Nonprofit · EIN 04-3066727
HARVARD SCHOOLS TRUST INC
Tax-exempt · HARVARD, MA 01451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $44,578 | $61,449 | -$16,871 | $141,406 | $0 | $141,406 |
| September 30, 2024 | 990-EZ | $20,654 | $46,527 | -$25,873 | $141,892 | $0 | $141,892 |
| September 30, 2023 | 990-EZ | $43,430 | $49,985 | -$6,555 | $142,117 | $1,500 | $140,617 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,524
- Membership dues
- $21,683
- Investment income
- $2,140
- Net income from fundraising events
- $13,231
Expenses
- Grants and similar amounts paid
- $56,723
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $532
- Other expenses
- $4,194
- Program services (functional)
- $56,723
Balance sheet and other
- Total assets, start of year
- $141,892
- Total assets, end of year
- $141,406
- Total liabilities, end of year
- $0
- Net assets, end of year
- $141,406
- Cash, savings and investments
- $141,406
- Gross receipts
- $45,671
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SYMULA | VICE PRESIDENT | 0 | $0 |
| LINDSAY BURKE | PRESIDENT | 0 | $0 |
| JEN SLAVIN | CLERK | 0 | $0 |
| J BART MORRISON | DIRECTOR | 0 | $0 |
| DENNIS COYNE | DIRECTOR | 0 | $0 |
| ALBERT BARBIERI | DIRECTOR | 0 | $0 |
| PAMELA GORDON | DIRECTOR | 0 | $0 |
| HEIDI SEIGRIST | DIRECTOR | 0 | $0 |
| TYLER WITTSTRUCK | TREASURER | 0 | $0 |
| ALEX KOSCIAK | DIRECTOR | 0 | $0 |
| PAM ERDOS | DIRECTOR | 0 | $0 |
990-EZ for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SYMULA | PRESIDENT | 0 | $0 |
| ROLF VANDEVAART | TREASURER | 0 | $0 |
| LINDSAY BURKE | VICE PRESIDENT | 0 | $0 |
| JEN SLAVIN | CLERK | 0 | $0 |
| J BART MORRISON | DIRECTOR | 0 | $0 |
| SUSAN ROBBINS | DIRECTOR | 0 | $0 |
| TIM CLARK | DIRECTOR | 0 | $0 |
| DENNIS COYNE | DIRECTOR | 0 | $0 |
| ALBERT BARBIERI | DIRECTOR | 0 | $0 |
| PAMELA GORDON | DIRECTOR | 0 | $0 |
| HEIDI SEIGRIST | DIRECTOR | 0 | $0 |
| PAM ERDOS | DIRECTOR | 0 | $0 |
990-EZ for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SYMULA | PRESIDENT | 0 | $0 |
| ROLF VANDEVAART | TREASURER | 0 | $0 |
| LINDSAY BURKE | VICE PRESIDENT | 0 | $0 |
| JEN SLAVIN | CLERK | 0 | $0 |
| J BART MORRISON | DIRECTOR | 0 | $0 |
| SUSAN ROBBINS | DIRECTOR | 0 | $0 |
| TIM CLARK | DIRECTOR | 0 | $0 |
| DENNIS COYNE | DIRECTOR | 0 | $0 |
| ALBERT BARBIERI | DIRECTOR | 0 | $0 |
| PAMELA GORDON | DIRECTOR | 0 | $0 |
| HEIDI SEIGRIST | DIRECTOR | 0 | $0 |
| PAM ERDOS | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 450, HARVARD, MA 01451-0450
- Signed the 990-EZ
- PAM GORDON, PRESIDENT
- Phone
- (978) 456-3317
- Website
- WWW.HARVARDSCHOOLSTRUST.ORG
- Return prepared by
- HOWELL & MINCHELLO LLP
Mission
ENHANCEMENT OF EDUCATION IN HARVARD MASSACHUSETTS PUBLIC SCHOOLS
Program accomplishments
- ENHANCEMENT OF EDUCATIONAL PROGRAMS IN THE PUBLIC SCHOOLS OF THE TOWN OF HARVARD MASSACHUSETTS.Expenses $56,723
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 04-3066727
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- September
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70I)
- Assets (IRS master file)
- $141,406
- Income (IRS master file)
- $45,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $44,578 | $61,449 | $141,406 | XML |
| 990-EZ | September 2024 | $20,654 | $46,527 | $141,892 | XML |
| 990-EZ | September 2023 | $43,430 | $49,985 | $142,117 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
| 990-EZ | September 2020 | – | – | – | IRS |
| 990-EZ | September 2019 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3066727).
Questions about HARVARD SCHOOLS TRUST INC
- What is the EIN of HARVARD SCHOOLS TRUST INC?
- The employer identification number (EIN) of HARVARD SCHOOLS TRUST INC is 04-3066727.
- Is HARVARD SCHOOLS TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HARVARD SCHOOLS TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HARVARD SCHOOLS TRUST INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of HARVARD SCHOOLS TRUST INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARVARD SCHOOLS TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of HARVARD SCHOOLS TRUST INC?
- The 990-EZ for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HARVARD SCHOOLS TRUST INC have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $44,578, expenses of $61,449 and total assets of $141,406 at year end.
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- HAWTHORN FOUNDATION INC EIN 84-3042040 · last filed 990 for 2024
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- VIRGINIA THURSTON HEALING GARDEN INC EIN 04-3522717 · last filed 990 for 2025
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All nonprofits in HARVARD · Massachusetts · Philanthropy, voluntarism and grantmaking foundations