Civic Intelligence

Saval Charitable Trust

EIN 22-6511492 • 501(c)3 • Needham, MA

Profile

To provide support to maimonides school of brookline, ma

19 Brook RoadNeedham, MA 02494

none

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-283%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

1.4%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-4.4%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$9,676,504

Up $133,475 (+1.4%) from 2023

Liabilities

Flat

$1,500

Flat from 2023

Net Assets

Up

$9,675,004

Up $133,475 (+1.4%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin1st percentile

Revenue

Down

$301,286

Down $13,884 (-4.4%) from 2023

Expenses

Up

$1,153,382

Up $141,623 (+14%) from 2023

Net Income

Down

-$852,096

Down $155,507 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$15M$10M$5.0M$0Assets 2012: $6,343,121Liabilities 2012: $4,000Net Assets 2012: $6,339,1212012Assets 2013: $6,747,648Liabilities 2013: $4,000Net Assets 2013: $6,743,6482013Assets 2014: $7,489,920Liabilities 2014: $4,000Net Assets 2014: $7,485,9202014Assets 2015: $8,046,740Liabilities 2015: $4,000Net Assets 2015: $8,042,7402015Assets 2016: $7,443,876Liabilities 2016: $3,900Net Assets 2016: $7,439,9762016Assets 2017: $8,260,446Liabilities 2017: $3,900Net Assets 2017: $8,256,5462017Assets 2018: $8,764,626Liabilities 2018: $3,900Net Assets 2018: $8,760,7262018Assets 2019: $9,053,795Liabilities 2019: $3,900Net Assets 2019: $9,049,8952019Assets 2020: $8,934,318Liabilities 2020: $3,900Net Assets 2020: $8,930,4182020Assets 2021: $10,777,617Liabilities 2021: $3,900Net Assets 2021: $10,773,7172021Assets 2022: $9,520,104Liabilities 2022: $1,500Net Assets 2022: $9,518,6042022Assets 2023: $9,543,029Liabilities 2023: $1,500Net Assets 2023: $9,541,5292023Assets 2024: $9,676,504Liabilities 2024: $1,500Net Assets 2024: $9,675,0042024

Highlighted filing

2024

Assets$9,676,504
Liabilities$1,500
Net Assets$9,675,004
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $25,5442012Expenses 2013: $35,0032013Revenue 2014: $780,266Expenses 2014: $37,994Net Income 2014: $742,2722014Revenue 2015: $596,249Expenses 2015: $39,429Net Income 2015: $556,8202015Revenue 2016: $239,500Expenses 2016: $842,264Net Income 2016: -$602,7642016Revenue 2017: $855,451Expenses 2017: $42,918Net Income 2017: $812,5332017Revenue 2018: $554,302Expenses 2018: $50,122Net Income 2018: $504,1802018Revenue 2019: $351,656Expenses 2019: $62,487Net Income 2019: $289,1692019Revenue 2020: $194,777Expenses 2020: $14,176Net Income 2020: $180,6012020Revenue 2021: $1,133,106Expenses 2021: $460,876Net Income 2021: $672,2302021Revenue 2022: $460,603Expenses 2022: $643,791Net Income 2022: -$183,1882022Revenue 2023: $315,170Expenses 2023: $1,011,759Net Income 2023: -$696,5892023Revenue 2024: $301,286Expenses 2024: $1,153,382Net Income 2024: -$852,0962024

Highlighted filing

2024

Revenue$301,286
Expenses$1,153,382
Net Income-$852,096
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,676,504
Liabilities
$1,500
Net assets
$9,675,004
Revenue
$301,286
Expenses
$1,153,382
Net income
-$852,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.30$1.15$0.85
2023Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$0.32$1.01$0.70
2022Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.46$0.64$0.18
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.13$0.46$0.67
2020Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.19$0.01$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.35$0.06$0.29
2018Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.55$0.05$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.00$8.26$0.86$0.04$0.81
2016Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.24$0.84$0.60
2015Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.04$0.60$0.04$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.78$0.04$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$0.00$6.74$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$0.00$6.34$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 4, 2024
Return Version
2023v5.1
Gross Receipts
$301,286
Mission and Program Overview

Mission

To provide support to maimonides school of brookline, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,514,207$9,650,973▲ $136,766
Investments Other Securities$14,368$12,792▼ $1,576
Cash and Non-Interest-Bearing Accounts$14,454$12,739▼ $1,715
Total Assets$9,543,029$9,676,504▲ $133,475
Liabilities
Accounts Payable and Accrued Expenses$1,500$1,500→ $0
Total Liabilities$1,500$1,500→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,572,245$5,705,720▲ $133,475
Net Assets With Donor Restrictions$3,969,284$3,969,284→ $0
Total Net Assets Fund Balance$9,541,529$9,675,004▲ $133,475
Total Liabilities and Net Assets / Fund Balance$9,543,029$9,676,504▲ $133,475
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Harvey GertelTrustee
Peter B FinnTrustee
Richard SavalTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,886
Other Revenue
$227,400
Change in Net Assets
$-852,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,075,710
Other Expenses$77,672
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,075,710--$1,075,710
Fees for Service Investment Mgmnt Fees-$75,956-$75,956
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$54-$54
Total Functional Expenses$1,075,710$77,672$0$1,153,382
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maimonides SchoolBrookline, MA-To Facilitate Maimonides School Operating Expenses$1,075,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990 no review was or will be conducted”

Form 990, Part VI, Section C, Line 18

“A draft of the form 990 is provided to the organization's senior staff responsible for finance and operations, with input from the appropriate board members upon request. Once any revisions have been made, the final draft is provided to all board members at the board meeting prior to filing. Documents may be inspected upon request at the organization's office.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation documents may be inspected upon request at the organization's office.”

Form 990, Part VI, Additional Info

“A draft of the form 990 is provided to the organization's senior staff responsible for finance and operations, with input from the appropriate board members upon request. Once any revisions have been made, the final draft is provided to all board members at the board meeting prior to filing. Documents may be inspected upon request at the organization's office.”

Form 990, Part VI, Line 11B

“Organization's process to review form 990 no review was or will be conducted”

Form 990, Part VI, Line 19

“Governing documents disclosure explanation documents may be inspected upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Saval Charitable Trust
EIN
22-6511492
Phone
7814443399
Address
19 BROOK ROAD, NEEDHAM, MA 02494

Signing Officer

Name
Harvey Gertel
Title
Trustee
Phone
7814443399
Signed
2024-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harvey Gertel
Formed
1987
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Savy & Savy Pc
Address
33 BROAD STREET, BOSTON, MA 02109
Preparer
Peter N Savy CPA
Phone
9786861209
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other adjustments -1,574.”

Raw XML Appendix396 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd00
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IRS990/BooksInCareOfDetail/PhoneNum07814443399
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019 BROOK ROAD STE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEEDHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1PETER B FINN
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD SAVAL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt01075710
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01075710
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01075710
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0301286
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt073886
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073886
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt014368
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012792
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09514207
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09650973
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROVIDE SUPPORT TO MAIMONIDES SCHOOL OF BROOKLINE, MA
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09541529
IRS990/NetAssetsOrFundBalancesEOYAmt09675004
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0987145
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05572245
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05705720
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1574
IRS990/OtherExpensesGrp/Desc0STATE TAXES & FILING FE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0162
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IRS990/OtherRevenueMiscGrp/Desc0REALIZED GAINS
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt09676504
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt09543030
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt012739
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt014455
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt09663765
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt09528575
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0145148
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0143145
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt09531356
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt09399885
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0333597
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0328996
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt09676504
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt09543030
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0333597
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0328996
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103810
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01075710
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MAIMONIDES SCHOOL OF BROOKLINE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01075710
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt01075710
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FACILITATE MAIMONIDES SCHOOL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAIMONIDES SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0042103810
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt034 PHILBRICK RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROOKLINE
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S SENIOR STAFF RESPONSIBLE FOR FINANCE AND OPERATIONS, WITH INPUT FROM THE APPROPRIATE BOARD MEMBERS UPON REQUEST. ONCE ANY REVISIONS HAVE BEEN MADE, THE FINAL DRAFT IS PROVIDED TO ALL BOARD MEMBERS AT THE BOARD MEETING PRIOR TO FILING. DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S SENIOR STAFF RESPONSIBLE FOR FINANCE AND OPERATIONS, WITH INPUT FROM THE APPROPRIATE BOARD MEMBERS UPON REQUEST. ONCE ANY REVISIONS HAVE BEEN MADE, THE FINAL DRAFT IS PROVIDED TO ALL BOARD MEMBERS AT THE BOARD MEETING PRIOR TO FILING. DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S PROCESS TO REVIEW FORM 990 NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER ADJUSTMENTS -1,574.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, ADDITIONAL INFO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09543029
IRS990/TotalAssetsEOYAmt09676504
IRS990/TotalAssetsGrp/BOYAmt09543029
IRS990/TotalAssetsGrp/EOYAmt09676504
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01075710
IRS990/TotalFunctionalExpensesGrp/TotalAmt01153382
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01500
IRS990/TotalLiabilitiesEOYAmt01500
IRS990/TotalLiabilitiesGrp/BOYAmt01500
IRS990/TotalLiabilitiesGrp/EOYAmt01500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09541529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09675004
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01075710
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0301286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301286
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09543029
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09676504
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019 BROOK ROAD STE 201
IRS990/USAddress/CityNm0NEEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002494
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY GERTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814443399
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAVAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAVA
ReturnHeader/Filer/EIN0226511492
ReturnHeader/Filer/PhoneNum07814443399
ReturnHeader/Filer/USAddress/AddressLine1Txt019 BROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043091380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVY & SAVY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 BROAD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum09786861209
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER N SAVY CPA
ReturnHeader/ReturnTs02024-12-11T08:17:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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