Permanent Fund Trust for Harvard Travellers Club

990EZ • Fiscal year 2024 • EIN 04-6115589

May 01, 2023 to Apr 30, 2024 • Filed on Oct 29, 2024

Organization Profile N/A

8 Eastern AvenueArlington, MA 02476

(617) 519-3486

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

75%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

11%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

233%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets56th percentile

Assets

$359,827

Up $36,723 (+11%) from 2023

Net Assets

$359,827

Up $36,723 (+11%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin96th percentile

Revenue

$49,232

Up $34,448 (+233%) from 2023

Expenses

$12,509

Up $3,521 (+39%) from 2023

Net Income

$36,723

Up $30,927 (+534%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2024

Assets$359,827

Liabilities$0

Net Assets$359,827

Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2024

Revenue$49,232

Expenses$12,509

Net Income$36,723

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2023 to Apr 30, 2024
Signed: Oct 29, 2024
Return Version: 2023v5.1
Gross Receipts: $49,232

Mission and Program Overview

Mission

To provide grants for research activities throughout the world

Program Services

Description	Grants	Expenses
TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD	$11,200	$11,200

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
NILS BONDE-HENRIKSEN	Trustee	-	$0	-	-
PETER CREIGHTON	Trustee	-	$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: 2024-10-29
Discuss with paid preparer: Yes

Preparer

Firm: Marcum Llp
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: 31,802.”

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

“Activity classification: research activities. Grantee name: christina gonzalez-esteban. Property description: cash. Amount given: 7,000.”

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

“Activity classification: research activities. Grantee name: dr. Gino caspari. Property description: cash. Amount given: 4,200. Total included on form 990-ez, line 10: 11,200.”

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

“Description: office supplies. Amount: 96. Description: website. Amount: 158. Description: wire fees. Amount: 195. Description: filing fee. Amount: 36. Total to form 990-ez, line 16: 485.”

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

“Description: mutual funds invested in index & bond funds. Beg. Of year amount: 323,104. End of year amount: 359,827.”

Raw XML Appendix153 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	NILS BONDE-HENRIKSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7813168053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	8 EASTERN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	02476
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	0
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	17430
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	36723
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	824
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	323104
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	359827
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	11200
IRS990EZ/GrossReceiptsAmt	0	49232
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	31802
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	323104
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	359827
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	323104
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	359827
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	NILS BONDE-HENRIKSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	PETER CREIGHTON
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	323104
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	359827
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	485
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO PROVIDE GRANTS FOR RESEARCH ACTIVITIES THROUGHOUT THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	11200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	11200
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
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	12509
IRS990EZ/TotalProgramServiceExpensesAmt	0	11200
IRS990EZ/TotalRevenueAmt	0	49232
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	17430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	11210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	36070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	9129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	6910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	80749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	31802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	3574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	7570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	8747
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	52018
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.60820
IRS990ScheduleA/PublicSupportPY170Pct	0	0.72180
IRS990ScheduleA/PublicSupportTotal170Amt	0	80749
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	17430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	11210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	36070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	9129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	6910
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	80749
IRS990ScheduleA/TotalSupportAmt	0	132767
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: DIVIDEND INCOME. AMOUNT: 31,802.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: CHRISTINA GONZALEZ-ESTEBAN. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: RESEARCH ACTIVITIES. GRANTEE NAME: DR. GINO CASPARI. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 96. DESCRIPTION: WEBSITE. AMOUNT: 158. DESCRIPTION: WIRE FEES. AMOUNT: 195. DESCRIPTION: FILING FEE. AMOUNT: 36. TOTAL TO FORM 990-EZ, LINE 16: 485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: MUTUAL FUNDS INVESTED IN INDEX & BOND FUNDS. BEG. OF YEAR AMOUNT: 323,104. END OF YEAR AMOUNT: 359,827.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	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	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	NILS BONDE-HENRIKSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6175193486
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PERMANENT FUND TRUST FOR HARVARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRAVELLERS CLUB C/O NILS BONDE-HENRIKSEN
ReturnHeader/Filer/BusinessNameControlTxt	0	PERM
ReturnHeader/Filer/EIN	0	046115589
ReturnHeader/Filer/PhoneNum	0	6175193486
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8 EASTERN AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02476
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	100 WESTMINSTER STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02903
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4016004500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DEBRA MITCHELL
ReturnHeader/ReturnTs	0	2024-10-31T13:09:54-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2023-05-01
ReturnHeader/TaxPeriodEndDt	0	2024-04-30
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $359,827
Liabilities: $0
Net assets: $359,827
Revenue: $49,232
Expenses: $12,509
Net income: $36,723

	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
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