSELORS INC (EIN 13-1624043)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-01-21
- IRS object ID
- 202140219349100904
- Schema version
- 2019v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets 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 | 2021-01-21T15:49:59-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | 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 |
| Business Name Line2 | C/O MAUREEN MCCARTHY | BusinessNameLine2Txt |
| 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 NO 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 | 2021-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KOPPELMAN MARC R | PreparerPersonNm |
| PTIN | P00845059 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,680,228 | 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 | $233,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,452,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319,338 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $552,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $552,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $143,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $143,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,948 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,948 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,437 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $800 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,541 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,541 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,546 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $318,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $736,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$184,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $444,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,889 | CashBOYAmt |
| Cash EOY | $41,773 | CashEOYAmt |
| Cash EOYFMV | $41,773 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,109 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,913,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,095,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,095,677 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,464,746 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,524,669 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,524,669 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,156 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,502,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,680,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,680,228 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,988 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,728 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,294 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,022 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,479,335 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,651,204 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,479,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,651,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,502,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,680,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,479,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$184,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,295,262 | SubtotalAmt |
| Other Decreases | $644,058 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,651,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM CORPORATE BOND ETF | P | 2019-06-26 | $10,035 | $9,915 | $120 | $120 |
| SPDR BARCLAYS SHORT TERM CORP BD ETF | P | 2019-06-26 | $15,027 | $15,022 | $5 | $5 |
| VANGUARD SHORT TERM CORPORATE BOND ETF | P | 2019-06-26 | $15,073 | $14,999 | $74 | $74 |
| HC CAPITAL TRUST FIXED INCOME | P | 2019-06-27 | $15,000 | $15,576 | -$576 | -$576 |
| HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY | P | 2019-06-27 | $355,000 | $393,040 | -$38,040 | -$38,040 |
| HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | P | 2019-06-27 | $120,000 | $125,475 | -$5,475 | -$5,475 |
| HC CAPITAL TRUST REAL ESTATE SECURITIES | P | 2020-06-27 | $10,000 | $10,148 | -$148 | -$148 |
| HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | P | 2019-07-08 | $30,000 | $31,264 | -$1,264 | -$1,264 |
| HC CAPITAL TRUST INSTL EQUITY | P | 2019-07-08 | $35,000 | $38,929 | -$3,929 | -$3,929 |
| HC CAPITAL TRUST INSTL GRWTH EQUITY | P | 2019-07-08 | $35,000 | $28,403 | $6,597 | $6,597 |
| HC CAPITAL TRUST INSTL VALUE EQUITY FD | P | 2019-07-08 | $30,000 | $31,068 | -$1,068 | -$1,068 |
| HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES | P | 2019-07-08 | $5,000 | $5,020 | -$20 | -$20 |
| HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIES | P | 2019-07-08 | $5,000 | $5,005 | -$5 | -$5 |
| HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES | P | 2019-07-08 | $5,000 | $5,005 | -$5 | -$5 |
| HC CAPITAL TRUST THE INFLATION PROTECTED | P | 2019-07-08 | $5,000 | $5,034 | -$34 | -$34 |
| HC CAPITAL TRUST INSTL GRWTH EQUITY | P | 2019-11-27 | $77,000 | $58,220 | $18,780 | $18,780 |
| HC CAPITAL TRUST INTL EQUITY | P | 2019-11-27 | $53,000 | $56,561 | -$3,561 | -$3,561 |
| HC CAPITAL TRUST INSTL VALUE EQUITY FD | P | 2019-11-27 | $72,000 | $70,469 | $1,531 | $1,531 |
| HC CAPITAL TRUST US CORPORATE | P | 2019-11-27 | $11,000 | $11,290 | -$290 | -$290 |
| HC CAPITAL TRUST FIXED INCOME OPPORTUNITY | P | 2020-04-14 | $35,000 | $37,465 | -$2,465 | -$2,465 |
| HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIES | P | 2020-04-14 | $10,000 | $10,428 | -$428 | -$428 |
| HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES | P | 2020-04-14 | $20,000 | $19,449 | $551 | $551 |
| HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES | P | 2020-04-14 | $30,000 | $30,982 | -$982 | -$982 |
| HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES | P | 2020-04-14 | $30,000 | $28,848 | $1,152 | $1,152 |
| HC CAPITAL TRUST EMERGING MKTS | P | 2020-04-17 | $60,000 | $75,314 | -$15,314 | -$15,314 |
| CAPITAL GAINS DIVIDENDS | P | $364,132 | $364,132 | $364,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319,338 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $559,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,286,933 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060260 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $443,041 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,577,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $421,276 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,972,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046951 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $435,229 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,846,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $389,686 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,668,415 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040305 | DistributionYr5Rt |
| Total Distribution | 0.242972 | TotalDistributionRt |
| Average Distribution | 0.048594 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,113,993 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $442,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $447,326 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $480,772 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,179 | OverpaymentAmt |
| Applied To ES Tax | $6,179 | 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 | Yes (1) | 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 | PAUL E SHAPIRO | IndividualWithBooksNm |
| Phone | 2019622136 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 RUTHERFORD ROAD | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07430 | 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 (11 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 | DIRECTOR OF OPERATIONS | 1.00 | $0 | $0 | $0 |
| JODI STARKMAN | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | EXECUTIVE DIRECTOR | 24.00 | $143,000 | $0 | $0 |
| HAROLD W BURLINGAME | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| KATHLEEN BARCLAY | ||||||||
| 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 |
| JOHN F GLICK | ||||||||
| C/O MP 4 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANK P DOYLE | ||||||||
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JODI STARKMAN CO IRC INC | |||||
| 362 PACIFIC STREET 2 | BROOKLYN | NY | 11217 | EXECUTIVE DIRECTOR | $143,000 |
| HIRTLE CALLAGHAN & CO | |||||
| 300 BARR HARBOR DRIVE FIFTH FLOOR | WEST CONSHOHOCKEN | PA | 19428 | INVESTMENT FEES | $65,900 |
| PAUL SHAPIRO | |||||
| 118 RUTHERFORD ROAD | MAHWAH | NJ | 07430 | ACCOUNTING FEES | $62,395 |
| 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 | $9,214,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,252,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,252,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,113,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,441 | TotalTaxAmt |
| Distributable Before Adj | $451,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $451,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $451,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,772 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $480,772 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,441 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $476,331 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $372,577 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $372,577 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,195 | 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 | $343,064 | 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 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMAZING COMMUNITY | ||||||
| 237 EAST 20TH STREET | NEW YORK | NY | 10003 | PC | THE $2,500 GRANT TO AMAZING COMMUNITY WAS MADE TO SUPPORT THE WORK OF ADDRESSING THE CHALLENGES OF AGEISM THAT IMPACT WOMEN FORTY-FIVE (45) AND OLDER IN THE TECHNOLOGY-INTENSIVE, 21ST-CENTURY WORKPLACE. THE ORGANIZATION'S GOAL IS TO HELP DEFINE AND PROMOTE INCLUSIVE WORKPLACES WHERE PEOPLE THRIVE, AND TO SUPPORT IN PARTICULAR A COMMUNITY OF WOMEN 45+ AS THEY NAVIGATE THE CHANGING NATURE OF WORK IN THE DIGITAL WORLD. | $2,500 |
| CLAREMONT GRADUATE UNIVERSITY | ||||||
| 150 E 10TH ST | CLAREMONT | CA | 91711 | PC | THE $55,000 GRANT TO CLAREMONT GRADUATE UNIVERSITY WAS MADE IN SUPPORT OF AN ONGOING STUDY OF BUSINESS ECOSYSTEM LEADERSHIP. LEADING AND MANAGING THE COMPLEX NETWORKS THAT CONSTITUTE A COMPANY'S BUSINESS ECOSYSTEM HAS BECOME A CRITICAL CAPABILITY TO COMPETE SUCCESSFULLY IN THE CONTEXT OF DIGITAL TRANSFORMATION DYNAMICS, WHICH ARE DISRUPTING INDUSTRIES AND REDEFINING THE WAY BUSINESS WORKS IN THE 21ST CENTURY. EFFECTIVE BUSINESS ECOSYSTEM ENGAGEMENT REQUIRES A DIFFERENT TYPE OF STRATEGIC AND ORGANIZATIONAL ACUMEN; ONE THAT IS BASED ON A DYNAMIC SYSTEM VIEW THAT OVERCOMES TRADITIONAL LINEAR THINKING AND TRANSCENDS THE EGOCENTRIC PERSPECTIVES MOST COMPANIES TEND TO HARBOR. TO GAIN INSIGHTS INTO HOW LARGE ORGANIZATIONS DEAL WITH THIS LEADERSHIP CHALLENGE, THE RESEARCH INCLUDED A GLOBAL SURVEY AMONG SENIOR EXECUTIVES THAT FOCUSED ON (1) UNDERSTANDING THE STRATEGIC AND ORGANIZATIONAL CAPABILITIES IT TAKES TO ACT SUCCESSFULLY WITHIN ECOSYSTEM NETWORKS;(2) IDENTIFYING EXISTING CAPABILITY GAPS. | $55,000 |
| 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? | $50,000 |
| STARLAB ALLIANCE INC | ||||||
| 2297 OBERLIN ST | PALO ALTO | CA | 94306 | PC | THE $20,000 GRANT TO THE STAR (SOCIO-TECHNICAL ACTION RESEARCH) LAB ALLIANCE, INC. WAS MADE IN SUPPORT OF A STRUCTURED SERIES OF WORKSHOPS THAT USE DESIGN-THINKING TO EXPLORE THE FUTURE OFORGANIZATION DESIGN AND LEADERSHIP. THE WORKSHOPS ARE ATTENDED BY HIGH-LEVEL REPRESENTATIVES FROM DIFFERENT ORGANIZATIONS AND EXPERTS IN TECHNOLOGY AND ORGANIZATION DESIGN. ATTENDEES WORK TOGETHER TO CREATE PROTOTYPES FOR THE FUTURE OF ORGANIZATION DESIGN AND LEADERSHIP TO BE TESTED IN PRACTICE. THE GRANT SUPPORTED THE CAPTURE OF THE METHODOLOGY AND VARIOUS FINDINGS FROM THE WORKSHOPS TO MAKE THEM BROADLY AVAILABLE TO THE PUBLIC. | $20,000 |
| THE NETWORK ROUNDTABLE LLC | ||||||
| 21 BLUE JAY DRIVE | CONCORD | MA | 01742 | NC | THE $30,000 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. | $30,000 |
| 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. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TAPWAGE INC | ||||||
| 57 JANE STREET | NEW YORK | NY | 10014 | NC | THE $5,000 GRANT TO TAPWAGE INC. WAS MADE TO SUPPORT RESEARCH THAT MEASURES THE IMPACT OF JOB DESCRIPTION LANGUAGE ON RESPONDENTS' INTERESTS IN A JOB. THE GOAL OF THE STUDY IS TO HELP HIRING ORGANIZATIONS AND RECRUITING SOFTWARE VENDORS IMPROVE THE UNDERREPRESENTATION OF MINORITIES IN APPLICANT POOLS. | $5,000 |
| MIT INITIATIVE ON THE DIGITAL ECONOMY | ||||||
| 245 FIRST STREET | CAMBRIDGE | MA | 02142 | PC | THE $100,000 GRANT TO MIT 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? | $100,000 |
| 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. | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $145,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $319,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $552,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,457 | 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 |
|---|---|---|---|
| AUDIT - MARKS PANETH | $20,000 | $10,000 | $10,000 |
| ACCOUNTING FEES - PAUL SHAPIRO | $62,395 | $24,958 | $37,437 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| THE NETWORK ROUNDTABLE LLC | ||||||||
| 21 BLUE JAY DRIVE | CONCORD | MA | 01742 | 2019-03-12 | $70,000 | TO SUPPORT 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 | THE FOUNDATION'S OVERSIGHT ROLE WAS EXERCISED BY JODI STARKMAN (EXECUTIVE DIRECTOR) ON BEHALF OF THE FOUNDATION. MS. STARKMAN REVIEWED THE INTERIM FINANCIAL REPORTS, WHICH WERE SUBMITTED BY THE GRANTEE. SHE ALSO RECEIVED REGULAR REPORTS FROM THE GRANTEE ON THE PROGRESS OF THE PROJECT IN MEETING THE GOALS SET FORTH IN THE GRANT AGREEMENT. TO THE KNOWLEDGE OF THE GRANTOR FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. |
| TAPWAGE INC | ||||||||
| 57 JANE STREET | NEW YORK | NY | 10014 | 2018-09-05 | $6,000 | TO SUPPORT RESEARCH THAT MEASURES THE IMPACT OF JOB DESCRIPTION LANGUAGE ON RESPONDENTS' INTERESTS IN A JOB. THE GOAL OF THE STUDY IS TO HELP HIRING ORGANIZATIONS AND RECRUITING SOFTWARE VENDORS IMPROVE THE UNDERREPRESENTATION OF MINORITIES IN APPLICANT POOLS. | $4,574 | THE FOUNDATION'S OVERSIGHT ROLE WAS EXERCISED BY JODI STARKMAN (EXECUTIVE DIRECTOR) ON BEHALF OF THE FOUNDATION. MS. STARKMAN REVIEWED THE INTERIM FINANCIAL REPORTS, WHICH WERE SUBMITTED BY THE GRANTEE. SHE ALSO RECEIVED REGULAR REPORTS FROM THE GRANTEE ON THE PROGRESS OF THE PROJECT IN MEETING THE GOALS SET FORTH IN THE GRANT AGREEMENT. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL TRUST FIXED INCOME | $512,459 | $512,459 |
| HC CAPITAL TRUST US CORPORATED FIXED INCOME SEC PORTFOLIO | $371,394 | $371,394 |
| HC CAPITAL TRUST US GOVERNMENT FIXED INCO INCOME SEC | $348,464 | $348,464 |
| HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SEC | $311,550 | $311,550 |
| HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO HCS | $528,629 | $528,629 |
| ISHARES 1-3 YEARS CREDIT BOND | $150,920 | $150,920 |
| SPDR SERIES TRUST PORTFOLIO SHORT ETF | $153,444 | $153,444 |
| VANGUARD SHORT TERM CORPORATE | $147,809 | $147,809 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL TR INST SMALL CAP EOUITY | $118,646 | $118,646 |
| HC CAPITAL TRUST EMERGING MKTS | $647,872 | $647,872 |
| HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | $1,361,882 | $1,361,882 |
| HC CAPITAL TRUST INSTL GRWTH EQUITY | $1,540,842 | $1,540,842 |
| HC CAPITAL TRUST INSTL VALUE EQUITY | $1,361,277 | $1,361,278 |
| HC CAPITAL TRUST REAL ESTATE | $102,160 | $102,160 |
| HIRTLE CALLAGHAN ABSOLUTE RETURN | $962,996 | $962,997 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL - MAUREEN MCCARTHY | $45,461 | $0 | $45,461 |
| LEGAL - PATTERSON BELKNAP | $2,487 | $0 | $2,487 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TAX CREDITS FOR 2016 EXCISE TAX | $105 | $0 | $0 |
| PREPAID TAXES | $1,051 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $644,058 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $14,380 | $0 | $14,380 |
| STORAGE | $931 | $0 | $931 |
| OFFICE EXPENSES | $257 | $0 | $257 |
| GRANTEE RESEARCH EXPENSES | $7,178 | $0 | $9,578 |
| RESEARCH REPORT COST | $2,400 | $0 | $2,400 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,294 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES - DEUTSCHE BANK | $7,453 | $7,453 | $0 |
| INVESTMENT FEES - HIRTLE CALLAGHAN | $65,900 | $65,900 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $800 | $0 | $800 |
| EXCISE TAXES | $4,847 | $0 | $0 |
Comments