Civic Intelligence

The Harvard Schools Trust Inc

990EZ • Fiscal year 2017 • EIN 04-3066727

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 22, 2018

PO Box 450Harvard, MA 01451-0450

(978) 456-3317

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$130,848

Down $3,846 (-2.9%) from 2016

Net Assets

$130,848

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$33,784

Down $37,395 (-53%) from 2016

Expenses

Up

$48,161

Up $8,007 (+20%) from 2016

Net Income

Down

-$14,377

Down $45,402 (-146%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $94,335Liabilities 2011: $02011Assets 2012: $93,837Liabilities 2012: $02012Assets 2013: $115,496Liabilities 2013: $0Net Assets 2013: $115,4962013Assets 2014: $115,157Liabilities 2014: $0Net Assets 2014: $115,1572014Assets 2015: $120,596Liabilities 2015: $0Net Assets 2015: $120,5962015Assets 2016: $134,694Liabilities 2016: $02016Assets 2017: $130,848Liabilities 2017: $0Net Assets 2017: $130,8482017Assets 2018: $123,960Liabilities 2018: $0Net Assets 2018: $123,9602018Assets 2019: $123,606Liabilities 2019: $0Net Assets 2019: $123,6062019Assets 2020: $124,924Liabilities 2020: $7,500Net Assets 2020: $117,4242020Assets 2021: $165,924Liabilities 2021: $5,500Net Assets 2021: $160,4242021Assets 2022: $136,713Liabilities 2022: $3,500Net Assets 2022: $133,2132022Assets 2023: $142,117Liabilities 2023: $1,500Net Assets 2023: $140,6172023Assets 2024: $141,892Liabilities 2024: $0Net Assets 2024: $141,8922024

Highlighted filing

2017

Assets$130,848
Liabilities$0
Net Assets$130,848

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $39,988Expenses 2011: $21,536Net Income 2011: $18,4522011Revenue 2012: $45,561Expenses 2012: $58,087Net Income 2012: -$12,5262012Revenue 2013: $53,771Expenses 2013: $42,043Net Income 2013: $11,7282013Revenue 2014: $47,849Expenses 2014: $57,487Net Income 2014: -$9,6382014Revenue 2015: $51,437Expenses 2015: $38,430Net Income 2015: $13,0072015Revenue 2016: $71,179Expenses 2016: $40,154Net Income 2016: $31,0252016Revenue 2017: $33,784Expenses 2017: $48,161Net Income 2017: -$14,3772017Revenue 2018: $38,563Expenses 2018: $53,559Net Income 2018: -$14,9962018Revenue 2019: $41,773Expenses 2019: $40,398Net Income 2019: $1,3752019Revenue 2020: $32,118Expenses 2020: $45,534Net Income 2020: -$13,4162020Revenue 2021: $119,915Expenses 2021: $97,549Net Income 2021: $22,3662021Revenue 2022: $32,800Expenses 2022: $36,226Net Income 2022: -$3,4262022Revenue 2023: $43,430Expenses 2023: $49,985Net Income 2023: -$6,5552023Revenue 2024: $20,654Expenses 2024: $46,527Net Income 2024: -$25,8732024

Highlighted filing

2017

Revenue$33,784
Expenses$48,161
Net Income-$14,377
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 22, 2018
Return Version
2016v3.0
Gross Receipts
$36,045
Mission and Program Overview

Mission

Enhancement of education in public schools

Program Services

DescriptionGrantsExpenses
ENHANCEMENT OF EDUCATIONAL PROGRAMS IN THE PUBLIC SCHOOLS OF THE TOWN OF HARVARD, MASSACHUSETTS$43,194$43,194
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY SYMULAPresident-$0--
ROLF VANDEVAARTTreasurer-$0--
ACHMAD CHADRANClerk-$0--
MOLLY CUTLERDirector-$0--
MIMI DORWARDDirector-$0--
PAMELA ERDOSDirector-$0--
J BART MORRISONDirector-$0--
SUSAN ROBBINSDirector-$0--
TIM CLARKDirector-$0--
HEIDI CREIGHTONDirector-$0--
ALBERT BARBIERIDirector-$0--
PAMELA GORDONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Harvard Schools Trust Inc
EIN
04-3066727
Phone
9784563317
Address
PO BOX 450, HARVARD, MA 01451-0450

Signing Officer

Name
Rolf Vandevaart
Title
Treasurer
Phone
9784563317
Signed
2018-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Stowbrook Business Services LLC
Address
636 GREAT RD PO BOX 256, STOW, MA 01775-0256
Preparer
Ruslan Burshteyn CPA
Phone
9788974632
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 22. Description: dividend income. Amount: 2,107. Description: capital gains distribution. Amount: 439. Total included on form 990-ez, line 4: 2,568.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: emwave. Grantee name: harvard public schools. Date of gift: 11/12/16. Amount given: 804.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: bromfield united nations. Grantee name: harvard public schools. Date of gift: 10/10/16. Amount given: 3,705.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: wobble chairs. Grantee name: harvard public schools. Date of gift: 10/10/16. Amount given: 1,119.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: west african drumming. Grantee name: harvard public schools. Date of gift: 11/12/16. Amount given: 850.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: bromfield speech debate. Grantee name: harvard public schools. Date of gift: 11/12/16. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: math games. Grantee name: harvard public schools. Date of gift: 11/12/16. Amount given: 200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: breakout box. Grantee name: harvard public schools. Date of gift: 11/12/16. Amount given: 89.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: lumens projector. Grantee name: harvard public schools. Date of gift: 11/12/16. Amount given: 2,530.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: rubik's cube. Grantee name: harvard public schools. Date of gift: 12/21/16. Amount given: 175.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: bromfield robotics. Grantee name: harvard public schools. Date of gift: 12/21/16. Amount given: 1,450.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth in government. Grantee name: harvard public schools. Date of gift: 12/21/16. Amount given: 1,950.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: harvard bpa conference. Grantee name: harvard public schools. Date of gift: 12/21/16. Amount given: 2,885.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: transscripts play. Grantee name: harvard public schools. Date of gift: 12/21/16. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: music fest honorarium. Grantee name: harvard public schools. Date of gift: 01/16/17. Amount given: 300.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: artist exchange event. Grantee name: harvard public schools. Date of gift: 01/16/17. Amount given: 575.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: 9th grade dc trip. Grantee name: harvard public schools. Date of gift: 04/02/17. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: common ground speakers. Grantee name: harvard public schools. Date of gift: 04/02/17. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scrennagers. Grantee name: harvard public schools. Date of gift: 04/30/17. Amount given: 650.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: bpa spring conference. Grantee name: harvard public schools. Date of gift: 04/30/17. Amount given: 1,035.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: imac bromfield hctv. Grantee name: harvard public schools. Date of gift: 05/14/17. Amount given: 2,595.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: embracing diversity. Grantee name: harvard public schools. Date of gift: 06/17/17. Amount given: 3,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: wireless mics. Grantee name: harvard public schools. Date of gift: 06/17/17. Amount given: 816.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: natures classroom. Grantee name: harvard public schools. Date of gift: 06/17/17. Amount given: 1,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: blandings turtle. Grantee name: harvard public schools. Date of gift: 06/18/17. Amount given: 525.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: terezin project. Grantee name: harvard public schools. Date of gift: 06/18/17. Amount given: 1,650.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: engineer your world. Grantee name: harvard public schools. Date of gift: 06/18/17. Amount given: 2,250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: aquatic insects. Grantee name: harvard public schools. Date of gift: 09/23/17. Amount given: 1,447.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: 3d printer. Grantee name: harvard public schools. Date of gift: 09/23/17. Amount given: 3,244.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: speech and debate club. Grantee name: harvard public schools. Date of gift: 09/23/17. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: building bridges. Grantee name: harvard public schools. Date of gift: 09/23/17. Amount given: 1,900.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: elizabeth polimou. Date of gift: 05/25/17. Amount given: 1,500. Total included on form 990-ez, line 10: 43,194.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative expenses. Amount: 827. Description: mass pc and annual report fees. Amount: 35. Description: liability insurance. Amount: 716. Total to form 990-ez, line 16: 1,578.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains - stock/mutual funds. Amount: 10,531.

Form 990-ez, Part II, Line 24 - Other Assets

Description: fidelity - mutual fund holdings. Beg. Of year amount: 102,513. End of year amount: 114,655.

Raw XML Appendix280 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARVARD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY SYMULA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAMELA GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 22. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 2,107. DESCRIPTION: CAPITAL GAINS DISTRIBUTION. AMOUNT: 439. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EMWAVE. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 11/12/16. AMOUNT GIVEN: 804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: BROMFIELD UNITED NATIONS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 10/10/16. AMOUNT GIVEN: 3,705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: WOBBLE CHAIRS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 10/10/16. AMOUNT GIVEN: 1,119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: WEST AFRICAN DRUMMING. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 11/12/16. AMOUNT GIVEN: 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: BROMFIELD SPEECH DEBATE. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 11/12/16. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: MATH GAMES. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 11/12/16. AMOUNT GIVEN: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: BREAKOUT BOX. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 11/12/16. AMOUNT GIVEN: 89.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: LUMENS PROJECTOR. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 11/12/16. AMOUNT GIVEN: 2,530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: RUBIK'S CUBE. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 12/21/16. AMOUNT GIVEN: 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: BROMFIELD ROBOTICS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 12/21/16. AMOUNT GIVEN: 1,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: YOUTH IN GOVERNMENT. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 12/21/16. AMOUNT GIVEN: 1,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: HARVARD BPA CONFERENCE. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 12/21/16. AMOUNT GIVEN: 2,885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: TRANSSCRIPTS PLAY. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 12/21/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: MUSIC FEST HONORARIUM. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 01/16/17. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: ARTIST EXCHANGE EVENT. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 01/16/17. AMOUNT GIVEN: 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: 9TH GRADE DC TRIP. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 04/02/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: COMMON GROUND SPEAKERS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 04/02/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACTIVITY CLASSIFICATION: SCRENNAGERS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 04/30/17. AMOUNT GIVEN: 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ACTIVITY CLASSIFICATION: BPA SPRING CONFERENCE. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 04/30/17. AMOUNT GIVEN: 1,035.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ACTIVITY CLASSIFICATION: IMAC BROMFIELD HCTV. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 05/14/17. AMOUNT GIVEN: 2,595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ACTIVITY CLASSIFICATION: EMBRACING DIVERSITY. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 06/17/17. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22ACTIVITY CLASSIFICATION: WIRELESS MICS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 06/17/17. AMOUNT GIVEN: 816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23ACTIVITY CLASSIFICATION: NATURES CLASSROOM. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 06/17/17. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24ACTIVITY CLASSIFICATION: BLANDINGS TURTLE. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 06/18/17. AMOUNT GIVEN: 525.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25ACTIVITY CLASSIFICATION: TEREZIN PROJECT. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 06/18/17. AMOUNT GIVEN: 1,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26ACTIVITY CLASSIFICATION: ENGINEER YOUR WORLD. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 06/18/17. AMOUNT GIVEN: 2,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27ACTIVITY CLASSIFICATION: AQUATIC INSECTS. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 09/23/17. AMOUNT GIVEN: 1,447.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28ACTIVITY CLASSIFICATION: 3D PRINTER. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 09/23/17. AMOUNT GIVEN: 3,244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29ACTIVITY CLASSIFICATION: SPEECH AND DEBATE CLUB. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 09/23/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30ACTIVITY CLASSIFICATION: BUILDING BRIDGES. GRANTEE NAME: HARVARD PUBLIC SCHOOLS. DATE OF GIFT: 09/23/17. AMOUNT GIVEN: 1,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ELIZABETH POLIMOU. DATE OF GIFT: 05/25/17. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 43,194.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 827. DESCRIPTION: MASS PC AND ANNUAL REPORT FEES. AMOUNT: 35. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 716. TOTAL TO FORM 990-EZ, LINE 16: 1,578.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33DESCRIPTION: UNREALIZED GAINS - STOCK/MUTUAL FUNDS. AMOUNT: 10,531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34DESCRIPTION: FIDELITY - MUTUAL FUND HOLDINGS. BEG. OF YEAR AMOUNT: 102,513. END OF YEAR AMOUNT: 114,655.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROLF VANDEVAART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784563317
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARVARD SCHOOLS TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0043066727
ReturnHeader/Filer/PhoneNum09784563317
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 450
ReturnHeader/Filer/USAddress/CityNm0HARVARD
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.181.95.146
ReturnHeader/FilingSecurityInformation/IPDt02018-01-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:34:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043532653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOWBROOK BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0636 GREAT RD PO BOX 256
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0017750256
ReturnHeader/PreparerPersonGrp/PhoneNum09788974632
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSLAN BURSHTEYN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-08T09:07:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.21$0.47$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.41$0.43$0.50$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$0.33$0.36$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.06$1.60$1.20$0.98$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.08$1.17$0.32$0.46$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.42$0.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.39$0.54$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.34$0.48$0.14
2016Summary only. Only limited summary data is available for this year.$1.35$0.00$0.71$0.40$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.51$0.38$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.48$0.57$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.54$0.42$0.12
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.46$0.58$0.13
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.40$0.22$0.18