2017-11-13T15:19:00-06:00 2016-12-31 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2016-01-01 043404575 RESEARCH SUPPORT FUND RESE 4135456355 418 N PLEASANT STREET GORDON HALL AMHERST MA 010021735 ROBERT POLLIN PRESIDENT 4135770819 2017-11-03 1 KRISTINA DRZAL HOUGHTON P00733363 4135368510 2017-10-15 70.91.134.109 2017-11-03 14:40:28 ED P A47A61FFBA582446CA723D9741F8AA9FC0A4E373 BBA292ED9B34A731D61354639A49DB9CABA9B232 2016 2017-02-10 21:41:12Z ROBERT POLLIN 418 N PLEASANT STREET GORDON HALL AMHERST MA 010021735 6634400 0 X WWW.UMASS.EDU/PERI X 1997 DE SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS AMHERST 3 0 7 0 0 0 650000 6570281 31271 29218 18 8181 0 8280 681289 6615960 188116 130000 0 0 290792 393921 0 0 15919 526873 519790 1005781 1043711 -324492 5572249 10066908 22583684 4551425 11591636 5515483 10992048 RESEARCH SUPPORT FUND'S MISSION IS TO SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS AMHERST AND ITS RESEARCH AND PUBLIC EDUCATION ON MATTERS OF ECONOMIC, SOCIAL AND PUBLIC POLICY. 0 0 802712 130000 29218 SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS AMHERST RESEARCH, EDUCATION AND OUTREACH PROGRAMS ON ISSUES OF POLITICAL ECONOMY. 802712 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 MA X ROBERT POLLIN 4135770819 418 N PLEASANT STREET GORDON HALL AMHERST MA 01002 X ROBERT POLLIN BOARD PRESIDENT 5.00 35.00 X X 0 146712 34704 GERALD EPSTEIN BOARD TREASURER & CLERK 1.00 39.00 X X 0 153880 34704 DAVID FAYTELL BOARD VICE PRESIDENT 0.25 34.75 X X 0 90267 0 0 390859 69408 0 0 1 0 AQUADRO & CERRUTI 25 TEXAS ROAD NORTHAMPTON MA 01060 CONSTRUCTION 2641314 CHANDLER ARCHITECTURAL PRODUCTS 255 INTERSTATE DRIVE WEST SPRINGFIELD MA 01089 CONSTRUCTION 1863958 HARRY GRODSKY & CO 33 SHAWS LN SPRINGFIELD MA 01104 CONSTRUCTION 1579023 BLANCHARD & DALY 34 RURAL RD BELCHERTOWN MA 01007 CONSTRUCTION 1046273 T&M EQUIPMENT 177 ROCUS ST 5 SPRINGFIELD MA 01104 CONSTRUCTION 407059 12 6570281 6570281 BUILDING MAINTENANCE F 900000 15000 15000 BUILDING UTILITY FEES 900000 14218 14218 29218 10408 10408 16213 18440 -2227 -2227 -2227 REIMBURSED EXPENSES 900099 8280 8280 8280 6615960 29218 0 16461 130000 130000 365509 180460 170466 14583 476 235 219 22 27936 13599 13023 1314 39654 39654 17044 17044 84351 84351 294 294 124377 118158 6219 5364 5364 219345 208378 10967 25062 21659 3403 MISCELLANEOUS 4299 854 3445 1043711 802712 225080 15919 2425656 468823 5991 6010 10108 10108 20167398 2100274 7621590 18067124 4028056 3563 3563 10066908 22583684 351425 591636 4200000 11000000 4551425 11591636 X 5515483 6963992 4028056 5515483 10992048 10066908 22583684 5572249 19893 384423 -500000 0 X 0 1 X 1 0 X X 1 POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UMASS AMHERST 043167352 5 1 90000 618640 1 90000 618640 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 31289 39626 31289 39626 0 0 31271 29218 0 0 18 10408 0 668795 1012133 1422585 0 0 1012133 2091380 0 874818 1268806 137315 822574 2060 12339 135255 810235 4734 28358 0 0 4734 28358 18 15 4734 4734 0 4734 90000 618640 504 0 0 0 709144 90000 4734 100.000000000000 4734 0 0 0 817738 817738 0 4734 813004 709144 0 709144 0 0 1522148 0 0 813004 709144 SCHEDULE A, PART I, LINE 12G(VI) OTHER SUPPORT OTHER SUPPORT CONSISTS OF PAYMENTS FOR PERI EXPENSES: RESEARCH STAFF AND CONSULTANT COMPENSATION AND BUILDING OPERATING EXPENSES FOR PERI OCCUPANCY. FAIR RENTAL VALUE OF PERI'S OCCUPANCY OF ORGANIZATION'S BUILDING HAS NOT BEEN ESTIMATED. SCHEDULE A, PART IV, SECTION A, LINE 2 POLITICAL ECONOMY RESEARCH INSTITUTE ("PERI") IS A UNIT OF THE UNIVERSITY OF MASSACHUSETTS WHICH IS EXEMPT UNDER SECTION 115. SCHEDULE A, PART IV, SECTION A, LINE 6 THE RESEARCH SUPPORT FUND MADE GRANTS ON PERI'S BEHALF, TO OTHER DEPARTMENTS AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST IN SUPPORT OF STAFF WHO WORKED WITH PERI ON ITS RESEARCH PROJECTS. SCHEDULE A, PART IV, SECTION D, LINE 3 TWO OF THE BOARD OF DIRECTORS OF RESEARCH SUPPORT FUND ARE DIRECTORS OF THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST, THE ORGANIZATION SUPPORTED BY THE RESEARCH SUPPORT FUND. PART V, LINE 8 THE ORGANIZATION WAS RESPONSIVE TO THE NEEDS OF PERI BECAUSE TWO MEMBERS OF THE BOARD OF THE ORGANIZATION ARE DIRECTORS OF PERI AND, AS A RESULT, THE GOVERNING BODIES OF BOTH THE SUPPORTED AND SUPPORTING ORGANIZATIONS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. PERI WAS ATTENTIVE TO THE ORGANIZATION BECAUSE THE AMOUNT OF SUPPORT RECEIVED BY PERI AND, IN PARTICULAR, THE AMOUNTS THE ORGANIZATION PAYS FOR SALARY AND OCCUPANCY EXPENSES OF PERI ARE A SUFFICIENT PART OF PERI'S TOTAL SUPPORT TO ENSURE ATTENTIVENESS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4000000 28056 4028056 1.00000 0 0 877937 877937 5943199 2076138 3867061 49738 13482 36256 13296524 10654 13285870 18067124 X 7020276 19893 384423 404316 6615960 0 6615960 1043711 0 1043711 0 1043711 PART V, LINE 4: RESEARCH SUPPORT FUND HAS ESTABLISHED A PERMANENT RESTRICTED ENDOWMENT FUND INITIALLY OF FOUR MILLION DOLLARS ($4,000,000) CALLED THE "PERI ENDOWMENT". THE INVESTMENT INCOME OF THE PERI ENDOWMENT WILL ACCUMULATE FOR TWENTY-FIVE (25) YEARS. THE PERI ENDOWMENT, TOGETHER WITH THE INCOME AND GAINS THEREFROM, SHALL BE IRREVOCABLY COMMITTED TO POLITICAL ECONOMY RESEARCH INSTITUTE (PERI). PART X, LINE 2: A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND THE METHODOLOGIES FOR ALLOCATING EXPENSES TO UNRELATED BUSINESS INCOME STREAMS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER DECEMBER 31, 2013. 1 POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UNIVERSITY OF MASSACHUSETTS N PLEASANT ST AMHERST MA 01002 043167352 115 90000 RESEARCH & EDUCATION UNIVERSITY OF MASSACHUSETTS DEANS OFFICE - SOCIAL & BEHAVIORAL SERVICES N PLEASANT ST AMHERST MA 01002 043167352 115 10000 RESEARCH & EDUCATION PERI SUPPORT FUND 418 N PLEASANT ST AMHERST MA 01002 200217550 501(C)(3) 30000 GENERAL SUPPORT 1 1 PART I, LINE 2: RESEARCH SUPPORT FUND RECEIVES AND REVIEWS FINANCIAL REPORTS FROM UMASS AND PERI. TWO OF THE RESEARCH SUPPORT FUND'S BOARD MEMBERS ARE PERI CO-DIRECTORS. 0 0 0 0 0 0 0 0 0 ROBERT POLLIN BOARD PRESIDENT 0 146712 0 0 0 0 0 0 0 34704 0 181416 0 0 GERALD EPSTEIN BOARD TREASURER & CLERK 0 138880 0 0 0 15000 0 0 0 34704 0 188584 0 0 ROBERT POLLIN TRUST 35% CONTROLLED ENTITY OF BOARD PRESIDENT CONSTRUCTION X 4200000 4700000 0 1 1 ROBERT POLLIN TRUST 35% CONTROLLED ENTITY OF BOARD PRESIDENT CONSTRUCTION X 6300000 6300000 0 1 1 11000000 FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATIVE DIRECTOR, BOARD PRESIDENT AND BOARD TREASURER/CLERK REVIEW THE FORM 990 PRIOR TO SIGNING AND FILING THE FORMS. FORM 990, PART VI, SECTION B, LINE 15 THERE IS NO COMPENSATED CEO, EXECUTIVE DIRECTOR, MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. EMPLOYEE COMPENSATION IS APPROVED BY THE BOARD AND IS BASED ON JOB PERFORMANCE AND COMPARABLE SALARIES IN THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 RESEARCH SUPPORT FUND'S FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC THROUGH ITS ANNUAL FILING OF IRS FORM 990 AND THE COMMONWEALTH OF MASSACHUSETTS FORM PC. ITS ORGANIZING AND GOVERNING DOCUMENTS ARE ON FILE WITH THE STATES OF DELAWARE AND MASSACHUSETTS WHERE THEY ARE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VII COMPENSATION FROM RELATED ORGANIZATION IS FOR TEACHING DUTIES AS ECONCOMIC PROFESSOR AS WELL AS DUTIES MANAGING POLITICAL ECONOMIC RESEARCH INSTITUTE AT UMASS AMHERST. BOARD MEMBERS RECEIVE NO COMPENSATION FOR DUTIES AS BOARD MEMBERS. POLITICAL ECONOMY RESEARCH INSTITUTE UNIVERSITY OF MASSACHUSETTS AMHERST MA 01002 043167352 ECONOMIC RESEARCH & EDUCATION MA 115 0 PERI SUPPORT FUND INC 418 NORTH PLEASANT STREET GORDON HA AMHERST MA 01002 200217550 ECONOMIC RESEARCH MA 501(C)(3) 11 0 PEAR LLC PO BOX 412 141 NORTH PLEASANT ST 41 AMHERST MA 01004 275415868 RETROFIT BUILDINGS FOR ENERGY EFFICIENCY MA N/A 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UMASS AMHERST B 130000 CASH PAYMENTS POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UMASS AMHERST Q 29218 PERCENTAGE OF UTILITY COST & FEES POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UMASS AMHERST L 124005 ACTUAL EXPENDITURES POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UMASS AMHERST N 118158 ACTUAL EXPENDITURES POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT UMASS AMHERST O 180460 ACTUAL EXPENDITURES