Civic Intelligence

Saval Charitable Trust

990 • Fiscal year 2016 • EIN 22-6511492

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 10, 2016

Organization ProfileNONE
19 Brook Road No 201Needham, MA 02494

(781) 444-3399

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$7,443,876

Down $602,864 (-7.5%) from 2015

Net Assets

Down

$7,439,976

Down $602,764 (-7.5%) from 2015

Liabilities

Down

$3,900

Down $100 (-2.5%) from 2015

Revenue And Expenses

Revenue

Down

$239,500

Down $356,749 (-60%) from 2015

Expenses

Up

$842,264

Up $802,835 (+2036%) from 2015

Net Income

Down

-$602,764

Down $1,159,584 (-208%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$7,443,876
Liabilities$3,900
Net Assets$7,439,976
Open 2016 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$239,500
Expenses$842,264
Net Income-$602,764
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 10, 2016
Return Version
2015v2.1
Gross Receipts
$239,500
Mission and Program Overview

Mission

To provide support to maimonides school of brookline, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,035,437$7,432,941▼ $602,496
Cash and Non-Interest-Bearing Accounts$11,303$10,935▼ $368
Total Assets$8,046,740$7,443,876▼ $602,864
Liabilities
Other Liabilities$4,000$3,900▼ $100
Total Liabilities$4,000$3,900▼ $100
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,969,283$3,969,283→ $0
Unrestricted Net Assets$4,073,457$3,470,693▼ $602,764
Total Net Assets Fund Balance$8,042,740$7,439,976▼ $602,764
Total Liabilities and Net Assets / Fund Balance$8,046,740$7,443,876▼ $602,864

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,665--
Compensation and Service Providers

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
$24,272
Other Revenue
$215,228
Change in Net Assets
$-602,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$802,405
Other Expenses$39,859
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$802,405--$802,405
Fees for Services Accounting-$3,900-$3,900
Other Expenses-$108-$108
Total Functional Expenses$802,405$39,859$0$842,264
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maimonides SchoolBrookline, MA-TO FACILITATE MAIMONIDES DAY SCHOOL'S OPERATING EXPENSES$802,405
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Audit Fees$3,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 11

“A draft of the form 990 is provided to the organization by the paid preparer. The draft is reviewed by 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.”

Form 990, Part VI, Section C, Line 19

“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 NO 201, NEEDHAM, MA 02494

Signing Officer

Name
Harvey Gertel
Title
Trustee
Phone
7814443399
Signed
2016-08-10
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
Roy S Schreiber & Co Cpas
Address
9 WASHINGTON PLACE, SHARON, MA 02067-1933
Preparer
Roy S Schreiber CPA
Phone
7817842929
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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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0JCEP, LLP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ARIEL FUND LIMITED
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ASCOT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt07432941
IRS990ScheduleD/TotalLiabilityAmt03900
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0802405
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FACILITATE MAIMONIDES DAY SCHOOL'S OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAIMONIDES SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0042103810
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt034 PHILBRICK RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROOKLINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002445
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION BY THE PAID PREPARER. THE DRAFT IS REVIEWED BY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08046740
IRS990/TotalAssetsEOYAmt07443876
IRS990/TotalAssetsGrp/BOYAmt08046740
IRS990/TotalAssetsGrp/EOYAmt07443876
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039859
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0802405
IRS990/TotalFunctionalExpensesGrp/TotalAmt0842264
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04000
IRS990/TotalLiabilitiesEOYAmt03900
IRS990/TotalLiabilitiesGrp/BOYAmt04000
IRS990/TotalLiabilitiesGrp/EOYAmt03900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08042740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07439976
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0802405
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239500
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08046740
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07443876
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04073457
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03470693
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0NEEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002494
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY GERTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814443399
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAVAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAVA
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ReturnHeader/Filer/PhoneNum07814443399
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ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROY S SCHREIBER & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 WASHINGTON PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHARON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020671933
ReturnHeader/PreparerPersonGrp/PhoneNum07817842929
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY S SCHREIBER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-19T16:32:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,443,876
Liabilities
$3,900
Net assets
$7,439,976
Revenue
$239,500
Expenses
$842,264
Net income
-$602,764
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