Civic Intelligence

Harvard Yearbook Publications Fund Tr

990PF • Fiscal year 2022 • EIN 04-3258492

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 08, 2023

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

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.05x

Higher debt load relative to revenue than 53% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$1,204,578

Down $18,804 (-1.5%) from 2021

Net Assets

Down

$1,195,349

Down $11,123 (-0.9%) from 2021

Liabilities

Down

$9,229

Down $7,681 (-45%) from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin59th percentile

Revenue

Up

$176,705

Up $51,253 (+41%) from 2021

Expenses

Up

$155,944

Up $21,151 (+16%) from 2021

Net Income

Up

$20,761

Up $30,102 (+322%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$1,204,578
Liabilities$9,229
Net Assets$1,195,349
Open 2022 Filing

Operations Trend

Revenue Growth79th 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

2022

Revenue$176,705
Expenses$155,944
Net Income$20,761
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 8, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-06-08
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 Appendix335 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/AcquiredDt02021-07-31
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt016817
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt13410
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt016698
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt016817
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt125702
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt016698
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1162349
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FIXED ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0264149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt171015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MS - HARVARD YEARBOOK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MS HY UNRECOGNIZED G/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0264149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt011784
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt050540
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0130
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0HARVARD YEARBOOK PUBLICATIO
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt010000
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd035
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt011914
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt050540
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt072454
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt045095
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt020227
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt042519
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020761
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0109696
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011784
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt050540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt048929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt043078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt092007
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt010130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010130
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt069156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt043078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0155944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0176705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt069156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043078
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0155944
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020761
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt032497
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0613
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01227846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01206472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01195349
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt02132130
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt06952
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07129
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt045095
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt069742
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt045095
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt045095
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt07858
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0927552
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01604750
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0719717
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0677198
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01604750
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01206472
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01195349
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0360525
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0335164
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0335164
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02100
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02100
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0147121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0147121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01223382
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01204578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02132130
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt016910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09229
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01223382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01204578
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01206472
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01195349
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01110636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0110260
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0347845
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016660
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0652531
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054699
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01093976
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01110636
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt043078
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt043078
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01997-06-24
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt043078
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0167056
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt041722
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt040324
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt041932
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt043078
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0167056
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt041722
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt040324
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt041932
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt01662918
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt06615132
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt01687562
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt01664432
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt01600220
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt01662918
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt06615132
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt01687562
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt01664432
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt01600220
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/Expenses1Amt075370
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/QualifyingDistributionsAmt043078
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043078
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043078
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/TotalContributionsAmt045095
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0924008
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11800
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt21744
LandEtcSchedule2/LandEtcGrp/BookValueAmt0651043
LandEtcSchedule2/LandEtcGrp/BookValueAmt126155
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2TENENT IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01575051
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11800
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt227899
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01575051
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11800
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt227899
OtherDecreasesSchedule/OtherDecreasesDetail/Amt032497
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03668
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11232
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2430
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3358
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4589
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5313
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/Desc6PARKING RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7HARVARD YEARBOOK PUBLICATIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CONDO FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10AUDIT & PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11UTILITIES & OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13PARKING RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt023977
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18052
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22808
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32344
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43852
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31768
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt411631
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt627645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt79284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt83238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92702
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt104441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112358
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1130
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HARVARD YEARBOOK PUBLICATIO
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1130
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0613
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02100
TaxesSchedule/TaxesDetail/Amt015508
TaxesSchedule/TaxesDetail/Amt15910
TaxesSchedule/TaxesDetail/CategoryTxt0UBIT FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1UBIT STATE TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172523443
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-08
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/PreparationDt02023-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J BERNIER
ReturnHeader/ReturnTs02023-06-14T10:04:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDBERG
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,204,578
Liabilities
$9,229
Net assets
$1,195,349
Revenue
$176,705
Expenses
$155,944
Net income
$20,761
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