Civic Intelligence

Permanent Fund Trust for Harvard Travellers Club

990EZ • Fiscal year 2018 • EIN 04-6115589

May 01, 2017 to Apr 30, 2018 • Filed on Sep 14, 2018

Organization ProfileN/A
170 Hubbard StreetLenox, MA 01240

(781) 899-8989

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$255,204

Up $2,018 (+0.8%) from 2017

Net Assets

Up

$255,204

Up $2,018 (+0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin85th percentile

Revenue

Down

$6,491

Down $74,593 (-92%) from 2017

Expenses

Up

$4,473

Up $11 (+0.2%) from 2017

Net Income

Down

$2,018

Down $74,604 (-97%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2018

Assets$255,204
Liabilities$0
Net Assets$255,204
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$6,491
Expenses$4,473
Net Income$2,018
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 14, 2018
Return Version
2017v2.3
Gross Receipts
$6,491
Mission and Program Overview

Mission

To provide grants for research activities throughout the world

Program Services

DescriptionGrantsExpenses
EFFECTS OF HETEROSPECIFIC ALARM CALLS ON ANTI-PREDATION RESPONSES IN FREERANGING EMPEROR TAMARINS AND SADDLEBACK TAMARINS IN PERU$0$4,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE REED PAGETrustee-$0--
JOHN B DEARY JRTrustee-$0--
PETER CREIGHTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Permanent Fund Trust for Harvard
EIN
04-6115589
Phone
7818998989
Address
170 HUBBARD STREET, LENOX, MA 01240

Signing Officer

Name
John B Deary Jr
Title
Trustee
Phone
7818998989
Signed
2018-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
155 SOUTH MAIN STREET SUITE 100, PROVIDENCE, RI 02903
Preparer
Debra Mitchell
Phone
4014576700
Supplemental Narrative

Additional Explanations

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

“Description: dividend income. Amount: 6,491.”

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

“Activity classification: research activities. Grantee name: kaelyn dobson. Property description: cash. Date of gift: 05/03/17. Amount given: 4,000.”

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

“Description: state filing fee. Amount: 35. Description: accounting & tax preparation. Amount: 438. Total to form 990-ez, line 16: 473.”

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

“Description: mutual funds invested in index & bond funds. Beg. Of year amount: 253,186. End of year amount: 255,204.”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN B DEARY JR
IRS990EZ/BooksInCareOfDetail/PhoneNum07818998989
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0170 HUBBARD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LENOX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02018
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0253186
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0255204
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt06491
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06491
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0253186
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255204
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0253186
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255204
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/PersonNm0JESSE REED PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN B DEARY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER CREIGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0253186
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0255204
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0473
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EFFECTS OF HETEROSPECIFIC ALARM CALLS ON ANTI-PREDATION RESPONSES IN FREERANGING EMPEROR TAMARINS AND SADDLEBACK TAMARINS IN PERU
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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/TotalExpensesAmt04473
IRS990EZ/TotalProgramServiceExpensesAmt04000
IRS990EZ/TotalRevenueAmt06491
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt051075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026940
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32210
IRS990ScheduleA/PublicSupportPY170Pct00.38630
IRS990ScheduleA/PublicSupportTotal170Amt025125
IRS990ScheduleA/SubstantialContributorsTotAmt025950
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt051075
IRS990ScheduleA/TotalSupportAmt078015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 6,491.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: KAELYN DOBSON. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/03/17. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: STATE FILING FEE. AMOUNT: 35. DESCRIPTION: ACCOUNTING & TAX PREPARATION. AMOUNT: 438. TOTAL TO FORM 990-EZ, LINE 16: 473.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MUTUAL FUNDS INVESTED IN INDEX & BOND FUNDS. BEG. OF YEAR AMOUNT: 253,186. END OF YEAR AMOUNT: 255,204.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN B DEARY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818998989
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERMANENT FUND TRUST FOR HARVARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAVELLERS CLUB C/O JOHN B DEARY JR
ReturnHeader/Filer/BusinessNameControlTxt0PERM
ReturnHeader/Filer/EIN0046115589
ReturnHeader/Filer/PhoneNum07818998989
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 HUBBARD STREET
ReturnHeader/Filer/USAddress/CityNm0LENOX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001240
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0492676B42224714E170D6E26E1A60011358CD9C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02018-09-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:17:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 SOUTH MAIN STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014576700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA MITCHELL
ReturnHeader/ReturnTs02018-09-25T14:38:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,204
Liabilities
$0
Net assets
$255,204
Revenue
$6,491
Expenses
$4,473
Net income
$2,018
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
2018Detailed filing. Detailed filing data is available for this year.$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