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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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2021 , and ending 06-30-2022
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 $ 20,284,812,246
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 2021 (Part V, line 2a) ...... 5 34,241
6 Total number of volunteers (estimate if necessary) ............. 6 10,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 21,999,505
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,877,529,760 2,281,389,881
9 Program service revenue (Part VIII, line 2g) ......... 1,659,068,258 2,125,396,553
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,257,253,083 5,010,972,211
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 149,395,723 205,969,543
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 8,943,246,824 9,623,728,188
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 765,886,800 864,490,026
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,513,558,909 2,631,266,780
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 238,257 539,856
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet179,969,783    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,189,138,017 2,330,516,659
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,468,821,983 5,826,813,321
19 Revenue less expenses. Subtract line 18 from line 12....... 3,474,424,841 3,796,914,867
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 72,612,094,000 70,774,664,000
21 Total liabilities (Part X, line 26)............. 11,176,829,000 11,367,565,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 61,435,265,000 59,407,099,000
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 (2021)
Form 990 (2021)
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 $ 4,219,834,886 including grants of $ 655,598,055 ) (Revenue $ 2,031,694,871 )
EDUCATION AND OTHER INSTITUTIONAL ACTIVITIES: HARVARD UNIVERSITY (THE "UNIVERSITY") IS A PRIVATE, NOT-FOR-PROFIT INSTITUTION OF HIGHER EDUCATION WITH APPROXIMATELY 7,131 UNDERGRADUATE AND 14,101 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 $ 911,265,205 including grants of $ 208,891,971 ) (Revenue $ 93,701,682 )
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 expensesMediumBullet5,131,100,091
Form 990 (2021)
Form 990 (2021)
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 Rev. Proc. 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
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
 
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
Yes
 
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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 on 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
56,697
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
34,241
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 , LU , AS , MP , MX , MG , NL , NZ , NU , PM , PE , SN , SF , SP , SZ , TS , TU , BE , UK , UY , BD , BC , BR , CA , CJ , CI , CH , FR , 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
6
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
9
Sponsoring organizations maintaining donor advised funds.
a
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 the 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
 
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
Yes
 
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 on 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 on 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 on 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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA , CT , IL , ME , MD , MA , NY , RI , VT
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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
60.0
.................
3.0
X   X       1,048,985 0 281,215
(2) PAUL J FINNEGAN
 
FELLOW/TREASURER
5.0
.................
6.0
X   X       0 0 0
(3) BIDDY MARTIN
 
FELLOW
5.0
.................
1.0
X           0 0 0
(4) DAVID M RUBENSTEIN
 
FELLOW
5.0
.................
1.0
X           0 0 0
(5) DIANA L NELSON
 
FELLOW
5.0
.................
1.0
X           0 0 0
(6) KAREN GORDON MILLS
 
FELLOW; SENIOR FELLOW AT HBS
45.0
.................
1.0
X           172,032 0 32,419
(7) KENNETH I CHENAULT
 
FELLOW
5.0
.................
1.0
X           0 0 0
(8) MARIANO-FLORENTINO CUELLAR
 
FELLOW
5.0
.................
1.0
X           0 0 0
(9) PENNY S PRITZKER
 
FELLOW
5.0
.................
1.0
X           0 0 0
(10) SHIRLEY M TILGHMAN
 
FELLOW
5.0
.................
1.0
X           0 0 0
(11) THEODORE V WELLS JR
 
FELLOW
5.0
.................
1.0
X           0 0 0
(12) TIMOTHY R BARAKETT
 
FELLOW
5.0
.................
1.0
X           0 0 0
(13) WILLIAM F LEE
 
FELLOW
9.0
.................
1.0
X           0 0 0
(14) ALAN M GARBER
 
PROVOST
60.0
.................
2.0
    X       731,497 0 214,662
(15) BRIAN LEE
 
V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT
60.0
.................
0
    X       780,664 0 67,214
(16) DIANE LOPEZ
 
V.P. AND GENERAL COUNSEL
60.0
.................
0
    X       617,757 0 61,339
(17) KATHERINE N LAPP
 
EXECUTIVE VICE PRESIDENT
60.0
.................
4.0
    X       736,446 0 47,393
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) KLARA JELINKOVA
 
V.P. AND CHIEF INFORMATION OFFICER AS OF 09/13/21
60.0
.......................0
    X       201,095 0 25,071
(19) MANUEL CUEVAS-TRISAN
 
V.P. FOR HUMAN RESOURCES AS OF 08/02/21
60.0
.......................0
    X       265,678 0 31,423
(20) MARC L GOODHEART
 
V.P. AND SECRETARY OF THE UNIVERSITY
60.0
.......................1.0
    X       430,605 0 66,018
(21) MARTHA WHITEHEAD
 
V.P. FOR THE HARVARD LIBRARY
60.0
.......................0
    X       401,195 0 59,958
(22) MEREDITH WEENICK
 
V.P. FOR CAMPUS SERVICES
60.0
.......................5.0
    X       473,180 0 46,017
(23) PAUL ANDREW
 
V.P. PUBLIC AFFAIRS AND COMM.
60.0
.......................0
    X       497,589 0 62,824
(24) THOMAS J HOLLISTER
 
V.P. FOR FINANCE AND C.F.O.
60.0
.......................2.0
    X       544,795 0 69,139
(25) CLAUDINE GAY
 
DEAN, FACULTY OF ARTS SCIENCES
60.0
.......................0.5
      X     646,049 0 233,030
(26) GEORGE Q DALEY
 
DEAN, FACULTY OF MEDICINE
60.0
.......................4.0
      X     893,188 0 36,950
(27) SRIKANT M DATAR
 
DEAN, FACULTY OF BUSINESS AS OF 01/01/21
60.0
.......................0
      X     841,638 0 141,020
(28) BRUCE L HAY
 
FACULTY
60.0
.......................0
        X   796,715 0 54,079
(29) DAVID J MALAN
 
FACULTY
60.0
.......................0
        X   1,550,518 0 47,229
(30) JANICE H HAMMOND
 
FACULTY
60.0
.......................0
        X   783,178 0 50,215
(31) LINDA A HILL
 
FACULTY
48.0
.......................12.0
        X   712,162 81,000 36,681
(32) VILANGADU G NARAYANAN
 
FACULTY
48.0
.......................12.0
        X   747,374 40,000 71,051
(33) ANNE H MARGULIES
 
V.P. AND CHIEF INFORMATION OFFICER UNTIL 05/31/21
0.0
.......................0
          X 716,896 0 33,697
(34) BARBARA J MCNEIL
 
SEE SCHEDULE O
60.0
.......................0
          X 421,109 0 39,903
(35) DREW GILPIN FAUST
 
SEE SCHEDULE O
60.0
.......................0.0
          X 382,082 0 64,221
(36) JEFFREY S FLIER
 
SEE SCHEDULE O
60.0
.......................0
          X 415,575 0 66,875
(37) MARILYN M HAUSAMMANN
 
V.P. FOR HUMAN RESOURCES UNTIL 05/31/21
0.0
.......................0
          X 662,591 0 30,366
(38) MICHAEL D SMITH
 
SEE SCHEDULE O
60.0
.......................0
          X 497,290 0 62,960
(39) NITIN NOHRIA
 
SEE SCHEDULE O
60.0
.......................0
          X 761,254 0 64,478
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 17,729,137 121,000 2,097,447
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 MediumBullet5,458
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
SHAWMUT DESIGN AND CONSTRUCTION

560 HARRISON AVE
BOSTON,MA02118
CONSTRUCTION CONTRACTOR 89,873,727
YOH SERVICES LLC

1500 SPRING GARDEN STREET
PHILADELPHIA,PA19130
EMPLOYMENT SERVICES 56,482,576
LEE KENNEDY CO INC

122 QUINCY SHORE DRIVE
QUINCY,MA02171
CONSTRUCTION CONTRACTOR 37,466,152
TURNER CONSTRUCTION

TWO SEAPORT LANE
SUITE 200
BOSTON,MA02210
CONSTRUCTION CONTRACTOR 35,652,836
SECURITAS SECURITY

1412 BROADWAY
17TH FL
NEW YORK,NY10018
SECURITY SERVICES 31,094,613
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet797
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 3,483,803
c Fundraising events..1c 16,499
d Related organizations1d  
e Government grants (contributions)1e 619,901,463
f All other contributions, gifts, grants, and similar amounts not included above1f 1,657,988,116
g Noncash contributions included in lines 1a - 1f:$ 1g 98,119,842
h Total. Add lines 1a-1f.......MediumBullet 2,281,389,881
 Program Service RevenueAmt Business Code
2a STUDENT TUITION, ROOM BOARD 900099 1,743,200,820 1,743,200,820    
b NON-FEDERAL CONTRACTS 900099 93,701,684 93,701,684    
c AUXILIARY HEALTH SERVICES 621400 75,614,568     75,614,568
d PUBLICATIONS 511130 36,382,809 36,382,809    
e STUDENT/EMPLOYEE SERVICES 611710 25,704,275   150,403 25,553,872
f All other program service revenue. 150,792,397 108,169,987 20,795,323 21,827,087
g Total. Add lines 2a–2f .....MediumBullet 2,125,396,553
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 349,946,534   1,053,779 348,892,755
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 179,924,584     179,924,584
(ii) Personal (i) Real
6a Gross rents   58,381,924 6a
b Less: rental expenses   32,336,386 6b
c Rental income or (loss) 0 26,045,538 6c
d Net rental income or (loss).......MediumBullet 26,045,538     26,045,538
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 6,612,372 15,283,160,398 7a
b Less: cost or other basis and sales expenses 5,910,923 10,622,836,170 7b
c Gain or (loss) 701,449 4,660,324,228 7c
d Net gain or (loss).........MediumBullet 4,661,025,677     4,661,025,677
8a Gross income from fundraising events (not including $ 16,499of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 579
c Net income or (loss) from fundraising events..MediumBullet -579   -579
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
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 9,623,728,188 1,981,455,300 21,999,505 5,338,883,502
Form 990 (2021)
Form 990 (2021)
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 .... 157,508,356 157,508,356
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 678,696,026 678,696,026
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 28,285,644 28,285,644
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 10,791,270 2,208,821 7,372,767 1,209,682
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 2,669,339 2,444,629 224,710  
7 Other salaries and wages........ 2,069,352,110 1,850,375,173 133,203,976 85,772,961
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 165,207,050 147,724,992 10,634,360 6,847,698
9 Other employee benefits ....... 253,946,027 227,073,692 16,346,479 10,525,856
10 Payroll taxes ........... 129,300,984 115,618,473 8,323,091 5,359,420
11 Fees for services (non-employees):        
a Management ...... 34,335,582 32,941,864 939,881 453,837
b Legal ......... 20,038,664 4,550,904 15,086,473 401,287
c Accounting ........... 2,819,019 534,669 2,284,350  
d Lobbying ........... 317,913 218,565 99,348  
e Professional fundraising services. See Part IV, line 17 539,856 539,856
f Investment management fees ...... 147,225,956   147,225,956  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 487,225,725 487,225,725 0 0
12 Advertising and promotion .... 43,420,582 40,983,096 1,295,587 1,141,899
13 Office expenses ....... 213,757,119 200,984,277 7,519,879 5,252,963
14 Information technology ...... 104,564,392 90,226,220 10,345,920 3,992,252
15 Royalties .. 3,849,636 3,818,085 15,328 16,223
16 Occupancy ........... 306,323,303 255,146,947 37,623,765 13,552,591
17 Travel ............ 41,541,359 38,433,469 1,094,791 2,013,099
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 56,586,764 42,662,675 4,215,742 9,708,347
20 Interest ........... 183,659,807 152,494,157 24,344,907 6,820,743
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 402,909,463 365,416,059 20,183,993 17,309,411
23 Insurance ... 24,845,363 8,137,010 16,708,284 69
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 76,056,841 76,056,841    
b TAXES AND FEES 63,782,668 26,371,992 36,418,900 991,776
c BOOKS/PUBLICATIONS 46,486,591 45,964,995 357,115 164,481
d PUBLISHING 15,595,627 12,544,588 797,577 2,253,462
e All other expenses 55,174,285 36,452,147 13,080,268 5,641,870
25 Total functional expenses. Add lines 1 through 24e 5,826,813,321 5,131,100,091 515,743,447 179,969,783
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 (2021)
Form 990 (2021)
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 ........ 36,802,000 1 88,073,000
2 Savings and temporary cash investments ......... 72,302,000 2 72,531,000
3 Pledges and grants receivable, net ...... 2,396,903,000 3 2,662,958,000
4 Accounts receivable, net ............. 197,152,000 4 195,537,000
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
2,036,000 5 3,319,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 375,472,000 7 377,419,000
8 Inventories for sale or use ............ 4,995,000 8 5,103,000
9 Prepaid expenses and deferred charges ...... 297,747,000 9 294,970,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 14,258,399,000
b Less: accumulated depreciation 10b 6,085,995,000 8,197,614,000 10c 8,172,404,000
11 Investments—publicly traded securities . 35,558,106,000 11 31,506,645,000
12 Investments—other securities. See Part IV, line 11 ..... 23,564,711,000 12 25,018,277,000
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,908,254,000 15 2,377,428,000
16 Total assets. Add lines 1 through 15 (must equal line 33)... 72,612,094,000 16 70,774,664,000
Liabilities 17 Accounts payable and accrued expenses ..... 588,490,000 17 576,636,000
18 Grants payable ...   18  
19 Deferred revenue ......... 541,028,000 19 502,256,000
20 Tax-exempt bond liabilities ......... 2,133,050,000 20 2,248,535,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 3,370,149,000 24 3,868,668,000
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 4,544,112,000 25 4,171,470,000
26 Total liabilities. Add lines 17 through 25.. 11,176,829,000 26 11,367,565,000
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 15,532,249,000 27 15,120,586,000
28 Net assets with donor restrictions ........... 45,903,016,000 28 44,286,513,000
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 61,435,265,000 32 59,407,099,000
33 Total liabilities and net assets/fund balances ........ 72,612,094,000 33 70,774,664,000
Form 990 (2021)
Form 990 (2021)
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
9,623,728,188
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,826,813,321
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,796,914,867
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
61,435,265,000
5
Net unrealized gains (losses) on investments ...............
5
-6,123,868,154
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
298,779,413
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
59,407,099,000
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 on
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 (2021)
Form 990 (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 instructions and the latest information.
OMB No. 1545-0047
2021
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) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 1,888,401,380 2,775,718,408 1,419,818,892 1,877,529,760 2,281,389,881 10,242,858,321
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 1,888,401,380 2,775,718,408 1,419,818,892 1,877,529,760 2,281,389,881 10,242,858,321
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) .. 727,896,350
6 Public support. Subtract line 5 from line 4. 9,514,961,971
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4.. 1,888,401,380 2,775,718,408 1,419,818,892 1,877,529,760 2,281,389,881 10,242,858,321
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 369,272,273 462,914,576 470,599,701 396,476,556 587,199,263 2,286,462,369
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 442,728 710,281 189,527 1,134,892 2,477,428
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 141,447,133 129,727,945 132,317,248 96,897,119 122,994,948 623,384,393
11 Total support. Add lines 7 through 10 13,155,182,511
12
12
8,748,554,685
13
First 5 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
72.33 %
15
15
71.46 %
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) 2021

Schedule A (Form 990) 2021
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) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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 on 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) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2021

Schedule A (Form 990) 2021
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2021

Schedule A (Form 990) 2021
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 0.015 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 0.035 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) 2021

Schedule A (Form 990) 2021
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2021
(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, 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 2021. 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 2022. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
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 - 96897119.0, COLUMN E - XXX-XX-XXXX.0, COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - NET INCOME OR (LOSS) FROM FUNDRAISING EVENTS, COLUMN A - 21958.0, COLUMN B - 10579.0, COLUMN C - -450.0, COLUMN D - 0.0, COLUMN E - -579.0, COLUMN F - 31508.0;
Schedule A (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule B
(Form 990)
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
2021
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) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
President and Fellows of Harvard College
 
Employer identification number
04-2103580
Part I
Contributors
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) (2021)
Schedule B (Form 990) (2021)
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) (2021)
Schedule B (Form 990) (2021)
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) (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE C
(Form 990)

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
2021
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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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)
Yes|No
(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? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
317,713
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
252,990
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
570,903
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, 2021 THROUGH JUNE 30, 2022: ISSUES LOBBIED AT THE FEDERAL LEVEL INCLUDE: - ISSUES RELATED TO TAX EXEMPT STATUS, INCLUDING TAXES ON UNRELATED BUSINESS INCOME, NET INVESTMENT INCOME, EXECUTIVE COMPENSATION, STATE AND COMMUNITY PROPOSALS, AND POLICIES RELATED TO CHARITABLE GIVING AND TAX INCENTIVES - ISSUES REGARDING TAX ADMINISTRATION, EMPLOYEE BENEFITS AND HEALTH CARE REFORM - ISSUES RELATED TO PUBLIC HEALTH AND PANDEMIC PREPARATION AND RESPONSE - ISSUES RELATED TO COLLEGE AND UNIVERSITY ENDOWMENTS - BUDGET AND APPROPRIATIONS FOR STUDENT FINANCIAL AID, AND RESEARCH AT NIH, NSF, DOD, DOE, NASA, EPA, ED, NEH, AND HHS - IMMIGRATION LEGISLATION AND VISA ISSUES - EDUCATION AND STUDENT AID ISSUES, SPECIFICALLY PELL GRANTS AND FEDERAL LOANS, CONSUMER AND PUBLIC DISCLOSURES, STEM EDUCATION, COLLEGE COST, ACCOUNTABILITY, GRADUATE EDUCATION, INTERNATIONAL EDUCATION, CAMPUS SAFETY, PUBLIC SERVICE, AND VETERANS AND MILITARY EDUCATION - LEGISLATION CONCERNING MUSEUMS, LIBRARIES, AND HUMANITIES - LEGISLATION CONCERNING US INNOVATION AND COMPETITIVENESS, INCLUDING RESEARCH SECURITY, AUTHORIZATIONS FOR VARIOUS SCIENCE AGENCIES, INCLUDING NIH, OSTP, NSF, NASA, DOD, ENERGY'S OFFICE OF SCIENCE AND OTHER AGENCIES ISSUES LOBBIED FOR THE COMMONWEALTH OF MASSACHUSETTS INCLUDE: - LEGISLATION RELATED TO TAX POLICY REGARDING NONPROFITS - ISSUES AND LEGISLATION RELATED TO COLLEGE AND UNIVERSITY ENDOWMENTS - ISSUES RELATED TO CAMPUS SAFETY - LEGISLATION RELATED TO STUDENT ATHLETICS - ISSUES RELATED TO TRANSPORTATION INFRASTRUCTURE - LEGISLATION AND APPROPRIATIONS RELATED TO STUDENT FINANCIAL AID - LEGISLATION AND ISSUES 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) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2

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 instructions and the latest information.
OMB No. 1545-0047
2021
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 ......... 60  
2 Aggregate value of contributions to (during year) 11,412,681  
3 Aggregate value of grants from (during year) 37,260,561  
4 Aggregate value at end of year ........ 236,764,019  
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 FASB 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 FASB 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 FASB 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) 2021

Schedule D (Form 990) 2021
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 21,638,835
e Distributions during the year .......................... 1e 21,638,835
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 .... 51,619,868,000 40,674,723,000 39,731,489,000 38,047,627,000 35,963,722,000
b Contributions ... 770,348,000 427,462,000 289,890,000 1,203,653,000 532,697,000
c Net investment earnings, gains, and losses -914,067,000 12,445,078,000 2,594,836,000 2,254,628,000 3,226,038,000
d Grants or scholarships ... 322,730,000 286,382,000 301,653,000 294,783,000 279,352,000
e Other expenditures for facilities
and programs ...
1,459,422,000 1,400,197,000 1,408,827,000 1,243,231,000 1,187,262,000
f Administrative expenses .... 268,187,000 240,816,000 231,012,000 236,405,000 208,216,000
g End of year balance ...... 49,425,810,000 51,619,868,000 40,674,723,000 39,731,489,000 38,047,627,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet25.6 %
b
Permanent endowment SchDMd Bullet21.6 %
c
Term endowment SchDMd Bullet52.8 %
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 .....   900,426,000 900,426,000
b Buildings ....   11,405,529,000 4,957,131,000 6,448,398,000
c Leasehold improvements   193,668,000   193,668,000
d Equipment ....   1,411,913,000 1,128,864,000 283,049,000
e Other .....   346,863,000   346,863,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 8,172,404,000
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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) PRIVATE EQUITIES
21,403,837,000 F

(B) REAL ASSETS
3,614,440,000 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 25,018,277,000
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  
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,171,470,000
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) 2021

Schedule D (Form 990) 2021
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) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE E(Form 990)

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 the latest information.
OMB No. 1545-0047 2021Open 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 on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or 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 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2021)
Schedule E (Form 990) (2021)
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) (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
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
2021
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Grantmaking   154,549
Central America and the Caribbean 0 0 Program Services UNIVERSITY ACTIVITIES 264,863
East Asia and the Pacific     Fundraising   806
East Asia and the Pacific     Grantmaking   2,271,947
East Asia and the Pacific     Investments   6,434,197
East Asia and the Pacific 2 6 Program Services UNIVERSITY ACTIVITIES 4,103,680
Europe (Including Iceland and Greenland)     Fundraising   389,422
Europe (Including Iceland and Greenland)     Grantmaking   9,779,583
Europe (Including Iceland and Greenland) 1 45 Program Services UNIVERSITY ACTIVITIES 22,632,070
Europe (Including Iceland and Greenland)     Investments   249,054,360
Middle East and North Africa     Fundraising   1,436
Middle East and North Africa     Grantmaking   630,449
Middle East and North Africa 0 11 Program Services UNIVERSITY ACTIVITIES 1,712,431
North America (Canada Mexico only)     Fundraising   63,810
North America (Canada Mexico only)     Grantmaking   1,899,883
North America (Canada Mexico only) 0 11 Program Services UNIVERSITY ACTIVITIES 2,334,055
Russia and Neighboring States     Grantmaking   136,076
Russia and Neighboring States 0 0 Program Services UNIVERSITY ACTIVITIES 244,730
South America     Fundraising   998
South America     Grantmaking   2,190,511
South America 0 8 Program Services UNIVERSITY ACTIVITIES 1,139,661
South Asia     Fundraising   6,141
South Asia     Grantmaking   2,501,057
South Asia 0 16 Program Services UNIVERSITY ACTIVITIES 1,894,136
Sub-Saharan Africa     Fundraising   9,134
Sub-Saharan Africa     Grantmaking   8,721,589
Sub-Saharan Africa 0 10 Program Services UNIVERSITY ACTIVITIES 10,350,004
3a Sub-total .... 3 73 301,727,541
b Total from continuation sheets to Part I ... 0 34 27,194,037
c Totals (add lines 3a and 3b) 3 107 328,921,578
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 3,107,577 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 1,074,820 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 962,432 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 915,387 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 869,127 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 819,897 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 799,051 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 705,546 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 613,895 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 512,276 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 504,751 EFT OR CHECK      
North America (Canada Mexico only) SPONSORED RESEARCH SUB-AWARD 500,000 EFT OR CHECK      
North America (Canada Mexico only) SPONSORED RESEARCH SUB-AWARD 432,433 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 414,877 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 369,639 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 352,799 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 350,075 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 344,321 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 329,296 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 291,348 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 290,454 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 282,102 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 274,670 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 263,391 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 243,853 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 243,407 EFT OR CHECK      
North America (Canada Mexico only) SPONSORED RESEARCH SUB-AWARD 230,049 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 219,610 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 212,163 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 210,408 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 203,015 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 197,950 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 197,362 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 186,655 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 160,439 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 150,783 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 150,000 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 150,000 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 138,673 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 112,293 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 108,129 EFT OR CHECK      
North America (Canada Mexico only) SPONSORED RESEARCH SUB-AWARD 107,625 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 105,504 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 100,374 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 99,806 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 88,911 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 87,250 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 83,854 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 83,053 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 81,725 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 77,813 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 77,494 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 72,642 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 71,860 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 71,374 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 71,055 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 69,991 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 69,604 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 68,893 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 63,423 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 59,990 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 59,720 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 58,992 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 54,346 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 54,286 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 49,944 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 49,859 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 49,457 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 49,074 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 48,856 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 48,000 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 44,092 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 43,992 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 43,936 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 40,000 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 38,634 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 37,932 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 37,704 EFT OR CHECK      
South America SPONSORED RESEARCH SUB-AWARD 37,663 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 36,052 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 34,942 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 31,538 EFT OR CHECK      
Russia and Neighboring States SPONSORED RESEARCH SUB-AWARD 30,969 EFT OR CHECK      
Russia and Neighboring States SPONSORED RESEARCH SUB-AWARD 28,408 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 25,805 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 25,656 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 24,389 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 23,492 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 22,994 EFT OR CHECK      
North America (Canada Mexico only) SPONSORED RESEARCH SUB-AWARD 22,783 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 22,406 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 21,895 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 21,622 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 20,275 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 20,185 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 20,003 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 19,440 EFT OR CHECK      
Central America and the Caribbean SPONSORED RESEARCH SUB-AWARD 18,750 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 17,836 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 16,639 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 16,561 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 16,499 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 16,342 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 15,075 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 14,229 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 13,770 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 13,648 EFT OR CHECK      
East Asia and the Pacific SPONSORED RESEARCH SUB-AWARD 10,350 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 9,700 EFT OR CHECK      
Middle East and North Africa SPONSORED RESEARCH SUB-AWARD 9,384 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 9,037 EFT OR CHECK      
Sub-Saharan Africa SPONSORED RESEARCH SUB-AWARD 7,920 EFT OR CHECK      
Central America and the Caribbean SPONSORED RESEARCH SUB-AWARD 7,920 EFT OR CHECK      
Europe (Including Iceland and Greenland) SPONSORED RESEARCH SUB-AWARD 6,102 EFT OR CHECK      
North America (Canada Mexico only) SPONSORED RESEARCH SUB-AWARD 5,280 EFT OR CHECK      
South Asia SPONSORED RESEARCH SUB-AWARD 5,057 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
93
3 Enter total number of other organizations or entities .......................MediumBullet
23
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
Graduate Student Stipend Grants East Asia and the Pacific 28 193,845 ETF OR CHECK      
Graduate Student Stipend Grants Europe (Including Iceland and Greenland) 8 148,477 ETF OR CHECK      
Graduate Student Stipend Grants South Asia 15 117,801 ETF OR CHECK      
Graduate Student Stipend Grants North America (Canada Mexico only) 18 67,719 ETF OR CHECK      
Graduate Student Stipend Grants South America 16 66,218 ETF OR CHECK      
Graduate Student Stipend Grants Central America and the Caribbean 1 36,000 ETF OR CHECK      
Graduate Student Stipend Grants Sub-Saharan Africa 10 24,029 ETF OR CHECK      
Graduate Student Stipend Grants Middle East and North Africa 4 16,368 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Europe (Including Iceland and Greenland) 16 642,608 ETF OR CHECK      
Grants and Awards to Non-Harvard Students East Asia and the Pacific 24 409,289 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Sub-Saharan Africa 15 219,070 ETF OR CHECK      
Grants and Awards to Non-Harvard Students South America 21 199,810 ETF OR CHECK      
Grants and Awards to Non-Harvard Students North America (Canada Mexico only) 46 116,770 ETF OR CHECK      
Grants and Awards to Non-Harvard Students South Asia 26 115,185 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Middle East and North Africa 9 106,259 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Russia and Neighboring States 2 23,750 ETF OR CHECK      
Grants and Awards to Non-Harvard Students Central America and the Caribbean 3 5,224 ETF OR CHECK      
Nonstudent Prizes and Awards Europe (Including Iceland and Greenland) 4 886 ETF OR CHECK      
Nonstudent Prizes and Awards East Asia and the Pacific 1 100 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Europe (Including Iceland and Greenland) 12 185,261 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards East Asia and the Pacific 15 75,850 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Sub-Saharan Africa 11 72,847 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards South Asia 10 71,837 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards North America (Canada Mexico only) 31 50,779 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Russia and Neighboring States 3 32,230 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Middle East and North Africa 4 23,125 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards South America 2 12,450 ETF OR CHECK      
Other Undergraduate Grants, Prizes, and Awards Central America and the Caribbean 2 12,400 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows Europe (Including Iceland and Greenland) 1 1,148,174 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows South America 4 99,200 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows South Asia 1 87,500 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows North America (Canada Mexico only) 29 32,500 ETF OR CHECK      
Stipends for Post-Doctoral Students and Fellows Sub-Saharan Africa 2 7,700 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Europe (Including Iceland and Greenland) 20 353,428 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans North America (Canada Mexico only) 16 230,465 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans East Asia and the Pacific 11 155,961 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Sub-Saharan Africa 6 108,434 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans South America 10 54,597 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans South Asia 13 49,429 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Central America and the Caribbean 3 36,405 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Middle East and North Africa 2 35,630 ETF OR CHECK      
Student loan Repayment Programs and Forgiven Loans Russia and Neighboring States 4 3,989 ETF OR CHECK      
Student Prizes and Awards Europe (Including Iceland and Greenland) 27 285,044 ETF OR CHECK      
Student Prizes and Awards East Asia and the Pacific 46 215,616 ETF OR CHECK      
Student Prizes and Awards South America 37 200,692 ETF OR CHECK      
Student Prizes and Awards South Asia 35 193,060 ETF OR CHECK      
Student Prizes and Awards Sub-Saharan Africa 24 108,245 ETF OR CHECK      
Student Prizes and Awards North America (Canada Mexico only) 61 103,481 ETF OR CHECK      
Student Prizes and Awards Middle East and North Africa 8 38,693 ETF OR CHECK      
Student Prizes and Awards Central America and the Caribbean 6 37,850 ETF OR CHECK      
Student Prizes and Awards Russia and Neighboring States 3 16,730 ETF OR CHECK      
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
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) 2021
Schedule F (Form 990) 2021
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, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2021
Additional Data


Software ID: 21014044
Software Version: 2021v4.2



SCHEDULE G (Form 990)
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
2021
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 10 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
 
STARR'S ALIGNED
151 WEBSTER STREET
 
WEST NEWTON, MA02465
CONSULTING   No 0 222,000 -222,000
 
BCG CONNECT CREATIVE DIRECT MARKETING
755 MIDDLESEX TURNPIKE
 
BILLERICA, MA01821
DIRECT MAIL FUNDRAISING   No 546,038 175,793 370,245
 
ELPIS ASSOCIATES
C/O HEMENWAY BARNES LLP 75 STATE
 
BOSTON, MA02109
FUNDRAISING CONSULTING   No 2,400,000 77,063 2,322,937
 
JOHN BROWN LIMITED INC
4916 CRESTWOOD DRIVE
 
WACO, TX76710
CONSULTING   No 0 65,000 -65,000
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 2,946,038 539,856 2,406,182
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.
MA, NY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2021
Schedule G (Form 990) 2021
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

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

1

Gross receipts . . . . .

16,499

 

 

16,499

2

Less: Contributions . . . .

16,499

 

 

16,499
3 Gross income (line 1 minus
line 2) . . . . . .

0

0

0

0



VerticalDirectExpenses
4 Cash prizes . . . . . 0     0
5 Noncash prizes . . . . 0     0
6 Rent/facility costs . . . . 0     0
7 Food and beverages . . . 0     0
8 Entertainment . . . . 0     0
9 Other direct expenses . . . 579     579
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 579
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -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) 2021
Schedule G (Form 990) 2021
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 FY22, BUT THE DONOR(S) MAY HAVE MADE THE ORIGINAL PLEDGE(S) IN PRIOR YEARS. THE PROFESSIONAL FUNDRAISING SERVICES DETAILED IN LINE 2B, ACTIVITIES 1, 3, AND 4 ARE FOR CONSULTATION AND COMMUNICATIONS FOR GENERAL FUNDRAISING ACTIVITIES. THE SERVICES ARE NOT PROVIDED FOR A SPECIFIC EVENT OR ACTIVITY IN WHICH THERE IS A DIRECT CONNECTION BETWEEN THE FUNDRAISING ACTIVITY AND THE DONATIONS RECEIVED.
Schedule G (Form 990) 2021
Additional Data


Software ID: 21014044
Software Version: 2021v4.2

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
2021
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
1244 BOYLSTON ST
CHESTNUT HILL,MA02467
16-1056814 IRC 501(C)(3) 15,220,846       RESEARCH SUB-AWARD
(2) BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET
BOSTON,MA02115
04-2312909 IRC 501(C)(3) 14,247,148       RESEARCH SUB-AWARD
(3) MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST
BOSTON,MA021142605
04-1564655 IRC 501(C)(3) 11,370,365       RESEARCH SUB-AWARD
(4) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASS AVE
CAMBRIDGE,MA02139
04-2103594 IRC 501(C)(3) 10,910,731       RESEARCH SUB-AWARD
(5) CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVENUE
BOSTON,MA02115
04-2774441 IRC 501(C)(3) 7,322,192       RESEARCH SUB-AWARD
(6) DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVE
BOSTON,MA02215
04-2263040 IRC 501(C)(3) 5,594,378       RESEARCH SUB-AWARD
(7) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON,MA02215
04-2103881 IRC 501(C)(3) 4,546,511       RESEARCH SUB-AWARD
(8) THE BROAD INSTITUTE
320 CHARLES STREET
CAMBRIDGE,MA02141
26-3428781 IRC 501(C)(3) 3,118,431       RESEARCH SUB-AWARD
(9) UNITED STATES BUREAU OF THE CENSUS
4600 SILVER HILL RD
SUITLAND,MD20746
GOVERNMENTAL UNIT 2,766,498       RESEARCH SUB-AWARD
(10) RAGON INSTITUTE OF MGH MIT AND HARVARD
149 13TH STREET
CHARLESTOWN,MA02129
04-1564655 IRC 501(C)(3) 2,667,262       RESEARCH SUB-AWARD
(11) UMASS MEMORIAL HEALTH CARE INC
55 LAKE AVE NORTH
WORCESTER,MA016550002
04-3358566 IRC 115 2,482,093       RESEARCH SUB-AWARD
(12) UNIVERSITY OF PITTSBURGH
OFFICE OF RESEARCH
4200 FIFTH AVENUE
PITTSBURGH,PA15260
25-0965591 IRC 501(C)(3) 2,071,247       SPONSORED RESEARCH SUB-AWARD
(13) TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROAD
HANOVER,NH037553580
02-0222111 IRC 501(C)(3) 1,866,280       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS AND SPONSORED RESEARCH SUB-AWARD
(14) SOCIAL SCIENCE RESEARCH SOLUTIONS
53 WEST BALTIMORE PIKE
MEDIA,PA19063
NOT EXEMPT 1,811,389       SPONSORED RESEARCH SUB-AWARD
(15) STANFORD UNIVERSITY
3145 PORTER DR
PALO ALTO,CA94304
94-1156365 IRC 501(C)(3) 1,790,750       SPONSORED RESEARCH SUB-AWARD
(16) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN DIEGO
OFFICE OF CONTRACT AND GRANT ADMIN
9500 GILMAN DRIVE MAIL CODE 0934
LA JOLLA,CA920930934
95-6006144 IRC 115 1,601,453       SPONSORED RESEARCH SUB-AWARD
(17) X-CHEM INC
100 BEAVER ST
WALTHAM,MA02453
NOT EXEMPT 1,415,803       SPONSORED RESEARCH SUB-AWARD
(18) UNIVERSITY OF WASHINGTON
GRANT CONTRACT ACCOUNTING
1410 NE CAMPUS PARKWAY
SEATTLE,WA981051122
91-6001537 IRC 115 1,362,811       SPONSORED RESEARCH SUB-AWARD
(19) TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE
BOSTON,MA02215
04-2103547 IRC 501(C)(3) 1,346,196       SPONSORED RESEARCH SUB-AWARD
(20) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX770303498
74-1613878 IRC 501(C)(3) 1,261,579       SPONSORED RESEARCH SUB-AWARD
(21) COLUMBIA UNIVERSITY
OFFICE OF PROJECTS AND GRANTS
1210 AMSTERDAM AVE
NEW YORK,NY10027
13-5598093 IRC 501(C)(3) 1,227,177       SPONSORED RESEARCH SUB-AWARD
(22) MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS INC
40 COURT STREET 10
BOSTON,MA02108
04-2507409 IRC 501(C)(3) 1,225,313       SPONSORED RESEARCH SUB-AWARD
(23) REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES
GRADUATE SCHOOL OF EDUCATION
405 HILGARD AVENUE PO BOX 951361
LOS ANGELES,CA900951361
95-6006143 IRC 115 1,216,555       SPONSORED RESEARCH SUB-AWARD
(24) REGENTS OF THE UNIVERSITY OF MINNESOTA
OFFICE OF THE BOARD OF REGENTS
600 MCNAMARA ALUMNI CENTER
MINNEAPOLIS,MN554552020
41-6007513 IRC 115 1,190,906       SPONSORED RESEARCH SUB-AWARD
(25) JOHNS HOPKINS UNIVERSITY
BLOOMBERG SCHOOL OF PUBLIC HEALTH
615 N WOLFE STREET
BALTIMORE,MD21205
52-0595110 IRC 501(C)(3) 1,143,780       SPONSORED RESEARCH SUB-AWARD
(26) WESTAT CORPORATION
1650 RESEARCH BLVD
ROCKVILLE,MD20850
84-0529566 NOT EXEMPT 1,131,196       SPONSORED RESEARCH SUB-AWARD
(27) ANN AND ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
2300 CHILDRENS PLAZA
CHICAGO,IL606143363
36-2170833 IRC 501(C)(3) 1,119,883       SPONSORED RESEARCH SUB-AWARD
(28) UNIVERSITY OF SOUTHERN CALIFORNIA
DEPARTMENT OF PREVENTIVE MEDICINE
UNIVERSITY GARDENS-UGB 203
LOS ANGELES,CA90033
95-1642394 IRC 501(C)(3) 1,079,973       SPONSORED RESEARCH SUB-AWARD
(29) INDIANA UNIVERSITY
205C BRYAN HALL
105 N INDIANA AVE
BLOOMINGTON,IN474051106
35-6001673 IRC 501(C)(3) 1,035,273       SPONSORED RESEARCH SUB-AWARD
(30) CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROAD
KANSAS CITY,MO64108
44-0605373 IRC 501(C)(3) 1,000,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(31) LANDMARK BIO PBLLC
300 N BEACON STREET
WATERTOWN,MA02472
85-3191139 NOT EXEMPT 1,000,000       COFOUNDER'S CONTRIBUTION
(32) MAGDALENE COLLEGE FOUNDATION
324 GROVE STREET
WORCESTER,MA01605
46-1874309 IRC 501(C)(3) 1,000,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(33) US SCIENCES PO FOUNDATION
85 BROAD STREET
NEW YORK,NY10004
27-0559416 IRC 501(C)(3) 1,000,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(34) UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL
OFFICE OF CONTRACTS GRANTS
103 SOUTH BUILDING CAMPUS BOX 9100
CHAPEL HILL,NC27599
56-6001393 IRC 115 975,408       SPONSORED RESEARCH SUB-AWARD
(35) OLIVANN
1117 MORTON ST
ALAMEDA,CA94501
27-2265572 IRC 501(C)(3) 900,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(36) CASE WESTERN RESERVE UNIVERSITY
OFFICE OF SPONSORED PROJECTS ADMIN
10900 EUCLID AVENUE
CLEVELAND,OH441067015
34-1018992 IRC 501(C)(3) 834,467       SPONSORED RESEARCH SUB-AWARD
(37) UNIVERSITY OF COLORADO AT BOULDER
OFFICE OF CONTRACTS AND GRANTS
ROOM 481 CAMPUS BOX 572
BOULDER,CO803090572
84-6000555 IRC 115 834,124       SPONSORED RESEARCH SUB-AWARD
(38) ABUNDANCE FOUNDATION
127 UNIVERSITY AVE
BERKELEY,CA94710
20-1390469 IRC 501(C)(3) 800,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(39) UNIVERSITY OF SOUTHERN CALIFORNIA SCHOOL OF MEDICINE
2011 ZONAL AVENUE
HMR ROOM 401
LOS ANGELES,CA90033
95-1642394 IRC 501(C)(3) 762,110       SPONSORED RESEARCH SUB-AWARD
(40) CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON,MA021155737
04-2774441 IRC 501(C)(3) 752,800       SPONSORED RESEARCH SUB-AWARD
(41) NORTHEASTERN UNIVERSITY
DIV OF SPONSORED PROJECT ADMIN
360 HUNTINGTON AVE
BOSTON,MA021155000
04-1679980 IRC 501(C)(3) 751,604       SPONSORED RESEARCH SUB-AWARD
(42) THE REGENTS OF THE UNIVERSITY OF COLORADO
DEPT OF PREVENT MED BIOM
DENVER,CO80262
84-6000555 IRC 115 722,874       SPONSORED RESEARCH SUB-AWARD
(43) NEW YORK UNIVERSITY SCHOOL OF MEDICINE
550 FIRST AVENUE
NEW YORK,NY10016
13-5562308 IRC 501(C)(3) 710,720       SPONSORED RESEARCH SUB-AWARD
(44) SMITHSONIAN ASTROPHYSICAL OBSERVATORY
60 GARDEN STREET
CAMBRIDGE,MA02138
GOVERNMENTAL UNIT 705,014       SPONSORED RESEARCH SUB-AWARD
(45) UNIVERSITY OF FLORIDA
DIVISION OF SPONSORED RESEARCH
219 GRINTER HALL BOX 115500
GAINESVILLE,FL326115500
59-6002052 IRC 115 675,181       SPONSORED RESEARCH SUB-AWARD
(46) BOSTON UNIVERSITY SCHOOL OF MEDICINE
715 ALBANY STREET
BOSTON,MA02118
04-2103547 IRC 501(C)(3) 668,776       SPONSORED RESEARCH SUB-AWARD
(47) BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA-BIRMINGHAM
OFFICE OF GRANTS CONTRACTS
1530 3RD AVENUE SOUTH
BIRMINGHAM,AL352940111
63-6001138 IRC 115 656,568       SPONSORED RESEARCH SUB-AWARD
(48) UNIVERSITY OF MIAMI
OFFICE OF SPONSORED PROGRAMS
1507 LEVANTE AVENUE
CORAL GABLES,FL33124
59-0624458 IRC 501(C)(3) 641,804       SPONSORED RESEARCH SUB-AWARD
(49) WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
1300 YORK AVENUE
NEW YORK,NY10065
15-0532082 IRC 501(C)(3) 619,601       SPONSORED RESEARCH SUB-AWARD
(50) BRONX-LEBANON HOSPITAL CENTER
GRANTS MANAGEMENT
1276 FULTON AVE
BRONX,NY10456
13-1974191 IRC 501(C)(3) 619,157       SPONSORED RESEARCH SUB-AWARD
(51) FLORIDA STATE UNIVERSITY
OFFICE OF THE VICE PRESIDENT
222 S COPELAND ST
TALLAHASSEE,FL323063067
59-1961248 IRC 115 614,545       SPONSORED RESEARCH SUB-AWARD
(52) REGENTS OF THE UNIVERSITY OF CALIFORNIA - BERKELEY
2195 HEARST AVE
RM 120
BERKELEY,CA947205940
94-6002123 IRC 115 606,333       SPONSORED RESEARCH SUB-AWARD
(53) JOSLIN DIABETES CENTER
ONE JOSLIN PLACE
BOSTON,MA02215
04-2203836 IRC 501(C)(3) 601,429       SPONSORED RESEARCH SUB-AWARD
(54) QUERA COMPUTING INC
1284 SOLDIERS FIELD ROAD
SOMERVILLE,MA02143
NOT EXEMPT 601,269       SPONSORED RESEARCH SUB-AWARD
(55) NORTHWESTERN UNIVERSITY
OFFICE OF RESEARCH SPONS PROG
633 CLARK STREET
EVANSTON,IL602081110
36-2167817 IRC 501(C)(3) 575,938       SPONSORED RESEARCH SUB-AWARD
(56) THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK
PO BOX 9
ALBANY,NY12201
14-1368361 IRC 501(C)(3) 558,871       SPONSORED RESEARCH SUB-AWARD
(57) UNIVERSITY OF PUERTO RICO

CTR FOR ENERGY AND ENV RESEARCH
PO BOX 363682
SAN JUAN,PR936
RQ
66-0433761 EXEMPT 533,550       SPONSORED RESEARCH SUB-AWARD
(58) CHILDREN'S DIAGNOSTIC AND TREATMENT CENTER INC
1401 S FEDERAL HWY
FORT LAUDERDALE,FL33316
65-1026739 IRC 501(C)(3) 510,885       SPONSORED RESEARCH SUB-AWARD
(59) TULANE UNIVERSITY
OFFICE OF RESEARCH ADMINISTRATION
7029 FRERET ST
NEW ORLEANS,LA70118
72-0423889 IRC 501(C)(3) 509,912       SPONSORED RESEARCH SUB-AWARD
(60) VENICE FAMILY CLINIC
604 ROSE AVENUE
VENICE,CA90291
95-2769432 IRC 501(C)(3) 500,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(61) HARVARD PILGRIM HEALTH CARE FDN
93 WORCESTER ST STE 100
WELLESLEY,MA02481
04-2708004 IRC 501(C)(3) 499,432       SPONSORED RESEARCH SUB-AWARD
(62) UNIVERSITY OF MARYLAND COLLEGE PARK
OFFICE OF RESEARCH ADMIN AND ADVAN
2100 LEE BUILDING
COLLEGE PARK,MD20742
52-6002033 IRC 115 496,919       SPONSORED RESEARCH SUB-AWARD
(63) MASSACHUSETTS EYE AND EAR INFIRMARY
243 CHARLES STREET
BOSTON,MA021143096
04-2103591 IRC 501(C)(3) 464,603       SPONSORED RESEARCH SUB-AWARD
(64) BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA021182393
04-3314093 IRC 501(C)(3) 455,630       SPONSORED RESEARCH SUB-AWARD
(65) ZETTA AI LLC
109 BROADMEAD ST
SHERRILL,NY13461
NOT EXEMPT 451,626       SPONSORED RESEARCH SUB-AWARD
(66) CORNELL UNIVERSITY
OFFICE OF SPONSORED PROGRAMS
120 DAY HALL
ITHACA,NY148532801
15-0532082 IRC 501(C)(3) 448,632       SPONSORED RESEARCH SUB-AWARD
(67) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
500 PARNASSUS AVE
SAN FRANCISCO,CA94143
94-6036493 IRC 115 445,626       SPONSORED RESEARCH SUB-AWARD
(68) CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 CALIFORNIA BLVD
PASADENA,CA91125
95-1643307 IRC 501(C)(3) 428,083       SPONSORED RESEARCH SUB-AWARD
(69) ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS,TN38105
62-0646012 IRC 501(C)(3) 415,138       SPONSORED RESEARCH SUB-AWARD
(70) RAND CORPORATION
1700 MAIN STREET
SANTA MONICA,CA904072138
95-1958142 IRC 501(C)(3) 414,548       SPONSORED RESEARCH SUB-AWARD
(71) UNIVERSITY OF MEDICINE AND DENTISTRY OF NEW JERSEY
185 SOUTH ORANGE AVE
NEWARK,NJ07103
22-1775306 IRC 115 397,025       SPONSORED RESEARCH SUB-AWARD
(72) UNIVERSITY OF CHICAGO
UNIVERSITY RESEARCH ADMINISTRATION
970 EAST 58TH STREET
CHICAGO,IL60637
36-2177139 IRC 501(C)(3) 390,834       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS AND SPONSORED RESEARCH SUB-AWARD
(73) UNIVERSITY OF TEXAS - AUSTIN
PO BOX 7996 MAIN BUILDING 302
AUSTIN,TX787121111
74-6000203 IRC 115 384,243       SPONSORED RESEARCH SUB-AWARD
(74) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE
BRONX,NY10461
47-2209056 IRC 501(C)(3) 375,326       SPONSORED RESEARCH SUB-AWARD
(75) UNIVERSITY OF MASSACHUSETTS - AMHERST
GOODELL BUILDING ROOM 408
AMHERST,MA01003
04-3167352 IRC 115 370,692       SPONSORED RESEARCH SUB-AWARD
(76) EMORY UNIVERSITY
1599 CLIFTON ROAD
ATLANTA,GA30322
58-0566256 IRC 501(C)(3) 357,485       SPONSORED RESEARCH SUB-AWARD
(77) QTECTION LLC
29 WEBSTER ROAD
WESTON,MA024932016
NOT EXEMPT 354,170       SPONSORED RESEARCH SUB-AWARD
(78) UNIVERSITY OF ROCHESTER
OFFICE OF RES PROJECT ADMIN
515 HYLAN BUILDING PO BOX 270140
ROCHESTER,NY14627
16-0743209 IRC 501(C)(3) 348,707       SPONSORED RESEARCH SUB-AWARD
(79) YALE UNIVERSITY
GRANT CONTRACT ADMINISTRATION
PO BOX 208239
NEW HAVEN,CT06521
06-0646973 IRC 501(C)(3) 348,641       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS AND SPONSORED RESEARCH SUB-AWARD
(80) THE MCLEAN HOSPITAL CORPORATION
115 MILL ST
BELMONT,MA024781041
04-2697981 IRC 501(C)(3) 340,820       SPONSORED RESEARCH SUB-AWARD
(81) HYPERLIGHT CORPORATION
501 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
NOT EXEMPT 337,391       SPONSORED RESEARCH SUB-AWARD
(82) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SANTA BARBARA
SPONSORED PROJECTS OFFICE
3227 CHEADLE HALL
SANTA BARBARA,CA931062050
95-6006145 IRC 501(C)(3) 329,166       SPONSORED RESEARCH SUB-AWARD
(83) TUFTS UNIVERSITY SCHOOL OF MEDICINE
GRANTS CONTRACTS ADMINISTRATION
136 HARRISON AVENUE
BOSTON,MA02111
04-2103634 IRC 501(C)(3) 321,997       SPONSORED RESEARCH SUB-AWARD
(84) PRINCETON UNIVERSITY
701 CARNEGIE CENTER STE 445
PRINCETON,NJ08544
21-0634501 IRC 501(C)(3) 311,012       SPONSORED RESEARCH SUB-AWARD
(85) BOSTON UNIVERSITY SCHOOL OF PUBLIC HEALTH
715 ALBANY STREET
BOSTON,MA02118
04-2103547 IRC 501(C)(3) 308,516       SPONSORED RESEARCH SUB-AWARD
(86) OHIO STATE UNIVERSITY
1960 KENNY ROAD
COLUMBUS,OH43210
31-1145986 IRC 115 307,063       SPONSORED RESEARCH SUB-AWARD
(87) BROWN UNIVERSITY
OFFICE OF SPONSORED PROJECTS
164 ANGELL STREET PO BOX 1929
PROVIDENCE,RI02912
05-0258809 IRC 501(C)(3) 295,330       SPONSORED RESEARCH SUB-AWARD
(88) GEORGIA INSTITUTE OF TECHNOLOGYGEORGIA TECH RESEARCH CORPORATION
OFFICE OF CONTRACT ADMIN
CENTEN RESEARCH BLDG ROOM 246
ATLANTA,GA303320420
58-6002023 IRC 501(C)(3) 288,398       SPONSORED RESEARCH SUB-AWARD
(89) BRANDEIS UNIVERSITY
OFFICE OF SPONSORED PROGRAMS
415 SOUTH STREET MS NO 116
WALTHAM,MA024549110
04-2103552 IRC 501(C)(3) 282,408       SPONSORED RESEARCH SUB-AWARD
(90) SPAULDING REHABILITATION HOSPITAL VOLUNTEER SERVICES
300 FIRST STREET
CHARLESTOWN,MA021293109
04-2551124 IRC 501(C)(3) 280,787       SPONSORED RESEARCH SUB-AWARD
(91) UNIVERSITY OF PENNSYLVANIA
OFFICE OF SPONSORED PROGRAMS
110 TECHNOLOGY CENTER BUILDING
UNIVERSITY PARK,PA168027000
23-1352685 IRC 501(C)(3) 278,863       SPONSORED RESEARCH SUB-AWARD
(92) PARTNERS IN HEALTH
800 BOYLSTON STREET
SUITE 300
BOSTON,MA021997032
04-3567502 IRC 501(C)(3) 277,619       SPONSORED RESEARCH SUB-AWARD
(93) RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
190 UNIVERSITY AVE
NEWARK,NJ07102
22-6001086 IRC 501(C)(3) 277,462       SPONSORED RESEARCH SUB-AWARD
(94) RAYTHEON BBN TECHNOLOGIES CORP
870 WINTER ST
WALTHAM,MA02451
NOT EXEMPT 270,161       SPONSORED RESEARCH SUB-AWARD
(95) MAYO CLINIC
4500 SAN PABLO ROAD
JACKSONVILLE,FL32224
59-3337028 IRC 501(C)(3) 269,772       SPONSORED RESEARCH SUB-AWARD
(96) TEXAS A AND M UNIVERSITY
3000 BRIARCREST DRIVE SUITE 101
BRYAN,TX77802
74-2648747 IRC 115 266,646       SPONSORED RESEARCH SUB-AWARD
(97) WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
NINE CAMBRIDGE CENTER
CAMBRIDGE,MA02142
06-1043412 IRC 501(C)(3) 262,124       SPONSORED RESEARCH SUB-AWARD
(98) THE PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVE
COLLEGE OF MEDICINE
HERSHEY,PA17033
24-6000376 IRC 115 260,997       SPONSORED RESEARCH SUB-AWARD
(99) DAVID GEFFEN SCHOOL OF MEDICINE AT UCLA
DEPARTMENT OF NEUROLOGY
710 WESTWOOD PLAZA
LOS ANGELES,CA90095
95-4386558 IRC 115 255,244       SPONSORED RESEARCH SUB-AWARD
(100) FDI CLINICAL RESEARCH

998 MUOZ RIVERA AVE
SAN JUAN,PR927
RQ
EXEMPT 252,909       SPONSORED RESEARCH SUB-AWARD
(101) FREEDOM PHOTONICS
41 AERO CAMINO
SANTA BARBARA,CA93117
NOT EXEMPT 251,361       SPONSORED RESEARCH SUB-AWARD
(102) UNIVERSITY OF OREGON
OFFICE OF SPON RESEARCH ADMIN
PO BOX 3237
EUGENE,OR974035219
46-4727800 IRC 115 250,269       SPONSORED RESEARCH SUB-AWARD
(103) SAN JUAN CITY HOSPITAL

PO BOX 70344
SAN JUAN   009368344
RQ
EXEMPT 248,595       SPONSORED RESEARCH SUB-AWARD
(104) REGENTS OF THE UNIVERSITY OF MICHIGAN
CONTRACTS ADMINISTRATION
4251 PLYMOUTH ROAD
ANN ARBOR,MI48113
38-6006309 IRC 115 248,032       SPONSORED RESEARCH SUB-AWARD
(105) GEORGE WASHINGTON UNIVERSITY
2121 I STREET NW
WASHINGTON,DC20052
53-0196584 IRC 501(C)(3) 247,967       SPONSORED RESEARCH SUB-AWARD
(106) NORTH CAROLINA STATE UNIVERSITY
20 WATAUGA CLUB DRIVE
RALEIGH,NC27607
04-3847594 IRC 501(C)(3) 245,340       SPONSORED RESEARCH SUB-AWARD
(107) CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD
LOS ANGELES,CA90027
95-1690977 IRC 501(C)(3) 241,500       SPONSORED RESEARCH SUB-AWARD
(108) STONY BROOK UNIVERSITY (STATE UNIVERSITY OF NEW YORK)
OFFICE OF SPONSORED PROGRAMS
W 5510 MELVILLE LIBRARY
STONY BROOK,NY117943362
14-6013200 IRC 115 231,645       SPONSORED RESEARCH SUB-AWARD
(109) ALBRIGHT KNOX ART GALLERY
1285 ELMWOOD AVE
BUFFALO,NY14222
16-6001555 IRC 501(C)(3) 230,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(110) AMERICARES
88 HAMILTON AVENUE
STAMFORD,CT06840
06-1008595 IRC 501(C)(3) 227,147       SPONSORED RESEARCH SUB-AWARD
(111) MOREHOUSE SCHOOL OF MEDICINE
NATL SPACE BIOMED RESEARCH INST
720 WESTVIEW DR SW
ATLANTA,GA303101495
58-1438873 IRC 501(C)(3) 221,878       SPONSORED RESEARCH SUB-AWARD
(112) UNIVERSITY OF UTAH
DEPARTMENT OF BIOLOGY
201 BIOLOGY BUILDING
SALT LAKE CITY,UT84112
87-6000525 IRC 115 220,414       SPONSORED RESEARCH SUB-AWARD
(113) UNIVERSITY OF VIRGINIA
OFFICE OF SPONSORED PROGRAMS
PO BOX 400195
CHARLOTTESVILLE,VA229044195
54-6001796 IRC 115 219,160       SPONSORED RESEARCH SUB-AWARD
(114) BOSTON COLLEGE
OFFICE OF RESEARCH ADMIN
MCGUINN HALL 600
CHESNUT HILL,MA024673807
04-2103545 IRC 501(C)(3) 218,058       SPONSORED RESEARCH SUB-AWARD
(115) HENRY M JACKSON FNDN FOR THE ADVANCEMENT OF MILITARY MED
6720A ROCKLEDGE DR STE 100
BETHESDA,MD20817
52-1317896 IRC 501(C)(3) 214,495       SPONSORED RESEARCH SUB-AWARD
(116) RED TOP FOUNDATION
7811 QUAKER ROAD
ORCHARD PARK,NY14127
82-1576521 IRC 501(C)(3) 210,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(117) DUKE UNIVERSITY
OFFICE OF RESEARCH SUPPORT
2 ALLEN BUILDING
DURHAM,NC277080077
56-0532129 IRC 501(C)(3) 206,652       SPONSORED RESEARCH SUB-AWARD
(118) UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA,CA92093
95-6006144 IRC 501(C)(3) 205,922       SPONSORED RESEARCH SUB-AWARD
(119) UNIVERSITY OF MASSACHUSETTS - LOWELL
ONE UNIVERSITY AVE
LOWELL,MA01854
04-2607130 IRC 115 202,435       SPONSORED RESEARCH SUB-AWARD
(120) PHIPPS NEIGHBORHOODS INC
902 BROADWAY
NEW YORK,NY10010
13-2707655 IRC 501(C)(3) 200,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(121) GEORGETOWN UNIVERSITY
OFFICE OF SPONSORED PROGRAMS
PO BOX 571168 37 AND O ST NW
WASHINGTON,DC200571168
53-0196603 IRC 501(C)(3) 195,496       SPONSORED RESEARCH SUB-AWARD
(122) FENWAY COMMUNITY HEALTH CENTER
7 HAVILAND STREET
BOSTON,MA02115
04-2510564 IRC 501(C)(3) 188,461       SPONSORED RESEARCH SUB-AWARD
(123) BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
GRANTS AND CONTRACTS M/C 551
OFFICE OF BUSINESS AFFAIRS
CHICAGO,IL60680
37-6000511 IRC 115 188,153       SPONSORED RESEARCH SUB-AWARD
(124) UNIVERSITY OF COLORADO DENVER
1380 LAWRENCE STREET
DENVER,CO80204
84-6000555 IRC 115 187,560       SPONSORED RESEARCH SUB-AWARD
(125) VETERANS EDUCATION AND RESEARCH ASSOCIATION OF NORTHERN NEW ENGLAND INC
PO BOX 4655
WHITE RIVER JUNCTION,VT05009
22-3091219 IRC 501(C)(3) 183,815       SPONSORED RESEARCH SUB-AWARD
(126) UNIVERSITY OF VERMONT
OFFICE OF SPONSORED PROGRAMS
217 WATERMAN BUILDING
BURLINGTON,VT05405
03-0179440 IRC 115 181,499       SPONSORED RESEARCH SUB-AWARD
(127) KAISER RESEARCH FOUNDATION INSTITUTE
1800 HARRISON STREET 16TH FLOOR
OAKLAND,CA946123433
93-0798039 IRC 501(C)(3) 179,514       SPONSORED RESEARCH SUB-AWARD
(128) ARIZONA STATE UNIVERSITY
660 S MILL AVE STE 312
TEMPE,AZ852813670
86-0196696 IRC 115 176,184       SPONSORED RESEARCH SUB-AWARD
(129) TUFTS UNIVERSITY
GRANTS AND CONTRACTS ADMINISTRATION
169 HOLLAND STREET
MEDFORD,MA021555807
04-2103634 IRC 501(C)(3) 167,120       SPONSORED RESEARCH SUB-AWARD
(130) DREXEL UNIVERSITY
3141 CHESTNUT STREET
PHILIDELPHIA,PA19104
23-1352630 IRC 501(C)(3) 166,298       SPONSORED RESEARCH SUB-AWARD
(131) THE POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZA FLOOR 3
NEW YORK,NY100172201
13-1687001 IRC 501(C)(3) 163,506       SPONSORED RESEARCH SUB-AWARD
(132) NATIONAL BUREAU OF ECONOMIC RESEARCH
1050 MASSACHUSETTS AVE
CAMBRIDGE,MA021385398
13-1641075 IRC 501(C)(3) 161,465       SPONSORED RESEARCH SUB-AWARD
(133) HMH HOSPITALS CORPORATION
340 KINGSLAND STREET
BUILDING 102 1ST FLOOR B105
NUTLEY,NJ071101150
22-1487576 IRC 501(C)(3) 161,192       SPONSORED RESEARCH SUB-AWARD
(134) HEBREW SENIORLIFE
INSTITUTE FOR AGING RESEARCH IFAR
1200 CENTRE STREET
ROSLINDALE,MA02131
90-0183119 IRC 501(C)(3) 159,839       SPONSORED RESEARCH SUB-AWARD
(135) PURDUE UNIVERSITY
OFFICE OF CONTRACT AND GRANT
610 PURDUE MALL
WEST LAFAYETTE,IN47907
35-6002041 IRC 115 153,593       SPONSORED RESEARCH SUB-AWARD
(136) WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
660 S EUCLID AVE
ST LOUIS,MO63110
43-0653611 IRC 501(C)(3) 151,882       SPONSORED RESEARCH SUB-AWARD
(137) UNIVERSITY OF NEW HAMPSHIRE
OFFICE OF SPONSORED RESEARCH
51 COLLEGE ROAD
DURHAM,NH03824
02-6000937 IRC 115 150,599       SPONSORED RESEARCH SUB-AWARD
(138) JACOBI MEDICAL CENTERNORTH BRONX HEALTHCARE NETWORK
1400 PELHAM PARKWAY SOUTH
BRONX,NY10461
13-1849594 IRC 501(C)(3) 149,485       SPONSORED RESEARCH SUB-AWARD
(139) SALESFORCE INC
415 MISSION STREET 3RD FLOOR
SAN FRANCISCO,CA94105
NOT EXEMPT 147,840       SPONSORED RESEARCH SUB-AWARD
(140) HOWARD UNIVERSITY
2400 6TH STREET NW
WASHINGTON,DC20059
53-0204707 IRC 501(C)(3) 147,725       SPONSORED RESEARCH SUB-AWARD
(141) MARINE BIOLOGICAL LABORATORY
7 MBL STREET
WOODS HOLE,MA025431015
04-2104690 IRC 501(C)(3) 146,431       SPONSORED RESEARCH SUB-AWARD
(142) UNIVERSITY OF ILLINOIS AT URBANA - CHAMPAIGN
506 S WRIGHT STREET
URBANA,IL61801
37-6000511 IRC 115 146,320       SPONSORED RESEARCH SUB-AWARD
(143) MUSEUM OF SCIENCE
ONE SCIENCE PARK
BOSTON,MA02114
04-2103916 IRC 501(C)(3) 142,648       SPONSORED RESEARCH SUB-AWARD
(144) UNIVERSITY OF RHODE ISLAND
THE RESEARCH OFFICE
70 LOWER COLLEGE ROAD
KINGSTON,RI02881
05-6000522 IRC 115 135,839       SPONSORED RESEARCH SUB-AWARD
(145) REGENTS OF THE UNIVERSITY OF CALIFORNIA - DAVIS
OFFICE OF VICE CHAN FOR RESEARCH
402 MRAK OAK SHIELDS AVENUE
DAVIS,CA956165270
94-6036494 IRC 115 135,582       SPONSORED RESEARCH SUB-AWARD
(146) MANAGEMENT SCIENCES FOR HEALTH
200 RIVERS EDGE DRIVE
MEDFORD,MA02139
04-2482188 IRC 501(C)(3) 130,000       SPONSORED RESEARCH SUB-AWARD
(147) THE GLOBAL FOODBANKING NETWORK
70 E LAKE STREET SUITE 1200
CHICAGO,IL60601
20-4268851 IRC 501(C)(3) 125,000       SPONSORED RESEARCH SUB-AWARD
(148) SANSUM DIABETES RESEARCH INSTITUTE
2219 BATH STREET
SANTA BARBARA,CA93105
95-1684086 IRC 501(C)(3) 124,046       SPONSORED RESEARCH SUB-AWARD
(149) DATACULE INC
529 MAIN STREET
SUITE 1M9
CHARLESTOWN,MA02116
NOT EXEMPT 123,798       SPONSORED RESEARCH SUB-AWARD
(150) UNIVERSITY OF MAINE
OFFICE OF RESEARCH SPON PROG
5717 CORBETT HALL
ORONO,ME044695717
01-6000769 IRC 115 110,763       SPONSORED RESEARCH SUB-AWARD
(151) WASHINGTON UNIVERSITY
OFFICE OF THE VICE CHAN FOR RES
ONE BROOKINGS DR
ST LOUIS,MO631101093
43-0653611 IRC 501(C)(3) 109,746       SPONSORED RESEARCH SUB-AWARD
(152) MOUNT SINAI MEDICAL CENTER
OFFICE OF DEVELOPMENT
ONE GUSTAVE L LEVY PLACE
NEW YORK,NY100296574
13-6271888 IRC 501(C)(3) 108,089       SPONSORED RESEARCH SUB-AWARD
(153) VANDERBILT UNIVERSITY
1211 MEDICAL CENTER DRIVE
OFFICE OF CONTRACTS ADMINISTRATION
NASHVILLE,TN37232
62-0476822 IRC 501(C)(3) 102,736       SPONSORED RESEARCH SUB-AWARD
(154) COLD SPRING HARBOR LABORATORY
1 BUNGTOWN ROAD
COLD SPRING HARBOR,NY11724
11-2013303 IRC 501(C)(3) 102,501       SPONSORED RESEARCH SUB-AWARD
(155) MAINE MEDICAL CENTER
DEPARTMENT OF MEDICINE
22 BRAMHALL ST
PORTLAND,ME041023175
01-0238552 IRC 501(C)(3) 101,333       SPONSORED RESEARCH SUB-AWARD
(156) RUSH UNIVERSITY MEDICAL CENTER
1653 WEST CONGRESS PARKWAY
CHICAGO,IL60612
36-2174823 IRC 501(C)(3) 100,629       SPONSORED RESEARCH SUB-AWARD
(157) BOSTON REDEVELOPMENT AUTHORITY
ONE CITY HALL
BOSTON,MA02201
GOVERNMENTAL UNIT 100,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(158) GREENHILL SCHOOL
4141 SPRING VALLEY ROAD
ADDISON,TX75001
75-1022742 IRC 501(C)(3) 100,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(159) J STREET EDUCATION FUND
PO BOX 66073
WASHINGTON,DC20035
20-2777557 IRC 501(C)(3) 100,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(160) NATIONAL EDUCATION EQUITY LAB INC
648 BROADWAY
NEW YORK,NY10012
83-3914379 IRC 501(C)(3) 100,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(161) RIVERVIEW SCHOOL INC
133 S WATER STREET
HENDERSON,KY42420
61-0603004 IRC 501(C)(3) 100,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(162) NEW AMERICA FOUNDATION
740 15TH STREET NW
SUITE 900
WASHINGTON,DC20005
52-2096845 IRC 501(C)(3) 93,691       SPONSORED RESEARCH SUB-AWARD
(163) CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARD SUITE 2416
LOS ANGELES,CA90048
95-1644600 IRC 501(C)(3) 93,590       SPONSORED RESEARCH SUB-AWARD
(164) UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BLVD
GALVESTON,TX775550144
74-6000949 IRC 115 91,060       SPONSORED RESEARCH SUB-AWARD
(165) VANDERBILT UNIVERSITY MEDICAL CENTER
1211 MEDICAL CENTER DRIVE
NASHVILLE,TN37232
62-0476822 IRC 501(C)(3) 89,739       SPONSORED RESEARCH SUB-AWARD
(166) PHOTONIC SYSTEMS INC
900 MIDDLESEX TURNPIKE
BILLERICA,MA01821
04-3076812 NOT EXEMPT 89,705       SPONSORED RESEARCH SUB-AWARD
(167) TUFTS MEDICAL CENTER
750 WASHINGTON STREET
BOSTON,MA02111
04-3400617 IRC 501(C)(3) 89,483       SPONSORED RESEARCH SUB-AWARD
(168) NEW YORK UNIVERSITY
105 E 17TH ST 4TH FLOOR
NEW YORK,NY100039580
13-5562308 IRC 501(C)(3) 88,787       SPONSORED RESEARCH SUB-AWARD
(169) REGENTS OF THE UNIVERSITY OF NEW MEXICO
OFFICE OF RESEARCH ADMINISTRATION
SCHOLES HALL 102
ALBUQUERQUE,NM871316003
85-6000642 IRC 115 88,156       SPONSORED RESEARCH SUB-AWARD
(170) HARVARD SQUARE BUSINESS ASSOCIATION
18 BRATTLE ST NO 352
CAMBRIDGE,MA02138
04-2647383 IRC 501(C)(6) 87,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(171) UNIVERSITY OF CALGARY

2500 UNIVERSITY DRIVE NW
CALGARY   T2N1N4
CA
23-7067592 IRC 501(C)(3) 86,400       SPONSORED RESEARCH SUB-AWARD
(172) GALLAUDET UNIVERSITY
800 FLORIDA AVENUE
NE SUITE 108
WASHINGTON,DC200023695
53-0199507 IRC 501(C)(3) 86,311       SPONSORED RESEARCH SUB-AWARD
(173) NORTHWEST EVALUATION ASSOCIATION
121 NW EVERETT STREET
PORTLAND,OR97209
93-0686108 IRC 501(C)(3) 83,886       SPONSORED RESEARCH SUB-AWARD
(174) NEW YORK GENOME CENTER
101 AVENUE OF THE AMERICAS
NEW YORK,NY10013
80-0631734 IRC 501(C)(3) 83,299       SPONSORED RESEARCH SUB-AWARD
(175) THE LEARNING CENTER FOR THE DEAF INC
848 CENTRAL ST
FRAMINGHAM,MA01710
23-7064431 IRC 501(C)(3) 82,226       SPONSORED RESEARCH SUB-AWARD
(176) FRED HUTCHINSON CANCER RESEARCH CTR
GRANT CONTRACT ADMIN
1100 FAIRVIEW AVENUE
SEATTLE,WA981091024
23-7156071 IRC 501(C)(3) 79,851       SPONSORED RESEARCH SUB-AWARD
(177) COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M STREET NW
SUITE 850
WASHINGTON,DC20036
52-1231278 IRC 501(C)(3) 78,546       SPONSORED RESEARCH SUB-AWARD
(178) UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET
SUITE 414
COLUMBIA,SC29208
IRC 115 77,838       SPONSORED RESEARCH SUB-AWARD
(179) GEORGE MASON UNIVERSITY
OFFICE OF SPONORED PROGRAMS
4400 UNIVERSITY DRIVE MSN 4C6
FAIRFAX,VA22030
IRC 115 75,886       SPONSORED RESEARCH SUB-AWARD
(180) UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BOULEVARD
DALLAS,TX753909105
75-6002868 IRC 115 75,856       SPONSORED RESEARCH SUB-AWARD
(181) PHAROS GLOBAL HEALTH ADVISORS
780 BOYLSTON ST SUITE 16J
BOSTON,MA02199
81-2764710 IRC 501(C)(3) 75,313       SPONSORED RESEARCH SUB-AWARD
(182) CENTER FOR HEALTH POLICY DEVELOPMENTNATIONAL ACADEMY FOR STATE HEALTH POLIC
Y
50 MONUMENT SQUARE
PORTLAND,ME04101
52-1576801 IRC 501(C)(3) 75,000       SPONSORED RESEARCH SUB-AWARD
(183) WELLESLEY COLLEGE
106 CENTRAL ST
WELLESLEY,MA024818203
04-2103637 IRC 501(C)(3) 70,823       SPONSORED RESEARCH SUB-AWARD
(184) COMMUNITY FOUNDATION OF GREATER BUFFALO
712 MAIN ST
BUFFALO,NY14202
22-2743917 IRC 501(C)(3) 70,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(185) GARDNER PILOT ACADEMY
30 ATHOL STREET
ALLSTON,MA02134
83-3487611 IRC 501(C)(3) 67,420       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(186) INSTITUTE FOR SYSTEMS BIOLOGY
401 TERRY AVENUE NORTH
SEATTLE,WA98109
91-2003593 IRC 501(C)(3) 67,251       SPONSORED RESEARCH SUB-AWARD
(187) UNIVERSITY OF CINCINNATI
2600 CLIFTON AVE
CINCINNATI,OH452670550
31-6000989 IRC 115 65,939       SPONSORED RESEARCH SUB-AWARD
(188) WEST VIRGINIA UNIVERSITY
ONE WATERFRONT PLACE PO BOX 6005
MORGANTOWN,WV265066845
55-6000842 IRC 115 65,499       SPONSORED RESEARCH SUB-AWARD
(189) NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS
1100 17TH STREET NW
SECOND FLOOR
WASHINGTON,DC20036
52-1426663 IRC 501(C)(3) 62,500       SPONSORED RESEARCH SUB-AWARD
(190) DARTMOUTH-HITCHCOCK MEDICAL CENTER
ONE MEDICAL CENTER DR
LEBANON,NH03756
22-2715483 IRC 501(C)(3) 62,376       SPONSORED RESEARCH SUB-AWARD
(191) ALFRED I DUPONT HOSPITAL FOR CHILDREN
1600 ROCKLAND ROAD
WILMINGTON,DE19803
IRC 501(C)(3) 61,322       SPONSORED RESEARCH SUB-AWARD
(192) ELDARION INC
28 HARVARD STREET
ARLINGTON,MA024766018
NOT EXEMPT 60,000       SPONSORED RESEARCH SUB-AWARD
(193) CDC FOUNDATION
600PEACHTREESTREETNENO1000
ATLANTA,GA30303
58-2106707 IRC 501(C)(3) 59,195       SPONSORED RESEARCH SUB-AWARD
(194) AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20016
53-0196549 IRC 501(C)(3) 58,933       SPONSORED RESEARCH SUB-AWARD
(195) DARTMOUTH MEDICAL SCHOOL
DEPARTMENT OF BIOCHEMISTRY
1 ROPE FERRY ROAD
HANOVER,NH03656
02-0222111 IRC 501(C)(3) 56,830       SPONSORED RESEARCH SUB-AWARD
(196) UNIVERSITY OF WISCONSIN-MADISON
21 N PARK STREET
STE 6401
MADISON,WI537150000
39-6006492 IRC 115 54,226       SPONSORED RESEARCH SUB-AWARD
(197) TIDES CENTER
PO BOX 29907
SAN FRANCISCO,CA94129
94-3213100 IRC 501(C)(3) 54,058       SPONSORED RESEARCH SUB-AWARD
(198) MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON,TX77030
74-6001118 EXEMPT 53,464       SPONSORED RESEARCH SUB-AWARD
(199) HENRY M JACKSON FDN FOR THE ADV OF MILITARY MED INC
6720A ROCKLEDGE DR STE 100
BETHESDA,MD208171888
52-1317896 IRC 501(C)(3) 51,997       SPONSORED RESEARCH SUB-AWARD
(200) CHILDREN'S RESEARCH INSTITUTE
111 MICHIGAN AVENUE NORTHWEST
WASHINGTON DC,DC200102916
52-1654453 IRC 501(C)(3) 51,305       SPONSORED RESEARCH SUB-AWARD
(201) KANSAS LEGAL SERVICES
712 S KANSAS AVE SUITE 200
TOPEKA,KS66603
48-1034639 IRC 501(C)(3) 51,143       SPONSORED RESEARCH SUB-AWARD
(202) H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE
12902 MAGNOLIA DRIVE
TAMPA,FL336129416
59-2451713 IRC 501(C)(3) 50,079       SPONSORED RESEARCH SUB-AWARD
(203) 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
(204) ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
1275 K STREET NW
SUITE 800
WASHINGTON,DC20005
35-1044487 IRC 501(C)(3) 50,000       SPONSORED RESEARCH SUB-AWARD
(205) CENTER FOR WORKER JUSTICE OF EASTERN IOWA
1556 1ST AVE
IOWA CITY,IA52240
46-1235166 IRC 501(C)(3) 50,000       SPONSORED RESEARCH SUB-AWARD
(206) INNOVATION NETWORK FOR COMMUNITIES
156 GROVER LANE
TAMWORTH,NH03886
20-5097409 IRC 501(C)(3) 50,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(207) RAISE THE FLOOR ALLIANCE
1 N LASALLE
SUITE 1275
CHICAGO,IL60602
20-8823323 IRC 501(C)(3) 50,000       SPONSORED RESEARCH SUB-AWARD
(208) SHAW FESTIVAL FOUNDATION
200 DELAWARE AVE STE 900
BUFFALO,NY14202
22-2809351 IRC 501(C)(3) 50,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(209) UNIVERSITY OF PITTSBURGH MEDICAL CENTER
WESTERN PSYCH INST CLINIC
2300 FIFTH AVENUE
PITTSBURGH,PA15213
25-0965591 IRC 501(C)(3) 50,000       SPONSORED RESEARCH SUB-AWARD
(210) MCMASTER UNIVERSITY

1280 MAIN STREET WEST
HAMILTON   L8S4L8
CA
23-7213309 IRC 501(C)(3) 48,774       SPONSORED RESEARCH SUB-AWARD
(211) FLORIDA ATLANTIC UNIVERSITY
777GLADESROADADM295
BOCA RATON,FL33431
59-0917284 IRC 501(C)(3) 47,516       SPONSORED RESEARCH SUB-AWARD
(212) CAMBRIDGE HEALTH ALLIANCE
1493 CAMBRIDGE ST
CAMBRIDGE,MA02139
04-3167608 IRC 501(C)(3) 47,302       SPONSORED RESEARCH SUB-AWARD
(213) UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE
3901 RAINBOW BLVD
KANSAS CITY,KS66160
48-0680117 IRC 501(C)(3) 45,210       SPONSORED RESEARCH SUB-AWARD
(214) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SANTA CRUZ
OFFICE OF SPONSORED PROJECTS
1156 HIGH STREET
SANTA CRUZ,CA95064
94-1539563 IRC 115 44,958       SPONSORED RESEARCH SUB-AWARD
(215) AMERICAN REPERTORY THEATRE
64 BRATTLE STREET
CAMBRIDGE,MA02138
04-2665867 IRC 501(C)(3) 44,912       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(216) PHILLIPS BROOKS HOUSE ASSOCIATION INC
HARVARD YARD
CAMBRIDGE,MA02138
04-6046123 IRC 501(C)(3) 44,680       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(217) WOODS HOLE OCEANOGRAPHIC INSTITUTION
221 OYSTER POND ROAD
WOODS HOLE,MA025431531
04-2105850 IRC 501(C)(3) 42,918       SPONSORED RESEARCH SUB-AWARD
(218) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE
PO BOX 1198
NEW YORK,NY100296574
13-6171197 IRC 501(C)(3) 42,662       SPONSORED RESEARCH SUB-AWARD
(219) RADIATION AND PUBLIC HEALTH PROJECT
302 W 86TH ST
NEW YORK,NY10024
13-3781719 IRC 501(C)(3) 41,650       SPONSORED RESEARCH SUB-AWARD
(220) KAISER PERMANENTE WASHINGTON HEALTH RESEARCH INSTITUTE
1730 MINOR AVE SUITE 1600
SEATTLE,WA981011466
EXEMPT 41,435       SPONSORED RESEARCH SUB-AWARD
(221) PIVOT WORKS INC
2 ATLANTIC AVE 4TH FL
BOSTON,MA02110
46-3075530 IRC 501(C)(3) 41,287       SPONSORED RESEARCH SUB-AWARD
(222) THE FORSYTH INSTITUTE
245 FIRST STREET
CAMBRIDGE,MA02142
04-2104230 IRC 501(C)(3) 40,528       SPONSORED RESEARCH SUB-AWARD
(223) MOUNT HOLYOKE COLLEGE
50 COLLEGE STREET
HOLYOKE,MA01075
04-2103578 IRC 501(C)(3) 40,385       SPONSORED RESEARCH SUB-AWARD
(224) FRANCISCAN CHILDRENS
30 WARREN STREET
BRIGHTON,MA02135
04-2156082 IRC 501(C)(3) 40,135       SPONSORED RESEARCH SUB-AWARD
(225) EAST BOSTON NEIGHBORHOOD HEALTH CENTER CORPORATION
10 GOVE STREET
EAST BOSTON,MA02128
23-7425849 IRC 501(C)(3) 39,993       SPONSORED RESEARCH SUB-AWARD
(226) UNIVERSITY OF KENTUCKY
410 ADMINISTRATION DRIVE
LEXINGTON,KY40506
61-6001218 IRC 115 39,043       SPONSORED RESEARCH SUB-AWARD
(227) PENNINGTON BIOMEDICAL RESEARCH CENTER
6400 PERKINS ROAD
BATON ROUGE,LA708084124
58-1767810 IRC 501(C)(3) 36,668       SPONSORED RESEARCH SUB-AWARD
(228) UNIVERSITY OF TEXAS
CONTRACTS AND GRANTS MANAGEMENT
1100 HOLCOMBE BLVD
HOUSTON,TX77225
74-6000203 IRC 115 36,505       SPONSORED RESEARCH SUB-AWARD
(229) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVE SUITE 608
PO BOX 250806
CHARLESTON,SC29425
57-6007222 IRC 115 36,288       SPONSORED RESEARCH SUB-AWARD
(230) MCLANE RESEARCH LABORATORIES
121 BERNARD E SAINT JEAN DRIVE
EAST FALMOUTH,MA025364444
04-2784428 NOT EXEMPT 34,318       SPONSORED RESEARCH SUB-AWARD
(231) CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVE
CINCINNATI,OH452293039
31-0833936 IRC 501(C)(3) 33,372       SPONSORED RESEARCH SUB-AWARD
(232) BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC
7PALMERSTREET
ROXBURY,MA02108
22-2514422 IRC 501(C)(3) 32,768       SPONSORED RESEARCH SUB-AWARD
(233) THE HASTINGS CENTER
21 MALCOLM GORDON ROAD
GARRISON,NY10524
13-2662222 IRC 501(C)(3) 31,694       SPONSORED RESEARCH SUB-AWARD
(234) CENTER FOR COMMUNITY HEALTH EDUCATION RESEARCH AND SERVICE INC
360HUNTINGTONAVE222YMCA
BOSTON,MA02120
04-3286409 IRC 501(C)(3) 31,365       SPONSORED RESEARCH SUB-AWARD
(235) THE SPAULDING REHABILITATION HOSPITAL CORPORATION
300 FIRST AVENUE
CHARLESTOWN,MA021293109
04-2551124 IRC 501(C)(3) 31,329       SPONSORED RESEARCH SUB-AWARD
(236) JEFFERSON COUNTY DEPARTMENT OF HEALTH
1400 SIXTH AVENUE SOUTH
BIRMINGHAM,AL35233
EXEMPT 31,011       SPONSORED RESEARCH SUB-AWARD
(237) REGENTS OF THE UNIVERSITY OF CALIFORNIA
9500 GILMAN DRIVE
SAN FRANCISCO,CA941430962
95-6006144 IRC 501(C)(3) 28,968       SPONSORED RESEARCH SUB-AWARD
(238) ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORP
18R SHEPARD STREET
BRIGHTON,MA02135
04-2716278 IRC 501(C)(3) 28,170       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(239) UNIVERSITY OF ALABAMA
500 UNIVERSITY BLVD
PO BOX 870136
TUSCALOOSA,AL35401
63-6001138 IRC 115 27,027       SPONSORED RESEARCH SUB-AWARD
(240) BUCKNELL UNIVERSITY
701 MOORE AVE
LEWISBURG,PA17837
24-0772407 IRC 501(C)(3) 27,000       SPONSORED RESEARCH SUB-AWARD
(241) NOMO DIAGNOSTICS INC
965 W CHICAGO AVE
CHICAGO,IL60642
NOT EXEMPT 26,986       SPONSORED RESEARCH SUB-AWARD
(242) RUTGERS UNIVERSITY - NEW BRUNSWICK
14 COLLEGE FARM ROAD
NEW BRUNSWICK,NJ089018551
22-6001086 IRC 501(C)(3) 26,839       SPONSORED RESEARCH SUB-AWARD
(243) NORTHERN ARIZONA UNIVERSITY
620SKNOLES
FLAGSTAFF,AZ86011
86-0193726 IRC 501(C)(3) 26,391       SPONSORED RESEARCH SUB-AWARD
(244) SAN DIEGO STATE UNIVERSITY
5500 CAMPANILE DRIVE
SAN DIEGO,CA92182
33-0373293 IRC 115 26,273       SPONSORED RESEARCH SUB-AWARD
(245) CAMBRIDGE CHAMBER OF COMMERCE
600 ONE KENDALL SQUARE
CAMBRIDGE,MA02139
04-1144780 IRC 501(C)(6) 26,150       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(246) UNIVERSITY OF RICHMOND
410 WESTHAMPTON WAY
RICHMOND,VA23173
54-0505965 IRC 501(C)(3) 25,489       SPONSORED RESEARCH SUB-AWARD
(247) REHABILITATION INSTITUTE OF CHICAGO
355 EAST ERIE
CHICAGO,IL60611
36-2256036 IRC 501(C)(3) 25,041       SPONSORED RESEARCH SUB-AWARD
(248) FOOD FOR FREE COMMITTEE INC
11 INMAN ST
CAMBRIDGE,MA02139
22-2561771 IRC 501(C)(3) 25,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(249) RURAL OUTREACH CENTER
PO BOX 447
EAST AURORA,NY14052
46-0817544 IRC 501(C)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(250) SALVATION ARMY
615 SLATERS LANE
ALEXANDRIA,VA22314
22-2406433 IRC 501(C)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(251) UNITED WAY
701 N FAIRFAX ST
ALEXANDRIA,VA22314
13-1635294 IRC 501(C)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(252) WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC
436 GRANT STREET
BUFFALO,NY14213
20-4230463 IRC 501(C)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(253) WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREET
NEW YORK,NY10014
13-1789318 IRC 501(C)(3) 25,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(254) WAKE FOREST UNIVERSITY
DEPARTMENT OF BIOLOGY
REYNOLDA STATION
WINSTONSALEM,NC27109
56-0532138 IRC 501(C)(3) 24,929       SPONSORED RESEARCH SUB-AWARD
(255) UNIVERSITY OF HOUSTON
4800 CALHOUN ROAD
HOUSTON,TX77204
74-6001399 IRC 115 24,534       SPONSORED RESEARCH SUB-AWARD
(256) THE UNIVERSITY OF MEMPHIS
3720 ALUMNI AVE
MEMPHIS,TN38152
62-0648618 IRC 115 24,142       SPONSORED RESEARCH SUB-AWARD
(257) PARENTEACH
1306 MAIN ST
EVANSTON,IL60202
NOT EXEMPT 23,175       SPONSORED RESEARCH SUB-AWARD
(258) MIDDLEBURY COLLEGE
14 OLD CHAPEL ROAD
MIDDLEBURY,VT05753
03-0179298 IRC 501(C)(3) 22,896       SPONSORED RESEARCH SUB-AWARD
(259) AMHERST COLLEGE
PO BOX 5000
CONTROLLERS OFFICE
AMHERST,MA01002
04-2103542 IRC 501(C)(3) 20,451       SPONSORED RESEARCH SUB-AWARD
(260) DOTHOUSE HEALTH
1353 DORCHESTER AVENUE
DORCHESTER,MA02122
04-3433538 IRC 501(C)(3) 20,000       SPONSORED RESEARCH SUB-AWARD
(261) HEALTH FIRST FAMILY CARE CENTER
387 QUARRY STREET
SUITE 100
FALL RIVER,MA02723
04-2503444 IRC 501(C)(3) 20,000       SPONSORED RESEARCH SUB-AWARD
(262) NICHOLS SCHOOL
1250 AMHERST ST
BUFFALO,NY14216
16-0755808 IRC 501(C)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(263) ROSWELL PARK CANCER INSTITUTE
665 ELM STREET
BUFFALO,NY14263
16-1552370 IRC 115 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(264) UNITED NATIONS CHILDRENS FUND (UNICEF)
125 MAIDEN LANE
10TH FLOOR
NEW YORK,NY10038
13-1760110 IRC 501(C)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(265) WORLD FOOD PROGRAM USA
1725 EYE STREET
WASHINGTON,DC20006
13-3843435 IRC 501(C)(3) 20,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(266) THE UNIVERSITY OF TOLEDO
2801 W BANCROFT ST
TOLEDO,OH43606
34-6401483 IRC 115 19,996       SPONSORED RESEARCH SUB-AWARD
(267) FAMILY HEALTH CENTER OF WORCESTER INC
26 QUEEN STREET
WORCESTER,MA01610
04-2485308 IRC 501(C)(3) 19,898       SPONSORED RESEARCH SUB-AWARD
(268) INNOVATIONS FOR POVERTY ACTION
655 15TH ST NW STE 800
WASHINGTON,DC200055705
06-1660068 IRC 501(C)(3) 19,646       SPONSORED RESEARCH SUB-AWARD
(269) POMONA COLLEGE
PENDLETON BUILDING
150 EAST EIGHTH STREET
CLAREMONT,CA91711
95-1664112 IRC 501(C)(3) 19,320       SPONSORED RESEARCH SUB-AWARD
(270) UNIVERSITY AT ALBANY (STATE UNIVERSITY OF NEW YORK)
OFFICE FOR RESEARCH
1400 WASHINGTON AVENUE AD 216
ALBANY,NY12222
16-1514621 IRC 115 18,200       SPONSORED RESEARCH SUB-AWARD
(271) UNIVERSITY OF COLORADO DENVER HEALTH SCIENCES CENTER
4200 E NINTH AVENUE
DENVER,CO80262
84-6000555 IRC 115 18,006       SPONSORED RESEARCH SUB-AWARD
(272) OREGON HEALTH AND SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK RD
PORTLAND,OR972393098
93-1176109 IRC 115 18,000       SPONSORED RESEARCH SUB-AWARD
(273) JOHN BROWN UNIVERSITY
2000 W UNIVERSITY ST
SILOAM SPRINGS,AR72761
71-0239576 IRC 501(C)(3) 17,828       SPONSORED RESEARCH SUB-AWARD
(274) YMCA OF GREATER BOSTON
316 HUNTINGTON AVENUE
BOSTON,MA02115
04-2103551 IRC 501(C)(3) 17,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(275) PATH
2201 WESTLAKE AVENUE SUITE 200
SEATTLE,WA98121
91-1157127 IRC 501(C)(3) 16,615       SPONSORED RESEARCH SUB-AWARD
(276) UNIVERSITY OF IOWA
105 JESSUP HALL
IOWA CITY,IA52242
42-6004813 IRC 115 16,366       SPONSORED RESEARCH SUB-AWARD
(277) TEXAS TECH UNIVERSITY
2500 BROADWAY
LUBBOCK,TX79409
75-2668014 IRC 115 15,872       SPONSORED RESEARCH SUB-AWARD
(278) UNIVERSITY OF MONTANA
32 CAMPUS DR
MISSOULA,MO598077159
81-6001713 IRC 115 15,553       SPONSORED RESEARCH SUB-AWARD
(279) CAMBRIDGE COMMUNITY CENTER
5 CALLENDER ST
CAMBRIDGE,MA02139
04-2477881 IRC 501(C)(3) 15,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(280) KAISER PERMANENTE CENTER FOR HEALTH RESEARCH OF THE NORTHWEST
1800 HARRISON STREET 16TH FLOOR
OAKLAND,CA946123433
93-0798039 IRC 501(C)(3) 15,160       SPONSORED RESEARCH SUB-AWARD
(281) BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVENUE
BUFFALO,NY14209
16-0755739 IRC 501(C)(3) 15,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(282) RESIDENT SERVICES EMPOWERMENT INC
362 GREEN STREET
CAMBRIDGE,MA02139
83-2304984 IRC 501(C)(3) 15,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(283) THE MV3 FOUNDATION
5100 PARQUE VISTA WAY
CARMICHAEL,CA95608
85-2481994 IRC 501(C)(3) 15,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(284) BUNKER HILL COMMUNITY COLLEGE
250 NEW RUTHERFORD AVE
BOSTON,MA021292925
04-6002284 IRC 115 14,337       SPONSORED RESEARCH SUB-AWARD
(285) INDIANA UNIVERSITY FOUNDATION
PO BOX 500
BLOOMINGTON,IN47402
35-6018940 IRC 501(C)(3) 14,209       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(286) AVENIR HEALTH
655 WINDING BROOK DRIVE
4TH FLOOR
GLASTONBURY,CT06033
20-4816286 IRC 501(C)(3) 13,596       SPONSORED RESEARCH SUB-AWARD
(287) PSE HEALTHY ENERGY
1440 BROADWAY SUITE 750
OAKLAND,CA94612
27-4364320 IRC 501(C)(3) 12,937       SPONSORED RESEARCH SUB-AWARD
(288) WEST END HOUSE INC
105 ALLSTON STREET
ALLSTON,MA02134
04-2105825 IRC 501(C)(3) 12,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(289) THE CITY COLLEGE OF CUNY
CONVENT AVENUE AT 138TH STREET
SHEPARD HALL - ROOM 16
NEW YORK,NY10031
IRC 115 11,379       SPONSORED RESEARCH SUB-AWARD
(290) MID-ATLANTIC PERMANENTE RESEARCH INSTITUTE
1 KAISER PLAZA SUITE 151
OAKLAND,CA946123433
52-0954463 IRC 501(C)(3) 11,251       SPONSORED RESEARCH SUB-AWARD
(291) LOUISIANA STATE UNIVERSITY
231 NICHOLSON HALL
BATON ROUGE,LA708034001
72-6000848 IRC 501(C)(3) 11,027       SPONSORED RESEARCH SUB-AWARD
(292) COLORADO SCHOOL OF PUBLIC HEALTH
13001 E 17TH PLACE
BOULDER,CO80045
84-6000555 IRC 115 11,000       SPONSORED RESEARCH SUB-AWARD
(293) NEIGHBORHOOD HOUSING TRUST
1 CITY HALL SQUARE
BOSTON,MA02201
GOVERNMENTAL UNIT 10,755       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(294) BI-STATE PRIMARY CARE ASSOCIATION
525 CLINTON STREET
BOW,NH03304
22-3061156 IRC 501(C)(3) 10,741       SPONSORED RESEARCH SUB-AWARD
(295) CHILDREN'S HOSPITAL OF ALABAMA
1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233
63-0307306 IRC 501(C)(3) 10,104       SPONSORED RESEARCH SUB-AWARD
(296) AMERICAN BEIYINU ALUMNAE FOUNDATION
1024 SANTA TERESA STREET
SOUTH PASADENA,CA91030
84-2078469 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(297) ASIAN UNIVERSITY FOR WOMEN SUPPORT FOUNDATION
PO BOX 380768
125 MT AUBURN STREET
CAMBRIDGE,MA02238
36-4483980 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(298) BIRCHES SCHOOL
100 BEDFORD ROAD
LINCOLN,MA01773
45-4488863 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(299) BOK TOWER GARDENS
1151 TOWER BOULEVARD
LAKE WALES,FL33853
23-1352009 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(300) BOSTON MUSEUM OF SCIENCE
1 SCIENCE PARK
BOSTON,MA02114
04-2103916 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(301) BRIGHTON MAIN STREETS
358 WASHINGTON ST
BRIGHTON,MA02135
04-3407004 IRC 501(C)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(302) CARE USA
12101 NEW HAMPSHIRE AVENUE
SILVER SPRING,MD20904
80-0791500 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(303) CRADLES TO CRAYONS
281 NEWTONVILLE AVENUE
NEWTONVILLE,MA02460
04-3584367 IRC 501(C)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(304) GRAND CANYON TRUST
2601 N FORT VALLEY ROAD
FLAGSTAFF,AZ86001
86-0512633 IRC 501(C)(3) 10,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(305) NEW ENGLAND COUNCIL INC
98 N WASHINGTON STREET 201
BOSTON,MA02114
04-1661090 IRC 501(C)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(306) UNITED NEGRO COLLEGE FUND
1805 7TH STREET NW
WASHINGTON,DC20001
13-1624241 IRC 501(C)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(307) WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVENUE
WASHINGTON,DC20001
27-3521132 IRC 501(C)(3) 10,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(308) ATMOSPHERIC AND ENVIRONMENTAL RESEARCH INC
131 HARTWELL AVE
LEXINGTON,MA021393794
04-2608324 NOT EXEMPT 9,975       SPONSORED RESEARCH SUB-AWARD
(309) INSTITUTE FOR PROTEIN INNOVATION
4 BLACKFAN CIRCLE SUITE 921
BOSTON,MA021155727
81-3250208 IRC 501(C)(3) 9,077       SPONSORED RESEARCH SUB-AWARD
(310) MISSION HILL MAIN STREETS INC
1534 TREMONT STREET
ROXBURY,MA02120
04-3400164 IRC 501(C)(3) 9,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(311) VIDEOLINK INC
1230 WASHINGTON STREET
WEST NEWTON,MA02465
NOT EXEMPT 8,200       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(312) HEALTHPARTNERS INSTITUTE
8170 33RD AVE SOUTH
BLOOMINGTON,MN554254516
41-1670163 IRC 501(C)(3) 8,037       SPONSORED RESEARCH SUB-AWARD
(313) MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN ST
CAMBRIDGE,MA02138
04-2103606 IRC 501(C)(3) 8,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(314) ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC
185 KNEELAND STREET
BOSTON,MA02111
20-1678932 IRC 501(C)(3) 8,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(315) JACKSON MANN COMMUNITY CENTER
500 CAMBRIDGE STREET
ALLSTON,MA02134
04-2589717 IRC 501(C)(3) 7,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(316) REGENTS OF THE UNIVERSITY OF CALIFORNIA - IRVINE
OFFICE OF RESEARCH GRAD STUDIES
155 ADMIN BUILDING
IRVINE,CA92697
95-2226406 IRC 115 7,454       SPONSORED RESEARCH SUB-AWARD
(317) UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYETTEVILLE,AR72701
71-6003252 EXEMPT 7,304       SPONSORED RESEARCH SUB-AWARD
(318) SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP KAISER PERMANENTE RESEARCH
DEPARTMENT OF RESEARCH EVALUATION
PASADENA,CA91101
93-0798039 IRC 501(C)(3) 7,183       SPONSORED RESEARCH SUB-AWARD
(319) MASS GENERAL BRIGHAM
800 BOYLSTON STREET
BOSTON,MA02199
04-3230035 IRC 501(C)(3) 7,097       SPONSORED RESEARCH SUB-AWARD
(320) SAINT FRANCIS HOUSE INC
PO BOX 430
NEW LONDON,CT06320
06-1556267 IRC 501(C)(3) 7,051       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(321) GRAPEVINE RELIEF AND COMMUNITY EXCHANGE
PO BOX 412
GRAPEVINE,TX76099
75-2195702 IRC 501(C)(3) 6,700       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(322) MASSACHUSETTS AVENUE BAPTIST CHURCH
146 HAMPSHIRE STREET
CAMBRIDGE,MA02139
EXEMPT 6,690       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(323) METROPORT MEALS ON WHEELS
PO BOX 204
ROANOKE,TX76262
75-2298847 IRC 501(C)(3) 6,596       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(324) TULANE UNIVERSITY SCHOOL OF MEDICINE
1430 TULANE AVE SL31
NEW ORLEANS,LA70112
72-6034234 IRC 501(C)(3) 6,481       SPONSORED RESEARCH SUB-AWARD
(325) MPL SYSTEMS
28 TERAPIS STREET
ALLSTON,MA02134
NOT EXEMPT 6,300       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(326) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA WHARTON SCHOOL
3451 WALNUT STREET
PHILADELPHIA,PA19104
23-1352685 IRC 501(C)(3) 6,200       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(327) BOSTON VA RESEARCH INSTITUTE INC
5 POST OFFICE SQUARE
BOSTON,MA02109
04-3081524 IRC 501(C)(3) 6,004       SPONSORED RESEARCH SUB-AWARD
(328) BOSTON SYMPHONY ORCHESTRA INC
301 MASSACHUSETTS AVE
BOSTON,MA02115
04-2103550 IRC 501(C)(3) 6,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(329) CAMBRIDGE CAMPING ASSOCIATION
99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02138
04-6002073 IRC 501(C)(3) 6,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(330) CORA (COMMUNITY OVERCOMING RELATIONSHIP ABUSE)
2211 PALM AVENUE
SAN MATEO,CA94403
94-2481188 IRC 501(C)(3) 6,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(331) FENWAY COMMUNITY DEVELOPMENT CORPORATION
70 BURBANK STREET
BOSTON,MA02115
04-2666507 IRC 501(C)(3) 6,000       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(332) RECTOR WARDENS AND VESTRYMEN TRINITY CHURCH
33 MERCER STREET
PRINCETON,MI48001
21-0647707 IRC 501(C)(3) 6,000       DAF DISTRIBUTION/CHARITABLE CONTRIBUTIONS
(333) AGASSIZ BALDWIN COMMUNITY
20 SACRAMENTO STREET
CAMBRIDGE,MA02138
04-2862401 IRC 501(C)(3) 5,500       COMMUNITY GIFT AND CHARITABLE CONTRIBUTIONS
(334) CRIMSON KEY SOCIETY
1350 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
EXEMPT 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
248
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
86
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
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 9810 259,525,249      
(2) UNDERGRAD. TUITION, FEES, STIP. GRANTS 4378 225,507,857      
(3) GRADUATE STUDENT STIPEND GRANTS 6982 101,979,752      
(4) STIPENDS - POST-DOC. STUDENTS FELLOWS 240 31,063,049      
(5) OTHER STUDENT GRANTS, PRIZES AWARDS 5844 28,503,217      
(6) GRANTS AWARDS TO NON-HARVARD INDIV. 1202 15,716,858      
(7) STUDENT LOAN REPAYMENT PROGRAMS FORGIVEN LOANS 713 10,097,473      
(8) OTHER UNDERGRADUATE GRANTS, PRIZES AWARDS 1833 6,185,717      
(9) TRAINING GRANTS 9 116,854      
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 94 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) 2021



Additional Data


Software ID: 21014044
Software Version: 2021v4.2


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
2021
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 on 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 on 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
Yes
 
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) 2021

Schedule J (Form 990) 2021
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, 1099-MISC compensation, and/or 1099-NEC (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)
358,305
-------------
0
0
-------------
0
23,777
-------------
0
36,360
-------------
0
27,861
-------------
0
446,303
-------------
0
0
-------------
0
2LAWRENCE S BACOW
 
FELLOW/PRESIDENT
(i)

(ii)
1,021,179
-------------
0
0
-------------
0
27,806
-------------
0
36,360
-------------
0
244,855
-------------
0
1,330,200
-------------
0
0
-------------
0
3KAREN GORDON MILLS
 
FELLOW; SENIOR FELLOW AT HBS
(i)

(ii)
162,636
-------------
0
0
-------------
0
9,396
-------------
0
18,301
-------------
0
14,118
-------------
0
204,451
-------------
0
0
-------------
0
4ANNE H MARGULIES
 
V.P. AND CHIEF INFORMATION OFFICER UNTIL 05/31/21
(i)

(ii)
175,563
-------------
0
0
-------------
0
541,333
-------------
0
22,710
-------------
0
10,987
-------------
0
750,593
-------------
0
466,140
-------------
0
5MARILYN M HAUSAMMANN
 
V.P. FOR HUMAN RESOURCES UNTIL 05/31/21
(i)

(ii)
153,731
-------------
0
0
-------------
0
508,860
-------------
0
19,436
-------------
0
10,930
-------------
0
692,957
-------------
0
415,002
-------------
0
6ALAN M GARBER
 
PROVOST
(i)

(ii)
686,209
-------------
0
40,000
-------------
0
5,288
-------------
0
36,360
-------------
0
178,302
-------------
0
946,159
-------------
0
0
-------------
0
7BRIAN LEE
 
V.P. FOR ALUMNI AFFAIRS AND DEVELOPMENT
(i)

(ii)
660,422
-------------
0
16,500
-------------
0
103,742
-------------
0
36,360
-------------
0
30,854
-------------
0
847,878
-------------
0
0
-------------
0
8KATHERINE N LAPP
 
EXECUTIVE VICE PRESIDENT
(i)

(ii)
671,677
-------------
0
40,000
-------------
0
24,769
-------------
0
36,360
-------------
0
11,033
-------------
0
783,839
-------------
0
0
-------------
0
9DIANE LOPEZ
 
V.P. AND GENERAL COUNSEL
(i)

(ii)
590,486
-------------
0
21,500
-------------
0
5,771
-------------
0
36,608
-------------
0
24,731
-------------
0
679,096
-------------
0
0
-------------
0
10THOMAS J HOLLISTER
 
V.P. FOR FINANCE AND C.F.O.
(i)

(ii)
520,119
-------------
0
1,500
-------------
0
23,176
-------------
0
36,360
-------------
0
32,779
-------------
0
613,934
-------------
0
0
-------------
0
11PAUL ANDREW
 
V.P. PUBLIC AFFAIRS AND COMM.
(i)

(ii)
485,734
-------------
0
11,500
-------------
0
355
-------------
0
36,360
-------------
0
26,464
-------------
0
560,413
-------------
0
0
-------------
0
12MEREDITH WEENICK
 
V.P. FOR CAMPUS SERVICES
(i)

(ii)
451,667
-------------
0
1,500
-------------
0
20,013
-------------
0
36,360
-------------
0
9,657
-------------
0
519,197
-------------
0
0
-------------
0
13MARC L GOODHEART
 
V.P. AND SECRETARY OF THE UNIVERSITY
(i)

(ii)
398,254
-------------
0
11,500
-------------
0
20,851
-------------
0
36,724
-------------
0
29,294
-------------
0
496,623
-------------
0
0
-------------
0
14MARTHA WHITEHEAD
 
V.P. FOR THE HARVARD LIBRARY
(i)

(ii)
359,064
-------------
0
21,500
-------------
0
20,631
-------------
0
36,360
-------------
0
23,598
-------------
0
461,153
-------------
0
0
-------------
0
15MANUEL CUEVAS-TRISAN
 
V.P. FOR HUMAN RESOURCES AS OF 08/02/21
(i)

(ii)
174,548
-------------
0
76,511
-------------
0
14,619
-------------
0
20,725
-------------
0
10,698
-------------
0
297,101
-------------
0
0
-------------
0
16KLARA JELINKOVA
 
V.P. AND CHIEF INFORMATION OFFICER AS OF 09/13/21
(i)

(ii)
137,126
-------------
0
36,202
-------------
0
27,767
-------------
0
14,279
-------------
0
10,792
-------------
0
226,166
-------------
0
0
-------------
0
17NITIN NOHRIA
 
SEE SCHEDULE O
(i)

(ii)
731,757
-------------
0
0
-------------
0
29,497
-------------
0
36,360
-------------
0
28,118
-------------
0
825,732
-------------
0
0
-------------
0
18MICHAEL D SMITH
 
SEE SCHEDULE O
(i)

(ii)
341,463
-------------
0
0
-------------
0
155,827
-------------
0
36,360
-------------
0
26,600
-------------
0
560,250
-------------
0
0
-------------
0
19JEFFREY S FLIER
 
SEE SCHEDULE O
(i)

(ii)
395,074
-------------
0
0
-------------
0
20,501
-------------
0
36,360
-------------
0
30,515
-------------
0
482,450
-------------
0
0
-------------
0
20BARBARA J MCNEIL
 
SEE SCHEDULE O
(i)

(ii)
388,496
-------------
0
0
-------------
0
32,613
-------------
0
36,360
-------------
0
3,543
-------------
0
461,012
-------------
0
0
-------------
0
21SRIKANT M DATAR
 
DEAN, FACULTY OF BUSINESS AS OF 01/01/21
(i)

(ii)
748,710
-------------
0
10,000
-------------
0
82,928
-------------
0
36,360
-------------
0
104,660
-------------
0
982,658
-------------
0
0
-------------
0
22GEORGE Q DALEY
 
DEAN, FACULTY OF MEDICINE
(i)

(ii)
850,634
-------------
0
20,000
-------------
0
22,554
-------------
0
36,360
-------------
0
590
-------------
0
930,138
-------------
0
0
-------------
0
23CLAUDINE GAY
 
DEAN, FACULTY OF ARTS SCIENCES
(i)

(ii)
613,025
-------------
0
20,000
-------------
0
13,024
-------------
0
36,360
-------------
0
196,670
-------------
0
879,079
-------------
0
0
-------------
0
24DAVID J MALAN
 
FACULTY
(i)

(ii)
389,856
-------------
0
0
-------------
0
1,160,662
-------------
0
36,360
-------------
0
10,869
-------------
0
1,597,747
-------------
0
0
-------------
0
25VILANGADU G NARAYANAN
 
FACULTY
(i)

(ii)
390,904
-------------
40,000
30,000
-------------
0
326,470
-------------
0
36,360
-------------
0
34,691
-------------
0
818,425
-------------
40,000
0
-------------
0
26BRUCE L HAY
 
FACULTY
(i)

(ii)
262,415
-------------
0
0
-------------
0
534,300
-------------
0
33,140
-------------
0
20,939
-------------
0
850,794
-------------
0
0
-------------
0
27JANICE H HAMMOND
 
FACULTY
(i)

(ii)
465,064
-------------
0
65,000
-------------
0
253,114
-------------
0
36,360
-------------
0
13,855
-------------
0
833,393
-------------
0
0
-------------
0
28LINDA A HILL
 
FACULTY
(i)

(ii)
472,250
-------------
81,000
15,000
-------------
0
224,912
-------------
0
36,360
-------------
0
321
-------------
0
748,843
-------------
81,000
0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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 1a First-class or charter travel UNIVERSITY TRAVEL POLICY PROHIBITS FIRST CLASS TRAVEL EXCEPT IN LIMITED CIRCUMSTANCES. IN ACCORDANCE WITH THIS POLICY, ONE OFFICER AND ONE KEY EMPLOYEE TRAVELED FIRST CLASS ON A SMALL NUMBER OF TRIPS DURING THE YEAR. TRAVEL EXPENSES ARE INCURRED FOR UNIVERSITY BUSINESS PURPOSES AND ARE THEREFORE NOT TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Travel for companions UNIVERSITY TRAVEL POLICY ALLOWS FOR REIMBURSEMENT OF TRAVEL EXPENSES INCURRED BY COMPANION TRAVELERS WHEN THE COMPANION HAS A SIGNIFICANT ROLE IN THE BUSINESS PROCEEDINGS, OR MAKES AN IMPORTANT CONTRIBUTION TO THE SUCCESS OF AN EVENT. IN ACCORDANCE WITH THIS POLICY, THE UNIVERSITY REIMBURSED ONE OFFICER FOR COMPANION TRAVEL DURING THE YEAR. IN THESE LIMITED CIRCUMSTANCES, THE REIMBURSEMENT OF COMPANION AND FAMILY MEMBER TRAVEL EXPENSES WAS A LEGITIMATE BUSINESS EXPENSE FOR THE UNIVERSITY AND THEREFORE IT WAS NOT REPORTED IN THE EMPLOYEES' TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE UNIVERSITY ELECTED TO MAKE GROSS-UP PAYMENTS RELATED TO BONUSES, REIMBURSEMENTS, HOUSING ALLOWANCES, AND GIFTS. ONE HIGHEST COMPENSATED EMPLOYEE, TWO OFFICERS AND TWO FORMER OFFICERS RECEIVED THIS BENEFIT PURSUANT TO UNIVERSITY INTERNAL REVIEW PROCESSES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE UNIVERSITY PROVIDES PRESIDENT BACOW 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 PERSONAL USE OF THE RESIDENCE IS $218,679 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 $148,167 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. HARVARD BUSINESS SCHOOL (HBS) PROVIDES DEAN DATAR 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 $74,661 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. PLEASE NOTE THE ESTIMATED VALUE OF PERSONAL USE IS BASED ON PARTIAL YEAR USE. DUE TO TURNOVER, DEAN DATAR LIVED IN THE RESIDENCE AS OF APRIL 21, 2021. THE FACULTY OF ARTS AND SCIENCES (FAS) PROVIDES DEAN GAY WITH A RESIDENCE IN CAMBRIDGE AND REQUIRES ITS USE AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF FAS. THE TOTAL ESTIMATED VALUE OF THE ANNUAL PERSONAL USE OF THE RESIDENCE IS $167,886 AND IS REPORTED AS A NONTAXABLE BENEFIT IN PART VII, LINE 1A AND SCHEDULE J, PART II. TWO OFFICERS, ONE KEY EMPLOYEE, AND ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A HOUSING ALLOWANCE. THIS AMOUNT IS INCLUDED IN THE EMPLOYEES' TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B (III) AS OTHER REPORTABLE COMPENSATION. THE UNIVERSITY FOLLOWS WRITTEN GUIDELINES ON HOUSING ALLOWANCES, WHICH ARE OFFERED ON A LIMITED BASIS TO SENIOR FACULTY AND SENIOR ADMINISTRATORS.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees PURSUANT TO THE BUSINESS EXPENSE REIMBURSEMENT POLICY THE UNIVERSITY PAID HARVARD CLUB DUES FOR ONE OFFICER . 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 4a Severance or change-of-control payment BRUCE HAY RECEIVED A PAYMENT OF $532,145 PURSUANT TO A SEPARATION AGREEMENT. THIS PAYMENT IS REPORTED IN PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. ANNE MARGULIES AND MARILYN HAUSAMMANN, TWO FORMER OFFICERS, RECEIVED PAYMENTS OF $466,140 AND $415,002, RESPECTIVELY, PURSUANT TO THE 2020 VERIP PROGRAM. THESE PAYMENTS ARE REPORTED IN PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. THESE PAYMENTS WERE PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN PART II, COLUMN C OF PRIOR FORM 990. THESE AMOUNTS ARE, THEREFORE, REPORTED IN THIS YEAR'S PART II, COLUMN F. THE PURPOSE OF COLUMN F IS TO ALERT THE READER THAT THE LISTED COMPENSATION IS REPORTED TWICE. FIRST IN THE YEAR CREDITED AND AGAIN IN THE YEAR PAID.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE 2020 VERIP PROGRAM WAS AN EARLY RETIREMENT INCENTIVE PROGRAM THAT THE UNIVERSITY MADE AVAILABLE TO ALL EMPLOYEES WHO MET CERTAIN CRITERIA. ELIGIBLE EMPLOYEES HAD A FALL 2020 DEADLINE TO ACCEPT THE 2020 VERIP PACKAGE AND THEN WERE REQUIRED TO RETIRE NO LATER THAN THE FOLLOWING JUNE 2021. PARTICIPANTS WOULD RECEIVE PAYMENTS THROUGH THE PROGRAM UPON THEIR RETIREMENT DATE. TWO FORMER OFFICERS, ANNE MARGULIES AND MARILYN HAUSAMMANN, ACCEPTED THIS PACKAGE AND RECEIVED PAYMENTS OF $466,140 AND $415,002, RESPECTIVELY, WHICH HAVE BEEN REPORTED IN PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. THESE PAYMENTS WERE PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN PART II, COLUMN C OF PRIOR FORM 990 AND, THEREFORE, ARE REPORTED IN THIS YEAR'S PART II, COLUMN F.
Schedule J, Part I, Line 7 Non-fixed payments THE UNIVERSITY OFFERS INCENTIVE COMPENSATION FOR OUTSTANDING PERFORMANCE. BONUS AND INCENTIVE PAYMENTS FOR OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES ARE LISTED IN PART II, COLUMN (B)(II).
Schedule J, Part I, Line 3 COMPENSATION REVIEW PROCESS: SEE SCHEDULE O "COMPENSATION REVIEW PROCESS" FOR A DISCUSSION OF THE METHODS USED TO ESTABLISH THE PRESIDENT'S COMPENSATION.
Schedule J (Form 990) 2021

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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 instructions and the latest information.
OMB No. 1545-0047
2021
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 57584XYD7 10-20-2016 1,930,251,069 Series 2016A (See Part VI)   X   X   X
Massachusetts Development Finance Agency
 
04-3431814 57584YZP7 04-29-2020 452,031,430 Series 2020A (See Part VI)   X   X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584Y2Y4 05-17-2022 249,994,550 Series 2022B (See Part VI)   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 10,280,000 1,450,000 4,720,000 78,350,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 103,670,000 13,491,079 14,043,650 2,003,010,338
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 8,221,984
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 0
11 Other spent proceeds ............. 103,670,000 13,491,079 14,043,650 1,994,788,354
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2021 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X   X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, 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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X       X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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  
c Are there any research agreements that may result in private business use of bond-financed property? ............. 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 % 0 %   0.06 %
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 %   0.01 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0.07 %
7 Does the bond issue meet the private security or payment test? ...   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  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..       0.28 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............             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
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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? ........                
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, AND SERIES R 7. IT WAS MERGED INTO THE MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (EIN: 04-3431814) ON OCTOBER 1, 2010.
Schedule K, Part II, Line 3 PROCEEDS: GENERAL NOTE: THE DIFFERENCE BETWEEN AMOUNTS REPORTED IN LINE 3 OF PART II AND IN COLUMN E OF PART I REPRESENTS INVESTMENT EARNINGS, EXCEPT IN THE CASE OF COMMERCIAL PAPER ISSUES (SERIES EE) FOR WHICH LINE 3 OF PART II REPRESENTS THE BALANCE OUTSTANDING ON JUNE 30 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 2016A): THE REBATE COMPUTATION WAS PERFORMED IN MAY 2021 AS OF JUNE 30, 2021. NO REBATE WAS DUE.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE ROW A (SERIES R 1-5), COLUMN F: SERIES R, TRANCHE 1-5 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES A (7/1/72), SERIES B (7/1/73), SERIES C (4/7/76), SERIES D (6/23/77), SERIES I (5/7/85), SERIES M (2/6/91),SERIES N (9/1/91), SERIES P (6/13/95), SERIES Q-1 (8/29/96), SERIES Q-2 (9/2/97), SERIES Q-3 (9/15/98), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW B (SERIES R 6), COLUMN F: SERIES R, TRANCHE 6 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES P (6/13/95), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW C (SERIES R 7), COLUMN F: SERIES R, TRANCHE 7 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES P (6/13/95), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW D (SERIES 2016A), COLUMN F: SERIES 2016A WAS ISSUED TO ADVANCE REFUND SERIES 2008B, ISSUED 6/10/08; AND ADVANCE REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES 2009A (1/7/09), SERIES 2010A (1/20/10), AND 2010B (11/17/10). ROW A (SERIES 2020A), COLUMN F: SERIES 2020A WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/11/18, 12/19/18, 1/9/19 AND 11/19/19 FOR THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A SCIENCE AND ENGINEERING BUILDING LOCATED AT 150 WESTERN AVE, ALLSTON; (II) RENOVATION OF LOWELL HOUSE, LOCATED AT 10 HOLYOKE PL, CAMBRIDGE (III) RENOVATION OF SMITH CAMPUS CENTER, LOCATED AT 75 MT AUBURN ST, CAMBRIDGE, (IV) RENOVATION OF THE ARTHUR M SACKLER BUILDING, LOCATED AT 485 BROADWAY, CAMBRIDGE, (V) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 3, LOCATED AT 111 WESTERN AVE, ALLSTON ROW B (SERIES 2022B), COLUMN F: SERIES 2020A WAS ISSUED TO FUND THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A SCIENCE AND ENGINEERING BUILDING LOCATED AT 150 WESTERN AVE, ALLSTON; (II) RENOVATION OF ADAMS HOUSE CLAVERLY HALL, LOCATED AT 63 MT AUBURN ST, CAMBRIDGE, (III) RENOVATION OF ADAMS HOUSE RANDOLPH HALL, LOCATED AT 53BOW ST, CAMBRIDGE, (IV) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 3, LOCATED AT 111 WESTERN AVE, ALLSTON, (V) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 1, LOCATED AT 111 WESTERN AVE, ALLSTON. A PORTION OF THE 2022B PROCEEDS WAS USED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/1/21 TO FINANCE THE PROJECTS ABOVE, AND THE REMAINDER WAS APPLIED DIRECTLY TO PROJECT FINANCING.
Schedule K, Part IV, Line 2c COLUMN D Issuer name: Massachusetts Development Finance Agency The calculation for computing no rebate due was performed on 06/30/2021
Schedule K (Form 990) 2021

Additional Data


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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 instructions and the latest information.
OMB No. 1545-0047
2021
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 57584XYD7 10-20-2016 1,930,251,069 Series 2016A (See Part VI)   X   X   X
Massachusetts Development Finance Agency
 
04-3431814 57584YZP7 04-29-2020 452,031,430 Series 2020A (See Part VI)   X   X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584Y2Y4 05-17-2022 249,994,550 Series 2022B (See Part VI)   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 10,280,000 1,450,000 4,720,000 78,350,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 103,670,000 13,491,079 14,043,650 2,003,010,338
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 8,221,984
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 0
11 Other spent proceeds ............. 103,670,000 13,491,079 14,043,650 1,994,788,354
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2021 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X   X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, 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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X       X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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  
c Are there any research agreements that may result in private business use of bond-financed property? ............. 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 % 0 %   0.06 %
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 %   0.01 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0.07 %
7 Does the bond issue meet the private security or payment test? ...   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  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..       0.28 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............             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
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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? ........                
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, AND SERIES R 7. IT WAS MERGED INTO THE MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (EIN: 04-3431814) ON OCTOBER 1, 2010.
Schedule K, Part II, Line 3 PROCEEDS: GENERAL NOTE: THE DIFFERENCE BETWEEN AMOUNTS REPORTED IN LINE 3 OF PART II AND IN COLUMN E OF PART I REPRESENTS INVESTMENT EARNINGS, EXCEPT IN THE CASE OF COMMERCIAL PAPER ISSUES (SERIES EE) FOR WHICH LINE 3 OF PART II REPRESENTS THE BALANCE OUTSTANDING ON JUNE 30 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 2016A): THE REBATE COMPUTATION WAS PERFORMED IN MAY 2021 AS OF JUNE 30, 2021. NO REBATE WAS DUE.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE ROW A (SERIES R 1-5), COLUMN F: SERIES R, TRANCHE 1-5 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES A (7/1/72), SERIES B (7/1/73), SERIES C (4/7/76), SERIES D (6/23/77), SERIES I (5/7/85), SERIES M (2/6/91),SERIES N (9/1/91), SERIES P (6/13/95), SERIES Q-1 (8/29/96), SERIES Q-2 (9/2/97), SERIES Q-3 (9/15/98), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW B (SERIES R 6), COLUMN F: SERIES R, TRANCHE 6 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES P (6/13/95), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW C (SERIES R 7), COLUMN F: SERIES R, TRANCHE 7 WAS ISSUED TO REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES P (6/13/95), SERIES Z (10/1/00), AND SERIES AA (10/4/01). ROW D (SERIES 2016A), COLUMN F: SERIES 2016A WAS ISSUED TO ADVANCE REFUND SERIES 2008B, ISSUED 6/10/08; AND ADVANCE REFUND PORTIONS OF THE FOLLOWING BOND ISSUES WHICH WERE ISSUED ON THE FOLLOWING DATES: SERIES 2009A (1/7/09), SERIES 2010A (1/20/10), AND 2010B (11/17/10). ROW A (SERIES 2020A), COLUMN F: SERIES 2020A WAS ISSUED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/11/18, 12/19/18, 1/9/19 AND 11/19/19 FOR THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A SCIENCE AND ENGINEERING BUILDING LOCATED AT 150 WESTERN AVE, ALLSTON; (II) RENOVATION OF LOWELL HOUSE, LOCATED AT 10 HOLYOKE PL, CAMBRIDGE (III) RENOVATION OF SMITH CAMPUS CENTER, LOCATED AT 75 MT AUBURN ST, CAMBRIDGE, (IV) RENOVATION OF THE ARTHUR M SACKLER BUILDING, LOCATED AT 485 BROADWAY, CAMBRIDGE, (V) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 3, LOCATED AT 111 WESTERN AVE, ALLSTON ROW B (SERIES 2022B), COLUMN F: SERIES 2020A WAS ISSUED TO FUND THE FOLLOWING CAPITAL EXPENDITURES OF THE UNIVERSITY: (I) CONSTRUCTION OF A SCIENCE AND ENGINEERING BUILDING LOCATED AT 150 WESTERN AVE, ALLSTON; (II) RENOVATION OF ADAMS HOUSE CLAVERLY HALL, LOCATED AT 63 MT AUBURN ST, CAMBRIDGE, (III) RENOVATION OF ADAMS HOUSE RANDOLPH HALL, LOCATED AT 53BOW ST, CAMBRIDGE, (IV) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 3, LOCATED AT 111 WESTERN AVE, ALLSTON, (V) RENOVATION OF SOLDIERS FIELD PARK HOUSING COMPLEX, BUILDING 1, LOCATED AT 111 WESTERN AVE, ALLSTON. A PORTION OF THE 2022B PROCEEDS WAS USED TO REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON 12/1/21 TO FINANCE THE PROJECTS ABOVE, AND THE REMAINDER WAS APPLIED DIRECTLY TO PROJECT FINANCING.
Schedule K, Part IV, Line 2c COLUMN D Issuer name: Massachusetts Development Finance Agency The calculation for computing no rebate due was performed on 06/30/2021
Schedule K (Form 990) 2021

Additional Data


Software ID: 21014044
Software Version: 2021v4.2

Schedule L
(Form 990)
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 instructions and the latest information.
OMB No. 1545-0047
2021
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 section 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 the 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) DREW GILPIN FAUST
 
FORMER PRESIDENT CONSTRUCTION OF HOME   X 1,000,000 850,000   No Yes   Yes  
(2) MICHAEL D SMITH
 
FORMER KEY EMPLOYEE PURCHASE OF HOME   X 1,000,000 831,000   No Yes   Yes  
(3) MANUEL CUEVAS-TRISAN
 
OFFICER PURCHASE OF HOME   X 800,000 778,000   No Yes   Yes  
(4) SRIKANT DATAR
 
KEY EMPLOYEE DEPENDENT'S EDUCATION   X 786,000 29,000   No Yes   Yes  
(5) MANUEL CUEVAS-TRISAN
 
OFFICER PURCHASE OF HOME - BRIDGE LOAN   X 600,000 600,000   No Yes   Yes  
(6) CLAUDINE GAY
 
KEY EMPLOYEE PURCHASE OF HOME   X 350,000 231,000   No Yes   Yes  
Total ...............Small Bullet $ 3,319,000
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) 2021
Schedule L (Form 990) 2021
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) BHARAT ANAND
 
FAMILY MEMBER OF NITIN NOHRIA, FORMER KEY EMPLOYEE 1,035,599 EMPLOYMENT COMPENSATION   No
(2) DR AMY EDMONDSON
 
FAMILY MEMBER OF GEORGE DALEY, KEY EMPLOYEE 605,563 EMPLOYMENT COMPENSATION   No
(3) DR SOHEYLA GHARIB
 
FAMILY MEMBER OF WILLIAM F. LEE, FELLOW 435,986 EMPLOYMENT COMPENSATION   No
(4) RICHARD T LEE
 
FAMILY MEMBER OF WILLIAM F. LEE, FELLOW 367,482 EMPLOYMENT COMPENSATION   No
(5) CATHERINE LEE SMITH
 
FAMILY MEMBER OF WILLIAM F. LEE, FELLOW 224,709 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) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




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
2021
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 64 0 NONE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 0 Other
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes .... X 1 0 Other
8 Intellectual property ...        
9 Securities—Publicly traded . X 952 90,891,946 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
X 4 7,141,094 Other - APPRAISED VALUE/FMV
12 Securities—Miscellaneous .. X 1 5,000 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 .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( LIFE INSURANCE, BITCOIN ) X 2 54,504 Other - APPRAISED VALUE/FMV
26 Other Right pointing arrow large image ( OIL GAS INTEREST ) X 2 27,298 Other - APPRAISED VALUE/FMV
27 Other Right pointing arrow large image ( EQUIPMENT/FURNITURE ) X 3 0 Other
28 Other Right pointing arrow large image ( CERAMIC MATERIALS, BRICKS ) X 2 0 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
25
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 isn't 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 didn't 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) (2021)
Schedule M (Form 990) (2021)
Page 2
Part IISupplemental 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 UNVIERSITY, EXCEPT AS DISCLOSED ON SCHEDULE G, PART I.
Schedule M (Form 990) (2021)

Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE O
(Form 990)

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
2021
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 2021. 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, 2021 WAS 18,703.
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 2 BUSINESS RELATIONSHIPS MARIANO-FLORENTINO CUELLAR AND PENNY PRITZKER HAVE A BUSINESS RELATIONSHIP BECAUSE OF THEIR RESPECTIVE POSITIONS AS OFFICER AND TRUSTEE AT CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE. BIDDY MARTIN AND SHIRLEY TILGHMAN HAVE A BUSINESS RELATIONSHIP BECAUSE OF THEIR RESPECTIVE POSITIONS AS OFFICER AND TRUSTEE AT AMHERST COLLEGE.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN ACTIONS OF THE HARVARD CORPORATION, SUCH AS THE ELECTION OF NEW CORPORATION MEMBERS, THE CONFERRAL OF DEGREES, AND AMENDMENTS TO THE UNIVERSITY STATUTES, ARE SUBJECT TO THE CONSENT OF THE UNIVERSITY'S BOARD OF OVERSEERS.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS REVIEWED BY THE UNIVERSITY'S TAX RETURN REVIEW COMMITTEES, COMPRISING SENIOR FINANCE STAFF, AND INTERNAL AND EXTERNAL COUNSEL. THE FORM 990 WAS ALSO REVIEWED BY THE UNIVERSITY'S JOINT COMMITTEE ON INSPECTION, CONSISTING OF MEMBERS OF THE HARVARD CORPORATION AND THE BOARD OF OVERSEERS. THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE HARVARD CORPORATION BEFORE IT WAS FILED.
Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, THE UNIVERSITY'S OFFICE OF THE GENERAL COUNSEL DISTRIBUTES A COPY OF THE HARVARD UNIVERSITY POLICY ON CONFLICTS OF INTEREST AND COMMITMENT FOR SENIOR OFFICERS AND SENIOR ADMINISTRATORS, AND AN ANNUAL DISCLOSURE FORM, TO THE INDIVIDUALS SUBJECT TO THE POLICY. THE COMPLETED FORMS ARE REVIEWED BY THE OFFICE OF THE GENERAL COUNSEL. A PARALLEL PROCESS IS CARRIED OUT ANNUALLY BY THE OFFICE OF THE GOVERNING BOARDS FOR THE UNIVERSITY'S GOVERNING BODY. THE COMPLETED DISCLOSURE FORMS OF MEMBERS OF THE GOVERNING BODY ARE REVIEWED BY BOTH THE OFFICE OF THE GENERAL COUNSEL AND THE SECRETARY OF THE UNIVERSITY.
Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FOLLOWING IS A DESCRIPTION OF THE ANNUAL COMPENSATION REVIEW PROCESS (CROSS-REFERENCE SCHEDULE J, PART I, LINE 3). THE MOST RECENT REVIEW CONDUCTED PRIOR TO THE CLOSE OF FISCAL YEAR 2022 OCCURRED IN JULY 2021. 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 JULY 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 NITIN NOHRIA WAS DEAN OF HARVARD BUSINESS SCHOOL UNTIL DECEMBER 31, 2020 AND THEN RETURNED TO HIS ROLE AS FACULTY OF BUSINESS. MICHAEL SMITH WAS DEAN OF FACULTY OF ARTS AND SCIENCES UNTIL AUGUST 14, 2018 AND THEN RETURNED TO HIS ROLE AS FACULTY OF ARTS AND SCIENCES. 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. DREW FAUST WAS PRESIDENT UNTIL JUNE 30, 2018 AND THEN BEGAN HER NEW ROLE AS UNIVERSITY PROFESSOR.
Form 990, Part VIII, Line 2f Other Program Service Revenue ALL OTHER PROGRAM SERVICES - Total Revenue: XXX-XX-XXXX, Related or Exempt Function Revenue: XXX-XX-XXXX, Unrelated Business Revenue: 20795323, Revenue Excluded from Tax Under Sections 512, 513, or 514: 21827087;
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 - XXX-XX-XXXX; TRANSFERS TO/FROM AFFILIATE ORGANIZATIONS - 63457872; OTHER CHANGE IN NET ASSETS - -83249491;
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 J, Part II SCHEDULE J SUPPLEMENTAL INFORMATION FELLOW KAREN GORDON MILLS HAD A PAID FACULTY APPOINTMENT DURING CALENDAR YEAR 2021 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).
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
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
2021
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
 
 
20-2138990
REAL ESTATE   18,353,276 91,938,611 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(2) HARVARD UNIVERSITY BEACON YARDS LLC
 
 
03-0517218
REAL ESTATE   605,000 318,362 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(3) HARVARD INTERNATIONAL LLC
 
 
30-0459737
INTERNATIONAL SUPPORT   0 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(4) HUH BROKERAGE SERVICES LLC
 
 
85-3427383
REAL ESTATE   480,737 16 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(5) HARVARD 219 WESTERN LLC
 
 
REAL ESTATE   505,197 5,380,322 PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
(6) HARVARD ALLSTON LAND COMPANY
 
 
83-3819768
DEVELOPMENT MANAGEMENT   0 0 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)AXIM COLLABORATIVE
141 PORTLAND ST 9TH FL

CAMBRIDGE,MA02139
46-0807740
EDUCATION MA 501(c)(3) Type I NA
 
 
No
(5)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
 
(6)BOTSWANA-HARVARD AIDS INSTITUTE
 
 
RESEARCH BC     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(7)CENTRE RECHERCHE EUROPEEN DE LA HBS
 
 
RESEARCH SUPPORT FR     PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(8)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
 
(9)DOYUKAI FUND FOR HARVARD INC
79 JFK STREET

CAMBRIDGE,MA02138
04-3478889
RESEARCH SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(10)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
 
(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 FOUNDATION LTD
 
 
TRUST FOR CONTRIBUTIONS UK     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(20)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
 
(21)HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC - TUNISIA
 
 
RESEARCH TS     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(22)HARVARD GLOBAL RESEARCH SUPPORT CENTRE INDIA
DEXTRUS OFFICE NO W05
PENINSULA TOWER 6TH FL
MUMBAI,MAHARASHTRA400013
IN
RESEARCH IN     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(23)HARVARD GLOBAL RESEARCH SUPPORT CENTRE ISRAEL LTD
 
 
RESEARCH IS     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(24)HARVARD GLOBAL RESEARCH SUPPORT CENTRE SOUTH AFRICA NPC
 
 
RESEARCH SF     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(25)HARVARD GLOBAL UK
 
 
RESEARCH UK     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(26)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
 
(27)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
 
(28)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
 
(29)HARVARD MEDICAL CENTER
25 SHATTUCK ST

BOSTON,MA02115
04-2213292
MEDICAL EDUCATION MA 501(c)(3) Type I NA
 
 
No
(30)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
 
(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
375 LONGWOOD AVE

BOSTON,MA02215
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)STUDENT ORGANIZATIONS AND JOURNALS OF HARVARD LAW SCHOOL INC
1585 MASSACHUSETTS AVE

CAMBRIDGE,MA02138
84-3118937
STUDENT SUPPORT MA 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(44)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
(45)THE RESEARCH COLLECTIONS AND PRESERVATION CONSORTIUM
701 CARNEGIE CENTER STE 445

PRINCETON,NJ08540
22-3751732
LIBRARY DEPOSITORY NJ 501(c)(3) Type I PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Yes
 
(46)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) 2021
Schedule R (Form 990) 2021
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 AVENUE 12TH FLOOR
NEW YORK,NY10065
47-4542524
INVESTMENTS DE CAR II HOLDINGS I LLC (CROWN ATLANTIC RETAIL II LLC)
 
Excluded -630,167 3,007,122   No 0   No 74.38 %
(2) 170 BROADWAY LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
46-4145333
INVESTMENTS DE CROWN ATLANTIC RETAIL I LLC (CROWN ATLANTIC RETAIL LLC)
 
Excluded -672,371 0   No 0   No 74.38 %
(3) 3D INVESTMENT VALUE MASTER FUND

 
 
INVESTMENTS CJ 3D INVESTMENT VALUE FUND
 
Excluded 177,713,892 906,561,021   No 0   No 96.4 %
(4) 522 FULTON REALTY LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
13-4215034
INVESTMENTS DE CA 522 INVESTOR LLC (CROWN ATLANTIC RETAIL II LLC)
 
Excluded -3,885,820 20,949,531   No 0   No 74.38 %
(5) 947 LINCOLN ROAD LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
46-5244987
INVESTMENTS DE CROWN ATLANTIC RETAIL I LLC (CROWN ATLANTIC RETAIL LLC)
 
Excluded 558,847 28,534,451   No 0   No 74.38 %
(6) ALTIMETER GROWTH DIABLO FUND LP

ONE INTERNATIONAL PLACE
SUITE 4610
BOSTON,MA02110
87-2407391
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 19,960,876   No 0   No 66.45 %
(7) AMERRA AGRI OPPORTUNITY FUND LP

55 WEST 46TH ST
STE 2801
NEW YORK,NY10036
27-3310646
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 1,946,172 73,574,994   No -7,634   No 99.21 %
(8) APOLLO THUNDER PARTNERS LP

ONE MANHATTANVILLE ROAD
SUITE 201
PURCHASE,NY10577
36-4827348
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 5,691,532 78,555,676   No -64,121   No 93.96 %
(9) AQUILINE ARMOUR CO-INVEST II LP

C/O AQUILINE CAPITAL PARTNERS
535 MADISON AVE 24TH FLOOR
NEW YORK,NY10022
82-3864734
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 20,698,026   No 0   No 76.19 %
(10) ARTIST GROWTH OPPORTUNITY III LP

20 WEST 55TH STREET
11TH FLOOR
NEW YORK,NY10019
86-3123613
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 15,122,771   No 0   No 90.11 %
(11) ASSOCIATED FUNDS SPV LP

8605 SANTA MONICA BLVD
PMB 29166
WEST HOLLYWOOD,CA90069
84-2851486
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 20,122,922   No 0   No 50.12 %
(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 -4,465 238,077   No 0   No 69.54 %
(13) ATLANTIC P3 LIFE SCIENCES HOLDINGS LLC

4380 LAJOLLA VILLAGE DRIVE
SUITE 230
SAN DIEGO,CA92122
47-2638594
INVESTMENTS DE ATLANTIC WLS LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded -641,967 0   No 0   No 92.78 %
(14) 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 303,741 0   No 0   No 91.9 %
(15) 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 1,647,438 11,871,102   No 0   No 92.62 %
(16) ATLANTIC TORONTO LP

600 ATLANTIC AVENUE
BOSTON,MA02210
35-2384789
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 0 27,766   No 0   No 99.99 %
(17) ATLANTIC US REAL ESTATE LLC

C/O BAIN CAPITAL REAL ESTATE LP
200 CLARENDON ST
BOSTON,MA02116
82-4033944
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 209,653,859 1,755,293,728   No -172,629   No 92.97 %
(18) AVENIR GROWTH PARTNERS III CO-INVEST LP

2601 S BAYSHORE DRIVE
SUITE 1110
COCONUT GROVE,FL33133
85-3171430
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 145,274 94,311,772   No 0   No 62.89 %
(19) BAIN CAPITAL REAL ESTATE FUND II-A LP

C/O BAIN CAPITAL RE
200 CLARENDON ST
BOSTON,MA02116
85-1331196
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 0 29,102,298   No 0   No 52.83 %
(20) BAINBRIDGE CC URBANA APARTMENTS LLC

12765 WEST FOREST HILL BLVD
SUITE 1307
WELLINGTON,FL33414
80-0910794
INVESTMENTS DE BLUE ATLANTIC URBANA LLC
 
Excluded 0 20,052,310   No 0   No 82 %
(21) BCC CAMBRIDGE NEW FINANCING SOLUTION (REVOLVERS) LP

MAPLES FIDUCIARY SERVICES DE INC
4001 KENNETT PIKE SUITE 302
WILMINGTON,DE19807
84-2105056
INVESTMENTS DE LUXCO LENDING FUND II SARL
 
Excluded 2,238,260 23,456,197   No 0   No 100 %
(22) BCC CAMBRIDGE NEW FINANCING SOLUTION (TL) LP

MAPLES FIDUCIARY SERVICES DE INC
4001 KENNETT PIKE SUITE 302
WILMINGTON,DE19807
84-2105177
INVESTMENTS DE LUXCO LENDING FUND II SARL
 
Excluded 13,546,406 276,216,308   No 0   No 100 %
(23) BLC FIC FIDC-NP

 
 
INVESTMENTS BR BLC MASTER FUND LP
 
Excluded 2,464,836 28,472,151   No 0   No 52.97 %
(24) BLC MASTER FUND LP

PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1251228
INVESTMENTS CJ BLC FUND B LP
 
Excluded 2,134,555 30,092,003   No 0   No 56.93 %
(25) 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 -158,002 64,762,691   No 0   No 91.11 %
(26) 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 0 0   No 0   No 91.11 %
(27) BRAMSHILL TACTICAL FIXED INCOME MASTER FUND LTD

 
 
INVESTMENTS CJ BRAMSHILL TACTICAL FIXED INCOME FUND LTD
 
Excluded 2,263,113 164,769,408   No 0   No 63.47 %
(28) BRIGHTLIGHT CAPITAL PARTNERS LP

15 MYRTLE AVENUE 1A
WESTPORT,CT06880
45-2604596
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 43,099,901 198,055,821   No 0   No 63.47 %
(29) CA ATLANTIC URBAN LV LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
81-5215845
INVESTMENTS DE ATLANTIC URBAN LV INVESTMENT LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded 17,933 7,682,856   No 0   No 92.97 %
(30) CA USQUARE LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
47-3889463
INVESTMENTS DE ATLANTIC USQUARE LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded -1,887,664 28,808,469   No -2,055,738   No 83.67 %
(31) 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 -16,437 0   No 0   No 100 %
(32) CERBERUS MA PARTNERS LP

ONE NEXUS WAY
CAMANA BAY,GRAND CAYMANKY19005
CJ
36-4762301
INVESTMENTS CJ HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded -127,239 11,743,971   No 0   No 54.2 %
(33) CERTARES HOLDINGS (OPTIONAL) LLC

350 MADISON AVENUE
8TH FLOOR
NEW YORK,NY10017
82-5362658
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 19,553,462 114,024,217   No -25,604   No 60 %
(34) CH OCEANSIDE LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
46-2568911
INVESTMENTS DE CROWN ATLANTIC 2756 LONG BEACH ROAD LLC (CROWN ATLANTIC RETAIL II LLC)
 
Excluded 0 0   No 0   No 74.38 %
(35) COGNATE INVESTMENTS LP- SERIES SAM1

PO BOX 96503 PMB 42078
WASHINGTON,DC20090
85-3709667
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 6,275,590   No 0   No 62.34 %
(36) COGNATE INVESTMENTS LP - SERIES IEH

PO BOX 96503
PMB 42078
WASHINGTON,DC20090
82-1726944
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 26,786,561   No 0   No 50.81 %
(37) CORAL SENIOR HOUSING II LLC

1275 PENNSYLVANIA AVENUE NORTH WEST
2ND FLOOR
WASHINGTON,DC20004
32-0410036
INVESTMENTS DE CORAL LIVING II LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded 11,186,713 22,256,837   No 0   No 92.51 %
(38) CORAL SENIOR HOUSING III LLC

1275 PENNSYLVANIA AVENUE NORTH WEST
2ND FLOOR
WASHINGTON,DC20004
38-3931197
INVESTMENTS DE CORAL LIVING III LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded 21,172,300 81,756,723   No 0   No 92.51 %
(39) CORAL SENIOR HOUSING IV LLC

1275 PENNSYLVANIA AVENUE NORTH WEST
2ND FLOOR
WASHINGTON,DC20004
81-4574488
INVESTMENTS DE CORAL LIVING III LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded 80,677,578 60,815,027   No 0   No 92.51 %
(40) CROWN 144 FULTON LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
47-3233984
INVESTMENTS DE 144 FULTON MMEE JV LLC
 
Excluded -602,998 23,248,872   No 0   No 71.43 %
(41) CROWN ATLANTIC INTL OLIVE LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
47-1830643
INVESTMENTS DE CROWN ATLANTIC RETAIL I LLC (CROWN ATLANTIC RETAIL LLC)
 
Excluded -24,995 9,457,611   No 0   No 76.44 %
(42) CROWN ATLANTIC RETAIL II LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
36-4806500
INVESTMENTS DE ATLANTIC URBAN RETAIL INC
 
Excluded -4,821,096 44,656,104   No 0   No 82.64 %
(43) CROWN ATLANTIC RETAIL LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
46-1605646
INVESTMENTS DE ATLANTIC URBAN RETAIL INC
 
Excluded -344,019 51,892,443   No 0   No 82.64 %
(44) CROWN ICS 5TH ACQUISITIONS LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
47-1827246
INVESTMENTS DE ATLANTIC URBAN RETAIL INC
 
Excluded 164,725 10,594,425   No 0   No 56.31 %
(45) CROWN SRP LLC

C/O CROWN ACQUISITIONS INC
667 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10065
47-2106149
INVESTMENTS DE ATLANTIC URBAN RETAIL INC
 
Excluded -15,588 1,154   No 0   No 74.38 %
(46) CVI CHVF LP

1601 UTICA AVENUE SOUTH
SUITE 1000
ST LOUIS PARK,MN55416
80-0941373
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 12,808,814   No 0   No 99.99 %
(47) CVI CHVF LUX SECURITIES SARL

1601 UTICA AVENUE SOUTH
SUITE 1000
ST LOUIS PARK,MN55416
98-1120470
INVESTMENTS LU CVI CHVF LUX MASTER SARL
 
Excluded -44,708 1,463,276   No 0   No 99.99 %
(48) CVI CHVF MASTER FUND I LP

1601 UTICA AVENUE SOUTH
SUITE 1000
ST LOUIS PARK,MN55416
80-0941608
INVESTMENTS DE CVI CHVF LP
 
Excluded -801 2,274   No 0   No 99.99 %
(49) CVI CHVF MASTER FUND II LP

1601 UTICA AVENUE SOUTH
SUITE 1000
ST LOUIS PARK,MN55416
32-0415499
INVESTMENTS DE CVI CHVF LP
 
Excluded 417,794 4,831,149   No 0   No 99.99 %
(50) DOUGLASBAY CAPITAL III FUND (CO-INVESTMENT ACCOUNT NO 1) LP

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 1,483,826 106,551,609   No 0   No 80.22 %
(51) EAE ATLANTIC LLC

C/O AE REAL ESTATE HOLDINGS LLC
1065 AVE OF THE AMERICAS 31ST FL
NEW YORK,NY10024
36-4743445
INVESTMENTS DE ATLANTIC WFH INVESTOR LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded -270,096 268,766,366   No 0   No 84.51 %
(52) ELLIPSIS PARTNERS LLC

600 ATLANTIC AVENUE
BOSTON,MA02210
83-3308875
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 35,712,506 229,202,837   No 0   No 99.97 %
(53) EPIRIS FUND II CO-INVESTMENT (A) LP

 
 
98-1455895
INVESTMENTS JE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 14,431,428   No 0   No 62.63 %
(54) EPIRIS FUND II CO-INVESTMENT (C) LP

 
 
98-1485534
INVESTMENTS JE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 6,244,331 11,236,919   No 0   No 56.03 %
(55) EVOLUTION CREDIT OPPORTUNITY FUND II (PARALLEL A) LP

28 STATE STREET 23RD FLOOR
BOSTON,MA02109
87-2877372
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 106,877 8,513,558   No 0   No 99.87 %
(56) EVOLUTION CREDIT PARTNERS I LP

28 STATE STREET
23RD FLOOR
BOSTON,MA02109
82-4876349
INVESTMENTS DE EVOLUTION CREDIT PARTNERS I (CAYMAN) LP
 
Excluded 31,379,793 441,156,487   No 0   No 86.27 %
(57) G GROWTH PARTNERS LP

245 FIFTH AVENUE
SUITE 1102
NEW YORK,NY10016
87-2575541
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 3,245,981   No 0   No 61.54 %
(58) GBE INVESTMENTS LP

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ BLUE MARBLE HOLDINGS CORP
 
Excluded -927,547 9,311,475   No 0   No 98.9 %
(59) 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 6,987,391 -82,209,941   No 0   No 91.37 %
(60) HAMPDEN INSURANCE PARTNERS I LP

C/O MOURANT OZANNES CORP SVCS LTD
94 SOLARIS AVE
CAMANA BAY,GRAND CAYMANKY11108
CJ
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 45,061,840   No 0   No 99 %
(61) HARVARD GLOBAL SERVICES INDIA LLP

404 ZEE SQUARE MG ROAD VILE
PARLE EAST OPP BANK OF BARODA
MUMBAI,MAHARASHTRA400057
IN
RESEARCH IN HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Excluded 245,300 32,742   No     No 99.99 %
(62) HB INSTITUTIONAL LIMITED PARTNERSHIP

10 ST JAMES AVE STE 1700
BOSTON,MA02116
04-3425685
INVESTMENTS MA HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Unrelated 48,111,077 741,937,121   No 30,528,349   No 97.01 %
(63) HLS SPV LLC

1345 AVENUE OF THE AMERICAS
42ND FLOOR
NEW YORK,NY10105
47-2205984
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 1,693,679 8,822,981   No 0   No 99.97 %
(64) 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 -4,722,628 44,412,127   No 0   No 100 %
(65) HORSLEY BRIDGE SPV II LP

505 MONTGOMERY STREET
21ST FLOOR
SAN FRANCISCO,CA94111
85-3774963
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 66,284 39,700,057   No 0   No 57.01 %
(66) IBEX VENTURE LIMITED

 
 
98-1583805
INVESTMENTS VI HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 5,036,543   No 0   No 50 %
(67) 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 868,138 119,084,598   No 0   No 92.04 %
(68) INITIALIZED FG SPV LLC

464 TEHAMA STREET
SAN FRANCISCO,CA94103
87-1269799
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 9,595,228   No 0   No 100 %
(69) INITIALIZED PA SPV LLC

464 TEHAMA STREET
SAN FRANCISCO,CA94103
87-2934502
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 20,097,479   No 0   No 97.56 %
(70) INTERNET ECONOMY HOLDINGS III LLC

PO BOX 171305
SALT LAKE CITY,UT84117
83-2567678
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 13,422,584 0   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 0   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 -74,278 21,894,382   No 0   No 66.94 %
(73) ISLAND C-III ATLANTIC HOLDINGS LLC

300 N MAIN STREET SUITE 402
GREENVILLE,SC29601
47-1180960
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 1,072,360 5,512,996   No -452,328   No 100 %
(74) ISLAND NYC RECOVERY FUND I LP

6031 CONNECTION DRIVE SUITE 200
IRVING,TX75039
85-0517715
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 1 18,671,678   No 0   No 67.26 %
(75) JC SILOS FUNDO DE INVESTIMENTO EM DIREITOS CREDITORIOS NAO-PADRONIZADO

 
 
INVESTMENTS BR BLC FIC FIDC-NP
 
Excluded 1,106 1,678,202   No 0   No 52.62 %
(76) JUS BG I - MASTER LP

3500 S DUPONT HIGHWAY
DOVER,DE19901
46-2781217
INVESTMENTS DE JUS BG I - FEEDER LP
 
Excluded 644,316 1,204,472   No 0   No 100 %
(77) L-A SATURN ACQUISITION LP

C/O MAPLES FIDUCIARY SERVICES INC
WILMINGTON,DE19807
30-0825127
INVESTMENTS DE ATLANTIC US REAL ESTATE LLC
 
Excluded 5,008,098 42,484,895   No 0   No 61 %
(78) LEFT LANE CAPITAL PARTNERS CO-INVEST LP

10 GRAND STREET
21ST FLOOR
BROOKLYN,NY11249
87-3422481
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 -27,315   No 0   No 99.75 %
(79) LMA RESEARCH COMPLEX PRIMARY CONDOMINIUM ASSOCIATION LLC

181 A LONGWOOD AVENUE
BOSTON,MA02116
83-0816425
REAL ESTATE MA PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Excluded -9,581 793,533   No 0   No 64.2 %
(80) LONGFELLOW ATLANTIC HOLDINGS LLC

260 FRANKLIN STREET SUITE 1920
BOSTON,MA02110
80-0965922
INVESTMENTS DE ATLANTIC SCIENCE LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded -93,935 1,023,981   No 0   No 92.04 %
(81) LUBERT-ADLERLARAMAR URBAN NEIGHBORHOOD CAPITAL FUND LP

3284 NORTHSIDE PARKWAY NW
SUITE 570
ATLANTA,GA30327
61-1804548
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 50,884 31,804,206   No 0   No 50 %
(82) MAP INSTITUTIONAL LLC 800 SERIES

3801 PGA BOULEVARD SUITE 500
PALM BEACH GARDENS,FL33410
85-3060397
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 12,572,159 191,045,171   No 0   No 100 %
(83) MAP INSTITUTIONAL LLC 801 SERIES

3801 PGA BOULEVARD SUITE 500
PALM BEACH GARDENS,FL33410
86-3083283
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 463,518 50,566,202   No 0   No 100 %
(84) MAP INSTITUTIONAL LLC 802 SERIES

3801 PGA BOULEVARD SUITE 500
PALM BEACH GARDENS,FL33410
86-3274921
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Excluded 17 49,415,945   No 0   No 100 %
(85) MCR HOSPITALITY FUND II REIT HOLDINGS LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-2503745
INVESTMENTS DE MCR HOSPITALITY FUND II LP
 
Excluded 1,267,083 360,798,876   No 0   No 61.27 %
(86) MCR HOSPITALITY FUND II LP

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-0869659
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 69,544,409   No 0   No 61.27 %
(87) MCR OPPORTUNITY FUND I REIT HOLDINGS LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-2064624
INVESTMENTS DE MCR OPPORTUNITY FUND I REIT LLC
 
Excluded -1,430,874 34,128,179   No 0   No 62.52 %
(88) MCR OPPORTUNITY FUND I LP

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-1650579
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Unrelated 950,470 52,405,712   No 546,689   No 62.52 %
(89) MCRB LLC

1503 LBJ FREEWAY SUITE 300
DALLAS,TX75234
46-1235435
INVESTMENTS DE SAPPHIRE HOSPITALITY LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded 0 0   No 0   No 69.53 %
(90) MCROPP COINVEST LP

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
86-2916579
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded -22,088 20,244,084   No 0   No 100 %
(91) MCROPP NEW YORK LEX REIT HOLDINGS LLC

1504 LBJ FREEWAY
SUITE 301
DALLAS,TX75235
87-1432775
INVESTMENTS DE MCROPP NEW YORK LEX REIT LLC
 
Excluded -1,916,779 20,330,953   No     No 62.52 %
(92) MCRS LLC

1503 LBJ FREEWAY SUITE 300
DALLAS,TX75234
27-3637201
INVESTMENTS MD SAPPHIRE HOSPITALITY LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded 0 0   No 0   No 79.86 %
(93) MOUNTAIN CAPITAL PARTNERS NPI LP

811 LOUISIANA STREET
SUITE 2550
HOUSTON,TX77002
81-0788984
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 344,395 191,952,396   No 0   No 73.98 %
(94) NORTH PEAK SPECIAL OPPORTUNITY PARTNERS III LLC

405 LEXINGTON AVENUE
SUITE 5001
NEW YORK,NY10174
85-1854538
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 24,977,509   No 0   No 63.58 %
(95) OAK-MOSSER LLC

220 MONTGOMERY STREET 20TH FLOOR
SAN FRANCISCO,CA94104
81-3349445
INVESTMENTS DE ATLANTIC OAK LLC (ATLANTIC US REAL ESTATE LLC)
 
Excluded -2,379,162 2,178,560   No 0   No 86.46 %
(96) OMNI BRIDGEWAY (FUND 4) HPCR LP

437 MADISON AVENUE 19TH FLOOR
NEW YORK,NY10022
83-2788960
INVESTMENTS DE HARVARD PRIVATE CAPITAL REALTY INC
 
Unrelated 323,372 25,344,993   No 323,372   No 99.8 %
(97) OR OPPORTUNISTIC I (H) LP

399 PARK AVENUE
38TH FLOOR
NEW YORK,NY10022
85-2734604
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 1,385,951 31,066,152   No -33,977   No 96.25 %
(98) PREMIER A-1 ST LOUIS HOLDINGS LLC

3519 FEE FEE RD 221
BRIDGETON,MO63044
81-4162579
INVESTMENTS DE PSI ATLANTIC HOLDINGS III LLC
 
Excluded -299,363 29,719,565   No 0   No 90.82 %
(99) 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 149,017,589 11,395,720   No 0   No 91.73 %
(100) QTH FUND LLC

1140 AVENUE OF AMERICAS 9TH FL
NEW YORK,NY10036
84-3958423
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 29,779,283 281,493,192   No 43,915   No 97.77 %
(101) QUEENS VENTURES LLC

C/O AE REAL ESTATE HOLDINGS LLC
1065 AVE OF THE AMERICAS 31ST FL
NEW YORK,NY10024
80-0963664
INVESTMENTS DE EAE ATLANTIC II INC
 
Excluded -8,782,185 280,814,560   No 0   No 80.92 %
(102) REALTERM EUROPE LOGISTICS FUND SCSP

 
 
98-1515046
INVESTMENTS LU HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 689,587 68,145,042   No 0   No 53 %
(103) RECOGNIZE PARTNERS CHEETAH LP

667 MADISON AVENUE
5TH FLOOR
NEW YORK,NY10065
98-1564111
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 1,085,483 28,540,483   No 0   No 94.29 %
(104) RELF FRANCE SPE 1 SCI

 
 
98-1582479
INVESTMENTS FR RELF FRANCE HOLDINGS SAS
 
Excluded 0 0   No 0   No 52.99 %
(105) RELF FRANCE SPE 2 SCI

 
 
98-1582379
INVESTMENTS FR RELF FRANCE HOLDINGS SAS
 
Excluded 0 0   No 0   No 52.99 %
(106) S GROWTH PARTNERS LP

245 FIFTH AVENUE
SUITE 1102
NEW YORK,NY10016
85-3940206
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 0 5,033,865   No 0   No 52.63 %
(107) 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 -23,104 -870,268   No 0   No 88.68 %
(108) 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 1,160,252 33,276,129   No 0   No 92.04 %
(109) TPRV CAPITAL MASTER FUND LP

 
 
INVESTMENTS CJ TPRV CAPITAL FUND LTD
 
Excluded 0 0   No 0   No 54.19 %
(110) TRITON FUND II NO 2 LP

 
 
98-0634601
INVESTMENTS JE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 5,915 0   No 0   No 100 %
(111) UNICORN ENTERPRISE SELECT FUND LP

 
 
98-1584035
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded 10,433 26,759,435   No 0   No 90.91 %
(112) 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 43,702,330 16,318,766   No 0   No 77.7 %
(113) 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 72,702,650 9,233,678   No 0   No 92.97 %
(114) 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 71,136 0   No 0   No 100 %
(115) WEST70 MASTER FUND LP

 
 
INVESTMENTS CJ WEST70 OFFSHORE FUND LTD
 
Excluded 0 0   No 0   No 99.3 %
(116) XILOS DAKOTA SEPARATE LIMITED PARTNERSHIP

 
 
98-1293611
INVESTMENTS JE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
Excluded -584 17,574,536   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

4711 YONGE STREET SUITE 1400
TORONTO,ONM2N7E4
CA
INVESTMENTS CA ATLANTIC TORONTO HOLDINGS INC
 
C Corporation 7,858 228,548 50 % Yes  
(2) 3D INVESTMENT VALUE FUND

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 178,962,631 894,921,466 97.1 % Yes  
(3) ADELAIDE-PETER DEVELOPMENTS

4711 YONGE STREET SUITE 1400
TORONTO,ONM2N7E4
CA
98-0684328
INVESTMENTS CA ATLANTIC TORONTO HOLDINGS INC
 
C Corporation 0 107,612 50 % Yes  
(4) AQUILA INC

C/O WALKERS SPV LTD PO BOX 908GT
87 MARY ST
GEORGE TOWN,GRAND CAYMAN  
CJ
98-0532782
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -26,151 0 100 % Yes  
(5) AR LEGACY REIT INC

11990 SAN VICENTE BOULEVARD
SUITE 200
LOS ANGELES,CA90049
81-5332102
INVESTMENTS DE ATLANTIC REGENT HOLDINGS LLC
 
C Corporation -13,797,293 19,523,117 91.9 % Yes  
(6) ARA INC

C/O WALKERS SPV LTD PO BOX 908GT
87 MARY ST
GEORGE TOWN,GRAND CAYMAN  
CJ
98-0543813
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -521,586 366,302 100 % Yes  
(7) ASH R ONE LLC

230 PARK AVENUE 12TH FLOOR
NEW YORK,NY10169
30-0949766
INVESTMENTS DE ATLANTIC SCIOTO HOLDINGS LLC
 
C Corporation 0 0 92.62 % Yes  
(8) ATLANTIC AVENUE REALTY LTD

C/O MAPLES AND CALDER
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-0533323
INVESTMENTS CJ HARVARD PRIVATE CAPITAL REALTY INC
 
C Corporation -6,441 0 100 % Yes  
(9) ATLANTIC DV HOLDINGS LTD

C/O MAPLES AND CALDER
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1196247
INVESTMENTS CJ ATLANTIC INTERNATIONAL REAL ESTATE LLC
 
C Corporation -23,707,059 0 100 % Yes  
(10) ATLANTIC EUROPE INVESTMENTS GP LIMITED

 
 
INVESTMENTS UK HARVARD PRIVATE CAPITAL REALTY INC
 
C Corporation -15,221 0 100 % Yes  
(11) ATLANTIC EUROPE INVESTMENTS LP

 
 
98-0670648
INVESTMENTS UK HARVARD PRIVATE CAPITAL REALTY INC
 
C Corporation -2,009,832 22,007,506 100 % Yes  
(12) ATLANTIC GARNET FUNDING LTD

 
 
98-1493892
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -119,143 19,291,227 100 % Yes  
(13) ATLANTIC KING BLOCKER LIMITED

 
 
98-1461264
INVESTMENTS MP HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -604,464 42,090,031 100 % Yes  
(14) 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 0 0 92.78 % Yes  
(15) ATLANTIC P3 TRS LLC

4380 LAJOLLA VILLAGE DRIVE
SUITE 230
SAN DIEGO,CA92122
81-1202899
INVESTMENTS DE ATLANTIC P3 PROGRAM REIT INC
 
C Corporation 0 0 92.78 % Yes  
(16) ATLANTIC REGENT REIT INC

11990 SAN VICENTE BOULEVARD
SUITE 200
LOS ANGELES,CA90049
32-0464661
INVESTMENTS DE ATLANTIC REGENT HOLDINGS LLC
 
C Corporation 1,171,042 8,092,239 91.9 % Yes  
(17) ATLANTIC TORONTO 365 CHURCH STREET GENERAL PARTNER INC

1066 WEST HASTINGS ST
SUITE 2600
VANCOUVER,BCV6E3X1
CA
INVESTMENTS CA ATLANTIC TORONTO HOLDINGS INC
 
C Corporation 0 2 99.99 % Yes  
(18) ATLANTIC TORONTO A-P GENERAL PARTNER INC

1066 WEST HASTINGS ST
SUITE 2600
VANCOUVER,BCV6E3X1
CA
98-0668180
INVESTMENTS CA ATLANTIC TORONTO HOLDINGS INC
 
C Corporation 0 1 99.99 % Yes  
(19) ATLANTIC TORONTO GRENVILLE GENERAL PARTNER INC

1066 WEST HASTINGS ST
SUITE 2600
VANCOUVER,BCV6E3X1
CA
INVESTMENTS CA ATLANTIC TORONTO HOLDINGS INC
 
C Corporation 0 2 99.99 % Yes  
(20) ATLANTIC TORONTO HOLDINGS INC

1066 WEST HASTINGS ST
SUITE 2600
VANCOUVER,BCV6E3X1
CA
98-0668178
INVESTMENTS CA ATLANTIC TORONTO LP
 
C Corporation 0 525,794 99.99 % Yes  
(21) ATLANTIC URBAN RETAIL INC

C/O BAIN CAPITAL REAL ESTATE LP
200 CLARENDON ST 41ST FLOOR
BOSTON,MA02116
32-6261983
INVESTMENTS DE ATLANTIC URBAN RETAIL HOLDINGS LLC (ATLANTIC US REAL ESTATE LLC)
 
C Corporation -4,790,362 17,538,203 92.97 % Yes  
(22) BAIN CAPITAL SPECIAL SITUATIONS EUROPE (A) LP

 
 
98-1422541
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 14,549,912 90,442,607 95.42 % Yes  
(23) 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 -850,966 35,323,379 82 % Yes  
(24) BCC CAMBRIDGE (CAYMAN GP LOANS) LP

 
 
98-1495663
INVESTMENTS CJ LUXCO LENDING FUND II SARL
 
C Corporation 136,031 1,251,510 100 % Yes  
(25) BCC CAMBRIDGE (CAYMAN GP REVOLVERS) LP

 
 
98-1495639
INVESTMENTS CJ LUXCO LENDING FUND II SARL
 
C Corporation 6,795 137,624 100 % Yes  
(26) BLACK KITE PTY LTD

 
 
INVESTMENTS AS BLUE MARBLE HOLDINGS CORP
 
C Corporation 0 0 100 % Yes  
(27) BLACK KITE TRUST

 
 
98-6063158
INVESTMENTS AS SWT LP
 
C Corporation -9,592,167 39,542,305 100 % Yes  
(28) BLC FUND B LP

PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1251361
INVESTMENTS CJ ITAY LLC
 
C Corporation -1,645,646 30,269,166 71.26 % Yes  
(29) BLC II FUND B LP

 
 
98-1386349
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 3,001,248 59,780,086 52.85 % Yes  
(30) 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 -484,151 123,084,472 91.11 % Yes  
(31) BLUE ATLANTIC INVESTORS INC

353 NORTH CLARK STREET SUITE 730
CHICAGO,IL60654
45-1022813
INVESTMENTS MD BLUE ATLANTIC ACQUISITION GROUP LLC
 
C Corporation 0 0 90.93 % Yes  
(32) BLUE ATLANTIC SHUTTLE II LLC

353 NORTH CLARK STREET SUITE 730
CHICAGO,IL60654
36-4851337
INVESTMENTS DE BLUE ATLANTIC INVESTORS II INC
 
C Corporation 2,322 83,337 91.11 % Yes  
(33) BOULDER HILL TOTAL RETURN OFFSHORE INVESTORS LTD

888 SEVENTH AVENUE
21ST FLOOR
NEW YORK,NY10106
98-1587968
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 10,235,936 60,380,369 100 % Yes  
(34) BRAMSHILL TACTICAL FIXED INCOME FUND LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 2,036,751 94,879,335 79.88 % Yes  
(35) BRODIAEA INC

444 HIGUERA STREET SUITE 202
SAN LUIS OBISPO,CA93401
90-0862085
INVESTMENTS DE BELLUM LLC
 
C Corporation 0 53,305,355 100 % Yes  
(36) CALEDONIA CONCENTRATED FUND LP

650 MADISON AVE 24TH FLOOR
NEW YORK,NY10022
98-1422273
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -93,765,366 67,757,345 100 % Yes  
(37) CANTUTA LTD

C/O MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
INVESTMENTS CJ PHEMUS CORPORATION
 
C Corporation 0 0 100 % Yes  
(38) CC VII HOLDINGS LLC

 
 
98-1361217
INVESTMENTS MP HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 30,797,324 118,024,292 52.66 % Yes  
(39) CENTRO HARVARD DAVID ROCKEFELLER PARA ESTUDIOS LATINOAMERICANOS AC

 
 
FACULTY AND STUDENT ACTIVITIES MX PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
C Corporation 543,548 857,523 100 % Yes  
(40) CHARITABLE LEAD TRUSTS (44)

 
 
CHARITABLE TRUST MA PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Trust     0 % Yes  
(41) CHARITABLE REMAINDER TRUSTS (809)

 
 
CHARITABLE TRUST MA PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Trust     0 % Yes  
(42) COPAYAPU SPA

2939 AVENIDA ISIDORA GOYENECHEA
11TH FL
LAS CONDES,SANTIAGO  
CI
98-1112517
INVESTMENTS CI PALPANA LLC
 
C Corporation -29,448 122,928 100 % Yes  
(43) 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 11,342,672 9,065,285 92.51 % Yes  
(44) 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 20,063,533 150,372,950 92.51 % Yes  
(45) 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 81,755,672 126,559,561 92.51 % Yes  
(46) 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 1,970,274 232,442 92.51 % Yes  
(47) 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 -2,333,648 1,300,714 92.51 % Yes  
(48) 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 -2,178,028 1,332,712 92.51 % Yes  
(49) CVI CHVF LUX FINANCE SARL

 
 
98-1120658
INVESTMENTS LU CVI CHVF LUX MASTER SARL
 
C Corporation -30,820 20,496 99.99 % Yes  
(50) CVI CHVF LUX MASTER SARL

 
 
98-1120305
INVESTMENTS LU CVI CHVF LUX SUB HOLDINGS SARL
 
C Corporation -226,647 3,461,527 99.99 % Yes  
(51) DAIRY FARMS PARTNERSHIP

 
 
98-0594944
INVESTMENTS NZ DF1 LTD
 
C Corporation 2,534,510 9,437,270 100 % Yes  
(52) DELPHINIUM SAC

C/O MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
INVESTMENTS PE ICHU LTD
 
C Corporation 0 0 100 % Yes  
(53) EAE ATLANTIC II INC

C/O AE REAL ESTATE HOLDINGS LLC
1065 AVE OF THE AMERICAS 31ST FL
NEW YORK,NY10018
80-0954229
INVESTMENTS DE EAE ATLANTIC LLC
 
C Corporation 51,723,150 70,277,857 84.51 % Yes  
(54) EAE ATLANTIC III INC

C/O AE REAL ESTATE HOLDINGS LLC
1065 AVE OF THE AMERICAS 31ST FL
NEW YORK,NY10018
30-0835462
INVESTMENTS DE EAE ATLANTIC LLC
 
C Corporation -7,159,048 205,162,766 84.51 % Yes  
(55) EAE ATLANTIC IV INC

C/O AE REAL ESTATE HOLDINGS LLC
1065 AVE OF THE AMERICAS 31ST FL
NEW YORK,NY10018
36-4797540
INVESTMENTS DE EAE ATLANTIC LLC
 
C Corporation 19,520,787 111,483,830 84.51 % Yes  
(56) EAE ATLANTIC TRS LLC

C/O AE REAL ESTATE HOLDINGS LLC
1065 AVE OF THE AMERICAS 31ST FL
NEW YORK,NY10018
38-3978612
INVESTMENTS DE EAE ATLANTIC IV INC
 
C Corporation 11,120 60,945 84.51 % Yes  
(57) EASTERN ROSELLA TRUST

 
 
98-1131698
INVESTMENTS AS GREEN ROSELLA TRUST
 
C Corporation 0 0 100 % Yes  
(58) ECO CEBACO SA

 
 
INVESTMENTS PM NICATECA INC
 
C Corporation 37,695 27,669,258 100 % Yes  
(59) EL MARIA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -2,148 535,421 100 % Yes  
(60) EMERALD CATASTROPHE FUND LTD

 
 
98-1194784
INVESTMENTS BD HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -101,380 11,370,158 98.98 % Yes  
(61) EMPRESAS VERDES ARGENTINA SA

 
 
INVESTMENTS AR PINO LLC
 
C Corporation 25,526,245 77,654,243 100 % Yes  
(62) ESTANCIA CELINA SA

 
 
INVESTMENTS AR LAS MISIONES SA
 
C Corporation -970,717 7,585,819 100 % Yes  
(63) EVOLUTION CREDIT PARTNERS I (CAYMAN) LP

125 HIGH STREET HIGH STREET TOWER
26TH FLOOR
BOSTON,MA02110
98-1418348
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 26,532,550 281,713,741 86.27 % Yes  
(64) EVOLUTION CREDIT PARTNERS I SLP LLC

 
 
98-1427934
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 199,831 354,525 100 % Yes  
(65) FLAMENCO SPA

2939 AVENIDA ISIDORA GOYENECHEA
11TH FL
LAS CONDES,SANTIAGO  
CI
98-1120387
INVESTMENTS CI COPAYAPU SPA
 
C Corporation 463 16,822 100 % Yes  
(66) FLORESTAS DO SUL AGROFLORESTAL LTDA

AV CARLOS GOMES 1200 SALA 502
AUXILIADORA
CENTRO,RIO GRANDE DO SUL90480001
BR
98-0493906
INVESTMENTS BR CATTLEYA LLC
 
C Corporation -823,028 3,851,291 100 % Yes  
(67) FRANCOLIN

PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
98-1006384
INVESTMENTS CJ SHIPPING VENTURE CORPORATION
 
C Corporation 0 0 100 % Yes  
(68) 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
 
Trust 2,952,872 623 100 % Yes  
(69) FRIENDS OF HARVARD UNIVERSITY

 
 
TRUST FOR CONTRIBUTIONS UK HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Trust 7,338,474 3,325,937 100 % Yes  
(70) GATEWAY REAL ESTATE FUND III - TE LP

 
 
98-0669480
INVESTMENTS CJ HARVARD PRIVATE CAPITAL REALTY INC
 
C Corporation -1,138,039 16,314,820 64.93 % Yes  
(71) GAVEA INVESTMENT FUND II B LP

 
 
98-0537951
INVESTMENTS CA HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 307,000 1,211,000 100 % Yes  
(72) GBE DEVELOPMENT I LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 0 98.9 % Yes  
(73) GBE DEVELOPMENT II LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation -737 0 98.9 % Yes  
(74) GBE DEVELOPMENT III LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 0 98.9 % Yes  
(75) GBE DEVELOPMENT IV LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 0 98.9 % Yes  
(76) GBE DEVELOPMENT V LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation -453,481 0 98.9 % Yes  
(77) GBE DEVELOPMENT VI LTD

UGLAND HOUSE SOUTH CHURCH STREET
PO BOX 309
GEORGE TOWN,GRAND CAYMANKY11104
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation -256 24,059 98.9 % Yes  
(78) GBE HOLDINGS LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 0 98.9 % Yes  
(79) GBE INVESTMENTS LIMITED

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LP
 
C Corporation -481,792 708,249 98.9 % Yes  
(80) GBE PROJETOS AGRICOLAS II LTDA

AV DAS AMERICAS 700 BL 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR GBE DEVELOPMENT II LTD
 
C Corporation -738 29 98.9 % Yes  
(81) GBE PROPERTIES I LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 119,372 98.9 % Yes  
(82) GBE PROPERTIES II LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 0 98.9 % Yes  
(83) GBE PROPERTIES III LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 23,061 98.9 % Yes  
(84) GBE PROPERTIES V LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMAN  
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 138,499 98.9 % Yes  
(85) GBE PROPERTIES VI LTD

UGLAND HOUSE SOUTH CHURCH STREET
PO BOX 309
GEORGE TOWN,GRAND CAYMANKY11104
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 135 98.9 % Yes  
(86) GBE PROPERTIES VII LTD

 
 
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation 0 0 98.9 % Yes  
(87) GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS BAHIA LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR TERRACAL PROPRIEDADES LTDA
 
C Corporation 0 0 98.9 % Yes  
(88) GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS GUADALUPE LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR TERRACAL PROPRIEDADES LTDA
 
C Corporation 0 0 98.9 % Yes  
(89) GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS MINAS GERAIS LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR TERRACAL PROPRIEDADES LTDA
 
C Corporation 21,042 773,819 98.9 % Yes  
(90) GBE PROPRIEDADES E EMPREENDIMENTOS IMOBILIARIOS PIAUI LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR TERRACAL PROPRIEDADES LTDA
 
C Corporation 0 0 98.9 % Yes  
(91) GBE PROPRIEDADES HOLDINGS TOCANTINS LTDA

AVE OF AMERICAS NO 700 BUILDING 05
OFFICE 124
  RIO DE JANEIROCEP22640100
BR
INVESTMENTS BR GBE PROPERTIES IV LTD
 
C Corporation -256 24,089 98.9 % Yes  
(92) GERRITY ATLANTIC RETAIL PARTNERS INC

973 LOMAS SANTA FE DRIVE
SOLANA BEACH,CA92075
27-4802513
INVESTMENTS DE GERRITY ATLANTIC RETAIL PARTNERS LLC
 
C Corporation 9,221,378 37,592,544 91.37 % Yes  
(93) GERRITY RETAIL FUND 2 INC

973 LOMAS SANTA FE DRIVE
SOLANA BEACH,CA92075
46-4417545
INVESTMENTS DE GERRITY ATLANTIC RETAIL PARTNERS LLC
 
C Corporation 19,448,786 559,895,327 91.37 % Yes  
(94) GREEN ROSELLA TRUST

 
 
98-1126908
INVESTMENTS AS ROSELLA LTD
 
C Corporation 14,218,182 92,519,506 100 % Yes  
(95) GUANARE AARL

 
 
98-0641951
INVESTMENTS UY PHEMUS CORPORATION
 
C Corporation 58,690 65,622,499 100 % Yes  
(96) GUANARE SA

 
 
INVESTMENTS UY PHEMUS CORPORATION
 
C Corporation 6,064,216 170,443,340 100 % Yes  
(97) HARBOUR OFFSHORE FUND IV LP

 
 
98-1414548
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -12,212,003 137,866,650 56.7 % Yes  
(98) HARBOUR OFFSHORE FUND V LP

 
 
98-1538699
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -4,270,744 12,489,041 62.1 % Yes  
(99) HARSPRING CAPITAL OFFSHORE LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 34,445,345 224,712,868 97 % Yes  
(100) HARVARD ARASTIRMA VE EGITIM MERKEZI ISTANBUL LIMITED SIRKETI

 
 
RESEARCH SUPPORT/EVENT SUPPORT TU HARVARD INTERNATIONAL LLC
 
C Corporation 36,381 136,048 100 % Yes  
(101) HARVARD BUSINESS SCHOOL PUBLISHING ASIA PACIFIC LTD

 
 
SALES SUPPORT SN HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 1,774,159 1,051,680 100 % Yes  
(102) 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 952,734 463,479 100 % Yes  
(103) HARVARD BUSINESS SCHOOL PUBLISHING DE MEXICO SA DE CV

 
 
SALES SUPPORT MX HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 950,088 434,875 99.99 % Yes  
(104) HARVARD BUSINESS SCHOOL PUBLISHING EUROPE LTD

 
 
SALES SUPPORT UK HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 8,184,915 4,344,732 100 % Yes  
(105) HARVARD BUSINESS SCHOOL PUBLISHING FRANCE SAS

 
 
SALES SUPPORT FR HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 1,603,675 1,380,044 100 % Yes  
(106) HARVARD BUSINESS SCHOOL PUBLISHING INDIA PRIVATE LTD

 
 
PUBLISHING SUPPORT IN HARVARD BUSINESS SCHOOL PUBLISHING CORP
 
C Corporation 3,711,315 2,250,524 99.99 % Yes  
(107) HARVARD CENTER SHANGHAI CO LTD

 
 
RESEARCH SUPPORT/LOGISTICAL SUPPORT FOR EVENTS CH HARVARD INTERNATIONAL LLC
 
C Corporation 137,805 6,876,172 100 % Yes  
(108) HARVARD GLOBAL RESEARCH SUPPORT CENTRE IRELAND DAC

 
 
GDPR REPRESENTATION EI HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
C Corporation -19,074 44,312 100 % Yes  
(109) HARVARD UNIVERSITY PRESS LTD

 
 
BOOK DISTRIBUTION UK PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
C Corporation 4,450,928 2,094,745 69.86 % Yes  
(110) HB CAYMAN LIMITED

PO BOX 309 GT
  GRAND CAYMANBWICJ
CJ
INVESTMENTS CJ HB INSTITUTIONAL LP
 
C Corporation 7,386,211 97,439,963 97.01 % Yes  
(111) HH HR INVESTMENT LP

190 ELGIN AVENUE
GEORGE TOWN,GRAND CAYMANKY11205
CJ
98-1642951
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 5,823,685 25,824,465 100 % Yes  
(112) HIP BERMUDA REINSURANCE I LIMITED

 
 
INVESTMENTS BD HAMPDEN INSURANCE PARTNERS I LP
 
C Corporation 2,711,285 27,301,466 93 % Yes  
(113) HITE CARBON OFFSET LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -10,085,469 242,418,167 81.5 % Yes  
(114) HITE HEDGE OFFSHORE LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 29,982,387 295,506,958 70.7 % Yes  
(115) HMC BEEFEATER INC

1209 ORANGE STREET
WILMINGTON,DE19801
82-0888543
INVESTMENTS DE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 1,971,512 4,380,843 100 % Yes  
(116) HMC JUWEEL INVESTORS LP

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1196788
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 0 24,187,055 100 % Yes  
(117) HUNTER PATTON LTD

C/O MAPLES CORP SVCS PO BOX 30
UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1395917
INVESTMENTS CJ PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
C Corporation 0 0 100 % Yes  
(118) ICHU LTD

C/O MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
INVESTMENTS CJ CANTUTA LTD
 
C Corporation 0 0 100 % Yes  
(119) INVERSIONES CATIVAL SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -2,000 203,929 100 % Yes  
(120) INVERSIONES SANTA RITA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -2,517 1,689,280 100 % Yes  
(121) INVERSIONES TRES CUMBRES LTDA

AVENIDA VITACURA N 5093
OFICINA 601
VITACURA,SANTIAGO  
CI
98-0446986
INVESTMENTS CI PHEMUS CORPORATION
 
C Corporation 0 5,853,961 100 % Yes  
(122) JADE RETAIL INC

PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1401548
INVESTMENTS CJ PEARL RETAIL LLC (ATLANTIC US REAL ESTATE LLC)
 
C Corporation 0 0 92.97 % Yes  
(123) JUS BG I - FEEDER LP

PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1018586
INVESTMENTS CJ ITAY LLC
 
C Corporation 436,955 1,179,366 100 % Yes  
(124) KEPOS INSTITUTIONAL OPPORTUNITIES FUND LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -75,782 5,767,535 100 % Yes  
(125) LA JACARANDA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -2,877 60,322 100 % Yes  
(126) LA MORA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -8,852 597,499 100 % Yes  
(127) LA ZARZA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -4,799 2,765,191 100 % Yes  
(128) LAS ACACIAS SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -1,955 43,877 100 % Yes  
(129) LAS MISIONES SA

 
 
INVESTMENTS AR BT2 CO LLC
 
C Corporation 15,033,033 54,811,093 100 % Yes  
(130) LCM GLOBAL ALTERNATIVE RETURNS FEEDER FUND LP

 
 
98-1529383
INVESTMENTS JE HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -2,307,382 27,461,716 68.7 % Yes  
(131) LIFETIME CENTRECOURT GRENVILLE LIMITED PARTNERSHIP

22 ST CLAIR AVENUE EAST
SUITE 1010
TORONTO,ONM4T2S3
CA
98-0684331
INVESTMENTS CA ATLANTIC TORONTO HOLDINGS INC
 
C Corporation 0 189,635 50 % Yes  
(132) LONGFELLOW ATLANTIC REIT INC

260 FRANKLIN STREET SUITE 1520
BOSTON,MA02110
46-4628691
INVESTMENTS DE LONGFELLOW ATLANTIC HOLDINGS LLC
 
C Corporation -10,874 0 92.04 % Yes  
(133) LOS ARRAYANES SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -4,188 958 100 % Yes  
(134) LOS LAURELES SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -1,783 347,576 100 % Yes  
(135) LUXCO LENDING FUND II SARL

 
 
INVESTMENTS LU HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -15,532,896 103,449,016 100 % Yes  
(136) MAP 850 SP

190 ELGIN AVENUE
GEORGE TOWN,GRAND CAYMANKY19008
CJ
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 51,169,522 312,769,516 100 % Yes  
(137) MCR HOSPITALITY FUND II REIT LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-2455985
INVESTMENTS DE MCR HOSPITALITY FUND II LP
 
C Corporation -1,158,905 379,864,221 61.27 % Yes  
(138) MCR HOSPITALITY FUND II TRS LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-2526788
INVESTMENTS DE MCR HOSPITALITY FUND II LP
 
C Corporation 2,853,017 10,771,003 61.27 % Yes  
(139) MCR OPPORTUNITY FUND I REIT LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-2050139
INVESTMENTS DE MCR OPPORTUNITY FUND I LP
 
C Corporation -1,561,446 36,045,024 62.52 % Yes  
(140) MCR OPPORTUNITY FUND I TRS LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
85-2094881
INVESTMENTS DE MCR OPPORTUNITY FUND I REIT HOLDINGS LLC
 
C Corporation -1,095,639 1,625,208 62.52 % Yes  
(141) MCROPP COINVEST REIT I LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
86-2931195
INVESTMENTS DE MCROPP COINVEST LP
 
C Corporation -1,550,365 7,133,333 100 % Yes  
(142) MCROPP COINVEST REIT I TRS LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
86-2968431
INVESTMENTS DE MCROPP COINVEST LP
 
C Corporation -525,047 311,117 100 % Yes  
(143) MCROPP NEW YORK LEX COINVEST REIT LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
87-1410039
INVESTMENTS DE MCROPP COINVEST LP
 
C Corporation -1,029,178 10,777,725 100 % Yes  
(144) MCROPP NEW YORK LEX REIT LLC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
87-1423955
INVESTMENTS DE MCR OPPORTUNITY FUND I LP
 
C Corporation -1,916,779 20,330,953 62.52 % Yes  
(145) MIRABILIS SA

CALLE LAS BEGONIAS NO 475
DPTO 702
SAN ISIDORO,LIMA  
PE
INVESTMENTS PE PARFEN SA
 
C Corporation 0 17,489 99.99 % Yes  
(146) NICARAO I LTD

 
 
98-0643167
INVESTMENTS CJ NICARAO LTD
 
C Corporation 0 584,363 100 % Yes  
(147) NICARAO II LTD

 
 
98-0643169
INVESTMENTS CJ NICARAO LTD
 
C Corporation 0 584,363 100 % Yes  
(148) NICARAO LTD

MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
98-0643164
INVESTMENTS CJ NICATECA INC
 
C Corporation 0 29,564,444 100 % Yes  
(149) NICATECA INC

C/O WALKERS SPV LTD
WALKER HOUSE 87 MARY ST
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-0520487
INVESTMENTS CJ PHEMUS CORPORATION
 
C Corporation -380,567 8,290,586 100 % Yes  
(150) NICATECA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -6,936 1,788,292 100 % Yes  
(151) NOMINA (NO 1253) LIMITED

 
 
INVESTMENTS UK HAMPDEN INSURANCE PARTNERS I LP
 
C Corporation 30,120 9,984,018 93 % Yes  
(152) NORTHERN ROSELLA TRUST

 
 
98-6081350
INVESTMENTS AS GREEN ROSELLA TRUST
 
C Corporation 0 0 100 % Yes  
(153) OAK-MOSSER REIT INC

220 MONTGOMERY STREET 20TH FLOOR
SAN FRANCISCO,CA94104
81-3362816
INVESTMENTS DE OAK-MOSSER LLC
 
C Corporation 78,272 0 86.46 % Yes  
(154) OPERA SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation 308,999 20,086,548 100 % Yes  
(155) OPTII SOLUTIONS INC

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
87-3430942
INVESTMENTS DE MCR OPPORTUNITY FUND I LP
 
C Corporation -403,283 3,778,572 62.52 % Yes  
(156) PAG ASIA ALPHA FEEDER LIMITED

PO BOX 472 2ND FLOOR HARBOR PLACE
103 S CHURCH ST
GEORGE TOWN,GRAND CAYMANKY11106
CJ
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 122,589 414,588 55.69 % Yes  
(157) PARFEN SRL

 
 
INVESTMENTS UY AZARA LLC
 
C Corporation -154,692 37,699,460 100 % Yes  
(158) PEARL RETAIL INC

PO BOX 309 UGLAND HOUSE
GEORGE TOWN,GRAND CAYMANKY11104
CJ
98-1048757
INVESTMENTS CJ PEARL RETAIL LLC (ATLANTIC US REAL ESTATE LLC)
 
C Corporation 0 380,648,579 92.97 % Yes  
(159) PINARES AARL

 
 
98-0641950
INVESTMENTS UY PHEMUS CORPORATION
 
C Corporation 6,125 16,315,766 100 % Yes  
(160) POOLED INCOME FUNDS (3)

 
 
CHARITABLE TRUST MA PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
Trust     0 % Yes  
(161) POTRERO INSTITUTIONAL FUND LTD

 
 
98-1544994
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -36,860,357 108,346,186 100 % Yes  
(162) 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 6,494 0 90.82 % Yes  
(163) PSI ATLANTIC SERVICES LLC

530 OAK COURT DRIVE SUITE 185
MEMPHIS,TN38117
82-1423777
INVESTMENTS DE PSI ATLANTIC HOLDINGS III LLC
 
C Corporation 6,597 0 91.73 % Yes  
(164) PULAR SPA

C/O ANINAT SCHWENCKE CIA AV
LOS CONQUISTADORES 1700 PISO 16
  SANTIAGO  
CI
INVESTMENTS CI COPAYAPU SPA
 
C Corporation 444 14,862 100 % Yes  
(165) RC IV CAYMAN ICW BLOCKER LLC

1180 PEACHTREE STREET NE
SUITE 2500
ATLANTA,GA30309
98-1643897
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 0 35,205,429 59.74 % Yes  
(166) RELF INVESTMENTS COOPERATIEF UA

 
 
98-1510059
INVESTMENTS NL REALTERM EUROPE LOGISTICS FUND SCSP
 
C Corporation 44,865 116,451,789 53 % Yes  
(167) REPRESA PROPERTIES LTD

UGLAND HOUSE SOUTH CHURCH STREET
PO BOX 309
GEORGE TOWN,GRAND CAYMANKY11104
CJ
INVESTMENTS CJ GBE INVESTMENTS LIMITED
 
C Corporation -27,317 1,075,220 98.9 % Yes  
(168) RETIREMENT PLAN TRUST FOR EMPLOYEES OF HARVARD UNIVERSITY

1033 MASS AVE 3RD FL
CAMBRIDGE,MA02138
04-2636388
INVESTMENTS MA NA
 
Trust 0 1,036,497,157 100 % Yes  
(169) RIO MIRA PARTICIPACOES LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR TERRACAL PROPRIEDADES LTDA
 
C Corporation -308 44,472 98.9 % Yes  
(170) ROSELLA HOLD TC PTY LTD

 
 
98-1126654
INVESTMENTS AS ROSELLA LTD
 
C Corporation 0 0 100 % Yes  
(171) ROSELLA LTD

 
 
98-1120479
INVESTMENTS CJ BLUE MARBLE HOLDINGS CORP
 
C Corporation 4,871,233 0 100 % Yes  
(172) ROSELLA SUB TC PTY LTD

 
 
98-1126678
INVESTMENTS AS ROSELLA HOLD TC PTY LTD
 
C Corporation 0 0 100 % Yes  
(173) SOROBAN DECARBONIZATION BENEFICIARIES CAYMAN FUND II LTD

190 ELGIN AVENUE
GEORGE TOWN,GRAND CAYMANKY19008
CJ
95-1645315
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -56,957,579 394,483,471 58.5 % Yes  
(174) SOROBAN OPPORTUNITIES CAYMAN FUND III LTD

55 WEST 46TH STREET
32ND FLOOR
NEW YORK,NY10036
98-1585438
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 46,678,491 454,171,232 62.79 % Yes  
(175) STAR ASIA JAPAN SPECIAL SITUATIONS IV BLOCKER LP

125 GAITHER DRIVE SUITE L
MOUNT LAUREL,NJ08054
98-1531119
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 0 27,565,157 100 % Yes  
(176) STAR ASIA JAPAN SPECIAL SITUATIONS V BLOCKER LP

UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
98-1568616
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 0 0 86.28 % Yes  
(177) SUSTAINABLE TEAK PARTCIPACOES LTDA

AV CASTELO BRANCO 272
ROOM 3 SAO MIGUEL
CACERES,MATO GROSSO78200000
BR
98-0639215
INVESTMENTS BR BRAZIL TEAK LLC
 
C Corporation -8,449,575 132,300,271 100 % Yes  
(178) TACORA SPA

C/O ANINAT SCHWENCKE CIA AV
LOS CONQUISTADORES 1700 PISO 16
  SANTIAGO  
CI
INVESTMENTS CI COPAYAPU SPA
 
C Corporation 585 35,946 100 % Yes  
(179) TAGUA SPA

2939 AVENIDA ISIDORA GOYENECHEA
11TH FL
LAS CONDES,SANTIAGO  
CI
98-1120143
INVESTMENTS CI COPAYAPU SPA
 
C Corporation 411 14,837 100 % Yes  
(180) TDCA REIT INC

5130 SOUTH ALSTON AVENUE
SUITE 210
DURHAM,NC27713
47-5575876
INVESTMENTS DE TDC ATLANTIC HOLDINGS LLC
 
C Corporation -10,477 899,207 88.68 % Yes  
(181) TERENA SA

 
 
INVESTMENTS UY PHEMUS CORPORATION
 
C Corporation 28,740 58,022,838 100 % Yes  
(182) TERRACAL ALIMENTOS E BIOENERGIA - UNIDADE BAHIA LTDA

AV DAS AMERICAS 700 BL 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR TERRACAL ALIMENTOS E BIOENERGIA LTDA
 
C Corporation -3,815 212 98.9 % Yes  
(183) TERRACAL ALIMENTOS E BIOENERGIA - UNIDADE MARANHAO LTDA

FAZENDA SANTO ANONIO DA MANGA
S/N ZONA RURAL
  MARANHAO  
BR
INVESTMENTS BR TERRACAL ALIMENTOS E BIOENERGIA LTDA
 
C Corporation 0 0 98.9 % Yes  
(184) TERRACAL ALIMENTOS E BIOENERGIA - UNIDADE PIAUI LTDA

RUA ALVARO MENDES N 2346 SALA C
CENTRO NORTE
  TERESINA-PL  
BR
INVESTMENTS BR TERRACAL ALIMENTOS E BIOENERGIA LTDA
 
C Corporation -10,385 30,790 98.9 % Yes  
(185) TERRACAL ALIMENTOS E BIOENERGIA LTDA

AV DAS AMERICAS 700 BL 5
SALAS 123 A NORTE
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR GBE DEVELOPMENT V LTD
 
C Corporation -453,490 160,574 98.9 % Yes  
(186) TERRACAL PARTICIPACOES LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR REPRESA PROPERTIES LTD
 
C Corporation 9 2,127 98.9 % Yes  
(187) TERRACAL PROPRIEDADES LTDA

AV DAS AMERICAS 700 BLOCO 5
SALAS 123 A 128
BARRA DA TIJUCA,RIO DE JANEIRO  
BR
INVESTMENTS BR REPRESA PROPERTIES LTD
 
C Corporation -27,019 1,357,074 98.9 % Yes  
(188) TINAMOU

PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
98-1014421
INVESTMENTS CJ FRANCOLIN
 
C Corporation 0 0 100 % Yes  
(189) TOPWATER PARTNERS OFFSHORE LTD

520 MADISON AVENUE
NEW YORK,NY10022
98-1144747
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -16,835,469 79,478,195 52.08 % Yes  
(190) TORUS FEEDER 3 LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 59,432,530 434,464,885 56 % Yes  
(191) TOTORA LTD

C/O MAPLES CORPORATE SERVICES LTD
PO BOX 309 UGLAND HOUSE
  GRAND CAYMANKY11104
CJ
INVESTMENTS CJ ICHU LTD
 
C Corporation 0 0 100 % Yes  
(192) TPRV CAPITAL FUND LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 0 0 56.62 % Yes  
(193) TRAVEL TECH ACQUISITION CORPORATION

1503 LBJ FREEWAY
SUITE 300
DALLAS,TX75234
98-1589034
INVESTMENTS CJ MCR OPPORTUNITY FUND I LP
 
C Corporation -355 1,838 62.52 % Yes  
(194) TUNUYAN SA

 
 
INVESTMENTS NU NICARAO LTD
 
C Corporation -20,836 4,230,151 100 % Yes  
(195) TWO SIGMA MERCURY CAYMAN FUND LTD

190 ELGIN AVENUE
GEORGE TOWN,GRAND CAYMANKY19005
CJ
98-1473352
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 34,345,593 353,538,757 65.8 % Yes  
(196) UNITECA AGROFLORESTAL SA

AVE GOVERNADOR PONCE DE ARRUDA
10545
  MATO GROSSO78110971
BR
INVESTMENTS BR SUSTAINABLE TEAK PARTCIPACOES LTDA
 
C Corporation -4,145 8,884,316 90.56 % Yes  
(197) USRA ATLANTIC NET LEASE CAPITAL CORP

C/O US REALTY ADVISORS LLC
1370 AVE OF THE AMERICAS
NEW YORK,NY10019
45-2732642
INVESTMENTS DE USRA ATLANTIC CAPITAL PARTNERS LLC
 
C Corporation 73,177,137 65,057,728 92.97 % Yes  
(198) VOLEON COMPOSITION INTERNATIONAL FUND LTD

190 ELGIN AVENUE
GEORGE TOWN,GRAND CAYMANKY19005
CJ
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation 23,863,300 224,265,019 72.54 % Yes  
(199) WEST70 OFFSHORE FUND LTD

 
 
INVESTMENTS CJ HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
 
C Corporation -146,138 0 100 % Yes  
(200) WESTERN ROSELLA TRUST

 
 
98-1126861
INVESTMENTS AS GREEN ROSELLA TRUST
 
C Corporation 27,276,719 62,581,647 100 % Yes  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
 
No
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 693,352 CASH
(2) AMERICAN REPERTORY THEATRE COMPANY INC

B 6,620,324 CASH
(3) AMERICAN REPERTORY THEATRE COMPANY INC

D 4,525,624 CASH
(4) AMERICAN REPERTORY THEATRE COMPANY INC

J 448,000 CASH
(5) AMERICAN REPERTORY THEATRE COMPANY INC

L 544,043 COST
(6) AMERICAN REPERTORY THEATRE COMPANY INC

M 550,280 CASH
(7) AMERICAN REPERTORY THEATRE COMPANY INC

N 123,000 CASH
(8) ASSOCIACAO DAVID ROCKEFELLER CENTER DE UNIVERSIDADE DE HARVARD

R 752,232 CASH
(9) BLUE MARBLE HOLDING CORP

R 7,073,423 CASH
(10) BLUE MARBLE HOLDING CORP

S 120,597,333 CASH
(11) BOTSWANA-HARVARD AIDS INSTITUTE

R 3,161,093 CASH
(12) CENTRE RECHERCHE EUROPEEN DE LA HBS

B 1,830,955 CASH
(13) CENTRO HARVARD-D ROCKEFELLAR PARA ESTUDIOS LATINAMERICANOS AC

R 500,793 CASH
(14) DEMETER HOLDINGS CORP

S 9,941,228 CASH
(15) DUBAI HARVARD FOUNDATION FOR MEDICAL RESEARCH INC

C 1,913,686 CASH
(16) DUBAI HARVARD FOUNDATION FOR MEDICAL RESEARCH INC

N 159,842 COST
(17) FRIENDS OF HARVARD HONG KONG TRUST

S 2,952,872 CASH
(18) FUNDACION CENTRO DE INVESTIGACION DE LA ESCUELA DE ADMIN DE EMPRESA

B 1,161,000 CASH
(19) FUNDACION DRCLAS CHILE

R 137,217 CASH
(20) GIOVANNI ARMENISE-HARVARD FOUNDATION FOR SCIENTIFIC RESEARCH INC

C 400,000 CASH
(21) GIOVANNI ARMENISE-HARVARD FOUNDATION FOR SCIENTIFIC RESEARCH INC

O 378,928 COST
(22) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

A 168,320 CASH
(23) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

B 101,346 CASH
(24) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

L 2,130,786 COST
(25) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

M 231,900 COST
(26) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING

Q 2,127,061 COST
(27) HARVARD ARASTIRMA VE EGITIM MERKEZI ISTANBUL LIMITED SIRKETI

M 752,775 COST
(28) HARVARD CENTER SHANGHAI CO LTD

M 2,763,413 COST
(29) HARVARD DEDICATED ENERGY LIMITED

H 15,138,166 COST
(30) HARVARD GLOBAL RESEARCH SUPPORT SERVICES INC

P 4,510,470 COST
(31) HARVARD MAGAZINE INC

A 139,467 COST
(32) HARVARD MAGAZINE INC

R 1,900,000 CASH
(33) HARVARD MANAGEMENT COMPANY

R 147,214,674 CASH
(34) HARVARD MANAGEMENT PRIVATE EQUITY CORP

R 8,147,155,469 CASH
(35) HARVARD MANAGEMENT PRIVATE EQUITY CORP

S 9,334,732,024 CASH
(36) HARVARD NEURODISCOVERY CENTER INC

O 571,134 CASH
(37) HARVARD PRIVATE CAPITAL REALTY INC

R 425,989,671 CASH
(38) HARVARD PRIVATE CAPITAL REALTY INC

S 1,208,230,431 CASH
(39) HARVARD REAL ESTATE - ALLSTON INC

D 55,124,914 CASH
(40) HARVARD REAL ESTATE - ALLSTON INC

R 191,721 CASH
(41) HARVARD UNIVERSITY PRESS LTD

D 2,106,178 CASH
(42) HARVARD UNIVERSITY PRESS LTD

G 3,050,002 COST
(43) HARVARD UNIVERSITY PRESS LTD

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

P 257,040 COST
(45) HARVARD UNIVERSITY PRESS LTD

S 1,958,121 CASH
(46) HARVARD-YENCHING INSTITUTE

R 1,565,000 CASH
(47) PHEMUS CORP

R 76,510,585 CASH
(48) PHEMUS CORP

S 266,415,681 CASH
(49) RED TOP INC

D 714,885 CASH
(50) STUDENT ORGANIZATIONS AND JOURNALS OF HARVARD LAW SCHOOL INC

B 1,195,970 CASH
(51) TRUSTEES FOR HARVARD UNIVERSITY

S 10,141,413 COST
(52) TRUSTEES FOR HARVARD UNIVERSITY

L 11,518,271 COST
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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