2024-11-15T16:58:57-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2023-01-01 222780253 THE HARVARD CRIMSON TRUST II C/O PHILIP CRONIN PEABODY & ARNOLD LLP HARV 6179512000 FED RESERVE PLAZA 600 ATLANTIC AVE BOSTON MA 02110 PHILIP CRONIN TRUSTEE 6179512000 2024-11-15 1 0 DOUGLAS FARRINGTON P00370668 6178075000 2024-11-15 2023 2024-10-15 13:58:12Z PHILIP CRONIN 600 ATLANTIC AVE BOSTON MA 02110 398942 0 X N/A X 1986 MA TO PROVIDE THE USE OF A BUILDING AND LAND FOR THE BENEFIT OF THE HARVARD CRIMSON, INC. (A 501(C)(3) ORGANIZATION). 4 4 0 4 0 0 0 0 0 0 377733 290942 108000 108000 485733 398942 58075 0 0 0 0 0 0 0 0 71721 69139 129796 69139 355937 329803 7922692 9001236 69597 69597 7853095 8931639 TO PROVIDE THE USE OF A BUILDING AND LAND FOR THE BENEFIT OF THE HARVARD CRIMSON, INC. (A 501(C)(3) ORGANIZATION) 0 0 0 0 PROVIDE THE USE OF A BUILDING AND LAND FOR THE BENEFIT OF THE HARVARD CRIMSON, INC. (A SEC 501(C)(3) ORGANIZATION), RENT FREE (ESTIMATED RENTAL VALUE OF $300,000 FOR 2023) AND MAINTAIN BUILDING IN GOOD CONDITION AND SUPPORT OTHER OBLIGATIONS. 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 MA X JONATHAN WEINTRAUB 2534783212 1022 WEST VALLEY HWY KENT WA 98032 X GEORGE ABRAMS TRUSTEE 2.00 X 0 0 0 SUSANNAH BARTON TOBIN TRUSTEE 1.00 X 0 0 0 PHILIP CRONIN TRUSTEE 1.00 X 0 0 0 JONATHAN WEINTRAUB TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 290942 290942 108000 0 108000 108000 108000 398942 0 0 398942 5150 5150 60194 60194 OCCUPANCY COSTS 3795 3795 69139 0 69139 0 1 410222 451386 325000 325000 2647902 1880108 827988 767794 14052 15962 6345430 7441093 7922692 9001236 10146 10146 59451 59451 69597 69597 X 7843095 8921639 10000 10000 7853095 8931639 7922692 9001236 329803 842803 -94062 0 X 0 0 0 X X 1 THE HARVARD CRIMSON INC 042426396 10 1 0 300000 1 0 300000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 427658 398942 427658 398942 60194 60194 11527 5150 0 3795 355937 329803 6835730 6908269 410560 430804 0 0 7246290 7339073 0 0 0 7246290 7339073 108694 110086 7137596 7228987 249816 253015 0 0 249816 253015 355937 302546 249816 302546 0 302546 0 0 0 0 0 300000 300000 300000 302546 99.160000000000 302546 0 0 0 0 285439 358075 643514 0 302546 0 340968 300000 0 300000 0 0 640968 0 0 0 340968 300000 PART V- LINE 6 OTHER DISTRIBUTIONS HARVARD CRIMSON TRUST II GIVES FREE RENT OF $300,000 TO THE HARVARD CRIMSON INC., THE SUPPORTED ORGANIZATION OF THE HARVARD CRIMSON TRUST II 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 0.00000 1.00000 0.00000 0 0 318900 318900 2329002 1880108 448894 767794 FIDELITY ADVISOR GROWTH & INCOME 1248945 F FIDELITY ADVISOR DIVERSIFIED INTERNATIONAL 541481 F FIDELITY ADVISOR BALANCED 906981 F FIDELITY ADVISOR EQUITY INCOME 1492309 F FIDELITY ADVISOR DIVIDEND GROWTH 1023100 F FIDELITY ADVISOR NEW INSIGHTS 1313333 F VANGUARD MUTUAL FUNDS 175650 F EXCHANGE TRADED FUNDS 519584 F FIDELITY FLOATING HIGH RATE 112741 F FIDELITY STRATEGIC INCOME FUND 106969 F 7441093 DUE TO RELATED PARTY 59451 59451 X PART X, LINE 2: THE TRUST IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. IN ADDITION, THE TRUST QUALIFIES FOR THE CHARITABLE DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3). FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, MANAGEMENT OF THE TRUST BELIEVES IT HAS ADEQUATE SUPPORT FOR ALL MATERIAL TAX POSITIONS AND THAT IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION. THE TRUST DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. THE TRUST RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF ACTIVITIES. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE CODE AND APPLICABLE STATE STATUTES. 1 FORM 990, PART VI, SECTION A, LINE 8A NO MEETINGS HELD BY THE GOVERNING BODY IN 2023. FORM 990, PART VI, SECTION A, LINE 8B NO MEETINGS HELD BY COMMITTEES OF THE GOVERNING BODY IN 2023. FORM 990, PART VI, SECTION B, LINE 11B ALL TRUSTEES RECEIVE A COPY OF THE TAX RETURN FOR REVIEW AFTER IT IS PREPARED AND PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15: NO COMPENSATION PAID IN 2023. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS REQUIRED BY LAW ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC GEORGE ABRAMS - FED RESERVE PLAZA, 600 ATLANTIC AVE, BOSTON, MA 02110. SUSANNAH BARTON TOBIN - FED RESERVE PLAZA, 600 ATLANTIC AVE, BOSTON, MA 02110. THE HARVARD CRIMSON INC 14 PLYMPTON STREET CAMBRIDGE MA 02138 042426396 STUDENT NEWSPAPER (COLLEGE) MA 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0