Civic Intelligence

The Stephen & Joyce Schultz

990PF • Fiscal year 2020 • EIN 04-6772546

Jan 01, 2020 to Dec 31, 2020 • Filed on May 21, 2021

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.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-88%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$32,634

Up $956 (+3.0%) from 2019

Net Assets

Up

$32,634

Up $956 (+3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Down

$1,008

Down $7,182 (-88%) from 2019

Expenses

Up

$52

Up $17 (+49%) from 2019

Net Income

Down

$956

Down $7,199 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40K$30K$20K$10K$0Assets 2011: $10,049Liabilities 2011: $02011Assets 2012: $10,050Liabilities 2012: $0Net Assets 2012: $10,0502012Assets 2013: $23,144Liabilities 2013: $0Net Assets 2013: $23,1442013Assets 2014: $23,148Liabilities 2014: $0Net Assets 2014: $23,1482014Assets 2015: $23,151Liabilities 2015: $0Net Assets 2015: $23,1512015Assets 2016: $23,153Liabilities 2016: $0Net Assets 2016: $23,1532016Assets 2017: $23,157Liabilities 2017: $0Net Assets 2017: $23,1572017Assets 2018: $23,523Liabilities 2018: $0Net Assets 2018: $23,5232018Assets 2019: $31,678Liabilities 2019: $0Net Assets 2019: $31,6782019Assets 2020: $32,634Liabilities 2020: $0Net Assets 2020: $32,6342020Assets 2021: $56Liabilities 2021: $0Net Assets 2021: $562021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$32,634
Liabilities$0
Net Assets$32,634
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $951Expenses 2011: $5,305Net Income 2011: -$4,3542011Expenses 2012: $9852012Revenue 2013: $100,989Expenses 2013: $87,895Net Income 2013: $13,0942013Revenue 2014: $1,024Expenses 2014: $1,020Net Income 2014: $42014Revenue 2015: $988Expenses 2015: $985Net Income 2015: $32015Revenue 2016: $987Expenses 2016: $985Net Income 2016: $22016Revenue 2017: $989Expenses 2017: $985Net Income 2017: $42017Revenue 2018: $1,351Expenses 2018: $985Net Income 2018: $3662018Revenue 2019: $8,190Expenses 2019: $35Net Income 2019: $8,1552019Revenue 2020: $1,008Expenses 2020: $52Net Income 2020: $9562020Revenue 2021: $3,506Expenses 2021: $36,084Net Income 2021: -$32,5782021Revenue 2022: $35Expenses 2022: $91Net Income 2022: -$562022

Highlighted filing

2020

Revenue$1,008
Expenses$52
Net Income$956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN SCHULTZTrustee-$0--
JOYCE SCHULTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen & Joyce Schultz
EIN
04-6772546
Phone
7818837334
Address
212 LOWDER STREET, DEDHAM, MA 02026

Signing Officer

Name
Stephen Schultz
Title
Trustee
Phone
7816861466
Signed
2021-05-21

Preparer

Firm
Kesner Godes & Morrissey LLC
Address
15 PACELLA PARK DR STE 200, RANDOLPH, MA 02368
Preparer
Michael Morrissey
Phone
7819612900
Raw XML Appendix225 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02018-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MSIF ULTRA-SHORT INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MSIF ULTRA-SHORT INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt023510
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1492
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt023498
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1491
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0235
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-13
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0UNREALIZED GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0749
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0973
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0973
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0986
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0956
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023989
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-13
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0749
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0956
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032634
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031678
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032634
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01649
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01649
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01649
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01652
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/DistributableAmountGrp/TotalTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010
IRS990PF/FMVAssetsEOYAmt032634
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt031678
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt032634
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt031520
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08366
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024268
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031678
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031678
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032634
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031678
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032634
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt033545
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013603
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0503
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01652
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033042
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt033545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOYCE SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0212 LOWDER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1212 LOWDER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102026
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/IndividualWithBooksNm0STEPHEN SCHULTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 LOWDER STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEDHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07818837334
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt01649
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01649
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01151
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0749
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0749
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0STEPHEN SCHULTZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0212 LOWDER STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0DEDHAM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002026
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816861466
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN & JOYCE SCHULTZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0046772546
ReturnHeader/Filer/PhoneNum07818837334
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 LOWDER STREET
ReturnHeader/Filer/USAddress/CityNm0DEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043534389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KESNER GODES & MORRISSEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 PACELLA PARK DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANDOLPH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002368
ReturnHeader/PreparerPersonGrp/PhoneNum07819612900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MORRISSEY
ReturnHeader/ReturnTs02021-06-21T10:35:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,634
Liabilities
$0
Net assets
$32,634
Revenue
$1,008
Expenses
$52
Net income
$956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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