Civic Intelligence

Harvard College Trust

990PF • Fiscal year 2020 • EIN 13-6913027

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 24, 2021

CO Anchin 1375 Broadway 18th FLNew York, NY 10018

(212) 840-3456

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

3rd percentile

-252%

Higher net margin than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$27,499

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.3%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$13,947,716

Down $626,001 (-4.3%) from 2019

Net Assets

Down

$13,947,716

Down $626,001 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$248,837

Down $681,045 (-73%) from 2019

Expenses

Up

$874,838

Up $20,193 (+2.4%) from 2019

Net Income

Down

-$626,001

Down $701,238 (-932%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$13,947,716
Liabilities$0
Net Assets$13,947,716

Operations Trend

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

2020

Revenue$248,837
Expenses$874,838
Net Income-$626,001
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 24, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L FRANCIS HUCKTrustee-$27,499-$27,499
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARVARD UNIVERSITYFUND FOR SUPPORT OF DOCTORAL STUDENTSPCCAMBRIDGE, MA, US$811,973
Filing and Contact Details

Filer

Filer Name
Harvard College Trust
EIN
13-6913027
Phone
2128403456
Address
CO ANCHIN 1375 BROADWAY 18TH FL, NEW YORK, NY 10018

Signing Officer

Name
L Francis Huck
Title
Trustee
Phone
2128403456
Signed
2021-08-24
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 Appendix330 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/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/Amt0811973
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/TotalGrantOrContriPdDurYrAmt0811973
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/AppliedToCurrentYearAmt023500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0811973
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0845462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0835473
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0821962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0811973
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07616
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07616
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
TaxesSchedule/TaxesDetail/Amt09000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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/SignatureDt02021-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD COLLEGE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0136913027
ReturnHeader/Filer/PhoneNum02128403456
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO ANCHIN 1375 BROADWAY 18TH FL
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/PreparationDt02021-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY LIEBERMAN
ReturnHeader/ReturnTs02021-08-24T15:13:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANCIS HUCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
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