The Stephen & Joyce Schultz

990PF • Fiscal year 2013 • EIN 04-6772546

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization Profile

212 Lowder StreetDedham, MA 02026

(781) 883-7334

Siviq Scores

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

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

13%

Higher net margin than 69% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

130%

Faster asset growth than 95% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

930%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets57th percentile

Assets

$23,144

Up $13,094 (+130%) from 2012

Net Assets

$23,144

Up $13,094 (+130%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin69th percentile

Revenue

$100,989

No earlier filing loaded for comparison.

Expenses

$87,895

Up $86,910 (+8823%) from 2012

Net Income

$13,094

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

Highlighted filing

2013

Assets$23,144

Liabilities$0

Net Assets$23,144

Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$100,989

Expenses$87,895

Net Income$13,094

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 7, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
STEPHEN SCHULTZ	Trustee	-	$0	-	-
JOYCE SCHULTZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 04-6772546
Phone: 7818837334

Signing Officer

Name: Stephen Schultz
Title: Trustee
Phone: 7818837334
Signed: 2014-05-07

Preparer

Preparer: Michael Morrissey
Phone: 7819612900

Raw XML Appendix247 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/Amt	0	950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	INDIRECT ACCOUNTING FEES
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	STEPHEN SCHULTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	JOYCE SCHULTZ
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	4
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	4
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	86910
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	86910
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	100985
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	13094
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	35
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	86910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	87895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	100989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	985
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	13094
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	23144
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	10050
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	23144
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	867
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	867
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	867
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	28
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	28
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	28
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	28
IRS990PF/FMVAssetsEOYAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	10050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	10050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	10050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	10050
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	23144
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	10050
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	23144
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	17597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	17597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	264
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	867
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	17333
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	17597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	STEPHEN SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOYCE SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	212 LOWDER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	212 LOWDER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	DEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	DEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	02026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	02026
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	18419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	18419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	4812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	4942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	121445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	124320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	1.062672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.405699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.302856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	2.413406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	1.128725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	17333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	9899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	11861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	16318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	50321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	110142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	86910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	4.250686
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	86910
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	86910
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	86910
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	STEPHEN SCHULTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	212 LOWDER STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	DEDHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	02026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7818837334
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	STEPHEN SCHULTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	79500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	TEMPLE ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	COMBINED JEWISH PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	2	CAMP BAUERCREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	POND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	445 CENTRAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	17 OLD COUNTRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	SHARON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	STOUGHTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	AMESBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	02067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	02072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	01913
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	86910
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	867
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	86910
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	4219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	118929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	15137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	141544
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	86043
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	4219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	4126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	47156
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	86910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	86043
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	228454
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	142411
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	STEPHEN JOYCE SCHULTZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	0	212 LOWDER STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	0	DEDHAM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	0	MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	0	02026
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7818837334
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE STEPHEN & JOYCE SCHULTZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	STEP
ReturnHeader/Filer/EIN	0	046772546
ReturnHeader/Filer/PhoneNum	0	7818837334
ReturnHeader/Filer/USAddress/AddressLine1	0	212 LOWDER STREET
ReturnHeader/Filer/USAddress/City	0	DEDHAM
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	KESNER GODES & MORRISSEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	15 PACELLA PARK DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	RANDOLPH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	02368
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7819612900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL MORRISSEY
ReturnHeader/ReturnTs	0	2014-05-07T08:46:55-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $23,144
Liabilities: $0
Net assets: $23,144
Revenue: $100,989
Expenses: $87,895
Net income: $13,094

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.04	$0.36	$0.33
2020Detailed filing. Detailed filing data is available for this year.	$0.33	$0.00	$0.33	$0.01	$0.00	$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.32	$0.00	$0.32	$0.08	$0.00	$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.24	$0.00	$0.24	$0.01	$0.01	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.01	$0.01	$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.23	$0.00	$0.23	$0.01	$0.01	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.01	$0.01	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.01	$0.01	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$1.01	$0.88	$0.13
2012Detailed filing. Detailed filing data is available for this year.	$0.10	$0.00	$0.10		$0.01
2011Summary only. Only limited summary data is available for this year.	$0.10	$0.00		$0.01	$0.05	$0.04