2022-05-16T11:04:55-05:00 2021-06-30 990 2020-07-01 454535664 Harvard Global Research and Support Services Inc HARV 6174961889 114 Mt Auburn Street 5th Floor Cambridge MA 02138 JOSEPH H O REGAN VP for Operations and Clerk 2022-05-16 JOSEPH H O REGAN 999009999 2020 2022-09-23 18:48:47Z Meredith Weenick 114 MOUNT AUBURN STREET 7TH FLOOR CAMBRIDGE MA 02138 7593070 false X harvardglobal.org X 2012 MA CONDUCT, SUPPORT AND FACILITATE EDUCATIONAL AND RESEARCH ACTIVITIES FOR HARVARD UNIVERSITY. 3 0 5 0 0 0 72896 2216071 4426247 5349275 47902 27724 0 0 4547045 7593070 104840 191659 0 1436223 1757803 0 0 2976244 3691727 4517307 5641189 29738 1951881 2563910 4102783 714078 301946 1849832 3800837 THE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. SPECIFICALLY, THE CORPORATION HAS BEEN FORMED FOR THE BENEFIT OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE ("HARVARD UNIVERSITY") IN ORDER TO CONDUCT, SUPPORT AND FACILITATE EDUCATIONAL AND RESEARCH ACTIVITIES WITHIN AND OUTSIDE OF THE UNITED STATES, AND TO RECEIVE GRANTS FROM ORGANIZATIONS, INCLUDING GOVERNMENT AGENCIES LOCATED WITHIN AND OUTSIDE OF THE UNITED STATES. false false 5399107 191659 5349015 Harvard Global continued to operate by supporting research and education activities in India, Ireland, Israel, Italy, South Africa, Switzerland, Tanzania, Tunisia, and the United Kingdom. In addition, Harvard Global provided research services in the United States to support Harvard University's mission. 5399107 true true false false false false false false false true false false true true false false true false true true true false false false false false false true true false false false false false false false false false false false false false true true true false false true X 0 0 5 true false true IN IS SF TS AE UK false false false false false false false false false false X 3 0 true false false false true true true true false false false true true true true true true false true false MA X Joe O Regan VP for Operations and Clerk 6174961631 114 Mt Auburn Street 5th Floor Cambridge MA 02138 MEREDITH WEENICK PRES., TREAS., AND DIR. 0.5 64.5 X X 0 437787 46988 MARK ELLIOTT CHAIR AND DIRECTOR 5.0 61.5 X 0 336484 62929 RICHARD MCCULLOUGH DIRECTOR 5.0 61.5 X 0 467462 61196 JOSEPH H O'REGAN VP FOR OPERATIONS AND CLERK 60.0 3.0 X 0 171165 51252 ALINA PAYNE DIRECTOR OF ITALIAN STUDIES 60.0 0.0 X 446734 0 125372 CATHERINE E BREEN FORMER VP FOR SPONSORED RESEARCH 0.0 60.0 X 0 276334 38532 446734 1689232 386269 1 true true false PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 3RD FL CAMBRIDGE MA 02138 RESEARCH SERVICES 1810217 SUTHERLAND GLOBAL SERVICES 1160 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 ACCOUNTING SERVICES 205332 ERNST & YOUNG US LLP 200 PLAZA DRIVE SEACAUCUS NJ 07094 ACCOUNTING SERVICES 162289 3 2216071 2216071 INTERNATIONAL INFRASTRUCTURE SERVICES 900099 5345880 5345880 NON-FEDERAL CONTRACTS 900099 3395 3395 0 0 0 0 5349275 27724 27724 0 0 0 0 0 0 0 0 0 7593070 5349275 0 27724 X 41622 41622 150037 150037 1250197 1167328 82869 75446 75446 432160 398349 33811 121376 116145 5231 124253 123089 1164 402 402 2977937 2975282 2655 0 91154 81133 10021 12708 0 12708 150986 114353 36633 11169 11169 0 4076 4076 0 50200 39744 10456 FOREIGN CURRENCY ADJUSTMENT 41946 41946 FACILITIES & ADMIN FEE ON NON-FED SPON. OVERHEAD CHARGES 43985 43985 OTHER SERVICES PURCHASED 36697 32110 4587 EXPATRIATE SUPPORT 20338 20338 4500 4499 1 0 5641189 5399107 242082 0 1057632 2626918 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 32605 6113 30567 26492 0 0 0 0 1475711 1449373 2563910 4102783 504375 83025 0 0 0 100000 0 0 0 0 0 0 0 0 0 0 209703 118921 714078 301946 X 1847733 1630399 2099 2170438 0 0 0 0 0 0 1849832 3800837 2563910 4102783 X 1951881 -876 X false true X true false X X 1 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 042103580 2 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32605 6113 26492 26492 DUE TO/FROM HARVARD UNIVERSITY 806497 MISCELLANEOUS ACCOUNTS RECEIVABLE 520637 INTERNAL ADVANCES 122239 1449373 DEPOSITS AND OTHER LIABILITIES 118921 118921 true Europe (Including Iceland and Greenland) 0 11 Program Services RESEARCH AND EDUCATION 1478607 Middle East and North Africa 0 3 Program Services RESEARCH AND EDUCATION 745827 South Asia 0 14 Program Services RESEARCH AND EDUCATION 530214 Sub-Saharan Africa 0 7 Program Services RESEARCH AND EDUCATION 703126 South Asia Grantmaking 150037 0 35 0 0 0 35 3607811 0 3607811 South Asia SPONSORED RESEARCH SUB-AWARD 54954 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 33905 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 14482 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 11990 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 9829 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 9405 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 8418 EFT OR CHECK 7 0 false false false false true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds ALL DISBURSEMENTS MADE BY THIS INSTITUTION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY AUTHORIZED COMMITTEES OR INDIVIDUALS. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS ALL DISBURSEMENTS MADE BY THIS INSTITUTION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY AUTHORIZED COMMITTEES OR INDIVIDUALS. true GRANTS & AWARDS TO NON-HARVARD INDIV. 1 41622 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL DISBURSEMENTS MADE BY THIS INSTITUTION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY AUTHORIZED COMMITTEES OR INDIVIDUALS. X X X true true false false false false false false false false false MEREDITH WEENICK PRES., TREAS., AND DIR. 0 417820 0 0 0 19967 0 35865 0 11123 0 484775 0 0 MARK ELLIOTT CHAIR AND DIRECTOR 0 321556 0 0 0 14928 0 35865 0 27064 0 399413 0 0 RICHARD MCCULLOUGH DIRECTOR 0 446473 0 0 0 20989 0 34715 0 26481 0 528658 0 0 JOSEPH H O'REGAN VP FOR OPERATIONS AND CLERK 0 171053 0 0 0 112 0 20710 0 30542 0 222417 0 0 CATHERINE E BREEN FORMER VP FOR SPONSORED RESEARCH 0 256589 0 0 0 19745 0 35043 0 3489 0 314866 0 0 ALINA PAYNE DIRECTOR OF ITALIAN STUDIES 214385 0 0 0 232349 0 0 35865 89366 141 536100 36006 0 0 Schedule J, Part I, Line 3 COMPENSATION REVIEW PROCESS MEREDITH WEENICK, PRESIDENT OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. IS AN EMPLOYEE AND OFFICER OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE, A RELATED ORGANIZATION. SHE IS NOT COMPENSATED IN HER CAPACITY AS AN OFFICER OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. AS AN OFFICER OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE, SHE IS SUBJECT TO THE ANNUAL COMPENSATION REVIEW PROCESS DISCUSSED BELOW: HARVARD UNIVERSITY'S OFFICE OF HUMAN RESOURCES INITIATES AN ANNUAL REVIEW PROCESS TIMED SO THAT A FINAL REVIEW CAN BE CONDUCTED BY THE HARVARD CORPORATION DURING ITS APRIL/MAY MEETING. ALL INTERNAL REVIEWS AND NEW SALARY RECOMMENDATIONS ARE CONDUCTED IN ADVANCE OF THE CORPORATION MEETING, GENERALLY INCLUDING RECOMMENDATION FROM THE UNIVERSITY'S PRESIDENT REGARDING COMPENSATION OTHER THAN THE HER OWN. THE PROVOST AND THE EXECUTIVE VICE PRESIDENT ADDITIONALLY PROVIDE RECOMMENDATIONS ON THOSE INDIVIDUALS FOR WHOM THEY HAVE ORGANIZATIONAL RESPONSIBILITY, SUBJECT TO THE APPROVAL OF THE PRESIDENT. DURING THE MEETING, THE CORPORATION, WHICH IN FULL SERVES AS THE COMPENSATION COMMITTEE, REVIEWS EACH OF THE PRESIDENT'S PROPOSALS FOR FINAL APPROVAL. ALL VOTES ARE MEMORIALIZED IN MINUTES AND PRESERVED, TOGETHER WITH ALL BACKGROUND DATA AND MATERIALS PROVIDED BY THE OFFICE OF HUMAN RESOURCES. THIS ANNUAL REVIEW PROCESS INCLUDES THE COMPILATION OF APPROPRIATE COMPARABILITY COMPENSATION DATA FOR EACH POSITION INCLUDED IN THE REVIEW. FOR THIS PURPOSE, THE PRINCIPAL SOURCE OF SUCH DATA IS AN ANNUAL REPORT PROVIDED BY AN OUTSIDE CONSULTANT. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments ALINA PAYNE RECEIVED GROSS UP PAYMENTS FOR FEDERAL, STATE AND MEDICARE TAX AS A RESULT OF A TAX EQUALIZATION AGREEMENT BETWEEN HARVARD GLOBAL AND THE EMPLOYEE WHO IS A US EXPATRIATE WORKING OVERSEAS IN ITALY. Schedule J, Part I, Line 1a Housing allowance or residence for personal use ALINA PAYNE WAS PROVIDED A RESIDENCE FOR PERSONAL USE. THIS AMOUNT IS INCLUDED IN THE EMPLOYEE'S TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B (iii) AS OTHER REPORTABLE COMPENSATION. HARVARD GLOBAL FOLLOWS WRITTEN GUIDELINES ON HOUSING ALLOWANCES, WHICH ARE OFFERED ON A LIMITED BASIS TO SENIOR FACULTY AND SENIOR ADMINISTRATORS. Schedule J, Part I, Line 1a Personal services ALINA PAYNE WAS PROVIDED WITH TAX PREPARATION SERVICES. THIS AMOUNT IS INCLUDED IN THE EMPLOYEE'S TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B (iii) AS OTHER REPORTABLE COMPENSATION. Form 990, Part V, Line 2a NUMBER OF EMPLOYEES HARVARD GLOBAL REPORTED 5 EMPLOYEES ON FORM W-3 FOR THE CALENDAR YEAR 2020. THERE WERE AN ADDITIONAL 39 INDIVIDUALS WHO WORKED INTERNATIONALLY THAT WERE NOT REPORTED ON THE FORM W-3 BUT WERE CONSIDERED EMPLOYEES OF HARVARD GLOBAL. Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. HAS ADOPTED HARVARD UNIVERSITY'S POLICIES AND PROCEDURES, INCLUDING A WRITTEN WHISTLEBLOWER POLICY AND A DOCUMENTATION RETENTION AND DESTRUCTION POLICY. Form 990, Part VI, Line 15a PRESIDENT'S COMPENSATION MEREDITH WEENICK IS NOT COMPENSATED IN HER CAPACITY AS AN OFFICER OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. MEREDITH WEENICK IS EMPLOYED AND COMPENSATED BY HARVARD UNIVERSITY, A RELATED ORGANIZATION. HARVARD UNIVERSITY HAS COMPENSATION POLICIES AND PROCEDURES FOR ITS EMPLOYEES. Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS MEREDITH WEENICK IS AN OFFICER OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE, A RELATED ORGANIZATION. THE OTHER OFFICERS AND DIRECTORS OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. ARE EMPLOYEES OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE. Form 990, Part VI, Line 6 Classes of members or stockholders HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. HAS ONE MEMBER, WHO IS THE INDIVIDUAL SERVING AS THE PROVOST OF HARVARD UNIVERSITY, A RELATED ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. IS AN AFFILIATE OF HARVARD UNIVERSITY. THE MEMBER OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. APPOINTS ITS DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MEMBER HAS THE AUTHORITY TO AMEND HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC'S ARTICLES AND TO APPOINT DIRECTORS. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body NO COMMITTEES HAVE BEEN ESTABLISHED TO ACT ON BEHALF OF HARVARD RESEARCH AND SUPPORT SERVICES, INC.'S GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS REVIEWED BY HARVARD UNIVERSITY FINANCIAL ADMINISTRATORS AND EXTERNAL FINANCIAL ADVISORS. A FINAL COPY OF THE FORM 990 WAS PROVIDED TO HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC.'S GOVERNING BOARD BEFORE IT WAS FILED. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, THE COMPANY DISTRIBUTES A POLICY ON CONFLICTS OF INTEREST FOR ALL DIRECTORS AND OFFICERS AND ASKS THEM TO CONFIRM COMPLIANCE. THE COMPLETED FORMS ARE REVIEWED BY COUNSEL. DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ARISING AT ANY TIME, FOR REVIEW BY THE DISINTERESTED DIRECTORS. Form 990, Part VI, Line 15b Process to establish compensation of other employees EACH HARVARD GLOBAL EMPLOYEE'S COMPENSATION IS DETERMINED BY HARVARD UNIVERSITY, IN ACCORDANCE WITH HARVARD UNIVERSITY'S STANDARD COMPENSATION PROCEDURES. WITHIN HARVARD UNIVERSITY, EACH UNIT HAS SLIGHTLY DIFFERENT PROCEDURES, DESCRIBED BELOW. HARVARD UNIVERSITY'S OFFICE OF THE VICE PRESIDENT FOR CAMPUS SERVICES ("CAMPUS SERVICES"), DETERMINED THE COMPENSATION FOR THE VICE PRESIDENT FOR OPERATIONS. CAMPUS SERVICES HAS A CONSISTENT PROCESS FOR GRADING AND SLOTTING SALARY FOR EACH POSITION. THE PROCESS INCLUDES A REVIEW BY THE COMPENSATION OFFICE FOR CORRECT GRADING AND SALARY BASED ON COMPARABILITY DATA. THE CAMPUS SERVICES CONTROLLER AND HARVARD UNIVERSITY'S EXECUTIVE VICE PRESIDENT MUST APPROVE ALL HIRING REQUISITIONS. MERIT INCREASES ARE AVAILABLE ANNUALLY FOR GOOD PERFORMANCE. THESE INCREASES ARE REVIEWED AND APPROVED BY THE COMPENSATION OFFICE. Form 990, Part VI, Line 19 Required documents available to the public HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC.'S FINANCIAL STATEMENTS ARE INCORPORATED IN HARVARD UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS, WHICH ARE AVAILABLE ON HARVARD UNIVERSITY'S WEBSITE. HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC.'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC.'S ARTICLES OF INCORPORATION ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a, Column (B) AVERAGE HOURS PER WEEK HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. DOES NOT TRACK HOURS WORKED BY THE DIRECTORS OR OFFICERS. THE AVERAGE HOURS WORKED REPORTED ON PART VII, COLUMN (B) ARE ESTIMATES, WITH 60 HOURS PER WEEK AS AN APPROXIMATION FOR FULL-TIME EMPLOYMENT. THE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS REPRESENTS AN ESTIMATE OF TIME THE INDIVIDUAL SPENDS IN HIS OR HER CAPACITY AS AN EMPLOYEE AND AS AN EMPLOYEE OR MEMBER OF THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATIONS. Form 990, Part IX, Line 11g Other Fees CLIENT CONTRACT SERVICES - Total Expense: 2403054, Program Service Expense: 2403054, Management and General Expenses: 0, Fundraising Expenses: 0; PROFESSIONAL SERVICES - Total Expense: 574883, Program Service Expense: 572228, Management and General Expenses: 2655, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Other Change in Net Assets - -876; Form 990, Part XII, Line 2b CONSOLIDATED FINANCIAL STATEMENTS HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. IS INCLUDED IN HARVARD UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS, HARVARD UNIVERSITY'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. 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