Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
PRESIDENT AND FELLOWS OF HARVARD COLLEGE |
042103580 | Yes | 0 | 0 | ||
Total 1
|
0 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 14000329 |
| Software Version: | 2014v1.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part V, Line 2a Number of Employees | Harvard Global reported 5 employees on Form W-3 for the calendar year 2014. There were an additional 2 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 2 FAMILY OR BUSINESS RELATIONSHIP | MEREDITH WEENICK, PRESIDENT AND TREASURER OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. IS ALSO AN OFFICER OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE. THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE EMPLOYS MOST OF THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INCLUDING MASSARO, DOMINGUEZ, MCCULLOUGH, BREEN AND LEVY. |
| 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 | PRESIDENT WEENICK IS NOT COMPENSATED IN HER CAPACITY AS AN OFFICER OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. SHE IS EMPLOYED AND COMPENSATED BY PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR SERVICES PERFORMED FOR THAT ORGANIZATION. THE PROCESS TO DETERMINE HER COMPENSATION IS DESCRIBED ON SCHEDULE J. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. HAS ONE MEMBER, WHICH IS THE INDIVIDUAL SERVING FROM TIME TO TIME AS THE PROVOST OF THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE. |
| 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 THE CORPORATION APPOINTS THE HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC.'S DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE MEMBER HAS THE AUTHORITY TO AMEND THE CORPORATION'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 LEGAL COUNSEL. 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 | One officer, Joe O'Regan, is compensated by Harvard Global Research and Support Services. Harvard Global Research and Support Services adheres to the compensation procedures of Harvard University's Office of the Vice President for Campus Services ("Campus Services"). 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. When a position opens up, the hiring department must complete a "request to post" form that lists the salary range for the position. This request to post form must be reviewed and signed by the Campus Services Controller and Harvard University's Executive Vice President. Merit increases are available annually for good performance. These increases are reviewed and approved by the compensation office. NO OTHER OFFICERS OR KEY EMPLOYEES ARE COMPENSATED IN THEIR CAPACITY AS OFFICERS OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. RATHER, THEY ARE EMPLOYED AND COMPENSATED BY PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR SERVICES PERFORMED FOR THAT ORGANIZATION. |
| 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 | Research Services - Total Expense: 241560, Program Service Expense: 241560, Management and General Expenses: 0, Fundraising Expenses: ; Other Program Services - Total Expense: 142608, Program Service Expense: 132746, Management and General Expenses: 9862, Fundraising Expenses: ; |
| 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. |
| Software ID: | 14000329 |
| Software Version: | 2014v1.0 |