Civic Intelligence

Permanent Fund Trust for Harvard Travellers Club

990EZ • Fiscal year 2022 • EIN 04-6115589

May 01, 2021 to Apr 30, 2022 • Filed on Sep 07, 2022

Organization ProfileN/A
52 MT Vernon StreetArlington, MA 02476

(617) 519-3486

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

282%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$309,738

Up $24,261 (+8.5%) from 2021

Net Assets

Up

$309,738

Up $24,261 (+8.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$36,070

Up $26,616 (+282%) from 2021

Expenses

Up

$11,809

Up $3,483 (+42%) from 2021

Net Income

Up

$24,261

Up $23,133 (+2051%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2022

Assets$309,738
Liabilities$0
Net Assets$309,738
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$36,070
Expenses$11,809
Net Income$24,261
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 7, 2022
Return Version
2021v4.2
Gross Receipts
$36,070
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$10,000$10,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NILS BONDE-HENRIKSENTrustee-$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
6175193486
Address
52 MT VERNON STREET, ARLINGTON, MA 02476

Signing Officer

Name
Nils Bonde-henriksen
Title
Trustee
Phone
6175193486
Signed
2022-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
155 SOUTH MAIN STREET SUITE 100, PROVIDENCE, RI 02903
Preparer
Debra Mitchell
Phone
4016004500
Supplemental Narrative

Additional Explanations

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

“Activity classification: research activities. Grantee name: the appalachian mountain club. Property description: cash. Amount given: 10,000.”

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

“Description: office supplies. Amount: 1,036.”

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

“Description: mutual funds invested in index & bond funds. Beg. Of year amount: 285,477. End of year amount: 309,738.”

Raw XML Appendix157 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/BusinessNameLine1Txt0NILS BONDE-HENRIKSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07813168053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt052 MT VERNON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002476
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt036070
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024261
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0773
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0285477
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0309738
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt036070
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0285477
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0309738
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0285477
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0309738
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/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/BOYAmt0285477
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0309738
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01036
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/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
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/TotalExpensesAmt011809
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt036070
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08747
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07510
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06491
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023073
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76010
IRS990ScheduleA/PublicSupportPY170Pct00.46730
IRS990ScheduleA/PublicSupportTotal170Amt073114
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012380
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073114
IRS990ScheduleA/TotalSupportAmt096187
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/ExplanationTxt0ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: THE APPALACHIAN MOUNTAIN CLUB. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MUTUAL FUNDS INVESTED IN INDEX & BOND FUNDS. BEG. OF YEAR AMOUNT: 285,477. END OF YEAR AMOUNT: 309,738.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NILS BONDE-HENRIKSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175193486
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERMANENT FUND TRUST FOR HARVARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAVELLERS CLUB C/O NILS BONDE-HENRIKSEN
ReturnHeader/Filer/BusinessNameControlTxt0PERM
ReturnHeader/Filer/EIN0046115589
ReturnHeader/Filer/PhoneNum06175193486
ReturnHeader/Filer/USAddress/AddressLine1Txt052 MT VERNON STREET
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002476
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/PhoneNum04016004500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA MITCHELL
ReturnHeader/ReturnTs02022-09-07T10:51:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NILS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BONDE-HENRIKSEN
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$309,738
Liabilities
$0
Net assets
$309,738
Revenue
$36,070
Expenses
$11,809
Net income
$24,261
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
2022Detailed filing. Detailed filing data is available for this year.$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