Civic Intelligence

The John E Stevens Trust F/B/O Harvard College U/I Dated 12/6/78

EIN 13-6761801 • New York, NY

CO Anchin 3 Times SquareNew York, NY 10036
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

1.5%

Faster revenue growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,488,530

Down $4,097 (-0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,488,530

Down $4,097 (-0.2%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin30th percentile

Revenue

Up

$89,442

Up $1,313 (+1.5%) from 2024

Expenses

Down

$93,830

Down $27,875 (-23%) from 2024

Net Income

Up

-$4,388

Up $29,188 (+87%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,917,843Liabilities 2012: $02012Assets 2013: $1,907,661Liabilities 2013: $02013Assets 2014: $1,898,320Liabilities 2014: $02014Assets 2015: $2,142,735Liabilities 2015: $02015Assets 2016: $2,088,388Liabilities 2016: $02016Assets 2018: $2,089,185Liabilities 2018: $0Net Assets 2018: $2,089,1852018Assets 2019: $2,022,301Liabilities 2019: $0Net Assets 2019: $2,022,3012019Assets 2020: $2,111,629Liabilities 2020: $0Net Assets 2020: $2,111,6292020Assets 2021: $1,917,885Liabilities 2021: $0Net Assets 2021: $1,917,8852021Assets 2022: $2,625,229Liabilities 2022: $0Net Assets 2022: $2,625,2292022Assets 2023: $2,526,203Liabilities 2023: $0Net Assets 2023: $2,526,2032023Assets 2024: $2,492,627Liabilities 2024: $0Net Assets 2024: $2,492,6272024Assets 2025: $2,488,530Liabilities 2025: $0Net Assets 2025: $2,488,5302025

Highlighted filing

2025

Assets$2,488,530
Liabilities$0
Net Assets$2,488,530
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $61,453Expenses 2012: $124,450Net Income 2012: -$62,9972012Revenue 2013: $110,434Expenses 2013: $120,616Net Income 2013: -$10,1822013Revenue 2014: $129,694Expenses 2014: $139,035Net Income 2014: -$9,3412014Revenue 2015: $384,373Expenses 2015: $139,958Net Income 2015: $244,4152015Revenue 2016: $56,595Expenses 2016: $110,942Net Income 2016: -$54,3472016Revenue 2018: $165,884Expenses 2018: $81,250Net Income 2018: $84,6342018Revenue 2019: $75,849Expenses 2019: $142,733Net Income 2019: -$66,8842019Revenue 2020: $110,831Expenses 2020: $21,503Net Income 2020: $89,3282020Revenue 2021: $61,875Expenses 2021: $255,619Net Income 2021: -$193,7442021Revenue 2022: $840,562Expenses 2022: $133,218Net Income 2022: $707,3442022Revenue 2023: $55,317Expenses 2023: $154,343Net Income 2023: -$99,0262023Revenue 2024: $88,129Expenses 2024: $121,705Net Income 2024: -$33,5762024Revenue 2025: $89,442Expenses 2025: $93,830Net Income 2025: -$4,3882025

Highlighted filing

2025

Revenue$89,442
Expenses$93,830
Net Income-$4,388
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,488,530
Liabilities
$0
Net assets
$2,488,530
Revenue
$89,442
Expenses
$93,830
Net income
-$4,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.09$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.06$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.84$0.13$0.71
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.06$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.11$0.02$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.17$0.08$0.08
2016Summary only. Only limited summary data is available for this year.$2.09$0.00$0.06$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$2.14$0.00$0.38$0.14$0.24
2014Summary only. Only limited summary data is available for this year.$1.90$0.00$0.13$0.14$0.01
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.92$0.00$0.06$0.12$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Aug 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L FRANCIS HUCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John E Stevens Trust
EIN
13-6761801
Phone
2128403456
Address
CO ANCHIN 3 TIMES SQUARE, NEW YORK, NY 10036

Signing Officer

Name
L Francis Huck
Title
Trustee
Phone
2128403456
Signed
2025-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
3 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Adam Rubinfeld
Phone
2128403456
Raw XML Appendix313 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.

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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES IN CONNECTION WITH VARIOUS EXEMPT PURPOSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02152
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02152
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0291
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO SECURITIES
TaxesSchedule/TaxesDetail/Amt01541
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L FRANCIS HUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN E STEVENS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0F/B/O HARVARD COLLEGE U/I DATED 12/6/78
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0136761801
ReturnHeader/Filer/PhoneNum02128403456
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO ANCHIN 3 TIMES SQUARE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0130436940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 TIMES SQUARE
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM RUBINFELD
ReturnHeader/ReturnTs02025-08-22T11:35:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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