2012-03-02T15:31:16-06:00 2011-06-30 PKF PC 300 CROWN COLONY DRIVE SUITE 400 QUINCY MA 02169 990 2010-07-01 046112005 HARVARD CLUB OF BOSTON FOUNDATION HARV 6175361260 374 COMMONWEALTH AVENUE BOSTON MA 02215 MICHAEL F CRONIN 6175361260 2012-03-02 1 ROBERT V DANDROW 6174220007 2012-02-14 2010 2016-02-24 21:20:13Z NICHOLAS J ISELIN 374 COMMONWEALTH AVENUE BOSTON MA 02215 653980 0 X N/A X 1950 MA THE FOUNDATION'S MOST SIGNIFICANT ACTIVITIES CONSIST OF GRANTING SCHOLARSHIPS AND FELLOWSHIPS TO VARIOUS HARVARD UNIVERSITY COLLEGES, PROVIDING HORBLIT CONCERT STIPENDS TO HARVARD UNIVERSITY STUDENTS AND AWARDING HARVARD PRIZE BOOKS TO OUTSTANDING HIGH SCHOOL STUDENTS AND TEACHERS. 18 18 0 18 0 0 129928 127388 0 0 455827 390088 0 0 585755 517476 631822 746646 0 0 0 0 0 0 0 203931 198248 835753 944894 -249998 -427418 8321513 9505703 2133648 2459417 6187865 7046286 X TO FOSTER SCIENTIFIC, LITERARY AND EDUCATIONAL INTERESTS AMONG MEMBERS OF THE HARVARD CLUB OF BOSTON AND TO ADVANCE THE INTERESTS AND PROMOTE THE WELFARE OF HARVARD UNIVERSITY. 0 0 733800 733800 SCHOLARSHIPS AND FELLOWSHIPS TO VARIOUS HARVARD UNIVERSITY COLLEGES AS FOLLOWS: HARVARD UNIVERSITY FOR UNDERGRADUATE SCHOLARSHIPS $648,000; PHILLIPS BROOKS HOUSE ASSOCIATION FELLOWSHIPS $37,800; HARVARD GRADUATE SCHOOL OF EDUCATION SCHOLARSHIPS $24,000; AND HARVARD DIVINITY SCHOOL FELLOWSHIPS $24,000. 25455 9296 PRIZE BOOKS WERE AWARDED TO HIGH SCHOOL STUDENTS IN RECOGNITION OF ADVANCED SCHOLASTIC ACHIEVEMENT. THE AWARDS ARE DISTRIBUTED AT A RECOGNITION BANQUET. 13815 0 STUDENT RECEPTIONS HONORING SCHOLARSHIP RECIPIENTS 10511 3550 CONCERTS BY MUSICIANS ENROLLED AT HARVARD UNIVERSITY 10511 3550 783581 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MICHAEL JENKINS CONTROLLER 6175361260 374 COMMONWEALTH AVE BOSTON MA 02215 X NICHOLAS J ISELIN 1.00 X X 0 0 0 JOSEPH FX DONOVAN JR 1.00 X X 0 0 0 JEREMIAH P MURPHY JR 1.00 X X 0 0 0 MICHAEL CRONIN 1.00 X X 0 0 0 MICHAEL H SHANAHAN 1.00 X X 0 0 0 SCOTT ABELL 1.00 X 0 0 0 STEPHEN H ALLISON 1.00 X 0 0 0 J JACQUES CARTER 1.00 X 0 0 0 MITCHELL L DONG 1.00 X 0 0 0 KAREN F GREEN 1.00 X 0 0 0 MATTHEW G HEGARTY 1.00 X 0 0 0 RUBY HENRY 1.00 X 0 0 0 MARIA KARAGIANIS 1.00 X 0 0 0 JONATHAN D LONDON 1.00 X 0 0 0 KEVIN M MCCAFFERTY 1.00 X 0 0 0 ESSENCE R MCGILL ARZU 1.00 X 0 0 0 EDWARD MATSON SIBBLE JR 1.00 X 0 0 0 JOHN SIMS JR 1.00 X 0 0 0 MARGARET M VAILLANCOURT 1.00 X 0 0 0 KAREN VAN WINKLE 1.00 X 0 0 0 0 0 0 0 0 0 0 HARVARD UNIVERSITY POOLED ENDOWMENT 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 INVESTMENT FEES 119312 1 127388 127388 49787 49787 476805 136504 340301 340301 340301 517476 0 0 390088 733800 733800 12846 12846 13150 13150 119312 119312 7860 7860 38176 36935 1241 ADMINISTRATIVE 19680 19680 FILING FEES 70 70 944894 783581 161313 0 37605 33932 32528 19293 8251380 9452478 8321513 9505703 20932 8195 2112716 2451222 2133648 2459417 X 2823977 3525519 3055245 3211624 308643 309143 6187865 7046286 8321513 9505703 X -427418 1285839 X X 0 1 1 X 0 X 120753 148646 133658 129928 127388 660373 120753 148646 133658 129928 127388 660373 660373 222569 78067 13971 32797 49787 397191 1057564 0.62440 0.57280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6187865 127388 1556615 746646 36935 42001 7046286 6079253 129928 685867 631822 33218 42143 6187865 10041665 178658 -3162084 910582 33939 34465 6079253 0.95610 0.04390 1 0 0 HARVARD UNIV. POOLED GEN. INVESTMENT ACCT 9452478 F 9452478 517476 944894 -427418 1285839 1285839 858421 1684003 1285839 1285839 398164 119312 119312 517476 825582 0 825582 119312 119312 944894 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE FOR FUTURE FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS FOR DESERVING STUDENTS OF HARVARD UNIVERSITY AND TO PROVIDE FOR FUTURE FUNDING OF HARVARD PRIZE BOOK AWARDS FOR OUTSTANDING HIGH SCHOOL STUDENTS AND TEACHERS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INCOME TAXES TOPIC OF THE FASB ASC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE FOUNDATION HAS EVALUATED ITS UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. 1 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE THIRD FLOOR CAMBRIDGE MA 02138 042103580 501(C)(3) 309494 PROVIDE UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND FELLOWSHIPS TO DESERVING STUDENTS 1 0 HARVARD PRIZE BOOKS 314 9296 FMV PRIZE BOOK AWARDS CONCERT STIPEND 16 3550 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION GRANTS FUNDS TO HARVARD UNIVERSITY TO PROVIDE FOR THE EDUCATIONAL NEEDS OF DESERVING HARVARD STUDENTS. THE FOUNDATION RECEIVES A YEARLY LIST OF RECIPIENTS, WHICH INCLUDE THEIR NAME, BIOGRAPHY AND GRANT AMOUNTS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWED AND APPROVED THE FORM 990 AND RECOMMENDED ACCEPTANCE BY THE FOUNDATION'S TRUSTEE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED AND SIGNED BY EACH DIRECTOR AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15: NONE COMPENSATED FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE ATTACHED TO THE MA FORM PC FILED WITH THE ATTORNEY GENERAL'S OFFICE. THIS FORM IS OPEN TO PUBLIC INSPECTION. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,285,839. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HARVARD CLUB OF BOSTON 374 COMMONWEALTH AVENUE BOSTON MA 02215 041423320 ATHLETIC, SOCIAL AND INTELLECTUAL ACTIVITIES CLUB MA 501(C)(7) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 HARVARD CLUB OF BOSTON (AMOUNTS RAISED AND REMITTED TO FOUNDATION) L 110988 FMV HARVARD CLUB OF BOSTON M 35437 FMV HARVARD CLUB OF BOSTON N 19680 FMV HARVARD CLUB OF BOSTON O 1260 FMV