2022-05-16T13:23:39-05:00 2021-06-30 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2020-07-01 200217550 PERI SUPPORT FUND INC PERI 4135456355 418 NORTH PLEASANT ST GORDON HALL AMHERST MA 01002 ROBERT POLLIN PRESIDENT 4135456355 2022-05-09 1 ROBERT POLLIN 999009999 KEITH JENNINGS P01319883 3016526700 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT POLLIN 418 NORTH PLEASANT ST GORDON HALL AMHERST MA 01002 379758 0 X WWW.UMASS.EDU/PERI X 2003 MA SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST 3 0 0 3 0 0 123843 88192 406013 291566 0 0 0 0 529856 379758 248709 73590 0 0 0 0 0 0 952 427999 242145 676708 315735 -146852 64023 154049 68359 175471 25758 -21422 42601 X TO SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST AND ITS RESEARCH, EDUCATION AND OUTREACH ON ISSUES OF POLITICAL ECONOMY. 0 0 255610 73590 291566 SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI)'S RESEARCH, EDUCATION AND OUTREACH ISSUES OF POLITICAL ECONOMY THROUGH RESEARCH PROJECTS INCLUDING: - CONSULTING SERVICES IN CONNECTION WITH CONTRACT NEGOTIATIONS.- ENVIRONMENTAL JUSTICE: ANALYZE SOCIAL & ENVIRONMENTAL JUSTICE COMMUNITY BENEFITS ADDRESSING CLIMATE CHANGE AND THUS HELPING TO STRENGTHEN POLICY RECOMMENDATIONS- REVISED, UPDATED JOB CREATION ESTIMATES THROUGH PROPOSED ECONOMIC STIMULUS MEASURES- GROWING PUBLIC DEBT,DEBT RELIEF, AND SUSTAINABLE INCLUSIVE RECOVERY- IMPACT OF CLEAN ENERGY TRANSITION ON JOB CREATION CASE STUDIES- MOBILIZING INVESTMENT INTO LOW CARBON ASSETS- UPDATED ANALYSIS OF COSTS TO SONOMA COUNTY FROM AN EXPANDED LIVING WAGE ORDINANCE- CASE STUDIES RE:CAPITAL FLIGHT FROM AFRICAN COUNTRIES- IMPACT OF LAYOFFS AT STATE SYSTEM HIGHER EDUCATION CAMPUSES- SECURITY AND GEOPOLITICS IN A GLOBAL MIDDLE EAST- JOB CREATION ESTIMATES FROM PROPOSED ECONOMIC STIMULUS MEASURES- TRANSITIONING CA TO A CLEAN, RENEWABLE ENERGY, RENEWABLE ENERGY SYSTEM- TRANSITIONING TO A CLEAN, RENEWABLE ENERGY SYSTEM:WV, OH, PA AND KY- A CENTURY OF REVEALED COMPARATIVE ADVANTAGE- TRANSITIONING TO A CLEAN, RENEWABLE ENERGY SYSTEM: ME,NC, PA, CO, AZ 255610 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 MA X NICOLE DUNHAM 4135456355 418 N PLEASANT ST GORDON HALL AMHERST MA 01002 ROBERT POLLIN PRESIDENT 5.00 35.00 X X 0 161146 37032 GERALD EPSTEIN TREASURER/SECRETARY 1.00 39.00 X X 0 150618 37032 JAMES HEINTZ DIRECTOR 0.25 39.75 X 0 168120 7700 0 479884 81764 0 0 1 0 0 88192 88192 RESEARCH CONTRACTS 541900 291566 291566 291566 379758 291566 0 0 X 73590 73590 9584 9584 12000 12000 121665 91665 30000 54348 49243 5105 102 102 34435 34435 1395 1395 EQUIPMENT AND WEBSITE D 4759 3807 952 MISCELLANEOUS 3259 2870 389 SUPPLIES 598 598 315735 255610 59173 952 63378 43352 88391 22160 2280 2847 42493 42493 0 0 154049 68359 383 15183 175088 10575 175471 25758 X -25482 42066 4060 535 -21422 42601 154049 68359 64023 0 X 1 X 0 0 0 X X X 1 POLITICAL ECONOMY RESEARCH INSTITUTE 043167362 6 1 74326 0 1 74326 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LN 12G ALL OF PERI SUPPORT FUND'S EXPENDITURES AND ACTIVITIES ARE IN SUPPORT OF THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST'S RESEARCH AND EDUCATIONAL ACTIVITIES. IN FYE 6/30/21 DIRECT GRANTS TO PERI TOTALED $65,673. PERI SUPPORT FUND ALSO CONTRIBUTED $5,917 TO RESEARCH SUPPORT FUND, WHICH ALSO SUPPORTS PERI. SCHEDULE A, PART IV, SECTION A, LN 2 POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) IS A UNIT OF THE UNIVERSITY OF MASSACHUSETTS WHICH IS EXEMPT UNDER SECTION 115 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1660 1660 0 40833 40833 0 0 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE ORGANIZATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS ENDING PRIOR TO JUNE 30, 2018 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. DURING THE YEARS ENDED JUNE 30, 2021 AND 2020, THE ORGANIZATION DID NOT HAVE NET TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES; THEREFORE, THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR INCOME TAXES OR INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS. 1 RESEARCH SUPPORT FUND 418 N PLEASANT STREET AMHERST MA 01002 043404575 501(C)(3) 5917 CASH PAYMENTS SUPPORT RESEARCH SUPPORT FUND'S RESEARCH & EDUCATION POLITICAL ECONOMY RESEARCH INSTITUTE AT THE UNIVERSITY 418 N PLEASANT STREET AMHERST MA 01002 043167352 SECTION 115 65673 CASH PAYMENTS SUPPORT PERI'S ECONOMIC RESEARCH & EDUCATION 2 PART I, LINE 2: PERI SUPPORT FUND, INC. IS A SUPPORTING ORGANIZATION OF THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS AT AMHERST. GRANTS TO PERI ARE FOR THE DIRECT SUPPORT OF ITS ECONOMIC RESEARCH PROJECTS. THE EXPENDITURE OF THE FUNDS IS MONITORED IN AN ACCOUNTING SYSTEM WHICH PRODUCE REPORTS THAT ARE AVAILABLE TO PERI SUPPORT FUND, INC. ON A REGULAR BASIS. 0 0 0 0 0 0 0 0 0 ROBERT POLLIN PRESIDENT 0 161146 0 0 0 0 0 7201 0 29831 0 198178 0 0 GERALD EPSTEIN TREASURER/SECRETARY 0 150618 0 0 0 0 0 7201 0 29831 0 187650 0 0 JAMES HEINTZ DIRECTOR 0 168120 0 0 0 0 0 0 0 7700 0 175820 0 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT POLLIN AND GERALD EPSTEIN ARE BOTH DIRECTORS OF PERI SUPPORT FUND AND ANOTHER RELATED ORGANIZATION FORM 990, PART VI, SECTION A, LINE 8A PERI SUPPORT FUND DID NOT CONTEMPORANEOUSLY DOCUMENT MEETINGS OF THE BOARD OF DIRECTORS. THERE ARE NO SUBCOMMITTEES. IN ADDITION TO AN ANNUAL MEETING, MEMBERS OF THE BOARD OF DIRECTORS ALL WORK AT THE UNIVERSITY OF MASSACHUSETTS AT AMHERST AND DISCUSS PERI SUPPORT FUND'S PROGRAMS AND BUSINESS ACTIVITIES REGULARLY ON AN INFORMAL BASIS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUBCOMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CORPORATION'S PRESIDENT AND TREASURER/SECRETARY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 PERI SUPPORT FUND, INC.'S REVIEWED OR AUDITED FINANCIAL STATEMENTS ARE FILED ANNUALLY WITH THE COMMONWEALTH OF MASSACHUSETTS AS PART OF ITS FILING OF FORM MA PC. FINANCIAL INFORMATION IS ALSO AVAILABLE TO THE PUBLIC IN THE ANNUAL FILING OF FORM 990. BOTH THE FORM 990 AND FORM MA PC. ARE OPEN TO PUBLIC INSPECTION. CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 78,165. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,165. STAFF AND RESEARCH BONUS : PROGRAM SERVICE EXPENSES 13,500. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,500. FORM 990, PART VII, SECTION A PERI SUPPORT FUND, INC. DOES NOT HAVE ANY EMPLOYEES NOR DOES IT COMPENSATE THE OFFICERS OR DIRECTORS OF THE CORPORATION FOR THEIR WORK AS BOARD MEMBERS. RESEARCH PROJECTS ARE CONDUCTED BY CONSULTANTS AND EMPLOYEES OF THE UNIVERSITY OF MASSACHUSETTS, AMHERST, THE POLITICAL ECONOMY RESEARCH INSTITUTE AT THE UNIVERSITY OF MASSACHUSETTS. THE VALUE OF THOSE EMPLOYEES' SERVICES ARE REFLECTED IN THE REVIEWED FINANCIAL STATEMENTS AS IN-KIND SERVICES. POLITICAL ECONOMY RESEARCH INSTITUTE UNIVERSITY OF MASSACHUSETTS AMHERST MA 01002 043167352 ECONOMIC RESEARCH MA 115 0 RESEARCH SUPPORT FUND 418 N PLEASANT STREET GORDON HALL AMHERST MA 01002 043404575 ECONOMIC RESEARCH DE 501(C)(3) 11 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 POLITICAL ECONOMY RESEARCH INSTITUTE AT THE UNIVERSITY OF MASS AMHERST B 65673 CASH PAYMENTS RESEARCH SUPPORT FUND B 5917 CASH PAYMENTS POLITICAL ECONOMY RESEARCH INSTITUTE AT THE UNIVERSITY OF MASS AMHERST N 9498 % OF ACTUAL COST BASED ON SPACE POLITICAL ECONOMY RESEARCH INSTITUTE AT THE UNIVERSITY OF MASS AMHERST O 253870 % OF EMPLOYEE TIME ON PSF PROJECT