Civic Intelligence

Kevin T Szocik Scholarship Fund

EIN 04-3581341 • Lunenburg, MA

40 Turkey Hill RoadLunenburg, MA 01462-1455
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

60th percentile

1.6%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

176%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$119,691

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$119,691

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin74th percentile

Revenue

$9,822

No earlier filing loaded for comparison.

Expenses

$7,912

No earlier filing loaded for comparison.

Net Income

$1,910

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2011: $101,894Liabilities 2011: $0Net Assets 2011: $101,8942011Assets 2012: $118,723Liabilities 2012: $2,3992012Assets 2013: $119,331Liabilities 2013: $1Net Assets 2013: $119,3312013Assets 2014: $120,254Liabilities 2014: $0Net Assets 2014: $120,2542014Assets 2015: $127,710Liabilities 2015: $02015Assets 2016: $130,055Liabilities 2016: $0Net Assets 2016: $130,0552016Assets 2017: $132,680Liabilities 2017: $0Net Assets 2017: $132,6802017Assets 2018: $132,792Liabilities 2018: $0Net Assets 2018: $132,7922018Assets 2019: $131,430Liabilities 2019: $0Net Assets 2019: $131,4302019Assets 2020: $131,265Liabilities 2020: $1Net Assets 2020: $131,2652020Assets 2021: $132,929Liabilities 2021: $1Net Assets 2021: $132,9292021Assets 2022: $124,788Liabilities 2022: $1Net Assets 2022: $124,7882022Assets 2023: $122,173Liabilities 2023: $12023Assets 2025: $119,691Liabilities 2025: $0Net Assets 2025: $119,6912025

Highlighted filing

2025

Assets$119,691
Liabilities$0
Net Assets$119,691
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $6,3672011Revenue 2012: $20,901Expenses 2012: $5,918Net Income 2012: $14,9832012Revenue 2013: $10,423Expenses 2013: $6,615Net Income 2013: $3,8082013Revenue 2014: $6,664Expenses 2014: $6,183Net Income 2014: $4812014Revenue 2015: $13,512Expenses 2015: $5,992Net Income 2015: $7,5202015Revenue 2016: $8,162Expenses 2016: $5,817Net Income 2016: $2,3452016Revenue 2017: $8,653Expenses 2017: $6,028Net Income 2017: $2,6252017Revenue 2018: $6,570Expenses 2018: $6,458Net Income 2018: $1122018Revenue 2019: $4,578Expenses 2019: $5,940Net Income 2019: -$1,3622019Revenue 2020: $5,869Expenses 2020: $6,034Net Income 2020: -$1652020Revenue 2021: $7,822Expenses 2021: $6,158Net Income 2021: $1,6642021Revenue 2022: $1,230Expenses 2022: $7,185Net Income 2022: -$5,9552022Revenue 2023: $4,334Expenses 2023: $6,949Net Income 2023: -$2,6152023Revenue 2025: $9,822Expenses 2025: $7,912Net Income 2025: $1,9102025

Highlighted filing

2025

Revenue$9,822
Expenses$7,912
Net Income$1,910
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$119,691
Liabilities
$0
Net assets
$119,691
Revenue
$9,822
Expenses
$7,912
Net income
$1,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.10$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$0.04$0.07$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.01$0.07$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.08$0.06$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.06$0.06$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.05$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.14$0.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.19$0.02$0.21$0.06$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS SZOCIKPresident-$0--
SHEILA SZOCIKTreasurer-$0--
JEREMY KULLMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kevin T Szocik Scholarship Fund
EIN
04-3581341
Phone
9785827225
Address
40 TURKEY HILL ROAD, LUNENBURG, MA 01462-1455

Signing Officer

Name
Thomas Szocik
Title
President
Phone
6176587621
Signed
2024-10-16

Preparer

Firm
DAVID SONTAG CPA'S PC
Address
87 MERRIAM AVE, LEOMINSTER, MA 01453
Preparer
David Sontag CPA
Phone
9785378322
Raw XML Appendix258 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
AccountingFeesSchedule/AccountingFeesDetail/Amt075
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING/INFORMATION RETURNS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIRST FINANCIAL TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt013390
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt09189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-4201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0103593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIRST FINANCIAL TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt03846
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-4201
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02572
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt0880
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03097
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0463
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03846
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03846
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4392
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09189
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02572
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02572
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4201
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0880
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0752
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4392
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0117781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0122173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0117781
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06419
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06419
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06419
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06513
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt094
IRS990PF/DistributableAmountGrp/TotalTaxAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt094
IRS990PF/FMVAssetsEOYAmt0142003
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05270
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014188
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014188
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0122173
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0117781
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0116903
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0103593
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0127815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0122173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0117781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0142003
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0122173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0117781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0122173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0117781
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0132248
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0122519
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01984
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06513
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0130264
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0132248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS SZOCIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHEILA SZOCIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEREMY KULLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt040 TURKEY HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt140 TURKEY HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt240 TURKEY HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LUNENBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LUNENBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LUNENBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201462
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt07200
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07200
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHEILA SZOCIK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt040 TURKEY HILL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUNENBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001462
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09785827225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE AWARDING OF TWO SCHOLARSHIPS TO STUDENT ATHLETES OF LUNENBURG HIGH SCHOOL, LUNENBURG, MA AMOUNTING TO 6,000 PLUS ANY SURPLUS FUNDS TO THE ATHLETIC DEPARTMENT OF LUNENBURG HIGH SCHOOL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt07200
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION SHOULD INCLUDE GRADES, SAT SCORES, A LETTER OF ACCOMPLISHMENT, AND A LEADERSHIP OUTLINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHEILA SZOCIK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09785827225
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O LUNENBURG HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0MASS AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LUNENBURG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001462
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS AMOUNT TO 2,500 EACH, ONE TO A MALE, ONE TO A FEMALE SENIOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRACE SWEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GARRETT HAKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LUNENBURG ATHLETIC DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0STUDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1STUDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MASS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MASS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MASS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LUNENBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUNENBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LUNENBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201462
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01976
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05224
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06419
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04443
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05224
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TROPHIES AND AWARD
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0387
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0880
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0880
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/Amt28
TaxesSchedule/TaxesDetail/CategoryTxt0PF FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MASS FORM PC FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL WITHHOLDING
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SZOCIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06176587621
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEVIN T SZOCIK SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0KEVI
ReturnHeader/Filer/EIN0043581341
ReturnHeader/Filer/PhoneNum09785827225
ReturnHeader/Filer/USAddress/AddressLine1Txt040 TURKEY HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0LUNENBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0014621455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461609746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID SONTAG CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt087 MERRIAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785378322
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02024-10-26T08:19:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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