TRUSTEES FOR HARVARD UNIVERSITY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES FOR HARVARD UNIVERSITY (EIN 53-0199180)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-14
IRS object ID
201341349349301464
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T09:17:53-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN530199180EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES FOR HARVARD UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone6174957792Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 MASSACHUSETTS AVENUE THIRDAddressLine1
Address Line2FLOORAddressLine2
CityCAMBRIDGECity
StateMAState
ZIP Code02138ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMAUREEN H FORRESTERName
TitleCONTROLLER, HARVARD UNIVERSITYTitle
Phone6174957792Phone
Date Signed2013-05-09DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDREW GILPIN FAUSTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1MASSACHUSETTS HALLAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code02138ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2196378015GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1941YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionTO FACILITATE HARVARD UNIVERSITY'S SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES IN WASHINGTON, DC.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees202TotalNbrEmployees
Total Nbr Volunteers25TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year223015ContributionsGrantsPriorYear
Contributions Grants Current Year321133ContributionsGrantsCurrentYear
Program Service Revenue Prior Year941568ProgramServiceRevenuePriorYear
Program Service Revenue CY613521ProgramServiceRevenueCY
Investment Income Prior Year42185426InvestmentIncomePriorYear
Investment Income Current Year39334189InvestmentIncomeCurrentYear
Other Revenue Prior Year53301OtherRevenuePriorYear
Other Revenue Current Year400430OtherRevenueCurrentYear
Total Revenue Prior Year43403310TotalRevenuePriorYear
Total Revenue Current Year40669273TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1144028GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1307877GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year9373180SalariesEtcPriorYear
Salaries Etc Current Year10001431SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year4526TotalFundrsngExpCurrentYear
Other Expense Prior Year10834123OtherExpensePriorYear
Other Expenses Current Year15882269OtherExpensesCurrentYear
Total Expenses Prior Year21351331TotalExpensesPriorYear
Total Expenses Current Year27191577TotalExpensesCurrentYear
Revenues Less Expenses Prior Year22051979RevenuesLessExpensesPriorYear
Revenues Less Expenses CY13477696RevenuesLessExpensesCY
Total Assets BOY1048383337TotalAssetsBOY
Total Assets EOY1009031371TotalAssetsEOY
Total Liabilities BOY1628653TotalLiabilitiesBOY
Total Liabilities EOY1591617TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1046754684NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1007439754NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO FACILITATE HARVARD UNIVERSITY'S SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES IN WASHINGTON, DC.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense17433377Expense
Grants818444Grants
Revenue567945Revenue
DescriptionDUMBARTON OAKS IS A MUSEUM, RESEARCH LIBRARY, AND EDUCATIONAL FACILITY FOR THE STUDY OF BYZANTINE AND MEDIEVAL HUMANITIES, PRE-COLUMBIAN ART, AND LANDSCAPE ARCHITECTURE. THE FACILITY SERVES APPROXIMATELY 46 FELLOWS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense4996899Expense
Grants489433Grants
Revenue45576Revenue
DescriptionCENTER FOR HELLENIC STUDIES IS AN EDUCATIONAL CENTER IN THE FIELD OF HELLENIC STUDIES DESIGNED TO REDISCOVER HUMANISM OF THE HELLENIC GREEKS. HELLENISM FOR THE CENTER ENCOMPASSES THE EVOLUTION OF THE GREEK LANGUAGE AND ITS CULTURE AS A CENTRAL POINT OF CONTACT FOR ALL OF THE DIFFERENT CIVILIZATIONS OF THE ANCIENT MEDITERRANEAN WORLD. IT ALSO INCLUDES INTERACTIONS WITH FOREIGN CULTURES AND THE DIFFUSION OF ROMAN INFLUENCES. THIS HUMANISTIC VISION ANIMATES THE CENTER'S MAIN ACTIVITIES: (1) BUILDING AND MAINTAINING A WORLD-CLASS COLLECTION OF RESOURCES FOR THE STUDY OF THE ANCIENT GRECO-ROMAN WORLD; (2) MAKING THESE RESOURCES AVAILABLE TO THE COMMUNITY OF SCHOLARS, OFFERING RESIDENTIAL AND NON-RESIDENTIAL FELLOWSHIPS TO SUPPORT RESEARCH IN THE FIELD, AND PROVIDING A VENUE WHERE THE FELLOWS AND OTHER SCHOLARS CAN COLLABORATE AND SHARE THEIR INSIGHTS WITH DIVERSE AUDIENCES BOTH AT THE CENTER AND BEYOND THROUGH SEMINARS, OTHER FORMS OF LIVE PRESENTATIONS, AND PUBLICATIONS; (3) DISSEMINATING SCHOLARSHIP ON THE HELLENIC WORLD IN PRINTED AND ELECTRONIC FORMATS AND DEVELOPING INFORMATION TECHNOLOGIES TO ENHANCE EXISTING METHODS AND PIONEER NEW AVENUES OF RESEARCH AND TEACHING; AND (4) DESIGNING AND ORCHESTRATING ACTIVITIES FOR A GLOBAL AUDIENCE WITH THE GOAL OF ENABLING A WIDE RANGE OF PARTICIPANTS, INCLUDING NON-TRADITIONAL STUDENTS, UNDERGRADUATES, GRADUATE STUDENTS, SCHOLARS FROM OTHER DISCIPLINES, AND LIFE-LONG LEARNERS TO ENGAGE IN THE STUDY AND APPRECIATION OF HELLENIC CULTURE. DURING CALENDAR YEAR 2012 THE CENTER FOR HELLENIC STUDIES WAS ABLE TO PROVIDE THE FOLLOWING RESOURCES: SUPPORT TO 40 RESEARCH FELLOWS, 36 OF WHOM VISITED OR LIVED ON CAMPUS; FUNDING FOR 9 INTERNSHIPS IN WASHINGTON, DC AND 21 SCHOLARSHIPS FOR AMERICAN AND GREEK STUDENTS PARTICIPATING IN ITS PROGRAMS IN GREECE; ORGANIZATION OF 5 SEMINARS IN WHICH 75 FACULTY MEMBERS AND 9 UNDERGRADUATES WERE ABLE TO PARTICIPATE; AND HOST 10 FACULTY MEMBERS AND 26 UNDERGRADUATES FOR 2 RESEARCH SYMPOSIUMS IT HELD DURING THE YEAR.Description
FieldValueIRS element (for citing)
Total Program Service Expense22430276TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096123NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees202NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryGRNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1OFFICE OF THE CONTROLLER HARVARD UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6174957792TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11033 MASSACHUSETTS AVENUE 3RD FLOORAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code02138ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
LAWRENCE S BACOW BEGAN 711
TRUSTEE1.00X036340
SUSAN L GRAHAM BEGAN 711
TRUSTEE1.00X000
NANNERL O KEOHANE
TRUSTEE1.00X000
PATRICIA A KING
TRUSTEE1.00X000
WILLIAM F LEE
TRUSTEE1.00X000
JOSEPH J O'DONNELL BEGAN 711
TRUSTEE1.00X000
ROBERT D REISCHAUER
TRUSTEE1.00X000
ROBERT E RUBIN
TRUSTEE1.00X000
DREW GILPIN FAUST
PRESIDENT/TRUSTEE1.00X0729106170628X
JAMES F ROTHENBERG
TREASURER/TRUSTEE5.00X000X
MARC L GOODHEART
SECRETARY1.00031109056211X
GREGORY NAGY
DIR., CTR FOR HELLENIC STU40.0015000193602120360X
JAN M ZIOLKOWSKI
DIR., DUMBARTON OAKS40.001694381602154419X
DOUGLAS G FRAME
ASSOCIATE DIRECTOR40.00106044017565X
MARGARET MULLETT
DIRECTOR OF BYZANTINE STUD40.00111715023154X
GUDRUN BUEHL
CURATOR AND MUSEUM DIR.40.00112664017599X
MICHAEL STEEN
DIRECTOR OF FACILITIES40.00147145082806X
SUZANNE DAY
DIRECTOR FEDERAL RELATIONS40.00151733018896X
FieldValueIRS element (for citing)
Total Reportable Comp From Org813739TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1239034TotalReportableCompFrmRltdOrgs
Total Other Compensation661638TotalOtherCompensation
Number Individuals GT100 K8NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
THE WHITING-TURNER CONTRACTING COMPANY
PO BOX 17596BALTIMOREMD21297CONSTRUCTION1327661
G4S
PO BOX 277469ATLANTAGA30384SECURITY SERVICES350796
CUNNINGHAM QUILL ARCHITECTS PLLC
1054 31ST ST SUITE 315WASHINGTONDC20007ARCHITECTURE SERVICES265812
DH VEIRS CONTRACTING LLC
9920 OLD SPRING ROADKENSINGTONMD21074CONSTRUCTION106004
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Membership Dues93525MembershipDues
All Other Contributions227608AllOtherContributions
Total Contributions321133TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PUBLICATIONS & MATERIA900099329040329040
ADMISSIONS AND RELATED900099284481284481
FieldValueIRS element (for citing)
Total Program Service Revenue613521TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column964413TotalRevenueColumn
Exclusion$964,413ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column17321TotalRevenueColumn
Exclusion$17,321ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real486458Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real103349Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real383109Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column383109TotalRevenueColumn
Exclusion$383,109ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2193975169Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2155605393Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities38369776Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column38369776TotalRevenueColumn
Exclusion$38,369,776ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column40669273TotalRevenueColumn
Related Or Exempt Function Income613521RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$39,734,619ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total917021Total
Program Services917021ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total390856Total
Program Services390856ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total211216Total
Program Services168973ProgramServices
Management And General38019ManagementAndGeneral
Fundraising4224Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7249505Total
Program Services5608829ProgramServices
Management And General1640676ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total559002Total
Program Services432491ProgramServices
Management And General126511ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1449179Total
Program Services1121207ProgramServices
Management And General327972ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total532529Total
Program Services411776ProgramServices
Management And General120451ManagementAndGeneral
Fundraising302Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total55915Total
Program Services39208ProgramServices
Management And General16707ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total123104Total
Program Services11917ProgramServices
Management And General111187ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total11252Total
Management And General11252ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1607812Total
Program Services1571849ProgramServices
Management And General35963ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total13672Total
Program Services5394ProgramServices
Management And General8278ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total964309Total
Program Services773040ProgramServices
Management And General191269ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total288987Total
Program Services254451ProgramServices
Management And General34536ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2599653Total
Program Services2423583ProgramServices
Management And General176070ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total591026Total
Program Services496539ProgramServices
Management And General94487ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total373203Total
Program Services337120ProgramServices
Management And General36083ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3056464Total
Program Services2518203ProgramServices
Management And General538261ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total169476Total
Program Services60057ProgramServices
Management And General109419ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
ADMIN FEES TO HU45629363758752804184
BOOKS AND SUBSCRIPTIONS57001454967420340
PUBLISHING4710754658405235
TAXES AND FEES762102405952151

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total347161Total
Program Services89437ProgramServices
Management And General257724ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total27191577Total
Program Services22430276ProgramServices
Management And General4756775ManagementAndGeneral
Fundraising4526Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY183269BOY
EOY674913EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY32777BOY
EOY3998EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY337701BOY
EOY14432EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis103261594LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec25707210LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY78967272BOY
EOY77554384EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY461848687BOY
EOY417770079EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY275282533BOY
EOY310896780EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY231731098BOY
EOY202116785EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1048383337BOY
EOY1009031371EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1377023BOY
EOY1344384EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY251630BOY
EOY247233EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1628653BOY
EOY1591617EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY961245144BOY
EOY895672164EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY16005001BOY
EOY5326246EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY69504539BOY
EOY106441344EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1046754684BOY
EOY1007439754EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1048383337BOY
EOY1009031371EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses13477696ReconcilationRevenueExpenses
Reconcilation Other Changes-52792626ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1PRESIDENT AND FELLOWS OF HARVARD COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
EIN042103580EIN
Type Of Organization2TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$10,090,846Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts10090846SumOfAmounts
General ExplanationSCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE H THE SUPPORT TO PRESIDENT AND FELLOWS OF HARVARD COLLEGE (PRESIDENT AND FELLOWS) LISTED IN COLUMN (VII) IN LINE H IS TREATED BY PRESIDENT AND FELLOWS AS A CAPITAL CONTRIBUTION AND REPORTED AS SUCH IN SCHEDULE R, PART V, ON THE PRESIDENT AND FELLOWS' FORM 990 FOR THE YEAR ENDED JUNE 30, 2012.GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance910795000BeginningOfYearBalance
Contributions4210000Contributions
Investment Earnings Or Losses-352000InvestmentEarningsOrLosses
Grants Or Scholarships906000GrantsOrScholarships
Other Expenditures16913000OtherExpenditures
Administrative Expenses3164000AdministrativeExpenses
End Of Year Balance893670000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance675213000BeginningOfYearBalance
Contributions117320000Contributions
Investment Earnings Or Losses160245000InvestmentEarningsOrLosses
Grants Or Scholarships1075000GrantsOrScholarships
Other Expenditures37744000OtherExpenditures
Administrative Expenses3164000AdministrativeExpenses
End Of Year Balance910795000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance643523000BeginningOfYearBalance
Investment Earnings Or Losses68294000InvestmentEarningsOrLosses
Grants Or Scholarships697000GrantsOrScholarships
Other Expenditures32836000OtherExpenditures
Administrative Expenses3071000AdministrativeExpenses
End Of Year Balance675213000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance924447000BeginningOfYearBalance
Investment Earnings Or Losses-240022000InvestmentEarningsOrLosses
Grants Or Scholarships594000GrantsOrScholarships
Other Expenditures38551000OtherExpenditures
Administrative Expenses1757000AdministrativeExpenses
End Of Year Balance643523000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.08000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.11000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.81000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3172680OtherCostOrOtherBasis
Book Value3172680BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis96405679OtherCostOrOtherBasis
Depreciation22890002Depreciation
Book Value73515677BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3683235OtherCostOrOtherBasis
Depreciation2817208Depreciation
Book Value866027BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings77554384TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
PRIVATE EQUITIES128900718F
REAL ASSETS181996062F
FieldValueIRS element (for citing)
Total Of Book Value Securities310896780TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
COLLATERAL ADVANCED UNDER SECURITY BORROWING AGREEMENT107529150
OTHER INVESTMENTS41163718
DUE FROM HARVARD UNIVERSITY16659224
CASH AND EQUIV HELD BY HARVARD UNIVERSITY36764693
FieldValueIRS element (for citing)
Total Book Value Other Assets202116785TotalBookValueOtherAssets

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 1A:PART III, LINE 1A: THE UNIVERSITY'S VAST ARRAY OF MUSEUMS AND LIBRARIES HOUSES PRICELESS WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS, AND ARTIFACTS. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH, AND THE FURTHERANCE OF PUBLIC SERVICE. THEY ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES.
PART III, LINE 4:PART III, LINE 4: CENTER FOR HELLENIC STUDIES COLLECTIONS THE CENTER FOR HELLENIC STUDIES COLLECTIONS IS MAINLY A LIBRARY COLLECTION COMPRISING APPROXIMATELY 60,000 VOLUMES IN THE FIELD OF HELLENIC STUDIES COVERING A WIDE RANGE OF DISCIPLINES. THE LIBRARY COLLECTION IS A VALUABLE RESOURCE TO RESEARCHERS. DUMBARTON OAKS COLLECTIONS THE DUMBARTON OAKS MUSEUM COMPRISES THREE COLLECTIONS (THE BYZANTINE COLLECTION, THE ROBERT WOODS BLISS COLLECTION OF PRE-COLUMBIAN ART, AND THE HOUSE COLLECTION). THE DUMBARTON OAKS MUSEUM HAS 35,000 OBJECTS RECORDED AND MANAGED THROUGH AN ELECTRONIC DATABASE IN A WIDE RANGE OF MEDIA - MINOR ART, SCULPTURE, ANTIQUE FURNITURE, TEXTILES AND WALL TAPESTRIES, FLOOR MOSAICS, PRINTS, PAINTING AND MONUMENTAL FRESCO REPLICA PAINTING COMING FROM EUROPE, MIDDLE AND SOUTH AMERICA, NORTH AMERICA, AND ASIA. THE DUMBARTON OAKS MUSEUM'S COLLECTIONS ARE AN IMPORTANT RESOURCE FOR THE SCHOLARLY COMMUNITY OF THE DUMBARTON OAKS RESEARCH INSTITUTE AS WELL AS TO STUDENTS AND A BROADER GENERAL PUBLIC. THE MISSION OF THE DUMBARTON OAKS MUSEUM IS TO CONNECT SCHOLARS WITH ART AND ART SCHOLARSHIP WITH THE PUBLIC. THROUGH AN ACTIVE PROGRAM OF RESEARCH AND EXHIBITIONS, THE MUSEUM STRIVES TO ADVANCE KNOWLEDGE AND STIMULATE APPRECIATION OF ART BY ENGAGING VISITORS AESTHETICALLY, VISUALLY, AND INTELLECTUALLY.
PART V, LINE 4:THE PRIMARY GOAL OF THE ENDOWMENT IS TO SUPPORT TRUSTEES' MISSION OF FACILITATING HARVARD UNIVERSITY'S SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES IN WASHINGTON, DC.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X, LINE 2: FIN 48 EFFECTIVE JULY 1, 2007, HARVARD UNIVERSITY, WHICH INCLUDES TRUSTEES, ADOPTED FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FIN 48). FIN 48 SETS A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. NO DISCLOSURE IN THE JUNE 30, 2012 FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX POSITIONS WAS REQUIRED. PART V, LINE 1B THE $4,210,000 LISTED AS CONTRIBUTIONS IN PART V, LINE 1B REPRESENTS A CHANGE IN PRESENTATION TO THE CURRENT YEAR ENDOWMENT BEGINNING BALANCE. THIS CHANGE IN PRESENTATION DOES NOT AFFECT TOTAL NET ASSETS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EUROPE (INCLUDING ICELAND & GREENLAND) -14PROGRAM SERVICESCLASSICAL STUDIES802592
EAST ASIA AND THE PACIFIC -00GRANTMAKING22889
EUROPE (INCLUDING ICELAND & GREENLAND) -00GRANTMAKING285883
MIDDLE EAST AND NORTH AFRICA -00GRANTMAKING1463
RUSSIA & THE NEWLY INDEPENDENT STATES -00GRANTMAKING35534
SOUTH AMERICA - ARGENTINA, BOLIVIA,00GRANTMAKING43634
SOUTH ASIA - AFGHANISTAN, BANGLADESH,00GRANTMAKING1453
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees4SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees4TotalNumberOfEmployees
Subtotal Amount Spent1193448SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent1193448TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FELLOWSHIPSEAST ASIA AND THE PACIFIC -222889EFT OR CHECK
STIPENDS, SCHOLARSHIPS, AND RESEARCH-RELATED REIMBURSEMENTS.EUROPE (INCLUDING ICELAND & GREENLAND) -1557574EFT OR CHECK
FELLOWSHIPSEUROPE (INCLUDING ICELAND & GREENLAND) -29228309EFT OR CHECK
FELLOWSHIPSMIDDLE EAST AND NORTH AFRICA -11463EFT OR CHECK
FELLOWSHIPSRUSSIA & THE NEWLY INDEPENDENT STATES -135534EFT OR CHECK
FELLOWSHIPSSOUTH AMERICA - ARGENTINA, BOLIVIA,343634EFT OR CHECK
FELLOWSHIPSSOUTH ASIA - AFGHANISTAN, BANGLADESH,11453EFT OR CHECK
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: ALL DISBURSEMENTS MADE BY THIS INSTITUTION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY DULY CONSTITUTED COMMITTEES OR INDIVIDUALS. ALL SCHOLARSHIPS ARE REVIEWED AND APPROVED BY HARVARD'S FINANCIAL AID OFFICES.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
STIPENDS FOR POST-DOCTORAL STUDENTS AND FELLOWS16271250
TRAVEL GRANTS820000
RESEARCH-RELATED REIMBURSEMENTS FOR FELLOWS2169329
OTHER GRANTS2244280
FELLOWSHIPS41384163

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: ALL DISBURSEMENTS MADE BY THIS INSTITUTION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY DULY CONSTITUTED COMMITTEES OR INDIVIDUALS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DREW GILPIN FAUST
072044100086650314100139218089973400
MARC L GOODHEART
0310784000306031410024801036730100
GREGORY NAGY
1500019329000031202496773500218938850024046200
JAN M ZIOLKOWSKI
16689300025451602225600131718141323716174300
MICHAEL STEEN
1422640450003810171600656460229951000
SUZANNE DAY
15168600047017611012850170629000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1ATRAVEL FOR COMPANIONS TRUSTEES' TRAVEL POLICY ALLOWS REIMBURSEMENT FOR COMPANION TRAVELERS WHEN THE COMPANION'S ATTENDANCE AT A PROFESSIONAL FUNCTION OR INVOLVEMENT IN FUNDRAISING ACTIVITIES SERVES A LEGITIMATE BUSINESS PURPOSE. IN ACCORDANCE WITH THIS POLICY, TRUSTEES REIMBURSED CERTAIN EMPLOYEES FOR COMPANION TRAVEL DURING THE YEAR. IN THESE CIRCUMSTANCES, THE REIMBURSEMENT OF COMPANION AND FAMILY MEMBERS TRAVEL EXPENSES WAS A LEGITIMATE BUSINESS EXPENSE FOR TRUSTEES AND THEREFORE IT WAS NOT REPORTED IN THE EMPLOYEES' TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE TRUSTEES FOR HARVARD UNIVERSITY PROVIDES HOUSING TO PROFESSOR ZIOLKOWSKI AND PROFESSOR NAGY, KEY EMPLOYEES, AND TO MR. STEEN, A REPORTABLE EMPLOYEE. THEY ARE REQUIRED TO RESIDE IN THE RESPECTIVE HOUSES AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF DUMBARTON OAKS AND THE CENTER FOR HELLENIC STUDIES. THE ESTIMATED VALUE OF THE NONTAXABLE HOUSING BENEFITS REPORTED ON FORM 990, PART VIII, SECTION A, COLUMN F, ARE $104,940 FOR PROFESSOR ZIOLKOWSKI, $73,500 FOR PROFESSOR NAGY, AND $39,000 FOR MR. STEEN.
PART I, LINE 3 AS DISCUSSED IN SCHEDULE O, OFFICERS ARE NOT COMPENSATED IN THEIR CAPACITY AS OFFICERS OF TRUSTEES FOR HARVARD UNIVERSITY. TRUSTEES' OFFICERS ALSO SERVE AS OFFICERS OF THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE. THE PRESIDENT IS COMPENSATED FOR HER POSITION AT PRESIDENT AND FELLOWS OF HARVARD COLLEGE.
PART I, LINE 7TRUSTEES FOR HARVARD UNIVERSITY OFFERS INCENTIVE COMPENSATION FOR OUTSTANDING PERFORMANCE. BONUS AND INCENTIVE PAYMENTS FOR EMPLOYEES ARE LISTED IN PART II, COLUMN (B)(II).

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2THE GOVERNING BOARD OF TRUSTEES FOR HARVARD UNIVERSITY IS COMPRISED OF THE SAME INDIVIDUALS AS THE GOVERNING BOARD OF THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE. CERTAIN OFFICERS AND KEY EMPLOYEES OF TRUSTEES ARE EMPLOYED BY PRESIDENT AND FELLOWS OF HARVARD COLLEGE, INCLUDING PRESIDENT FAUST, SECRETARY GOODHEART, AND KEY EMPLOYEE NAGY. KEY EMPLOYEE ZIOLKOWSKI HAS A FACULTY APPOINTMENT AT THE PRESIDENT AND FELLOWS OF HARVARD UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7BCERTAIN ACTIONS OF THE TRUSTEES GOVERNING BODY, SUCH AS THE ELECTION OF NEW DIRECTORS AND AMENDMENTS TO THE CORPORATE STATUTES, ARE SUBJECT TO THE CONSENT OF HARVARD UNIVERSITY'S BOARD OF OVERSEERS.
FORM 990, PART VI, SECTION B, LINE 11THE TRUSTEES FOR HARVARD UNIVERSITY FORM 990 WAS REVIEWED BY THE UNIVERSITY'S TAX RETURN REVIEW COMMITTEES, COMPRISING SENIOR FINANCE STAFF AND INTERNAL AND EXTERNAL COUNSEL. FORM 990 WAS ALSO REVIEWED BY THE UNIVERSITY'S JOINT COMMITTEE ON INSPECTION, CONSISTING OF MEMBERS OF THE HARVARD CORPORATION AND THE BOARD OF OVERSEERS. THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE HARVARD CORPORATION BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CAS PART OF HARVARD UNIVERSITY, TRUSTEES' IS SUBJECT TO SAME THE CONFLICT OF INTEREST POLICIES AND PROCEDURES AS THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE. ANNUALLY, HARVARD UNIVERSITY'S OFFICE OF THE GENERAL COUNSEL DISTRIBUTES A POLICY ON CONFLICTS OF INTEREST AND COMMITMENT FOR SENIOR OFFICERS AND SENIOR ADMINISTRATORS, AND AN ANNUAL DISCLOSURE FORM, TO THE INDIVIDUALS SUBJECT TO THE POLICY. THE COMPLETED FORMS ARE REVIEWED BY THE OFFICE OF THE GENERAL COUNSEL. A PARALLEL PROCESS IS CARRIED OUT ANNUALLY BY THE OFFICE OF THE GOVERNING BOARDS FOR THE UNIVERSITY'S CORPORATE DIRECTORS. THE COMPLETED FORMS OF DIRECTORS ARE REVIEWED BY BOTH THE OFFICE OF THE GENERAL COUNSEL AND THE SECRETARY OF THE UNIVERSITY.
FORM 990, PART VI, SECTION B, LINE 15AS PART OF HARVARD UNIVERSITY, TRUSTEES' IS SUBJECT TO THE SAME POLICIES AND PROCEDURES AS THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR DETERMINING AND REVIEWING COMPENSATION. THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE HAS DISCLOSED IN ITS FORM 990 THE PROCESS UNDERTAKEN TO DETERMINE COMPENSATION FOR ITS OFFICERS. OFFICERS ARE NOT COMPENSATED IN THEIR CAPACITY AS OFFICERS OF TRUSTEES FOR HARVARD UNIVERSITY. CERTAIN TRUSTEES' OFFICERS ALSO SERVE AS OFFICERS OF THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE AND ARE COMPENSATED BY PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR SERVICES PERFORMED FOR THAT ORGANIZATION. EACH KEY EMPLOYEE OF TRUSTEES IS ALSO A HARVARD UNIVERSITY FACULTY MEMBER WITHIN THE FACULTY OF ARTS AND SCIENCES AND THE PROCESS FOR DETERMINING THIER COMPENSATION IS DESCRIBED BELOW: THE SALARIES ARE SET ANNUALLY BY THE DIVISIONAL DEAN AND APPROVED BY THE DEAN OF THE FACULTY OF ARTS AND SCIENCES (FAS). THE PROCESS FOLLOWS THAT IN PLACE FOR ALL FAS FACULTY MEMBERS. THE AMOUNT IS SET ON A STANDARD 9-MONTH BASIS, AND DOES NOT INCLUDE ANY DIRECT RECOGNITION OF DIRECTOR DUTIES. IN RECOGNITION OF THEIR RESPECTIVE ROLES, EACH KEY EMPLOYEE IS PROVIDED WITH A SUPPLEMENTAL COMPENSATION AMOUNT WHICH IS INCLUDED IN THE FIGURES REPORTED ON PART VII AND SCHEDULE J. IN ADDITION, BOTH INDIVIDUALS ARE ELIGIBLE TO EARN SALARY DURING THE SUMMER MONTHS, PROVIDED THEY HAVE EXTERNAL FUNDING.
FORM 990, PART VI, SECTION C, LINE 19TRUSTEES FOR HARVARD UNIVERSITY'S FINANCIAL STATEMENTS ARE INCORPORATED IN HARVARD UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS, WHICH ARE AVAILABLE ON HARVARD UNIVERSITY'S WEBSITE. HARVARD UNIVERSITY'S CONFLICT OF INTERST POLICY IS AVAILABLE ON HARVARD'S INTRANET, ACCESSIBLE TO MEMBERS OF THE HARVARD COMMUNITY. TRUSTEES' CHARTER IS AVAILABLE UPON REQUEST.
PART VII, LINE 1A, COLUMN BTHE LIST BELOW DETAILS AVERAGE HOURS PER WEEK THAT INDIVIDUALS LISTED ON PART VII, LINE 1A DEVOTED TO PRESIDENT AND FELLOWS OF HARVARD COLLEGE, A RELATED ORGANIZATION. JAMES F. ROTHENBERG 10 HOURS WILLIAM F. LEE 5 HOURS NANNERL O. KEOHANE 5 HOURS PATRICIA A. KING 5 HOURS ROBERT D. REISCHAUER 5 HOURS ROBERT E. RUBIN 5 HOURS DREW FILPIN FAUST 60 HOURS MARC L. GOODHEART 60 HOURS LAWRENCE S. BACOW 5 HOURS SUSAN L GRAHAM 5 HOURS JOSEPH J. O'DONNELL 5 HOURS GREGORY NAGY 20 HOURS JAN ZIOLKOWSKI 5 HOURSHOURS PER WEEK PROVIDED TO A RELATED ORGANIZATION
PART VII, LINE 1A, COLUMN BTHE UNIVERSITY DOES NOT TRACK HOURS WORKED BY TRUSTEES, OFFICERS, KEY EMPLOYEES OR HIGHEST COMPENSATED EMPLOYEES. THE AVERAGE HOURS WORKED REPORTED ON PART VII, LINE 1A, COLUMN (B) ARE ESTIMATES, WITH 40 HOURS PER WEEK REPRESENTING FULL TIME EMPLOYMENT. ACTUAL HOURS WORKED PER WEEK MAY VARY.AVERAGE HOURS PER WEEK
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -42,701,780. TRANSFERS TO AFFILIATED ORGS -10,090,846. TOTAL TO FORM 990, PART XI, LINE 5: -52,792,626.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2HARVARD UNIVERSITY'S FINANCIAL STATEMENTS INCLUDE THE ACTIVITIES OF CERTAIN SUBSIDIARIES THAT FILE SEPARATE TAX RETURNS, INCLUDING TRUSTEES FOR HARVARD UNIVERSITY. THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2012 WERE AUDITED BY AN INDEPENDENT ACCOUNTANT.FINANCIAL STATEMENTS AND REPORTING

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (35 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
AMERICAN REPERTORY THEATRE COMPANY INC
62 BRATTLE STCAMBRIDGEMA02138042665867PERFORMING ARTSMA501(C)(3)9PRESIDENT AND FELLOWS OF HARVARD COLLEGE0
ASSOC D ROCKEFELLER CTR DE UNIV DE HVD
EDUCATIONFOREIGN/EXEMPT ENTITN/APRESIDENT AND FELLOWS OF HARVARD COLLEGE0AVENIDA PAULISTA 1337 17 ANDAR CJSAO PAULOSAO PAULOBRBR
BLUE MARBLE HOLDINGS CORP
600 ATLANTIC AVEBOSTONMA02210237014581INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
CENTRE RECHERCHE EUROPEEN DE LA HBS
RESEARCH SUPPORTFOREIGN/EXEMPT ENTITN/APRESIDENT AND FELLOWS OF HARVARD COLLEGE062 RUE FRANCOIS 1ERPARISFRFR
DEMETER HOLDINGS CORP
600 ATLANTIC AVEBOSTONMA02210043044742INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
DOYUKAI FUND FOR HARVARD INC
C/O ROPES GRAY LLP 800 BOYLSTON STBOSTONMA02199043478889RESEARCH SUPPORTMA501(C)(3)11,TYPE INOT APPLICABLE0
DUBAI HARVARD FND FOR MED RSCH INC
401 PARK DRBOSTONMA02215522446955EDUCATION AND RESEARCHMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
ENDOWMENT FOR RESEARCH IN HUMAN BIOLOGY INC
160 FEDERAL STBOSTONMA02115042702030RESEARCHMA501(C)(3)11,TYPE III-OPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
FUNDACION CENTRO DE INVESTIGACION DE LA ESCUELA DE ADMIN DE EMPRESA
RESEARCH SUPPORTFOREIGN/EXEMPT ENTITN/APRESIDENT AND FELLOWS OF HARVARD COLLEGE0CERRITO 1320 PISO 11BUENOS AIRESARAR
GIOVANNI ARMENISE-HVD FDN FOR SCI RSCH INC
HMS C/O DEAN OF FAC OF MEDBOSTONMA02115043293162RESEARCH SUPPORTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD BUSINESS SCHOOL INTERACTIVE INC
C/O HBS SOLDIERS FIELD RDBOSTONMA02163043395140EXECUTIVE EDUCATIONMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD BUSINESS SCHOOL PUBLISHING CORP
300 NORTH BEACON STWATERTOWNMA02474043177990PUBLISHINGMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD DEDICATED ENERGY LTD
1033 MASS AVECAMBRIDGEMA02138030425512ELECTRICITY PURCHASINGMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD GLOBAL RSCH AND SUPPORT SVCS INC
1033 MASS AVECAMBRIDGEMA02138454535664GLOBAL SUPPORTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD MAGAZINE INC
7 WARE STCAMBRIDGEMA02138046112308PUBLISHINGMA501(C)(3)11,TYPE III-FIPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD MANAGEMENT COMPANY INC
600 ATLANTIC AVEBOSTONMA02210237361259MANAGEMENT COMPANYMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD MANAGEMENT PRIVATE EQUITY CORP
600 ATLANTIC AVEBOSTONMA02210043070522INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD MEDICAL CENTER
25 SHATTUCK STBOSTONMA02115042213292MEDICAL EDUCATIONMA501(C)(3)11,TYPE INOT APPLICABLE0
HARVARD MEDICAL COLLABORATIVE INC
25 SHATTUCK STBOSTONMA02115043476764MEDICAL EDUCATION AND RESEARCHMA501(C)(3)11,TYPE INOT APPLICABLE0
HARVARD NEURODISCOVERY CENTER INC
25 SHATTUCK STBOSTONMA02115311745145RESEARCH SUPPORTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD PRIVATE CAPITAL HOLDINGS INC
600 ATLANTIC AVEBOSTONMA02210043070519INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD PRIVATE CAPITAL REALTY INC
600 ATLANTIC AVEBOSTONMA02210223138409INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD REAL ESTATE - ALLSTON INC
1033 MASS AVECAMBRIDGEMA02138043373410TITLE HOLDING COMPANYMA501(C)(25)N/APRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD REAL ESTATE INC
1033 MASS AVECAMBRIDGEMA02138042649303REAL ESTATE BROKERAGEMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
HARVARD-YENCHING INSTITUTE
VANSERG HALL STE 20 25 FRANCIS AVECAMBRIDGEMA02138042062394EDUCATIONMA501(C)(3)11,TYPE INOT APPLICABLE0
ION INC
C/O HARVARD UNIVERSITY 1350 MASS AVCAMBRIDGEMA02138223032677RESEARCHMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER INC
100 BIGELOW STHOLYOKEMA01040273014805RESEARCHMA501(C)(3)11,TYPE INOT APPLICABLE0
MGHPCC HOLYOKE INC
100 BIGELOW STHOLYOKEMA01040452257442RESEARCHMA501(C)(3)11,TYPE INOT APPLICABLE0
PHEMUS CORP
600 ATLANTIC AVEBOSTONMA02210042997367INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASS AVECAMBRIDGEMA02138042103580EDUCATION AND RESEARCHMA501(C)(3)2NOT APPLICABLE0
PUTNAM SQUARE APARTMENTS INC
C/O HRES 1350 MASS AVECAMBRIDGEMA02138046251287REAL ESTATEMA501(C)(3)9PRESIDENT AND FELLOWS OF HARVARD COLLEGE0
RED TOP INC
1033 MASS AVECAMBRIDGEMA02138510189788ATHLETICSCT501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
SHIPPING VENTURE CORP
600 ATLANTIC AVEBOSTONMA02210043263656INVESTMENT MANAGEMENTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
STUDENT CLUBS OF HBS INC
SOLDIERS FIELD RDBOSTONMA02163571152691STUDENT SUPPORTMA501(C)(3)11,TYPE IPRESIDENT AND FELLOWS OF HARVARD COLLEGE0
THE CARL J SHAPIRO INSTITUTE
330 BROOKLINE AVEBOSTONMA02215043326928MEDICAL EDUCATION AND RESEARCHMA501(C)(3)11,TYPE INOT APPLICABLE0

Form990 Schedule R Part III Form990ScheduleRPartIII (78 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAAddress Line1AddressForeign/AddressLine1CountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCityAddressForeign/CityPostal CodeAddressForeign/PostalCodeProvince Or StateAddressForeign/ProvinceOrState
ALCION REAL ESTATE PARTNERS II LP
ONE POST OFF SQ STE 4100BOSTONMA02109263400946INVESTMENTSDEN/A
ALCION REAL ESTATE PARTNERS LP
ONE POST OFF SQ STE 4100BOSTONMA02109201973523INVESTMENTSDEN/A
AMERRA AGRI OPPORTUNITY FUND LP
1185 AVENUE OF THE AMERICAS 18TH FLNEW YORKNY10036273310646INVESTMENTSDEN/A
ATLANTIC TORONTO LP
C/O HARVARD MGMT CO 600 ATLANTIC AVBOSTONMA02210352384789INVESTMENTSDEN/A
BAYNORTH HPCH LLC
ONE FINANCIAL CTR FL 23BOSTONMA02111205305576INVESTMENTSDEN/A
BAYNORTH REALTY FUND V LP
200 CLARENDON ST 54TH FLBOSTONMA02116043537051INVESTMENTSMAN/A
B-BROOK-B SARL
980558809INVESTMENTSN/A20 RUE DE LA POSTE L-2346LULU
BLUE ATLANTIC ACQUISITION GROUP LLC
111 SOUTH WACKER DR STE 3300CHICAGOIL60606274668306INVESTMENTSDEN/A
BPR CO-INVESTOR LLC
645 MADISON AVE 18TH FLNEW YORKNY10022208376342INVESTMENTSDEN/A
CAPITAL PARTNERS (2) US TAX EXEMPT INVESTORS FUND LP
980542678INVESTMENTSDEN/A88 PHILLIP STASSYDNEYNSW 2000
CHARLESBANK EQUITY FUND IV LP
200 CLARENDON ST 54TH FLBOSTONMA02116043423448INVESTMENTSMAN/A
CHARLESBANK REALTY FUND IV LP
200 CLARENDON ST 54TH FLBOSTONMA02116043423446INVESTMENTSMAN/A
CHEROKEE INVEST PTNRS III PARALLEL FUND LP
111 E HARGETT STRALEIGHNC27601710890767INVESTMENTSDEN/A
COMPOSITION CAPITAL ASIA FUND II CV
980563996INVESTMENTSN/AWORLD TRADE CTR TOWER H - 15TH FLNLNLAMSTERDAM1077 XV
COMTEL TELECOM ASSETS LP
200 CLARENDON STBOSTONMA02116203237782INVESTMENTSTXN/A
CORAL SENIOR HOUSING LLC
975 F ST NW 9TH FLWASHINGTONDC20004273934030INVESTMENTSDEN/A
CROSSPOINT TECHNOLOGY HOLDINGS LLC
300 THIRD AVE STE 2WALTHAMMA02451043520886INVESTMENTSDEN/A
CYPRESS REALTY IV LP
301 CONGRESS AVE STE 500AUSTINTX78701743000106INVESTMENTSDEN/A
DENHAM COMMODITY PARTNERS FUND II LP
200 CLARENDON ST 25TH FLBOSTONMA02116770644776INVESTMENTSDEN/A
DENHAM COMMODITY PARTNERS FUND III LP
200 CLARENDON ST 25TH FLBOSTONMA02116562502675INVESTMENTSDEN/A
DENHAM COMMODITY PARTNERS FUND LP
200 CLARENDON ST 25TH FLBOSTONMA02116201256865INVESTMENTSDEN/A
DEVONCB LLC
2000 POWELL ST STE 1240EMERYVILLECA94608731665198INVESTMENTSDEN/A
DEVONIAN LLC
C/O HMC INC 600 ATLANTIC AVEBOSTONMA02110900721046INVESTMENTSDEN/A
EMBARCADERO CAPITAL INVESTORS LP
1301 SHOREWAY RD STE 250BELMONTCA94002050556547INVESTMENTSDEN/A
EMERGING COUNTRIES OPPORT MASTER FUND LP
980548448INVESTMENTSN/A68 FORT STCJCJKY1-1107GRAND CAYMAN
GBE INVESTMENTS LP
INVESTMENTSN/APO BOX 309GT S CHURCH STCJCJGEORGE TOWNGRAND CAYMAN
GERRITY ATLANTIC RETAIL PARTNERS LLC
977 LOMAS SANTA FE DR STE ASOLANA BEACHCA92075274257497INVESTMENTSDEN/A
GREENFIELD BLR FINANCE PARTNERS LP
50 NORTH WATER STSOUTH NORWALKCT06854274267038INVESTMENTSDEN/A
GREENFIELD BLR PARTNERS LP
50 NORTH WATER STSOUTH NORWALKCT06854201221910INVESTMENTSDEN/A
GREENHAVEN APARTMENTS LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022274746803INVESTMENTSDEN/A
HARVARD COMMINGLED ACCOUNT
C/O HMC INC 600 ATLANTIC AVEBOSTONMA02210043344621INVESTMENTSMAN/A
HARVARD CV LLC
1033 MASS AVECAMBRIDGEMA02138800641747REAL ESTATEMAN/A
HARVARD INVESTMENT ASSOCIATES
C/O HMC INC 600 ATLANTIC AVEBOSTONMA02210043507407INVESTMENTSDEN/A
HB INSTITUTIONAL LP
10 ST JAMES AVE STE 1700BOSTONMA02116043425685INVESTMENTSMAN/A
HELIOS ROYALTY PARTNERS I LP
5910 N CENTRAL EXPRESSWAY STE 1520DALLASTX75225200260138INVESTMENTSDEN/A
IEC ATLANTIC I LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022273609237INVESTMENTSDEN/A
IEC ATLANTIC II LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022371657369INVESTMENTSDEN/A
IEC BREAKWATER LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022454447102INVESTMENTSDEN/A
IEC HIDDEN CREEK LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022453083079INVESTMENTSDEN/A
IEC JEFFERSON 2 LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022455466161INVESTMENTSDEN/A
IEC JEFFERSON LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022453679129INVESTMENTSDEN/A
IEC NINTH AVENUE LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022455466236INVESTMENTSDEN/A
IRON POINT CO-INVESTMENT I LLC
201 MAIN STFORT WORTHTX76102454748900INVESTMENTSDEN/A
IRON POINT REAL ESTATE PTRS - TE (H) LP
201 MAIN STFORT WORTHTX76102260526961INVESTMENTSTXN/A
IRON POINT REAL ESTATE PTRS II - TE (H) LP
201 MAIN STFORT WORTHTX76102452502061INVESTMENTSDEN/A
ISLA VISTA ACQUISITION GROUP LLC
111 SOUTH WACKER DR STE 3300CHICAGOIL60606272436234INVESTMENTSDEN/A
KLEINER PERKINS CAUFIELD & BYERS VI LP
2750 SAND HILL RDMENLO PARKCA94025943157816INVESTMENTSCAN/A
LIQUID REALTY PTRS IV (PF1) LP
199 E LINDA MESA AVEDANVILLECA94526260346359INVESTMENTSDEN/A
LIQUID REALTY PTRS IV INVEST AIV (PF1) LP
199 E LINDA MESA AVEDANVILLECA94526260489609INVESTMENTSDEN/A
LIQUID REALTY PTRS IV INVEST II AIV (PF1) LP
199 E LINDA MESA AVEDANVILLECA94526261508955INVESTMENTSDEN/A
LIQUID REALTY PTRS IV TAX EXEMPT (PF1) LP
199 E LINDA MESA AVEDANVILLECA94526260489545INVESTMENTSDEN/A
LUBERT ADLER CAPITAL REAL ESTATE OPPORT FUND LP
2929 ARCH STPHILADELPHIAPA19104223526698INVESTMENTSDEN/A
LUBERT-ADLER CAPITAL REAL ESTATE FUND III LP
2929 ARCH STPHILADELPHIAPA19104522279515INVESTMENTSDEN/A
MCRS LLC
152 WEST 57TH ST 46TH FLNEW YORKNY10019273637201INVESTMENTSMAN/A
NORTH IDAHO APARTMENTS LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022274596307INVESTMENTSDEN/A
OLD LANE HMA MASTER FUND LP
980487260INVESTMENTSN/APO BOX 309 S CHURCH STCJCJGEORGE TOWNGRAND CAYMAN
OXFORD HPC INVESTMENT COMPANY LLC
350 WEST HUBBARD STE 450CHICAGEIL60610364191828INVESTMENTSDEN/A
PATIO GARDENS LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022455311665INVESTMENTSDEN/A
PINO LLC
320302061INVESTMENTSDEN/AAVDA SANTA MARIA NO 6350 PISO 3CIVITACURASANTIAGO
PUTNAM SQUARE APTS CO LP
C/O HRES 1350 MASS AVECAMBRIDGEMA02138043183446REAL ESTATEMAN/A
ROUND TABLE ASSET RECVRY MSTR FUND LTD
980550169INVESTMENTSN/AWINDWARD I W BAY RDCJCJGRAND CAYMAN
ROUND TABLE GLOBAL MACRO MSTR FUND LTD
980645295INVESTMENTSN/AWINDWARD I W BAY RDCJCJGRAND CAYMAN
SOIL INNOVATIONS LLC
900538481INVESTMENTSDEN/AAV DR CARDOSO DE MELO 1340-11 ANBRSAO PAULO04548-004
SOUTHWOOD GARDENS LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022454154784INVESTMENTSDEN/A
STOLBERG MEEHAN & SCANO II-A LP
370 17TH ST STE 3650DENVERCO80202020537969INVESTMENTSDEN/A
TFO CO-INVESTOR LLC
645 MADISON AVE 18TH FLNEW YORKNY10022061762649INVESTMENTSDEN/A
THE BREITHORN FUND LP
980549446INVESTMENTSN/APO BOX 1234 GT S CHURCH STCJCJGEORGE TOWNGRAND CAYMAN
THE ECO PRODUCTS FUND
400 MADISON AVE SUITE 14ANEW YORKNY10017261329990INVESTMENTSDEN/A
THE TRITON FUND II NO 2 LP
INVESTMENTSN/A22 GRENVILLE STJEJEST. HELIERJE4 8PX
THE VILLAGE 1 AT LAWRENCE STATION LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022453419666INVESTMENTSDEN/A
THE VILLAGE 2 AT LAWRENCE STATION LLC
4970 EL CAMINO REAL STE 220LOS ALTOSCA94022453159941INVESTMENTSDEN/A
THE WILDHORN FUND LP
980527266INVESTMENTSN/APO BOX 1234 GT S CHURCH STCJCJGEORGE TOWNGRAND CAYMAN
TRAVIS COAL RESTRUCTURED HOLDINGS LLC
200 CLARENDON STBOSTONMA02116202595311INVESTMENTSDEN/A
USRA ATLANTIC CAPITAL PARTNERS LLC
1370 AVE OF AMERICASNEW YORKNY10019452686195INVESTMENTSDEN/A
VERBENA LLC DBA PURPLE VERBENA LLC
5700 WILSHIRE BLVD STE 330LOS ANGELESCA90036900708621INVESTMENTSDEN/A
WBH KIRBY HILL CO-INVESTMENT LLC
645 MADISON AVE 18TH FLNEW YORKNY10022141933484INVESTMENTSDEN/A
WILLIAMSON ROYALTY VENTURES LLC
200 CLARENDON STBOSTONMA02116562563228INVESTMENTSDEN/A
WORLDWIDE BEAUTY ONSHORE LP
630 FIFTH AVE 27TH FLNEW YORKNY10111274577536INVESTMENTSDEN/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (199 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodePrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityEINEINAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeLegal Domicile StateLegalDomicileState
2226081 ONTARIO LTD
333 BAY ST STE 3400TORONTOONCAM5H 2S7INVESTMENTSCAN/AC
365 CHURCH ST LP
4711 YONGE ST STE 1400TORONTOONCAM2N 7E4INVESTMENTSCAN/AC
ADELAIDE-PETER DEVELOPMENTS
4711 YONGE ST STE 1400TORONTOONCAM2N 7E4INVESTMENTSCAN/AC980684328
AGRICOLA BRINZAL LTDA
AVENIDA SANTA MARIA 6350 OFICINA 3VITACURASANTIAGOCIINVESTMENTSCIN/AC
AGRICOLA CRECER LTDA
AVENIDA SANTA MARIA 6350 OFICINA 3VITACURASANTIAGOCIINVESTMENTSCIN/AC
AGRICOLA DURAMEN LTDA
AVENIDA SANTA MARIA 6350 OFICINA 3VITACURASANTIAGOCIINVESTMENTSCIN/AC
AGRICOLA E INVERSIONES PAMPA ALEGRE SA
AVENIDA SANTA MARIA 6350 OFICINA 3VITACURASANTIAGOCIINVESTMENTSCIN/AC
AGRICOLA FUNDO BUCALEMU LTDA
DEL INCA NO 4446 OFICINA 1007LAS CONDESSANTIAGOCIINVESTMENTSCIN/AC980639220
AGRICOLA RAPEL LTDA
DEL INCA NO 4446 OFICINA 1007LAS CONDESSANTIAGOCIINVESTMENTSCIN/AC980639218
AGRICOLA RETIRO LTDA
DEL INCA NO 4446 OFICINA 1007LAS CONDESSANTIAGOCIINVESTMENTSCIN/AC
AGRICOLA RIBERA LTDA
DEL INCA NO 4446 OFICINA 1007LAS CONDESSANTIAGOCIINVESTMENTSCIN/AC
AGROFLORESTAL VERDE SUL SA
RODOVIA RS-473 KM 22 RINCAO SO SADISTRICT MATARAZZORIO GRANDE DO SULBRINVESTMENTSBRN/AC
AQUILA INC
WALKER HOUSE MARY ST PO BOX 908GGEORGE TOWNGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC980532782
ARA INC
WALKER HOUSE MARY ST PO BOX 908GGEORGE TOWNGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC980543813
ATLANTIC AVENUE REALTY LTD
WALKER HOUSE MARY ST PO BOX 908GGEORGE TOWNGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC980533323
ATLANTIC EUROPE INVESTMENTS GP LTD
50 LOTHIAN RD FESTIVAL SQUAREEDINBURGHUKEH39WJINVESTMENTSUKN/AC
ATLANTIC EUROPE INVESTMENTS LP
50 LOTHIAN RD FESTIVAL SQUAREEDINBURGHUKEH39WJINVESTMENTSUKN/AC980670648
ATLANTIC PACIFIC REALTY INC
INVESTMENTSN/AC1342838711301 SHOREWAY RD STE 250BELMONTCA94002MD
ATLANTIC TORONTO 365 CHURCH ST GP INC
355 BURRARD ST STE 1900VANCOUVERBCCAV6C 2G8INVESTMENTSCAN/AC
ATLANTIC TORONTO A-P GP INC
355 BURRARD ST STE 1900VANCOUVERBCCAV6C 2G8INVESTMENTSCAN/AC980668180
ATLANTIC TORONTO GRENVILLE GP INC
355 BURRARD ST STE 1900VANCOUVERBCCAV6C 2G8INVESTMENTSCAN/AC
ATLANTIC TORONTO HOLDINGS INC
355 BURRARD ST STE 1900VANCOUVERBCCAV6C 2G8INVESTMENTSCAN/AC980668178
BLACK KITE PTY LTD
LEVEL 38 201 ELIZABETH STSYDNEYASNSW 2000INVESTMENTSASN/AC
BLACK KITE TRUST
LEVEL 38 201 ELIZABETH STSYDNEYASNSW 2000INVESTMENTSASN/AC986063158
BLUE ATLANTIC INVESTORS INC
INVESTMENTSN/AC451022813111 SOUTH WACKER DR STE 3300CHICAGOIL60606DE
BLUE ATLANTIC SHUTTLE LLC
INVESTMENTSN/AC452542872111 SOUTH WACKER DR STE 3300CHICAGOIL60606DE
BRASIL TIMBER LTDA
AVENIDA CANDIDO DE ABREU 776 SALACANTRO CIVICOBR80.530-000INVESTMENTSBRN/AC980645399
BRODIAEA INC
INVESTMENTSN/AC9008620855757 PACIFIC AVE STE 222STOCKTONCA95207DE
CAMPO GRANDE SA
AVDA SANTA MARIA NO 6350 PISO 3VITACURASANTIAGOCIINVESTMENTSCIN/AC
CARACOL AGROPECUARIA LTDA
RUA SETE DE SETEMBRO 730 11TH FLPORTO ALEGRERSBRCEP 90010INVESTMENTSBRN/AC980642730
CCA JAPAN INVESTMENT BV
WORLD TRADE CTR TOWER H - 15TH FLAMSTERDAMNL1077 XVINVESTMENTSNLN/AC
CHENNAI 2007
IFS COURT 28 CYBERCITYEBENEMPINVESTMENTSMPN/AC980644770
CHEVAL SP PARTICIPACOES LTDA
RUA DO FORUM S/N SALA BCENTROGUADALUPEBRCEP 64840INVESTMENTSBRN/AC
CLAG (CHILE) SPA
DEL INCA NO 4446 OFICINA 1007LAS CONDESSANTIAGOCIINVESTMENTSCIN/AC980650099
COMPOSITION CAPITAL ASIA FUND CV
WORLD TRADE CTR TOWER H - 15TH FLAMSTERDAMNL1077 XVINVESTMENTSNLN/AC980469927
COMPOSITION CAPITAL ASIA II FEEDER CV
WORLD TRADE CTR TOWER H - 15TH FLAMSTERDAMNL1077 XVINVESTMENTSNLN/AC980563995
COMPOSITION CAPITAL EUROPE FUND CV
WORLD TRADE CTR TOWER H - 15TH FLAMSTERDAMNL1077 XVINVESTMENTSNLN/AC980459793
COMPOSITION CAPITAL EUROPE II FEEDER CV
WORLD TRADE CTR TOWER H - 15TH FLAMSTERDAMNL1077 XVINVESTMENTSNLN/AC980569903
COMPOSITION FEEDER GMBH
BORSENSTRASSE 2-4 60313FRANKFURT AM MAINGMINVESTMENTSGMN/AC
COMTEL ASSETS CORP
INVESTMENTSN/AC203239161433 E LAS CALINAS BLIRVINGTX75039DE
COMTEL ASSETS INC
INVESTMENTSN/AC203239269433 E LAS CALINAS BLIRVINGTX75039DE
COOPERATIE CC ASIA KOREA FEEDER UA
WORLD TRADE CTR TOWER H - 15TH FLAMSTERDAMNL1077 XVINVESTMENTSNLN/AC
CSH PROGRAM REIT INC
INVESTMENTSN/AC274280903975 F ST NW 9TH FLWASHINGTONDC20004DE
CSH TRS HOLDING LLC
INVESTMENTSN/AC274286092975 F ST NW 9TH FLWASHINGTONDC20004DE
DAIRY FARMS PARTNERSHIP
113 RUTHERFORD RD PUKEKOHE E POBPUKEKOHENZINVESTMENTSNZN/AC980594944
ECO CEBACO SOCIEDAD ANONIMA
CALLE 52 Y ELVIRA MENDEZ PO BOX 08PMINVESTMENTSPMN/AC
ECONOMIZA AGROPECUARIA LTDA
ESTADA GERAL CONDOMINIO BOA ESPERANS/N GRANDE DO RIBEIROPIAUIBRINVESTMENTSBRN/AC
ECUADOR TIMBER LP
PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC980492706
EGRET INVESTMENTS LTD
C/O MAPLES CALDER PO BOX 309 UGGEORGE TOWNGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC980650989
EL MARIA SA
VILLA FINTANA DEL CLUB TERRAZA 2 CMANAGUANUINVESTMENTSNUN/AC
EMBARCADERO CAPITAL INVESTORS II REIT INC
INVESTMENTSN/AC3715085031301 SHOREWAY RD STE 250BELMONTCA94002MD
EMERALD CATASTROPHE FUND LTD
STE 193 48 PAR-LA-VILLE RDHAMILTONBDHM 11INVESTMENTSBDN/AC
EMERGING COUNTRIES OPPORTUNITY FUND LTD
68 FORT ST PO BOX 705GTGRAND CAYMANCJKY1-1107INVESTMENTSCJN/AC
EMPRESA ECOLOGICA DEL ORINOCO SAS
CRA 9 NO 77 - 67 OFC 804BOGOTA D.CCOINVESTMENTSCON/AC
EMPRESAS VERDES ARGENTINA SA
CARLOS PELLEGRINI 1138 PISO 1CORRIENTESARW3400BATINVESTMENTSARN/AC
ENKI HOLDINGS CORP
WALKER HOUSE MARY ST PO BOX 908GGEORGE TOWNGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC980540586
ESTANCIA CELINA SA
SUIPACHA 1111 - PISO 18BUENOS AIRESARC1008AAWINVESTMENTSARN/AC
FLORESTAS DO SUL AGROFLORESTAL LTDA
RUA TAQUARY 335 DRISTALPORTO ALEGREBRCEP 90810INVESTMENTSBRN/AC980493906
FORESTAL BOSQUEPALM CIA LTDA
AVENIDA PATRIA FL 5 OFFICE 5QUITOECINVESTMENTSECN/AC
FORESTAL DEL RIO SA
SUIPACHA 1111 - PISO 18BUENOS AIRESARC1008AAWINVESTMENTSARN/AC
FORESTAL FORESVERGAL CIA LTDA
AVENIDA PATRIA FL 5 OFFICE 5QUITOECINVESTMENTSECN/AC
FRANCOLIN
PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104INVESTMENTSCJN/AC981006384
GALILEIA AGROINDUSTRIAL LTDA
AV PEDROSO DE MORAES 1201 2 ANDAPINHEIROSSAO PAULOBRINVESTMENTSBRN/AC
GATEWAY REAL ESTATE FUND III-TE LP
CRICKET SQUARE HUTCHINS DR PO BOGEORGE TOWNGRAND CAYMANCJKY1-1111INVESTMENTSCJN/AC
GAVEA INVESTMENT FUND II B LP
PO BOX 986 GARDENIA COURT STE 33CAMANA BAYGRAND CAYMANCJKY1-1103INVESTMENTSCJN/AC980537951
GBE DEVELOPMENT I LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE DEVELOPMENT II LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE DEVELOPMENT III LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE DEVELOPMENT IV LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE DEVELOPMENT V LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE DEVELOPMENT VI LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE FAZENDAS LTDA
AV DAS AMERICAS 700 BLOCO 5CIDADE DO RIO DE JANEIROBRCEP 22640INVESTMENTSBRN/AC
GBE HOLDINGS LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE INVESTMENTS LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROJETOS AGRICOLAS II LTDA
AV DAS AMERICAS 700 BLOCO 5CIDADE DO RIO DE JANEIROBRCEP 22640INVESTMENTSBRN/AC
GBE PROPERTIES I LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROPERTIES II LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROPERTIES III LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROPERTIES IV LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROPERTIES V LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROPERTIES VI LTD
PO BOX 309GT UGLAND HOUSE S CHURGEORGE TOWNGRAND CAYMANCJINVESTMENTSCJN/AC
GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS I LTDA
AV DAS AMERICAS 700 BLOCO 5CIDADE DO RIO DE JANEIROBRCEP 22640INVESTMENTSBRN/AC
GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS III LTDA
AV DAS AMERICAS 700 BLOCO 5CIDADE DO RIO DE JANEIROBRCEP 22640INVESTMENTSBRN/AC
GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS IV LTDA
AV DAS AMERICAS 700 BLOCO 5CIDADE DO RIO DE JANEIROBRCEP 22640INVESTMENTSBRN/AC
GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS V LTDA
AV DAS AMERICAS 700 BLOCO 5CIDADE DO RIO DE JANEIROBRCEP 22640INVESTMENTSBRN/AC
GERRITY ATLANTIC RETAIL PARTNERS INC
INVESTMENTSN/AC274802513977 LOMAS SANTA FE DR STE ASOLANA BEACHCA92075DE
GLOBAL MARITIME INVESTMENTS LTD
WALKER HOUSE 87 MARY STGEORGE TOWNGRAND CAYMANCJKY1-9002INVESTMENTSCJN/AC
GRANARY INVESTMENTS
IFS COURT 28 CYBERCITYCYBERCITYEBENEMPINVESTMENTSMPN/AC980607880
GUANARE AARL
JUNCAL 1327 FL 21MONTEVIDEOUY11000INVESTMENTSUYN/AC980641951
GUANARE SA
JUNCAL 1327 FL 21MONTEVIDEOUY11000INVESTMENTSUYN/AC
GULF ATLANTIC OPERATIONS LLC
INVESTMENTSN/AC202386722200 CLARENDON STBOSTONMA02116TX
HARVARD BUSINESS SCHOOL PUBLISHING EUROPE LTD
23 SICILIAN AVELONDONUKSALES SUPPORTUKN/AC
HARVARD BUSINESS SCHOOL PUBLISHING FRANCE
23 RUE DU ROULEPARISFRSALES SUPPORTFRN/AC
HARVARD BUSINESS SCHOOL PUBLISHING INDIA PRIVATE LTD
UNIT 423 GRAND HYATT MUMBAIMUMBAIINPUBLISHING SUPPORTINN/AC
HARVARD CENTER SHANGHAI CO LTD
5TH FL HSBC BLDG INTL FIN CTR NSHANGHAICH200120RESEARCH SUPPORTCHN/AC
HARVARD MANAGEMENT COMPANY ADVISOR LTD
21ST FL THE LANDMARK 15 QUEENSHKINVESTMENTSHKN/AC981069444
HARVARD MASTER TRUST
INVESTMENTSN/AT0426363881033 MASS AVECAMBRIDGEMA02138MA
HARVARD PRIVATE CAPITAL PROPERTIES II INC
INVESTMENTSN/AC043140558C/O HMC INC 600 ATLANTIC AVEBOSTONMA02210DE
HARVARD PRIVATE CAPITAL PROPERTIES III INC
INVESTMENTSN/AC760254935C/O HMC INC 600 ATLANTIC AVEBOSTONMA02110DE
HARVARD REAL ESTATE CV INC
REAL ESTATEN/AC6116279621033 MASS AVECAMBRIDGEMA02138MA
HARVARD UNIVERSITY PRESS OF NEW YORK
PUBLISHINGN/AC133784301C/O HU PRESS 79 GARDEN STCAMBRIDGEMA02138NY
HARVARD UNIVERSITY PRESS LTD
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LRP IV TAX EXEMPT (PF1) II LP
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CHARITABLE LEAD TRUSTS (53)
CHARITABLE TRUSTN/ATMA
CHARITABLE REMAINDER TRUSTS (730)
CHARITABLE TRUSTN/ATMA
POOLED INCOME FUNDS (4)
CHARITABLE TRUSTN/ATMA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierAS A TRUSTIdentifier
Return ReferenceSCHEDULE R, PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLEReturnReference
ExplanationIN ORDER TO PRESERVE DONOR PRIVACY, AND IN ACCORDANCE WITH THE 2011 IRS INSTRUCTIONS FOR SCHEDULE R, THE ORGANIZATION HAS REFRAINED FROM DISCLOSING THE DETAILS OF SPLIT INTEREST TRUSTS AND HAS INSTEAD REPORTED THE AGGREGATE NUMBER OF CHARITABLE REMAINDER TRUSTS, CHARITABLE LEAD TRUSTS AND POOLED INCOME FUNDS. THE TRUSTS LISTED ARE DOMICILED IN MASSACHUSETTS, NEW YORK, AND WASHINGTON, D.C.Explanation

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