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← RESEARCH SUPPORT FUND

Form 990 for tax year 2022

Filed by RESEARCH SUPPORT FUND.

Totals

Total revenue
$1,270,727
Total expenses
$5,873,716
Contributions and grants received
$530,705
Grants paid
$5,788,690
Program service revenue
$71,000
Investment income
$669,022
Other revenue
$0
Total assets, end of year
$11,691
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$11,691
Program services expenses (Part IX)
$5,859,835
Management and general expenses
$13,881
Fundraising expenses
$0
Program service expenses (Part III)
$5,859,835

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $10,705

  • 1f · All other contributions, gifts and grants

    $520,000

  • 2a · Program service revenue: CONSULTING FEES

    total $71,000 · related or exempt $71,000

  • 3 · Investment income

    total $61,376 · excluded $61,376

  • 7a · Gross sales of assets other than inventory

    securities $5,268,690

  • 7b · Less cost or other basis and sales expenses

    securities $4,661,044

  • 7c · Gain or loss

    securities $607,646

  • 7d · Net gain or loss

    total $607,646 · excluded $607,646

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,788,690 · program services $5,788,690

  • 11c · Fees: accounting

    total $10,000 · management and general $10,000

  • 11g · Fees: other

    total $71,145 · program services $71,145

  • 23 · Insurance

    total $2,438 · management and general $2,438

  • 24a · Other expenses: MISCELLANEOUS

    total $1,443 · management and general $1,443

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,440 · end of year $2,119

  • 4 · Accounts receivable

    beginning of year $5,916 · end of year $5,916

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,126 · end of year $1,126

  • 11 · Investments: publicly traded securities

    beginning of year $6,259,495 · end of year $2,530

  • 27 · Net assets without donor restrictions

    beginning of year $12,480 · end of year $9,159

  • 28 · Net assets with donor restrictions

    beginning of year $6,259,497 · end of year $2,532

Mission and programs · 2022

Mission

RESEARCH SUPPORT FUND'S MISSION IS TO SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSTITY OF MASSACHUSETTS AMHERST AND ITS RESEARCH AND PUBLIC EDUCATION ON MATTERS OF ECONOMIC, SOCIAL AND PUBLIC POLICY.

Activities or mission (Part I)

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.

  • SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE'S (PERI) AT THE UNIVERSITY OF MASSACHUSETTS AMHERST RESEARCH, EDUCATION AND OUTREACH PROGRAMS ON ISSUES OF POLITICAL ECONOMY.

    Expenses $5,859,835 · Grants $5,788,690 · Revenue $71,000

As filed on the 2022 return.

Listed in Part VII

  • Robert Pollin

    BOARD PRESIDENT

    Total calculated
    $212,088
    From this org
    $0
    From related orgs
    $179,633
    Other
    $32,455
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,633 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,455 related
    Filer's total
    $0 + $212,088 related

  • Gerald Epstein

    BOARD TREASURER & CLERK

    Total calculated
    $202,293
    From this org
    $0
    From related orgs
    $169,838
    Other
    $32,455
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,838 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,455 related
    Filer's total
    $0 + $202,293 related

  • David Faytell

    BOARD VICE PRESIDENT

    Total calculated
    $104,184
    From this org
    $0
    From related orgs
    $96,915
    Other
    $7,269
    Hours/week
    0.25 + 34.75 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • POLITICAL ECONOMY RESEARCH INSTITUTE

    115 · ECONOMIC RESEARCH AND EDUCATION · MA

  • PERI SUPPORT FUND INC

    501(C)3 · ECONOMIC RESEARCH · MA

  • UMASS AMHERST

    115 · PROVIDE HIGHER EDUCATION SERVICES · MA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PEAR LLC

    RETROFIT BUILDINGS FOR ENERGY EFFICIENCY · MA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349309173

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