2026-05-14T12:50:16+00:00 2025-06-30 990 2024-07-01 042103580 President and Fellows of Harvard College PRES 6174957792 1033 MASSACHUSETTS AVE CAMBRIDGE MA 02138 AMANDA MCDONNELL UNIV. CONTROLLER,HARVARD UNIVERSITY 6174957792 2026-05-14 2024 2025-03-06 01:10:19Z ALAN M GARBER MASSACHUSETTS HALL CAMBRIDGE MA 02138 24009300043 false X WWW.HARVARD.EDU X 1650 MA UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION AND RESEARCH ACROSS A BROAD ARRAY OF ACADEMIC DOMAINS. 13 11 39590 10000 33998990 0 1691854430 1852353540 2395270319 2481651841 3405121472 3881325578 162232411 107904974 7654478632 8323235933 953713268 1089639465 0 0 3140903937 3328506059 729494 376299 247229735 2741877918 2824868562 6837224617 7243390385 817254015 1079845548 74371580000 79935301000 12112676000 13396427000 62258904000 66538874000 UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION AND RESEARCH ACROSS A BROAD ARRAY OF ACADEMIC DOMAINS. false false 5280926650 882242109 2385280432 EDUCATION AND OTHER INSTITUTIONAL ACTIVITIES: HARVARD UNIVERSITY (THE "UNIVERSITY") IS A PRIVATE, NOT-FOR-PROFIT INSTITUTION OF HIGHER EDUCATION WITH APPROXIMATELY 6,980 UNDERGRADUATE AND 13,986 GRADUATE STUDENTS. THE UNIVERSITY INCLUDES THE FACULTY OF ARTS AND SCIENCES (HARVARD COLLEGE), THE JOHN A. PAULSON SCHOOL OF ENGINEERING AND APPLIED SCIENCES, THE DIVISION OF CONTINUING EDUCATION, TEN GRADUATE AND PROFESSIONAL SCHOOLS, THE RADCLIFFE INSTITUTE FOR ADVANCED STUDY, A VARIETY OF RESEARCH MUSEUMS AND INSTITUTES, AND AN EXTENSIVE LIBRARY SYSTEM TO SUPPORT THE TEACHING AND RESEARCH ACTIVITIES OF THE HARVARD COMMUNITY. 918506321 207397356 96371409 SPONSORED RESEARCH ACTIVITIES: THE RANGE OF RESEARCH ACTIVITIES AT HARVARD IS BROAD AND DEEP. HARVARD SCHOLARS CONDUCT RESEARCH IN ALMOST EVERY FIELD, AND SEEK TO EXPAND HUMAN KNOWLEDGE THROUGH ANALYSIS, INNOVATION, AND INSIGHT. AS REPORTED ON PART VIII, RESEARCH IS SUPPORTED BY FEDERAL GRANTS (LINE 1E), NON-FEDERAL SPONSORED GRANTS (LINE 1F) AND NON-FEDERAL SPONSORED CONTRACTS (LINE 2B). THE UNIVERSITY'S PRINCIPAL SOURCE OF FEDERAL SPONSORED FUNDS IS THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE UNIVERSITY ALSO HAS MANY NON-FEDERAL SOURCES OF SPONSORED AWARDS, GRANTS, AND CONTRACTS, INCLUDING RESEARCH INSTITUTES, FOUNDATIONS, STATE AND LOCAL GOVERNMENTS, FOREIGN GOVERNMENTS, AND CORPORATIONS. SPONSORED GRANTS AND CONTRACTS NORMALLY PROVIDE FOR THE RECOVERY OF DIRECT AND INDIRECT COSTS. 6199432971 true true false true false true false true true true true true false false true false false true true true true true true true true false false true true true true false false false false false true false false true false true true false false true true true true true false true X 44469 0 true 39590 true true true true HK HU IN AR EI IS IT JE LU AS MP MX MG MO NL NZ NU NI PM PE PL SN SF SP TZ TH TS TU BE UK UY BD BR CA CJ CI CH FR GR false false false true true true 5 false false false false false false true true X 13 11 false false false false false false true true true false false false true true true true true true true true true true CA IL MA X OFFICE OF THE CONTROLLER 6174957792 1350 MASSACHUSETTS AVE STE 801 CAMBRIDGE MA 02138 ALAN M GARBER SEE SCHEDULE O 60.0 3.0 X X 1391448 0 251390 TIMOTHY R BARAKETT FELLOW/TREASURER 5.0 2.0 X X 0 0 0 BIDDY MARTIN FELLOW 5.0 1.0 X 0 0 0 DIANA L NELSON FELLOW 5.0 1.0 X 0 0 0 JOSEPH Y BAE FELLOW AS OF 07/01/24 5.0 1.0 X 0 0 0 KAREN GORDON MILLS FELLOW; SENIOR FELLOW AT HBS 17.0 2.0 X 116213 0 24412 KENNETH FRAZIER FELLOW 5.0 1.0 X 0 0 0 KENNETH I CHENAULT FELLOW 5.0 1.0 X 0 0 0 MARIANO-FLORENTINO CUELLAR FELLOW 5.0 1.0 X 0 0 0 PENNY S PRITZKER SENIOR FELLOW 9.0 1.0 X 0 0 0 SHIRLEY M TILGHMAN FELLOW 5.0 1.0 X 0 0 0 THEODORE V WELLS JR FELLOW 5.0 1.0 X 0 0 0 TRACY PALANDJIAN FELLOW 5.0 2.0 X 0 0 0 BRIAN LEE V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT UNTIL 04/16/25 60.0 0 X 919239 0 76884 JAMES HUSSON V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT AS OF 04/01/25 60.0 0 X 0 0 0 JENNIFER O'CONNOR V.P. AND GENERAL COUNSEL AS OF 07/29/24 60.0 0 X 489340 0 47364 JOHN MANNING SEE SCHEDULE O 60.0 0 X 985882 0 76097 KLARA JELINKOVA V.P. AND CHIEF INFORMATION OFFICER 60.0 6.0 X 548296 0 74139 MANUEL CUEVAS-TRISAN V.P. FOR HUMAN RESOURCES 60.0 0 X 535527 0 81004 MARC L GOODHEART SEE SCHEDULE O 60.0 1.0 X 577048 0 83800 MARGARET NEWELL V.P. AND DEPUTY TO THE PRESIDENT 60.0 0 X 636263 0 57177 MARTHA WHITEHEAD V.P. FOR THE HARVARD LIBRARY 60.0 0 X 445887 0 69165 MEREDITH WEENICK EXECUTIVE VICE PRESIDENT 60.0 4.5 X 825207 0 57623 PAUL ANDREW V.P. FOR PUBLIC AFFAIRS AND COMMUNICATIONS 60.0 0 X 610446 0 80444 RITU KALRA V.P. FOR FINANCE AND C.F.O. 60.0 2.0 X 646696 0 74375 SEAN CARON V.P. FOR CAMPUS SERVICES 60.0 3.5 X 490170 0 75695 SUZANNE GLASSBURN V.P. AND SECRETARY OF THE UNIVERSITY AS OF 06/01/25 60.0 1.0 X 0 0 0 GEORGE Q DALEY DEAN, FACULTY OF MEDICINE 60.0 6.0 X 1009890 0 43968 HOPI HOEKSTRA DEAN, FACULTY OF ARTS & SCIENCES 60.0 0 X 691601 0 270960 SRIKANT M DATAR DEAN, FACULTY OF BUSINESS 60.0 0.5 X 911062 0 202965 CLAUDINE GAY SEE SCHEDULE O 60.0 0.0 X 1397749 0 150802 DAVID J MALAN FACULTY 60.0 0 X 1228579 0 56732 KATHLEEN L MCGINN FACULTY 60.0 0 X 1884004 0 52545 NANCY F KOEHN FACULTY 48.0 12.0 X 1928263 4500 57067 ROBIN J ELY FACULTY 48.0 12.0 X 1904006 31500 55539 DIANE LOPEZ SEE SCHEDULE O 60.0 0 X 540529 0 47791 LAWRENCE S BACOW SEE SCHEDULE O 60.0 0.0 X 708928 0 57580 NITIN NOHRIA SEE SCHEDULE O 60.0 0 X 580639 0 71813 22002912 36000 2197331 7844 true true false SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVE SUITE 200 BOSTON MA 021182436 CONSTRUCTION CONTRACTOR 193275761 YOH SERVICES INC 1500 SPRING GARDEN STREET PHILADELPHIA PA 19130 EMPLOYMENT SERVICES 68153659 WALSH BROTHERS INC 210 COMMERCIAL STREET SUITE 417 BOSTON MA 02109 CONSTRUCTION CONTRACTOR 50956773 SECURITAS SECURITY SERVICES 342 BROADWAY CAMBRIDGE MA 021391843 SECURITY SERVICES 41609288 RESTAURANT ASSOCIATES INC 117 WESTERN AVE BOSTON MA 02163 DINING SERVICES 38145707 773 3245631 263006 600186053 1248658850 117686534 1852353540 STUDENT TUITION, ROOM & BOARD 900099 2023618568 2023618568 NON-FEDERAL CONTRACTS 900099 96371409 96371409 AUXILIARY HEALTH SERVICES 621400 83065817 83065817 PUBLICATIONS 511130 30997732 30997732 STUDENT/EMPLOYEE SERVICES 611710 36098939 5906014 30192925 211499376 130412741 27878862 53207773 2481651841 418141438 214114 417927324 84011836 84011836 64331052 40285177 24045875 0 24045875 24045875 19101558039 7221977 15639001882 6593994 3462556157 627983 3463184140 3463184140 30320 263006 183057 -152737 -152737 0 0 0 0 0 8323235933 2281400450 33998990 4155482953 271694729 271694729 774518878 774518878 43425858 43425858 0 0 14083802 857562 11470135 1756105 1844459 1844459 0 0 2598229631 2303871813 176928860 117428958 199542848 176936302 13588056 9018490 350244824 310564997 23850247 15829580 164560495 145917159 11205900 7437436 48516013 46066191 1518307 931515 126617412 3978949 122597673 40790 2544004 475470 2068534 0 586674 406159 180515 0 376299 376299 130527372 0 130527372 0 453366262 385975482 61864672 5526108 58253857 54920768 1768080 1565009 227158642 215779772 6779175 4599695 159673290 134221273 20247688 5204329 3255801 3207284 17040 31477 397143057 334490537 44370466 18282054 98841453 91934784 1625458 5281211 85113049 65765134 6270555 13077360 259955583 235938941 12577726 11438916 430333979 385879798 23978682 20475499 24339586 9055940 15283646 0 TAXES AND FEES 130325643 29586134 99480846 1258663 PAYMENTS TO ANNUITANTS 67977373 67977373 0 0 BOOKS/PUBLICATIONS 53319277 52845040 211822 262415 PUBLISHING 19157416 15974808 815735 2366873 47862819 35321377 7500489 5040953 7243390385 6199432971 796727679 247229735 16480000 23107000 40144000 145145000 2418933000 2406093000 206119000 217939000 2742000 3150000 0 0 421487000 443900000 5602000 5159000 389563000 434923000 16287711000 7083830000 8598902000 9203881000 33249257000 35478166000 26835536000 29507773000 0 2186815000 2066065000 74371580000 79935301000 546150000 615430000 573908000 569546000 2562370000 2953855000 0 0 4571710000 5339593000 3858538000 3918003000 12112676000 13396427000 16079184000 17197838000 46179720000 49341036000 62258904000 66538874000 74371580000 79935301000 X 1079845548 3042331368 157793084 X false true true true true X 1877529760 2281389881 1872364529 1691854430 1852353540 9575492140 0 0 1877529760 2281389881 1872364529 1691854430 1852353540 9575492140 263318293 9312173847 396476556 587199263 565774759 532363335 566270212 2648084125 189527 1134892 4067163 5693016 3509568 14594166 96897119 122994948 139263123 153945929 166313778 679414897 12917585328 10160932016 0.72089 0.7402 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - PROGRAM SERVICE REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512-514, COLUMN A - 96897119.0, COLUMN B - XXX-XX-XXXX.0, COLUMN C - XXX-XX-XXXX.0, COLUMN D - XXX-XX-XXXX.0, COLUMN E - XXX-XX-XXXX.0, COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - NET INCOME OR (LOSS) FROM FUNDRAISING EVENTS, COLUMN A - 0.0, COLUMN B - -579.0, COLUMN C - -161350.0, COLUMN D - -139292.0, COLUMN E - -152737.0, COLUMN F - -453958.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 200 false true 586474 true 350399 false 937073 false Schedule C, Part I-A POLITICAL CAMPAIGN ACTIVITIES THE UNIVERSITY DOES NOT ENGAGE IN DIRECT OR INDIRECT POLITICAL CAMPAIGN ACTIVITIES ON BEHALF OF OR IN OPPOSITION TO CANDIDATES FOR PUBLIC OFFICE. THEREFORE, THE UNIVERSITY DOES NOT INCUR ANY EXCISE TAX IMPOSED UNDER SECTION 4955 REPORTABLE ON IRS FORM 4720, RETURN OF CERTAIN EXCISE TAXES UNDER CHAPTERS 41 AND 42 OF THE INTERNAL REVENUE CODE. Schedule C, Part II-B LOBBYING ACTIVITY THE UNIVERSITY ENGAGED IN LOBBYING ACTIVITIES BUT DID NOT MAKE A SECTION 501(H) LOBBYING EXPENDITURE ELECTION BY FILING FORM 5768. THE UNIVERSITY HAS ENGAGED IN DIRECT INTERACTION WITH LEGISLATORS AND STAFF BY TELEPHONE, EMAIL, DIRECT MAIL AND IN PERSON. LOBBYING DISCLOSURES FOR FORM 990 JULY 1, 2024 THROUGH JUNE 30, 2025: ISSUES LOBBIED AT THE FEDERAL LEVEL INCLUDE: - ISSUES REGARDING TAX EXEMPT STATUS, INCLUDING COLLEGE AND UNIVERSITY ENDOWMENTS, TAXES ON UNRELATED BUSINESS INCOME, NET INVESTMENT INCOME, AND EXECUTIVE COMPENSATION, STATE AND COMMUNITY PROPOSALS, AND POLICIES RELATED TO CHARITABLE GIVING AND TAX INCENTIVES. - ISSUES REGARDING TAX ADMINISTRATION, EMPLOYEE BENEFITS, AND HEALTH CARE REFORM - ISSUES RELATED TO HEALTH CARE, AND PUBLIC HEALTH - BUDGET AND APPROPRIATIONS FOR STUDENT FINANCIAL AID, EDUCATION, AND RESEARCH AT NIH, NSF, DOD, DOE, NASA, EPA, ED, NEH, AND HHS - IMMIGRATION LEGISLATION AND VISA POLICIES - EDUCATION AND STUDENT AID ISSUES, SPECIFICALLY PELL GRANTS AND FEDERAL LOANS, CONSUMER AND PUBLIC DISCLOSURES, STEM EDUCATION, COLLEGE COST, ACCOUNTABILITY, GRADUATE EDUCATION, INTERNATIONAL EDUCATION, FREE SPEECH ISSUES, CAMPUS SAFETY, PUBLIC SERVICE, AND VETERANS AND MILITARY EDUCATION - LEGISLATION CONCERNING MUSEUMS, LIBRARIES, THE ARTS AND THE HUMANITIES - LEGISLATION CONCERNING US INNOVATION AND COMPETITIVENESS, INCLUDING RESEARCH SECURITY, AUTHORIZATIONS FOR VARIOUS SCIENCE AGENCIES, INCLUDING NIH, OSTP, NSF, NASA, DOD, ENERGY'S OFFICE OF SCIENCE, NIST, AND OTHER AGENCIES ISSUES LOBBIED FOR THE COMMONWEALTH OF MASSACHUSETTS INCLUDE: - LEGISLATION AND ISSUES CONCERNING INNOVATION AND ECONOMIC DEVELOPMENT - LEGISLATION RELATED TO TAX POLICY REGARDING NONPROFITS - ISSUES AND LEGISLATION RELATED TO ACCESS TO HIGHER EDUCATION AND FINANCIAL AID - ISSUES RELATED TO ENERGY, ENVIRONMENT, AND RESILIENCY - ISSUES RELATED TO TRANSPORTATION INFRASTRUCTURE Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 45 5286926 33521453 218617667 true true X X X X false true 0 27616416 27616416 0 false 51756372000 384604000 5665103000 394378000 1720242000 332631000 55358828000 49327673000 396193000 4353992000 361773000 1645523000 314190000 51756372000 49425810000 431655000 1298941000 345682000 1182415000 300636000 49327673000 51619868000 770348000 -914067000 322730000 1459422000 268187000 49425810000 40674723000 427462000 12445078000 286382000 1400197000 240816000 51619868000 0.257 0.217 0.526 true true true 900685000 900685000 12438719000 5935103000 6503616000 247909000 247909000 1500537000 1148727000 351810000 1199861000 1199861000 9203881000 Closely-held equity interests Financial derivatives PRIVATE EQUITIES 26071177000 F REAL ASSETS 3436596000 F 29507773000 Federal Income Taxes SECURITIES LENDING/ OTHER INVESTMENT LIABILITIES 1234736000 DEPOSITS AND OTHER LIABILITIES 1198750000 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 900070000 OPERATING LEASE LIABILITIES 398348000 ACCRUED RETIREMENT OBLIGATIONS 148974000 DUE TO CONSOLIDATED ORGANIZATIONS 18747000 GOVERNMENT LOAN ADVANCES 18378000 3918003000 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part III, Line 1a Collections of art - financial statement footnote THE UNIVERSITY'S VAST ARRAY OF MUSEUMS AND LIBRARIES CONTAINS 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. Schedule D, Part III, Line 4 Collections of art - description of collections HARVARD ART MUSEUMS: THE HARVARD ART MUSEUMS ARE THREE MUSEUMS (FOGG MUSEUM, BUSCH-REISINGER MUSEUM, ARTHUR M. SACKLER MUSEUM) AND FOUR RESEARCH CENTERS (STRAUS CENTER FOR CONSERVATION AND TECHNICAL STUDIES, CENTER FOR THE TECHNICAL STUDY OF MODERN ART, HARVARD ART MUSEUM ARCHIVES, ARCHAEOLOGICAL EXPLORATION OF SARDIS, TURKEY). THE MUSEUMS' COLLECTION CONSISTS OF MORE THAN 250,000 OBJECTS IN ALL MEDIA, RANGING IN DATE FROM ANTIQUITY TO THE PRESENT WITH WORLDWIDE ORIGINS. THE COLLECTION IS AN IMPORTANT RESOURCE FOR THE HARVARD UNIVERSITY COMMUNITY, AS WELL AS TO A BROADER AUDIENCE OF STUDENTS, SCHOLARS, AND THE GENERAL PUBLIC. IT IS USED TO ADVANCE THE KNOWLEDGE AND APPRECIATION OF ART AND ART MUSEUMS THROUGH PROGRAMS INVOLVING RESEARCH, TEACHING, PROFESSIONAL TRAINING, AND PUBLIC EDUCATION. ARNOLD ARBORETUM: THE ARNOLD ARBORETUM OF HARVARD UNIVERSITY IS THE OLDEST PUBLIC ARBORETUM IN NORTH AMERICA AND ONE OF THE WORLD'S LEADING CENTERS FOR THE STUDY OF PLANTS. ADMINISTERED BY THE OFFICE OF THE PROVOST OF HARVARD UNIVERSITY AND A LINK IN BOSTON'S EMERALD NECKLACE OF PARKS, THE ARNOLD ARBORETUM IS A UNIQUE BLEND OF RESPECTED RESEARCH INSTITUTION AND BELOVED PUBLIC LANDSCAPE. WE PROVIDE AND SUPPORT WORLD-CLASS RESEARCH, HORTICULTURE, AND EDUCATION PROGRAMS THAT FOSTER THE UNDERSTANDING, APPRECIATION, AND PRESERVATION OF TREES. COLLECTION OF HISTORICAL SCIENTIFIC INSTRUMENTS: HARVARD UNIVERSITY HAS BEEN ACQUIRING SCIENTIFIC INSTRUMENTS ON A CONTINUOUS BASIS FOR TEACHING AND RESEARCH SINCE 1672. THE COLLECTION OF HISTORICAL SCIENTIFIC INSTRUMENTS, WHICH WAS ESTABLISHED IN 1948 TO PRESERVE THIS APPARATUS AS A RESOURCE FOR TEACHING AND RESEARCH IN THE HISTORY OF SCIENCE AND TECHNOLOGY, HAS BECOME ONE OF THE THREE LARGEST UNIVERSITY COLLECTIONS OF ITS KIND IN THE WORLD. IT CONTAINS OVER 20,000 OBJECTS DATING FROM ABOUT 1400 TO THE PRESENT. A BROAD RANGE OF SCIENTIFIC DISCIPLINES ARE REPRESENTED, INCLUDING ASTRONOMY, NAVIGATION, HOROLOGY, SURVEYING, GEOLOGY, CALCULATING, PHYSICS, BIOLOGY, MEDICINE, PSYCHOLOGY, ELECTRICITY, AND COMMUNICATION. SIGNIFICANT INSTRUMENTS, MADE OBSOLETE BY NEW TECHNOLOGIES, CONTINUE TO BE INCORPORATED. MANY OF THE DOCUMENTS DETAILING THE PURCHASE AND USE OF THE INSTRUMENTS HAVE BEEN PRESERVED, AND ARE AVAILABLE FOR RESEARCH IN THE COLLECTION'S ADJUNCT LIBRARY. MUSEUM OF COMPARATIVE ZOOLOGY (WITHIN THE MUSEUM OF NATURAL HISTORY): THE MUSEUM OF COMPARATIVE ZOOLOGY (THE MCZ) WAS FOUNDED IN 1859 ON THE CONCEPT THAT COLLECTIONS ARE AN INTEGRAL AND FUNDAMENTAL COMPONENT OF ZOOLOGICAL RESEARCH AND TEACHING. THIS 150-YEAR-OLD COMMITMENT REMAINS A STRONG AND PROUD TRADITION FOR THE MCZ. THE PRESENT-DAY MCZ CONTAINS OVER 21 MILLION SPECIMENS IN TEN RESEARCH COLLECTIONS WHICH COMPRISE ONE OF THE WORLD'S RICHEST AND MOST VARIED RESOURCES FOR STUDYING THE DIVERSITY OF LIFE. THE MUSEUM SERVES AS THE PRIMARY REPOSITORY FOR ZOOLOGICAL SPECIMENS COLLECTED BY PAST AND PRESENT HARVARD FACULTY-CURATORS, STAFF AND ASSOCIATES CONDUCTING RESEARCH AROUND THE WORLD. AS A PREMIER UNIVERSITY MUSEUM AND RESEARCH INSTITUTION, THE SPECIMENS AND THEIR RELATED DATA ARE AVAILABLE TO RESEARCHERS OF THE SCIENTIFIC AND MUSEUM COMMUNITY. USE OF THE COLLECTIONS IN STUDENT RESEARCH IS ALSO ENCOURAGED. FISHER MUSEUM HARVARD FOREST: THE FISHER MUSEUM'S MAIN EXHIBIT DISPLAYS TWENTY-THREE INTERNATIONALLY ACCLAIMED MODELS (DIORAMAS) PORTRAYING THE HISTORY, CONSERVATION AND MANAGEMENT OF CENTRAL NEW ENGLAND FORESTS. OTHER EXHIBITS AT THE MUSEUM REPRESENT THE RANGE OF HARVARD FOREST'S RESEARCH. HARVARD UNIVERSITY HERBARIA (WITHIN MUSEUM OF NATURAL HISTORY): THE HARVARD UNIVERSITY HERBARIA ARE AMONG SOME SEVERAL THOUSAND COLLECTIONS OF PRESSED, DRIED PLANT SPECIMENS WORLDWIDE THAT ARE USED BY RESEARCHERS TO FURTHER OUR UNDERSTANDING OF THE PLANT WORLD. SOME OF THE EARLIEST HERBARIA WERE FOUNDED IN EUROPE IN THE EARLY 1600'S, DURING THE DAYS OF EXPLORATION, WHEN KNOWLEDGE OF THE EARTH'S FLORA WAS GROWING AT SUCH A RAPID PACE THAT BOTANICAL GARDENS COULD NO LONGER MAINTAIN LIVING EXAMPLES OF EVERY KNOWN SPECIES. WHILE HERBARIUM COLLECTIONS OF ALL SIZES EXIST TODAY, THERE ARE FEWER THAN 75 HERBARIA WORLDWIDE WITH MORE THAN ONE MILLION SPECIMENS. HERBARIUM COLLECTIONS HAVE BEEN BUILT BY THE EFFORTS OF NUMEROUS BOTANISTS AND PLANT COLLECTORS WHO SEARCHED FROM REMOTE AND ISOLATED JUNGLES TO INNER CITY WASTE LOTS AND RAILROAD TRACKS TO DOCUMENT THE DIVERSITY AND DISTRIBUTION OF THE EARTH'S FLORA. REPRESENTATIVES OF MOST KNOWN SPECIES OF PLANTS CAN BE FOUND IN HERBARIA TODAY, CAREFULLY MOUNTED ON SHEETS OF ARCHIVAL QUALITY PAPER, LABELED WITH IMPORTANT INFORMATION ABOUT THEM, AND STORED ON SHELVES IN CABINETS. IN ESSENCE, A HERBARIUM IS ANALOGOUS TO A LIBRARY OF CAREFULLY PRESERVED PLANTS WHERE THE SPECIMENS THEMSELVES AND THE LABELS ASSOCIATED WITH THEM PROVIDE A WEALTH OF INFORMATION ONCE THEY HAVE BEEN "READ STUDIED BY SCIENTISTS. THE SPECIMENS ARE THE KEY TO UNDERSTANDING PLANT RELATIONSHIPS, GEOGRAPHIC DISTRIBUTIONS, ECONOMIC USEFULNESS, EVEN THEIR MOLECULAR MAKEUP. AS WE LOSE NATURAL HABITATS THE WORLD OVER, HERBARIA INCREASINGLY SERVE AS A RECORD OF THE RECENT HISTORY OF PLANT LIFE, AND AS A REPOSITORY OF PRECIOUS GENETIC INFORMATION. HERBARIA HOLD THE TOOLS FOR OUR UNDERSTANDING OF THE PLANT WORLD. MINERALOGICAL AND GEOLOGICAL MUSEUM (WITHIN MUSEUM OF NATURAL HISTORY): THE HARVARD MINERAL COLLECTION RANKS AMONG THE WORLD'S FINEST DUE TO ITS VERY BROAD REPRESENTATION, WEALTH OF RARE SPECIES; LARGE NUMBER OF SPECIMENS DESCRIBED IN THE SCIENTIFIC LITERATURE; AND THE QUALITY OF ITS DISPLAY SPECIMENS. A RICH SYSTEMATIC MINERAL COLLECTION AND DISPLAYS OF GEMSTONES ARE THE PRINCIPAL EXHIBITS IN THE MINERAL GALLERY. THE MUSEUM IS COMMITTED TO THE DEVELOPMENT AND PRESERVATION OF WORLD-CLASS COLLECTIONS OF MINERALS, GEMS, ROCKS, ORES, AND METEORITES FOR RESEARCH, EDUCATION, AND PUBLIC DISPLAY. ITS EARLIEST COLLECTIONS DATE BACK TO THE LATE 18TH CENTURY. THE MUSEUM CATERS TO THE HARVARD STUDENTS AND FACULTY AS WELL AS THE GEOLOGICAL COMMUNITY AT LARGE BY SERVING AS A UNIQUELY RICH RESOURCE OF MATERIALS AND INFORMATION. PEABODY MUSEUM OF ARCHAEOLOGY AND ETHNOLOGY: THE PEABODY MUSEUM OF ARCHAEOLOGY AND ETHNOLOGY IS STEWARD TO ONE OF THE OLDEST AND LARGEST COLLECTIONS OF CULTURAL OBJECTS IN THE WESTERN HEMISPHERE. SINCE THE LATE NINETEENTH CENTURY, THE MUSEUM HAS PLAYED AN ACTIVE PART IN THE HISTORY OF AMERICAN ANTHROPOLOGY AND IN THE EVOLVING RELATIONSHIP BETWEEN MUSEUMS AND NATIVE PEOPLES. THE PEABODY STRIVES TO MAKE COLLECTIONS WIDELY ACCESSIBLE AND ENGAGE ISSUES OF CONCERN TO DIVERSE AUDIENCES. TODAY, THE PEABODY HOUSES MORE THAN SIX MILLION INDIVIDUAL OBJECTS, 500,000 PHOTOGRAPHIC IMAGES, AND SUBSTANTIAL ARCHIVAL RECORDS. STRONGEST IN THE CULTURES OF NORTH, CENTRAL, AND SOUTH AMERICA, AND THE PACIFIC ISLANDS, THE PEABODY IS ALSO CARETAKER TO IMPORTANT COLLECTIONS FROM AFRICA, EUROPE, AND ASIA. COLLECTION TYPES INCLUDE ARCHAEOLOGY; ETHNOGRAPHY; OSTEOLOGY; AND PAINTING, DRAWING, AND PRINTS. HARVARD MUSEUM OF THE ANCIENT NEAR EAST (FORMERLY THE SEMITIC MUSEUM): HARVARD MUSEUM OF THE ANCIENT NEAR EAST IS HOME TO THE UNIVERSITY'S COLLECTIONS OF NEAR EASTERN ARCHAEOLOGICAL ARTIFACTS. THESE ARTIFACTS COMPRISE OVER 40,000 ITEMS, INCLUDING POTTERY, CYLINDER SEALS, SCULPTURE, COINS AND CUNEIFORM TABLETS. MANY ARE FROM MUSEUM-SPONSORED EXCAVATIONS IN ISRAEL, JORDAN, IRAQ, EGYPT, CYPRUS, AND TUNISIA. THE MUSEUM IS DEDICATED TO THE USE OF THESE COLLECTIONS FOR THE TEACHING, RESEARCH, AND PUBLICATION OF NEAR EASTERN ARCHAEOLOGY, HISTORY, AND CULTURE. WARREN ANATOMICAL MUSEUM: THE WARREN ANATOMICAL MUSEUM'S PRESENT COLLECTION CONTAINS APPROXIMATELY 15,000 ARTIFACTS AND CASES INCLUDING: ANATOMICAL AND PATHOLOGICAL PREPARATIONS; VARIOUS WAX, PAPER MACHE, AND DRY PREPARATION ANATOMICAL MODELS; PHOTOGRAPHS, PRINTS, PAINTINGS, AND DRAWINGS; MEDICAL INSTRUMENTS AND MACHINES; AND OTHER MEDICAL MEMORABILIA. ALONG WITH THE WELL-KNOWN SKULL OF PHINEAS GAGE, THE MUSEUM HOLDS MANY OTHER RARE AND INTERESTING ITEMS. AMONG THESE ARE THE PHRENOLOGICAL COLLECTION OF JOHANN GASPAR SPURZHEIM, THE BOSTON SOCIETY FOR MEDICAL IMPROVEMENT COLLECTION, AND A W. T. G. MORTON-TYPE ETHER INHALER. THE MUSEUM PROMOTES THE COLLECTION FOR THE PURPOSES OF MEDICAL EDUCATION IN ALL FORMS WHENEVER POSSIBLE, BY EXPANDING ITS SCOPE TO PROVIDE PUBLIC PROGRAMMING AND EDUCATIONAL RESOURCES TO THE LARGER COMMUNITY. CARPENTER CENTER FOR THE VISUAL ARTS: CARPENTER CENTER FOR THE VISUAL ARTS IS DEDICATED TO THE SYNTHESIS OF ART, DESIGN, AND EDUCATION THROUGH THE EXHIBITION OF EXISTING WORKS AND PRODUCTION OF NEW COMMISSIONS. IT STRIVES TO BRING PEOPLE, IDEAS, AND OBJECTS TOGETHER IN GENERATIVE WAYS THAT PROVIDE UNPARALLELED EXPERIENCES WITH CONTEMPORARY ART, ULTIMATELY ENRICHING THE CREATIVE AND INTELLECTUAL LIVES OF THEIR AUDIENCES. Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement AGENCY FUNDS REPRESENT AWARDS UNDER WHICH HARVARD SERVES AS AN INTERMEDIARY AGENT BETWEEN THE SPONSOR (USUALLY FEDERAL) AND THE ULTIMATE THIRD PARTY RECIPIENT. THE TRANSFER OF THE ASSETS TO HARVARD IS NOT A CONTRIBUTION RECEIVED BY HARVARD AND THE TRANSFER OF ASSETS TO THE RECIPIENT IS NOT A CONTRIBUTION MADE BY HARVARD. HARVARD DRAWS DOWN ON ITS FEDERAL LINES OF CREDIT MONTHLY TO COVER THOSE COSTS INCURRED ON FEDERAL AWARDS. THEREFORE, THERE IS NO BEGINNING OR ENDING BALANCE FOR THESE AGENCY FUNDS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE PRIMARY GOAL OF THE ENDOWMENT IS TO SUPPORT THE UNIVERSITY'S TEACHING AND RESEARCH MISSION. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE ORGANIZATION MEETS THE CRITERIA ESTABLISHED IN SECTION 4.0 REVENUE PROCEDURE 75-50. THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND WORLDWIDE AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. IT SATISFIES THE PUBLICITY REQUIREMENT BY INCLUDING A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT ALSO REFERENCES ITS RACIALLY NONDISCRIMINATORY POLICY IN OTHER WRITTEN ADVERTISING THAT IT USES AS A MEANS OF INFORMING PROSPECTIVE STUDENTS OF ITS PROGRAMS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THIS ORGANIZATION RECEIVES FUNDS FOR RESEARCH AND ADMINISTERS FEDERAL AID PROGRAMS TO STUDENTS ENROLLED IN POST-SECONDARY EDUCATION. true Central America and the Caribbean Fundraising 6403 Central America and the Caribbean Grantmaking 198640 Central America and the Caribbean 0 0 Program Services EDUCATION & RESEARCH 258986 East Asia and the Pacific Fundraising 402551 East Asia and the Pacific Grantmaking 3457008 East Asia and the Pacific Investments 283893581 East Asia and the Pacific 2 4 Program Services EDUCATION & RESEARCH 10139089 Europe (Including Iceland and Greenland) Fundraising 718392 Europe (Including Iceland and Greenland) Grantmaking 18447287 Europe (Including Iceland and Greenland) Investments 386645996 Europe (Including Iceland and Greenland) 1 77 Program Services EDUCATION & RESEARCH 35590471 Middle East and North Africa Fundraising 75328 Middle East and North Africa Grantmaking 1214683 Middle East and North Africa 0 5 Program Services EDUCATION & RESEARCH 3163895 North America (Canada & Mexico only) Fundraising 34608 North America (Canada & Mexico only) Grantmaking 2269348 North America (Canada & Mexico only) 0 2 Program Services EDUCATION & RESEARCH 4263782 Russia and Neighboring States Grantmaking 297507 Russia and Neighboring States 0 0 Program Services EDUCATION & RESEARCH 329016 South America Fundraising 45460 South America Grantmaking 2341201 South America 0 0 Program Services EDUCATION & RESEARCH 2261399 South Asia Fundraising 172709 South Asia Grantmaking 2307996 South Asia 0 14 Program Services EDUCATION & RESEARCH 4094536 Sub-Saharan Africa Fundraising 11487 Sub-Saharan Africa Grantmaking 12486400 Sub-Saharan Africa 0 11 Program Services EDUCATION & RESEARCH 9888276 3 86 0 27 3 113 746516266 38499769 785016035 Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 3925579 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 1493991 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 1010330 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 919933 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 848309 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 821946 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 759241 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 741968 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 740195 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 616535 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 613029 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 595772 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 552764 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 523004 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 458093 EFT OR CHECK East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 391824 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 366879 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 358765 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 342917 EFT OR CHECK East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 325877 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 319791 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 317245 EFT OR CHECK Sub-Saharan Africa NON-SPONSORED AWARD 315848 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 310387 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 295423 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 254502 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 241932 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 238445 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 231503 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 227754 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 220057 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 213860 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 187941 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 186282 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 174499 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 168366 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 167392 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 167277 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 149328 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 149100 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 148488 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 144998 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 140335 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 139218 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 135592 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 134470 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 131632 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 128828 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 127573 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 125476 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 121473 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 118778 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 113425 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 111301 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 105681 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 103674 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 103426 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 100150 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 100000 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 100000 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 99050 EFT OR CHECK East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 92589 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 92517 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 88032 EFT OR CHECK Europe (Including Iceland and Greenland) NON-SPONSORED AWARD 84966 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 80806 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 79537 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 77033 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 74053 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 70375 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 67781 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 66365 EFT OR CHECK South Asia SPONSORED RESEARCH SUB-AWARD 64490 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 63750 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 62895 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 58378 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 57661 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 57498 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 54256 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 50660 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 50450 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 50087 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 48954 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 48600 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 47042 EFT OR CHECK East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 46394 EFT OR CHECK Russia and Neighboring States SPONSORED RESEARCH SUB-AWARD 45527 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 45101 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 41383 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 39666 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 39306 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 39207 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 38774 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 38400 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 34993 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 34489 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 32504 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 32164 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 29678 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 28589 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 26115 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 23960 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 22421 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 21732 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 20488 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 15960 EFT OR CHECK East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 15752 EFT OR CHECK Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 14535 EFT OR CHECK Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 14209 EFT OR CHECK East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 13269 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 10172 EFT OR CHECK North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 10000 EFT OR CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 7980 EFT OR CHECK South America SPONSORED RESEARCH SUB-AWARD 5457 EFT OR CHECK 97 17 Graduate Student Stipend Grants Central America and the Caribbean 3 9450 EFT OR CHECK Graduate Student Stipend Grants East Asia and the Pacific 138 884551 EFT OR CHECK Graduate Student Stipend Grants Europe (Including Iceland and Greenland) 76 667617 EFT OR CHECK Graduate Student Stipend Grants Middle East and North Africa 5 16532 EFT OR CHECK Graduate Student Stipend Grants North America (Canada & Mexico only) 14 152586 EFT OR CHECK Graduate Student Stipend Grants Russia and Neighboring States 10 49230 EFT OR CHECK Graduate Student Stipend Grants South America 30 115017 EFT OR CHECK Graduate Student Stipend Grants South Asia 42 216983 EFT OR CHECK Graduate Student Stipend Grants Sub-Saharan Africa 36 135547 EFT OR CHECK Grants and Awards to Non-Harvard Students Central America and the Caribbean 3 94787 EFT OR CHECK Grants and Awards to Non-Harvard Students East Asia and the Pacific 34 646428 EFT OR CHECK Grants and Awards to Non-Harvard Students Europe (Including Iceland and Greenland) 121 4046841 EFT OR CHECK Grants and Awards to Non-Harvard Students Middle East and North Africa 22 354390 EFT OR CHECK Grants and Awards to Non-Harvard Students North America (Canada & Mexico only) 19 384163 EFT OR CHECK Grants and Awards to Non-Harvard Students Russia and Neighboring States 6 80350 EFT OR CHECK Grants and Awards to Non-Harvard Students South America 22 234019 EFT OR CHECK Grants and Awards to Non-Harvard Students South Asia 14 190546 EFT OR CHECK Grants and Awards to Non-Harvard Students Sub-Saharan Africa 42 1019802 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards Central America and the Caribbean 2 27750 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards East Asia and the Pacific 82 422660 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards Europe (Including Iceland and Greenland) 87 642486 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards Middle East and North Africa 11 54300 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards North America (Canada & Mexico only) 9 21975 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards Russia and Neighboring States 15 46835 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards South America 7 38010 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards South Asia 11 49480 EFT OR CHECK Other Undergraduate Grants, Prizes, and Awards Sub-Saharan Africa 17 89520 EFT OR CHECK Stipends for Post-Doctoral Students and Fellows East Asia and the Pacific 1 9000 EFT OR CHECK Stipends for Post-Doctoral Students and Fellows Europe (Including Iceland and Greenland) 61 2041073 EFT OR CHECK Stipends for Post-Doctoral Students and Fellows South Asia 1 30000 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans Central America and the Caribbean 2 33236 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans East Asia and the Pacific 10 186217 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans Europe (Including Iceland and Greenland) 30 520868 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans Middle East and North Africa 1 24382 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans North America (Canada & Mexico only) 14 176608 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans South America 10 41468 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans South Asia 38 133703 EFT OR CHECK Student loan Repayment Programs and Forgiven Loans Sub-Saharan Africa 9 61966 EFT OR CHECK Student Prizes and Awards Central America and the Caribbean 8 33417 EFT OR CHECK Student Prizes and Awards East Asia and the Pacific 108 422447 EFT OR CHECK Student Prizes and Awards Europe (Including Iceland and Greenland) 318 1253737 EFT OR CHECK Student Prizes and Awards Middle East and North Africa 28 142786 EFT OR CHECK Student Prizes and Awards North America (Canada & Mexico only) 69 188278 EFT OR CHECK Student Prizes and Awards Russia and Neighboring States 13 75565 EFT OR CHECK Student Prizes and Awards South America 67 443987 EFT OR CHECK Student Prizes and Awards South Asia 68 337844 EFT OR CHECK Student Prizes and Awards Sub-Saharan Africa 111 701048 EFT OR CHECK Training Grant Europe (Including Iceland and Greenland) 2 8154 EFT OR CHECK Training Grant Middle East and North Africa 1 8795 EFT OR CHECK true true true true 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 DULY AUTHORIZED COMMITTEES OR INDIVIDUALS. ALL SCHOLARSHIPS AND STUDENT LOANS ARE REVIEWED AND APPROVED BY HARVARD'S FINANCIAL AID OFFICES. IN ADDITION, HARVARD UNIVERSITY IS RESPONSIBLE FOR THE PROGRAMMATIC AND FINANCIAL MONITORING OF ITS SPONSORED RESEARCH AWARD SUBRECIPIENTS. PRINCIPAL INVESTIGATORS AND PROJECT STAFF PERFORM ONGOING REVIEWS OF PROJECT ACTIVITIES. IN ADDITION, ON AN ANNUAL BASIS, UNIVERSITY RESEARCH ADMINISTRATORS REVIEW ALL ACTIVE SUBCONTRACTS AND INQUIRE FURTHER INTO THOSE THAT ARE DEEMED TO REQUIRE CLOSER SCRUTINY IN LIGHT OF A VARIETY OF ATTRIBUTES. UPON IDENTIFICATION OF SUBRECIPIENTS THAT MANDATE CLOSER SCRUTINY, HARVARD IMPLEMENTS ADDITIONAL MONITORING ACTIONS TO ENSURE COMPLIANCE WITH SUBAGREEMENT PERFORMANCE, FINANCIAL TERMS AND CONDITIONS, AND WITH ALL APPLICABLE FEDERAL RULES AND REGULATIONS. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual X X X X X X X true BCG CONNECT CREATIVE DIRECT MARKETING 755 MIDDLESEX TURNPIKE BILLERICA MA 01821 DIRECT MAIL FUNDRAISING false 363027 163048 199979 THINK DESIGN DISRUPT 25 NEILLIAN CRESCENT JAMAICA PLAIN MA 02130 FUNDRAISING CONSULTING false 0 22000 -22000 STARRS ALIGNED 151 WEBSTER STREET WEST NEWTON MA 02465 FUNDRAISING CONSULTING false 0 12051 -12051 ELPIS ASSOCIATES C/O HEMENWAY BARNES LLP 75 STATE ST REET BOSTON MA 02109 FUNDRAISING CONSULTING false 1425994 4200 1421794 1789021 201299 1587722 MA NY AUTUMN DINNER 272500 246510 25990 36063 136515 FRIENDS OF ARBORETUM EVENT 7720 3390 4330 6124 2500 1 13106 13106 0 1855 293326 263006 30320 42187 140870 183057 -152737 Schedule G, Part I, Line 2b(iv) GROSS RECEIPTS FROM ACTIVITY THE FUNDRAISING EFFORT IS A LONG TERM EFFORT OFTEN SPANNING YEARS AND DECADES TO BRING IN ONE GIFT. THE TOTAL LISTED HERE IS FOR CASH RECEIVED IN FY25, BUT THE DONOR(S) MAY HAVE MADE THE ORIGINAL PLEDGE(S) IN PRIOR YEARS. THE PROFESSIONAL FUNDRAISING SERVICES DETAILED IN LINE 2B, ACTIVITIES 2 AND 3 ARE FOR CONSULTATION AND COMMUNICATIONS FOR GENERAL FUNDRAISING ACTIVITIES. THE SERVICES ARE NOT PROVIDED FOR A SPECIFIC EVENT OR ACTIVITY IN WHICH THERE IS A DIRECT CONNECTION BETWEEN THE FUNDRAISING ACTIVITY AND THE DONATIONS RECEIVED. true MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 022412621 041564655 IRC 501(C)(3) 27369309 RSRCH & NON-SPONS. AWARD BRIGHAM AND WOMEN'S HOSPITAL INC 60 FENWOOD ROAD BOSTON MA 02115 042312909 IRC 501(C)(3) 24690047 RSRCH & NON-SPONS. AWARD FRONTIER SCI TECH FDN PO BOX 983027 BOSTON MA 022983027 161056814 IRC 501(C)(3) 18744422 RESEARCH SUB-AWARD DANA FARBER CANCER INST 450 BROOKLINE AVE BOSTON MA 022155450 042263040 IRC 501(C)(3) 18560703 DAF DISTR. & RSRCH AWARD CHILDREN'S HOSPITAL CORPORATION PO BOX 414413 BOSTON MA 022414413 042774441 IRC 501(C)(3) 12177708 RSRCH & NON-SPONS. AWARD CHILDRENS HOSPITAL PEDIATRIC ASSOC 20 OVERLAND STREET BOSTON MA 022153336 431987409 IRC 501(C)(3) 7466068 NON-SPONSORED AWARD ASSOC PHYS HARV MED PHYS AT BIDMC 375 LONGWOOD AVE BOSTON MA 021155395 320058309 IRC 501(C)(3) 6846179 NON-SPONSORED AWARD BIFROST BIOSYSTEMS INC 1310 9TH STREET BERKELEY CA 947101503 873412421 6470731 RESEARCH SUB-AWARD GREATER KANSAS CITY COMMUNITY FDN PO BOX 505661 ST LOUIS MO 631505661 431152398 IRC 501(C)(3) 6151618 DAF DISTRIBUTION BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 042103881 IRC 501(C)(3) 5375245 RSRCH & NON-SPONS. AWARD MASSACHUSETTS EYE AND EAR INFIRMARY 243 CHARLES STREET BOSTON MA 021143096 042103591 IRC 501(C)(3) 5179529 RSRCH & NON-SPONS. AWARD ALLEN INSTITUTE 615 WESTLAKE AVE N SEATTLE WA 981094307 912155317 IRC 501(C)(3) 5168359 SPONSORED RESEARCH SUB-AWARD MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CASHIERS OFFICE NE49 3182B CAMBRIDGE MA 02139 042103594 IRC 501(C)(3) 4945529 SPONSORED RESEARCH SUB-AWARD & NON-SPONSORED AWARD PRINCETON UNIVERSITY 1 WASHINGTON ROAD PRINCETON NJ 085442002 210634501 IRC 501(C)(3) 4816975 SPONSORED RESEARCH SUB-AWARD THE BROAD INSTITUTE 320 CHARLES STREET CAMBRIDGE MA 02141 263428781 IRC 501(C)(3) 4461420 SPONSORED RESEARCH SUB-AWARD & NON-SPONSORED AWARD BLASTID 135 MORRISSEY BLVD BOSTON MA 021253310 934324226 3688122 SPONSORED RESEARCH SUB-AWARD BAYLOR COLLEGE OF MEDICINE 1100 BATES AVENUE HOUSTON TX 770302600 741613878 IRC 501(C)(3) 3002679 SPONSORED RESEARCH SUB-AWARD STANFORD UNIVERSITY 655 KNIGHT WAY STANFORD CA 943047216 941156365 IRC 501(C)(3) 2945926 SPONSORED RESEARCH SUB-AWARD NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 021155005 041679980 IRC 501(C)(3) 2835505 CHARITABLE CONTRIBUTION & SPONSORED RESEARCH SUB-AWARD BOSTON REDEVELOPMENT AUTHORITY 43 HAWKINS STREET BOSTON MA 02114 GOVERNMENTAL UNIT 2810696 CHARITABLE CONTRIBUTION UNIVERSITY OF SOUTHERN CALIFORNIA 3616 TROUSDALE PKWY LOS ANGELES CA 900890073 951642394 IRC 501(C)(3) 2446470 SPONSORED RESEARCH SUB-AWARD UNIVERSITY OF MASSACHUSETTS 230 STOCKBRIDGE ROAD AMHERST MA 010039316 043167352 IRC 115 2225005 SPONSORED RESEARCH SUB-AWARD UNIVERSITY OF PITTSBURGH 200 LOTHROP STREET PITTSBURGH PA 152132536 250965591 IRC 501(C)(3) 2156151 SPONSORED RESEARCH SUB-AWARD REGENTS OF THE UNIVERSITY OF COLORADO 1775 AURORA CT AURORA CO 800452536 846000555 IRC 115 1814762 SPONSORED RESEARCH SUB-AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN DIEGO 9500 GILMAN DR LA JOLLA CA 920930934 956006144 IRC 115 1693874 SPONSORED RESEARCH SUB-AWARD TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 022151390 042103547 IRC 501(C)(3) 1663753 SPONSORED RESEARCH SUB-AWARD CHILDRENS 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UNIT 10000 CHARITABLE CONTRIBUTION CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 046012492 IRC 501(C)(3) 10000 CHARITABLE CONTRIBUTION GREENHILL SCHOOL 4141 SPRING VALLEY ROAD ADDISON TX 750013615 751022742 IRC 501(C)(3) 10000 DAF DISTRIBUTION NAACP PO BOX 380660 CAMBRIDGE MA 022387122 131084135 IRC 501(C)(3) 10000 CHARITABLE CONTRIBUTION PARISH EPISCOPAL SCHOOL 4101 SIGMA ROAD DALLAS TX 752444439 751390485 IRC 501(C)(3) 10000 DAF DISTRIBUTION RHODE ISLAND SCHOOL OF DESIGN 20 WASHINGTON PLACE DIVISION OF INSTITUTIONAL ADV PROVIDENCE RI 029031358 050258956 IRC 501(C)(3) 10000 DAF DISTRIBUTION SS COSMAS AND DAMIAN SOCIETY 17 PORTER STREET CAMBRIDGE MA 02141 043583603 IRC 501(C)(3) 10000 CHARITABLE CONTRIBUTION WEST END HOUSE CAMP INC 1133 CHOCORUA ROAD UNIT 13 TAMWORTH NH 038865025 042113272 IRC 501(C)(3) 10000 CHARITABLE CONTRIBUTION GREATER BOSTON CHAMBER OF COMMERCE 265 FRANKLIN ST 12TH FLOOR BOSTON MA 021103113 041103090 IRC 501(C)(6) 9650 CHARITABLE CONTRIBUTION COMMUNITY OVERCOMING RELATIONSHIP ABUSE 2211 PALM AVENUE SAN MATEO CA 94403 942481188 IRC 501(C)(3) 9000 DAF DISTRIBUTION H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL PO BOX 742801 ATLANTA GA 303742801 592451713 IRC 501(C)(3) 8581 SPONSORED RESEARCH SUB-AWARD ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC 178 TREMONT ST BOSTON MA 021111006 042304133 IRC 501(C)(3) 8500 CHARITABLE CONTRIBUTION TIDES CENTER PO BOX 889385 LOS ANGELES CA 900889385 943213100 IRC 501(C)(3) 8333 SPONSORED RESEARCH SUB-AWARD DEPRESSION AND BIPOLAR SUPPORT ALLIANCE 55 E JACKSON BLVD CHICAGO IL 606044110 363379124 IRC 501(C)(3) 8330 SPONSORED RESEARCH SUB-AWARD OLD DOMINION UNIVERSITY RESEARCH FOUNDATION PO BOX 6369 NORFOLK VA 235080369 546068198 IRC 501(C)(3) 8100 SPONSORED RESEARCH SUB-AWARD BOSTON STRING ACADEMY PO BOX 171035 BOSTON MA 021171265 461423890 IRC 501(C)(3) 7500 CHARITABLE CONTRIBUTION CHARLES RIVER CONSERVANCY 43 THORNDIKE STREET S3-3 CAMBRIDGE MA 021411764 043503656 IRC 501(C)(3) 7500 CHARITABLE CONTRIBUTION IMPACT MOVEMENT PO BOX 162709 ATLANTA GA 303212709 810596936 IRC 501(C)(3) 7500 CHARITABLE CONTRIBUTION MISSION HILL MAIN STREETS INC 1542 TREMONT STREET BOSTON MA 021202929 043400164 IRC 501(C)(3) 7500 CHARITABLE CONTRIBUTION THE OCS PROJECT LLC 2104 CLEARFIELD SPRINGS CT PEARLAND TX 775812286 852217782 7500 SPONSORED RESEARCH SUB-AWARD NEW AMERICA FOUNDATION 740 15TH STREET NW WASHINGTON DC 200051013 522096845 IRC 501(C)(3) 7382 SPONSORED RESEARCH SUB-AWARD GRAPEVINE RELIEF AND COMMUNITY EXCHANGE PO BOX 412 GRAPEVINE TX 760990412 752195702 IRC 501(C)(3) 7200 DAF DISTRIBUTION TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2929 WALNUT STREET FMC TOWER PHILADELPHIA PA 191046360 231352685 IRC 501(C)(3) 7200 DAF DISTRIBUTION BOSTON PUBLIC SCHOOLS 1216 DORCHESTER AVENUE DORCHESTER MA 021251504 046001380 GOVERNMENTAL UNIT 7189 CHARITABLE CONTRIBUTION BLACK RELIGIOUS SCHOLARS GROUP INC 4117 HILLSBORO PIKE NASHVILLE TN 372152728 263580403 IRC 501(C)(3) 7000 CHARITABLE CONTRIBUTION CAMBRIDGE JAZZ FOUNDATION INC 372 BROADWAY 1 CAMBRIDGE MA 021391717 471480093 IRC 501(C)(3) 7000 CHARITABLE CONTRIBUTION GEORGE FOX UNIVERSITY 414 N MERIDIAN STREET NEWBERG OR 971322697 930386839 IRC 501(C)(3) 6930 SPONSORED RESEARCH SUB-AWARD METROPORT MEALS ON WHEELS PO BOX 204 ROANOKE TX 762620204 752298847 IRC 501(C)(3) 6652 DAF DISTRIBUTION BOSTON MINSTREL COMPANY CHARITABLE TRUST 102 LITCHFIELD STREET BRIGHTON MA 02135 046922870 IRC 501(C)(3) 6500 CHARITABLE CONTRIBUTION MASSACHUSETTS NONPROFIT NETWORK TWO ATLANTIC AVENUE FIRST FLOOR BOSTON MA 021103976 260169529 IRC 501(C)(3) 6000 CHARITABLE CONTRIBUTION RADCLIFFE CLUB OF SAN FRANCISCO 108 POPPY CT WALNUT CREEK CA 945965852 942600131 IRC 501(C)(3) 6000 CHARITABLE CONTRIBUTION BOSTON SYMPHONY ORCHESTRA INC 301 MASSACHUSETTS AVENUE BOSTON MA 02115 042103550 IRC 501(C)(3) 5546 DAF DISTRIBUTION MEALS ON WHEELS OF SAN FRANCISCO INC 2142 JERROLD AVE SAN FRANCISCO CA 941241010 941741155 IRC 501(C)(3) 5500 DAF DISTRIBUTION ON THE RISE INC 341 BROADWAY CAMBRIDGE MA 021391803 043290689 IRC 501(C)(3) 5500 CHARITABLE CONTRIBUTION BIOREALM LLC 19330 RIM OF THE WORLD DR MONUMENT CO 801329436 203755460 5400 SPONSORED RESEARCH SUB-AWARD RADIATION AND PUBLIC HEALTH PROJECT PO BOX 1260 OCEAN CITY NJ 08226 133781719 IRC 501(C)(3) 5145 SPONSORED RESEARCH SUB-AWARD MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET HOLYOKE MA 01075 042103578 IRC 501(C)(3) 5002 SPONSORED RESEARCH SUB-AWARD 319 33 GRADUATE TUITION & FEES GRANTS 9956 282901858 UNDERGRAD. TUITION, FEES, & STIP. GRANTS 4340 262694510 GRADUATE STUDENT STIPEND GRANTS 7969 127579970 OTHER STUDENT GRANTS, PRIZES & AWARDS 6470 36896098 STIPENDS - POST-DOC. STUDENTS & FELLOWS 482 33930858 GRANTS & AWARDS TO NON-HARVARD INDIV. 1513 11340576 STUDENT LOAN REPAYMENT PROGRAMS & FORGIVEN LOANS 651 9980568 OTHER UNDERGRADUATE GRANTS, PRIZES & AWARDS 1381 9088872 TRAINING GRANTS 2 105567 Schedule I, Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments PER SCHEDULE I INSTRUCTIONS, THE UNIVERSITY HAS INCLUDED DONATIONS FROM DONOR ADVISED FUNDS (DAF) THAT EXCEEDED THE MINIMUM REPORTING THRESHOLD. IN TOTAL, THE UNIVERSITY REPORTED 29 IRC 501(C)(3) CHARITABLE ORGANIZATIONS THAT RECEIVED DONATIONS FROM HARVARD UNIVERSITY THROUGH THESE DAF. AS WITH ANY DAF, DISTRIBUTIONS MADE FROM THE FUND ARE TYPICALLY MADE AT THE RECOMMENDATION OF THE DONOR ADVISOR AND MUST BE MADE TO AN IRC 501(C)(3) CHARITABLE ORGANIZATION. 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. ALL SCHOLARSHIPS AND STUDENT LOANS ARE REVIEWED AND APPROVED BY HARVARD'S FINANCIAL AID OFFICES. IN ADDITION, HARVARD UNIVERSITY IS RESPONSIBLE FOR THE PROGRAMMATIC AND FINANCIAL MONITORING OF ITS SPONSORED RESEARCH AWARD SUBRECIPIENTS. PRINCIPAL INVESTIGATORS AND PROJECT STAFF PERFORM ONGOING REVIEWS OF PROJECT ACTIVITIES. IN ADDITION, ON AN ANNUAL BASIS, UNIVERSITY RESEARCH ADMINISTRATORS REVIEW ALL ACTIVE SUB-AWARDS AND INQUIRE FURTHER INTO THOSE THAT ARE DEEMED TO REQUIRE CLOSER SCRUTINY IN LIGHT OF A VARIETY OF ATTRIBUTES. UPON IDENTIFICATION OF SUBRECIPIENTS THAT MANDATE CLOSER SCRUTINY, HARVARD IMPLEMENTS ADDITIONAL MONITORING ACTIONS TO ENSURE COMPLIANCE WITH SUB-AWARD PERFORMANCE, FINANCIAL TERMS AND CONDITIONS, AND WITH ALL APPLICABLE FEDERAL RULES AND REGULATIONS. X X X X X X true true X X X X X false true false false false false false true false ALAN M GARBER SEE SCHEDULE O 1385981 0 0 0 5467 0 43320 0 208070 0 1642838 0 0 0 DIANE LOPEZ SEE SCHEDULE O 149471 0 195000 0 196058 0 45096 0 2695 0 588320 0 0 0 JOHN MANNING SEE SCHEDULE O 865756 0 35000 0 85126 0 43320 0 32777 0 1061979 0 0 0 BRIAN LEE V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT UNTIL 04/16/25 773928 0 35000 0 110311 0 43320 0 33564 0 996123 0 0 0 MEREDITH WEENICK EXECUTIVE VICE PRESIDENT 755443 0 45000 0 24764 0 43320 0 14303 0 882830 0 0 0 RITU KALRA V.P. FOR FINANCE AND C.F.O. 607946 0 15000 0 23750 0 43320 0 31055 0 721071 0 0 0 MARGARET NEWELL V.P. AND DEPUTY TO THE PRESIDENT 574522 0 35000 0 26741 0 43320 0 13857 0 693440 0 0 0 PAUL ANDREW V.P. FOR PUBLIC AFFAIRS AND COMMUNICATIONS 569779 0 40000 0 667 0 43320 0 37124 0 690890 0 0 0 MARC L GOODHEART SEE SCHEDULE O 522239 0 30000 0 24809 0 52047 0 31753 0 660848 0 0 0 KLARA JELINKOVA V.P. AND CHIEF INFORMATION OFFICER 509683 0 15000 0 23613 0 43320 0 30819 0 622435 0 0 0 MANUEL CUEVAS-TRISAN V.P. FOR HUMAN RESOURCES 466480 0 45000 0 24047 0 43320 0 37684 0 616531 0 0 0 SEAN CARON V.P. FOR CAMPUS SERVICES 469941 0 20000 0 229 0 43320 0 32375 0 565865 0 0 0 JENNIFER O'CONNOR V.P. AND GENERAL COUNSEL AS OF 07/29/24 307562 0 100000 0 81778 0 39123 0 8241 0 536704 0 0 0 MARTHA WHITEHEAD V.P. FOR THE HARVARD LIBRARY 400364 0 20000 0 25523 0 43320 0 25845 0 515052 0 0 0 NITIN NOHRIA SEE SCHEDULE O 516287 0 0 0 64352 0 43320 0 28493 0 652452 0 0 0 SRIKANT M DATAR DEAN, FACULTY OF BUSINESS 869610 0 30000 0 11452 0 43320 0 159645 0 1114027 0 0 0 GEORGE Q DALEY DEAN, FACULTY OF MEDICINE 953430 0 30000 0 26460 0 43320 0 648 0 1053858 0 0 0 HOPI HOEKSTRA DEAN, FACULTY OF ARTS & SCIENCES 647427 0 30000 0 14174 0 43320 0 227640 0 962561 0 0 0 LAWRENCE S BACOW SEE SCHEDULE O 692727 0 0 0 16201 0 43320 0 14260 0 766508 0 0 0 ROBIN J ELY FACULTY 446550 31500 20000 0 1437456 0 43320 0 12219 0 1959545 31500 0 0 NANCY F KOEHN FACULTY 431904 4500 0 0 1496359 0 43320 0 13747 0 1985330 4500 0 0 KATHLEEN L MCGINN FACULTY 285024 0 0 0 1598980 0 38473 0 14072 0 1936549 0 0 0 CLAUDINE GAY SEE SCHEDULE O 1385191 0 0 0 12558 0 43320 0 107482 0 1548551 0 0 0 DAVID J MALAN FACULTY 292353 0 0 0 936226 0 43320 0 13412 0 1285311 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel UNIVERSITY TRAVEL POLICY PROHIBITS FIRST CLASS TRAVEL EXCEPT IN LIMITED CIRCUMSTANCES. IN ACCORDANCE WITH THIS POLICY, ONE OFFICER AND ONE KEY EMPLOYEE TRAVELED FIRST CLASS ON A SMALL NUMBER OF TRIPS DURING THE YEAR. TRAVEL EXPENSES ARE INCURRED FOR UNIVERSITY BUSINESS PURPOSES AND ARE THEREFORE NOT TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Travel for companions UNIVERSITY TRAVEL POLICY ALLOWS FOR REIMBURSEMENT OF TRAVEL EXPENSES INCURRED BY COMPANION TRAVELERS WHEN THE COMPANION HAS A SIGNIFICANT ROLE IN THE BUSINESS PROCEEDINGS, OR MAKES AN IMPORTANT CONTRIBUTION TO THE SUCCESS OF AN EVENT. IN ACCORDANCE WITH THIS POLICY, THE UNIVERSITY REIMBURSED ONE OFFICER FOR COMPANION TRAVEL DURING THE YEAR. IN THESE LIMITED CIRCUMSTANCES, THE REIMBURSEMENT OF COMPANION AND FAMILY MEMBER TRAVEL EXPENSES WAS A LEGITIMATE BUSINESS EXPENSE FOR THE UNIVERSITY AND THEREFORE IT WAS NOT REPORTED IN THE EMPLOYEES' TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE UNIVERSITY ELECTED TO MAKE GROSS-UP PAYMENTS RELATED TO BONUSES, REIMBURSEMENTS, AND IMPUTED INCOME, SUCH AS MOVING AND GIFTS. ONE OFFICER RECEIVED THIS BENEFIT PURSUANT TO UNIVERSITY INTERNAL REVIEW PROCESSES. Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE UNIVERSITY PROVIDED PRESIDENT GARBER WITH A RESIDENCE IN CAMBRIDGE AND REQUIRED ITS USE AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $174,820 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. THE UNIVERSITY PROVIDED FORMER PRESIDENT GAY WITH A RESIDENCE IN CAMBRIDGE AND REQUIRED ITS USE AS A CONDITION OF EMPLOYMENT FOR THE UNIVERSITY. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $73,052 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. PLEASE NOTE THE ESTIMATED VALUE OF PERSONAL USE IS BASED ON PARTIAL YEAR USE. DUE TO TURNOVER, FORMER PRESIDENT GAY ONLY LIVED IN THE RESIDENCE FOR THREE MONTHS. HARVARD BUSINESS SCHOOL (HBS) PROVIDED DEAN DATAR WITH A RESIDENCE IN ALLSTON AND REQUIRED ITS USE AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF HBS. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $127,269 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. THE FACULTY OF ARTS AND SCIENCES (FAS) PROVIDES DEAN HOEKSTRA WITH A RESIDENCE IN CAMBRIDGE AND REQUIRES ITS USE AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF FAS. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $198,343 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. TWO OFFICERS, ONE KEY EMPLOYEE, AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED A HOUSING ALLOWANCE. THIS AMOUNT IS INCLUDED IN THE EMPLOYEES' TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B (III) AS OTHER REPORTABLE COMPENSATION. THE UNIVERSITY 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 Health or social club dues or initiation fees PURSUANT TO THE BUSINESS EXPENSE REIMBURSEMENT POLICY THE UNIVERSITY PAID HARVARD CLUB DUES FOR ONE KEY EMPLOYEE. THIS IS A NONTAXABLE BUSINESS EXPENSE IN FURTHERANCE OF ALUMNI RELATIONS AND DEVELOPMENT. Schedule J, Part I, Line 1a Personal services DURING THE PERFORMANCE OF REGULAR UNIVERSITY DUTIES, A UNIVERSITY EMPLOYEE MAY, ON OCCASION, PERFORM INCIDENTAL PERSONAL SERVICES FOR THE PRESIDENT (E.G., PURCHASING OF SMALL HOUSEHOLD ITEMS, WITH THE COST OF SUCH ITEMS REIMBURSED IN FULL BY THE PRESIDENT). THE UNIVERSITY REGARDS SUCH SERVICES AS A NONTAXABLE "DE MINIMIS" FRINGE BENEFIT. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan HARVARD BUSINESS SCHOOL'S VOLUNTARY RETIREMENT INCENTIVE PLAN ALLOWS ELIGIBLE FACULTY MEMBERS TO ELECT TO RETIRE AT A SET DATE IN EXCHANGE FOR A LUMP-SUM PAYMENT. THE FACULTY MEMBER FORFEITS THE PAYMENT IF HE/SHE TERMINATES EMPLOYMENT BEFORE THE RETIREMENT DATE. THE AMOUNT FULLY VESTS AND IS DISTRIBUTED WHEN THE FACULTY MEMBER RETIRES. UNDER THIS PLAN, THREE HIGHEST COMPENSATED EMPLOYEES, PROFESSORS ROBIN ELY, NANCY KOEHN AND KATHLEEN MCGINN, RECEIVED PAYMENTS OF $1,410,300, $1,459,500 AND $1,494,900 RESPECTIVELY, WHICH HAVE BEEN REPORTED IN PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. Schedule J, Part I, Line 7 Non-fixed payments THE UNIVERSITY OFFERS INCENTIVE COMPENSATION FOR OUTSTANDING PERFORMANCE. BONUS AND INCENTIVE PAYMENTS FOR OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES ARE LISTED IN PART II, COLUMN (B)(II). Schedule J, Part I, Line 3 COMPENSATION REVIEW PROCESS: SEE SCHEDULE O "COMPENSATION REVIEW PROCESS" FOR A DISCUSSION OF THE METHODS USED TO ESTABLISH THE PRESIDENT'S COMPENSATION. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57585KGP7 2004-01-15 103670000 SERIES R 1-5 (SEE PART VI) false false false B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57585KGP7 2005-04-14 13490000 SERIES R 6 (SEE PART VI) false false false C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57585KGP7 2006-04-03 14040000 SERIES R 7 (SEE PART VI) false false false D Massachusetts Development Finance Agency 043431814 57584XYD7 2016-10-20 1930251069 Series 2016A (See Part VI) false false false A 52130000 0 103670000 0 0 0 0 0 0 0 103670000 0 true false true true B 5800000 0 13491079 0 0 0 0 0 0 0 13491079 0 true false true true C 7870000 0 14043650 0 0 0 0 0 0 0 14043650 0 true false true true D 492755000 0 2003010338 0 0 0 8221984 0 0 0 1994788354 0 false true true true A false false false false false false 0 0 0.0 false false 0 false true B false false false false false false 0 0 0.0 false false 0 false true C false false false false false false 0 0 0.0 false false 0 false true D false true true true true true 0.0015 0.0007 0.0022 false true 0.0028 true true A false false true false true false 0.0 false false false 0 false false true B false false true false true false 0 false false false 0 false false true C false false true false true false 0 false false false 0 false false true D false false true true false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part I BOND ISSUES: COLUMNS A AND B, GENERAL NOTE: THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (EIN: 04-2456011) WAS THE ORIGINAL ISSUER OF THE FOLLOWING ISSUES LISTED ON THIS SCHEDULE: SERIES R 1-5, SERIES R 6, AND SERIES R 7. IT WAS MERGED INTO THE MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (EIN: 04-3431814) ON OCTOBER 1, 2010. Schedule K, Part II, Line 3 PROCEEDS: GENERAL NOTE: THE DIFFERENCE BETWEEN AMOUNTS REPORTED IN LINE 3 OF PART II AND IN COLUMN E OF PART I REPRESENTS INVESTMENT EARNINGS. Schedule K, Part III PRIVATE BUSINESS USE: COLUMNS A-C (SERIES R1-5, R6, AND R7): THESE BONDS WERE ISSUED SOLELY TO REFUND PRE-JANUARY 1, 2003 ISSUES AND ARE NOT SUBJECT TO PART III REPORTING. Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE ROW A (SERIES R 1-5), COLUMN F: SERIES R, TRANCHE 1-5 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES A (7/1/72), SERIES B (7/1/73), SERIES C (4/7/76), SERIES D (6/23/77), SERIES I (5/7/85), SERIES M (2/6/91),SERIES N (9/1/91), SERIES P (6/13/95), SERIES Q-1 (8/29/96), SERIES Q-2 (9/2/97), SERIES Q-3 (9/15/98), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW B (SERIES R 6), COLUMN F: SERIES R, TRANCHE 6 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES P (6/13/95), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW C (SERIES R 7), COLUMN F: SERIES R, TRANCHE 7 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES P (6/13/95), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW D (SERIES 2016A), COLUMN F: SERIES 2016A WAS ISSUED TO ADVANCE REFUND SERIES 2008B, ISSUED 6/10/08; AND ADVANCE REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES 2009A (1/7/09), SERIES 2010A (1/20/10), AND 2010B (11/17/10). ROW A (SERIES 2020A), COLUMN F: SERIES 2020A WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/11/18, 12/19/18, 1/9/19 AND 11/19/19 FOR THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A SCIENCE AND ENGINEERING BUILDING LOCATED AT 150 WESTERN AVE, ALLSTON; (II) RENOVATION OF LOWELL HOUSE, LOCATED AT 10 HOLYOKE PL, CAMBRIDGE (III) RENOVATION OF SMITH CAMPUS CENTER, LOCATED AT 75 MT AUBURN ST, CAMBRIDGE, (IV) RENOVATION OF THE ARTHUR M SACKLER BUILDING, LOCATED AT 485 BROADWAY, CAMBRIDGE, (V) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 3, LOCATED AT 111 WESTERN AVE, ALLSTON ROW B (SERIES 2022B), COLUMN F: SERIES 2022B WAS ISSUED TO FUND THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A SCIENCE AND ENGINEERING BUILDING LOCATED AT 150 WESTERN AVE, ALLSTON; (II) RENOVATION OF ADAMS HOUSE CLAVERLY HALL, LOCATED AT 63 MT AUBURN ST, CAMBRIDGE, (III) RENOVATION OF ADAMS HOUSE RANDOLPH HALL, LOCATED AT 53 BOW ST, CAMBRIDGE, (IV) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 3, LOCATED AT 111 WESTERN AVE, ALLSTON, (V) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 1, LOCATED AT 111 WESTERN AVE, ALLSTON. A PORTION OF THE 2022B PROCEEDS WAS USED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/1/21 TO FINANCE THE PROJECTS ABOVE, AND THE REMAINDER WAS APPLIED DIRECTLY TO PROJECT FINANCING. ROW C (SERIES 2024B), COLUMN F: SERIES 2024B WAS ISSUED TO FUND A TENDER REFINANCING OF A PORTION OF THE SERIES 2016A BONDS (10/20/16) AND TO FUND THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) RENOVATION OF ADAMS HOUSE WESTMORLY COURT, LOCATED AT 13-21 BOW ST, CAMBRIDGE, (II) RENOVATION OF ADAMS HOUSE RANDOLPH HALL, LOCATED AT 53 BOW ST, CAMBRIDGE, (III) CONSTRUCTION OF HARVARD AFFILIATE HOUSING, LOCATED AT 100 SOUTH CAMPUS DRIVE, ALLSTON, (IV) RENOVATION OF GORDON HALL, LOCATED AT 25 SHATTUCK ST, BOSTON. A PORTION OF THE 2024B PROCEEDS WAS USED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 5/11/23, 9/13/23, 1/8/24 and 1/9/24 TO FINANCE THE PROJECTS ABOVE, AND THE REMAINDER WAS APPLIED DIRECTLY TO PROJECT FINANCING. ROW D (SERIES 2025A), COLUMN F: SERIES 2025A WAS ISSUED TO FUND THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) RENOVATION OF ELIOT HOUSE AT 101 DUNSTER ST, CAMBRIDGE, (II) RENEWAL OF THE ELECTRICAL AND STORMWATER INFRASTRUCTURE FOR THE CHEMISTRY COMPLEX AT 12 OXFORD ST, CAMBRIDGE, (III) FAADE RENOVATION OF THE GOLDENSON BUILDING AT 220 LONGWOOD AVE, BOSTON, (IV) LAB RENOVATIONS IN THE CONVERSE BUILDING AT 12 OXFORD ST, CAMBRIDGE, (V) RENEWAL OF THE WADSWORTH BUILDING AT 1341 MASSACHUSETTS AVE, CAMBRIDGE, (VI) LECTURE HALL RENOVATIONS IN THE SCIENCE CENTER AT 1 OXFORD ST, CAMBRIDGE, (VII) LAB IMPROVEMENTS IN THE SEELY MUDD BUILDING AT 250 LONGWOOD AVE, BOSTON, (VIII) RENOVATION OF THE NEWELL BOATHOUSE AT 801 SOLDIER'S FIELD RD, ALLSTON, AND (IX) CLASSROOM AND AV RENEWAL IN BOYLSTON HALL AT 5 HARVARD YARD, CAMBRIDGE. A PORTION OF THE 2025A PROCEEDS WAS USED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 8/9/24 AND 11/21/24 TO FINANCE THE PROJECTS ABOVE, AND THE REMAINDER WAS APPLIED DIRECTLY TO PROJECT FINANCING. Schedule K, Part IV, Line 2c COLUMN D Issuer name: Massachusetts Development Finance Agency The calculation for computing no rebate due was performed on 06/30/2021 Schedule K, Part IV, Line 2c COLUMN A Issuer name: Massachusetts Development Finance Agency The calculation for computing no rebate due was performed on 06/30/2025 A Massachusetts Development Finance Agency 043431814 57584YZP7 2020-04-29 452031430 Series 2020A (See Part VI) false false false B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584Y2Y4 2022-05-17 249994550 Series 2022B (See Part VI) false false false C Massachusetts Development Finance Agency 043431814 57585BAM0 2024-04-24 855032898 SERIES 2024B (SEE PART VI) false false false D Massachusetts Development Finance Agency 043431814 57585BGU6 2025-03-18 502844783 SERIES 2025A (SEE PART VI) false false false A 0 0 452091079 0 0 0 2091079 0 0 0 450000000 0 2021 true false true true B 0 0 250030640 0 0 0 1393130 0 0 148637510 100000000 0 2023 true false true true C 0 0 872103811 0 14446693 0 5155737 0 0 283306491 419881321 149313570 true false false true D 0 0 506803838 0 3164165 0 2785819 0 0 54469048 37000000 409384806 true false false true A false true true true true true 0.0 0.0 0.0 false false 0 false true B false true true true true true 0.0 0.0 0.0 false false 0 false true C false true true true true true 0.0007 0.0003 0.0010 false false 0 false true D false true true true true true 0.003 0.0009 0.0039 false false 0 false true A false false true true false false 0 false false false 0 false false true B false true true false false false 0 false false false 0 false false true C false true false false false false 0 false false false 0 false false true D false true false false true false 0 false false false 0 false false true A true B true C true D true JENNIFER O'CONNOR OFFICER PURCHASE OF HOME X 1400000 1388000 false true true MANUEL CUEVAS-TRISAN OFFICER PURCHASE OF HOME X 800000 698000 false true true JOHN H MANNING OFFICER PURCHASE OF HOME X 583369 375000 false true true HOPI HOEKSTRA OFFICER PURCHASE OF HOME X 500000 337000 false true true JOHN H MANNING OFFICER DEPENDENT'S EDUCATION X 444734 352000 false true true 3150000 DR AMY EDMONDSON FAMILY MEMBER OF GEORGE DALEY, KEY EMPLOYEE 795948 EMPLOYMENT COMPENSATION false BHARAT ANAND FAMILY MEMBER OF NITIN NOHRIA, FORMER KEY EMPLOYEE 781159 EMPLOYMENT COMPENSATION false JAMES MALLET FAMILY MEMBER OF HOPI HOEKSTRA, KEY EMPLOYEE 264352 EMPLOYMENT COMPENSATION false 67 0 Other - SEE PART II 2 0 Other - SEE PART II X 0 Other X Other 857 113654007 Market value 3 2166580 Market value 1 1330000 Market value 1 0 Other - SEE PART II 2 0 Other - SEE PART II X ARCHIVES 31 0 Other - SEE PART II X EQUIPMENT 5 0 Other - SEE PART II X MUSIC RELATED 3 0 Other - SEE PART II X AIRLINE/HOTEL 2 0 Other - SEE PART II X BITCOIN 2 506071 Other - APPRAISED VALUE/FMV X ETHEREUM 1 29876 Other - APPRAISED VALUE/FMV 19 false true true Schedule M, Part I COLUMN (B): THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. Schedule M, Part I, Line 33 EXPLANATION OF REVENUES NOT REPORTED SFAS 116 PROVIDES THAT CONTRIBUTIONS OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS NEED NOT BE RECOGNIZED AS REVENUES AND CAPITALIZED IF THE DONATED ITEMS ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE UNIVERSITY DOES NOT REPORT REVENUES FOR GIFTS-IN-KIND INTENDED FOR DISPLAY OR IMMATERIAL AMOUNTS. THE FOLLOWING IS THE TEXT OF THE FOOTNOTE DESCRIBING COLLECTIONS FROM THE UNIVERSITY'S FINANCIAL STATEMENTS: "THE UNIVERSITY'S VAST ARRAY OF MUSEUMS AND LIBRARIES CONTAINS 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. ALL GIFTS ARE ART GIVEN WITH THE INTENTION OF BEING DISPLAYED. THERE MAY BE INSTANCES WHERE A GIFT OF ART IS MADE WITH THE PURPOSE OF BEING SOLD AND THE PROCEEDS BENEFITING A SPECIFIC PURPOSE OR UNIT AT THE UNIVERSITY. IN SUCH CASES, THE SALE PROCEEDS WOULD BE RECORDED AS GIFT REVENUE AT THE TIME OF SALE. Schedule M, Part I, Line 33 OTHER NONCASH CONTRIBUTIONS: CERTAIN NONCASH CONTRIBUTIONS LISTED IN PART I HAVE NOT REPORTED AN AMOUNT IN PART I, COLUMN (C). NO AMOUNT IS REPORTED FOR THESE CONTRIBUTIONS EITHER BECAUSE THEY ARE INTENDED FOR DISPLAY, AS DISCUSSED ABOVE, OR BECAUSE THE VALUE OF THE NONCASH CONTRIBUTION IS IMMATERIAL. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THIRD PARTIES, SUCH AS AUCTION HOUSES OR BROKERS, MAY BE USED TO SELL NON-CASH CONTRIBUTIONS TO THE UNIVERSITY, BUT NOT TO PROCESS OR SOLICIT ANY CONTRIBUTIONS TO THE UNIVERSITY, EXCEPT AS DISCLOSED ON SCHEDULE G, PART I. Form 990, Part I, Line 5 TOTAL NUMBER OF INDIVIDUALS EMPLOYED: AS REQUIRED BY THE FORM 990 INSTRUCTIONS, THE NUMBER REPORTED ON PART I, LINE 5 REPRESENTS THE TOTAL NUMBER OF FORMS W-2 PRODUCED BY THE UNIVERSITY DURING CALENDAR YEAR 2024. THIS INCLUDES PAYMENTS FOR WORK STUDY AND CERTAIN TEACHING FELLOWS, AS WELL AS SHORT-TERM EMPLOYMENT. THE TOTAL HEAD COUNT FOR FACULTY AND STAFF AS REPORTED ON THE HARVARD UNIVERSITY FACT BOOK FOR OCTOBER 31, 2024 WAS 20,279. Form 990, Part I, Line 6 VOLUNTEERS: HARVARD IS FORTUNATE TO BENEFIT FROM THE SERVICES OF VOLUNTEERS ACROSS ITS NUMEROUS SCHOOLS, DEPARTMENTS, AND PROGRAMS. WHILE HARVARD DOES NOT FORMALLY TRACK OR ELSEWHERE REPORT THE NUMBER OF ITS VOLUNTEERS, THE UNIVERSITY ESTIMATES THAT THIS FIGURE EXCEEDS 10,000. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN ACTIONS OF THE HARVARD CORPORATION, SUCH AS THE ELECTION OF NEW CORPORATION MEMBERS, THE CONFERRAL OF DEGREES, AND AMENDMENTS TO THE UNIVERSITY STATUTES, ARE SUBJECT TO THE CONSENT OF THE UNIVERSITY'S BOARD OF OVERSEERS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS REVIEWED BY THE UNIVERSITY'S TAX RETURN REVIEW COMMITTEES, COMPRISING SENIOR FINANCE STAFF, AND INTERNAL AND EXTERNAL COUNSEL. THE 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, Line 12c Conflict of interest policy ANNUALLY, THE UNIVERSITY'S OFFICE OF THE GENERAL COUNSEL DISTRIBUTES A COPY OF THE HARVARD UNIVERSITY 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 GOVERNING BODY. THE COMPLETED DISCLOSURE FORMS OF MEMBERS OF THE GOVERNING BODY ARE REVIEWED BY BOTH THE OFFICE OF THE GENERAL COUNSEL AND THE SECRETARY OF THE UNIVERSITY. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FOLLOWING IS A DESCRIPTION OF THE ANNUAL COMPENSATION REVIEW PROCESS (CROSS-REFERENCE SCHEDULE J, PART I, LINE 3). THE MOST RECENT REVIEW CONDUCTED THAT APPLIES TO THE COMPENSATION REPORTED IN SCHEDULE J OCCURRED IN JULY 2024. THE OFFICE OF HUMAN RESOURCES CONDUCTS AN ANNUAL REVIEW DURING THE HARVARD CORPORATION MEETINGS. ALL INTERNAL REVIEWS AND NEW SALARY RECOMMENDATIONS ARE CONDUCTED IN ADVANCE OF THE CORPORATION MEETING, GENERALLY INCLUDING RECOMMENDATION BY THE PRESIDENT OF COMPENSATION OTHER THAN THE PRESIDENT'S 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. THE PRESIDENT DOES NOT PARTICIPATE IN THE DELIBERATIONS OR THE VOTE ON THE PRESIDENT'S OWN COMPENSATION. 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. THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE COMPENSATION MARKET SURVEY DATA AND ANALYSIS IN EACH CASE PRIOR TO MAKING ITS DETERMINATION. FOR THIS PURPOSE, THE PRINCIPAL SOURCE OF SUCH DATA IS AN ANNUAL REPORT PROVIDED BY AN OUTSIDE CONSULTANT. ADDITIONAL COMPARABILITY DATA FOR REVIEW OF THE PRESIDENT'S COMPENSATION HAS BEEN DRAWN FROM A SECOND EXTERNAL SOURCE THAT IS COMPILED ANNUALLY AND FROM PUBLICLY AVAILABLE FORM 990 INFORMATION. THE INDIVIDUALS TO WHOM THE PROCESS IS APPLIED ARE THE FOLLOWING: 1. THE OFFICERS OF THE UNIVERSITY, INCLUDING THE PRESIDENT, PROVOST, SECRETARY, EXECUTIVE VICE PRESIDENT, AND ALL VICE PRESIDENTS; 2. THE DEANS OF THE FACULTIES, INCLUDING KEY EMPLOYEES; 3. CERTAIN OTHER SENIOR UNIVERSITY PERSONNEL. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ANNUAL COMPENSATION REVIEW PROCESS DESCRIBED ABOVE APPLIES TO OTHER OFFICERS AND KEY EMPLOYEES. Form 990, Part VI, Line 19 Required documents available to the public HARVARD UNIVERSITY MAKES ITS ANNUAL FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. HARVARD'S CONFLICT OF INTEREST POLICY FOR SENIOR OFFICERS AND SENIOR ADMINISTRATORS IS AVAILABLE ON HARVARD'S INTRANET, ACCESSIBLE TO MEMBERS OF THE HARVARD COMMUNITY. HARVARD'S PUBLIC CHARTER IS AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a, Column (B) AVERAGE HOURS PER WEEK THE UNIVERSITY DOES NOT TRACK HOURS WORKED BY TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES. 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/HER CAPACITY AS A MEMBER OF THE BOARD OF DIRECTORS AND/OR AS AN EMPLOYEE OF HARVARD AFFILIATES. Form 990, Part VII, Section A, Line 1a, Column (A) TITLE ALAN GARBER WAS INTERIM PRESIDENT FROM JANUARY 2, 2024 THROUGH AUGUST 1, 2024 AND THEN OFFICIALLY BECAME PRESIDENT. PRESIDENT GAY WAS PRESIDENT UNTIL JANUARY 1, 2024, WHEN SHE BEGAN A POST-PRESIDENTIAL SABBATICAL BEFORE RETURNING TO THE FACULTY AS PROFESSOR OF GOVERNMENT AND OF AFRICAN AND AMERICAN STUDIES ON JANUARY 2, 2025. JOHN MANNING WAS INTERIM PROVOST FROM MARCH 14, 2024 THROUGH AUGUST 14, 2024 AND THEN OFFICIALLY BECAME PROVOST. LAWRENCE S. BACOW WAS PRESIDENT UNTIL JULY 1, 2023 AND THEN BEGAN HIS ROLE AS PRESIDENT EMERITUS AND PROFESSOR OF PUBLIC POLICY. MARC L. GOODHEART WAS V.P. AND SECRETARY OF THE UNIVERSITY UNTIL JUNE 1, 2025 AND THEN BEGAN HIS ROLE AS V.P. AND SENIOR ADVISOR TO THE PRESIDENT AND PROVOST. NITIN NOHRIA WAS DEAN OF HARVARD BUSINESS SCHOOL UNTIL JANUARY 1, 2021 AND THEN RETURNED TO HIS ROLE AS FACULTY OF BUSINESS. DIANE LOPEZ WAS V.P. AND GENERAL COUNSEL UNTIL MARCH 1, 2024 AND, THEREFORE, HOURS REPORTED IN COLUMN B RELATE TO THAT TIME PERIOD. Form 990, Part VII, Section A, Line 1a, Column (D) COMPENSATION FELLOW KAREN GORDON MILLS HAD A PAID FACULTY APPOINTMENT DURING CALENDAR YEAR 2024 UNRELATED TO HER WORK AS A MEMBER OF THE HARVARD CORPORATION. THE COMPENSATION FOR HER ACADEMIC SERVICES IS REPORTED IN FORM 990, PART VII, SECTION A, COLUMN (D). Form 990, Part VIII, Line 2f Other Program Service Revenue ALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: XXX-XX-XXXX, Related or Exempt Function Revenue: XXX-XX-XXXX, Unrelated Business Revenue: 27878862, Revenue Excluded from Tax Under Sections 512, 513, or 514: 53207773; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN RETIREMENT OBLIGATIONS - XXX-XX-XXXX; OTHER CHANGES IN SPLIT INTEREST AGREEMENTS - 29673124; TRANSFERS TO/FROM AFFILIATE ORGANIZATIONS - 48529907; OTHER CHANGE IN NET ASSETS - -52460818; Total - XXX-XX-XXXX; Schedule F, Part I FOREIGN ACTIVITY AMOUNTS REPORTED ARE ESTIMATED BASED ON THE BEST AVAILABLE DATA. UNIVERSITY ACTIVITIES INCLUDE ACADEMIC SUPPORT, INSTITUTIONAL SUPPORT, INSTRUCTION, RESEARCH AND OTHER ACADEMIC ACTIVITY, SERVICE CENTERS, AND STUDENT SERVICES. Schedule F, Part III GRANTS TO INDIVIDUALS AMOUNTS AND NUMBER OF RECIPIENTS LISTED ARE ESTIMATES BASED ON THE BEST AVAILABLE DATA. Schedule F, Part V FOREIGN ACTIVITY AMOUNTS REPORTED ARE ESTIMATED BASED ON THE BEST AVAILABLE DATA. UNIVERSITY ACTIVITIES INCLUDE ACADEMIC SUPPORT, INSTITUTIONAL SUPPORT, INSTRUCTION, RESEARCH AND OTHER ACADEMIC ACTIVITY, SERVICE CENTERS, AND STUDENT SERVICES. Schedule F, Part V GRANTS TO INDIVIDUALS AMOUNTS AND NUMBER OF RECIPIENTS LISTED ARE ESTIMATES BASED ON THE BEST AVAILABLE DATA. 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