Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
President and Fellows of Harvard College
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1033 MASSACHUSETTS AVENUE 3RD FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
D Employer identification number

04-2103580
E Telephone number

G Gross receipts $ 19,903,496,335
F Name and address of principal officer:
LAWRENCE S BACOW
MASSACHUSETTS HALL
CAMBRIDGE,MA02138
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HARVARD.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1650
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION AND RESEARCH ACROSS A BROAD ARRAY OF ACADEMIC DOMAINS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 37,149
6 Total number of volunteers (estimate if necessary) ............. 6 10,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 14,511,713
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,888,401,380 2,775,718,408
9 Program service revenue (Part VIII, line 2g) ......... 1,858,786,665 1,970,647,830
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,888,354,367 2,946,274,895
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 115,958,829 161,996,691
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,751,501,241 7,854,637,824
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 765,837,205 779,891,625
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,360,350,545 2,443,813,912
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 569,685 357,012
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet197,023,091    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,116,336,798 2,262,272,822
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,243,094,233 5,486,335,371
19 Revenue less expenses. Subtract line 18 from line 12....... 508,407,008 2,368,302,453
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 55,084,581,000 57,546,936,000
21 Total liabilities (Part X, line 26)............. 9,624,949,000 9,900,053,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 45,459,632,000 47,646,883,000
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION AND RESEARCH ACROSS A BROAD ARRAY OF ACADEMIC DOMAINS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,879,197,890 including grants of $ 588,263,396 ) (Revenue $ 1,865,396,030 )
EDUCATION AND OTHER INSTITUTIONAL ACTIVITIES: HARVARD UNIVERSITY (THE "UNIVERSITY") IS A PRIVATE, NOT-FOR-PROFIT INSTITUTION OF HIGHER EDUCATION WITH APPROXIMATELY 7,587 UNDERGRADUATE AND 15,785 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.
4b (Code:   ) (Expenses $ 882,987,993 including grants of $ 191,628,229 ) (Revenue $ 105,251,800 )
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.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet4,762,185,883
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
10,028
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
37,149
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletHK , IN , AR , EI , IS , IT , JE , KS , LH , LU , AS , MP , MX , MG , NL , NZ , NU , PM , PE , RO , SN , SF , SZ , TS , TU , AE , UK , UY , VM , BD , BC , BR , CA , CJ , CI , CH , CO , EC , FR , GM , GR
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
4
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , IL , MA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletOFFICE OF THE CONTROLLER1033 MASSACHUSETTS AVENUE 3RD FL   CAMBRIDGE,MA02138 (617) 495-7792
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LAWRENCE S BACOW
 
FELLOW/PRESIDENT AS OF 07/01/2018
60.0
.................
3.0
X   X       523,008 0 47,064
(2) PAUL J FINNEGAN
 
TREASURER/FELLOW
5.0
.................
6.0
X   X       0 0 0
(3) JAMES W BREYER
 
FELLOW
5.0
.................
1.0
X           0 0 0
(4) KENNETH I CHENAULT
 
FELLOW
5.0
.................
1.0
X           0 0 0
(5) SUSAN L GRAHAM
 
FELLOW
5.0
.................
1.0
X           0 0 0
(6) WILLIAM F LEE
 
FELLOW
9.0
.................
1.0
X           0 0 0
(7) BIDDY MARTIN
 
FELLOW
5.0
.................
1.0
X           0 0 0
(8) JESSICA T MATHEWS
 
FELLOW
5.0
.................
1.0
X           0 0 0
(9) KAREN GORDON MILLS
 
FELLOW; SENIOR FELLOW AT HBS
45.0
.................
1.0
X           157,241 0 24,901
(10) PENNY S PRITZKER
 
FELLOW
5.0
.................
1.0
X           0 0 0
(11) DAVID M RUBENSTEIN
 
FELLOW
5.0
.................
1.0
X           0 0 0
(12) SHIRLEY M TILGHMAN
 
FELLOW
5.0
.................
1.0
X           0 0 0
(13) THEODORE V WELLS JR
 
FELLOW
5.0
.................
1.0
X           0 0 0
(14) PAUL ANDREW
 
V.P. PUBLIC AFFAIRS AND COMM.
60.0
.................
0
    X       435,455 0 60,362
(15) ALAN M GARBER
 
PROVOST
60.0
.................
2.0
    X       730,520 0 195,697
(16) MARC L GOODHEART
 
V.P. AND SECRETARY OF THE UNIVERSITY
60.0
.................
1.0
    X       407,645 0 63,264
(17) MARILYN M HAUSAMMANN
 
V.P. FOR HUMAN RESOURCES
60.0
.................
0
    X       406,933 0 62,420
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) THOMAS J HOLLISTER
 
V.P. FOR FINANCE AND C.F.O.
60.0
.......................2.0
    X       546,072 0 66,497
(19) ROBERT W IULIANO
 
SENIOR V.P. AND GENERAL COUNSEL; DEPUTY TO THE PRESIDENT UNTIL 6/30/2019
60.0
.......................0
    X       678,501 0 60,909
(20) KATHERINE N LAPP
 
EXECUTIVE VICE PRESIDENT
60.0
.......................4.0
    X       737,282 0 44,255
(21) BRIAN LEE
 
V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT AS OF 11/19/2018
60.0
.......................0
    X       77,143 0 8,212
(22) DIANE LOPEZ
 
V.P. AND GENERAL COUNSEL AS OF 06/01/2019
60.0
.......................0
    X       377,265 0 60,877
(23) ANNE H MARGULIES
 
V.P. AND CHIEF INFORMATION OFFICER
60.0
.......................1.0
    X       509,281 0 59,208
(24) TAMARA ELLIOTT ROGERS
 
V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT UNTIL 11/30/2018
60.0
.......................0
    X       804,103 0 56,838
(25) LEAH ROSOVSKY
 
V.P. FOR STRATEGY AND PROGRAMS UNTIL 12/31/2018
60.0
.......................0
    X       360,208 0 61,469
(26) SARAH E THOMAS
 
V.P. FOR THE HARVARD LIBRARY UNTIL 02/28/2019
60.0
.......................0
    X       373,004 0 46,849
(27) MEREDITH WEENICK
 
V.P. FOR CAMPUS SERVICES
60.0
.......................5.0
    X       426,624 0 46,499
(28) MARTHA WHITEHEAD
 
V.P. FOR THE HARVARD LIBRARY AS OF 06/01/2019
60.0
.......................0
    X       0 0 0
(29) MICHAEL D SMITH
 
DEAN, FACULTY OF ARTS & SCIENCES UNTIL 08/14/2018
60.0
.......................0.5
      X     656,182 0 105,588
(30) GEORGE Q DALEY
 
DEAN, FACULTY OF MEDICINE
60.0
.......................4.0
      X     824,013 0 34,956
(31) CLAUDINE GAY
 
DEAN, FACULTY OF ARTS & SCIENCES AS OF 08/15/2018
60.0
.......................0.5
      X     428,490 0 59,072
(32) NITIN NOHRIA
 
DEAN, FACULTY OF BUSINESS
60.0
.......................1.0
      X     739,326 0 165,181
(33) MICHAEL TUSHMAN
 
FACULTY
60.0
.......................0
        X   1,803,453 210,563 60,740
(34) CARLISS Y BALDWIN
 
FACULTY
60.0
.......................0
        X   1,502,239 0 37,527
(35) FRANCESCA GINO
 
FACULTY
60.0
.......................0
        X   479,829 512,375 52,244
(36) STUART GILSON
 
FACULTY
60.0
.......................0
        X   396,904 539,725 60,883
(37) DAVID J MALAN
 
FACULTY
60.0
.......................0
        X   900,225 0 46,980
(38) DREW GILPIN FAUST
 
SEE SCHEDULE O
60.0
.......................0.0
          X 3,466,787 0 145,461
(39) JEFFREY S FLIER
 
SEE SCHEDULE O
60.0
.......................0
          X 393,810 0 63,961
(40) BARBARA J MCNEIL
 
SEE SCHEDULE O
60.0
.......................0
          X 408,907 0 37,068
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 19,550,449 1,262,663 1,834,981
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet4,655
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
TURNER CONSTRUCTION

TWO SEAPORT LANE
SUITE 200
BOSTON,MA02210
CONTRACTOR 199,812,331
CONSIGLI CONSTRUCTION CO INC

72 SUMMER ST
MILFORD,MA01757
CONTRACTOR 192,278,771
BOND BROTHERS INC

10 CABOT ROAD SUITE 300
MEDFORD,MA02155
CONTRACTOR 126,634,272
SHAWMUT DESIGN AND CONSTRUCTION

560 HARRISON AVE
BOSTON,MA02118
CONTRACTOR 77,620,238
WALSH BROTHERS

210 COMMERCIAL STREET
BOSTON,MA02109
ARCHITECT/ENGINEER 56,957,655
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,449
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 1,676,589
c Fundraising events..1c 65
d Related organizations1d  
e Government grants (contributions)1e 600,606,340
f All other contributions, gifts, grants, and similar amounts not included above1f 2,173,435,414
g Noncash contributions included in lines 1a - 1f:$ 99,389,319
h Total. Add lines 1a-1f.......MediumBullet 2,775,718,408
 Program Service RevenueAmt Business Code
2a STUDENT TUITION, ROOM & BOARD 900099 1,550,801,808 1,550,801,808    
b NON-FEDERAL CONTRACTS 900099 105,251,800 105,251,800    
c AUXILIARY HEALTH SERVICES 621400 77,091,071     77,091,071
d PUBLICATIONS 511130 33,285,399 33,263,612 21,787  
e STUDENT/EMPLOYEE SERVICES 611710 35,008,404   1,828,737 33,179,667
f All other program service revenue. 169,209,348 117,198,557 32,564,163 19,446,628
g Total. Add lines 2a–2f ....MediumBullet 1,970,647,830
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 252,783,408   -19,902,974 272,686,382
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 118,539,327     118,539,327
(ii) Personal (i) Real
6a Gross rents   71,688,867
b Less: rental expenses   28,242,082
c Rental income or (loss) 0 43,446,785
d Net rental income or (loss)......MediumBullet 43,446,785     43,446,785
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 41,604,117 14,672,503,336
b Less: cost or other basis and sales expenses 40,740,837 11,979,875,129
c Gain or (loss) 863,280 2,692,628,207
d Net gain or (loss).....MediumBullet 2,693,491,487     2,693,491,487
8a Gross income from fundraising events (not including $ 65of contributions reported on line 1c). See Part IV, line 18 ....
a 11,042
b Less: direct expenses ...b 463
c Net income or (loss) from fundraising events..MediumBullet 10,579   10,579
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 7,854,637,824 1,806,515,777 14,511,713 3,257,891,926
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 136,678,172 136,678,172
2 Grants and other assistance to domestic individuals. See Part IV, line 22 615,096,625 615,096,625
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 28,116,828 28,116,828
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 11,528,412 639,634 9,377,948 1,510,830
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 2,148,487 1,843,806 304,681 0
7 Other salaries and wages 1,901,240,469 1,700,350,027 119,006,044 81,884,398
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 153,035,395 136,865,243 9,579,081 6,591,071
9 Other employee benefits ....... 255,976,944 228,929,696 16,022,594 11,024,654
10 Payroll taxes ........... 119,884,205 107,216,901 7,504,019 5,163,285
11 Fees for services (non-employees):        
a Management ...... 37,904,121 36,560,540 1,306,344 37,237
b Legal ......... 27,420,971 4,089,434 23,034,016 297,521
c Accounting ........... 2,631,083 349,791 2,281,292 0
d Lobbying ........... 254,040 152,424 101,616 0
e Professional fundraising services. See Part IV, line 17 357,012 357,012
f Investment management fees ...... 138,553,750 0 138,553,750 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 408,418,352 345,771,926 54,558,898 8,087,528
12 Advertising and promotion .... 24,506,510 23,262,411 645,440 598,659
13 Office expenses ....... 218,485,689 206,709,418 6,728,213 5,048,058
14 Information technology ...... 107,959,864 92,964,760 10,361,321 4,633,783
15 Royalties .. 3,605,432 3,574,041 15,009 16,382
16 Occupancy ........... 316,363,306 265,612,690 36,501,216 14,249,400
17 Travel ............ 95,878,661 89,317,617 1,014,279 5,546,765
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 7,151 7,151    
19 Conferences, conventions, and meetings .... 65,309,531 51,343,480 2,873,752 11,092,299
20 Interest ........... 176,315,391 166,426,649 1,923,852 7,964,890
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 352,913,551 317,704,573 18,849,169 16,359,809
23 Insurance ... 17,266,627 7,348,722 9,917,905  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PAYMENTS TO ANNUITANTS 65,770,020 65,770,020    
b TAXES AND FEES 66,135,695 19,069,887 46,117,317 948,491
c BOOKS/PUBLICATIONS 45,344,461 44,741,018 361,753 241,690
d PUBLISHING 20,964,030 16,708,032 997,025 3,258,973
e All other expenses 70,264,586 48,964,367 9,189,863 12,110,356
25 Total functional expenses. Add lines 1 through 24e 5,486,335,371 4,762,185,883 527,126,397 197,023,091
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 34,011,000 1 28,888,000
2 Savings and temporary cash investments ......... 30,580,000 2 36,381,000
3 Pledges and grants receivable, net ...... 1,914,633,000 3 2,745,513,000
4 Accounts receivable, net ............. 127,671,000 4 122,028,000
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
1,950,000 5 2,204,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 379,449,000 7 371,304,000
8 Inventories for sale or use ........ 7,590,000 8 7,164,000
9 Prepaid expenses and deferred charges ...... 113,189,000 9 248,364,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,074,407,000
b Less: accumulated depreciation 10b 5,071,468,000 7,457,947,000 10c 8,002,939,000
11 Investments—publicly traded securities . 28,035,013,000 11 28,639,472,000
12 Investments—other securities. See Part IV, line 11 ..... 14,323,995,000 12 15,361,873,000
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,658,553,000 15 1,980,806,000
16 Total assets. Add lines 1 through 15 (must equal line 34)... 55,084,581,000 16 57,546,936,000
Liabilities 17 Accounts payable and accrued expenses ..... 517,953,000 17 555,666,000
18 Grants payable ...   18  
19 Deferred revenue ......... 504,139,000 19 495,581,000
20 Tax-exempt bond liabilities ......... 2,406,438,000 20 2,705,003,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 2,894,483,000 24 2,508,346,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 3,301,936,000 25 3,635,457,000
26 Total liabilities. Add lines 17 through 25.. 9,624,949,000 26 9,900,053,000
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 10,893,111,000 27 11,560,036,000
28 Temporarily restricted net assets ........... 25,696,120,000 28 26,837,561,000
29 Permanently restricted net assets 8,870,401,000 29 9,249,286,000
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 45,459,632,000 33 47,646,883,000
34 Total liabilities and net assets/fund balances ........ 55,084,581,000 34 57,546,936,000
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
7,854,637,824
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,486,335,371
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,368,302,453
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
45,459,632,000
5
Net unrealized gains (losses) on investments ...............
5
-138,473,509
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-42,577,944
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
47,646,883,000
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (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
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 2,242,963,264 1,631,689,043 1,662,160,571 1,888,401,380 2,775,718,408 10,200,932,666
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 2,242,963,264 1,631,689,043 1,662,160,571 1,888,401,380 2,775,718,408 10,200,932,666
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).. 926,377,781
6 Public support. Subtract line 5 from line 4. 9,274,554,885
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 2,242,963,264 1,631,689,043 1,662,160,571 1,888,401,380 2,775,718,408 10,200,932,666
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 577,719,961 489,855,971 498,594,579 369,272,273 462,914,576 2,398,357,360
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 764,171 0 0 0 442,728 1,206,899
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 117,269,449 120,923,436 118,838,756 141,447,133 129,727,945 628,206,719
11 Total support. Add lines 7 through 10 13,228,703,644
12
12
8,175,346,483
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
70.11 %
15
15
73.49 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2018 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-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income DESCRIPTION - PROGRAM SERVICE REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512-514, COLUMN A - XXX-XX-XXXX.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 - 0.0, COLUMN C - 13721.0, COLUMN D - 21958.0, COLUMN E - 10579.0, COLUMN F - 46258.0;
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
President and Fellows of Harvard College
 
Employer identification number
04-2103580
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
200
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
3,612
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
250,228
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
258,772
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
512,812
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
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, 2018 THROUGH JUNE 30, 2019: Issues lobbied at the federal level include: - Issues related to tax exempt status, taxes on unrelated business income, net investment income, employee benefits, and other TCJA provisions, and policies related to charitable giving and tax incentives - Issues regarding tax administration, employee benefits and health care reform - Issues related to college and university endowments - Budget and appropriations for student financial aid, research in NIH, NSF, DOD, DOE, NASA, EPA, ED, NEH, and HHS - Immigration legislation and student visa issues - Education and student lending issues, specifically HEA reauthorization, Pell grant funding, consumer disclosures, STEM education, college cost, accountability, graduate education, international education, campus safety, public service, and veterans and military education issues - Legislation concerning museums, libraries, and humanities issues - Legislation concerning science policy and the authorization for various science agencies, including NIH, OSTP, NSF, NASA, FAA, DOD Science and Technology, HUD, Energy's Office of Science and other agencies ISSUES LOBBIED FOR THE COMMONWEALTH OF MASSACHUSETTS INCLUDE: - Legislation related to tax policy regarding non-profits - Issues and legislation related to college and university endowments - Legislation related to campus safety - Issues related to employee benefits - Legislation and issues concerning financial oversight of and reporting for colleges and universities - Legislation and appropriations related to student financial aid - Legislation concerning innovation and economic development
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.
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 40  
2 Aggregate value of contributions to (during year) 4,049,698  
3 Aggregate value of grants from (during year) 17,799,342  
4 Aggregate value at end of year ........ 216,769,742  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c 0
d Additions during the year ............................ 1d 20,555,217
e Distributions during the year .......................... 1e 20,555,217
f Ending balance ................................ 1f 0
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 38,047,627,000 35,963,722,000 34,557,074,000 36,428,531,000 35,259,921,000
b Contributions ... 1,203,653,000 532,697,000 530,880,000 470,076,000 1,011,117,000
c Net investment earnings, gains, and losses 2,254,628,000 3,226,038,000 2,567,516,000 -602,930,000 1,892,160,000
d Grants or scholarships ... 294,783,000 279,352,000 269,260,000 257,659,000 250,265,000
e Other expenditures for facilities
and programs ...
1,243,231,000 1,187,262,000 1,215,381,000 1,275,992,000 1,288,277,000
f Administrative expenses .... 236,405,000 208,216,000 207,107,000 204,952,000 196,125,000
g End of year balance ...... 39,731,489,000 38,047,627,000 35,963,722,000 34,557,074,000 36,428,531,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet25.2 %
b
Permanent endowment SchDMd Bullet21.9 %
c
Temporarily restricted endowment SchDMd Bullet52.9 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
Yes
 
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   897,019,000 897,019,000
b Buildings ....   9,469,200,000 4,116,887,000 5,352,313,000
c Leasehold improvements   191,106,000   191,106,000
d Equipment ....   1,213,580,000 954,581,000 258,999,000
e Other ..... 13,949,000 1,289,553,000   1,303,502,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 8,002,939,000
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) REAL ASSETS
5,368,920,000 F

(B) PRIVATE EQUITIES
9,992,953,000 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 15,361,873,000
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ACCRUED RETIREMENT OBLIGATIONS 1,120,543,000
SECURITIES LENDING/ OTHER INVESTMENT LIABILITIES 875,141,000
LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 859,744,000
DEPOSITS AND OTHER LIABILITIES 649,613,000
GOVERNMENT LOAN ADVANCES 66,733,000
DUE TO CONSOLIDATED ORGANIZATIONS 63,683,000
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,635,457,000
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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" AND 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. SEMITIC MUSEUM: THE SEMITIC MUSEUM 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.
Schedule D (Form 990) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047 2018Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
 
No
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2018)
Schedule E (Form 990 or 990EZ) (2018)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).
Return Reference Explanation
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.
Schedule E (Form 990 or 990-EZ) (2018)
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean     Fundraising   3,645
Central America and the Caribbean     Grantmaking   81,866
Central America and the Caribbean 0 1 Program Services UNIVERSITY ACTIVITIES 482,912
East Asia and the Pacific     Fundraising   722,333
East Asia and the Pacific     Grantmaking   2,397,082
East Asia and the Pacific     Investments   1,394,766,057
East Asia and the Pacific 2 18 Program Services UNIVERSITY ACTIVITIES 11,382,327
Europe (Including Iceland and Greenland)     Fundraising   842,123
Europe (Including Iceland and Greenland)     Grantmaking   7,322,815
Europe (Including Iceland and Greenland) 1 9 Program Services UNIVERSITY ACTIVITIES 27,651,278
Middle East and North Africa     Fundraising   21,398
Middle East and North Africa     Grantmaking   778,488
Middle East and North Africa 1 7 Program Services UNIVERSITY ACTIVITIES 4,982,280
North America (Canada & Mexico only)     Fundraising   135,910
North America (Canada & Mexico only)     Grantmaking   2,445,940
North America (Canada & Mexico only) 0 9 Program Services UNIVERSITY ACTIVITIES 3,505,314
Russia and Neighboring States     Fundraising   492
Russia and Neighboring States     Grantmaking   159,064
Russia and Neighboring States     Program Services UNIVERSITY ACTIVITIES 224,652
South America     Fundraising   91,229
South America     Grantmaking   1,241,367
South America 0 4 Program Services UNIVERSITY ACTIVITIES 3,355,592
South Asia     Fundraising   49,174
South Asia     Grantmaking   4,418,518
South Asia 0 2 Program Services UNIVERSITY ACTIVITIES 3,372,616
Sub-Saharan Africa     Fundraising   283,085
Sub-Saharan Africa     Grantmaking   9,271,686
Sub-Saharan Africa     Program Services UNIVERSITY ACTIVITIES 11,785,938
3a Sub-total ..... 4 44 1,457,521,768
b Total from continuation sheets to Part I ...     34,253,413
c Totals (add lines 3a and 3b) 4 50 1,491,775,181
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 5,254,834 EFT OR CHECK      
North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 1,097,150 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 1,064,672 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 994,897 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 595,563 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 592,060 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 562,235 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 546,675 EFT OR CHECK      
North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 535,399 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 509,038 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 499,544 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 489,837 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 489,071 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 408,740 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 398,970 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 367,007 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 338,418 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 309,372 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 309,313 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 270,000 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 260,848 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 254,124 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 228,442 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 208,724 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 207,314 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 206,120 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 198,990 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 187,202 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 177,781 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 174,262 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 162,539 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 158,664 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 154,059 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 148,601 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 146,600 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 135,856 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 135,814 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 133,555 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 124,761 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 124,279 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 123,427 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 121,905 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 121,785 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 116,166 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 116,107 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 112,324 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 108,881 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 101,721 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 100,000 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 99,436 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 98,570 EFT OR CHECK      
Russia and Neighboring States SPONSORED RESEARCH SUB-AWARD 92,294 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 89,722 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 88,571 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 86,737 EFT OR CHECK      
North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 80,745 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 74,580 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 66,739 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 64,905 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 61,468 EFT OR CHECK      
North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 58,873 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 58,320 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 50,975 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 50,716 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 44,546 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 44,092 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 43,995 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 42,580 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 41,680 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 41,147 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 40,582 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 40,135 EFT OR CHECK      
Russia and Neighboring States SPONSORED RESEARCH SUB-AWARD 39,075 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 38,833 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 37,754 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 36,655 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 36,557 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 34,832 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 34,020 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 33,236 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 28,522 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 28,420 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 28,139 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 27,370 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 26,006 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 25,090 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 23,916 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 23,576 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 22,645 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 22,500 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 21,854 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 21,049 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 20,359 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 20,297 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 17,818 EFT OR CHECK      
North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 17,754 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 17,431 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 17,387 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 17,029 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 15,694 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 15,359 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 15,120 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 14,234 EFT OR CHECK      
North America (Canada & Mexico only) SPONSORED RESEARCH SUB-AWARD 13,900 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 10,000 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 9,798 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 8,593 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 6,865 EFT OR CHECK      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
29
3 Enter total number of other organizations or entities .......................MediumBullet
79
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
Graduate Student Stipend Grants East Asia and the Pacific 101 304,833 ETF OR CHECK      
Graduate Student Stipend Grants North America (Canada & Mexico only) 41 129,344 ETF OR CHECK      
Graduate Student Stipend Grants Europe (Including Iceland and Greenland) 47 120,021 ETF OR CHECK      
Graduate Student Stipend Grants South America 24 66,234 ETF OR CHECK      
Graduate Student Stipend Grants South Asia 17 50,667 ETF OR CHECK      
Graduate Student Stipend Grants Sub-Saharan Africa 13 35,334 ETF OR CHECK      
Graduate Student Stipend Grants Middle East and North Africa 9 18,169 ETF OR CHECK      
Graduate Student Stipend Grants Central America and the Caribbean 2 4,000 ETF OR CHECK      
Graduate Student Stipend Grants Russia and Neighboring States 1 2,000 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Europe (Including Iceland and Greenland) 27 351,478 ETF OR CHECK      
Grants and Awards to Non-Harvard Students East Asia and the Pacific 93 342,985 ETF OR CHECK      
Grants and Awards to Non-Harvard Students North America (Canada & Mexico only) 28 207,862 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Sub-Saharan Africa 29 138,305 ETF OR CHECK      
Grants and Awards to Non-Harvard Students South America 22 100,000 ETF OR CHECK      
Grants and Awards to Non-Harvard Students South Asia 42 61,249 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Central America and the Caribbean 3 34,688 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Sub-Saharan Africa 1 4,790 ETF OR CHECK      
Nonstudent Prizes and Awards Europe (Including Iceland and Greenland) 4 228,375 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards East Asia and the Pacific 15 31,179 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Europe (Including Iceland and Greenland) 5 14,640 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards North America (Canada & Mexico only) 4 13,250 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Sub-Saharan Africa 32 5,485 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards South Asia 1 3,600 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards South America 1 2,700 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows Europe (Including Iceland and Greenland) 60 1,020,333 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows North America (Canada & Mexico only) 6 75,944 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows East Asia and the Pacific 1 22,500 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows East Asia and the Pacific 1 22,500 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows Russia and Neighboring States 1 6,000 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows South Asia 1 2,053 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Europe (Including Iceland and Greenland) 23 311,139 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans North America (Canada & Mexico only) 9 107,480 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Sub-Saharan Africa 8 120,689 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans East Asia and the Pacific 13 142,511 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans South Asia 17 87,806 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans South America 13 61,211 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Central America and the Caribbean 2 32,598 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Middle East and North Africa 3 25,923 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Russia and Neighboring States 4 5,145 ETF OR CHECK      
Student Prizes and Awards Europe (Including Iceland and Greenland) 115 344,417 ETF OR CHECK      
Student Prizes and Awards East Asia and the Pacific 134 339,519 ETF OR CHECK      
Student Prizes and Awards South Asia 72 227,705 ETF OR CHECK      
Student Prizes and Awards South America 60 152,477 ETF OR CHECK      
Student Prizes and Awards North America (Canada & Mexico only) 54 106,239 ETF OR CHECK      
Student Prizes and Awards Sub-Saharan Africa 24 90,452 ETF OR CHECK      
Student Prizes and Awards Middle East and North Africa 14 28,325 ETF OR CHECK      
Student Prizes and Awards Russia and Neighboring States 5 14,550 ETF OR CHECK      
Student Prizes and Awards Central America and the Caribbean 3 10,580 ETF OR CHECK      
Student Prizes and Awards North America (Canada & Mexico only) 2 2,000 ETF OR CHECK      
Student Prizes and Awards Middle East and North Africa 2 1,483 ETF OR CHECK      
Student Prizes and Awards East Asia and the Pacific 1 1,000 ETF OR CHECK      
Student Prizes and Awards Europe (Including Iceland and Greenland) 1 318 ETF OR CHECK      
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
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 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 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 (Form 990) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
ANNE LOCKETT ENTERPRISES
12424 WILSHIRE BLVD
 
LOS ANGELES, CA90025
PRIN. GIFTS   No 26,609,236 100,376 26,508,860
 
DANILLER AND COMPANY
3724 JEFFERSON STREET 302
 
AUSTIN, TX78731
DIRECT MAIL   No 212,767 28,553 184,214
 
JOHN BROWN LIMITED INC
4916 CRESTWOOD DRIVE
 
WACO, TX76710
CONSULTING   No   175,242 -175,242
 
BCG CONNECT CREATIVE DIRECT MARKETING
755 Middlesex Turnpike
 
Billerica, MA01821
DIRECT MAIL   No 166,470 52,841 113,629
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 26,988,473 357,012 26,631,461
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CA, MA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

SOFTBALL AUCTION
(event type)
(b) Event #2

 
(event type)
(c) Other events

0
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

11,107

 

 

11,107

2

Less: Contributions . . . .

65

 

 

65
3 Gross income (line 1 minus
line 2) . . . . . .

11,042

0

0

11,042



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 463     463
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 463
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 10,579
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
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 FY19, BUT THE DONOR(S) MAY HAVE MADE THE ORIGINAL PLEDGE(S) IN PRIOR YEARS. THE PROFESSIONAL FUNDRAISING SERVICE DETAILED IN LINE 2B, ACTIVITY 3 IS FOR CONSULTATION AND COMMUNICATIONS FOR GENERAL FUNDRAISING ACTIVITIES. THE SERVICE IS NOT PROVIDED FOR A SPECIFIC EVENT OR ACTIVITY IN WHICH THERE IS A DIRECT CONNECTION BETWEEN THE FUNDRAISING ACTIVITY AND THE DONATIONS RECEIVED.
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number
04-2103580
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) Frontier Sci & Tech Fdn
4033 Maple Rd
Amherst,MA14226
16-1056814 IRC 501(c)(3) 13,510,746       Research Sub-Award
(2) Brigham and Women's Hospital Inc
75 FRANCIS ST
BOSTON,MA02140
04-2312909 IRC 501(C)(3) 12,670,840       Research Sub-Award
(3) Massachusetts General Hospital
55 Fruit St
Boston,MA02114
04-1564655 IRC 501(c)(3) 11,801,144       RESEARCH GIFT & CONTRIB.
(4) Children's Hospital Corporation
300 LONGWOOD AVE
BOSTON,MA02115
04-2774441 IRC 501(C)(3) 6,006,265       Research Sub-Award
(5) Dana-Farber Cancer Institute
450 Brookline Ave BP418
Boston,MA02215
04-2263040 IRC 501(c)(3) 5,064,015       RESEARCH GIFT & CONTRIB.
(6) EDX INC
141 Portland St 9th Fl
Cambridge,MA02139
46-0807740 IRC 501(c)(3) 5,000,000       COMM. GIFTS & CHAR. CONTRIB.
(7) Massachusetts Institute of Technology
77 Mass Ave
Cambridge,MA02139
04-2103594 IRC 501(c)(3) 4,581,564       RESEARCH GIFT & CONTRIB.
(8) Weill Medical College of Cornell Univ
1300 York Ave
New York,NY10065
15-0532082 IRC 501(C)(3) 4,326,037       DAF DISTR./CHAR. CONTRIB.
(9) The Broad Institute
320 Charles St
Cambridge,MA02141
26-3428781 IRC 501(c)(3) 4,241,876       Research Sub-Award
(10) Beth Israel Deaconess Medical Center
330 Brookline Ave
Boston,MA02215
04-2103881 IRC 501(c)(3) 3,137,906       Research Sub-Award
(11) Akonni Biosystems Inc
400 SAGNER AVE STE 300
FREDERICK,MD21701
16-1664925 NOT EXEMPT 1,837,048       Research Sub-Award
(12) Smithsonian Astrophysical Observatory
60 Garden Street
Cambridge,MA02138
GOVERNMENTAL UNIT 1,807,368       Research Sub-Award
(13) Stanford University
3145 Porter Dr
Palo Alto,CA94304
94-1156365 IRC 501(c)(3) 1,791,706       Sponsored Research Sub-Award
(14) Social Science Research Solutions
53 West Baltimore Pike
Media,PA19063
NOT EXEMPT 1,719,372       Sponsored Research Sub-Award
(15) University of Southern California
University Gardens-UGB 203
Los Angeles,CA90089
95-1642394 IRC 501(c)(3) 1,634,389       Sponsored Research Sub-Award
(16) Ann and Robert H Lurie Children's Hospital of Chicago
225 E CHICAGO AVE
CHICAGO,IL60611
36-2170833 IRC 501(C)(3) 1,312,659       SPONSORED RESEARCH SUB-AWARD
(17) Columbia University
1210 Amsterdam Ave Mail Code 2205
New York,NY10027
13-5598093 IRC 501(c)(3) 1,260,495       Sponsored Research Sub-Award and DAF Distribution/Charitable Contributions
(18) Regents of the University of California - San Diego
9500 Gilman Dr
Office of Contract and Grant Admin
La Jolla,CA92093
95-6006144 IRC 115 1,165,097       Sponsored Research Sub-Award and DAF Distribution/Charitable Contributions
(19) Ragon Institute of MGH MIT and Harvard
Mass General Hosp
149 13th Street
Charlestown,MA02129
04-1564655 IRC 501(C)(3) 1,156,411       Sponsored Research Sub-Award
(20) Regents of the University of Minnesota
1300 S 2nd St Ste 206
600 McNamara Alumni Center
Minneapolis,MN55454
41-6007513 IRC 115 1,154,763       Sponsored Research Sub-Award
(21) Texas A and M University
3000 Briarcrest Dr Ste 101
Bryan,TX77802
74-2648747 IRC 115 1,133,715       Sponsored Research Sub-Award
(22) Yale University
PO Box 208239
Yale University
New Haven,CT06520
91-1864328 IRC 501(c)(3) 1,113,318       Sponsored Research Sub-Award
(23) Westat Corporation
1600 Research Blvd
1650 Research Blvd
Rockville,MD20850
84-0529566 Not exempt 1,063,233       Sponsored Research Sub-Award
(24) Trustees of Boston University
25 Buick St
Boston University
Boston,MA02215
04-2103547 IRC 501(c)(3) 1,050,845       Sponsored Research Sub-Award
(25) Howard University
2400 6th St NW
Washington,DC20059
53-0204707 IRC 501(c)(3) 1,015,170       Sponsored Research Sub-Award
(26) Regents of the University of California - San Francisco
UCSF Box 0248
San Francisco,CA94143
94-6036493 IRC 115 961,979       Sponsored Research Sub-Award
(27) Indiana University
400 E 7th St Poplars Rm 501
105 N Indiana Ave
Bloomington,IN47405
35-6001673 IRC 115 944,624       Sponsored Research Sub-Award
(28) University of Florida
219 Grinter Hall Box 115500
Gainesville,FL32605
59-6002052 IRC 115 910,573       Sponsored Research Sub-Award
(29) University of Massachusetts Medical School
Office of Research
Worcester,MA016550002
04-3167352 IRC 115 909,017       Sponsored Research Sub-Award
(30) Abundance Foundation
127 University Ave
Berkeley,CA94710
20-1390469 IRC 501(c)(3) 900,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(31) New York University
105 East 17th St 4th Fl
New York,NY10003
13-5562308 IRC 501(c)(3) 890,253       Sponsored Research Sub-Award
(32) Children's Hospital Los Angeles
4650 SUNSET BLVD
LOS ANGELES,CA90027
95-1690977 IRC 501(C)(3) 843,801       SPONSORED RESEARCH SUB-AWARD
(33) Oregon Health and Science University
3181 Sam Jackson Park
Portland,OR97239
93-1176109 IRC 115 768,907       Sponsored Research Sub-Award
(34) Bronx-Lebanon Hospital Center
1276 Fulton Ave
Bronx,NY10456
13-1974191 IRC 501(c)(3) 761,558       Sponsored Research Sub-Award
(35) University of Washington
3917 University Way NE Box 351122
Seattle,WA98105
91-6001537 IRC 115 759,819       Sponsored Research Sub-Award
(36) University of Miami
PO Box 248106
Coral Gables,FL33124
59-0624458 IRC 501(c)(3) 741,455       Sponsored Research Sub-Award
(37) St Jude Children's Research Hospital
262 DANNY THOMAS PL
MEMPHIS,TN38105
62-0646012 IRC 501(C)(3) 725,976       SPONSORED RESEARCH SUB-AWARD
(38) University of Massachusetts - Amherst
Goodell Building Room 408
Amherst,MA01003
04-3167352 IRC 115 724,416       Sponsored Research Sub-Award
(39) University of Colorado Denver Health Sciences Center
4200 E Ninth Avenue
Denver,CO80262
84-6000555 IRC 115 710,228       Sponsored Research Sub-Award
(40) Olivann
1117 Morton St
Alameda,CA94501
27-2265572 IRC 501(c)(3) 700,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(41) The Research Foundation of State University of New York
PO Box 9
Albany,NY12201
14-1368361 IRC 501(c)(3) 682,204       Sponsored Research Sub-Award
(42) University of Medicine and Dentistry of New Jersey
185 South Orange Ave
185 South Orange Ave
Newark,NJ07103
22-1775306 IRC 115 679,282       Sponsored Research Sub-Award
(43) Baylor College of Medicine
One Baylor Plaza
One Baylor Plaza
Houston,TX02119
74-1613878 IRC 501(c)(3) 670,321       Sponsored Research Sub-Award
(44) California Institute of Technology
1200 E CALIFORNIA BLVD
Mail Code 266-33
PASADENA,CA91125
95-1643307 IRC 501(C)(3) 660,711       SPONSORED RESEARCH SUB-AWARD
(45) United States Bureau of the Census
4600 Silver Hill Rd
Suitland,MD20746
GOVERNMENTAL UNIT 658,608       SPONSORED RESEARCH SUB-AWARD
(46) Trustees of Dartmouth College
6010 Parkhurst Hall Ste 204
Hanover,NH03755
02-0222111 IRC 501(c)(3) 657,021       Sponsored Research Sub-Award
(47) University of Illinois at Chicago
Department of Physics M/C 273
Chicago,IL606077059
37-6000511 IRC 115 636,430       Sponsored Research Sub-Award
(48) University of Pennsylvania
3451 Walnut St
110 Technology Center Building
Philadelphia,PA19104
23-1352685 IRC 501(c)(3) 625,012       Sponsored Research Sub-Award
(49) Florida State University
Office of the Vice President
Tallahassee,FL323063067
59-1961248 IRC 115 589,577       SPONSORED RESEARCH SUB-AWARD
(50) BioAegis Therapeutics Inc
675 US HIGHWAY ONE
NORTH BRUNSWICK,NJ02108
NOT EXEMPT 575,468       SPONSORED RESEARCH SUB-AWARD
(51) University of Pittsburgh
4200 Fifth Ave
Pittsburgh,PA15260
25-0965591 IRC 501(c)(3) 545,653       Sponsored Research Sub-Award
(52) New York Genome Center
101 Avenue of the Americas
New York,NY10013
80-0631734 IRC 501(c)(3) 522,849       SPONSORED RESEARCH SUB-AWARD
(53) Tulane University
6823 St Charles Ave
Office of Research Administration
New Orleans,LA70118
72-0423889 IRC 501(c)(3) 517,216       Sponsored Research Sub-Award
(54) Board of Trustees of the University of Alabama-Birmingham
1530 3RD AVE SOUTH
BIRMINGHAM,AL35294
63-6001138 IRC 115 516,268       SPONSORED RESEARCH SUB-AWARD
(55) Regents of the University of California - Berkeley
2195 Hearst Ave Rm 120
Sponsored Projects Office
Berkeley,CA94720
94-6002123 IRC 115 503,350       Sponsored Research Sub-Award
(56) Northeastern University
360 Huntington Ave
Boston,MA02115
04-1679980 IRC 501(c)(3) 496,295       Sponsored Research Sub-Award
(57) Regents of the University of California - Los Angeles
10920 Wilshire Blvd Ste 620
Graduate School of Education
Los Angeles,CA90024
95-6006143 IRC 115 480,997       Sponsored Research Sub-Award
(58) YouGov America Inc
285 Hamilton Ave
Palo Alto,CA943012538
NOT EXEMPT 460,900       Sponsored Research Sub-Award
(59) Rand Corporation
1700 Main St
Santa Monica,CA90407
95-1958142 IRC 501(c)(3) 447,831       Sponsored Research Sub-Award
(60) Children's Diagnostic and Treatment Center Inc
1401 S FEDERAL HWY
FORT LAUDERDALE,FL33316
65-1026739 IRC 501(C)(3) 440,136       SPONSORED RESEARCH SUB-AWARD
(61) The McLean Hospital Corporation
115 Mill St
Belmont,MA024781041
04-2697981 IRC 501(C)(3) 429,086       Sponsored Research Sub-Award
(62) Boston University School of Public Health
715 Albany Street
Talbot Building
Boston,MA02118
04-2103547 IRC 501(C)(3) 428,074       Sponsored Research Sub-Award
(63) Boston Medical Center
One Boston Medical Center Pl
Boston,MA02118
04-3314093 IRC 501(c)(3) 424,724       Sponsored Research Sub-Award
(64) Regents of the University of Michigan
500 S State St
CIESIN
Ann Arbor,MI48109
38-6006309 IRC 115 421,221       Sponsored Research Sub-Award
(65) Morehouse School of Medicine
720 Westview Dr SW
Atlanta,GA30310
58-1438873 IRC 501(c)(3) 414,963       Sponsored Research Sub-Award
(66) Johns Hopkins University
615 N Wolfe St
Bloomberg School of Public Health
Baltimore,MD21205
52-0595110 IRC 501(c)(3) 407,944       Sponsored Research Sub-Award
(67) University of Southern California School of Medicine
2011 Zonal Avenue
HMR Room 401
Los Angeles,CA90033
95-1642394 IRC 501(C)(3) 400,857       SPONSORED RESEARCH SUB-AWARD
(68) University of Wisconsin
WI Center for Edu Research
Madison,WI53706
39-6006492 GOVERNMENTAL UNIT 387,035       SPONSORED RESEARCH SUB-AWARD
(69) Duke University
324 Blackwell St Ste 850
Office of Research Support
Durham,NC27701
56-0532129 IRC 501(c)(3) 374,092       Sponsored Research Sub-Award
(70) Drexel University
3141 Chestnut St
Philadelphia,PA19104
23-1352630 IRC 501(c)(3) 372,830       Sponsored Research Sub-Award
(71) X-Chem Inc
100 Beaver St
Waltham,MA02453
NOT EXEMPT 356,786       Sponsored Research Sub-Award
(72) Brandeis University
415 South St MS No 116
Waltham,MA01201
04-2103552 IRC 501(c)(3) 353,866       Sponsored Research Sub-Award
(73) Ohio State University
Ohio State Univ Research Fdn
1960 Kenny Road
Columbus,OH43210
31-1145986 IRC 115 342,729       SPONSORED RESEARCH SUB-AWARD
(74) University of Massachusetts - Worcester
Office of Research
Worcester,MA016550118
04-3167352 IRC 115 341,482       Sponsored Research Sub-Award
(75) Jacobi Medical CenterNorth Bronx Healthcare Network
1400 Pelham Pkwy South
Bronx,NY10461
13-1849594 IRC 501(c)(3) 316,683       Sponsored Research Sub-Award
(76) Tufts University
169 Holland St
Tufts University
Somerville,MA02144
04-2103634 IRC 501(c)(3) 313,846       Sponsored Research Sub-Award
(77) Joslin Diabetes Center
Joslin Diabetes Center
One Joslin Place
Boston,MA02215
04-2203836 IRC 501(C)(3) 296,902       Sponsored Research Sub-Award
(78) University of Puerto Rico

PO Box 363682
San Juan    
RQ
66-0433761 Exempt 294,730       Sponsored Research Sub-Award
(79) Left Field Labs
1046 Princeton Drive
Studio 117
Marina Del Rey,CA90292
NOT EXEMPT 288,500       Sponsored Research Sub-Award
(80) On Being
The On Being Project
1619 Hennepin Ave
Minneapolis,MN55403
46-2775553 IRC 501(c)(3) 286,016       SPONSORED RESEARCH SUB-AWARD
(81) University of Chicago
6054 S Drexel Ave
University Research Administration
Chicago,IL60637
36-2177139 IRC 501(c)(3) 283,734       Sponsored Research Sub-Award
(82) Northwestern University
633 Clark St
633 Clark Street
Evanston,IL60208
36-2167817 IRC 501(c)(3) 283,133       Sponsored Research Sub-Award
(83) Marine Biological Laboratory
7 MBL St
7 MBL Streeet
Woods Hole,MA02543
04-2104690 IRC 501(c)(3) 271,391       Sponsored Research Sub-Award
(84) Fundacion de Investigacion

998 Muoz Rivera Ave
San Juan    
RQ
66-0764480 IRC 501(c)(3) 260,603       SPONSORED RESEARCH SUB-AWARD
(85) San Juan City Hospital

PO Box 70344
PMB 79
San Juan    
RQ
EXEMPT 259,831       Sponsored Research Sub-Award
(86) Harvard Pilgrim Health Care Inc
93 Worcester St Ste 100
Wellesley,MA02481
04-2452600 IRC 501(c)(3) 251,298       Sponsored Research Sub-Award
(87) Friends of IHES Inc
Greeley Square Station
New York,NY10001
13-4065148 IRC 501(c)(3) 250,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(88) Purdue University
610 Purdue Mall
Office of Contract and Grant
West Lafayette,IN47907
35-6002041 IRC 115 249,093       Sponsored Research Sub-Award
(89) Boston University School of Medicine
715 Albany Street
Boston,MA02118
04-2103547 IRC 501(C)(3) 245,748       Sponsored Research Sub-Award
(90) Museum of Science
One Science Park
Science Park
Boston,MA02114
04-2103916 IRC 501(c)(3) 240,787       Sponsored Research Sub-Award
(91) Sansum Diabetes Research Institute
2219 Bath Street
Santa Barbara,CA93105
95-1684086 IRC 501(c)(3) 240,024       SPONSORED RESEARCH SUB-AWARD
(92) Pennsylvania State University
500 University Dr
College of Medicine
Hershey,PA17033
24-6000376 IRC 115 239,226       Sponsored Research Sub-Award
(93) Spaulding Rehabilitation Hospital Volunteer Services
300 First Ave
Charlestown,MA02129
04-2551124 IRC 501(c)(3) 206,656       Sponsored Research Sub-Award
(94) Regents of the University of California - Davis
402 Mrak Oak Shields Avenue
Davis,CA95616
94-6036494 IRC 115 205,160       Sponsored Research Sub-Award
(95) University of New Hampshire
105 Main St
Service Building
Durham,NH03824
02-6000937 IRC 115 203,983       Sponsored Research Sub-Award
(96) Tufts University School of Medicine
Grants Contracts Administration
136 Harrison Avenue
Boston,MA02111
04-2103634 IRC 501(c)(3) 203,373       SPONSORED RESEARCH SUB-AWARD
(97) Jhpiego Corporation
1615 Thames St 200
Baltimore,MD21231
23-7424444 IRC 501(C)(3) 200,661       Sponsored Research Sub-Award
(98) Emory University
201 Dowman Dr
1784 N Decatur Road Suite 510
Atlanta,GA30322
58-0566256 IRC 501(c)(3) 195,574       Sponsored Research Sub-Award
(99) Regents of the University of New Mexico
Office of Research Administration
Scholes Hall 102
Albuquerque,NM871316003
85-6000642 IRC 115 190,476       Sponsored Research Sub-Award
(100) University of Utah
201 S Presidents Cir Rm 408
201 Biology Building
Salt Lake City,UT84112
87-6000525 IRC 115 177,920       Sponsored Research Sub-Award
(101) University of Wisconsin-Madison
WI Center for Edu Research
Madison,WI53706
39-6006492 GOVERNMENTAL UNIT 175,422       Sponsored Research Sub-Award
(102) New York University School of Medicine
550 First Avenue
New York,NY10016
13-5562308 IRC 501(C)(3) 172,435       Sponsored Research Sub-Award
(103) Georgia Institute of TechnologyGeorgia Tech Research Corporation
500 Tech Pkwy
Atlanta,GA30332
58-6002023 IRC 501(c)(3) 167,760       Sponsored Research Sub-Award
(104) Woods Hole Oceanographic Institution
569 Woods Hole Rd MS 14
221 Oyster Pond Road
Woods Hole,MA02543
04-2105850 IRC 501(c)(3) 166,095       Sponsored Research Sub-Award
(105) Georgetown University
PO Box 571168 37 and O St NW
Washington,DC20057
53-0196603 IRC 501(c)(3) 162,050       Sponsored Research Sub-Award
(106) Board of Regents of the University of Arizona
Sponsored Projects Services
University of Arizona
Tucson,AZ85721
74-2652689 IRC 115 150,877       SPONSORED RESEARCH SUB-AWARD
(107) Lawrence Berkeley National Lab
One Cyclotron Rd
Berkeley,CA94720
94-2951741 IRC 501(c)(3) 144,373       Sponsored Research Sub-Award
(108) Brown University
164 Angell St PO Box 1929
Providence,RI03656
05-0258809 IRC 501(c)(3) 141,078       Sponsored Research Sub-Award
(109) Kaiser Foundation Health Plan of Washington
320 Westlake Ave Ste 100
Seattle,WA98109
91-0511770 IRC 501(c)(3) 138,469       Sponsored Research Sub-Award
(110) ALBRIGHT KNOX ART GALLERY
1285 Elmwood Ave
Buffalo,NY14222
16-6001555 IRC 501(c)(3) 135,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(111) Red Top Foundation
7811 QUAKER ROAD
ORCHARD PARK,NY14127
82-1576521 IRC 501(c)(3) 134,500       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(112) Maine Medical Center
Department of Medicine
Portland,ME041023175
01-0238552 IRC 501(c)(3) 132,094       SPONSORED RESEARCH SUB-AWARD
(113) Partners Healthcare
800 Boylston
Suite 1150
Boston,MA02199
04-3230035 IRC 501(c)(3) 131,170       Sponsored Research Sub-Award
(114) University of Massachusetts
140 Hicks Way
Amherst,MA01003
04-3167352 IRC 115 128,567       Sponsored Research Sub-Award
(115) University of Maine
5717 Corbett Hall
Orono,ME04469
01-6000769 IRC 115 127,192       Sponsored Research Sub-Award
(116) Wayne State University
5700 Cass Ave Ste 4900
4002 Faculty/Administration Bldg
Detroit,MI48202
38-6028429 IRC 501(c)(3) 123,420       Sponsored Research Sub-Award
(117) University of North Carolina - Chapel Hill
Office of Contracts Grants
Chapel Hill,NC27599
56-6001393 IRC 115 123,002       Sponsored Research Sub-Award
(118) Swarthmore College
500 College Avenue
Swarthmore,PA19081
23-1352683 IRC 501(c)(3) 120,967       Sponsored Research Sub-Award
(119) Fenway Community Health Center
1340 Boylston St
Boston,MA02215
04-2510564 IRC 501(c)(3) 119,140       Sponsored Research Sub-Award
(120) University of Colorado at Boulder
Office of Contracts and Grants
Room 481 Campus Box 572 UCB
Boulder,CO803090572
84-6000555 IRC 115 114,985       Sponsored Research Sub-Award
(121) The Methodist Hospital Research Institute
Office of Grants and Contracts
Houston,TX77030
74-1180155 IRC 501(C)(3) 114,907       SPONSORED RESEARCH SUB-AWARD
(122) Vanderbilt University
2301 Vanderbilt Pl
Vanderbilt Univ Medical Ctr
Nashville,TN37240
62-0476822 IRC 501(c)(3) 111,478       Sponsored Research Sub-Award
(123) White Ribbon Alliance
1901 Pennsylvania Ave NW Ste 800
Washington,DC20006
20-2092917 IRC 501(C)(3) 109,585       Sponsored Research Sub-Award
(124) Transforming Education
24 School St 3rd Fl
3rd Floor
Boston,MA02108
81-1304128 IRC 501(c)(3) 109,584       Sponsored Research Sub-Award
(125) Cold Spring Harbor Laboratory
1 Bungtown Road
Cold Spring Harbor,NY11724
11-2013303 IRC 501(C)(3) 109,583       Sponsored Research Sub-Award
(126) Results for Development Institute
1875 Connecticut Ave NW Suite 120
Washington,DC20009
20-8530747 IRC 501(C)(3) 104,183       Sponsored Research Sub-Award
(127) University of Pittsburgh Medical Center
4200 FIFTH AVENUE
Western Psych Inst Clinic
PITTSBURGH,PA15260
25-0965591 IRC 501(C)(3) 103,589       Sponsored Research Sub-Award
(128) RIVERVIEW SCHOOL INC
551 Route 6A
East Sandwich,MA02537
04-2240919 IRC 501(c)(3) 100,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(129) Open Observatory of Network Interference
217 1st Avenue South 4903
Seattle,WA98194
NOT EXEMPT 100,000       SPONSORED RESEARCH SUB-AWARD
(130) FUND FOR PARKS AND RECREATION IN BOSTON
1010 MASSACHUSETTS AVENUE
BOSTON,MA02118
04-2784811 IRC 501(C)(3) 100,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(131) Archimedes Digital
2 Ware Street 206
Cambridge,MA02138
NOT EXEMPT 99,545       SPONSORED RESEARCH SUB-AWARD
(132) University of Virginia
PO Box 400127
Charlottesville,VA22904
54-6001796 IRC 115 98,419       Sponsored Research Sub-Award
(133) Hebrew SeniorLife
Institute for Aging Research IFAR
1200 Centre Street
Roslindale,MA02131
90-0183119 IRC 501(C)(3) 96,181       Sponsored Research Sub-Award
(134) Rutgers The State University of New Jersey
65 DAVIDSON RD RM 202
PISCATAWAY,NJ08854
22-6001086 IRC 501(C)(3) 95,006       SPONSORED RESEARCH SUB-AWARD
(135) COMMUNITY FOUNDATION OF GREATER BUFFALO
712 Main St
Buffalo,NY14202
22-2743917 IRC 501(c)(3) 95,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(136) Institute for Systems Biology
401 Terry Ave N
Seattle,WA98109
91-2003593 IRC 501(c)(3) 94,736       Sponsored Research Sub-Award
(137) Sage Bionetworks
1100 Fairview Ave North
Mailstop M1-B514
Seattle,WA98109
26-4489946 IRC 501(c)(3) 93,681       Sponsored Research Sub-Award
(138) International Medical Corps
1919 Santa Monica Blvd
Suite 400
Santa Monica,CA90404
95-3949646 IRC 501(C)(3) 93,153       Sponsored Research Sub-Award
(139) Pomona College
150 E Eighth St Pendleton Bldg
Claremont,CA91711
95-1664112 IRC 501(c)(3) 92,929       Sponsored Research Sub-Award
(140) University of Colorado Denver
1380 Lawrence Street
Denver,CO80204
84-6000555 IRC 115 92,324       SPONSORED RESEARCH SUB-AWARD
(141) Carnegie Institution of Washington
1530 P Street NW
Washington,DC20005
53-0196523 IRC 501(c)(3) 91,694       SPONSORED RESEARCH SUB-AWARD
(142) University of Oregon
PO Box 3237
Eugene,OR97403
46-4727800 IRC 115 91,350       Sponsored Research Sub-Award
(143) Stony Brook University (State University of New York)
Research Fdn of SUNY at Stony Brook
Office of Spons Prog
Stony Brook,NY117943362
14-6013200 IRC 115 88,905       Sponsored Research Sub-Award
(144) University of Texas - Dallas
800 W Campbell Road AD15
Richardson,TX75008
75-1305566 IRC 115 88,366       Sponsored Research Sub-Award
(145) University of Maryland College Park
Office of Research Admin Adv
College Park,MD20742
52-6002033 IRC 115 88,335       Sponsored Research Sub-Award
(146) Albert Einstein College of Medicine
1300 Morris Park Avenue
Bronx,NY10461
47-2209056 Exempt 87,518       SPONSORED RESEARCH SUB-AWARD
(147) Innovations for Poverty Action
101 Whitney Ave
New Haven,CT06510
06-1660068 IRC 501(c)(3) 84,179       Sponsored Research Sub-Award
(148) Advance Access and Delivery
201 W Main St
Durham,NC27701
47-3531843 IRC 501(c)(3) 82,399       Sponsored Research Sub-Award
(149) University of Notre Dame
724 Grace Hall
Notre Dame,IN46556
35-0868188 IRC 501(c)(3) 80,851       Sponsored Research Sub-Award
(150) Mount Auburn Hospital
330 MOUNT AUBURN STREET
CAMBRIDGE,MA02138
04-2103606 IRC 501(C)(3) 88,842       Sponsored Research Sub-Award, Community Gifts and Charitable Contributions
(151) The Forsyth Institute
245 First St
Cambridge,MA02142
04-2104230 IRC 501(c)(3) 80,840       Sponsored Research Sub-Award
(152) Wake Forest University
PO Box 7201
WinstonSalem,NC27109
56-0532138 IRC 501(c)(3) 80,373       Sponsored Research Sub-Award
(153) University of Houston
4800 Calhoun Road
Houston,TX77204
74-6001399 IRC 115 80,268       Sponsored Research Sub-Award
(154) Johns Hopkins School of Public Health
615 N Wolfe Street
Baltimore,MD21205
52-0595110 IRC 501(C)(3) 77,668       Sponsored Research Sub-Award
(155) Action for Boston Community Development Inc
178 Tremont St
Boston,MA021111093
04-2304133 IRC 501(C)(3) 75,360       SPONSORED RESEARCH SUB-AWARD
(156) HARVARD SQUARE BUSINESS ASSOCIATION
18 Brattle St No 352
Cambridge,MA02138
04-2647383 IRC 501(c)(6) 75,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(157) Virginia Polytechnic Institute and State University
Dept of Acct and Info Systems
3007 Pamplin 0101
Blacksburg,VA24060
54-6001805 IRC 115 73,565       SPONSORED RESEARCH SUB-AWARD
(158) Massachusetts Health Connector
100 City Hall Plaza
Boston,MA02108
N/A 72,405       SPONSORED RESEARCH SUB-AWARD
(159) American Academy of Arts and Sciences
136 Irving St
Cambridge,MA02138
04-2103651 IRC 501(c)(3) 71,541       Sponsored Research Sub-Award
(160) Boston College
Office of Research Administration
Chesnut Hill,MA024673807
04-2103545 IRC 501(C)(3) 69,548       Sponsored Research Sub-Award
(161) University of Rhode Island
75 Lower College Rd
The Research Office
Kingston,RI02881
05-6000522 IRC 115 68,053       Sponsored Research Sub-Award
(162) Regents of the University of California - Irvine
120 Theory Ste 200
Office of Research Grad Studies
Irvine,CA92617
95-2226406 IRC 115 66,399       Sponsored Research Sub-Award
(163) University of Texas Health Science Center at San Antonio
7703 Floyd Curl Dr
San Antonio,TX78229
74-1586031 IRC 115 65,327       Sponsored Research Sub-Award
(164) Rush University Medical Center
1653 W Congress Pkwy
Chicago,IL60612
36-2174823 IRC 501(c)(3) 64,636       Sponsored Research Sub-Award
(165) GARDNER PILOT ACADEMY
30 Athol Street
Allston,MA02134
83-3487611 IRC 501(c)(3) 64,020       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(166) Grady Health System
80 Jesse Hill Jr Dr SE
Atlanta,GA30303
26-2037695 IRC 501(c)(3) 60,837       Sponsored Research Sub-Award
(167) University of Louisville
Abell Admin Bldg Ste 218
Louisville,KY40292
61-1014882 IRC 115 59,708       Sponsored Research Sub-Award
(168) Public Safety Medical
324 East New York Street
Suite 300
Indianapolis,IN46204
NOT EXEMPT 59,650       Sponsored Research Sub-Award
(169) Arizona State University
ASUE INTPR 111
Tempe,AZ02130
86-0196696 IRC 115 58,062       SPONSORED RESEARCH SUB-AWARD
(170) University of Hawaii
2500 Campus Rd
Honolulu,HI96822
99-6000354 IRC 115 58,017       Sponsored Research Sub-Award
(171) National Quality Forum
601 13th Street NW
Suite 500 North
Washington,DC20005
52-2175544 IRC 501(c)(3) 54,969       SPONSORED RESEARCH SUB-AWARD
(172) Franciscan Childrens
30 Warren Street
Brighton,MA02135
04-2156082 IRC 501(c)(3) 54,216       SPONSORED RESEARCH SUB-AWARD
(173) Gallaudet University
800 Florida Avenue NE
Washington,DC200023695
53-0199507 IRC 501(c)(3) 51,570       SPONSORED RESEARCH SUB-AWARD
(174) National Institute of Standards and Technology
100 Bureau Drive
Grants Office
Gaithersburg,MD20899
NOT EXEMPT 51,116       SPONSORED RESEARCH SUB-AWARD
(175) Utah State University
Contract/Grant Office
Logan,UT843221415
87-6000528 IRC 115 50,121       Sponsored Research Sub-Award
(176) Association of State and Territorial Health Officials
1275 K Street NW
Suite 800
Washington,DC02140
35-1044487 IRC 501(C)(3) 50,000       Sponsored Research Sub-Award
(177) National Association of County and City Health Officials
1100 17th Street NW
Second Floor
Washington,DC20036
52-1426663 IRC 501(C)(3) 50,000       Sponsored Research Sub-Award
(178) AMERICAN COUNCIL OF LEARNED SOCIETIES
633 3rd Ave 8th Fl
New York,NY10017
13-1851145 IRC 501(c)(3) 50,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(179) uAspire
31 St James Ave Ste 520
Boston,MA02116
04-3564307 IRC 501(c)(3) 49,147       Sponsored Research Sub-Award
(180) Board of Trustees of the University of Illinois
Grants and Contracts M/C 551
Chicago,IL60680
37-6000511 IRC 115 48,270       SPONSORED RESEARCH SUB-AWARD
(181) University at Albany (State University of New York)
Office for Research
Albany,NY12222
16-1514621 IRC 115 47,331       Sponsored Research Sub-Award
(182) Cornell University
130 E Seneca St Ste 400
Office of Sponsored Programs
Ithaca,NY14850
15-0532082 IRC 501(c)(3) 47,100       Sponsored Research Sub-Award
(183) University of Kansas Medical Center Research Institute
3901 Rainbow Blvd Ste 1039
Kansas City,KS66160
48-0680117 IRC 501(C)(3) 45,671       Sponsored Research Sub-Award
(184) Bedford VA Research Corporation Inc
200 SPRINGS RD MS 151
Building 14 Room 104
BEDFORD,ME02135
04-3512440 IRC 501(C)(3) 45,067       SPONSORED RESEARCH SUB-AWARD
(185) American Academy of Allergy Asthma and Immunology
555 East Wells Street
Suite 1100
Milwaukee,WI532023823
39-6061326 IRC 501(c)(3) 45,000       SPONSORED RESEARCH SUB-AWARD
(186) Cambridge Health Alliance
1493 Cambridge St
MALDEN,MA02108
04-3167608 IRC 501(C)(3) 43,391       Sponsored Research Sub-Award
(187) Regents of the University of California - Santa Barbara
3227 CHEADLE HALL
SANTA BARBARA,CA93106
95-6006145 IRC 501(C)(3) 42,899       SPONSORED RESEARCH SUB-AWARD
(188) Policy Research Associates
345 Delaware Avenue
Delmar
New York,NY12054
NOT EXEMPT 41,456       SPONSORED RESEARCH SUB-AWARD
(189) Atmospheric and Environmental Research Inc
131 HARTWELL AVE
LEXINGTON,MA021393794
04-2608324 NOT EXEMPT 41,408       SPONSORED RESEARCH SUB-AWARD
(190) Colorado School of Public Health
13001 E 17th Place
Mail Stop B119
Boulder,CO80045
84-6000555 IRC 115 40,000       SPONSORED RESEARCH SUB-AWARD
(191) Colorado State University
Department of Pathology
Fort Collins,CO80523
84-6000555 IRC 115 40,000       SPONSORED RESEARCH SUB-AWARD
(192) University of Texas Health Science Center at Houston
7000 Fannin St Ste 1200
Houston,TX77030
74-1761309 IRC 501(c)(3) 39,931       Sponsored Research Sub-Award
(193) Center on Budget and Policy Priorities
820 First Street NE Suite 510
Washington,DC20002
52-1234565 IRC 501(C)(3) 39,238       Sponsored Research Sub-Award
(194) New America Foundation
740 15th Street NW
Suite 900
Washington,DC20005
52-2096845 IRC 501(c)(3) 39,091       SPONSORED RESEARCH SUB-AWARD
(195) Medical University of South Carolina
19 Hagood Ave Suite 608
Charleston,SC29425
57-6007222 IRC 115 38,722       Sponsored Research Sub-Award
(196) Board of Regents of the University of Wisconsin System
Office of Research Spons Prog
University of Wisconsin - Madison
Madison,WI01854
39-6006492 IRC 115 37,371       Sponsored Research Sub-Award
(197) Regents of the University of California - Santa Cruz
1156 High St
Santa Cruz,CA95064
94-1539563 IRC 115 36,401       Sponsored Research Sub-Award
(198) Mount Holyoke College
50 College St
South Hadley,MA01075
04-2103578 IRC 501(c)(3) 35,579       Sponsored Research Sub-Award
(199) Rockefeller University
1230 York Ave
New York,NY10065
13-1624158 IRC 501(c)(3) 35,010       Sponsored Research Sub-Award
(200) University of Maryland Baltimore
Office of Research Admi Adv
3112 Lee Building
College park,MD207425141
52-6002033 IRC 115 35,000       SPONSORED RESEARCH SUB-AWARD
(201) Rice University
6100 Main St - MS70
Ctr for Nanoscale Sci Tech
Houston,TX77005
74-1109620 IRC 501(c)(3) 34,569       Sponsored Research Sub-Award
(202) Texas Biomedical Research Institute
7620 N W Loop 410
San Antonio,TX782275301
74-1109630 IRC 501(c)(3) 33,613       SPONSORED RESEARCH SUB-AWARD
(203) Western Washington University
516 High St
Bellingham,WI98225
91-6000562 IRC 115 33,284       Sponsored Research Sub-Award
(204) Montana State University
211 Montana Hall
Bozeman,MT597172420
81-6010045 IRC 115 33,066       Sponsored Research Sub-Award
(205) Institute on Taxation and Economic Policy
Washington DC Office
1616 P Street NW Suite 200
Washington,DC20036
04-2688165 IRC 501(c)(3) 30,000       SPONSORED RESEARCH SUB-AWARD
(206) San Francisco State University
1600 Holloway Avenue HSS 204
San Francisco,CA941321722
93-1137247 IRC 115 30,000       SPONSORED RESEARCH SUB-AWARD
(207) TSNE Mission Works
89 South Street Suite 700
Boston,MA02111
NOT EXEMPT 29,790       Sponsored Research Sub-Award
(208) Bunker Hill Community College
250 New Rutherford Ave
Boston,MA02135
04-6002284 IRC 115 29,709       Sponsored Research Sub-Award
(209) Raytheon BBN Technologies Corp
870 Winter St
Waltham,MA02451
NOT EXEMPT 29,427       Sponsored Research Sub-Award
(210) University of Massachusetts - Boston
100 Morrissey Blvd
Boston,MA021253393
04-3167352 IRC 115 27,750       Sponsored Research Sub-Award
(211) H Lee Moffitt Cancer Center and Research Institute
12902 MAGNOLIA DRIVE
TAMPA,FL33612
59-2451713 IRC 501(C)(3) 27,527       Sponsored Research Sub-Award
(212) Bucknell University
701 Moore Ave
Lewisburg,PA17837
24-0772407 IRC 501(c)(3) 26,995       SPONSORED RESEARCH SUB-AWARD
(213) Mayo Clinic
4500 San Pablo Road
Jacksonville,FL32224
59-3337028 IRC 501(C)(3) 26,951       Sponsored Research Sub-Award
(214) Cedars-Sinai Medical Center
8700 Beverly Boulevard Suite 2416
LOS ANGELES,CA06030
95-1644600 IRC 501(C)(3) 25,683       Sponsored Research Sub-Award
(215) Hebrew Rehabilitation Center for Aged
1200 Centre St
Roslindale,MA02131
04-2104298 IRC 501(c)(3) 25,564       Sponsored Research Sub-Award
(216) Technical Education Research Centers Inc
2067 Massachusetts Ave
Cambridge,MA02140
04-6134355 IRC 501(c)(3) 25,390       Sponsored Research Sub-Award
(217) BJC HealthCare
4901 FOREST PARK AVE MS 90-75-570
ST LOUIS,MO02111
43-1617558 IRC 501(C)(3) 25,279       SPONSORED RESEARCH SUB-AWARD
(218) BRIDGE OVER TROUBLED WATERS INC
47 West Street
Boston,MA02111
04-2472126 IRC 501(c)(3) 25,234       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(219) ISABELLA STEWART GARDNER MUSEUM
25 Evans Way
Boston,MA02115
04-2104334 IRC 501(c)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(220) AMERICAN REPERTORY THEATRE
64 Brattle Street
Cambridge,MA02138
04-2665867 IRC 501(c)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(221) UNITED WAY OF BUFFALO AND ERIE COUNTY
742 Delaware Ave
Buffalo,NY14209
16-0743969 IRC 501(c)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(222) University of Mississippi Foundation
406 University Avenue
Oxford,MS38655
23-7310293 IRC 501(c)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(223) CLOUD FOUNDATION
647 Boylston St
Boston,MA02116
22-3681278 IRC 501(c)(3) 25,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(224) University of Connecticut Health Center
263 Farmington Avenue
Farmington,CT06030
23-7187838 IRC 501(c)(3) 24,889       SPONSORED RESEARCH SUB-AWARD
(225) Community Action Agency of Somerville
66-70 Union Sq
Somerville,MA02143
04-2740838 IRC 501(c)(3) 24,033       Sponsored Research Sub-Award
(226) Montefiore Med CtrAlbert Einstein Coll of Med
Office of Spons Research Prog
Bronx,NY104672490
13-1740114 IRC 501(c)(3) 23,590       SPONSORED RESEARCH SUB-AWARD
(227) Prince George's Community College
301 Largo Rd
Largo,MD207742199
23-7011243 Exempt 23,062       SPONSORED RESEARCH SUB-AWARD
(228) George Washington University
2121 I St NW
601B Rice Hall
Washington,DC20052
53-0196584 IRC 501(c)(3) 22,188       Sponsored Research Sub-Award
(229) American Institutes for Research
3333 K Street NW 3rd floor
Washington,DC20007
32-0007230 IRC 501(C)(3) 20,559       SPONSORED RESEARCH SUB-AWARD
(230) YMCA OF GREATER BOSTON
316 Huntington Ave
Boston,MA02115
04-2103551 IRC 501(c)(3) 20,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(231) DotHouse Health
1353 Dorchester Avenue
Dorchester,MA02122
04-3433538 IRC 501(C)(3) 20,000       Sponsored Research Sub-Award
(232) Dimock Community Health Center
55 Dimock St
Roxbury,MA02119
04-3487835 IRC 501(c)(3) 20,000       SPONSORED RESEARCH SUB-AWARD
(233) Choate Rosemary Hall
333 Christian Street
Wallingford,CT06492
06-0910420 IRC 501(c)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(234) Buffalo Philharmonic Orchestra
786 Delaware Avenue
BUFFALO,NY14209
16-0755739 IRC 501(c)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(235) WNED FOUNDATION INC
PO Box 1263
Buffalo,NY14240
16-1613963 IRC 501(c)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(236) RICHARDSON CENTER CORPORATION
444 Forest Avenue
Buffalo,NY14213
20-5148995 IRC 501(c)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(237) Salvation Army
615 Slaters Lane
Alexandria,VA22314
22-2406433 IRC 501(c)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(238) Shaw Festival Foundation
200 Delaware Ave Ste 900
BUFFALO,NY14202
22-2809351 IRC 501(c)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(239) FOOD FOR FREE COMMITTEE INC
11 Inman St
Cambridge,MA02139
22-2561771 IRC 501(c)(3) 20,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(240) Invenio Imaging Inc
1600 ADAMS DR
Suite 116
MENLO PARK,CA94025
NOT EXEMPT 19,600       SPONSORED RESEARCH SUB-AWARD
(241) Oregon State University
PO Box 1086
Corvallis,OR97339
48-1278540 IRC 501(c)(6) 19,115       Sponsored Research Sub-Award
(242) Pixels for Humans LLC
35 Falcon Circle
East Greenwich,RI028181306
NOT EXEMPT 18,775       SPONSORED RESEARCH SUB-AWARD
(243) University of Texas - Austin
PO Box 7996 Main Building 302
Austin,TX787121111
74-6000203 IRC 115 18,578       Sponsored Research Sub-Award
(244) Center for an Urban Future
120 Wall Street 20th Floor
New York,NY10005
13-3185114 IRC 501(C)(3) 18,500       SPONSORED RESEARCH SUB-AWARD
(245) Children's Hospital of Alabama
1600 7TH AVE SOUTH
BIRMINGHAM,AL35233
63-0307306 IRC 501(C)(3) 18,467       SPONSORED RESEARCH SUB-AWARD
(246) Dartmouth Medical School
Department of Biochemistry
Darmouth Medical School
Hanover,NH03656
02-0222111 Exempt 18,224       SPONSORED RESEARCH SUB-AWARD
(247) Alfred I DuPont Hospital for Children
1600 Rockland Road
Wilmington,DE19803
IRC 501(C)(3) 17,939       SPONSORED RESEARCH SUB-AWARD
(248) Oklahoma State University
207A Whitehurst Hall
Stillwater,OK73078
73-6017987 IRC 115 17,660       Sponsored Research Sub-Award
(249) Los Alamos National Laboratory
IGPP at Los Alamos Mail Stop C305
Warehouse SM 30 Bikini Atoll Road
Los Alamos,NM87545
GOVERNMENTAL UNIT 17,448       Sponsored Research Sub-Award
(250) Torn Space Theater
270 Lafayette Avenue
Buffalo,NY14213
33-1159716 IRC 501(c)(3) 17,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(251) Greater Minneapolis Crisis Nursery
4454 Fourth Avenue South
Minneapolis,MN55419
41-1379021 IRC 501(C)(3) 16,940       Sponsored Research Sub-Award
(252) CAMBRIDGE COMMUNITY CENTER
5 Callender St
Cambridge,MA02139
04-2477881 IRC 501(c)(3) 15,800       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(253) Regents of the University of California - Riverside
900 University Ave
Riverside,CA92521
95-6006142 IRC 115 15,714       Sponsored Research Sub-Award
(254) San Diego State University
5500 Campanile Drive
San Diego,CA92182
33-0373293 IRC 115 15,270       SPONSORED RESEARCH SUB-AWARD
(255) David Geffen School of Medicine at UCLA
Department of Neurology
Los Angeles,CA90095
95-4386558 IRC 115 15,157       SPONSORED RESEARCH SUB-AWARD
(256) WESTERN NEW YORK RAILWAY HISTORICAL SOCIETY INC
100 Lee Street
Buffalo,NY14210
22-2328484 IRC 501(c)(3) 15,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(257) BUILDING PATHWAYS INC
PO Box 190900
Roxbury,MA02119
47-5276622 IRC 501(c)(3) 15,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(258) ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORP
18R Shepard Street
Suite 100
Brighton,MA02135
04-2716278 IRC 501(c)(3) 14,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(259) Michigan State University
426 Auditorium Rd Rm 350
East Lansing,MI48824
38-6005984 IRC 115 14,448       Sponsored Research Sub-Award
(260) University of Massachusetts - Lowell
One University Ave
Lowell,MA01854
04-2607130 IRC 115 13,843       SPONSORED RESEARCH SUB-AWARD
(261) Indiana University Foundation
PO Box 500
Bloomington,IN47402
35-6018940 IRC 501(c)(3) 13,089       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(262) Y2Y NETWORK INC
10 Ware Street
Cambridge,MA02138
82-1755423 IRC 501(c)(3) 13,065       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(263) Atrius Health Inc
275 Grove St
Riverside Center
Newton,MA03656
04-3397450 IRC 501(c)(3) 12,929       Sponsored Research Sub-Award
(264) The Regents of the University of Colorado
Dept of Preventive Medicine and
Biometrics
Denver,CO80262
84-6000555 IRC 115 12,868       SPONSORED RESEARCH SUB-AWARD
(265) University of Kentucky
10 Funkhouser Building
Lexington,KY40506
61-6001218 IRC 115 12,816       SPONSORED RESEARCH SUB-AWARD
(266) AGAINST MALARIA FOUNDATION US
310 W 20th Street
Suite 300
Kansas City,MO64108
20-3069841 IRC 501(c)(3) 12,580       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(267) REACH BEYOND DOMESTIC VIOLENCE INC
PO Box 540024
Waltham,MA02454
04-2735449 IRC 501(c)(3) 12,580       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(268) ASPEN ART MUSEUM
637 E Hyman Ave
Aspen,CO81611
84-0746671 IRC 501(c)(3) 12,500       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(269) Center for EcoTechnology
112 Elm St
Pittsfield,MA01201
NOT EXEMPT 12,500       SPONSORED RESEARCH SUB-AWARD
(270) WEST END HOUSE INC
105 Allston St
Allston,MA02134
04-2105825 IRC 501(c)(3) 12,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(271) Washington University School of Medicine
660 S Euclid Ave
St Louis,MO63110
43-0653611 IRC 501(C)(3) 12,154       Sponsored Research Sub-Award
(272) CHA Family Health North
2067 Massachusetts Avenue
Cambridge,MA02140
IRC 501(C)(3) 12,065       SPONSORED RESEARCH SUB-AWARD
(273) Boston VA Research Institute Inc
150 S Huntington Ave JP - 151B
Room 11B-60
Boston,MA02130
04-3081524 IRC 501(c)(3) 12,040       SPONSORED RESEARCH SUB-AWARD
(274) MUSIC ASSOCIATES OF ASPEN INC
225 MUSIC SCHOOL ROAD
ASPEN,CO81611
84-0445087 IRC 501(c)(3) 12,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(275) CITIZENS OF THE WORLD INC
3 GOLD STAR PLACE
CAMBRIDGE,MA02140
47-3734819 IRC 501(C)(3) 12,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(276) American University
4400 Massachusetts Ave NW
Washington,DC20016
53-0196549 IRC 501(c)(3) 11,931       Sponsored Research Sub-Award
(277) Massachusetts College of Pharmacy and Health Sciences
179 Longwood Ave
Boston,MA02115
04-2104700 IRC 501(c)(3) 11,599       Sponsored Research Sub-Award
(278) SAINT JAMES CHURCH
865 Madison Ave
New York,NY10021
13-5600388 IRC 501(c)(3) 11,500       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(279) JACKSON MANN COMMUNITY CENTER
500 CAMBRIDGE STREET
ALLSTON,MA02134
04-2589717 IRC 501(C)(3) 11,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(280) Sanford Research
2301 E 60th St North
2301 East 60th Street North
Sioux Falls,SD57104
46-0462161 IRC 501(c)(3) 10,985       Sponsored Research Sub-Award
(281) Mathematica Policy Research Inc
Mathematica Policy Research Inc
600 Maryland Avenue SW
Washington,DC200242512
Not exempt 10,804       SPONSORED RESEARCH SUB-AWARD
(282) Ohio University
Office of Research Spons Prog
105 Research Technology Center
Athens,OH457012979
31-6402113 IRC 115 10,490       Sponsored Research Sub-Award
(283) Springfield Technical Community College
1 Armory Sq
Springfield,MA01102
04-2444774 Exempt 10,437       Sponsored Research Sub-Award
(284) CAMBRIDGE COMMUNITY FOUNDATION
99 Bishop Allen Drive
Cambridge,MA02138
04-6012492 IRC 501(C)(3) 10,413       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(285) San Diego State University Research Foundation
5250 Campanile Dr
San Diego,CA92182
95-6042721 IRC 501(c)(3) 10,305       Sponsored Research Sub-Award
(286) GHESKIO
68 Jay Street suite 201
Brooklyn,NY11201
98-0158310 IRC 501(c)(3) 10,165       SPONSORED RESEARCH SUB-AWARD
(287) CAMBRIDGE FAMILY AND CHILDRENS SERVICE
60 Gore St
Cambridge,MA02141
04-2104057 IRC 501(c)(3) 10,100       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(288) ST BERNARDS SCHOOL INC
4 E 98th St
New York,NY10029
13-1255270 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(289) Brearley School
610 E 83rd St
New York,NY10028
13-1623915 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(290) WHITNEY MUSEUM OF AMERICAN ART
945 Madison Avenue
New York,NY10021
13-1789318 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(291) Nichols School
1250 Amherst St
BUFFALO,NY14216
16-0755808 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(292) ROSWELL PARK ALLIANCE FOUNDATION
ELM CARLTON STS
BUFFALO,NY14263
16-1391608 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(293) Curtis Institute of Music
1726 Locust Street
Philadelphia,PA19103
23-1585611 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(294) CARE USA
12101 New Hampshire Avenue
Silver Spring,MD20904
80-0791500 IRC 501(c)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(295) University of South Carolina
1600 Hampton Street
Suite 414
Columbia,SC29208
IRC 115 10,000       SPONSORED RESEARCH SUB-AWARD
(296) INTERNATIONAL PHYSICIANS FOR THE PREV OF NUC WAR
339 Pleasant Street
Third Floor
Malden,MA02148
04-2702110 IRC 501(c)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(297) BOSTON MUNICIPAL RESEARCH BUREAU
333 Washington St
Boston,MA02108
22-2673755 IRC 501(c)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(298) AAMC
174 East 80th Street
New York,NY10075
80-0083168 IRC 501(c)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(299) Urban Institute
2100 M Street NW
Washington,DC20037
52-0880375 IRC 501(C)(3) 9,705       SPONSORED RESEARCH SUB-AWARD
(300) Washington State University
PO Box 643140
Pullman,WA99164
91-6001108 IRC 115 9,418       Sponsored Research Sub-Award
(301) The University of Memphis
3720 Alumni Ave
Memphis,TN38152
62-0648618 IRC 115 9,000       Sponsored Research Sub-Award
(302) ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT
2201 Washington Street
Suite 302
Roxbury,MA02119
04-3228509 IRC 501(c)(3) 8,803       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(303) MUSIC AND YOUTH INITIATIVE INC
398 Columbus Avenue
Suite 307
Boston,MA02116
22-2767066 IRC 501(c)(3) 8,803       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(304) Grand Canyon Trust
2601 N FORT VALLEY ROAD
FLAGSTAFF,AZ86001
86-0512633 IRC 501(c)(3) 8,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(305) FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 Seaport Boulevard
Boston,MA02210
11-0303001 IRC 501(c)(3) 8,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(306) VERONICA SMITH MULTI SERVICE SENIOR CENTER
20 Chestnut Hill Avenue
Brighton,MA02135
22-2482914 IRC 501(c)(3) 7,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(307) SAINTS COSMAS AND DAMIAN SOCIETY
PO Box 1877
Anniston,AL36202
20-5183664 IRC 501(c)(3) 7,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(308) Natural History Museum of Los Angeles County
900 Exposition Blvd
Los Angeles,CA90007
95-6132185 IRC 501(C)(3) 7,483       Sponsored Research Sub-Award
(309) Davidson College
Grants Contracts
Box 7149
Davidson,NC28035
56-0529961 IRC 501(c)(3) 7,466       SPONSORED RESEARCH SUB-AWARD
(310) William Mitchell College of Law
875 Summit Avenue
St Paul,MN55105
41-0518750 IRC 501(C)(3) 7,057       SPONSORED RESEARCH SUB-AWARD
(311) Missouri Botanical Garden
4344 Shaw Blvd
St Louis,MO63110
43-0666759 IRC 501(c)(3) 6,957       Sponsored Research Sub-Award
(312) Valley Settlement
520 South Third Street Suite 9
Carbondale,CO81623
81-2401368 IRC 501(C)(3) 6,724       Sponsored Research Sub-Award
(313) CAMBRIDGE CHAMBER OF COMMERCE
600 ONE KENDALL SQUARE
6-105
CAMBRIDGE,MA02139
04-1144780 IRC 501(C)(6) 6,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(314) San Francisco Ballet Association
455 Franklin St
San Francisco,CA94102
94-1415298 IRC 501(c)(3) 6,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(315) Texas State University
601 University Drive
JC Kellan Suite 420
San Marcos,TX78666
74-6000079 IRC 115 5,985       SPONSORED RESEARCH SUB-AWARD
(316) Association of Children's Museums
2511 Jefferson Davis Highway
Suite 600
Arlington,VA22202
95-4087882 IRC 501(c)(3) 5,782       SPONSORED RESEARCH SUB-AWARD
(317) Princeton University
701 Carnegie Center Ste 445
Princeton University
Princeton,NJ08540
21-0634501 IRC 501(c)(3) 5,555       Sponsored Research Sub-Award
(318) Dancers Group
44 Gough St Ste 201
San Francisco,CA94103
94-2879185 IRC 501(c)(3) 5,500       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(319) CAMBRIDGE CAMPING ASSOCIATION
99 Bishop Allen Drive
Cambridge,MA02138
04-6002073 IRC 501(c)(3) 5,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
223
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
96
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) GRADUATE TUITION & FEES GRANTS 8299 243,064,135      
(2) UNDERGRAD. TUITION, FEES, & STIP. GRANTS 4079 193,722,321      
(3) GRADUATE STUDENT STIPEND GRANTS 4374 89,569,440      
(4) STIPENDS - POST-DOC. STUDENTS & FELLOWS 531 32,466,747      
(5) OTHER STUDENT GRANTS, PRIZES & AWARDS 8069 25,830,580      
(6) GRANTS & AWARDS TO NON-HARVARD INDIV. 975 12,871,285      
(7) STUDENT LOAN REPAYMENT PROGRAMS & FORGIVEN LOANS 766 10,301,399      
(8) OTHER UNDERGRADUATE GRANTS, PRIZES & AWARDS 1844 6,770,475      
(9) TRAINING GRANTS 32 500,242      
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
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 91 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 REQUEST 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 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 I (Form 990) 2018



Additional Data


Software ID: 18007697
Software Version: 2018v3.1


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DREW GILPIN FAUST
 
SEE SCHEDULE O
(i)

(ii)
987,027
-------------
0
1,000,000
-------------
0
1,479,759
-------------
0
34,815
-------------
0
110,646
-------------
0
3,612,247
-------------
0
1,200,000
-------------
0
2LAWRENCE S BACOW
 
FELLOW/PRESIDENT AS OF 07/01/2018
(i)

(ii)
477,174
-------------
0
0
-------------
0
45,834
-------------
0
34,815
-------------
0
12,249
-------------
0
570,072
-------------
0
0
-------------
0
3KAREN GORDON MILLS
 
FELLOW; SENIOR FELLOW AT HBS
(i)

(ii)
155,464
-------------
0
0
-------------
0
1,777
-------------
0
17,539
-------------
0
7,362
-------------
0
182,142
-------------
0
0
-------------
0
4PAUL ANDREW
 
V.P. PUBLIC AFFAIRS AND COMM.
(i)

(ii)
415,259
-------------
0
20,000
-------------
0
196
-------------
0
34,815
-------------
0
25,547
-------------
0
495,817
-------------
0
0
-------------
0
5ALAN M GARBER
 
PROVOST
(i)

(ii)
698,066
-------------
0
30,000
-------------
0
2,454
-------------
0
34,815
-------------
0
160,882
-------------
0
926,217
-------------
0
0
-------------
0
6MARC L GOODHEART
 
V.P. AND SECRETARY OF THE UNIVERSITY
(i)

(ii)
358,397
-------------
0
30,000
-------------
0
19,248
-------------
0
35,129
-------------
0
28,136
-------------
0
470,910
-------------
0
0
-------------
0
7MARILYN M HAUSAMMANN
 
V.P. FOR HUMAN RESOURCES
(i)

(ii)
366,170
-------------
0
20,000
-------------
0
20,763
-------------
0
34,815
-------------
0
27,605
-------------
0
469,353
-------------
0
0
-------------
0
8THOMAS J HOLLISTER
 
V.P. FOR FINANCE AND C.F.O.
(i)

(ii)
505,829
-------------
0
20,000
-------------
0
20,242
-------------
0
34,815
-------------
0
31,682
-------------
0
612,569
-------------
0
0
-------------
0
9ROBERT W IULIANO
 
SENIOR V.P. AND GENERAL COUNSEL; DEPUTY TO THE PRESIDENT UNTIL 6/30/2019
(i)

(ii)
599,223
-------------
0
40,000
-------------
0
39,277
-------------
0
35,029
-------------
0
25,879
-------------
0
739,409
-------------
0
0
-------------
0
10KATHERINE N LAPP
 
EXECUTIVE VICE PRESIDENT
(i)

(ii)
686,371
-------------
0
30,000
-------------
0
20,912
-------------
0
34,815
-------------
0
9,440
-------------
0
781,537
-------------
0
0
-------------
0
11DIANE LOPEZ
 
V.P. AND GENERAL COUNSEL AS OF 06/01/2019
(i)

(ii)
358,503
-------------
0
11,000
-------------
0
7,762
-------------
0
35,029
-------------
0
25,848
-------------
0
438,142
-------------
0
0
-------------
0
12ANNE H MARGULIES
 
V.P. AND CHIEF INFORMATION OFFICER
(i)

(ii)
419,406
-------------
0
70,000
-------------
0
19,874
-------------
0
34,815
-------------
0
24,393
-------------
0
568,488
-------------
0
0
-------------
0
13TAMARA ELLIOTT ROGERS
 
V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT UNTIL 11/30/2018
(i)

(ii)
584,478
-------------
0
50,000
-------------
0
169,625
-------------
0
34,815
-------------
0
22,023
-------------
0
860,941
-------------
0
0
-------------
0
14LEAH ROSOVSKY
 
V.P. FOR STRATEGY AND PROGRAMS UNTIL 12/31/2018
(i)

(ii)
340,635
-------------
0
0
-------------
0
19,573
-------------
0
34,815
-------------
0
26,654
-------------
0
421,677
-------------
0
0
-------------
0
15SARAH E THOMAS
 
V.P. FOR THE HARVARD LIBRARY UNTIL 02/28/2019
(i)

(ii)
337,836
-------------
0
15,000
-------------
0
20,169
-------------
0
34,815
-------------
0
12,034
-------------
0
419,853
-------------
0
0
-------------
0
16MEREDITH WEENICK
 
V.P. FOR CAMPUS SERVICES
(i)

(ii)
375,708
-------------
0
30,000
-------------
0
20,915
-------------
0
34,815
-------------
0
11,684
-------------
0
473,123
-------------
0
0
-------------
0
17JEFFREY S FLIER
 
SEE SCHEDULE O
(i)

(ii)
373,059
-------------
0
0
-------------
0
20,751
-------------
0
34,815
-------------
0
29,146
-------------
0
457,771
-------------
0
0
-------------
0
18BARBARA J MCNEIL
 
SEE SCHEDULE O
(i)

(ii)
368,240
-------------
0
0
-------------
0
40,668
-------------
0
34,815
-------------
0
2,253
-------------
0
445,975
-------------
0
0
-------------
0
19MICHAEL D SMITH
 
DEAN, FACULTY OF ARTS & SCIENCES UNTIL 08/14/2018
(i)

(ii)
585,406
-------------
0
20,000
-------------
0
50,776
-------------
0
34,815
-------------
0
70,773
-------------
0
761,770
-------------
0
0
-------------
0
20GEORGE Q DALEY
 
DEAN, FACULTY OF MEDICINE
(i)

(ii)
803,650
-------------
0
0
-------------
0
20,363
-------------
0
34,815
-------------
0
141
-------------
0
858,969
-------------
0
0
-------------
0
21CLAUDINE GAY
 
DEAN, FACULTY OF ARTS & SCIENCES AS OF 08/15/2018
(i)

(ii)
409,034
-------------
0
0
-------------
0
19,456
-------------
0
34,815
-------------
0
24,257
-------------
0
487,562
-------------
0
0
-------------
0
22NITIN NOHRIA
 
DEAN, FACULTY OF BUSINESS
(i)

(ii)
694,040
-------------
0
25,000
-------------
0
20,286
-------------
0
34,815
-------------
0
130,366
-------------
0
904,507
-------------
0
0
-------------
0
23MICHAEL TUSHMAN
 
FACULTY
(i)

(ii)
422,999
-------------
210,563
31,494
-------------
0
1,348,960
-------------
0
34,815
-------------
0
25,925
-------------
0
1,864,193
-------------
210,563
0
-------------
0
24CARLISS Y BALDWIN
 
FACULTY
(i)

(ii)
206,783
-------------
0
10,497
-------------
0
1,284,959
-------------
0
25,237
-------------
0
12,290
-------------
0
1,539,766
-------------
0
0
-------------
0
25FRANCESCA GINO
 
FACULTY
(i)

(ii)
330,773
-------------
512,375
40,000
-------------
0
109,055
-------------
0
27,563
-------------
0
24,682
-------------
0
532,073
-------------
512,375
0
-------------
0
26STUART GILSON
 
FACULTY
(i)

(ii)
344,587
-------------
539,725
10,000
-------------
0
42,317
-------------
0
34,815
-------------
0
26,068
-------------
0
457,787
-------------
539,725
0
-------------
0
27DAVID J MALAN
 
FACULTY
(i)

(ii)
367,013
-------------
0
0
-------------
0
533,212
-------------
0
34,815
-------------
0
12,165
-------------
0
947,205
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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.
Schedule J, Part II SCHEDULE J SUPPLEMENTAL INFORMATION FELLOW KAREN GORDON MILLS HAD A PAID FACULTY APPOINTMENT DURING CALENDAR YEAR 2018 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).
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, TWO OFFICERS 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 TWO OFFICERS AND ONE KEY EMPLOYEE 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 REIMBURSEMENTS. THREE OFFICERS, THREE HIGHEST COMPENSATED EMPLOYEES AND ONE FORMER OFFICER RECEIVED THIS BENEFIT PURSUANT TO UNIVERSITY INTERNAL REVIEW PROCESSES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use AS PRESIDENT, THE UNIVERSITY PROVIDED FORMER PRESIDENT FAUST WITH A RESIDENCE IN CAMBRIDGE UNTIL 6/30/2018. THE USE OF THE RESIDENCE WAS REQUIRED AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $81,968 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. THE UNIVERSITY PROVIDES PROVOST GARBER WITH A RESIDENCE IN CAMBRIDGE AND REQUIRES 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 $134,139 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. HARVARD BUSINESS SCHOOL (HBS) PROVIDES DEAN NOHRIA WITH A RESIDENCE IN ALLSTON AND REQUIRES 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 $105,840 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. THE FACULTY OF ARTS AND SCIENCES (FAS) PROVIDED DEAN SMITH WITH A RESIDENCE IN CAMBRIDGE UNTIL 08/14/2018. THE USE OF THE RESIDENCE WAS REQUIRED AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF FAS. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $47,316 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II.
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 TWO OFFICERS AND ONE KEY EMPLOYEE AND PAID COMMERCIAL CLUB OF BOSTON 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 LIKE MANY OF ITS PEERS, HARVARD UNIVERSITY MAY MAINTAIN A DEFERRED COMPENSATION ACCOUNT ("DCA") FOR EMPLOYEES IN LIMITED CIRCUMSTANCES TO RECOGNIZE EXCEPTIONAL SERVICE AND ENCOURAGE RETENTION. THE DCA REFERENCED HERE WAS FOR FORMER PRESIDENT FAUST. UNDER THE TERMS OF THE PLAN, HARVARD'S BOARD OF TRUSTEES (KNOWN AS THE HARVARD CORPORATION) DETERMINES ANNUALLY WHETHER AND HOW MUCH TO CONTRIBUTE TO THE DCA. AMOUNTS CONTRIBUTED TO THE DCA VEST ACCORDING TO A THREE- YEAR PLAN CYCLE IN WHICH ALL AMOUNTS CONTRIBUTED IN YEARS 1, 2, AND 3 VEST AFTER YEAR 3. THE THREE- YEAR PLAN CYCLE RAN FROM CALENDAR YEAR 2015 TO CALENDAR YEAR 2017, AND VESTED IN CALENDAR 2018. OVER THE THREE-YEAR PLAN CYCLE FROM CALENDAR YEAR 2015 TO CALENDAR YEAR 2017, THE DCA WAS CREDITED WITH A TOTAL OF $1,200,000. UNDER THE TERMS OF THE DCA, THE CREDITED AMOUNTS VESTED AND WERE PAID OUT IN CALENDAR YEAR 2018. TOGETHER WITH ASSOCIATED INVESTMENT EARNINGS ON THE CREDITED SUMS, THE PAYOUT TOTALED $1,448,114, WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE PAYOUT WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C OF PRIOR FORMS 990 IS $1,200,000. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN F. THE PURPOSE OF COLUMN F IS TO ALERT THE READER THAT THE LISTED COMPENSATION IS REPORTED TWICE. FIRST IN THE YEARS CREDITED AND AGAIN IN THE YEAR VESTED. 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, TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED PAYMENTS, WHICH HAS BEEN REPORTED IN 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 (Form 990) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number
04-2103580
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57585KGP7 01-15-2004 103,670,000 SERIES R 1-5 (SEE PART VI)   X   X   X
B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57585KGP7 04-14-2005 13,490,000 SERIES R 6 (SEE PART VI)   X   X   X
C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57585KGP7 04-03-2006 14,040,000 SERIES R 7 (SEE PART VI)   X   X   X
D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57586EQE4 01-20-2010 531,814,469 SERIES 2010A (SEE PART VI) X     X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57583R5Q4 11-17-2010 663,862,239 SERIES 2010B (SEE PART VI) X     X   X
Massachusetts Development Finance Agency
 
04-3431814 57584XYD7 10-20-2016 1,930,251,069 Series 2016A (See Part VI)   X   X   X
Massachusetts Development Finance Agency
 
04-3431814 MULTIPLES 08-10-2018 1,000,000,000 Series 2018EE (See Part VI)   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 0 27,570,000
2 Amount of bonds legally defeased .............. 0 0 0 402,840,000
3 Total proceeds of issue .................. 103,670,000 13,491,079 14,043,650 533,205,724
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 20,489,954
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 2,755,155
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 198,239,905
11 Other spent proceeds ............. 103,670,000 13,491,079 14,043,650 311,720,710
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2014
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X X  
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X     X X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X       X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.02 % 0.06 %   0.19 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0.02 %   0.05 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0.24 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?............. X   X     X X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.82 % 0.28 %   17.6 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X   X       X  
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X     X
c No rebate due? .........   X   X   X X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
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, SERIES R 7, AND SERIES 2010A. 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, EXCEPT IN THE CASE OF COMMERCIAL PAPER ISSUES (SERIES 2018EE) FOR WHICH LINE 3 OF PART II REPRESENTS THE BALANCE OUTSTANDING ON JUNE 30, 2019 AND COLUMN E OF PART I REPRESENTS THE FULL AUTHORIZED AMOUNT OF THE COMMERCIAL PAPER PROGRAM
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 IV, Line 2c ARBITRAGE: COLUMN D (SERIES 2010A): THE REBATE COMPUTATION WAS PERFORMED IN AUGUST 2014 AS OF JUNE 30, 2014. NO REBATE WAS DUE. COLUMN A (SERIES 2010B): THE REBATE COMPUTATION WAS PERFORMED IN AUGUST 2015 AS OF JUNE 30, 2015. NO REBATE WAS DUE. SERIES 2018EE: NO REBATE COMPUTATION WAS NEEDED IN RELATION TO THE UNIVERSITY'S COMMERCIAL PAPER SERIES BECAUSE NO PROCEEDS WERE INVESTED PRIOR TO BEING SPENT
Schedule K, Part II, Line 13 SUBSTANTIAL COMPLETION COLUMN C (SERIES 2018EE): ONE OR MORE PROJECTS FINANCED BY THIS BOND SERIES WAS NOT SUBSTANTIALLY COMPLETE AS OF JUNE 30, 2019, ALTHOUGH ALL PROCEEDS DRAWN FOR THE PROJECT HAVE PREVIOUSLY BEEN SPENT
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 2010A), COLUMN F: SERIES 2010A WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 3/9/06, 12/21/07 AND 7/22/09; TO REFUND PORTIONS OF SERIES Z, ISSUED 11/9/00, AND SERIES FF, ISSUED 7/24/02 AND PAY RELATED COSTS; AND TO FINANCE THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A BUILDING AND RELATED RENOVATIONS AND UTILITY INFRASTRUCTURE UPGRADES AT HARVARD LAW SCHOOL, 1585 MASSACHUSETTS AVE, CAMBRIDGE; (II) A RENOVATION OF BUILDING SPACE AND A BOILER REPLACEMENT AND ANCILLARY SYSTEM UPGRADE IN THE BLACKSTONE PLANT, 46 BLACKSTONE STREET, CAMBRIDGE; (III) A RETROFIT OF EXISTING HVAC SYSTEMS FOR LARSEN HALL, 14 APPIAN WAY, CAMBRIDGE; (IV) MAINTENANCE AND TOWER RESTORATION AT LOWELL HOUSE, 10 HOLYOKE PLACE, CAMBRIDGE; (V) RENOVATION OF ADMINISTRATIVE OFFICE AND CLASSROOM SPACE IN PIERCE HALL, 25 OXFORD STREET, CAMBRIDGE; AND (VI) RENOVATION, RECONSTRUCTION, AND EXPANSION OF HARVARD UNIVERSITY ART MUSEUMS, 32 QUINCY STREET, CAMBRIDGE. ROW A (SERIES 2010B), COLUMN F: SERIES 2010B WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/21/07 AND 7/22/09; TO REFUND SERIES L, ISSUED 10/4/89, SERIES BB, ISSUED 11/9/00, AND SERIES HH, ISSUED 10/29/03, AND PORTIONS OF SERIES FF, ISSUED 7/24/02 AND PAY RELATED COSTS; AND TO FINANCE THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A BUILDING AND RELATED RENOVATIONS AND UTILITY INFRASTRUCTURE UPGRADES AT HARVARD LAW SCHOOL, 1585 MASSACHUSETTS AVE, CAMBRIDGE; (II) RENOVATION, RECONSTRUCTION, AND EXPANSION OF HARVARD UNIVERSITY ART MUSEUMS, 32 QUINCY STREET, CAMBRIDGE; (III) UTILITY INFRASTRUCTURE UPGRADES AT HARVARD LAW SCHOOL, 1585 MASSACHUSETTS AVE, CAMBRIDGE; (IV) RENOVATIONS AND ADDITIONS AT THE HARVARD DEPOSITORY, 1 PINE HILL DRIVE, SOUTHBOROUGH; (V) RENOVATION OF ADMINISTRATIVE OFFICE SPACE IN HOLYOKE CENTER, 1350 MASSACHUSETTS AVENUE, CAMBRIDGE; (VI) RENEWAL AND RENOVATIONS AT WINTHROP HOUSE, 8 MILL STREET, CAMBRIDGE; AND (VII) MAINTENANCE AND TOWER RESTORATION AT ADAMS HOUSE, 10 LINDEN STREET, 13-21 & 53 BOW STREET, AND 26 PLYMPTON STREET, CAMBRIDGE. ROW B (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 C (SERIES 2018EE), COLUMN F: SERIES 2018EE, CONSISTING OF TAX-EXEMPT COMMERCIAL PAPER, WAS ISSUED TO PROVIDE SHORT-TERM FINANCING 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, A RESIDENTIAL BUILDING LOCATED AT 10 HOLYOKE PL, CAMBRIDGE
Schedule K, Part I, Column (c) CUSIP ROW C (SERIES 2018EE), COLUMN C: SERIES 2018EE CONSISTED OF TAX-EXEMPT COMMERCIAL PAPER, AND THUS WAS REPRESENTED BY MULTIPLE CUSIPS
Schedule K, Part I, Column (e) ISSUE PRICE ROW C (SERIES 2018EE), COLUMN E: SERIES 2018EE CONSISTED OF TAX-EXEMPT COMMERCIAL PAPER, WITH AN AUTHORIZED AMOUNT OF $1,000,000,000. $350 MILLION WAS OUTSTANDING ON 6/30/
Schedule K, Part IV, Line 2c COLUMN D Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 08/01/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 08/15/2015
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number
04-2103580
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57585KGP7 01-15-2004 103,670,000 SERIES R 1-5 (SEE PART VI)   X   X   X
B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57585KGP7 04-14-2005 13,490,000 SERIES R 6 (SEE PART VI)   X   X   X
C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57585KGP7 04-03-2006 14,040,000 SERIES R 7 (SEE PART VI)   X   X   X
D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57586EQE4 01-20-2010 531,814,469 SERIES 2010A (SEE PART VI) X     X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57583R5Q4 11-17-2010 663,862,239 SERIES 2010B (SEE PART VI) X     X   X
Massachusetts Development Finance Agency
 
04-3431814 57584XYD7 10-20-2016 1,930,251,069 Series 2016A (See Part VI)   X   X   X
Massachusetts Development Finance Agency
 
04-3431814 MULTIPLES 08-10-2018 1,000,000,000 Series 2018EE (See Part VI)   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 0 27,570,000
2 Amount of bonds legally defeased .............. 0 0 0 402,840,000
3 Total proceeds of issue .................. 103,670,000 13,491,079 14,043,650 533,205,724
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 20,489,954
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 2,755,155
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 198,239,905
11 Other spent proceeds ............. 103,670,000 13,491,079 14,043,650 311,720,710
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2014
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X X  
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X     X X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X       X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.02 % 0.06 %   0.19 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0.02 %   0.05 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0.24 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?............. X   X     X X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.82 % 0.28 %   17.6 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X   X       X  
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X     X
c No rebate due? .........   X   X   X X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
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, SERIES R 7, AND SERIES 2010A. 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, EXCEPT IN THE CASE OF COMMERCIAL PAPER ISSUES (SERIES 2018EE) FOR WHICH LINE 3 OF PART II REPRESENTS THE BALANCE OUTSTANDING ON JUNE 30, 2019 AND COLUMN E OF PART I REPRESENTS THE FULL AUTHORIZED AMOUNT OF THE COMMERCIAL PAPER PROGRAM
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 IV, Line 2c ARBITRAGE: COLUMN D (SERIES 2010A): THE REBATE COMPUTATION WAS PERFORMED IN AUGUST 2014 AS OF JUNE 30, 2014. NO REBATE WAS DUE. COLUMN A (SERIES 2010B): THE REBATE COMPUTATION WAS PERFORMED IN AUGUST 2015 AS OF JUNE 30, 2015. NO REBATE WAS DUE. SERIES 2018EE: NO REBATE COMPUTATION WAS NEEDED IN RELATION TO THE UNIVERSITY'S COMMERCIAL PAPER SERIES BECAUSE NO PROCEEDS WERE INVESTED PRIOR TO BEING SPENT
Schedule K, Part II, Line 13 SUBSTANTIAL COMPLETION COLUMN C (SERIES 2018EE): ONE OR MORE PROJECTS FINANCED BY THIS BOND SERIES WAS NOT SUBSTANTIALLY COMPLETE AS OF JUNE 30, 2019, ALTHOUGH ALL PROCEEDS DRAWN FOR THE PROJECT HAVE PREVIOUSLY BEEN SPENT
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 2010A), COLUMN F: SERIES 2010A WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 3/9/06, 12/21/07 AND 7/22/09; TO REFUND PORTIONS OF SERIES Z, ISSUED 11/9/00, AND SERIES FF, ISSUED 7/24/02 AND PAY RELATED COSTS; AND TO FINANCE THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A BUILDING AND RELATED RENOVATIONS AND UTILITY INFRASTRUCTURE UPGRADES AT HARVARD LAW SCHOOL, 1585 MASSACHUSETTS AVE, CAMBRIDGE; (II) A RENOVATION OF BUILDING SPACE AND A BOILER REPLACEMENT AND ANCILLARY SYSTEM UPGRADE IN THE BLACKSTONE PLANT, 46 BLACKSTONE STREET, CAMBRIDGE; (III) A RETROFIT OF EXISTING HVAC SYSTEMS FOR LARSEN HALL, 14 APPIAN WAY, CAMBRIDGE; (IV) MAINTENANCE AND TOWER RESTORATION AT LOWELL HOUSE, 10 HOLYOKE PLACE, CAMBRIDGE; (V) RENOVATION OF ADMINISTRATIVE OFFICE AND CLASSROOM SPACE IN PIERCE HALL, 25 OXFORD STREET, CAMBRIDGE; AND (VI) RENOVATION, RECONSTRUCTION, AND EXPANSION OF HARVARD UNIVERSITY ART MUSEUMS, 32 QUINCY STREET, CAMBRIDGE. ROW A (SERIES 2010B), COLUMN F: SERIES 2010B WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/21/07 AND 7/22/09; TO REFUND SERIES L, ISSUED 10/4/89, SERIES BB, ISSUED 11/9/00, AND SERIES HH, ISSUED 10/29/03, AND PORTIONS OF SERIES FF, ISSUED 7/24/02 AND PAY RELATED COSTS; AND TO FINANCE THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A BUILDING AND RELATED RENOVATIONS AND UTILITY INFRASTRUCTURE UPGRADES AT HARVARD LAW SCHOOL, 1585 MASSACHUSETTS AVE, CAMBRIDGE; (II) RENOVATION, RECONSTRUCTION, AND EXPANSION OF HARVARD UNIVERSITY ART MUSEUMS, 32 QUINCY STREET, CAMBRIDGE; (III) UTILITY INFRASTRUCTURE UPGRADES AT HARVARD LAW SCHOOL, 1585 MASSACHUSETTS AVE, CAMBRIDGE; (IV) RENOVATIONS AND ADDITIONS AT THE HARVARD DEPOSITORY, 1 PINE HILL DRIVE, SOUTHBOROUGH; (V) RENOVATION OF ADMINISTRATIVE OFFICE SPACE IN HOLYOKE CENTER, 1350 MASSACHUSETTS AVENUE, CAMBRIDGE; (VI) RENEWAL AND RENOVATIONS AT WINTHROP HOUSE, 8 MILL STREET, CAMBRIDGE; AND (VII) MAINTENANCE AND TOWER RESTORATION AT ADAMS HOUSE, 10 LINDEN STREET, 13-21 & 53 BOW STREET, AND 26 PLYMPTON STREET, CAMBRIDGE. ROW B (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 C (SERIES 2018EE), COLUMN F: SERIES 2018EE, CONSISTING OF TAX-EXEMPT COMMERCIAL PAPER, WAS ISSUED TO PROVIDE SHORT-TERM FINANCING 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, A RESIDENTIAL BUILDING LOCATED AT 10 HOLYOKE PL, CAMBRIDGE
Schedule K, Part I, Column (c) CUSIP ROW C (SERIES 2018EE), COLUMN C: SERIES 2018EE CONSISTED OF TAX-EXEMPT COMMERCIAL PAPER, AND THUS WAS REPRESENTED BY MULTIPLE CUSIPS
Schedule K, Part I, Column (e) ISSUE PRICE ROW C (SERIES 2018EE), COLUMN E: SERIES 2018EE CONSISTED OF TAX-EXEMPT COMMERCIAL PAPER, WITH AN AUTHORIZED AMOUNT OF $1,000,000,000. $350 MILLION WAS OUTSTANDING ON 6/30/
Schedule K, Part IV, Line 2c COLUMN D Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 08/01/2014
Schedule K, Part IV, Line 2c COLUMN A Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 08/15/2015
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) MICHAEL D SMITH
 
KEY EMPLOYEE PURCHASE OF HOME   X 1,000,000 931,000   No Yes   Yes  
(2) DREW GILPIN FAUST
 
FORMER PRESIDENT CONSTRUCTION OF HOME   X 1,000,000 950,000   No Yes   Yes  
(3) CLAUDINE GAY
 
KEY EMPLOYEE PURCHASE OF HOME   X 350,000 261,000   No Yes   Yes  
(4) NITIN NOHRIA
 
KEY EMPLOYEE DEPENDENT'S EDUCATION   X 67,000 62,000   No Yes   Yes  
Total ...............Small Bullet $ 2,204,000
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DR SOHEYLA GHARIB
 
FAMILY MEMBER OF WILLIAM F. LEE, FELLOW 409,546 EMPLOYMENT COMPENSATION   No
(2) BHARAT ANAND
 
FAMILY MEMBER OF NITIN NOHRIA, KEY EMPLOYEE 547,517 EMPLOYMENT COMPENSATION   No
(3) PETER HIRTLE
 
FAMILY MEMBER OF SARAH THOMAS, OFFICER 79,102 EMPLOYMENT COMPENSATION   No
(4) CATHERINE LEE SMITH
 
FAMILY MEMBER OF WILLIAM F. LEE, FELLOW 225,579 EMPLOYMENT COMPENSATION   No
(5) RICHARD T LEE
 
FAMILY MEMBER OF WILLIAM F. LEE, FELLOW 338,863 EMPLOYMENT COMPENSATION   No
(6) AMY EDMONDSON
 
FAMILY MEMBER OF GEORGE DALEY, KEY EMPLOYEE 547,880 EMPLOYMENT COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 70   Other
2 Art—Historical treasures .        
3 Art—Fractional interests .. X 3   Other
4 Books and publications .. X   Other
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 1,189 94,264,846 Market value
10 Securities—Closely held stock . X 2 1,961,099 Other - APPRAISED VALUE/FMV
11 Securities—Partnership, LLC,
or trust interests ....
X 2 3,112,287 Other - APPRAISED VALUE/FMV
12 Securities—Miscellaneous .. X 2 51,087 Other - APPRAISED VALUE/FMV
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies . X 1   Other
21 Taxidermy ......        
22 Historical artifacts .... X 1   Other
23 Scientific specimens .. X 9   Other
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( ARCHIVAL ) X 5   Other
26 Other Right pointing arrow large image ( EQUIPMENT/FURNITURE ) X 4   Other
27 Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 5   Other
28 Other Right pointing arrow large image ( MISCELLANEOUS ) X 7   Other
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
24
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
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." NOT 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.
Schedule M (Form 990) (2018)

Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Return Reference Explanation
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 2018. 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, 2018 WAS 19,032.
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. 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 PRIOR TO THE CLOSE OF FISCAL YEAR 2019 OCCURRED IN MAY 2019. THE OFFICE OF HUMAN RESOURCES INITIATES AN ANNUAL REVIEW PROCESS TIMED SO THAT A FINAL REVIEW CAN BE CONDUCTED BY THE HARVARD CORPORATION DURING ITS APRIL/MAY MEETING. ALL INTERNAL REVIEWS AND NEW SALARY RECOMMENDATIONS ARE CONDUCTED IN ADVANCE OF THE CORPORATION MEETING, GENERALLY INCLUDING RECOMMENDATION 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 DREW FAUST WAS PRESIDENT UNTIL 6/30/2018 AND THEN BEGAN HER NEW ROLE AS UNIVERSITY PROFESSOR. JEFFREY FLIER WAS DEAN OF HARVARD MEDICAL SCHOOL UNTIL JULY 2016 AND THEN RETURNED TO HIS ROLE AS FACULTY OF MEDICINE. BARBARA MCNEIL WAS ACTING DEAN OF HARVARD MEDICAL SCHOOL FROM AUGUST 2016 UNTIL DECEMBER 2016 AND THEN RETURNED TO HER ROLE AS FACULTY OF MEDICINE.
Form 990, Part VIII, Line 2f Other Program Service Revenue LAB SERVICES AND OTHER SALES - Total Revenue: 29384375, Related or Exempt Function Revenue: 26860020, Unrelated Business Revenue: 2524355, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; DENTAL CLINIC - Total Revenue: 10627315, Related or Exempt Function Revenue: 10627315, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; RENTAL INCOME FROM NON-INVESTMENT PROPERTY - Total Revenue: 20044246, Related or Exempt Function Revenue: , Unrelated Business Revenue: 597618, Revenue Excluded from Tax Under Sections 512, 513, or 514: 19446628; DOUBLETREE - Total Revenue: 29417906, Related or Exempt Function Revenue: , Unrelated Business Revenue: 29417906, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; ALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: 79735506, Related or Exempt Function Revenue: 79711222, Unrelated Business Revenue: 24284, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
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 - 13536015; TRANSFERS TO/FROM AFFILIATE ORGANIZATIONS - 68127410; CHANGE IN INTEREST IN TRUSTS HELD BY OTHERS - 11402344; OTHER CHANGE IN NET ASSETS - -8899926;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
President and Fellows of Harvard College
 
Employer identification number

04-2103580
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) BEAU GESTE XXV LLC
HRES 1350 MASS AVE
CAMBRIDGE,MA02138
20-2138990
REAL ESTATE MA 29,446,894 56,244,341 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(2) DG EQUITY PARTICIPANTS II LLC
131 SOUTH DEARBORN ST 32 FL
CHICAGO,IL60603
98-1167777
INVESTMENTS DE 0 0 DG PARTICIPANTS LTD
 
(3) EGSI LLC
600 ATLANTIC AVENUE
BOSTON,MA02210
81-3795256
INVESTMENTS MA 0 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(4) FIELD COURSE LLC
1209 ORANGE ST THE CORP TRUST CO
WILMINGTON,DE19801
00-1069145
ACADEMIC DE 0 52,657 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(5) HARVARD INTERNATIONAL LLC
1350 MASS AVE STE 980
CAMBRIDGE,MA02138
30-0459737
INTERNATIONAL SUPPORT MA 0 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(6) HARVARD UNIVERSITY BEACON YARDS LLC
1033 MASS AVE 3RD FL
CAMBRIDGE,MA02138
03-0517218
REAL ESTATE MA 81,000 79,821,867 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)AFRICA ACADEMY FOR PUBLIC HEALTH
 
 
RESEARCH TZ     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(2)AMERICAN REPERTORY THEATRE COMPANY INC
64 BRATTLE ST

CAMBRIDGE,MA02138
04-2665867
PERFORMING ARTS MA 501(c)(3) 10 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(3)ASSOCIACAO DAVID ROCKEFELLER CENTER DE UNIVERSIDADE DE HARVARD
 
 
EDUCATION BR     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(4)Blue Marble Holdings Corp
600 Atlantic Avenue

Boston,MA02210
23-7014581
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(5)BOTSWANA-HARVARD AIDS INSTITUTE
 
 
RESEARCH BC     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(6)CENTRE RECHERCHE EUROPEEN DE LA HBS
 
 
RESEARCH SUPPORT FR     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(7)Demeter Holdings Corporation
600 Atlantic Avenue

Boston,MA02210
04-3044742
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(8)DOYUKAI FUND FOR HARVARD INC
800 BOYLSTON ST

Boston,MA02199
04-3478889
RESEARCH SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(9)DUBAI HARVARD FOUNDATION FOR MEDICAL RESEARCH INC
401 PARK DR

Boston,MA02215
52-2446955
EDUCATION AND RESEARCH MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(10)EDX INC
141 PORTLAND ST 9TH FL

CAMBRIDGE,MA02139
46-0807740
EDUCATION MA 501(c)(3) Type I NA
 
 
No
(11)ENDOWMENT FOR RESEARCH IN HUMAN BIOLOGY INC
745 BOYLSTON ST 7TH FL

Boston,MA02116
04-2702030
RESEARCH MA 501(c)(3) Type III-O PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(12)FUNDACION CENTRO DE INVESTIGACION DE LA ESCUELA DE ADMIN DE EMPRESA
 
 
RESEARCH SUPPORT AR     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(13)FUNDACION DRCLAS CHILE
 
 
FACULTY AND STUDENT ACTIVITIES CI     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(14)GIOVANNI ARMENISE-HARVARD FOUNDATION FOR SCIENTIFIC RESEARCH INC
HMS DEAN OF FAC OF MED

Boston,MA02115
04-3293162
RESEARCH SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(15)HANSJORG WYSS INST FOR BIOLOGICALLY INSPIRED ENGINEERING AT HARVARD UNIV IN
C3 BLACKFAN CIRCLE 5TH FL CLSB

Boston,MA02115
30-0773387
RESEARCH MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(16)HARVARD BUSINESS SCHOOL INTERACTIVE INC
SOLDIERS FIELD RD

Boston,MA02163
04-3395140
EXECUTIVE EDUCATION MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(17)HARVARD BUSINESS SCHOOL PUBLISHING CORP
20 GUEST ST STE 700

BRIGHTON,MA02135
04-3177990
PUBLISHING MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(18)HARVARD DEDICATED ENERGY LIMITED
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
03-0425512
ELECTRICITY PURCHASING MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(19)HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
114 MOUNT AUBURN ST 5TH FL

CAMBRIDGE,MA02138
45-4535664
GLOBAL SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(20)HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC - TUNISIA
 
 
RESEARCH TS     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(21)HARVARD GLOBAL RESEARCH SUPPORT CENTRE INDIA
Piramal Tower 7th Floor 703
Peninsula Corp Park Lower Parel
MUMBAI,MAHARASHTRA400013
IN
RESEARCH IN     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(22)HARVARD GLOBAL RESEARCH SUPPORT CENTRE ISRAEL LTD
 
 
RESEARCH IS     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(23)HARVARD GLOBAL RESEARCH SUPPORT CENTRE SOUTH AFRICA NPC
 
 
RESEARCH SF     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(24)HARVARD GLOBAL UK
 
 
RESEARCH UK     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(25)HARVARD MAGAZINE INC
7 WARE ST

CAMBRIDGE,MA02138
04-6112308
PUBLISHING MA 501(c)(3) Type III-FI PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(26)Harvard Management Company Inc
600 Atlantic Avenue

Boston,MA02210
23-7361259
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(27)Harvard Management Private Equity Corporation
600 Atlantic Avenue

Boston,MA02210
04-3070522
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(28)HARVARD MEDICAL CENTER
25 SHATTUCK ST

Boston,MA02115
04-2213292
MEDICAL EDUCATION MA 501(c)(3) Type I NA
 
 
No
(29)HARVARD NEURODISCOVERY CENTER INC
25 SHATTUCK ST

Boston,MA02115
31-1745145
RESEARCH SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(30)Harvard Private Capital Holdings Inc
600 Atlantic Avenue

Boston,MA02210
04-3070519
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(31)Harvard Private Capital Realty Inc
600 Atlantic Avenue

Boston,MA02210
22-3138409
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(32)HARVARD REAL ESTATE - ALLSTON INC
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
04-3373410
TITLE HOLDING COMPANY MA 501(c)(25)   PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(33)HARVARD REAL ESTATE INC
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
04-2649303
REAL ESTATE BROKERAGE MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(34)HARVARD-YENCHING INSTITUTE
VANSERG HALL 25 FRANCIS AVE

CAMBRIDGE,MA02138
04-2062394
EDUCATION MA 501(c)(3) Type I NA
 
 
No
(35)ION INC
1350 MASS AVE

CAMBRIDGE,MA02138
22-3032677
RESEARCH MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(36)LONGWOOD MEDICAL ENERGY COLLABORATIVE INC
160 LONGWOOD AVE

Boston,MA02115
04-3476764
ENERGY SERVICES MA 501(c)(3) Type I NA
 
 
No
(37)MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER INC
100 BIGELOW ST

HOLYOKE,MA01040
27-3014805
RESEARCH MA 501(c)(3) Type I NA
 
 
No
(38)MGHPCC HOLYOKE INC
100 BIGELOW ST

HOLYOKE,MA01040
45-2257442
RESEARCH MA 501(c)(3) Type I NA
 
 
No
(39)Phemus Corporation
600 Atlantic Avenue

Boston,MA02210
04-2997367
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(40)RED TOP INC
MURR CTR 65 NORTH HARVARD ST

Boston,MA02163
51-0189788
ATHLETICS CT 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(41)Shipping Venture Corporation
600 Atlantic Avenue

Boston,MA02210
04-3263656
Investment Management MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(42)STUDENT CLUBS OF HBS INC
SOLDIERS FIELD RD

Boston,MA02163
57-1152691
STUDENT SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(43)THE CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD
330 BROOKLINE AVE

Boston,MA02215
04-3326928
MEDICAL EDUCATION AND RESEARCH MA 501(c)(3) Type I NA
 
 
No
(44)THE RESEARCH COLLECTIONS AND PRESERVATION CONSORTIUM
701 CARNEGIE CENTER SUITE 445

PRINCETON,NJ08540
22-3751732
LIBRARY DEPOSITORY NJ 501(c)(3) Type I NA
 
 
No
(45)TRUSTEES FOR HARVARD UNIVERSITY
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
53-0199180
EDUCATION DC 501(c)(3) Type II PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) 144 Fulton MMEE JV LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
47-4542524
Investments DE CAR II Holdings I LLC (Crown Atlantic Retail II LLC)
 
Excluded 500,433 28,420,896   No 0   No 77.53 %
(2) 170 Broadway LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
46-4145333
Investments DE Crown Atlantic Retail I LLC (Crown Atlantic Retail LLC)
 
Excluded 2,815 13,124,152   No 0   No 77.44 %
(3) 4 BLACKFAN SECONDARY CONDOMINIUM ASSOCIATION LLC

180 A LONGWOOD AVENUE
Boston,MA02115
00-1330897
REAL ESTATE MA President and Fellows of Harvard College
 
Excluded 0 0 Yes   0   No 71.09 %
(4) 522 Fulton Realty LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
13-4215034
Investments DE CA 522 Investor LLC (Crown Atlantic Retail II LLC)
 
Excluded 5,456,877 24,227,683   No 0   No 77.53 %
(5) 947 Lincoln Road LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
46-5244987
Investments DE Crown Atlantic Retail I LLC (Crown Atlantic Retail LLC)
 
Excluded 4,697,951 28,118,341   No 0   No 77.44 %
(6) AMERRA Agri Opportunity Fund LP

1140 Avenue of the Americas
18th Floor
New York,NY10036
27-3310646
Investments DE Harvard Management Private Equity Corporation
 
Excluded 5,048,896 87,698,362   No -28,372   No 99.55 %
(7) Apollo Thunder Partners LP

One Manhattanville Road Suite 201
Purchase,NY10577
36-4827348
Investments DE Harvard Management Private Equity Corporation
 
Excluded 11,989,273 90,460,599   No 11,098   No 97.56 %
(8) Aquiline Armour Co-Invest II LP

c/o Aquiline Capital Partners
535 Madison Avenue 24th Floor
New York,NY10022
82-3864734
Investments CJ Harvard Management Private Equity Corporation
 
Excluded 270,310 18,002,367   No 0   No 76.50 %
(9) AR Holdings II LLC

12100 Wilshire Boulevard Suite 1750
Los Angeles,CA90025
36-4868496
Investments DE Atlantic WSWO II LLC
 
Excluded 0 0   No 0   No 98.85 %
(10) Atlantic CT Holdings II LLC

4343 Von Karman Ave Suite 200
Newport Beach,CA92660
46-2548899
Investments DE Atlantic Western Industrial II LLC (Atlantic US Real Estate LLC)
 
Excluded -34,166 0   No 0   No 63.36 %
(11) Atlantic CT Holdings III LLC

4343 Von Karman Ave Suite 200
Newport Beach,CA92660
47-5397308
Investments DE Atlantic Western Industrial LLC (Atlantic US Real Estate LLC)
 
Excluded 30,931 0   No 0   No 85.13 %
(12) Atlantic CT Holdings LLC

4343 Von Karman Ave Suite 200
Newport Beach,CA92660
46-2501216
Investments DE Atlantic Western Industrial LLC (Atlantic US Real Estate LLC)
 
Excluded -8,458 262,445   No 0   No 72.41 %
(13) Atlantic P3 Life Sciences Holdings II LLC

4380 La Jolla Village Dr
Ste 230
San Diego,CA92122
83-0616247
Investments DE Atlantic WLS II LLC
 
Excluded 0 0   No 0   No 99.70 %
(14) Atlantic P3 Life Sciences Holdings LLC

4380 LaJolla Village Dr
Suite 230
San Diego,CA92122
47-2638594
Investments DE Atlantic WLS LLC (Atlantic US Real Estate LLC)
 
Excluded -100,038 133,978,718   No 0   No 95.64 %
(15) Atlantic Regent Holdings LLC

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
47-2097418
Investments DE Atlantic WSWO LLC (Atlantic US Real Estate LLC)
 
Excluded 15,626,043 42,162,198   No 0   No 95.69 %
(16) Atlantic Scioto Holdings LLC

230 Park Avenue 12th Floor
New York,NY10169
47-1979711
Investments DE Atlantic Debt Investor LLC (Atlantic US Real Estate LLC)
 
Excluded -93,676 58,217,594   No 0   No 96.44 %
(17) Atlantic Toronto LP

600 Atlantic Avenue
Boston,MA02210
35-2384789
Investments DE Harvard Private Capital Realty Inc
 
Excluded 0 30,577   No 0   No 99.99 %
(18) Atlantic US Real Estate LLC

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Floor
Boston,MA02116
82-4033944
Investments DE Harvard Private Capital Realty Inc
 
Excluded 363,861,212 2,793,507,707   No -3,020,388   No 96.80 %
(19) BainBridge CC Urbana Apartments LLC

12765 West Forest Hill Blvd
Wellington,FL33414
80-0910794
Investments DE Blue Atlantic Urbana LLC
 
Excluded 0 15,877,601   No 0   No 85.38 %
(20) BCC Cambridge Financing Solution (Revolvers) LP

4001 Kennett Pike Suite 302
Wilmington,DE19807
82-3380137
Investments DE BCC Cambridge (GP Revolvers) SARL
 
Excluded 586,711 105,404   No 0   No 100.00 %
(21) BCC Cambridge Financing Solution (TL) LP

4001 Kennett Pike Suite 302
Wilmington,DE19807
82-3376244
Investments DE BCC Cambridge (GP Loans) SARL
 
Excluded 9,038,860 134,123,534   No 0   No 100.00 %
(22) BCC Cambridge New Financing Solution (Revolvers) LP

4001 Kennett Pike Suite 302
Wilmington,DE19807
84-2105056
Investments DE Luxco Lending Fund II Sarl
 
Excluded -16,861 11,142,892   No 0   No 100.00 %
(23) BCC Cambridge New Financing Solution (TL) LP

4001 Kennett Pike Suite 302
Wilmington,DE19807
84-2105177
Investments DE Luxco Lending Fund II Sarl
 
Excluded -6,999 224,602,711   No 0   No 100.00 %
(24) BH Investments Fund LLC

655 Third Avenue - 11th Floor
New York,NY10017
04-3070522
Investments DE Harvard Management Private Equity Corporation
 
Excluded 37,454,233 0   No 0   No 100.00 %
(25) BLC FIC FIDC-NP

 
 
Investments BR BLC Master Fund LP
 
Excluded 301,529 56,960,852   No 0   No 52.97 %
(26) BLC II Master Fund LP

 
 
98-1386749
Investments CJ BLC II Fund B LP
 
Excluded 0 0   No 0   No 55.61 %
(27) BLC Master Fund LP

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1251228
Investments CJ BLC Fund B LP
 
Excluded 468,607 59,130,509   No 0   No 56.93 %
(28) Blue Atlantic Acquisition Group II LLC

353 North Clark Street Suite 730
Chicago,IL60654
90-0909419
Investments DE Atlantic Student Housing LLC (Blue Atlantic Acquisition Group LLC)
 
Excluded -237,013 75,213,340   No 0   No 94.87 %
(29) Blue Atlantic Acquisition Group LLC

353 North Clark Street Suite 730
Chicago,IL60654
27-4668306
Investments DE Atlantic Student Housing LLC (Atlantic US Real Estate LLC)
 
Excluded 206,640 24,279,126   No 0   No 94.87 %
(30) Bramshill Tactical Fixed Income Master Fund Ltd

 
 
Investments CJ Bramshill Tactical Fixed Income Fund Ltd
 
Excluded 10,237,730 444,363,446   No 0   No 95.87 %
(31) Brightlight Capital Partners LP

15 Myrtle Avenue 1A
Westport,CT06880
45-2604596
Investments DE Harvard Management Private Equity Corporation
 
Excluded -1,728,228 119,338,891   No 0   No 54.28 %
(32) CA Atlantic Urban LV LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
81-5215845
Investments DE Atlantic Urban LV Investment LLC (Atlantic US Real Estate LLC)
 
Excluded 481,979 9,260,424   No 0   No 96.80 %
(33) CA USquare LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
47-3889463
Investments DE Atlantic USquare LLC (Atlantic US Real Estate LLC)
 
Unrelated -2,463,966 65,188,424   No -2,908,793   No 87.12 %
(34) Caledonia Concentrated Fund LP

650 Madison Ave 24th Floor
New York,NY10022
98-1422273
Investments CJ Harvard Management Private Equity Corporation
 
Excluded 8,117,050 160,693,916   No 0   No 100.00 %
(35) CCC Investors Holdings II LP

C/O CRRF GP II LLC General Partner
2310 Washington Street
Newton Lower Falls,MA02462
47-2033623
Investments DE Atlantic CRI II LLC
 
Excluded 0 9,163,054   No 0   No 100.00 %
(36) Certares Holdings (Optional) LLC

350 Madison Avenue 8th Floor
New York,NY10017
82-5362658
Investments DE Harvard Management Private Equity Corporation
 
Excluded 0 22,778,286   No 0   No 100.00 %
(37) CH NBS II Limited

C/O Crestbridge Corp Services Ltd
47 Esplanade
St Helier,Channel IslandsJE10BD
JE
81-4342773
Investments JE Atlantic NBS Limited
 
Excluded 168,755 10,837,999   No 0   No 87.12 %
(38) CH NBS Limited

C/O Crestbridge Corp Services Ltd
47 Esplanade
St Helier,Channel IslandsJE10BD
JE
98-1207239
Investments JE Atlantic NBS Limited
 
Excluded 1,050,412 2,964,120   No 0   No 77.44 %
(39) CH Oceanside LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
46-2568911
Investments DE Crown Atlantic 2756 Long Beach Road LLC (Crown Atlantic Retail II LLC)
 
Excluded 51,443 4,981,855   No 0   No 77.53 %
(40) Cherokee Investment Partners III Parallel Fund LP

310 South West Street Suite 200
Raleigh,NC27603
71-0890767
Investments DE HPC Cherokee Ventures LLC
 
Unrelated -378,033 117,411   No -378,033   No 53.05 %
(41) Coral Senior Housing II LLC

1275 Pennsylvania Avenue North West
Washington,DC20004
32-0410036
Investments DE Coral Living II LLC (Atlantic US Real Estate LLC)
 
Excluded 59,151,023 35,293,016   No 0   No 96.34 %
(42) Coral Senior Housing III LLC

1275 Pennsylvania Avenue North West
Washington,DC20004
38-3931197
Investments DE Coral Living III LLC (Atlantic US Real Estate LLC)
 
Excluded 7,085,096 101,246,826   No 0   No 96.32 %
(43) Coral Senior Housing IV LLC

1275 Pennsylvania Avenue North West
Washington,DC20004
81-4574488
Investments DE Coral Living III LLC (Atlantic US Real Estate LLC)
 
Excluded -613,419 106,164,131   No 0   No 96.32 %
(44) Coral Senior Housing LLC

1275 Pennsylvania Avenue North West
Washington,DC20004
27-3934030
Investments DE Coral Living LLC (Atlantic US Real Estate LLC)
 
Excluded -17,945 0   No 0   No 67.42 %
(45) Coral Senior Housing V LLC

1275 Pennsylvania Avenue North West
Washington,DC20004
82-2658473
Investments DE Coral Living V LLC
 
Excluded -225,515 0   No 0   No 99.50 %
(46) Coral-FSP Investment Fund II LLC

178 South Main Street Suite 375
Alparetta,GA30009
90-1033350
Investments DE CSH Program REIT II Inc
 
Excluded 24,601,609 2,758,653   No 0   No 81.89 %
(47) Crown 144 Fulton LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
47-3233984
Investments DE 144 Fulton MMEE JV LLC
 
Excluded 482,697 26,186,292   No 0   No 74.45 %
(48) Crown Atlantic Intl Olive LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
47-1830643
Investments DE Crown Atlantic Retail I LLC (Crown Atlantic Retail LLC)
 
Excluded -110,456 9,083,973   No 0   No 79.60 %
(49) Crown Atlantic Retail II LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
36-4806500
Investments DE Atlantic Urban Retail Inc
 
Excluded 2,068,762 65,654,678   No 0   No 86.15 %
(50) Crown Atlantic Retail LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
46-1605646
Investments DE Atlantic Urban Retail Inc
 
Excluded -199,865 53,208,246   No 0   No 86.05 %
(51) Crown ICS 5th Acquisitions LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
47-1827246
Investments DE Atlantic Urban Retail Inc
 
Excluded -220,556 37,440,319   No 0   No 58.63 %
(52) Crown SRP LLC

C/O Crown Acquisitions Inc
667 Madison Ave 12th Floor
New York,NY10065
47-2106149
Investments DE Atlantic Urban Retail Inc
 
Excluded -126,488 2,687,362   No 0   No 77.44 %
(53) CVI CHVF LP

9320 Excelsior Blvd MS144-7-2
Hopkins,MN55343
80-0941373
Investments DE Harvard Management Private Equity Corporation
 
Excluded 940,942 23,322,394   No 6,439   No 99.99 %
(54) EAE Atlantic LLC

1065 Ave of the Americas
New York,NY10024
36-4743445
Investments DE Atlantic WFH Investor LLC (Atlantic US Real Estate LLC)
 
Excluded -345,289 254,921,919   No 0   No 87.99 %
(55) Epiris Fund II Co-Investment (A) LP

 
 
98-1455895
Investments JE Harvard Management Private Equity Corporation
 
Excluded 0 14,442,919   No 0   No 66.67 %
(56) Evolution Credit Partners I LP

125 High Street High Street Tower
26th Floor
Boston,MA02210
Investments DE Evolution Credit Partners I (Cayman) LP
 
Excluded 1,310,571 218,857,187   No 0   No 95.45 %
(57) GBE Investments LP

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ Blue Marble Holdings Corp
 
Excluded -11,301,200 50,077,976   No 0   No 98.90 %
(58) Gerrity Atlantic Retail Partners LLC

973 Lomas Santa Fe Drive
Solana Beach,CA92075
27-4257497
Investments DE Atlantic Retail West LLC (Atlantic US Real Estate LLC)
 
Excluded -849,070 -51,684,185   No 0   No 95.14 %
(59) Greenfield BLR Finance Partners LP

2 Post Road West
Westport,CT06880
27-4267038
Investments DE Harvard Management Private Equity Corporation
 
Excluded 28,683 0   No 0   No 69.10 %
(60) Greenfield BLR Partners LP

2 Post Road West
Westport,CT06880
20-1221910
Investments DE Harvard Management Private Equity Corporation
 
Excluded 0 0   No 0   No 69.10 %
(61) Guepardo Master Fund LLC

 
 
98-0536488
Investments DE ITAY LLC
 
Excluded -4,794,653 0   No 0   No 87.07 %
(62) Hampden Insurance Partners I LP

94 Solaris Avenue PO Box 1348
Camana Bay,Grand CaymanKY11108
CJ
Investments CJ Harvard Management Private Equity Corporation
 
Excluded 1,483 37,681,481   No 0   No 99.00 %
(63) HARVARD COMMINGLED ACCOUNT

HMC INC 600 ATLANTIC AVE
Boston,MA02210
04-3344621
Investments MA President and Fellows of Harvard College
 
Excluded 1,484,913,545 1,782,003,192   No 0 Yes   95.36 %
(64) HARVARD GLOBAL SERVICES INDIA LLP

ZEE SQUARE MG ROADVILE PARLE EAST
OPP BANK OF BARODA
MUMBAI,MUMBAI400057
IN
RESEARCH IN HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Excluded 29 0   No 0   No 99.99 %
(65) HB Institutional Limited Partnership

10 St James Ave Ste 1700
Boston,MA02116
04-3425685
Investments MA Harvard Private Capital Holdings Inc
 
Excluded 63,582,118 0   No -2,853,954   No 98.03 %
(66) HLS SPV LLC

1345 Avenue of the Americas
42nd Floor
New York,NY10105
47-2205984
Investments DE Harvard Management Private Equity Corporation
 
Excluded 0 32,580,047   No 0   No 99.72 %
(67) HMC Juweel Holdings LP

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1196430
Investments CJ HMC Juweel Investors LP
 
Excluded 1,525,974 24,868,496   No 0   No 100.00 %
(68) ILS Property & Casualty Fund II LP

C/O Credit Suisse Asset Mgmt LLC
One Madison Ave
New York,NY100103629
98-1366981
Investments CJ ILS Property & Casualty Feeder Fund II LP
 
Excluded 4,537,207 139,392,879   No 0   No 61.33 %
(69) Indy Blue Equity LLC

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
45-3668839
Investments DE Indy Blue Manager LLC (Tetris Property LP)
 
Excluded 2,183,180 39,515,321   No 0   No 69.63 %
(70) Internet Economy Holdings III LLC

PO Box 171305
Salt Lake City,UT84117
83-2567678
Investments DE Harvard Management Private Equity Corporation
 
Excluded 0 6,524,355   No 0   No 99.23 %
(71) Internet Economy Holdings LLC

PO Box 171305
Salt Lake City,UT84117
82-1208714
Investments DE Harvard Management Private Equity Corporation
 
Excluded 0 51,535,893   No 0   No 79.57 %
(72) Iron Point Co-Investment I LLC

201 Main Street Suite 2300
Fort Worth,TX76102
45-4748900
Investments DE Atlantic T5 Holdings LLC (Atlantic US Real Estate LLC)
 
Excluded -425,673 24,746,135   No 0   No 80.45 %
(73) Island C-III Atlantic Holdings LLC

300 N Main Street Suite 402
Greenville,SC29601
47-1180960
Investments DE Atlantic C-III LLC
 
Excluded 762,523 15,437,053   No 303,907   No 100.00 %
(74) JC Silos Fundo De Investimento Em Direitos Creditorios Nao-Padronizado

 
 
Investments BR BLC FIC FIDC-NP
 
Excluded 4,802 2,792,525   No 0   No 52.66 %
(75) Jus BG I - Master LP

3500 S Dupont Highway
Dover,DE19901
46-2781217
Investments DE Jus BG I - Feeder LP
 
Excluded 6,501 2,568,523   No 0   No 100.00 %
(76) L-A Saturn Acquisition LP

2929 Arch Street Suite 1525
Philadelphia,PA19104
30-0825127
Investments DE Harvard Private Capital Realty Inc
 
Excluded 0 0   No 0   No 65.83 %
(77) LMA RESEARCH COMPLEX PRIMARY CONDOMINIUM ASSOCIATION LLC

181 A LONGWOOD AVENUE
Boston,MA02116
00-1330896
REAL ESTATE MA President and Fellows of Harvard College
 
Excluded 31,185 0 Yes   0   No 64.20 %
(78) Longfellow Atlantic Holdings LLC

260 Franklin Street Suite 1920
Boston,MA02110
80-0965922
Investments DE Atlantic Science LLC (Atlantic US Real Estate LLC)
 
Excluded 1,734,486 154,650,061   No 0   No 95.84 %
(79) Lubert-Adler Capital Real Estate Fund III LP

2929 Arch Street Suite 1525
Philadelphia,PA19104
52-2279515
Investments DE Harvard Private Capital Realty Inc
 
Excluded 245,002 8,280,777   No -36,392   No 77.86 %
(80) Lubert-AdlerLaramar Urban Neighborhood Capital Fund LP

171 17th Street NW Suite 1575
Atlanta,GA30363
61-1804548
Investments DE Atlantic Fund Holdings LLC
 
Excluded -404,274 198,514,467   No 13,190   No 50.00 %
(81) MCRB LLC

1503 LBJ Freeway Suite 300
Dallas,TX75234
46-1235435
Investments DE Sapphire Hospitality LLC (Atlantic US Real Estate LLC)
 
Excluded 5,037,616 0   No 0   No 72.51 %
(82) MCRS LLC

1503 LBJ Freeway Suite 300
Dallas,TX75234
27-3637201
Investments MD Sapphire Hospitality LLC (Atlantic US Real Estate LLC)
 
Excluded -126,346 27,471   No 0   No 83.15 %
(83) MDH Atlantic Holdings II LLC

3715 Northside Parkway NW
Atlanta,GA30327
82-1549241
Investments DE Atlantic Southeast Industrial II LLC
 
Excluded 1,196,556 0   No 0   No 99.00 %
(84) MDH Atlantic Holdings LLC

3715 Northside Parkway NW
Atlanta,GA30327
46-5214306
Investments DE Atlantic Southeast Industrial LLC (Atlantic US Real Estate LLC)
 
Excluded 245,027,195 3,898,017   No 0   No 94.85 %
(85) Mountain Capital Partners NPI LP

811 Louisiana Street Suite 2550
Houston,TX77002
81-0788984
Investments DE Harvard Management Private Equity Corporation
 
Unrelated 339,031 158,431,324   No -2,086,999   No 73.38 %
(86) OAK 1425 Harrison Street Property LLC

220 Montgomery Street 20th Floor
San Francisco,CA94104
81-4003488
Investments DE OAK-Mosser REIT Inc
 
Excluded -619,702 15,127,748   No 0   No 90.03 %
(87) OAK-Mosser II LLC

220 Montgomery St 20th Floor
San Francisco,CA94104
82-1988562
Investments DE Atlantic Oak II LLC
 
Excluded 0 0   No 0   No 93.00 %
(88) OAK-Mosser LLC

220 Montgomery Street 20th Floor
San Francisco,CA94104
81-3349445
Investments DE Atlantic Oak LLC (Atlantic US Real Estate LLC)
 
Excluded -1,472,727 19,454,560   No 0   No 90.03 %
(89) PAG Asia Alpha LP

PO Box 472 2nd Floor Harbor Place
103 S Church St
George Town,Grand CaymanKY11106
CJ
98-1269265
Investments CJ PAG Asia Alpha Feeder Limited
 
Excluded 591,343 15,381,537   No 0   No 56.06 %
(90) Premier A-1 St Louis Holdings LLC

3519 Fee Fee Rd 221
Bridgeton,MO63044
81-4162579
Investments DE PSI Atlantic Holdings III LLC
 
Excluded -944,378 28,098,657   No 0   No 94.56 %
(91) PSI Atlantic Holdings III LLC

530 Oak Court Drive Suite 185
Memphis,TN38117
81-0780333
Investments DE Atlantic Self Storage LLC (Atlantic US Real Estate LLC)
 
Excluded -1,870,730 59,544,550   No 0   No 95.52 %
(92) PSI Atlantic Holdings IV-A LLC

530 Oak Court Drive STE 185
Memphis,TN38117
82-1992560
Investments DE Atlantic Self Storage II LLC
 
Excluded -169,242 0   No 0   No 98.67 %
(93) PSI Atlantic Holdings LLC

530 Oak Court Drive Suite 185
Memphis,TN38117
46-4391864
Investments DE Atlantic Self Storage LLC (Atlantic US Real Estate LLC)
 
Excluded -5,755 0   No 0   No 95.52 %
(94) Queens Ventures LLC

1065 Ave of the Americas
New York,NY10024
80-0963664
Investments DE EAE Atlantic II Inc
 
Excluded -4,851,254 299,323,695   No 0   No 84.25 %
(95) SF Mezz LLC

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Floor
Boston,MA02116
81-1908770
Investments DE Atlantic SF Mezz LLC (Atlantic US Real Estate LLC)
 
Excluded -51,477 0   No 0   No 91.96 %
(96) TDC Atlantic Holdings LLC

5130 South Alston Avenue Suite 210
Durham,NC27713
47-5340743
Investments DE Atlantic SE Office LLC (Atlantic US Real Estate LLC)
 
Excluded -26,671 19,214,120   No 0   No 92.34 %
(97) Tetris Property LP

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
46-1625319
Investments DE USRA Atlantic Net Lease Capital Corp
 
Excluded 683,262 27,011,718   No 0   No 69.63 %
(98) The Breithorn Fund LP

 
 
98-0549446
Investments CJ Harvard Management Private Equity Corporation
 
Excluded 964 21,639   No 0   No 98.87 %
(99) TPRV Capital Master Fund LP

 
 
Investments CJ TPRV Capital Fund Ltd
 
Excluded 92,276,651 7,069,969,386   No 0   No 51.40 %
(100) Triton Fund II No 2 LP

 
 
98-0634601
Investments JE Harvard Management Private Equity Corporation
 
Excluded 90,672 29,969   No 0   No 100.00 %
(101) USRA Atlantic Capital Investor LLC

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
82-3726933
Investments DE Atlantic Net Lease Investor LLC (Atlantic US Real Estate LLC)
 
Excluded 12,069,565 40,499,024   No 0   No 80.90 %
(102) USRA Atlantic Capital Partners LLC

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
45-2686195
Investments DE Atlantic Net Lease Investor LLC (Atlantic US Real Estate LLC)
 
Excluded 14,445,914 48,616,867   No 0   No 69.63 %
(103) WBH Kirby Hill Co-Investment LLC

7121 Fairway Drive Suite 410
Palm Beach Gardens,FL33418
14-1933484
Investments DE Harvard Private Capital Realty Inc
 
Excluded 0 -1,487,582   No 0   No 100.00 %
(104) West70 Master Fund LP

 
 
Investments CJ West70 Offshore Fund Ltd
 
Excluded 5,905,413 118,696,853   No 0   No 98.90 %
(105) Xilos Dakota Separate Limited Partnership

 
 
98-1293611
Investments JE Harvard Management Private Equity Corporation
 
Excluded -1,836 13,062,279   No 0   No 59.06 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) 365 Church Street Limited Partnership

 
 
Investments CA Atlantic Toronto Holdings Inc
 
C Corporation 1,080,761 2,688,586 50.00 % Yes  
(2) Adelaide-Peter Developments

 
 
98-0684328
Investments CA Atlantic Toronto Holdings Inc
 
C Corporation 0 125,337 50.00 % Yes  
(3) Agricola Brinzal Limitada

 
 
Investments CI Agricola E Inversiones Pampa Alegre SA
 
C Corporation -661,283 0 100.00 % Yes  
(4) Agricola Duramen Limitada

 
 
Investments CI Agricola E Inversiones Pampa Alegre SA
 
C Corporation 1,926,138 0 100.00 % Yes  
(5) Agricola E Inversiones Pampa Alegre SA

 
 
Investments CI Inversiones Tres Cumbres Ltda
 
C Corporation 1,247,006 0 100.00 % Yes  
(6) Agricola El Cardonal Limitada

 
 
98-1204153
Investments CI Clag (Chile) SpA
 
C Corporation -3,244,994 56,493,656 100.00 % Yes  
(7) Agricola Fundo Bucalemu Limitada

 
 
98-0639220
Investments CI Clag (Chile) SpA
 
C Corporation 761,296 75,368,548 100.00 % Yes  
(8) Agricola Los Rios SpA

 
 
98-1209592
Investments CI Phemus Corporation
 
C Corporation -505,528 0 100.00 % Yes  
(9) Agricola Rapel Limitada

 
 
98-0639218
Investments CI Clag (Chile) SpA
 
C Corporation 0 0 100.00 % Yes  
(10) Agricola Retiro Limitada

 
 
Investments CI Clag (Chile) SpA
 
C Corporation 0 0 100.00 % Yes  
(11) Agricola Ribera Limitada

 
 
Investments CI Clag (Chile) SpA
 
C Corporation 0 0 100.00 % Yes  
(12) Agroflorestal Verde Sul SA

 
 
Investments BR Cattleya LLC
 
C Corporation 198,969 32,844,005 100.00 % Yes  
(13) Aquila Inc

 
 
98-0532782
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -391,068 9,039,969 100.00 % Yes  
(14) AR II REIT Inc

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
82-1624121
Investments DE AR Holdings II LLC
 
C Corporation 0 0 98.85 % Yes  
(15) AR Legacy REIT Inc

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
81-5332102
Investments DE Atlantic Regent Holdings LLC
 
C Corporation -10,157,223 165,436,763 95.69 % Yes  
(16) Ara Inc

 
 
98-0543813
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 534,031 2,149,001 100.00 % Yes  
(17) ASH R One LLC

230 Park Avenue 12th Floor
New York,NY10169
30-0949766
Investments DE Atlantic Scioto Holdings LLC
 
C Corporation -1,649,715 58,205,277 96.44 % Yes  
(18) Asia Alpha Secretaries Limited

 
 
Investments VI PAG Asia Alpha Feeder Limited
 
C Corporation 0 1 55.45 % Yes  
(19) Asia Landmark Special Fund Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -7,001,400 0 100.00 % Yes  
(20) Atlantic Avenue Realty Ltd

 
 
98-0533323
Investments CJ Harvard Private Capital Realty Inc
 
C Corporation -135,364 2,826,400 100.00 % Yes  
(21) Atlantic Bridge REIT Inc

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Fl
Boston,MA02116
81-0810982
Investments DE Atlantic US Real Estate LLC
 
C Corporation 96,079,560 0 96.80 % Yes  
(22) Atlantic Cayman Limited

 
 
98-1219940
Investments CJ Atlantic International Real Estate LLC
 
C Corporation 0 0 100.00 % Yes  
(23) Atlantic DV Holdings Ltd

 
 
98-1196247
Investments CJ Atlantic International Real Estate LLC
 
C Corporation 4,634,074 48,353,664 100.00 % Yes  
(24) Atlantic Europe Investments GP Limited

 
 
Investments UK Harvard Private Capital Realty Inc
 
C Corporation -902 0 100.00 % Yes  
(25) Atlantic Europe Investments LP

 
 
98-0670648
Investments UK Harvard Private Capital Realty Inc
 
C Corporation 632,737 27,552,900 100.00 % Yes  
(26) Atlantic FM Ltd

 
 
98-1249059
Investments CJ Atlantic International Real Estate LLC
 
C Corporation 0 0 100.00 % Yes  
(27) Atlantic King Blocker Limited

 
 
98-1461264
Investments MP Harvard Management Private Equity Corporation
 
C Corporation -4,349,292 20,573,590 100.00 % Yes  
(28) Atlantic NBS Limited

 
 
98-1220176
Investments JE Atlantic US Real Estate LLC
 
C Corporation 189,812 18,852,429 96.80 % Yes  
(29) Atlantic NREP II Ltd

 
 
98-1273705
Investments CJ Atlantic International Real Estate LLC
 
C Corporation 0 0 100.00 % Yes  
(30) Atlantic P3 Program REIT Inc

4380 LaJolla Village Drive
Suite 230
San Diego,CA92122
47-2704934
Investments DE Atlantic P3 Life Science Holdings LLC
 
C Corporation -9,671,161 628,207,184 95.64 % Yes  
(31) Atlantic P3 TRS LLC

4380 LaJolla Village Drive
Suite 230
San Diego,CA92122
81-1202899
Investments DE Atlantic P3 Program REIT Inc
 
C Corporation -769,005 1,137,190 95.64 % Yes  
(32) Atlantic Regent REIT Inc

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
32-0464661
Investments DE Atlantic Regent Holdings LLC
 
C Corporation 25,900,561 6,699,197 95.69 % Yes  
(33) Atlantic Self Storage II REIT LLC

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Fl
Boston,MA02116
83-1037881
Investments DE Harvard Private Capital Realty Inc
 
C Corporation 0 0 100.00 % Yes  
(34) Atlantic Southeast Industrial II REIT LLC

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Fl
Boston,MA02116
83-1037950
Investments DE Harvard Private Capital Realty Inc
 
C Corporation 0 0 100.00 % Yes  
(35) Atlantic Toronto 365 Church Street General Partner Inc

 
 
Investments CA Atlantic Toronto Holdings Inc
 
C Corporation 0 27 99.99 % Yes  
(36) Atlantic Toronto A-P General Partner Inc

 
 
98-0668180
Investments CA Atlantic Toronto Holdings Inc
 
C Corporation 0 1 99.99 % Yes  
(37) Atlantic Toronto Grenville General Partner Inc

 
 
Investments CA Atlantic Toronto Holdings Inc
 
C Corporation 0 24 99.99 % Yes  
(38) Atlantic Toronto Holdings Inc

 
 
98-0668178
Investments CA Atlantic Toronto LP
 
C Corporation 0 5,171,005 99.99 % Yes  
(39) Atlantic Urban Retail Inc

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Fl
Boston,MA02116
32-6261983
Investments DE Atlantic Urban Retail Holdings LLC (Atlantic US Real Estate LLC)
 
C Corporation 1,819,898 38,545,037 96.80 % Yes  
(40) Atlantic WLS II REIT LLC

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Fl
Boston,MA02116
83-1037881
Investments DE Harvard Private Capital Realty Inc
 
C Corporation 0 0 100.00 % Yes  
(41) Bain Capital Special Situations Europe (A) LP

 
 
98-1422541
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -768,271 40,806,854 100.00 % Yes  
(42) BainBridge CC Urbana Apartments REIT Inc

12765 West Forest Hill Blvd
Suite 1307
Wellington,FL33414
47-1171921
Investments DE BainBridge CC Urbana Apartments LLC
 
C Corporation -572,771 41,011,770 85.38 % Yes  
(43) BCC Cambridge (Cayman GP Loans) LP

 
 
98-1495663
Investments CJ Luxco Lending Fund II Sarl
 
C Corporation -3,070 904,640 100.00 % Yes  
(44) BCC Cambridge (Cayman GP Revolvers) LP

 
 
98-1495639
Investments CJ Luxco Lending Fund II Sarl
 
C Corporation -3,169 110,206 100.00 % Yes  
(45) BCC Cambridge (GP Loans) SARL

 
 
98-1422127
Investments LU LuxCo Lending Fund SARL
 
C Corporation 0 0 100.00 % Yes  
(46) BCC Cambridge (GP Revolvers) SARL

 
 
98-1422143
Investments LU LuxCo Lending Fund SARL
 
C Corporation 0 0 100.00 % Yes  
(47) Black Kite Pty Ltd

 
 
Investments AS Blue Marble Holdings Corp
 
C Corporation 0 0 100.00 % Yes  
(48) Black Kite Trust

 
 
98-6063158
Investments AS SWT LP
 
C Corporation 13,049,622 79,849,890 100.00 % Yes  
(49) BLC Fund B LP

 
 
98-1251361
Investments CJ ITAY LLC
 
C Corporation -9,761,060 59,239,013 71.26 % Yes  
(50) BLC II Fund B LP

 
 
98-1386349
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -4,999,578 61,585,471 52.85 % Yes  
(51) Blue Atlantic Investors II Inc

353 North Clark Street Suite 730
Chicago,IL60654
46-1452116
Investments DE Blue Atlantic Acquisition Group II LLC
 
C Corporation -1,711,613 183,878,638 94.87 % Yes  
(52) Blue Atlantic Investors Inc

353 North Clark Street Suite 730
Chicago,IL60654
45-1022813
Investments MD Blue Atlantic Acquisition Group LLC
 
C Corporation -1,324,310 43,328,935 94.68 % Yes  
(53) Blue Atlantic Shuttle II LLC

353 North Clark Street Suite 730
Chicago,IL60654
36-4851337
Investments DE Blue Atlantic Investors II Inc
 
C Corporation -5,662 68,434 94.87 % Yes  
(54) Bramshill Tactical Fixed Income Fund Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -8,281,095 391,728,755 99.94 % Yes  
(55) Brodiaea Inc

444 Higuera Street Suite 202
San Luis Obispo,CA93401
90-0862085
Investments DE Bellum LLC
 
C Corporation 0 193,973,212 100.00 % Yes  
(56) Cambridge Square Institutional Fund LP

 
 
98-1370452
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -1,462,571 280,822,545 100.00 % Yes  
(57) Cantuta Ltd

 
 
Investments CJ Phemus Corporation
 
C Corporation 0 0 100.00 % Yes  
(58) Caracara Ltd

 
 
98-1098610
Investments CJ Sobralia Ltd
 
C Corporation -3,096 6,850 100.00 % Yes  
(59) Caracol Agropecuaria Ltda

 
 
98-0642730
Investments BR Guara LLC
 
C Corporation 0 0 100.00 % Yes  
(60) CC VII Holdings LLC

 
 
98-1261217
Investments MP Harvard Management Private Equity Corporation
 
C Corporation 4,547,675 56,841,740 52.66 % Yes  
(61) CENTRO HARVARD DAVID ROCKEFELLER PARA ESTUDIOS LATINOAMERICANOS AC

 
 
FACULTY AND STUDENT ACTIVITIES MX President and Fellows of Harvard College
 
C Corporation 130,000 0 100.00 % Yes  
(62) CHARITABLE LEAD TRUSTS (44)

 
 
CHARITABLE TRUST MA President and Fellows of Harvard College
 
C Corporation 0 0 0 % Yes  
(63) CHARITABLE REMAINDER TRUSTS (792)

 
 
CHARITABLE TRUST MA President and Fellows of Harvard College
 
C Corporation 0 0 0 % Yes  
(64) Cheval SP Participacoes Ltda

 
 
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation 33,545 1,734,207 98.90 % Yes  
(65) Clag (Chile) SpA

 
 
98-0650099
Investments CI CLAG LLC
 
C Corporation 13,105,458 57,615,070 100.00 % Yes  
(66) Composition Capital Europe Fund CV

 
 
98-0459793
Investments NL Harvard Private Capital Realty Inc
 
C Corporation -441,770 73,330 58.25 % Yes  
(67) Composition Capital Europe II Feeder CV

 
 
98-0569903
Investments NL Harvard Private Capital Realty Inc
 
C Corporation -81,006 10,988 71.75 % Yes  
(68) Composition Feeder GmbH

 
 
Investments GM Composition Capital Europe Fund CV
 
C Corporation 0 0 58.25 % Yes  
(69) Copayapu SpA

 
 
98-1112517
Investments CI Palpana LLC
 
C Corporation -6,756 2,863,423 100.00 % Yes  
(70) Coral Living V REIT LLC

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Fl
Boston,MA02116
82-5178416
Investments DE Harvard Private Capital Realty Inc
 
C Corporation 0 0 100.00 % Yes  
(71) CSH Program REIT II Inc

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
30-0783361
Investments DE CSH Senior Housing II LLC
 
C Corporation 59,797,837 42,719,414 96.34 % Yes  
(72) CSH Program REIT III Inc

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
47-0981643
Investments DE CSH Senior Housing III LLC
 
C Corporation 6,816,066 223,749,734 96.32 % Yes  
(73) CSH Program REIT IV Inc

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
81-4646057
Investments DE Coral Senior Housing IV LLC
 
C Corporation -474,625 219,479,844 96.32 % Yes  
(74) CSH TRS Holding III LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
32-0410113
Investments DE CSH Program REIT II Inc
 
C Corporation -67,270 974,065 96.34 % Yes  
(75) CSH TRS Holding IV LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
35-2508708
Investments DE CSH Program REIT III Inc
 
C Corporation -3,828,561 2,054,319 96.32 % Yes  
(76) CSH TRS Holding V LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
81-5203398
Investments DE CSH Program REIT IV Inc
 
C Corporation 684,770 1,987,511 96.32 % Yes  
(77) Dairy Farms Partnership

 
 
98-0594944
Investments NZ DF1 Ltd
 
C Corporation 156,941 66,631,850 100.00 % Yes  
(78) DG Participants Ltd

 
 
98-1167777
Investments CJ President and Fellows of Harvard College
 
C Corporation 0 0 100.00 % Yes  
(79) EAE Atlantic II Inc

C/O AE Real Estate Holdings LLC
1065 Avenue of the Americas
New York,NY10018
80-0954229
Investments DE EAE Atlantic LLC
 
C Corporation -714,057 73,408,522 87.99 % Yes  
(80) EAE Atlantic III Inc

C/O AE Real Estate Holdings LLC
1065 Avenue of the Americas
New York,NY10018
30-0835462
Investments DE EAE Atlantic LLC
 
C Corporation -5,682,586 216,524,216 87.99 % Yes  
(81) EAE Atlantic IV Inc

C/O AE Real Estate Holdings LLC
1065 Avenue of the Americas
New York,NY10018
36-4797540
Investments DE EAE Atlantic LLC
 
C Corporation -3,372,724 123,663,104 87.99 % Yes  
(82) EAE Atlantic TRS LLC

C/O AE Real Estate Holdings LLC
1065 Avenue of the Americas
New York,NY10018
38-3978612
Investments DE EAE Atlantic IV Inc
 
C Corporation 10,800 52,538 87.99 % Yes  
(83) Eastern Rosella Trust

 
 
98-1131698
Investments AS Green Rosella Trust
 
C Corporation 0 21,547,334 100.00 % Yes  
(84) Eco Cebaco SA

 
 
Investments PM Nicateca Inc
 
C Corporation -93,088 27,015,324 100.00 % Yes  
(85) Ecuador Timber LP

 
 
98-0458318
Investments CJ Phemus Corporation
 
C Corporation 530,323 69,891,734 80.00 % Yes  
(86) El Maria SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -1,536 588,258 100.00 % Yes  
(87) Emerald Catastrophe Fund Ltd

 
 
98-1194784
Investments BD Harvard Management Private Equity Corporation
 
C Corporation -7,177,370 51,596,899 98.76 % Yes  
(88) Empresa Ecologica Del Orinoco SAS

 
 
Investments CO Toucanet SA
 
C Corporation -1,966,586 1,605,741 100.00 % Yes  
(89) Empresas Verdes Argentina SA

 
 
Investments AR Pino LLC
 
C Corporation -1,449,648 50,825,615 100.00 % Yes  
(90) Estancia Celina SA

 
 
Investments AR Las Misiones SA
 
C Corporation -1,397,725 6,933,711 100.00 % Yes  
(91) Evolution Credit Partners I (Cayman) LP

125 High Street High Street Tower
26th Floor
Boston,MA02210
98-1418348
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 1,749,436 114,980,996 95.45 % Yes  
(92) Evolution Credit Partners I SLP LLC

 
 
98-1427934
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 0 0 100.00 % Yes  
(93) Exportadora Clag Chile SpA

 
 
Investments CI Clag (Chile) SpA
 
C Corporation 0 0 100.00 % Yes  
(94) Flamenco SpA

 
 
98-1120387
Investments CI Copayapu SpA
 
C Corporation -3,030 397,777 100.00 % Yes  
(95) Florestas do Sul Agroflorestal Ltda

 
 
98-0493906
Investments BR Cattleya LLC
 
C Corporation 21,475,878 128,956,975 100.00 % Yes  
(96) Forestal Bosquepalm Cia Ltda

 
 
Investments EC Ecuador Timber LP
 
C Corporation -2,377,348 22,240,264 79.80 % Yes  
(97) Forestal Foresvergal Cia Ltda

 
 
Investments EC Ecuador Timber LP
 
C Corporation -3,323,801 27,044,417 79.80 % Yes  
(98) Fortaleza Agroindustrial Ltda

 
 
Investments BR Insolo Agroindustrial SA
 
C Corporation -337,054 12,520,233 100.00 % Yes  
(99) Francolin

 
 
98-1006384
Investments CJ Shipping Venture Corporation
 
C Corporation -35 0 100.00 % Yes  
(100) FRIENDS OF HARVARD HONG KONG TRUST

114 MOUNT AUBURN ST 5TH FL
CAMBRIDGE,MA02138
47-7237666
TRUST FOR CONTRIBUTIONS HK HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
C Corporation 2,621,975 78 100.00 % Yes  
(101) FSP-Marlboro Lessee LLC

178 South Main Street Suite 375
Alparetta,GA30009
38-3976284
Investments DE Coral-FSP Investment Fund II LLC
 
C Corporation 140,578 0 81.89 % Yes  
(102) Galileia Agroindustrial Ltda

 
 
Investments BR Insolo Agroindustrial SA
 
C Corporation 3,351,632 41,905,935 100.00 % Yes  
(103) Gateway Real Estate Fund III - TE LP

 
 
98-0669480
Investments CJ Harvard Private Capital Realty Inc
 
C Corporation 4,558,052 36,753,127 64.93 % Yes  
(104) Gavea Investment Fund II B LP

 
 
98-0537951
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -117,000 1,158,000 100.00 % Yes  
(105) Gavea Jus Brazilian Government Liabilities Fund II-B LP

 
 
98-0702067
Investments CJ ITAY LLC
 
C Corporation -37,995 423,280 58.63 % Yes  
(106) GAXL (HMPEC) Ltd

 
 
98-1309328
Investments BD Harvard Management Private Equity Corporation
 
C Corporation -20,934 0 100.00 % Yes  
(107) GBE Development I Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 272,192 98.90 % Yes  
(108) GBE Development II Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -29,915 22,334 98.90 % Yes  
(109) GBE Development III Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 10,533 98.90 % Yes  
(110) GBE Development IV Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 151,341 98.90 % Yes  
(111) GBE Development V Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -5,249,497 5,181,186 98.90 % Yes  
(112) GBE Development VI Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.90 % Yes  
(113) GBE Fazendas Ltda

 
 
Investments BR GBE Properties II Ltd
 
C Corporation 853 3,025,226 98.90 % Yes  
(114) GBE Holdings Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 4,227 98.90 % Yes  
(115) GBE Investments Limited

 
 
Investments CJ GBE Investments LP
 
C Corporation -11,266,486 50,027,771 98.90 % Yes  
(116) GBE Participacoes Imobiliarias Ltda

 
 
Investments BR Represa Properties Ltd
 
C Corporation 103 0 98.90 % Yes  
(117) GBE Projetos Agricolas II Ltda

 
 
Investments BR GBE Development II Ltd
 
C Corporation 3,295 52,832 98.90 % Yes  
(118) GBE Properties I Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -4,946 3,624,748 98.90 % Yes  
(119) GBE Properties II Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -5,060 3,022,912 98.90 % Yes  
(120) GBE Properties III Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -1,245 698,933 98.90 % Yes  
(121) GBE Properties IV Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -9,463,935 245,799 98.90 % Yes  
(122) GBE Properties V Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 4,205,901 98.90 % Yes  
(123) GBE Properties VI Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 4,119 98.90 % Yes  
(124) GBE Properties VII Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 1,306 98.90 % Yes  
(125) GBE Propriedades e Empreendimentos Imobiliarios Bahia Ltda

 
 
Investments BR Terracal Propriedades Ltda
 
C Corporation 198 3,719,457 98.90 % Yes  
(126) GBE Propriedades e Empreendimentos Imobiliarios Guadalupe Ltda

 
 
Investments BR Terracal Propriedades Ltda
 
C Corporation 507 5,162,351 98.90 % Yes  
(127) GBE Propriedades e Empreendimentos Imobiliarios Maranhao Ltda

 
 
Investments BR GBE Propriedades Holdings Maranhao Ltda
 
C Corporation 209 0 98.90 % Yes  
(128) GBE Propriedades e Empreendimentos Imobiliarios Minas Gerais Ltda

 
 
Investments BR Terracal Propriedades Ltda
 
C Corporation 1,961 9,548,955 98.90 % Yes  
(129) GBE Propriedades e Empreendimentos Imobiliarios Piaui Ltda

 
 
Investments BR Terracal Propriedades Ltda
 
C Corporation 11,791 4,166,814 98.90 % Yes  
(130) GBE Propriedades e Empreendimentos Imobiliarios Tocantins Ltda

 
 
Investments BR Terracal Propriedades Ltda
 
C Corporation 176,560 0 98.90 % Yes  
(131) GBE Propriedades Holdings Bahia Ltda

 
 
Investments BR GBE Properties III Ltd
 
C Corporation 107 0 98.90 % Yes  
(132) GBE Propriedades Holdings Guadalupe Ltda

 
 
Investments BR Represa Properties Ltd
 
C Corporation 107 0 98.90 % Yes  
(133) GBE Propriedades Holdings Maranhao Ltda

 
 
Investments BR GBE Properties VII Ltd
 
C Corporation 209 0 98.90 % Yes  
(134) GBE Propriedades Holdings Tocantins Ltda

 
 
Investments BR GBE Properties IV Ltd
 
C Corporation -1,896,936 46,903 98.90 % Yes  
(135) GBE Propriedades Participacoes Piaui Ltda

 
 
Investments BR GBE Properties I Ltd
 
C Corporation 209 0 98.90 % Yes  
(136) Gerrity Atlantic Retail Partners Inc

973 Lomas Santa Fe Drive
Solana Beach,CA92075
27-4802513
Investments DE Gerrity Atlantic Retail Partners LLC
 
C Corporation 13,686,171 97,202,687 95.14 % Yes  
(137) Gerrity Retail Fund 2 Inc

973 Lomas Santa Fe Drive
Solana Beach,CA92075
46-4417545
Investments DE Gerrity Atlantic Retail Partners LLC
 
C Corporation 27,469,043 612,497,829 95.14 % Yes  
(138) Granary Normandien (Proprietary) Limited

 
 
98-0610461
Investments SF Demeter Holdings Corporation
 
C Corporation -1,599,377 20,108,580 100.00 % Yes  
(139) Green Rosella Trust

 
 
98-1126908
Investments AS Rosella Ltd
 
C Corporation -56,593 61,039,238 100.00 % Yes  
(140) Greengold Agrirom SRL

 
 
98-1091760
Investments RO Greengold European Capital SA
 
C Corporation 63,975 0 100.00 % Yes  
(141) Greengold European Capital SA

 
 
Investments LU Bellflower LLC
 
C Corporation -4,171,038 289,290 100.00 % Yes  
(142) Greengold Future Trees SRL

 
 
98-1206286
Investments RO Greengold European Capital SA
 
C Corporation -655,230 8,269,419 100.00 % Yes  
(143) GreenGold Value Forests Lithuania UAB

 
 
98-1117259
Investments LH Greengold European Capital SA
 
C Corporation -36,793 225,868 100.00 % Yes  
(144) Guanare AARL

 
 
98-0641951
Investments UY Phemus Corporation
 
C Corporation -781,548 41,289,748 100.00 % Yes  
(145) Guanare SA

 
 
Investments UY Phemus Corporation
 
C Corporation 804,539 89,282,548 100.00 % Yes  
(146) Harbour Offshore Fund IV LP

 
 
98-1414548
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -4,266,378 5,484,668 56.70 % Yes  
(147) HARVARD ARASTIRMA VE EGITIM MERKEZI ISTANBUL LIMITED SIRKETI

 
 
RESEARCH SUPPORT/EVENT SUPPORT TU HARVARD INTERNATIONAL LLC
 
C Corporation 35,608 160,336 100.00 % Yes  
(148) HARVARD BUSINESS SCHOOL PUBLISHING ASIA PACIFIC LTD

 
 
SALES SUPPORT SN HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 1,914,185 684,766 100.00 % Yes  
(149) HARVARD BUSINESS SCHOOL PUBLISHING AUSTRALIA PTY LTD

C/O PWC ONE INTERNATIONAL TOWERS
WATERMANS QUAY,BARANGAROONSW2000
AS
SALES SUPPORT AS HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 580,600 90,977 100.00 % Yes  
(150) HARVARD BUSINESS SCHOOL PUBLISHING DE MEXICO SA DE CV

 
 
SALES SUPPORT MX HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 925,960 125,255 99.99 % Yes  
(151) HARVARD BUSINESS SCHOOL PUBLISHING EUROPE LTD

 
 
SALES SUPPORT UK HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 7,173,567 2,002,472 100.00 % Yes  
(152) HARVARD BUSINESS SCHOOL PUBLISHING FRANCE SAS

 
 
SALES SUPPORT FR HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 1,739,646 678,648 100.00 % Yes  
(153) HARVARD BUSINESS SCHOOL PUBLISHING INDIA PRIVATE LTD

 
 
PUBLISHING SUPPORT IN HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 3,620,677 1,339,770 99.99 % Yes  
(154) HARVARD CENTER SHANGHAI CO LTD

 
 
RESEARCH SUPPORT/LOGISTICAL SUPPORT FOR EVENTS CH HARVARD INTERNATIONAL LLC
 
C Corporation 381,350 6,080,425 100.00 % Yes  
(155) Harvard Private Capital Properties II Inc

600 Atlantic Avenue
Boston,MA02210
04-3140558
Investments DE Harvard Management Private Equity Corporation
 
C Corporation -1,196 0 100.00 % Yes  
(156) Harvard Private Capital Properties III Inc

600 Atlantic Avenue
Boston,MA02210
76-0254935
Investments DE Phemus Corporation
 
C Corporation 0 0 100.00 % Yes  
(157) HARVARD UNIVERSITY PRESS OF NEW YORK

HU PRESS 79 GARDEN ST
CAMBRIDGE,MA02138
13-3784301
PUBLISHING NY President and Fellows of Harvard College
 
C Corporation 0 0 100.00 % Yes  
(158) HARVARD UNIVERSITY PRESS LTD

 
 
BOOK DISTRIBUTION UK President and Fellows of Harvard College
 
C Corporation 4,303,196 -678,902 100.00 % Yes  
(159) HB Cayman Limited

 
 
Investments CJ HB Institutional LP
 
C Corporation 3,659,826 123,525,339 98.03 % Yes  
(160) HG GULF FZ LLC

 
 
EDUCATION AND RESEARCH AE HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
C Corporation 659,341 0 100.00 % Yes  
(161) HIP Bermuda Reinsurance I Limited

 
 
Investments BD Hampden Insurance Partners I LP
 
C Corporation -1,758,723 30,375,609 99.00 % Yes  
(162) HITE MLP Advantage Caymans Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -4,781,405 64,227,368 100.00 % Yes  
(163) HMC Beefeater Inc

1209 Orange Street
Wilmington,DE19801
82-0888543
Investments DE Harvard Management Private Equity Corporation
 
C Corporation 2,766,813 10,772,747 100.00 % Yes  
(164) HMC Juweel Investors LP

 
 
98-1196788
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 0 23,013,077 100.00 % Yes  
(165) Hound Partners Long Fund Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -38,865,835 269,045,483 51.11 % Yes  
(166) Huequi SpA

 
 
Investments CI Copayapu SpA
 
C Corporation 0 0 100.00 % Yes  
(167) Hunter Patton Ltd

 
 
98-1395917
Investments CJ President and Fellows of Harvard College
 
C Corporation 21,578,835 528,836,347 100.00 % Yes  
(168) HZ Co-Investments Limited

 
 
98-1465106
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -76,461 17,308,691 100.00 % Yes  
(169) Ichu Ltd

 
 
Investments CJ Cantuta Ltd
 
C Corporation 0 0 100.00 % Yes  
(170) ILS Property & Casualty Feeder Fund II LP

C/O Credit Suisse Asset Mgmt LLC
One Madison Ave
New York,NY100103629
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -885,955 95,936,352 72.98 % Yes  
(171) Insolo Agroindustrial SA

 
 
Investments BR Investimentos e Participacoes Agricolas Ltda
 
C Corporation 8,613,151 167,144,921 100.00 % Yes  
(172) Inversiones Catival SA

 
 
Investments NU Nicarao Ltd
 
C Corporation 902 224,054 100.00 % Yes  
(173) Inversiones Hefei SAC

 
 
98-1111292
Investments PE Masdevallia Ltd
 
C Corporation -655,368 23,667,189 100.00 % Yes  
(174) Inversiones Lefkada SAC

 
 
98-1110859
Investments PE Sobralia Ltd
 
C Corporation -837,723 6,917,541 100.00 % Yes  
(175) Inversiones Mosqueta SAC

 
 
98-1110734
Investments PE Masdevallia Ltd
 
C Corporation 748,519 30,058,242 100.00 % Yes  
(176) Inversiones Pirona SAC

 
 
98-1111636
Investments PE Stelis Ltd
 
C Corporation -538,493 16,215,624 100.00 % Yes  
(177) Inversiones Santa Rita SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -418 1,854,860 100.00 % Yes  
(178) Inversiones Tres Cumbres Ltda

 
 
98-0446986
Investments CI Phemus Corporation
 
C Corporation 2,276,693 0 100.00 % Yes  
(179) IPE Agroindustrial Ltda

 
 
Investments BR Insolo Agroindustrial SA
 
C Corporation 10,703,869 151,242,808 100.00 % Yes  
(180) Jade Retail Inc

 
 
98-1401548
Investments CJ Atlantic US Real Estate LLC
 
C Corporation 0 0 96.80 % Yes  
(181) Jus BG I - Feeder LP

 
 
98-1018586
Investments CJ ITAY LLC
 
C Corporation -550,953 2,558,572 100.00 % Yes  
(182) La Jacaranda SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -855 66,274 100.00 % Yes  
(183) La Mora SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -1,781 656,463 100.00 % Yes  
(184) La Zarza SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -14,309 3,028,365 100.00 % Yes  
(185) Las Acacias SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -909 48,207 100.00 % Yes  
(186) Las Misiones SA

 
 
Investments AR BT2 Co LLC
 
C Corporation -5,572,744 34,857,182 100.00 % Yes  
(187) LaSalle Asia Opportunity Cayman I Ltd

 
 
98-0447511
Investments CJ Harvard Private Capital Realty Inc
 
C Corporation -3,960 319,437 100.00 % Yes  
(188) Lifetime Centrecourt Grenville Limited Partnership

 
 
98-0684331
Investments CA Atlantic Toronto Holdings Inc
 
C Corporation 887,260 2,360,279 50.00 % Yes  
(189) Lindene Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 0 0 100.00 % Yes  
(190) Longfellow Atlantic REIT II Inc

260 Franklin Street Suite 1520
Boston,MA02110
81-2156530
Investments DE Longfellow Atlantic Holdings LLC
 
C Corporation 20,085,121 132,074,980 95.84 % Yes  
(191) Longfellow Atlantic REIT Inc

260 Franklin Street Suite 1520
Boston,MA02110
46-4628691
Investments DE Longfellow Atlantic Holdings LLC
 
C Corporation 29,549,268 303,623,758 95.84 % Yes  
(192) Longfellow Atlantic TRS LLC

260 Franklin Street Suite 1520
Boston,MA02110
37-1791658
Investments DE Longfellow Atlantic REIT Inc
 
C Corporation 42,972 151,136 95.84 % Yes  
(193) Longstocking Investment Corporation

600 Atlantic Avenue
Boston,MA02210
52-2116455
Investments MA President and Fellows of Harvard College
 
C Corporation -456 0 100.00 % Yes  
(194) Longterm Forest Partners Cia Ltda

 
 
Investments EC Ecuador Timber LP
 
C Corporation -1,230,029 36,307,955 79.80 % Yes  
(195) Los Arrayanes SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -3,663 1,052 100.00 % Yes  
(196) Los Laureles SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -855 381,875 100.00 % Yes  
(197) Luxco Lending Fund II Sarl

 
 
Investments LU Harvard Management Private Equity Corporation
 
C Corporation -125,104 236,304,874 100.00 % Yes  
(198) LuxCo Lending Fund SARL

 
 
98-1422156
Investments LU Harvard Management Private Equity Corporation
 
C Corporation 1,607,115 0 100.00 % Yes  
(199) Maguari Ltd

 
 
98-1097957
Investments CJ Masdevallia Ltd
 
C Corporation -3,096 13,700 100.00 % Yes  
(200) Masdevallia Ltd

 
 
98-1083311
Investments CJ Phemus Corporation
 
C Corporation -2,746 64,309,892 100.00 % Yes  
(201) MCRB Real Estate Investment Trust Inc

1503 LBJ Freeway Suite 300
Dallas,TX75234
46-1195422
Investments DE MCRB LLC
 
C Corporation -40,172 15,162,679 72.51 % Yes  
(202) MCRB Tenant Holdco LLC

1503 LBJ Freeway Suite 300
Dallas,TX75234
46-1195591
Investments DE MCRB Real Estate Investment Trust Inc
 
C Corporation 119,167 334,508 72.51 % Yes  
(203) MDH Atlantic Development REIT II Inc

3715 Northside Parkway NW
Building 400
Atlanta,GA30327
82-2117419
Investments DE MDH Atlantic Holdings II LLC
 
C Corporation 0 0 99.00 % Yes  
(204) MDH Atlantic REIT II Inc

3715 Northside Parkway NW
Building 400
Atlanta,GA30327
82-1589729
Investments DE MDH Atlantic Holdings II LLC
 
C Corporation 0 0 99.00 % Yes  
(205) MDH Atlantic REIT Inc

3715 Northside Parkway NW
Building 400
Atlanta,GA30327
46-5247314
Investments DE MDH Atlantic Holdings LLC
 
C Corporation 30,353,175 0 94.85 % Yes  
(206) Mirabilis SA

 
 
Investments PE Parfen SA
 
C Corporation 0 18,617 99.99 % Yes  
(207) Nazare Agroindustrial Ltda

 
 
Investments BR Insolo Agroindustrial SA
 
C Corporation 314,773 38,860,424 100.00 % Yes  
(208) NCH Investors Fund (HU) Corp

 
 
Investments CJ Phemus Corporation
 
C Corporation 0 0 97.60 % Yes  
(209) Nicarao I Ltd

 
 
98-0643167
Investments CJ Nicarao Ltd
 
C Corporation 0 539,790 100.00 % Yes  
(210) Nicarao II Ltd

 
 
98-0643169
Investments CJ Nicarao Ltd
 
C Corporation 0 539,790 100.00 % Yes  
(211) Nicarao Ltd

 
 
98-0643164
Investments CJ Nicateca Inc
 
C Corporation 0 25,909,936 100.00 % Yes  
(212) Nicateca Inc

 
 
98-0520487
Investments CJ Phemus Corporation
 
C Corporation -500,048 7,522,806 100.00 % Yes  
(213) Nicateca SA

 
 
Investments NU Nicarao Ltd
 
C Corporation 1,257 1,956,879 100.00 % Yes  
(214) Nomina (No 1253) Limited

 
 
Investments UK Hampden Insurance Partners I LP
 
C Corporation -773,378 75,798,888 99.00 % Yes  
(215) Northern Rosella Trust

 
 
98-6081350
Investments AS Green Rosella Trust
 
C Corporation -2,081,835 18,216,403 100.00 % Yes  
(216) OAK-Mosser REIT II Inc

220 Montgomery St 20th Floor
San Francisco,CA94104
82-2028032
Investments DE OAK-Mosser II LLC
 
C Corporation 0 0 93.00 % Yes  
(217) OAK-Mosser REIT Inc

220 Montgomery Street 20th Floor
San Francisco,CA94104
81-3362816
Investments DE OAK-Mosser LLC
 
C Corporation -1,071,542 32,798,865 90.03 % Yes  
(218) Opera SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -136,805 18,335,019 100.00 % Yes  
(219) PAG Asia Alpha Feeder Limited

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation -2,752,112 12,546,076 57.53 % Yes  
(220) Parfen SRL

 
 
Investments UY Azara LLC
 
C Corporation -5,245,946 47,379,117 100.00 % Yes  
(221) Pearl Retail Inc

 
 
98-1048757
Investments CJ Pearl Retail LLC (Atlantic US Real Estate LLC)
 
C Corporation 0 396,344,558 96.80 % Yes  
(222) Pinares AARL

 
 
98-0641950
Investments UY Phemus Corporation
 
C Corporation -5,301 10,199,381 99.99 % Yes  
(223) POOLED INCOME FUNDS (3)

 
 
CHARITABLE TRUST MA President and Fellows of Harvard College
 
C Corporation 0 0 0 % Yes  
(224) Pradaria Agroflorestal Ltda

 
 
98-0642732
Investments BR Global Forest Investments LLC
 
C Corporation -16,563,752 0 100.00 % Yes  
(225) Premier A-1 Services LLC

3519 Fee Fee Rd 221
Bridgeton,MO63044
82-1435302
Investments DE Premier A-1 St Louis Holdings LLC
 
C Corporation 3,622 18,791 94.56 % Yes  
(226) PSI Atlantic Services LLC

530 Oak Court Drive Suite 185
Memphis,TN38117
82-1423777
Investments DE PSI Atlantic Holdings III LLC
 
C Corporation 14,804 30,621 95.52 % Yes  
(227) Pular SpA

 
 
Investments CI Copayapu SpA
 
C Corporation -4,819 375,757 100.00 % Yes  
(228) Regent Office Fund II REIT

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
47-2081357
Investments MD Regent Office Fund II Blocker LLC
 
C Corporation 416,701 702,772 96.80 % Yes  
(229) Represa Properties Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation -47,734 32,740,546 98.90 % Yes  
(230) RETIREMENT PLAN TRUST FOR EMPLOYEES OF HARVARD UNIVERSITY

1033 MASS AVE 3RD FL
CAMBRIDGE,MA02138
04-2636388
RETIREMENT TRUST MA NA
 
C Corporation 0 852,227,520 100.00 % Yes  
(231) Rio Mira Participacoes Ltda

 
 
Investments BR Terracal Propriedades Ltda
 
C Corporation 2,884 18,533,507 98.90 % Yes  
(232) Rosella Hold TC Pty Ltd

 
 
98-1126654
Investments AS Rosella Ltd
 
C Corporation 0 0 100.00 % Yes  
(233) Rosella Ltd

 
 
98-1120479
Investments CJ Blue Marble Holdings Corp
 
C Corporation 6,275,008 132,589,342 100.00 % Yes  
(234) Rosella Sub TC Pty Ltd

 
 
98-1126678
Investments AS Rosella Hold TC Pty Ltd
 
C Corporation 0 0 100.00 % Yes  
(235) Scolopax SRL

 
 
Investments RO Phemus Corporation
 
C Corporation -56,576 237,151 99.99 % Yes  
(236) SLP Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 0 339,706 100.00 % Yes  
(237) Sobralia Ltd

 
 
98-1084076
Investments CJ Phemus Corporation
 
C Corporation -3,096 12,518,761 100.00 % Yes  
(238) Sociedad Explotadora Agricola SpA

 
 
98-0632838
Investments CI Clag (Chile) SpA
 
C Corporation 5,204,935 7,893,664 100.00 % Yes  
(239) Sora Ltd

 
 
98-1098256
Investments CJ Stelis Ltd
 
C Corporation -3,096 6,850 100.00 % Yes  
(240) Star Asia Japan Special Situations IV Blocker LP

125 Gaither Drive Suite L
Mount Laurel,NJ08054
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 0 3,347,561 100.00 % Yes  
(241) Stelis Ltd

 
 
98-1083800
Investments CJ Phemus Corporation
 
C Corporation -3,096 24,262,036 100.00 % Yes  
(242) Sustainable Teak Partcipacoes Ltda

 
 
98-0639215
Investments BR Brazil Teak LLC
 
C Corporation 26,450,863 124,861,548 100.00 % Yes  
(243) Tacora SpA

 
 
Investments CI Copayapu SpA
 
C Corporation -2,734 451,959 100.00 % Yes  
(244) Tagua SpA

 
 
98-1120143
Investments CI Copayapu SpA
 
C Corporation -2,487 245,266 100.00 % Yes  
(245) TDCA REIT Inc

5130 South Alston Avenue Suite 210
Durham,NC27713
47-5575876
Investments DE TDC Atlantic Holdings LLC
 
C Corporation -747,645 56,395,734 92.34 % Yes  
(246) Terena SA

 
 
Investments UY Phemus Corporation
 
C Corporation -2,954,248 42,255,116 100.00 % Yes  
(247) Terracal Alimentos e Bioenergia - Unidade Bahia Ltda

 
 
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation 1,240 233,391 98.90 % Yes  
(248) Terracal Alimentos e Bioenergia - Unidade Maranhao Ltda

 
 
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation -41 36,368 98.90 % Yes  
(249) Terracal Alimentos e Bioenergia - Unidade Minas Gerais Ltda

 
 
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation -127,813 1,903,740 98.90 % Yes  
(250) Terracal Alimentos e Bioenergia Unidade Piaui Acucar e Alcool SA

 
 
Investments BR Terracal - Piaui SA
 
C Corporation 154 626 98.90 % Yes  
(251) Terracal Alimentos e Bioenergia Unidade Piaui Agribusiness SA

 
 
Investments BR Terracal - Piaui SA
 
C Corporation 171 53 98.90 % Yes  
(252) Terracal Alimentos e Bioenergia Unidade Piaui Armazens Gerais Ltda

 
 
Investments BR Terracal - Piaui SA
 
C Corporation -160 67 98.90 % Yes  
(253) Terracal Alimentos e Bioenergia Unidade Piaui Beneficiamento de Cacau Ltd
a
 
 
Investments BR Terracal - Piaui SA
 
C Corporation 30 63 98.90 % Yes  
(254) Terracal Alimentos e Bioenergia Unidade Piaui Energia SA

 
 
Investments BR Terracal - Piaui SA
 
C Corporation 172 76 98.90 % Yes  
(255) Terracal Alimentos e Bioenergia Unidade Piaui Etanol de Segunda Geracao L
tda
 
 
Investments BR Terracal - Piaui SA
 
C Corporation 153 63 98.90 % Yes  
(256) Terracal Alimentos e Bioenergia Unidade Piaui Florestal SA

 
 
Investments BR Terracal - Piaui SA
 
C Corporation 82 58 98.90 % Yes  
(257) Terracal Alimentos e Bioenergia Unidade Piaui Infraestrutura Ltda

 
 
Investments BR Terracal - Piaui SA
 
C Corporation 78 5 98.90 % Yes  
(258) Terracal Alimentos e Bioenergia Unidade Piaui Infrasestrutura de Irrigaca
o SA
 
 
Investments BR Terracal - Piaui SA
 
C Corporation 85 13 98.90 % Yes  
(259) Terracal Alimentos e Bioenergia Unidade Piaui Pasta de Tomate SA

 
 
Investments BR Terracal - Piaui SA
 
C Corporation 153 76 98.90 % Yes  
(260) Terracal Alimentos e Bioenergia - Unidade Piaui Ltda

 
 
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation 310,194 2,814,055 98.90 % Yes  
(261) Terracal Alimentos e Bioenergia - Unidade Tocantins Ltda

 
 
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation 141,435 3,093,374 98.90 % Yes  
(262) Terracal Alimentos e Bioenergia Ltda

 
 
Investments BR GBE Development V Ltd
 
C Corporation 92,963 9,921,876 98.90 % Yes  
(263) Terracal Participacoes Ltda

 
 
Investments BR Represa Properties Ltd
 
C Corporation 270 3,880 98.90 % Yes  
(264) Terracal Propriedades Ltda

 
 
Investments BR Represa Properties Ltd
 
C Corporation 28,873 41,196,137 98.90 % Yes  
(265) Tinamou

 
 
98-1014421
Investments CJ Francolin
 
C Corporation 0 0 100.00 % Yes  
(266) Totora Ltd

 
 
Investments CJ Ichu Ltd
 
C Corporation 0 0 100.00 % Yes  
(267) Toucanet SA

 
 
Investments PM Phemus Corporation
 
C Corporation -306,694 1,701,395 100.00 % Yes  
(268) TPRV Capital Fund Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 13,626,809 412,157,427 53.46 % Yes  
(269) Tunuyan SA

 
 
Investments NU Nicarao Ltd
 
C Corporation -8,327 4,648,049 100.00 % Yes  
(270) Uniteca Agroflorestal SA

 
 
Investments BR Sustainable Teak Partcipacoes Ltda
 
C Corporation 30,500 12,496,285 90.56 % Yes  
(271) USRA Atlantic Net Lease Capital Corp

C/O US Realty Advisors LLC
1370 Avenue of the Americas
New York,NY10019
45-2732642
Investments DE USRA Atlantic Capital Partners LLC
 
C Corporation 15,145,759 101,123,335 69.63 % Yes  
(272) Vista Verde Agroindustrial Ltda

 
 
Investments BR Insolo Agroindustrial SA
 
C Corporation -3,455,778 3,903,589 100.00 % Yes  
(273) West70 Offshore Fund Ltd

 
 
Investments CJ Harvard Management Private Equity Corporation
 
C Corporation 3,426,814 103,066,814 100.00 % Yes  
(274) Western Rosella Trust

 
 
98-1126861
Investments AS Green Rosella Trust
 
C Corporation 710,167 130,721,785 100.00 % Yes  
(275) Wood Village Sub III GARP LLC

973 Lomas Santa Fe Drive
Solana Beach,CA92075
90-0906261
Investments DE Gerrity Atlantic Retail Partners Inc
 
C Corporation 17,956 0 95.14 % Yes  
(276) Wood Village Sub IV GARP LLC

973 Lomas Santa Fe Drive
Solana Beach,CA92075
35-2459520
Investments DE Gerrity Atlantic Retail Partners Inc
 
C Corporation 10,627 0 95.14 % Yes  
(277) Yanteles SpA

 
 
Investments CI Copayapu SpA
 
C Corporation 0 0 100.00 % Yes  
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) AFRICA ACADEMY FOR PUBLIC HEALTH

R 179,435 CASH
(2) AMERICAN REPERTORY THEATRE COMPANY INC

B 2,721,312 CASH
(3) AMERICAN REPERTORY THEATRE COMPANY INC

D 3,965,963 CASH
(4) AMERICAN REPERTORY THEATRE COMPANY INC

J 807,000 CASH
(5) AMERICAN REPERTORY THEATRE COMPANY INC

L 621,240 COST
(6) AMERICAN REPERTORY THEATRE COMPANY INC

M 543,690 CASH
(7) AMERICAN REPERTORY THEATRE COMPANY INC

N 202,000 CASH
(8) ASSOCIACAO DAVID ROCKEFELLER CENTER DE UNIVERSIDADE DE HARVARD

R 750,000 CASH
(9) BLUE MARBLE HOLDING CORP

R 150,895,244 CASH
(10) BLUE MARBLE HOLDING CORP

S 260,295,238 CASH
(11) BOTSWANA-HARVARD AIDS INSTITUTE

R 5,314,753 CASH
(12) CENTRE RECHERCHE EUROPEEN DE LA HBS

B 1,781,918 CASH
(13) CENTRO HARVARD-D ROCKEFELLAR PARA ESTUDIOS LATINAMERICANOS AC

R 130,000 CASH
(14) DEMETER HOLDINGS CORP

R 213,502 CASH
(15) DEMETER HOLDINGS CORP

S 14,317,007 CASH
(16) FRIENDS OF HARVARD HONG KONG TRUST

S 2,683,500 CASH
(17) FUNDACION CENTRO DE INVESTIGACION DE LA ESCUELA DE ADMIN DE EMPRESA

B 836,000 CASH
(18) FUNDACION CENTRO DE INVESTIGACION DE LA ESCUELA DE ADMIN DE EMPRESA

O 165,122 COST
(19) FUNDACION DRCLAS CHILE

R 600,000 CASH
(20) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

A 1,520,448 CASH
(21) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

B 34,999,696 CASH
(22) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

L 1,109,961 COST
(23) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

Q 4,009,896 COST
(24) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

S 115,552 CASH
(25) HARVARD ARASTIRMA VE EGITIM MERKEZI ISTANBUL LIMITED SIRKETI

M 903,483 COST
(26) HARVARD BUSINESS SCHOOL INTERACTIVE INC

S 34,819,859 CASH
(27) HARVARD CENTER SHANGHAI CO LTD

M 3,102,115 COST
(28) HARVARD COMMINGLED ACCOUNT

S 23,077,440 CASH
(29) HARVARD DEDICATED ENERGY LIMITED

D 1,058,090 CASH
(30) HARVARD DEDICATED ENERGY LIMITED

H 16,872,430 COST
(31) HARVARD GLOBAL RESEARCH SUPPORT SERVICES INC

P 4,516,677 COST
(32) HARVARD MAGAZINE INC

A 132,701 COST
(33) HARVARD MAGAZINE INC

R 1,379,170 CASH
(34) HARVARD MANAGEMENT COMPANY

R 138,491,905 CASH
(35) HARVARD MANAGEMENT PRIVATE EQUITY CORP

R 6,807,399,412 CASH
(36) HARVARD MANAGEMENT PRIVATE EQUITY CORP

S 4,573,408,301 CASH
(37) HARVARD PRIVATE CAPITAL HOLDINGS INC

R 19,548,459 CASH
(38) HARVARD PRIVATE CAPITAL HOLDINGS INC

S 1,663,713,895 CASH
(39) HARVARD PRIVATE CAPITAL REALTY INC

R 223,854,751 CASH
(40) HARVARD PRIVATE CAPITAL REALTY INC

S 1,129,363,933 CASH
(41) HARVARD REAL ESTATE - ALLSTON INC

D 47,106,185 CASH
(42) HARVARD REAL ESTATE - ALLSTON INC

R 1,248,212 CASH
(43) HARVARD REAL ESTATE INC

C 185,670 CASH
(44) HARVARD UNIVERSITY PRESS LTD

D 2,968,641 CASH
(45) HARVARD UNIVERSITY PRESS LTD

G 2,971,767 COST
(46) HARVARD UNIVERSITY PRESS LTD

L 100,000 COST
(47) HARVARD UNIVERSITY PRESS LTD

P 351,156 COST
(48) HARVARD UNIVERSITY PRESS LTD

S 2,350,000 CASH
(49) HARVARD-YENCHING INSTITUTE

R 820,000 CASH
(50) PHEMUS CORP

R 456,499,706 CASH
(51) PHEMUS CORP

S 441,301,470 CASH
(52) RED TOP INC

S 64,340 CASH
(53) STUDENT CLUBS OF HBS INC

A 9,753 CASH
(54) STUDENT CLUBS OF HBS INC

L 64,980 COST
(55) TRUSTEES FOR HARVARD UNIVERSITY

C 10,381,911 COST
(56) TRUSTEES FOR HARVARD UNIVERSITY

L 10,821,902 COST
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part IV IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A TRUST: SPLIT INTEREST TRUSTS: THE TRUSTS LISTED ARE DOMICILED IN MASSACHUSETTS, NEW YORK, AND WASHINGTON, D.C.
Schedule R (Form 990) 2018

Additional Data


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Software Version: 2018v3.1