Civic Intelligence

Harvard College Trust

EIN 13-6913027 • 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

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$74,199

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.5%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

44%

Faster revenue growth than 78% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$18,459,730

Down $96,528 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,459,730

Down $96,528 (-0.5%) from 2023

Revenue

Up

$762,581

Up $233,152 (+44%) from 2023

Expenses

Up

$850,134

Up $823,884 (+3139%) from 2023

Net Income

Down

-$87,553

Down $590,732 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $14,202,576Liabilities 2011: $02011Assets 2012: $14,320,092Liabilities 2012: $02012Assets 2013: $14,325,087Liabilities 2013: $02013Assets 2014: $14,364,049Liabilities 2014: $02014Assets 2015: $14,079,795Liabilities 2015: $02015Assets 2017: $14,859,969Liabilities 2017: $0Net Assets 2017: $14,859,9692017Assets 2018: $14,498,480Liabilities 2018: $0Net Assets 2018: $14,498,4802018Assets 2019: $14,573,717Liabilities 2019: $0Net Assets 2019: $14,573,7172019Assets 2020: $13,947,716Liabilities 2020: $0Net Assets 2020: $13,947,7162020Assets 2021: $19,474,360Liabilities 2021: $0Net Assets 2021: $19,474,3602021Assets 2022: $18,053,079Liabilities 2022: $0Net Assets 2022: $18,053,0792022Assets 2023: $18,556,258Liabilities 2023: $0Net Assets 2023: $18,556,2582023Assets 2024: $18,459,730Liabilities 2024: $0Net Assets 2024: $18,459,7302024

Highlighted filing

2024

Assets$18,459,730
Liabilities$0
Net Assets$18,459,730

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $389,230Expenses 2011: $738,954Net Income 2011: -$349,7242011Revenue 2012: $903,805Expenses 2012: $786,289Net Income 2012: $117,5162012Revenue 2013: $786,882Expenses 2013: $781,887Net Income 2013: $4,9952013Revenue 2014: $899,607Expenses 2014: $860,645Net Income 2014: $38,9622014Revenue 2015: $527,024Expenses 2015: $811,278Net Income 2015: -$284,2542015Revenue 2017: $1,579,573Expenses 2017: $775,420Net Income 2017: $804,1532017Revenue 2018: $540,732Expenses 2018: $902,221Net Income 2018: -$361,4892018Revenue 2019: $929,882Expenses 2019: $854,645Net Income 2019: $75,2372019Revenue 2020: $248,837Expenses 2020: $874,838Net Income 2020: -$626,0012020Revenue 2021: $6,399,308Expenses 2021: $872,664Net Income 2021: $5,526,6442021Revenue 2022: $464,129Expenses 2022: $1,885,410Net Income 2022: -$1,421,2812022Revenue 2023: $529,429Expenses 2023: $26,250Net Income 2023: $503,1792023Revenue 2024: $762,581Expenses 2024: $850,134Net Income 2024: -$87,5532024

Highlighted filing

2024

Revenue$762,581
Expenses$850,134
Net Income-$87,553

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.76$0.85$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$0.53$0.03$0.50
2022Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.46$1.89$1.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$6.40$0.87$5.53
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.25$0.87$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.93$0.85$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$0.54$0.90$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.58$0.78$0.80
2015Summary only. Only limited summary data is available for this year.$14.1$0.00$0.53$0.81$0.28
2014Summary only. Only limited summary data is available for this year.$14.4$0.00$0.90$0.86$0.04
2013Summary only. Only limited summary data is available for this year.$14.3$0.00$0.79$0.78$0.00
2012Summary only. Only limited summary data is available for this year.$14.3$0.00$0.90$0.79$0.12
2011Summary only. Only limited summary data is available for this year.$14.2$0.00$0.39$0.74$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L FRANCIS HUCK RESIGNED 103124Trustee-$74,199-$74,199
JOSEPH KAUFMAN EFFECTIVE 11124Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Harvard College Trust
EIN
13-6913027
Phone
2128403456
Address
CO ANCHIN 3 TIMES SQUARE, NEW YORK, NY 10036

Signing Officer

Name
Joseph Kaufman
Title
Trustee
Phone
2128403456
Signed
2025-07-16
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 Appendix327 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
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
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 AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0100173954
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/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0751485
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND FOR SUPPORT OF DOCTORAL STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0124 MOUNT AUBURN STREET SUITE 430N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0751485
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/AppliedToCurrentYearAmt045200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0751485
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0953538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0796685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0908338
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0751485
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MISCELLANEOUS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01653
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01653
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08975
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
TaxesSchedule/TaxesDetail/Amt09000
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/PersonNm0JOSEPH KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD COLLEGE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0136913027
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM RUBINFELD
ReturnHeader/ReturnTs02025-07-17T14:56:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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