Civic Intelligence

The Peter Savitz Foundation

EIN 13-3748074 • Greenwich, CT

50 Perkins RoadGreenwich, CT 06830
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,908,131

Up $66,373 (+2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,908,131

Up $66,373 (+2.3%) from 2024

Revenue

Down

$95,300

Down $50,935 (-35%) from 2024

Expenses

Up

$43,163

Up $23,920 (+124%) from 2024

Net Income

Down

$52,137

Down $74,855 (-59%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,810,893Liabilities 2011: $02011Assets 2012: $4,888,668Liabilities 2012: $02012Assets 2013: $4,661,534Liabilities 2013: $02013Assets 2014: $4,407,831Liabilities 2014: $02014Assets 2015: $4,402,742Liabilities 2015: $02015Assets 2016: $4,261,978Liabilities 2016: $02016Assets 2020: $4,055,066Liabilities 2020: $02020Assets 2021: $3,699,160Liabilities 2021: $0Net Assets 2021: $3,699,1602021Assets 2022: $2,584,920Liabilities 2022: $0Net Assets 2022: $2,584,9202022Assets 2023: $2,711,976Liabilities 2023: $0Net Assets 2023: $2,711,9762023Assets 2024: $2,841,758Liabilities 2024: $0Net Assets 2024: $2,841,7582024Assets 2025: $2,908,131Liabilities 2025: $0Net Assets 2025: $2,908,1312025

Highlighted filing

2025

Assets$2,908,131
Liabilities$0
Net Assets$2,908,131

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: -$29,133Expenses 2011: $255,649Net Income 2011: -$284,7822011Revenue 2012: $352,496Expenses 2012: $274,720Net Income 2012: $77,7762012Revenue 2013: $93,688Expenses 2013: $320,820Net Income 2013: -$227,1322013Revenue 2014: $58,750Expenses 2014: $312,453Net Income 2014: -$253,7032014Revenue 2015: $243,880Expenses 2015: $248,969Net Income 2015: -$5,0892015Revenue 2016: $110,296Expenses 2016: $244,917Net Income 2016: -$134,6212016Revenue 2020: $51,338Expenses 2020: $174,280Net Income 2020: -$122,9422020Revenue 2021: -$200,516Expenses 2021: $152,358Net Income 2021: -$352,8742021Revenue 2022: $4,569Expenses 2022: $1,097,282Net Income 2022: -$1,092,7132022Revenue 2023: $211,333Expenses 2023: $86,430Net Income 2023: $124,9032023Revenue 2024: $146,235Expenses 2024: $19,243Net Income 2024: $126,9922024Revenue 2025: $95,300Expenses 2025: $43,163Net Income 2025: $52,1372025

Highlighted filing

2025

Revenue$95,300
Expenses$43,163
Net Income$52,137

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jun 18, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER SAVITZTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
The Peter Savitz Foundation
EIN
13-3748074
Phone
2039120676
Address
50 PERKINS ROAD, GREENWICH, CT 06830

Signing Officer

Name
Peter Savitz
Title
Trustee
Phone
2039120676
Signed
2025-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Smolin Calbo Davidson & Assoc LLC
Address
1000 BRIDGEPORT AVENUE SUITE 505, SHELTON, CT 06484
Preparer
Leonard Calbo
Phone
2033990600
Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MSKCC CYCLE FOR SURVIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MANHATTAN THEATRE CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MOUNT TOM B-17 MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST VINCENT'S SWIM ACROSS THE SOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEMPLE SHOLOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TEMPLE SHOLOM-KOL NIDRE APPEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE TRUSTEES OF SMITH COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0633 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1311 WEST 43RD STREET 8TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MEMORIAL PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32800 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 E PUTNAM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5300 E PUTNAM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 CHAPIN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOLYOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTHHAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601063
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036874
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036874
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt088193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0964087
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt088193
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0875894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0875894
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0875894
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0964087
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt085197
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1268836
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WEXFORD PARTNERS 10, L.P.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1GREYWOLF CLO CREDIT FND O/S II
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt061127
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1234135
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt061127
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1107138
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0251
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WEXFORD PARTNERS 10 LP (K-1) - PASSIVE LOSS DISALLOWED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0THRU WEXFORD PARTNERS 10, LP (K-1):
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0189
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL REAL ESTATE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt19487
OtherIncreasesSchedule/OtherIncreasesDetail/Desc05/31/25 PERIOD CHECK CLEARED IN 5/31/26 PERIOD
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR YEAR ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02100
TaxesSchedule/TaxesDetail/CategoryTxt05/31/25 FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SAVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02039120676
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETER SAVITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0133748074
ReturnHeader/Filer/PhoneNum02039120676
ReturnHeader/Filer/USAddress/AddressLine1Txt050 PERKINS ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465683178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMOLIN CALBO DAVIDSON & ASSOC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 BRIDGEPORT AVENUE SUITE 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02033990600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD CALBO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-19T15:36:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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