Civic Intelligence

Saval Charitable Trust

990 • Fiscal year 2020 • EIN 22-6511492

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 29, 2020

Organization ProfileNONE
19 Brook RoadNeedham, MA 02494

(781) 444-3399

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-45%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$8,934,318

Down $119,477 (-1.3%) from 2019

Net Assets

Down

$8,930,418

Down $119,477 (-1.3%) from 2019

Liabilities

Flat

$3,900

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Down

$194,777

Down $156,879 (-45%) from 2019

Expenses

Down

$14,176

Down $48,311 (-77%) from 2019

Net Income

Down

$180,601

Down $108,568 (-38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2020

Assets$8,934,318
Liabilities$3,900
Net Assets$8,930,418
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

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

2020

Revenue$194,777
Expenses$14,176
Net Income$180,601
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 29, 2020
Return Version
2019v5.0
Gross Receipts
$194,777
Mission and Program Overview

Mission

To provide support to maimonides school of brookline, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,936,624$8,740,177▼ $196,447
Investments Other Securities$116,320$182,466▲ $66,146
Cash and Non-Interest-Bearing Accounts$851$11,675▲ $10,824
Total Assets$9,053,795$8,934,318▼ $119,477
Liabilities
Accounts Payable and Accrued Expenses$3,900$3,900→ $0
Total Liabilities$3,900$3,900→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,080,612$4,961,135▼ $119,477
Net Assets With Donor Restrictions$3,969,283$3,969,283→ $0
Total Net Assets Fund Balance$9,049,895$8,930,418▼ $119,477
Total Liabilities and Net Assets / Fund Balance$9,053,795$8,934,318▼ $119,477
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
$66,144
Other Revenue
$128,633
Change in Net Assets
$180,601

Audited Revenue Reconciliation

Revenue per Audited Statements
$194,777
Total Revenue per Audited Statements
$194,777
Total Revenue per Form 990
$194,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Other Expenses$4,176
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Accounting-$3,900-$3,900
Other Expenses-$132-$132
Total Functional Expenses$10,000$4,176$0$14,176

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,176
Total Expenses per Audited Statements$14,176
Total Expenses per Form 990$14,176
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maimonides SchoolBrookline, MA-To Facilitate Maimon$10,000
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
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

“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 form 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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, 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, NEEDHAM, MA 02494

Signing Officer

Name
Harvey Gertel
Title
Trustee
Phone
7814443399
Signed
2020-09-29
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

Preparer

Firm
Roy S Schreiber & Co Cpas
Address
9 WASHINGTON PLACE, SHARON, MA 02067-1933
Preparer
Roy S Schreiber CPA
Phone
7817842929
Raw XML Appendix374 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03900
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03900
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO MAIMONIDES SCHOOL OF BROOKLINE, MA
IRS990/BooksInCareOfDetail/PersonNm0HARVEY GERTEL
IRS990/BooksInCareOfDetail/PhoneNum07814443399
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019 BROOK ROAD STE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEEDHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002494
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0851
IRS990/CashNonInterestBearingGrp/EOYAmt011675
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt066144
IRS990/CYOtherExpensesAmt04176
IRS990/CYOtherRevenueAmt0128633
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0180601
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014176
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0194777
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ORGANIZATION HELPS FUND MAIMONIDES SCHOOL TO FACILITATE ITS OPERATING EXPENSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03969283
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03969283
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt010000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03900
IRS990/FeesForServicesAccountingGrp/TotalAmt03900
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0HARVEY GERTEL
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
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt010000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0194777
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt0-59918
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt066144
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066144
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0116320
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0182466
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08936624
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08740177
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPORT TO MAIMONIDES SCHOOL OF BROOKLINE, MA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09049895
IRS990/NetAssetsOrFundBalancesEOYAmt08930418
IRS990/NetUnrlzdGainsLossesInvstAmt0-240160
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05080612
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04961135
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0STATE TAXES & FILING FEES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0144
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1132
IRS990/OtherExpensesGrp/TotalAmt0144
IRS990/OtherExpensesGrp/TotalAmt1132
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/Desc1REALIZED GAINS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt066146
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt162487
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt066146
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt162487
IRS990/OtherRevenueTotalAmt0128633
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HARVEY GERTEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt062450
IRS990/PYOtherExpensesAmt062487
IRS990/PYOtherRevenueAmt0289206
IRS990/PYRevenuesLessExpensesAmt0289169
IRS990/PYTotalExpensesAmt062487
IRS990/PYTotalRevenueAmt0351656
IRS990/ReconcilationRevenueExpnssAmt0180601
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt066144
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt062450
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt064094
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt062487
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt066144
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt062450
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt02050
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0103
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0103
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0103
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0103
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0103
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt0251
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt010000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt010000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt08609
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt08963
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt018609
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt010000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt08609
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt08963
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt0251
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt010000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0103
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt010000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt010000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06263
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02992
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt06263
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02992
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt094
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt045
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06169
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02947
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0216
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0103
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06263
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02992
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0216
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0103
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103810
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MAIMONIDES SCHOOL OF BROOKLINE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MAIMONIDES SCHOOL OF BROOKLINE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt010000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt014176
IRS990ScheduleD/RevenueSubtotalAmt0194777
IRS990ScheduleD/TotalExpensesPerForm990Amt014176
IRS990ScheduleD/TotalRevenuePerForm990Amt0194777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0194777
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014176
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FACILITATE MAIMON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAIMONIDES SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt034 PHILBRICK RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROOKLINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002445
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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 FORM 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/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09053795
IRS990/TotalAssetsEOYAmt08934318
IRS990/TotalAssetsGrp/BOYAmt09053795
IRS990/TotalAssetsGrp/EOYAmt08934318
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04176
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010000
IRS990/TotalFunctionalExpensesGrp/TotalAmt014176
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03900
IRS990/TotalLiabilitiesEOYAmt03900
IRS990/TotalLiabilitiesGrp/BOYAmt03900
IRS990/TotalLiabilitiesGrp/EOYAmt03900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09049895
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08930418
IRS990/TotalProgramServiceExpensesAmt010000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0194777
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194777
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09053795
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08934318
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt019 BROOK ROAD STE 201
IRS990/USAddress/CityNm0NEEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002494
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY GERTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814443399
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-29
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002494
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014BBC8B6A389F8B155E64FA4A17B514136C40DC7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0860A44CDD0DB04CA6D5BFFF19EB9199BB101B80F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.63.195.31
ReturnHeader/FilingSecurityInformation/IPDt02020-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:40:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222351602
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/PreparationDt02020-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY S SCHREIBER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-05T11:40:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,934,318
Liabilities
$3,900
Net assets
$8,930,418
Revenue
$194,777
Expenses
$14,176
Net income
$180,601
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