Civic Intelligence

Harvard Yearbook Publications Fund Tr

990PF • Fiscal year 2020 • EIN 04-3258492

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 01, 2021

Organization Profile
PO Box 380002Cambridge, MA 02138

(617) 252-3443

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

-0.6%

Faster asset growth than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

3.6%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$1,167,608

Down $7,315 (-0.6%) from 2019

Net Assets

$1,155,916

No earlier filing loaded for comparison.

Liabilities

Down

$11,692

Down $11,578 (-50%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin38th percentile

Revenue

Up

$152,575

Up $5,294 (+3.6%) from 2019

Expenses

Up

$153,482

Up $6,463 (+4.4%) from 2019

Net Income

Down

-$907

Down $1,169 (-446%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,101,078Liabilities 2011: $15,0472011Assets 2012: $1,123,046Liabilities 2012: $15,8682012Assets 2013: $1,108,373Liabilities 2013: $15,0392013Assets 2014: $1,099,325Liabilities 2014: $21,2142014Assets 2015: $1,090,758Liabilities 2015: $15,8722015Assets 2019: $1,174,923Liabilities 2019: $23,2702019Assets 2020: $1,167,608Liabilities 2020: $11,692Net Assets 2020: $1,155,9162020Assets 2021: $1,223,382Liabilities 2021: $16,910Net Assets 2021: $1,206,4722021Assets 2022: $1,204,578Liabilities 2022: $9,229Net Assets 2022: $1,195,3492022Assets 2023: $1,202,335Liabilities 2023: $10,395Net Assets 2023: $1,191,9402023Assets 2024: $1,292,734Liabilities 2024: $9,768Net Assets 2024: $1,282,9662024

Highlighted filing

2020

Assets$1,167,608
Liabilities$11,692
Net Assets$1,155,916
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $149,504Expenses 2011: $90,468Net Income 2011: $59,0362011Revenue 2012: $111,040Expenses 2012: $87,169Net Income 2012: $23,8712012Revenue 2013: $82,058Expenses 2013: $91,365Net Income 2013: -$9,3072013Revenue 2014: $82,655Expenses 2014: $100,273Net Income 2014: -$17,6182014Revenue 2015: $125,680Expenses 2015: $127,854Net Income 2015: -$2,1742015Revenue 2019: $147,281Expenses 2019: $147,019Net Income 2019: $2622019Revenue 2020: $152,575Expenses 2020: $153,482Net Income 2020: -$9072020Revenue 2021: $125,452Expenses 2021: $134,793Net Income 2021: -$9,3412021Revenue 2022: $176,705Expenses 2022: $155,944Net Income 2022: $20,7612022Revenue 2023: $135,377Expenses 2023: $154,197Net Income 2023: -$18,8202023Revenue 2024: $200,295Expenses 2024: $150,302Net Income 2024: $49,9932024

Highlighted filing

2020

Revenue$152,575
Expenses$153,482
Net Income-$907
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 1, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAUL COHENTrustee-$0--
MICHAEL ROBERTSTrustee-$0--
MARC GOLDBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harvard Yearbook Publications Trust
EIN
04-3258492
Phone
6172523443
Address
PO BOX 380002, CAMBRIDGE, MA 02138

Signing Officer

Name
Marc Goldberg
Title
Trustee
Phone
6172523443
Signed
2021-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Matthew J Bernier CPA LLC
Address
5 COMMONWEALTH RD STE 3A, NATICK, MA 01760
Preparer
Matthew J Bernier
Phone
5088798840
Raw XML Appendix351 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
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt016442
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt13492
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt016442
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt125130
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt073081
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1111697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0245915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt149100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MS - HARVARD YEARBOOK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MS HY UNRECOGNIZED G/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0245915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt09825
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt026388
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0HARVARD YEARBOOK PUBLICATIO
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt010000
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd035
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09825
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt026388
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046213
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt035452
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt019934
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt041572
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-907
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt097298
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09825
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt026388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt060976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt040324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0101300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt080910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0153482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0152575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt080910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040324
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0153482
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-907
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05170
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01155916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01151653
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01155916
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt02010421
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt06945
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07492
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt070575
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt059921
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt070575
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt070575
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt09295
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt02100
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0842813
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01580813
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0751673
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0738000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01580813
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01151653
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01155916
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0282727
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0295015
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0295015
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07030
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02100
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt080602
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt064018
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt064018
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01174923
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01167608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02010421
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt023270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011692
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01174923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01167608
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01151653
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01155916
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01014322
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0288871
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015215
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0653141
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049955
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0999107
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01014322
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAUL COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARC GOLDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt087 HAMMON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 SCHOOL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2193 GROVE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHESTNUT HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STONINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202482
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01997-06-24
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt040324
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0155020
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt041932
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt036023
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt036741
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt040324
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0155020
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt041932
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt036023
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt036741
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt01664432
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt06317978
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt01600220
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt01509734
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt01543592
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt01664432
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt06317978
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt01600220
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt01509734
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt01543592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt036023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt036741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt035250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.020115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.021946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.019049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.019829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.020329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0999107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01910672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01891088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01852897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01814909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01708708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.100575
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040324
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040324
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040324
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARC GOLDBERG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 380002
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMBRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002138
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172523443
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HARVARD YEARBOOK PUBLICATIONS TRUST FUND HOLDS PROPERTY FOR THE BENEFIT OF HARVARD YEARBOOK PUBLICATIONS INC., A NON-PROFIT RELATED PARTY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt071962
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0HARVARD YEARBOOK PUBLI
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0HARVARD YEARBOOK TRUST FUND HOLDS PROPERTY FOR THE BENEFIT OF HARVARD YEARBOOK PUBLICATIONS, INC
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040324
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040324
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040324
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HARVARD YEARBOOK PUBLICATIONS INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02 BRATTLE SQUARE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CAMBRIDGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002138
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035452
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0840664
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11800
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2349
LandEtcSchedule2/LandEtcGrp/BookValueAmt0710450
LandEtcSchedule2/LandEtcGrp/BookValueAmt127550
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2TENENT IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01551114
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11800
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt227899
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01551114
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11800
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt227899
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03842
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11086
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2450
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3444
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4-123
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5481
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6328
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMERCIAL REAL ESTATE RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONDO FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3AUDIT & PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES & OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5R&M
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PAYMENT IN LIEU OF TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PARKING RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8HARVARD YEARBOOK PUBLICATIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9CONDO FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11AUDIT & PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12UTILITIES & OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13PAYMENT IN LIEU OF TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15PARKING RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt023803
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16727
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22788
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32753
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4-760
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52983
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214613
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt413600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-577
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt727645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt87813
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt93238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt103197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11-883
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123464
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132358
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HARVARD YEARBOOK PUBLICATIO
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05170
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07030
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02100
TaxesSchedule/TaxesDetail/Amt07990
TaxesSchedule/TaxesDetail/Amt12620
TaxesSchedule/TaxesDetail/CategoryTxt0UBIT FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1UBIT STATE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172523443
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD YEARBOOK PUBLICATIONS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0043258492
ReturnHeader/Filer/PhoneNum06172523443
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 380002
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824748087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW J BERNIER CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 COMMONWEALTH RD STE 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NATICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001760
ReturnHeader/PreparerPersonGrp/PhoneNum05088798840
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J BERNIER
ReturnHeader/ReturnTs02021-06-09T10:23:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,167,608
Liabilities
$11,692
Net assets
$1,155,916
Revenue
$152,575
Expenses
$153,482
Net income
-$907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.01$1.28$0.20$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.14$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.20$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.02$1.21$0.13$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$1.17$0.02$0.15$0.15$0.00
2015Summary only. Only limited summary data is available for this year.$1.09$0.02$0.13$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$1.10$0.02$0.08$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$1.11$0.02$0.08$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.12$0.02$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.10$0.02$0.15$0.09$0.06