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INDUSTRIAL RELATIONS COUNSELORS INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INDUSTRIAL RELATIONS COUNSELORS INC (EIN 13-1624043)
Tax period
2024-05-01 to 2025-04-30
Filed
2025-12-09
IRS object ID
202523439349100402
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-09T07:34:25-08:00ReturnTs
Tax Period End2025-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132696850PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gruber Palumberi Raffaele Fried CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 Penn Plaza Suite 310AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-05-01TaxPeriodBeginDt

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
Phone4014724470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1362 PACIFIC STREET 2AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAROLD W BURLINGAMEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-12-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBART RAFFAELE CPAPreparerPersonNm
PTINP00558916PTIN
Phone2125860800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,580,011FMVAssetsEOYAmt
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$217,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$217,459DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$554,705NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,637,904GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$554,705CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$772,164TotalRevAndExpnssAmt
Total Net Invst Incm$772,164TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$172,501CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$172,501CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$47,827LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$47,827LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$65,053AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,327AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$36,726AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$118,059OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$78,459OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$39,600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,434TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$18,434TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,904DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$25,858TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$25,859TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,202OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$36,943OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$484,838TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$106,786TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$377,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,840ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,840ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$583,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$106,786TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$476,730TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$188,486ExcessRevenueOverExpensesAmt
Net Investment Income$665,378NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,493CashBOYAmt
Cash EOY$68,805CashEOYAmt
Cash EOYFMV$68,805CashEOYFMVAmt
Sav And Temp Cash Invst BOY$156,521SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,014SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,014SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,720PrepaidExpensesBOYAmt
Prepaid Expenses EOY$143PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$143PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$5,614,943CorporateStockBOYAmt
Corporate Stock EOY$5,637,778CorporateStockEOYAmt
Corporate Stock EOYFMV$5,637,778CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,917,434CorporateBondsBOYAmt
Corporate Bonds EOY$3,060,315CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,060,315CorporateBondsEOYFMVAmt
Other Investments BOY$414,775OtherInvestmentsBOYAmt
Other Investments EOY$801,158OtherInvestmentsEOYAmt
Other Investments EOYFMV$801,158OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,961LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$163LandBldgEquipAccumDeprecAmt
Land BOY$1,741LandBOYAmt
Land EOY$1,798LandEOYAmt
Land EOYFMV$1,798LandEOYFMVAmt
Other Assets BOY$8,431OtherAssetsBOYAmt
Total Assets BOY$9,161,058TotalAssetsBOYAmt
Total Assets EOY$9,580,011TotalAssetsEOYAmt
Total Assets EOYFMV$9,580,011TotalAssetsEOYFMVAmt
Accounts Payable BOY$13,715AccountsPayableBOYAmt
Accounts Payable EOY$7,295AccountsPayableEOYAmt
Total Liabilities BOY$13,715TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,295TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,147,343NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,572,716NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,147,343TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,572,716TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,161,058TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,580,011TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,147,343TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$188,486ExcessRevenueOverExpensesAmt
Other Increases$236,887OtherIncreasesAmt
Subtotal$9,572,716SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,572,716TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtDepreciationDepreciationAmt
Capital Gain DistributionsP$550,048$550,048$550,048
FIXED INCOMEP$199,525-$20,975-$20,9752025-01-202025-12-20$220,500
EQUITYP$707,460$25,632$25,6322025-01-202025-01-20$681,828
ALTERNATIVE INVESTMENTSP$180,8712025-01-202025-01-20$180,871
COMPUTER-DISPOSEDP2023-01-012024-12-03$2,374$2,374
FieldValueIRS element (for citing)
Capital Gain Net Income$554,705CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,249InvestmentIncomeExciseTaxAmt
Subtotal$9,249SubtotalAmt
Tax Based On Investment Income$9,249TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,363EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$11,363TotalPaymentsAndCreditsAmt
Overpayment$2,114OverpaymentAmt
Applied To ES Tax$2,114AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.IRC4HR.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BART RAFFAELEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125860800PhoneNum

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 QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JODI STARKMAN
362 PACIFIC STREET 2BROOKLYNNY11217Executive Dir.36.00$172,501
HAROLD W BURLINGAME
362 PACIFIC STREET 2BROOKLYNNY11217President&Treas4.00$0
RICHARD L ANTOINE
362 PACIFIC STREET 2BROOKLYNNY11217Vice President1.00$0
SYDNEY R ROBERTSON
362 PACIFIC STREET 2BROOKLYNNY11217Secretary1.00$0
KATHLEEN BARCLAY
362 PACIFIC STREET 2BROOKLYNNY11217Trustee1.00$0
JOHN C STEELE
362 PACIFIC STREET 2BROOKLYNNY11217Trustee1.00$0
ANTOINETTE LABELLE
362 PACIFIC STREET 2BROOKLYNNY11217Trustee1.00$0
EVA SAGE-GAVIN
362 PACIFIC STREET 2BROOKLYNNY11217Trustee1.00$0
Deborah Caplan
362 PACIFIC STREET 2BROOKLYNNY11217Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HIRTLE CALLAGHAN & CO
300 BARR HARBOR DRIVE FIFTH FLOORWEST CONSHOHOCKENPA19428INVESTMENT ADVISORY$70,884
GRUBER PALUMBERI RAFFAELE FRIED PC
7 PENN PLAZANEW YORKNY10001ACCOUNTING & AUDITING$65,053

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,440,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,489,679TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$9,489,679AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$142,345CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,347,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$467,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$467,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,249TaxBasedOnInvestmentIncomeAmt
Total Tax$9,249TotalTaxAmt
Distributable Before Adj$458,118DistributableBeforeAdjAmt
Distributable Before Ded$458,118DistributableBeforeDedAmt
Distributable As Adjusted$458,118DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$476,730ExpensesAndContributionsAmt
Qualifying Distributions$476,730QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$458,118DistributableAsAdjustedAmt
Undistributed Income PY$379,689UndistributedIncomePYAmt
Qualifying Distributions$476,730QualifyingDistributionsAmt
Applied To Year1$379,689AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,041AppliedToCurrentYearAmt
Undistributed Income CY$361,077UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJODI STARKMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1362 PACIFIC STREET 2AddressLine1Txt
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. For more information about our grants, please go to https://irc4hr.org/grantseekers/.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/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ALERIA RESEARCH CORPORATION
132 WEST 31ST STREET 9FLNEW YORKNY10001PCAgent-Based Simulation: Quantifying the Impact of Better Frontline Jobs on Business Performance. The goal of this project is to develop a computer simulation that quantifies the link between elevating the workplace experience of frontline workers and superior business results. The goal is to amplify and enhance the value of foundational research into job quality and human capital measures that both improve the worker experience and drive business performance, with a decision-support tool to test and evaluate the likely outcomes of various job-quality scenarios.$4,000
CORNELL UNIVERSITY ILR Future of Wo
341 PINE TREE ROADITHACANY14850PCFuture of Work Fellowship. This grant is to support the ILR Future of Work Fellowships at Cornell University. The Future of Work Fellowship Program is funded by an alumni gift and supports postdoctoral researchers and doctoral students who work with Cornell ILRs faculty on innovative research projects related to the future of work.$10,000
National Academy of Human Resources
68 WEST WATER STREET UNIT 20SAG HARBORNY11963PCRichard A. Beaumont Memorial Scholarship 2024 and 2025. This grant is being used to fund one-half of an annual scholarship for a student pursuing a masters degree in human resources or a related field. The other half is being funded by the National Academy of Human Resources (NAHR) Foundation. The scholarship is in memory of Richard A. Beaumont, IRCs former director of research and trustee emeritus, who also was a founding member of NAHR. The scholarship is administered by the Society for Human Resources Management (SHRM) Foundation.$7,500
KNOLOGY LTD
40 Exchange Pl Ste 1403New YorkNY10005PCCulture of Trust: How Interactions Around Contentious Issues Affect Trust in the Workplace.This project seeks to identify ways nonprofit leaders, especially those working in museums, can support and build trust even when working through contentious issues.Because they are called upon to address social issues, museums provide a microcosm for studying trust in the organization. Modern museums are tackling issues such as unionization, climate change, racism, restitution of cultural artifacts, and sources of donor wealth. For organizations that have traditionally thought of themselves as neutral ground in their community, this is a challenge one that recalls the social revolution of the late 1960s and 1970s in the US, which led to a redefinition of museums from collecting to educational organizations. Findings from this study will support the development of strategies for building, supporting, and repairing trust between nonprofit leaders and staff when contentious issues arise.$25,000
Institute for the Future of Work IF
NCTech Effects on Job Quality: Understanding and Mitigating Impacts.The purpose of the project is to uncover how different demographic and occupational groups experience job quality changes with the introduction of automation. Researchers will leverage a large-scale survey of UK workers to conduct their analysis. Current assumptions about the impact of automation on labor tend to be reduced to two perspectives: Automation will either completely displace labor or require labor to be retrained or upskilled to work with automation. The researchers in this project believe that we need more nuanced models that explore how choices about design, development, and deployment come together to produce different outcomes. Such approaches would also allow us to better examine who is benefitting from new technology and in what ways.The research is expected to provide valuable insights to help businesses, unions, policymakers, and regulators develop targeted strategies that ensure technology adoption l$12,8402 Swan LaneLONDONLONDONUKEC4R 3TT
EMPATHABLE
1401 21st St Ste RSacramentoCA95811NCInnovative Learning Approaches in Healthcare. This project explores how two innovative learning approaches first-person perspective, point-of-view (POV) storytelling and AI-powered conversational tools can transform workplace dynamics in healthcare settings.For decades, healthcare education has relied primarily on traditional approacheslectures, presentations, and text-based learning. While these methods effectively communicate information, they often fail to create the emotional and experiential connections needed to truly transform behavior in high-stakes, interpersonal healthcare settings.At the same time, research has consistently demonstrated that experiential learning coupled with reflective practice leads to significantly higher learning retention rates and behavior change. When learners actively engage with content that triggers emotional responses and then have opportunities to practice new approaches in a safe environment, the learning becomes embedded in both cognitive and e$10,000
Legacy Global Programs
4435 E Holmes AveMesaAZ85206PCWork in Progress 2025. The purpose of this initiative launched in December 2024 is to establish and support a community of entrepreneurs, investors, and thought leaders to explore new possibilities for the future of work. The goal is to build a community of cross-functional visionaries committed to ensuring that as work evolves, it evolves intentionally.Work, as we know it, is being fundamentally transformed. AI is reshaping entire industries, and traditional work structures are under pressure from the weight of innovation. Participants in the Work in Progress community are engaging in conversations and activities that seek to answer the question, what comes next?.The Work in Progress convening of May 2025 brought together leaders for a curated half-day experience designed to explore the evolving nature of work through a deeply human lens. Attendees participated in one of three breakout sessions designed to explore fundamental questions about works future in an effort to generate new f$3,000
Cornell University ILR CAROW
341 PINE TREE ROADITHACANY14850PCCatalyzing Safe and Equitable Use of Artificial Intelligence in Home Health Care Work.The goal of this qualitative study is to understand the perspectives and experiences of home care workers (HCWs) and other key stakeholders towards current and near-future artificial intelligence (AI) deployment in home care work.Emerging AI systems promise home care agencies, insurance companies, and public funders such as Medicaid and Medicare, immense gains in efficiency and cost savings through automation, including via patientcare worker matching, shift scheduling and coordination, predicting patient health, tracking worker performance, and more.However, without proper safeguards, AI systems deployed in these sensitive contexts could also have unintended negative consequences that harm HCWs and their patients.$26,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,840TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$217,459ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$554,705ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$772,164ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$772,164TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$42,000$16,800$0$25,200
AUDIT FEES$23,053$11,527$0$11,526

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtPrior Year DepreciationPriorYearDepreciationAmtRtRt
COMPUTER2024-12-03$1,961SL5.0000$163
COMPUTER-DISPOSED2023-01-01$2,374SL$1,741$6330.2000

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
EMPATHABLE
1401 21st St Ste RSacramentoCA958112025-04-30$20,000using immersive education to build empathy in healthcare$1,000No10/30/20252025-10-30THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATIONFINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT INPURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS.
Institute for the Future of Work
2025-01-07$26,759Study the impact of automation on job quality for UK workers$17,679No11/12/20252025-11-12THE GRANT AGREEMENT REQUIRES THE GRANTEE TO PROVIDE TO THE FOUNDATIONFINANCIAL STATEMENTS AND A REPORT ON HOW THE GRANT FUNDS ARE SPENT INPURSUIT OF THE GRANT GOALS. THE FOUNDATION EVALUATES ALL OF THE INFORMATION PROVIDED BY THE GRANTEE TO ENSURE PROPER USE OF THE FUNDS.2 Swan LaneLONDONUKEC4R 3TT

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HC CAPITAL TRUST FIXED INCOME OPPORTUNIT$268,300$268,300
HC CAPITAL TRUST US CORP FIXED INCOME SE$498,660$498,660
HC CAPITAL TRUST US GOVERNMENT FIXED INC$1,868,432$1,868,432
HC CAPITAL TRUST US MORTGAGE/ASSET BACKE$424,923$424,923

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HC CAPITAL TRUST EMERGING MKTS$464,327$464,327
INSTITUTIONAL INTL. EQUITY PORTFOLIO$1,198,381$1,198,381
HC CAPITAL TRUST INSTL GROWTH EQUITY$2,901,181$2,901,181
HC SELECT EQUITY FUND II LP$1,073,889$1,073,889

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HC ALTRNTV CREDIT OPPRTNS PORTFOLIO LTDFMV$341,454$341,454
HC PRIVATE EQUITY FUND 2020 LTDFMV$297,407$297,407
HC PRIVATE EQUITY FUND 2024 A LTDFMV$18,115$18,115
HC ACOP TEMPFMV$12,497$12,497
HC PRIVATE EQUITY FUND 2022 A LTDFMV$131,685$131,685

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$1,961CostOrOtherBasisAmt
Accumulated Depreciation$163AccumulatedDepreciationAmt
Book Value$1,798BookValueAmt
EOYFMV$1,798EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$47,827LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$47,827DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
computer & internet expenses$2,096$2,096
Conference & Prof Network$15,318$15,318
DUES AND SUBSCRIPTIONS$1,063$1,063
FILING FEEs$1,100$1,100
INSURANCE$11,810$11,810
MISCELLANEOUS EXPENSES$808$2,549
PAYROLL PROCESSING FEES$927$927
STORAGE$860$860
WEBSITE SERVICES$1,220$1,220

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - DEUTSCHE$7,575$7,575$0$0
MANAGEMENT FEES - HIRTLE CALLAGHAN$70,884$70,884$0$0
RESEARCH & SOCIAL MEDIA$39,600$0$0$39,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
excise taxes$5,000$5,000
PAYROLL TAXES$13,434$13,434

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