Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 13-6761801

Mar 01, 2020 to Feb 28, 2021 • Filed on Aug 18, 2021

CO Anchin Llp 1375 BroadwayNew York, NY 10018

(212) 840-3456

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-313%

Higher net margin than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

8th percentile

-9.2%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,917,885

Down $193,744 (-9.2%) from 2020

Net Assets

Down

$1,917,885

Down $193,744 (-9.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$61,875

Down $48,956 (-44%) from 2020

Expenses

Up

$255,619

Up $234,116 (+1089%) from 2020

Net Income

Down

-$193,744

Down $283,072 (-317%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$1,917,885
Liabilities$0
Net Assets$1,917,885

Operations Trend

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

2021

Revenue$61,875
Expenses$255,619
Net Income-$193,744
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Aug 18, 2021
Return Version
2020v4.1
Compensation and Service Providers

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 LLP 1375 BROADWAY, NEW YORK, NY 10018

Signing Officer

Name
L Francis Huck
Title
Trustee
Phone
2128403456
Signed
2021-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
1375 BROADWAY, NEW YORK, NY 10018-7001
Preparer
Barry Lieberman
Phone
2128403456
Raw XML Appendix341 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
AccountingFeesSchedule/AccountingFeesDetail/Amt014000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES INCURRED FOR TAX PREPARATION AND CONSULTING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07000
AppliedToPriorYearElection/ElectionDesc0SEE ATTACHED ELECTION SIGNED BY THE TRUSTEE.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm06,989 SHS VANGUARD INFLATION PROTECTED - INS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm113,135 SHS VANGUARD INTER-TERM INV. GRADE - ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24,640 SHS VANGUARD GLOBAL MIN VOL-ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt073646
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1129490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2114348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt079608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1134240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2125472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0277120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt368542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4155488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5135948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt663383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt796097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8229000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9178000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1077593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0548222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2144183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt389157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4234811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5176261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt688258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7184714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8229512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9187498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1076767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,436 SHS ISHARES S&P 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1659 SHS ISHARES S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,372 SHS ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3551 SHS SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm415,198 SHS VANGUARD DEVELOPED MKTS IND.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53,358 SHS VANGUARD EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm624,381 SHS WASATCH EMERGING MARKETS SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7588 SHS INVESCO QQQ TRUST SERIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm810,533 SHS BAILLIE GIFFORD INT'L GROWTH FUND CL-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94,324 SHS BAILLIE GIFFORD U.S EQUITY GRWTH FD-CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102,357 SHS VANGUARD DIVIDEND GROWTH FUND
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0100307
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0101697
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt043079
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt018796
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt061875
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt061875
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018796
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0202883
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0202883
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043079
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043079
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-193744
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0720085
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt018796
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045595
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09530
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0214033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0255619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt061875
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt061875
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0701289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0710275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018796
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-193744
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01917885
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02111629
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01917885
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117794
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0117794
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0117794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0118428
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0634
IRS990PF/DistributableAmountGrp/TotalTaxAmt0634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01648
IRS990PF/FMVAssetsEOYAmt02591352
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0684987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0317484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0339320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01183784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01473378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02123619
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02111629
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01917885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt090119
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026716
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02111629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01917885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02591352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02111629
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01917885
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02111629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01917885
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0152739
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0100307
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0101697
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02404623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02319516
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036069
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0118428
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02368554
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02404623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0L FRANCIS HUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O STB LLP 425 LEXINGTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0100173954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0214033
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0214033
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0214033
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SIMPSON THACHER BARTLETT LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0425 LEXINGTON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124552000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0202883
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0202883
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018150
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt080298
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0115585
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0214033
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt080298
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt099644
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0115585
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES IN CONNECTION WITH VARIOUS EXEMPT PURPOSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03900
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03900
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
TaxesSchedule/TaxesDetail/Amt01217
TaxesSchedule/TaxesDetail/Amt124089
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX ON PRIOR YEAR UNDISTRIBUTED INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L FRANCIS HUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-18
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 LLP 1375 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0130436940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187001
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY LIEBERMAN
ReturnHeader/ReturnTs02021-08-24T15:11:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANCIS HUCK
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings