Civic Intelligence

Permanent Fund Trust for Harvard Travellers Club C/O Nils Bonde-Henriksen

EIN 04-6115589 • 501(c)3 • Arlington, MA

Profile

To provide grants for research activities throughout the world

8 Eastern AvenueArlington, MA 02476

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$396,415

Up $36,588 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$396,415

Up $36,588 (+10%) from 2024

Revenue

Down

$27,165

Down $22,067 (-45%) from 2024

Expenses

Up

$20,306

Up $7,797 (+62%) from 2024

Net Income

Down

$6,859

Down $29,864 (-81%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $123,578Net Assets 2011: $123,5782011Assets 2012: $131,256Net Assets 2012: $131,2562012Assets 2013: $140,875Liabilities 2013: $0Net Assets 2013: $140,8752013Assets 2014: $152,227Liabilities 2014: $0Net Assets 2014: $152,2272014Assets 2015: $170,734Liabilities 2015: $0Net Assets 2015: $170,7342015Assets 2016: $176,564Liabilities 2016: $0Net Assets 2016: $176,5642016Assets 2017: $253,186Liabilities 2017: $0Net Assets 2017: $253,1862017Assets 2018: $255,204Liabilities 2018: $0Net Assets 2018: $255,2042018Assets 2019: $276,346Liabilities 2019: $0Net Assets 2019: $276,3462019Assets 2020: $284,349Liabilities 2020: $0Net Assets 2020: $284,3492020Assets 2021: $285,477Liabilities 2021: $0Net Assets 2021: $285,4772021Assets 2022: $309,738Liabilities 2022: $0Net Assets 2022: $309,7382022Assets 2023: $323,104Liabilities 2023: $0Net Assets 2023: $323,1042023Assets 2024: $359,827Liabilities 2024: $0Net Assets 2024: $359,8272024Assets 2025: $396,415Liabilities 2025: $0Net Assets 2025: $396,4152025

Highlighted filing

2025

Assets$396,415
Liabilities$0
Net Assets$396,415

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2011: $10,750Expenses 2011: $2,391Net Income 2011: $8,3592011Revenue 2012: $10,974Expenses 2012: $3,296Net Income 2012: $7,6782012Revenue 2013: $14,026Expenses 2013: $4,407Net Income 2013: $9,6192013Revenue 2014: $13,865Expenses 2014: $2,513Net Income 2014: $11,3522014Revenue 2015: $22,790Expenses 2015: $4,283Net Income 2015: $18,5072015Revenue 2016: $10,859Expenses 2016: $5,029Net Income 2016: $5,8302016Revenue 2017: $81,084Expenses 2017: $4,462Net Income 2017: $76,6222017Revenue 2018: $6,491Expenses 2018: $4,473Net Income 2018: $2,0182018Revenue 2019: $16,135Expenses 2019: $7,373Net Income 2019: $8,7622019Revenue 2020: $15,657Expenses 2020: $7,654Net Income 2020: $8,0032020Revenue 2021: $9,454Expenses 2021: $8,326Net Income 2021: $1,1282021Revenue 2022: $36,070Expenses 2022: $11,809Net Income 2022: $24,2612022Revenue 2023: $14,784Expenses 2023: $8,988Net Income 2023: $5,7962023Revenue 2024: $49,232Expenses 2024: $12,509Net Income 2024: $36,7232024Revenue 2025: $27,165Expenses 2025: $20,306Net Income 2025: $6,8592025

Highlighted filing

2025

Revenue$27,165
Expenses$20,306
Net Income$6,859

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.27$0.20$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.49$0.13$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.15$0.09$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.36$0.12$0.24
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.85$0.00$2.85$0.09$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.16$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.16$0.07$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.81$0.04$0.77
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.77$0.00$1.77$0.11$0.05$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.23$0.04$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.14$0.03$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.14$0.04$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$1.31$0.11$0.03$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$1.24$0.11$0.02$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$27,165
Mission and Program Overview

Mission

To provide grants for research activities throughout the world

Program Services

DescriptionGrantsExpenses
TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD$19,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NILS BONDE-HENRIKSENTrustee-$0--
PETER CREIGHTONTrustee-$0--
KATHRYN A BARDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Permanent Fund Trust for Harvard
EIN
04-6115589
Phone
6175193486
Address
8 EASTERN AVENUE, ARLINGTON, MA 02476

Signing Officer

Name
Nils Bonde-henriksen
Title
Trustee
Phone
6175193486
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
100 WESTMINSTER STREET SUITE 500, PROVIDENCE, RI 02903
Preparer
Debra Mitchell
Phone
4016004500
Supplemental Narrative

Additional Explanations

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

Description: dividend income. Amount: 10,110.

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

Activity classification: research activities. Grantee name: dr van tongeren. Property description: cash. Amount given: 6,000.

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

Activity classification: research activities. Grantee name: dr brian hatcher. Property description: cash. Amount given: 5,000.

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

Activity classification: research activities. Grantee name: dr james kempton. Property description: cash. Amount given: 5,000.

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

Activity classification: research activities. Grantee name: maggie hoffman. Property description: cash. Amount given: 3,000. Total included on form 990-ez, line 10: 19,000.

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

Description: office supplies. Amount: 279. Description: website. Amount: 370. Description: wire fees. Amount: 80. Description: filing fee. Amount: 36. Total to form 990-ez, line 16: 765.

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

Description: increase in unrealized gain. Amount: 29,729.

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

Description: mutual funds invested in index & bond funds. Beg. Of year amount: 359,827. End of year amount: 375,546.

Raw XML Appendix165 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/PhoneNum07813168053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 EASTERN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0541
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0396415
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019000
IRS990EZ/GrossReceiptsAmt027165
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010110
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0359827
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0396415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0359827
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0396415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NILS BONDE-HENRIKSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER CREIGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN A BARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0359827
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0375546
IRS990EZ/OtherChangesInNetAssetsAmt029729
IRS990EZ/OtherExpensesTotalAmt0765
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020306
IRS990EZ/TotalRevenueAmt027165
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt090894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0325
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030547
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74850
IRS990ScheduleA/PublicSupportPY170Pct00.60820
IRS990ScheduleA/PublicSupportTotal170Amt090894
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09129
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt090894
IRS990ScheduleA/TotalSupportAmt0121441
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 10,110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: DR VAN TONGEREN. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: DR BRIAN HATCHER. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: DR JAMES KEMPTON. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: MAGGIE HOFFMAN. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 279. DESCRIPTION: WEBSITE. AMOUNT: 370. DESCRIPTION: WIRE FEES. AMOUNT: 80. DESCRIPTION: FILING FEE. AMOUNT: 36. TOTAL TO FORM 990-EZ, LINE 16: 765.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: INCREASE IN UNREALIZED GAIN. AMOUNT: 29,729.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: MUTUAL FUNDS INVESTED IN INDEX & BOND FUNDS. BEG. OF YEAR AMOUNT: 359,827. END OF YEAR AMOUNT: 375,546.
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAVELLERS CLUB C/O NILS BONDE-HENRIKSEN
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ReturnHeader/ReturnTs02025-08-15T09:56:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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