2021-01-21T15:49:59-06:00 2020-04-30 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990PF 2019-05-01 131624043 INDUSTRIAL RELATIONS COUNSELORS INC C/O MAUREEN MCCARTHY INDU 2124754378 362 PACIFIC STREET NO 2 BROOKLYN NY 11217 HAL BURLINGAME PRESIDENT 2124754378 2021-01-21 1 KOPPELMAN MARC R P00845059 9145249000 2019 2022-09-23 18:48:47Z X 8680228 X X 233119 233119 319338 1452267 319338 552457 552457 143000 0 143000 47948 0 47948 82395 34958 47437 73353 73353 0 5647 0 800 51541 0 51541 25146 0 27546 429030 108311 318272 307500 162500 736530 108311 480772 -184073 444146 77889 41773 41773 44581 18109 18109 6913951 6095675 6095677 2464746 2524669 2524669 1156 0 0 9502323 8680226 8680228 22988 27728 0 1294 22988 29022 X 9479335 8651204 9479335 8651204 9502323 8680226 9479335 -184073 0 9295262 644058 8651204 ISHARES SHORT-TERM CORPORATE BOND ETF P 2019-06-26 10035 9915 120 120 SPDR BARCLAYS SHORT TERM CORP BD ETF P 2019-06-26 15027 15022 5 5 VANGUARD SHORT TERM CORPORATE BOND ETF P 2019-06-26 15073 14999 74 74 HC CAPITAL TRUST FIXED INCOME P 2019-06-27 15000 15576 -576 -576 HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY P 2019-06-27 355000 393040 -38040 -38040 HC CAPITAL TRUST EMERGING MKTS PORTFOLIO P 2019-06-27 120000 125475 -5475 -5475 HC CAPITAL TRUST REAL ESTATE SECURITIES P 2020-06-27 10000 10148 -148 -148 HC CAPITAL TRUST EMERGING MKTS PORTFOLIO P 2019-07-08 30000 31264 -1264 -1264 HC CAPITAL TRUST INSTL EQUITY P 2019-07-08 35000 38929 -3929 -3929 HC CAPITAL TRUST INSTL GRWTH EQUITY P 2019-07-08 35000 28403 6597 6597 HC CAPITAL TRUST INSTL VALUE EQUITY FD P 2019-07-08 30000 31068 -1068 -1068 HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES P 2019-07-08 5000 5020 -20 -20 HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIES P 2019-07-08 5000 5005 -5 -5 HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES P 2019-07-08 5000 5005 -5 -5 HC CAPITAL TRUST THE INFLATION PROTECTED P 2019-07-08 5000 5034 -34 -34 HC CAPITAL TRUST INSTL GRWTH EQUITY P 2019-11-27 77000 58220 18780 18780 HC CAPITAL TRUST INTL EQUITY P 2019-11-27 53000 56561 -3561 -3561 HC CAPITAL TRUST INSTL VALUE EQUITY FD P 2019-11-27 72000 70469 1531 1531 HC CAPITAL TRUST US CORPORATE P 2019-11-27 11000 11290 -290 -290 HC CAPITAL TRUST FIXED INCOME OPPORTUNITY P 2020-04-14 35000 37465 -2465 -2465 HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIES P 2020-04-14 10000 10428 -428 -428 HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES P 2020-04-14 20000 19449 551 551 HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES P 2020-04-14 30000 30982 -982 -982 HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES P 2020-04-14 30000 28848 1152 1152 HC CAPITAL TRUST EMERGING MKTS P 2020-04-17 60000 75314 -15314 -15314 CAPITAL GAINS DIVIDENDS P 364132 364132 364132 319338 0 559634 9286933 0.060260 443041 9577553 0.046258 421276 8972588 0.046951 435229 8846486 0.049198 389686 9668415 0.040305 0.242972 0.048594 9113993 442885 4441 447326 480772 X 4441 0 4441 0 4441 3120 7500 0 10620 0 6179 6179 0 0 0 0 0 0 0 0 1 0 0 1 1 NY 1 0 0 0 0 1 WWW.IRC4HR.ORG PAUL E SHAPIRO 2019622136 118 RUTHERFORD ROAD MAHWAH NJ 07430 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 DIRECTOR OF OPERATIONS 1.00 0 0 0 JODI STARKMAN C/O MP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 EXECUTIVE DIRECTOR 24.00 143000 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 NONE 0 JODI STARKMAN CO IRC INC 362 PACIFIC STREET 2 BROOKLYN NY 11217 EXECUTIVE DIRECTOR 143000 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE FIFTH FLOOR WEST CONSHOHOCKEN PA 19428 INVESTMENT FEES 65900 PAUL SHAPIRO 118 RUTHERFORD ROAD MAHWAH NJ 07430 ACCOUNTING FEES 62395 0 0 9214305 38480 0 9252785 0 0 9252785 138792 9113993 455700 455700 4441 4441 451259 0 451259 0 451259 480772 0 480772 4441 476331 451259 372577 0 0 480772 372577 0 0 108195 0 0 0 0 0 0 0 0 343064 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. 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. 2500 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. 55000 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 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. 20000 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. 30000 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 162500 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. 5000 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? 100000 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 145000 14 233119 18 319338 0 552457 0 552457 0 0 0 0 0 0 0 0 0 0 AUDIT - MARKS PANETH 20000 10000 10000 ACCOUNTING FEES - PAUL SHAPIRO 62395 24958 37437 THE NETWORK ROUNDTABLE LLC 21 BLUE JAY DRIVE CONCORD MA 01742 2019-03-12 70000 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. 40000 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 6000 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. 4574 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. 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