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CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD

EIN 04-3326928 BOSTON, MA

Revenue 2024
$686,888
Expenses 2024
$720,869

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
H00E
Classification
1000
Street
330 BROOKLINE AVENUE ES 2

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • HEALY PETER

    TTEE (EXOFF) & CO-CHAIR (PRES BIDMC)

    Total calculated
    $1,458,130
    From this org
    $0
    From related orgs
    $1,397,820
    Other
    $60,310
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,190,413 related
    Bonus
    $0 + $63,138 related
    Other
    $0 + $144,269 related
    Deferred
    $0 + $19,830 related
    Nontaxable benefits
    $0 + $40,480 related
    Filer's total
    $0 + $1,458,130 related

  • STEVENSON MD PHD MARY ANN

    TTEE; RAD ONC CHF BIDMC/CHAIR HMFP

    Total calculated
    $1,036,350
    From this org
    $0
    From related orgs
    $957,282
    Other
    $79,068
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $901,268 related
    Bonus
    $0
    Other
    $0 + $56,014 related
    Deferred
    $0 + $64,688 related
    Nontaxable benefits
    $0 + $14,380 related
    Filer's total
    $0 + $1,036,350 related

  • CHAIKOF MD PHD ELLIOT L

    TTEE; SURGERY CHF BIDMC/HMFP CHAIR

    Total calculated
    $1,361,480
    From this org
    $0
    From related orgs
    $1,221,392
    Other
    $140,088
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,163,655 related
    Bonus
    $0
    Other
    $0 + $57,737 related
    Deferred
    $0 + $84,720 related
    Nontaxable benefits
    $0 + $55,368 related
    Filer's total
    $0 + $1,361,480 related

  • SZABO MD PHD HON SCD GYONGYI

    TTEE; BIDMC/BILH CHIEF ACADEMIC OFF

    Total calculated
    $878,238
    From this org
    $0
    From related orgs
    $785,878
    Other
    $92,360
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $736,853 related
    Bonus
    $0
    Other
    $0 + $49,025 related
    Deferred
    $0 + $64,688 related
    Nontaxable benefits
    $0 + $27,672 related
    Filer's total
    $0 + $878,238 related

  • ZEIDEL MD MARK L

    TTEE; MEDICINE CHF BIDMC/CHAIR HMFP

    Total calculated
    $999,636
    From this org
    $0
    From related orgs
    $910,009
    Other
    $89,627
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $836,824 related
    Bonus
    $0
    Other
    $0 + $73,185 related
    Deferred
    $0 + $53,543 related
    Nontaxable benefits
    $0 + $36,084 related
    Filer's total
    $0 + $999,636 related

  • RUTKOVE MD SEWARD

    TTEE; NEURO CHIEF BIDMC/CHAIR HMFP

    Total calculated
    $712,030
    From this org
    $0
    From related orgs
    $653,594
    Other
    $58,436
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $632,282 related
    Bonus
    $0
    Other
    $0 + $21,312 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $23,936 related
    Filer's total
    $0 + $712,030 related

  • SCHWARTZSTEIN MD RICHARD M

    TTEE & EXEC DIR; VP ED, BIDMC; PHYS

    Total calculated
    $538,097
    From this org
    $26,000
    From related orgs
    $450,369
    Other
    $61,728
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $26,000 + $426,587 related
    Bonus
    $0
    Other
    $0 + $23,782 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $23,778 related
    Filer's total
    $26,000 + $512,097 related

  • ROBERTS MD DAVID

    TTEE(EXO)&CO-CHAIR (DEAN HARV MED)

    Total calculated
    $623,680
    From this org
    $18,500
    From related orgs
    $527,448
    Other
    $77,732
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $18,500 + $471,450 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $5,998 related
    Deferred
    $0 + $43,320 related
    Nontaxable benefits
    $0 + $34,412 related
    Filer's total
    $18,500 + $605,180 related

  • BRENNER-GATI MD LEONA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAGI MD TEO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DESIMONE THOMAS

    TTEE (EX-OFF); BIDMC BRD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDELHEIT PHD LEWIS S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FISH MD GUY L

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MACDOWELL VIRGINIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RABKIN MD MITCHELL T

    TTEE (EX-OFF), CO-FNDR & DIST SCHOLR

    Total calculated
    $0
    Hours/week
    1

  • WANG DIANA

    TREASURER & FINANCIAL ADMINISTRATOR

    Total calculated
    $153,416
    From this org
    $14,550
    From related orgs
    $97,637
    Other
    $41,229
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $14,550 + $95,189 related
    Bonus
    $0
    Other
    $0 + $2,448 related
    Deferred
    $0 + $6,666 related
    Nontaxable benefits
    $0 + $34,563 related
    Filer's total
    $14,550 + $138,866 related

  • ANASTASIO KELLY

    CLERK

    Total calculated
    $120,677
    From this org
    $2,000
    From related orgs
    $79,258
    Other
    $39,419
    Hours/week
    1 + 55 related

  • HUGHES CAROL A

    OPERATIONS DIRECTOR

    Total calculated
    $241,340
    From this org
    $61,300
    From related orgs
    $132,601
    Other
    $47,439
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $61,300 + $129,859 related
    Bonus
    $0
    Other
    $0 + $2,742 related
    Deferred
    $0 + $10,403 related
    Nontaxable benefits
    $0 + $37,036 related
    Filer's total
    $61,300 + $180,040 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $686,888
    Expenses
    $720,869
    Contributions
    $25,500
    Grants paid
    $402,735
  • 2023
    Revenue
    $589,161
    Expenses
    $668,811
    Contributions
    $500
    Grants paid
    $321,655
  • 2022
    Revenue
    $631,964
    Expenses
    $522,173
    Contributions
    $2,000
    Grants paid
    $172,814

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.