Permanent Fund Trust for Harvard Travellers Club

990EZ • Fiscal year 2016 • EIN 04-6115589

May 01, 2015 to Apr 30, 2016 • Filed on Jun 08, 2016

Organization Profile N/A

C/O George Bates Pobox 190Canton, MA 02021-0190

(781) 821-0400

Siviq Scores

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

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

3.4%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

-52%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets56th percentile

Assets

$176,564

Up $5,830 (+3.4%) from 2015

Net Assets

$176,564

Up $5,830 (+3.4%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin93rd percentile

Revenue

Down

$10,859

Down $11,931 (-52%) from 2015

Expenses

$5,029

Up $746 (+17%) from 2015

Net Income

Down

$5,830

Down $12,677 (-68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

Highlighted filing

2016

Assets$176,564

Liabilities$0

Net Assets$176,564

Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2016

Revenue$10,859

Expenses$5,029

Net Income$5,830

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2015 to Apr 30, 2016
Signed: Jun 8, 2016
Return Version: 2015v2.1
Gross Receipts: $98,078

Mission and Program Overview

Mission

To provide grants for research activities throughout the world

Program Services

Description	Grants	Expenses
ORNITHOLOGICAL STUDIES IN THE RUSSIAN ARCTIC	$0	$4,000

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GEORGE P BATES	Trustee	-	$0	-	-
JESSE REED PAGE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Permanent Fund Trust for Harvard
EIN: 04-6115589
Phone: 7818210400
Address: C/O GEORGE BATES POBOX 190, CANTON, MA 02021-0190

Signing Officer

Name: George P Bates
Title: Trustee
Phone: 7818210400
Signed: 2016-06-08
Discuss with paid preparer: Yes

Preparer

Firm: Marcum Llp
Address: 155 SOUTH MAIN STREET SUITE 100, PROVIDENCE, RI 02903
Preparer: Peter Chatellier
Phone: 4014576700

Supplemental Narrative

Additional Explanations

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

“Description: dividend income. Amount: 4,639. Description: interest income. Amount: 134. Total included on form 990-ez, line 4: 4,773.”

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

“Activity classification: research activities. Grantee name: alexander hellquist. Grantee relationship: none. Property description: cash. Date of gift: 05/04/15. Amount given: 4,000.”

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

“Description: state filing fee. Amount: 35. Description: accounting & tax preparation. Amount: 747. Description: office expense. Amount: 142. Total to form 990-ez, line 16: 924.”

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

“Description: mutual funds invested in index & bond funds. Beg. Of year amount: 165,654. End of year amount: 113,339.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	GEORGE P BATES
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7818210400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	99 UNIVERSITY RD PO BOX 190
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	CANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	020210190
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	5080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	63225
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	5265
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	87219
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	5830
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	170734
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	176564
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	821
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	4000
IRS990EZ/GrossReceiptsAmt	0	98078
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	4773
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	170734
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	176564
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	170734
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	176564
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	GEORGE P BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JESSE REED PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	165654
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	113339
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	924
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD
IRS990EZ/PrintingPublicationsPostageAmt	0	105
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ORNITHOLOGICAL STUDIES IN THE RUSSIAN ARCTIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	4000
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	88040
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	5029
IRS990EZ/TotalProgramServiceExpensesAmt	0	4000
IRS990EZ/TotalRevenueAmt	0	10859
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	5265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	6610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	7855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	7555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	6682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	33967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	4773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	4264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	6010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	6471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	4292
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	25810
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.55390
IRS990ScheduleA/PublicSupportPY170Pct	0	0.58860
IRS990ScheduleA/PublicSupportTotal170Amt	0	33109
IRS990ScheduleA/SubstantialContributorsTotAmt	0	858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	5265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	6610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	7855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	7555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	6682
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	33967
IRS990ScheduleA/TotalSupportAmt	0	59777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4,639. DESCRIPTION: INTEREST INCOME. AMOUNT: 134. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,773.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: ALEXANDER HELLQUIST. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/04/15. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: STATE FILING FEE. AMOUNT: 35. DESCRIPTION: ACCOUNTING & TAX PREPARATION. AMOUNT: 747. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 142. TOTAL TO FORM 990-EZ, LINE 16: 924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: MUTUAL FUNDS INVESTED IN INDEX & BOND FUNDS. BEG. OF YEAR AMOUNT: 165,654. END OF YEAR AMOUNT: 113,339.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GEORGE P BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7818210400
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PERMANENT FUND TRUST FOR HARVARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRAVELLERS CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	PERM
ReturnHeader/Filer/EIN	0	046115589
ReturnHeader/Filer/PhoneNum	0	7818210400
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O GEORGE BATES POBOX 190
ReturnHeader/Filer/USAddress/CityNm	0	CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	020210190
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 SOUTH MAIN STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02903
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4014576700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PETER CHATELLIER
ReturnHeader/ReturnTs	0	2016-06-16T09:28:09-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-05-01
ReturnHeader/TaxPeriodEndDt	0	2016-04-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $176,564
Liabilities: $0
Net assets: $176,564
Revenue: $10,859
Expenses: $5,029
Net income: $5,830

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2016Detailed filing. Detailed filing data is available for this year.	$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